Notice2025-14450

Self-Regulatory Organizations; Nasdaq BX, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend the Methodology for its Options Regulatory Fee (ORF) as of January 2, 2026

Primary source

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Published
July 31, 2025

Issuing agencies

Securities and Exchange Commission

Full Text

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<title>Federal Register, Volume 90 Issue 145 (Thursday, July 31, 2025)</title>
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[Federal Register Volume 90, Number 145 (Thursday, July 31, 2025)]
[Notices]
[Pages 36074-36079]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2025-14450]


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SECURITIES AND EXCHANGE COMMISSION

[Release No. 34-103559; File No. SR-BX-2025-012]


Self-Regulatory Organizations; Nasdaq BX, Inc.; Notice of Filing 
and Immediate Effectiveness of a Proposed Rule Change To Amend the 
Methodology for its Options Regulatory Fee (ORF) as of January 2, 2026

July 28, 2025.
    Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934 
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that 
on July 17, 2025, Nasdaq BX. Inc. (``BX'' or ``Exchange'') filed with 
the Securities and Exchange Commission (``Commission'') the proposed 
rule change as described in Items I and II below, which Items have been 
prepared by the Exchange. The Commission is publishing this notice to 
solicit comments on the proposed rule change from interested persons.
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    \1\ 15 U.S.C. 78s(b)(1).
    \2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance 
of the Proposed Rule Change

    The Exchange proposes to amend BX's Pricing Schedule at Options 7, 
Section 5, BX Options Regulatory Fee, to amend its current methodology 
of collection.
    While the changes proposed herein are effective upon filing, the 
Exchange has designated the proposed rule change to be operative on 
January 2, 2026.
    The text of the proposed rule change is available on the Exchange's 
website at <a href="https://listingcenter.nasdaq.com/rulebook/bx/rulefilings">https://listingcenter.nasdaq.com/rulebook/bx/rulefilings</a> and 
at the principal office of the Exchange.

II. Self-Regulatory Organization's Statement of the Purpose of, and 
Statutory Basis for, the Proposed Rule Change

    In its filing with the Commission, the Exchange included statements 
concerning the purpose of and basis for the proposed rule change and 
discussed any comments it received on the proposed rule change. The 
text of these statements may be examined at the places specified in 
Item IV below. The Exchange has prepared summaries, set forth in 
sections A, B, and C below, of the most significant aspects of such 
statements.

A. Self-Regulatory Organization's Statement of the Purpose of, and 
Statutory Basis for, the Proposed Rule Change

1. Purpose
    BX proposes to amend its current methodology of assessment and 
collection of the Options Regulatory Fee or ``ORF'' to assess ORF only 
for options transactions that occur on BX that are cleared in the 
Customer \3\ range at The Options Clearing Corporation (``OCC''). With 
this proposal BX would not assess ORF for transactions that occur on 
other exchanges. Below is a more detailed description of the proposal.
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    \3\ Currently, the ORF is assessed by BX and collected via the 
OCC from Customers, Professional Customers, and Broker-Dealers that 
are not affiliated with a clearing member. These market participants 
clear in the ``C'' range at OCC. ORF will continue to be assessed 
and collected from these market participants under the new 
methodology. On BX, a ``Customer'' applies to any transaction that 
is identified by a Participant for clearing in the Customer range at 
OCC which is not for the account of broker or dealer or for the 
account of a ``Professional''; a ``Professional'' means any person 
or entity that (i) is not a broker or dealer in securities, and (ii) 
places more than 390 orders in listed options per day on average 
during a calendar month for its own beneficial account(s) pursuant 
to Options 1, Section 1(a)(48); and a ``Broker-Dealer'' applies to 
any transaction which is not subject to any of the other transaction 
fees applicable within a particular category.
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Background on Current ORF
    Today, BX assesses its ORF for each Customer option transaction 
that is either: (1) executed by a Participant \4\ on BX; or (2) cleared 
by a BX Participant at OCC in the Customer range, even if the 
transaction was executed by a non-member of BX, regardless of the 
exchange on which the transaction occurs.\5\ If the OCC clearing member 
is a BX Participant, ORF is assessed and collected on all ultimately 
cleared Customer contracts (after adjustment for CMTA \6\); and (2) if 
the OCC clearing member is not a BX Participant, ORF is collected only 
on the cleared Customer contracts executed at BX, taking into account 
any CMTA instructions which may result in collecting the ORF from a 
non-member.\7\ The current BX ORF is $0.0008 per contract side.
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    \4\ The term ``Options Participant'' or ``Participant'' mean a 
firm, or organization that is registered with the Exchange pursuant 
to Options 2A of these Rules for purposes of participating in 
options trading on BX Options as a ``BX Options Order Entry Firm'' 
or ``BX Options Market Maker.'' See Options 1, Section 1(a)(40).
    \5\ The Exchange uses reports from OCC when assessing and 
collecting the ORF. Market participants must record the appropriate 
account origin code on all orders at the time of entry of the order. 
The Exchange represents that it has surveillances in place to verify 
that members mark orders with the correct account origin code.
    \6\ CMTA or Clearing Participant Trade Assignment is a form of 
``give-up'' whereby the position will be assigned to a specific 
clearing firm at OCC.
    \7\ By way of example, if Broker A, an BX Participant, routes a 
Customer order to CBOE and the transaction executes on CBOE and 
clears in Broker A's OCC Clearing account, ORF will be collected by 
BX from Broker A's clearing account at OCC via direct debit. While 
this transaction was executed on a market other than BX, it was 
cleared by an BX Participant in the member's OCC clearing account in 
the Customer range, therefore there is a regulatory nexus between BX 
and the transaction. If Broker A was not an BX Participant, then no 
ORF should be assessed and collected because there is no nexus; the 
transaction did not execute on BX nor was it cleared by an BX 
Participant.
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    Today, in the case where a Participant both executes a transaction 
and clears the transaction, the ORF will be assessed to and collected 
from that Participant. Today, in the case where a Participant executes 
a transaction and a different Participant clears the transaction, the 
ORF will be assessed to and collected from the Participant who clears 
the transaction and not the Participant who executes the transaction. 
Today, in the case where a non-member executes a transaction at an away 
market and a Participant clears the transaction, the ORF will be 
assessed to and collected from the Participant who clears the 
transaction. Today, in the case where a Participant executes a 
transaction on BX and a non-

[[Page 36075]]

member clears the transaction, the ORF will be assessed to the 
Participant that executed the transaction on BX and collected from the 
non-member who cleared the transaction. Today, in the case where a 
Participant executes a transaction at an away market and a non-member 
ultimately clears the transaction, the ORF will not be assessed to the 
Participant who executed the transaction or collected from the non-
member who cleared the transaction because the Exchange does not have 
access to the data to make absolutely certain that ORF should apply. 
Further, the data does not allow the Exchange to identify the 
Participant executing the trade at an away market.
ORF Revenue and Monitoring of ORF
    Today, the Exchange monitors the amount of revenue collected from 
the ORF (``ORF Regulatory Revenue'') to ensure that it, in combination 
with other regulatory fees and fines, does not exceed Options 
Regulatory Costs.\8\ In determining whether an expense is considered an 
Options Regulatory Cost, the Exchange reviews all costs and makes 
determinations if there is a nexus between the expense and a regulatory 
function. The Exchange notes that fines collected by the Exchange in 
connection with a disciplinary matter offset Options Regulatory Cost.
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    \8\ The regulatory costs for options comprise a subset of the 
Exchange's regulatory budget that is specifically related to options 
regulatory expenses and encompasses the cost to regulate all 
Participants' options activity (``Options Regulatory Cost'').
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    ORF Regulatory Revenue, when combined with all of the Exchange's 
other regulatory fees and fines, is designed to recover the Options 
Regulatory Costs to the Exchange of the supervision and regulation of 
member Customer options business including performing routine 
surveillances, investigations, examinations, financial monitoring, and 
policy, rulemaking, interpretive, and enforcement activities. Options 
Regulatory Costs include direct regulatory expenses and certain 
indirect expenses in support of the regulatory function. The direct 
expenses include in-house and third-party service provider costs to 
support the day-to-day regulatory work such as surveillance, 
investigations and examinations. The indirect expenses are only those 
expenses that are in support of the regulatory functions, such areas 
include Office of the General Counsel, technology, finance, and 
internal audit. Indirect expenses will not exceed 35% of the total 
Options Regulatory Costs, in which case direct expenses could be 65% or 
more of total Options Regulatory Costs.\9\
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    \9\ Direct and indirect expenses are based on the Exchange's 
2025 Regulatory Budget.
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Proposal for January 2, 2026
    BX has been reviewing its methodologies for the assessment and 
collection of ORF. As a result of this review, BX proposes to modify 
its current ORF to continue to assess ORF for options transactions 
cleared by OCC in the Customer range, however ORF would be assessed to 
each BX Participant for executions that occur on BX. Specifically, the 
ORF would continue to be collected by OCC on behalf of BX from BX 
Participants and non-members for all Customer transactions executed on 
BX. ORF would be assessed and collected on all ultimately cleared 
Customer contracts, taking into account adjustments for CMTA that were 
provided to BX the same day as the trade.\10\
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    \10\ Adjustments to CMTA that occur at OCC would not be taken 
into account.
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    Further, the Exchange would bill ORF according to the clearing 
instructions provided on the execution. More specifically, BX proposes 
to assess ORF based on the clearing instruction provided on the 
execution on trade date and would not take into consideration CMTA 
changes or transfers that occur at OCC.\11\ As a result of this 
proposed rule change, if a Participant executes a Customer transaction 
on BX and is the clearing member on record on the transaction on BX, 
the ORF will be assessed to that Participant. With this proposal, in 
the case where a Participant executes a Customer transaction on BX and 
a different Participant is the clearing member on record on the 
transaction on BX, the ORF will be assessed to and collected from the 
Participant who is the clearing member on record on the transaction and 
not the Participant who executes the transaction. Additionally, in the 
case where a Participant executes a Customer transaction on BX and a 
non-member is the clearing member on record on the transaction on BX, 
the ORF will be assessed to the non-member who is the clearing member 
on record on the transaction and not the Participant who executes the 
transaction. With this proposal, in the case where a Participant 
executes a Customer transaction on a non-BX exchange, BX will not 
assess an ORF, regardless of how the transaction is cleared. As is the 
case today, OCC will collect ORF from OCC clearing members on behalf of 
BX based on BX's instructions.
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    \11\ Adjustments that were made the same day as the trade on BX 
will be taken into account.
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    With this proposal, the current BX ORF of $0.0008 per contract side 
would be increased to $0.0198 per contract side. With this proposal, 
the Exchange will endeavor to ensure that ORF Regulatory Revenue 
generated from ORF will not exceed 82% of Options Regulatory Cost. BX 
will continue to ensure that ORF Regulatory Revenue does not exceed 
Options Regulatory Cost. As is the case today, the Exchange will notify 
Participants via an Options Trader Alert of any change in the amount of 
the fee at least 30 calendar days prior to the effective date of the 
change. In this case, the Exchange will notify Participants via an 
Options Trader Alert of these changes at least 30 calendar days prior 
to January 2, 2026.
    The Exchange utilized historical and current data from its 
affiliated options exchanges to create a new regression model that 
would tie expenses attributable to regulation to a respective 
source.\12\ To that end, the Exchange plotted Customer volumes from 
each exchange \13\ against Options Regulatory Cost from each exchange 
for the Time Period. Specifically, the Exchange utilized standard 
charting functionality to create a linear regression. The charting 
functionality yields a ``slope'' of the line, representing the marginal 
cost of regulation, as well as an ``intercept,'' representing the fixed 
cost of regulation.\14\ The Exchange considered using non-linear 
models, but concluded that the best R[supcaret]2 (``R-Squared'') \15\ 
results came from a standard y = Mx +B format for regulatory expense. 
The R-Squared for the charting method ranged from 70% to 90% 
historically. As noted, the plots below represent the Time Period. The 
X-axis reflects Customer volumes by exchange, by quarter and the Y-axis 
reflects regulatory expense by exchange.
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    \12\ This model seeks to relate Options Regulatory Cost to 
historical volumes on each Nasdaq affiliated exchange by market 
participant. In creating this model, the Exchange did not rely on 
data from a single SRO as it had in the past.
    \13\ The Exchange utilized data from all Nasdaq affiliated 
options exchanges to create this model from data obtained from Q3 
2024 to Q2 2025 (``Time Period'').
    \14\ The Exchange utilized data from Time Period to calculate 
the slope and intercept.
    \15\ R-Squared is a statistical measure that indicates how much 
of the variation of a dependent variable is explained by an 
independent variable in a regression model. The formula for 
calculating R-squared is: R2=1-Unexplained Variation/Total 
Variation.

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[[Page 36076]]

[GRAPHIC] [TIFF OMITTED] TN31JY25.001

    The results of this modelling indicated a high correlation and 
intercept for the baseline cost of regulating the options market as a 
whole. Specifically, the regression model indicated that (1) the 
marginal cost of regulation is measurable, and significantly 
attributable to Customer activity; and (2) the fixed cost of setting up 
a regulatory regime should arguably be dispersed across the industry so 
that all options exchanges have substantially similar revenue streams 
to satisfy the ``intercept'' element of cost. When seeking to offset 
the ``set-up'' cost of regulation, the Exchange attempted several 
levels of attribution.\16\ This led the Exchange to utilize a model 
with a two-factor regression on a quarterly basis (Q3 2024 to Q2 2025) 
of volumes relative to the pool of expense data for the six Nasdaq 
affiliated options exchanges. Once again, standard spreadsheet 
functionality (including the Data Analysis Packet) was used to 
determine the mathematics for this model.\17\
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    \16\ Of note, through analysis of the results of this regression 
model, there was no positive correlation that could be established 
between Customer away volume and regulatory expense. The most 
successful attribution was related to industry wide Firm and Broker-
Dealer Transaction volume which accounted for approximately 3-4% of 
the regulatory expense both on-exchange and away.
    \17\ The Exchange notes that various exchanges negotiate their 
respective contracts independently with FINRA creating some 
variability. Additionally, an exchange with a floor component would 
create some variability, although BX does not have a floor.
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    Utilizing the new regression model, and assumptions in the 
proposal, the model demonstrates that Customer volumes are directly 
attributable to marginal cost. Applying the regression coefficient 
values historically, the Exchange established a ``normalization'' by 
per options exchange. The primary driver of this need for 
``normalization'' are negotiated regulatory contracts that were 
negotiated at different points in time, yielding differences in per 
contract regulatory costs by exchange. Normalization is therefore the 
average of a given exchange's historical period (Q3 2024 to Q2 2025) 
ratio of regulatory expense to revenue when using the regressed values 
(for Customer ORF) that yields an effective rate by exchange. The 
``normalization'' was then multiplied to a ``targeted collection rate'' 
of approximately 82% to arrive at ORF rates for Customer. Of note, when 
comparing the ORF rates generated from this method, historically, there 
appears to be a very tight relationship between the estimated modeled 
collection and actual expense and the regulatory expenses for that same 
period.
    One other important aspect of this modeling is the input of Options 
Regulatory Costs. The Exchange notes that in defining Options 
Regulatory Costs it accounts for the nexus between the expense and 
options regulation. By way of example, the Exchange excludes certain 
indirect expenses such as payroll expenses, accounts receivable, 
accounts payable, marketing, executive level expenses and corporate 
systems.
    The Exchange will continue to monitor ORF Regulatory Revenue to 
ensure that it, in combination with other regulatory fees and fines, 
does not exceed Options Regulatory Costs. In determining whether an 
expense is considered an Options Regulatory Cost, the Exchange will 
continue to review all costs and makes determinations if there is a 
nexus between the expense and a regulatory function. The Exchange notes 
that fines collected by the Exchange in connection with a disciplinary 
matter will continue to offset Options Regulatory Cost.
    As is the case today, ORF Regulatory Revenue is designed to recover 
a material portion of the Options Regulatory Costs to the Exchange for 
the supervision and regulation of Participants' transactions, including 
performing routine surveillances, investigations, examinations, 
financial monitoring, and policy, rulemaking, interpretive, and 
enforcement activities. As discussed above, Options Regulatory Costs 
include direct regulatory expenses \18\ and certain indirect expenses 
in support of the regulatory function.\19\
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    \18\ The direct expenses include in-house and third-party 
service provider costs to support the day-to-day regulatory work 
such as surveillances, investigations and examinations.
    \19\ The indirect expenses include support from such areas as 
Office of the General Counsel, technology, finance and internal 
audit.
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    Finally, the Exchange notes that this proposal will sunset on 
February 1, 2026, at which point the Exchange would revert back to the 
ORF methodology and rate ($0.0008 per contract side) that was in effect 
prior to this rule change.\20\
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    \20\ The Exchange proposes to reconsider the sunset date in 2026 
and determine whether to proceed with the proposed ORF structure at 
that time.
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2. Statutory Basis
    The Exchange believes the proposed rule change is consistent with 
the Securities Exchange Act of 1934 (the ``Act'') and the rules and 
regulations thereunder applicable to the Exchange and, in particular, 
the requirements of Section 6(b) of the Act.\21\ Specifically, the 
Exchange believes the proposed rule change is consistent with Section 
6(b)(4)

[[Page 36077]]

of the Act,\22\ which provides that Exchange rules may provide for the 
equitable allocation of reasonable dues, fees, and other charges among 
its members, and other persons using its facilities. Additionally, the 
Exchange believes the proposed rule change is consistent with the 
Section 6(b)(5) \23\ requirement that the rules of an exchange not be 
designed to permit unfair discrimination between customers, issuers, 
brokers, or dealers.
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    \21\ 15 U.S.C. 78f(b).
    \22\ 15 U.S.C. 78f(b)(4).
    \23\ 15 U.S.C. 78f(b)(5).
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    The Exchange believes the proposed ORF to be assessed on January 2, 
2026, is reasonable, equitable and not unfairly discriminatory for 
various reasons. First, the Exchange believes that continuing to assess 
only Customers an ORF is reasonable because Customer transactions 
account for a material portion of BX's Options Regulatory Cost.\24\ A 
large portion of the Options Regulatory Cost relates to Customer 
allocation because obtaining Customer information may be more time 
intensive. For example, non-Customer market participants are subject to 
various regulatory and reporting requirements which provides the 
Exchange certain data with respect to these market participants. In 
contrast, Customer information is known by Participants of the Exchange 
and is not readily available to BX.\25\ The Exchange may have to take 
additional steps to understand the facts surrounding particular trades 
involving a Customer which may require requesting such information from 
a broker-dealer. Further, Customers require more Exchange regulatory 
services based on the amount of options business they conduct. For 
example, there are Options Regulatory Costs associated with main office 
and branch office examinations (e.g., staff expenses), as well as 
investigations into Customer complaints and the terminations of 
registered persons. As a result, the Options Regulatory Costs 
associated with administering the Customer component of the Exchange's 
overall regulatory program are materially higher than the Options 
Regulatory Costs associated with administering the non-Customer 
component when coupled with the amount of volume attributed to such 
Customer transactions. Utilizing the new regression model, and 
assumptions in the proposal, it appears that BX's Customer regulation 
occurs to a large extent on Exchange. Utilizing the new regression 
model, and assumptions in the proposal, the Exchange does not believe 
that significant Options Regulatory Costs result from activity 
attributed to Customers that may occur across options markets. To that 
end, with this proposal, the amount of Options Regulatory Cost 
allocated to on-exchange Customer transactions is significant. Also, 
with respect to Customer transactions, options volume continues to 
surpass volume from other options participants. Additionally, there are 
rules in the Exchange's Rulebook that deal exclusively with Customer 
transactions, such as rules involving doing business with a Customer, 
which would not apply to Firm and Broker-Dealer Transactions.\26\ For 
these reasons, regulating Customer trading activity is ``much more 
labor-intensive'' and therefore, more costly.
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    \24\ The Exchange notes that the regulatory costs relating to 
monitoring Participants with respect to Customer trading activity 
are generally higher than the regulatory costs associated with 
Participants that do not engage in customer trading activity, which 
tends to be more automated and less labor-intensive. By contrast, 
regulating Participants that engage in Customer trading activity is 
generally more labor intensive and requires a greater expenditure of 
human and technical resources as the Exchange needs to review not 
only the trading activity on behalf of Customers, but also the 
Participant's relationship with its Customers via more labor-
intensive exam-based programs. As a result, the costs associated 
with administering the Customer component of the Exchange's overall 
regulatory program are materially higher than the costs associated 
with administering the non-Customer component of the regulatory 
program.
    \25\ The Know Your Customer or ``KYC'' provision is the 
obligation of the broker-dealer.
    \26\ See BX Options 10 Rules.
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    Second, while the Exchange acknowledges that there is a cost to 
regulate Market Makers, unlike other market participants, Market Makers 
have various regulatory requirements with respect to quoting as 
provided for in Options 2, Section 4. Specifically, Market Makers have 
certain quoting requirements with respect to their assigned options 
series as provided in Options 2, Section 5. Lead Market Makers are 
obligated to quote intra-day.\27\ Additionally, Market Makers are 
required to quote intra-day.\28\ Further, unlike other market 
participants, Lead Market Makers and Market Makers have obligations to 
compete with other Market Makers to improve the market in all series of 
options classes to which the Market Maker is appointed and to update 
market quotations in response to changed market conditions in all 
series of options classes to which the Market Maker is appointed.\29\ 
Lead Market Makers and Market Makers are critical market participants 
in that they are the only market participants that are required to 
provide liquidity to BX. Excluding Market Maker transactions from ORF 
allows these market participants to manage their costs and consequently 
their business model more effectively thus enabling them to better 
allocate resources to other technologies that are necessary to manage 
risk and capacity to ensure that these market participants continue to 
compete effectively on BX in providing tight displayed quotes which in 
turn benefits markets generally and market participants specifically. 
Finally, the Exchange notes that Market Makers may transact orders in 
addition to submitting quotes on the Exchange. This proposal would 
except orders submitted by Market Makers, in addition to quotes, for 
purposes of ORF. Market Makers utilize orders in their assigned options 
series to sweep the order book. The Exchange believes the quantity of 
orders utilized by Market Makers in their assigned series is de 
minimis. In their unassigned options series, Market Makers utilize 
orders to hedge their risk or respond to auctions. The Exchange notes 
that the number of orders submitted by Market Makers in their 
unassigned options series are far below the cap \30\ and therefore de 
minimis.
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    \27\ See BX Options 2, Section 4(j).
    \28\ See BX Options 2, Section 5(d).
    \29\ See BX Options 2, Section 4(a)(3) and (5).
    \30\ See BX Options 2, Section 6. The total number of contracts 
executed during a quarter by a Market Maker in options classes to 
which it is not appointed may not exceed twenty-five percent (25%) 
of the total number of contracts traded. In the Exchange's 
experience, Market Maker's are generally below the 25% cap.
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    Additionally, while the Exchange acknowledges that there is a cost 
to regulate Firm and Broker-Dealer transactions, the Exchange notes 
that these market participants do not entail significant volume when 
compared to Customer transactions. The Exchange notes that Firm and 
Broker-Dealer market participants are more sophisticated. There are not 
the same protections in place for Firm and Broker-Dealer Transactions 
as compared to Customer transactions. The regulation of Firm and 
Broker-Dealer transactions is less resource intensive than the 
regulation of Customer transactions and accounts for a small percentage 
of Options Regulatory Costs.
    Third, assessing ORF on Customer executions that occur on BX is 
reasonable, equitable and not unfairly discriminatory because it will 
avoid overlapping ORFs that would otherwise be assessed by BX and other 
options exchanges that also assess an ORF. With this proposal, 
Customers executions that occur on other exchanges would no longer be 
subject to an BX ORF. Further, the Exchange believes that collecting 
82% of Options Regulatory Cost is appropriate and correlates to the 
degree of regulatory responsibility and Options

[[Page 36078]]

Regulatory Cost borne by the Exchange with respect to Customer 
transactions. The Exchange's proposal continues to ensure that Options 
Regulatory Revenue, in combination with other regulatory fees and 
fines, does not exceed Options Regulatory Costs. Fines collected by the 
Exchange in connection with a disciplinary matter will continue to 
offset Options Regulatory Cost. Capping ORF collected at 82% of Options 
Regulatory Cost, commencing January 2, 2026, is reasonable, equitable 
and not unfairly discriminatory as the Options Regulatory Revenue 
collected will offset the corresponding Options Regulatory Cost 
associated with on-exchange Customer transactions. The Exchange will 
review the ORF Regulatory Revenue and would amend the ORF if it finds 
that its ORF Regulatory Revenue exceeds its projections.\31\
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    \31\ BX would submit a rule change to the Commission to amend 
ORF rates.
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    The proposed sunset date of February 1, 2026 is reasonable, 
equitable and not unfairly discriminatory. If all options exchanges 
have adopted a similar ORF model, the Exchange notes that it would not 
sunset the proposal on February 1, 2026. The Exchange proposes to 
reconsider the sunset date in early 2026 and determine whether to 
proceed with the proposed ORF structure at that time.

B. Self-Regulatory Organization's Statement on Burden on Competition

    The Exchange does not believe that the proposed rule change will 
impose any burden on intra-market competition not necessary or 
appropriate in furtherance of the purposes of the Act. The proposed 
changes to ORF do not impose an undue burden on inter-market 
competition because ORF is a regulatory fee that supports regulation in 
furtherance of the purposes of the Act. The Exchange notes, however, 
the proposed change is not designed to address any competitive issues. 
The Exchange is obligated to ensure that the amount of ORF Regulatory 
Revenue, in combination with its other regulatory fees and fines, does 
not exceed ORF Regulatory Cost.
    Continuing to assess ORF only on Customer executions that occur on 
BX does not impose an undue burden on intra-market competition. 
Customer transactions account for a large portion of the Exchange's 
surveillance expense. With respect to Customer transactions, options 
volume continues to surpass volume from other options participants. 
Additionally, there are rules in the Exchange's Rulebook that deal 
exclusively with Customer transactions, such as rules involving doing 
business with a Customer, which would not apply to Non-Customer 
transactions.\32\ For these reasons, regulating Customer trading 
activity is ``much more labor-intensive'' and therefore, more costly. 
Further, the Exchange believes that a large portion of the Options 
Regulatory Cost relates to Customer allocation because obtaining 
Customer information may be more time intensive. For example, non-
Customer market participants are subject to various regulatory and 
reporting requirements which provides the Exchange certain data with 
respect to these market participants. In contrast, Customer information 
is known by Participants of the Exchange and is not readily available 
to BX.\33\ The Exchange may have to take additional steps to understand 
the facts surrounding particular trades involving a Customer which may 
require requesting such information from a broker-dealer. Further, 
Customers require more Exchange regulatory services based on the amount 
of options business they conduct. For example, there are Options 
Regulatory Costs associated with main office and branch office 
examinations (e.g., staff expenses), as well as investigations into 
Customer complaints and the terminations of registered persons. As a 
result, the Options Regulatory Costs associated with administering the 
Customer component of the Exchange's overall regulatory program are 
materially higher than the Options Regulatory Costs associated with 
administering the non-Customer component when coupled with the amount 
of volume attributed to such Customer transactions. Not attributing 
significant Options Regulatory Costs to Customers for activity that may 
occur across options markets does not impose an undue burden on intra-
market competition because the data in the regression model 
demonstrates that BX's Customer regulation occurs to a large extent on 
Exchange.
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    \32\ See BX Options 10 Rules.
    \33\ The Know Your Customer or ``KYC'' provision is the 
obligation of the broker-dealer.
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    The Exchange believes that not assessing ORF on Market Makers does 
not impose an undue burden on intra-market competition because these 
liquidity providers are critical market participants in that they are 
the only market participants that are required to provide liquidity to 
BX. Excluding Market Maker transactions from ORF does not impose an 
intra-market burden on competition, rather it allows these market 
participants to manage their costs and consequently their business 
model more effectively thus enabling them to better allocate resources 
to other technologies that are necessary to manage risk and capacity to 
ensure that these market participants continue to compete effectively 
on BX in providing tight displayed quotes which in turn benefits 
markets generally and market participants specifically. Unlike other 
market participants, Market Makers have various regulatory requirements 
with respect to quoting as provided for in Options 2, Section 4. 
Specifically, Market Makers have certain quoting requirements with 
respect to their assigned options series as provided in Options 2, 
Section 5. Lead Market Makers are obligated to quote intra-day.\34\ 
Additionally, Market Makers are required to quote intra-day.\35\ 
Further, unlike other market participants, Lead Market Makers and 
Market Makers have obligations to compete with other Market Makers to 
improve the market in all series of options classes to which the Market 
Maker is appointed and to update market quotations in response to 
changed market conditions in all series of options classes to which the 
Market Maker is appointed.\36\ Lead Market Makers and Market Makers are 
critical market participants in that they are the only market 
participants that are required to provide liquidity to BX. Finally, the 
Exchange notes that Market Makers may transact orders on the Exchange 
in addition to submitting quotes. The Exchange's proposal to except 
orders submitted by Market Makers, in addition to quotes, for purposes 
of ORF does not impose an undue burden on intra-market competition 
because Market Makers utilize orders in their assigned options series 
to sweep the order book. Further, the Exchange believes the quantity of 
orders utilized by Market Makers in their assigned series is de 
minimis. In their unassigned options series, Market Makers utilize 
orders to hedge their risk or respond to auctions. The Exchange notes 
that the number of orders submitted by Market Makers in their 
unassigned options series are far below the cap \37\ and therefore de 
minimis.
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    \34\ See BX Options 2, Section 4(j).
    \35\ See BX Options 2, Section 5(d).
    \36\ See BX Options 2, Section 4(a)(3) and (5).
    \37\ See BX Options 2, Section 6(b). The total number of 
contracts executed by a Market Maker in options in which it is not 
registered as a Market Maker shall not exceed 25 percent of the 
total number of all contracts executed by the Market Maker in any 
calendar quarter.
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    The Exchange believes that not assessing ORF on Firm and Broker-
Dealer market participants does not impose an undue burden on intra-
market competition because the

[[Page 36079]]

regulation of Firm and Broker-Dealer transactions is less resource 
intensive than the regulation of Customer transactions. The volume 
generated from Firm and Broker-Dealer transactions does not entail 
significant volume when compared to Customer transactions. Therefore, 
excluding Firm and Broker-Dealer transactions from ORF does not impose 
an undue burden on intra-market competition as Customer transactions 
account for a material portion of BX's Options Regulatory Cost.\38\
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    \38\ The Exchange notes that the regulatory costs relating to 
monitoring Participants with respect to customer trading activity 
are generally higher than the regulatory costs associated with 
Participants that do not engage in customer trading activity, which 
tends to be more automated and less labor-intensive. By contrast, 
regulating Participants that engage in customer trading activity is 
generally more labor intensive and requires a greater expenditure of 
human and technical resources as the Exchange needs to review not 
only the trading activity on behalf of customers, but also the 
Participant's relationship with its customers via more labor-
intensive exam-based programs. As a result, the costs associated 
with administering the customer component of the Exchange's overall 
regulatory program are materially higher than the costs associated 
with administering the non-customer component of the regulatory 
program.
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    The Exchange's proposal to assess ORF only on Customer executions 
that occur on BX does not impose an intra-market burden on competition 
because the amount of activity surveilled across exchanges is small 
when compared to the overall number of Exchange rules that are 
surveilled by BX for on-Exchange activity. Limiting the amount of ORF 
assessed to activity that occurs on BX avoids overlapping ORFs that 
would otherwise be assessed by BX and other options exchanges that also 
assess an ORF. Further, capping ORF collected at 82% of Options 
Regulatory Cost commencing January 2, 2026, does not impose an intra-
market burden on competition as this collection accounts for the 
collection only on Customer executions. The Exchange will review the 
ORF Regulatory Revenue and would amend the ORF if it finds that its ORF 
Regulatory Revenue exceeds its projections.\39\
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    \39\ BX would submit a rule change to the Commission to amend 
ORF rates.
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C. Self-Regulatory Organization's Statement on Comments on the Proposed 
Rule Change Received From Members, Participants, or Others

    No written comments were either solicited or received.

III. Date of Effectiveness of the Proposed Rule Change and Timing for 
Commission Action

    The foregoing rule change has become effective pursuant to Section 
19(b)(3)(A) of the Act \40\ and paragraph (f)(2) of Rule 19b-4 \41\ 
thereunder.
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    \40\ 15 U.S.C. 78s(b)(3)(A).
    \41\ 17 CFR 240.19b-4(f)(2).
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    At any time within 60 days of the filing of the proposed rule 
change, the Commission summarily may temporarily suspend such rule 
change if it appears to the Commission that such action is necessary or 
appropriate in the public interest, for the protection of investors, or 
otherwise in furtherance of the purposes of the Act. If the Commission 
takes such action, the Commission will institute proceedings to 
determine whether the proposed rule change should be approved or 
disapproved.

IV. Solicitation of Comments

    Interested persons are invited to submit written data, views and 
arguments concerning the foregoing, including whether the proposed rule 
change is consistent with the Act. Comments may be submitted by any of 
the following methods:

Electronic Comments

    <bullet> Use the Commission's internet comment form (<a href="https://www.sec.gov/rules/sro.shtml">https://www.sec.gov/rules/sro.shtml</a>); or
    <bullet> Send an email to <a href="/cdn-cgi/l/email-protection#80f2f5ece5ade3efedede5eef4f3c0f3e5e3aee7eff6"><span class="__cf_email__" data-cfemail="96e4e3faf3bbf5f9fbfbf3f8e2e5d6e5f3f5b8f1f9e0">[email&#160;protected]</span></a>. Please include 
file number SR-BX-2025-012 on the subject line.

Paper Comments

    <bullet> Send paper comments in triplicate to Secretary, Securities 
and Exchange Commission, 100 F Street NE, Washington, DC 20549-1090.

All submissions should refer to file number SR-BX-2025-012. This file 
number should be included on the subject line if email is used. To help 
the Commission process and review your comments more efficiently, 
please use only one method. The Commission will post all comments on 
the Commission's internet website (<a href="https://www.sec.gov/rules/sro.shtml">https://www.sec.gov/rules/sro.shtml</a>). Copies of the filing will be available for inspection and 
copying at the principal office of the Exchange. Do not include 
personal identifiable information in submissions; you should submit 
only information that you wish to make available publicly. We may 
redact in part or withhold entirely from publication submitted material 
that is obscene or subject to copyright protection. All submissions 
should refer to file number SR-BX-2025-012 and should be submitted on 
or before August 21, 2025.

    For the Commission, by the Division of Trading and Markets, 
pursuant to delegated authority.\42\
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    \42\ 17 CFR 200.30-3(a)(12).
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Sherry R. Haywood,
Assistant Secretary.
[FR Doc. 2025-14450 Filed 7-30-25; 8:45 am]
BILLING CODE 8011-01-P


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Indexed from Federal Register on July 31, 2025.

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