Notice2026-07137

Self-Regulatory Organizations; Cboe Exchange, Inc.; Order Instituting Proceedings To Determine Whether To Approve or Disapprove a Proposed Rule Change To Adopt VIX Future-Option Orders

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Published
April 14, 2026

Issuing agencies

Securities and Exchange Commission

Full Text

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<title>Federal Register, Volume 91 Issue 71 (Tuesday, April 14, 2026)</title>
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[Federal Register Volume 91, Number 71 (Tuesday, April 14, 2026)]
[Notices]
[Pages 19245-19246]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2026-07137]


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SECURITIES AND EXCHANGE COMMISSION

[Release No. 34-105188; File No. SR-CBOE-2026-004]


Self-Regulatory Organizations; Cboe Exchange, Inc.; Order 
Instituting Proceedings To Determine Whether To Approve or Disapprove a 
Proposed Rule Change To Adopt VIX Future-Option Orders

April 9, 2026.

I. Introduction

    On January 5, 2026, Cboe Exchange, Inc. (``Exchange'' or ``Cboe 
Options'') filed with the Securities and Exchange Commission 
(``Commission'' or ``SEC''), pursuant to Section 19(b)(1) of the 
Securities Exchange Act of 1934 (``Act'' or the ``Exchange Act''),\1\ 
and Rule 19b-4 thereunder,\2\ a proposal to amend its rules to permit 
future-option orders comprised of Cboe Volatility Index (``VIX'') 
options and VIX futures (``VX futures'') (``VIX future-option 
orders''). The proposed rule change was published for comment in the 
Federal Register on January 16, 2026.\3\ On February 19, 2026, pursuant 
to Section 19(b)(2) of the Exchange Act,\4\ the Commission designated a 
longer period within which to approve the proposed rule change, 
disapprove the proposed rule change, or institute proceedings to 
determine whether to disapprove the proposed rule change.\5\ The 
Commission received no comments regarding the proposed rule change. 
This order institutes proceedings under Section 19(b)(2)(B) of the 
Exchange Act \6\ to determine whether to approve or disapprove the 
proposed rule change.
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    \1\ 15 U.S.C. 78s(b)(1).
    \2\ 17 CFR 240.19b-4.
    \3\ See Securities Exchange Act Release No. 104588 (Jan. 13, 
2026), 91 FR 2209 (``Notice'').
    \4\ 15 U.S.C. 78s(b)(2).
    \5\ See Securities Exchange Act Release No. 104865 (Feb. 19, 
2026), 91 FR 8928 (Feb. 24, 2026). The Commission designated April 
16, 2026, as the date by which it shall approve, disapprove, or 
institute proceedings to determine whether to disapprove the 
proposed rule change.
    \6\ 15 U.S.C. 78s(b)(2)(B).
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II. Description of the Proposed Rule Change

    As described more fully in the Notice,\7\ the Exchange proposes to 
amend its rules to permit VIX future-option orders. VIX future-option 
orders are comprised of VIX options, which trade on Cboe, and VX 
futures, which trade on Cboe Futures Exchange, LLC (``CFE'').\8\ The 
Exchange states that, currently, investors seeking to execute hedging 
or investment strategies involving VIX options and VX futures must 
enter into separate VIX option and VX futures transactions on Cboe and 
CFE, respectively, a process that creates a risk that only one of the 
orders will execute, which could leave an investor with an unhedged 
position, as well as a risk that market conditions may change during 
the time that it takes to execute both transactions, which could make 
the package execute in an unfavorable manner.\9\ The Exchange states 
that the proposal would adopt a mechanism to facilitate the execution 
of these cross-product transactions in a simple, efficient process that 
reduces these execution and price risks.\10\ The Exchange states that 
the proposal will allow the entire package to be priced together and 
will result in an execution only if both the options and futures 
components are able to trade.\11\
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    \7\ See supra note 3.
    \8\ See Notice, 91 FR at 2209.
    \9\ See id. at 2209, 2213.
    \10\ See id. at 2209.
    \11\ See id. at 2213.
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    Under the proposal, when a User that is also a member of CFE 
submits a VIX future-option order to Cboe, Cboe will communicate the VX 
future component of the order to CFE on behalf of the User.\12\ If the 
User is not also a member of CFE, the User must designate a specific 
futures commission merchant (``FCM'') or introducing broker (``IB'') 
with which the User has entered into an agreement pursuant to proposed 
Exchange Rule 5.33, Interpretation and Policy .05, that has 
connectivity to electronically communicate the VX futures component of 
the order to CFE.\13\ If a VIX future-option order can execute upon 
entry, following a Complex Order Auction, or after evaluation while 
resting in the Complex Order Book pursuant to Exchange Rule 5.33(i), 
the System executes the option component(s) of the order, but does not 
immediately send the User a trade execution report, and automatically 
communicates the VX future component(s) to CFE or the designated FCM/
IB, as applicable, for execution on CFE.\14\ If the System receives an 
execution report for the VX future component(s) from CFE or the 
designated FCM/IB, as applicable, the Exchange sends the User the trade 
execution report for the VIX future-option order, including the 
execution information for the VX future and VIX option components.\15\ 
If the System receives a report from CFE or the designated FCM/IB, as 
applicable, that the VX future component(s) cannot execute, the 
Exchange nullifies the VIX option component(s) trade and notifies the 
User of the reason for the nullification.\16\
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    \12\ See id. at 2210. A ``User'' is any Trading Permit Holder or 
Sponsored User who is authorized to obtain access to the System 
pursuant to Exchange Rule 5.5. See Cboe Rule 1.1 (definition of 
``User''). The ``System'' is the Exchange's hybrid trading platform 
that integrates electronic and open outcry trading of option 
contracts on the Exchange, and includes any connectivity to the 
foregoing trading platform that is administered by or on behalf of 
the Exchange, such as a communications hub. See Cboe Rule 1.1 
(definition of ``System'').
    \13\ See Notice, 91 FR at 2210.
    \14\ See id. at 2211.
    \15\ See id.
    \16\ See id.
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    Under the proposal, the price(s) of the VX future leg(s) of a VIX 
future-option order are set upon order entry.\17\ The Exchange states 
that price competition for a VIX future-option order exposed on the 
Exchange will occur with respect to the option leg(s), and that the 
package execution price will reflect the net price of the option leg(s) 
and the specified price(s) of the future leg(s).\18\
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    \17\ See id.
    \18\ See id.
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    The Exchange states that activity related to the execution of the 
options components of VIX future-option orders will be subject to 
Commission jurisdiction, and activity related to the execution of the 
futures components of VIX future-option orders will be subject to the 
jurisdiction of the Commodity Futures Trading Commission 
(``CFTC'').\19\ The Exchange further states that each of the Exchange 
and CFE will regulate conduct relating to VIX future-option orders and 
trades with respect to compliance with its rules, including bringing 
disciplinary actions for violations of its rules. The Exchange states 
that the Exchange and CFE have an existing information sharing 
agreement that encompasses

[[Page 19246]]

information relating to VIX future-option orders and trades, and that 
this agreement would allow for the sharing of information between the 
Exchange and CFE to permit the Exchange and CFE to have access to all 
order, trade, regulatory, and other data relating to these orders and 
trades.\20\ In addition, the Exchange states that its current rules 
prohibiting market manipulation and fraudulent, noncompetitive, and 
disruptive trading practices will apply to VIX future-option orders. 
The Exchange states that the Cboe Regulatory Division will incorporate 
information it receives from CFE into its surveillance procedures to 
monitor trading of VIX future-option orders, including to detect any 
manipulative trading activity.\21\
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    \19\ See id. at 2212. The Exchange states that on September 9, 
2025, CFE submitted to the CFTC a rule certification filing to adopt 
rules regarding VIX future-option orders, which filing became 
effective ten business days following such filing date. The Exchange 
states that CFE stated in its filing that it would not implement the 
functionality until the Exchange amended its rules to permit VIX 
future-option orders. See Cboe Futures Exchange, LLC Rule 
Certification Submission Number CFE-2025-021 (September 9, 2025), 
available at <a href="https://www.cftc.gov/sites/default/files/filings/orgrules/25/09/rules09092530095.pdf">https://www.cftc.gov/sites/default/files/filings/orgrules/25/09/rules09092530095.pdf</a>. See id. at footnote 27.
    \20\ See Notice, 91 FR at 2212.
    \21\ See id. at 2213.
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III. Proceedings To Determine Whether To Approve or Disapprove SR-CBOE-
2026-004 and Grounds for Disapproval Under Consideration

    The Commission is instituting proceedings pursuant to Section 
19(b)(2)(B) of the Exchange Act \22\ to determine whether the proposed 
rule change should be approved or disapproved. Institution of such 
proceedings is appropriate at this time in view of the legal and policy 
issues raised by the proposed rule change. Institution of proceedings 
does not indicate that the Commission has reached any conclusions with 
respect to any of the issues involved. Rather, as described below, the 
Commission seeks and encourages interested persons to provide comments 
on the proposed rule change to inform the Commission's analysis of 
whether to approve or disapprove the proposal.
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    \22\ 15 U.S.C. 78s(b)(2)(B).
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    Pursuant to Section 19(b)(2)(B) of the Exchange Act,\23\ the 
Commission is providing notice of the grounds for disapproval under 
consideration. The Commission is instituting proceedings to allow for 
additional analysis of, and input from commenters with respect to, the 
consistency of the proposal with Section 6(b)(5) of the Act,\24\ which 
requires, among other things, that the rules of a national securities 
exchange be designed to prevent fraudulent and manipulative acts and 
practices, promote just and equitable principles of trade, protect 
investors and the public interest; and not be designed to regulate by 
virtue of any authority conferred by the Exchange Act matters not 
related to the purposes of the Exchange Act or the administration of 
the exchange.
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    \23\ Id.
    \24\ 15 U.S.C. 78f(b)(5).
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    The Commission asks that commenters address the sufficiency of the 
Exchange's statements in support of the proposal, which are set forth 
in the Notice,\25\ in addition to any other comments they may wish to 
submit about the proposed rule change. In particular, the Commission 
seeks comment on whether the proposal to permit VIX future-option 
orders includes sufficient analysis to support a conclusion that the 
proposal is consistent with the requirements of Section 6(b)(5) of the 
Act,\26\ including the requirements that the rules of a national 
securities exchange be designed to prevent fraudulent and manipulative 
acts and practices, promote just and equitable principles of trade, 
protect investors and the public interest; and not be designed to 
regulate by virtue of any authority conferred by the Exchange Act 
matters not related to the purposes of the Exchange Act or the 
administration of the exchange.
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    \25\ See supra note 3.
    \26\ 15 U.S.C. 78f(b)(5).
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IV. Procedure: Request for Written Comments

    The Commission requests that interested persons provide written 
submissions of their data, views, and arguments with respect to the 
issues identified above, as well as any other concerns they may have 
with the proposal. In particular, the Commission invites the written 
views of interested persons concerning whether the proposed rule change 
is consistent with the Act, and the rules and regulations thereunder. 
Although there do not appear to be any issues relevant to approval or 
disapproval that would be facilitated by an oral presentation of data, 
views, and arguments, the Commission will consider, pursuant to Rule 
19b-4 under the Act,\27\ any request for an opportunity to make an oral 
presentation.\28\
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    \27\ 17 CFR 240.19b-4.
    \28\ Section 19(b)(2) of the Act, as amended by the Securities 
Acts Amendments of 1975, Public Law 94-29 (June 4, 1975), grants to 
the Commission flexibility to determine what type of proceeding--
either oral or notice and opportunity for written comments--is 
appropriate for consideration of a particular proposal by a self-
regulatory organization. See Securities Acts Amendments of 1975, 
Senate Comm. on Banking, Housing & Urban Affairs, S. Rep. No. 75, 
94th Cong., 1st Sess. 30 (1975).
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    Interested persons are invited to submit written data, views, and 
arguments regarding whether the proposed rule change should be approved 
or disapproved by May 5, 2026. Any person who wishes to file a rebuttal 
to any other person's submission must file that rebuttal by May 19, 
2026.
    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#c4b6b1a8a1e9a7aba9a9a1aab0b784b7a1a7eaa3abb2"><span class="__cf_email__" data-cfemail="c4b6b1a8a1e9a7aba9a9a1aab0b784b7a1a7eaa3abb2">[email&#160;protected]</span></a>. Please include 
file number SR-CBOE-2026-004 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-CBOE-2026-004. 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-CBOE-2026-004 and should be submitted by 
May 5, 2026. Rebuttal comments should be submitted by May 19, 2026.

    For the Commission, by the Division of Trading and Markets, 
pursuant to delegated authority.\29\
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    \29\ 17 CFR 200.30-3(a)(57).
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Sherry R. Haywood,
Assistant Secretary.
 [FR Doc. 2026-07137 Filed 4-13-26; 8:45 am]
 BILLING CODE 8011-01-P


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