Opportunity

Federal Register #SR-OCC-2026-005

SEC Notice: OCC Proposed Update to Options Pricing Methodology

Buyer

Securities and Exchange Commission

Posted

June 23, 2026

Respond By

July 14, 2026

Identifier

SR-OCC-2026-005

This notice from the Securities and Exchange Commission (SEC) concerns a proposed rule change by The Options Clearing Corporation (OCC) to update its options pricing methodology. - Government Buyer: - Securities and Exchange Commission (SEC) - The Options Clearing Corporation (OCC) as the regulated entity - OEMs and Vendors: - The Options Clearing Corporation (OCC) - Products/Services Requested: - No products or services are being procured; this is a regulatory methodology update - Technical Changes: - OCC proposes to amend its System for Theoretical Analysis and Numerical Simulation (STANS) Methodology Description - Incorporation of options implied interest rates as an additional input for constructing the interest rate discount curve - Use of box rates from SPX options market quotes for short- to medium-term curve construction - Adjustments to SOFR swap rates for longer-term curve construction - Notable Requirements: - Aims to improve pricing accuracy for deep-in-the-money options with medium- to long-term expirations - Enhances margin calculations to better reflect risk in Clearing Member portfolios - No procurement activity or contract opportunity is associated with this notice

Description

This notice announces a proposed rule change filed by The Options Clearing Corporation (OCC) to amend its system for theoretical analysis and numerical simulation methodology. The amendment aims to incorporate options implied interest rates as an additional source of interest rate inputs for constructing the interest rate discount curve used in options pricing. The proposal is published by the Securities and Exchange Commission (SEC) and is part of the regulatory process for self-regulatory organizations. The change is expected to improve pricing accuracy for deep-in-the-money options with medium- to long-term expirations, resulting in more accurate margin calculations that better reflect the risk of Clearing Member portfolios.

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