2025-13060NoticeWallet

Nasdaq PHLX Sets New Penny Fee for Trade Auditing

Published Date: 7/14/2025

Notice

Summary

Starting July 1, 2025, Nasdaq PHLX is setting a new fee for industry members to help cover the costs of the Consolidated Audit Trail (CAT) system. This fee is tiny—just $0.000009 per share traded—and will last through the end of the year, replacing the previous higher fee. Brokers will see their first bill in August based on July trades, helping keep the CAT system running smoothly and fairly.

Analyzed Economic Effects

4 provisions identified: 1 benefits, 3 costs, 0 mixed.

Budget Size and Cost Allocation

The Budgeted CAT Costs for July 1–December 31, 2025 are $60,726,412. CEBBs collectively are responsible for one-third of these Budgeted CAT Costs ($20,242,137.33) and CEBSs collectively are responsible for one-third ($20,242,137.33); CAT Fee 2025-2 is anticipated to recover approximately one-half of the reasonably budgeted CAT costs for 2025.

New per-share CAT Fee Set

Starting July 1, 2025, Industry Members acting as CAT Executing Brokers will be charged a CAT Fee of $0.000009 per executed equivalent share through December 31, 2025. This fee replaces the prior CAT Fee 2025-1 rate of $0.000022 per executed equivalent share.

Six-month Fee Period and First Billing

CAT Fee 2025-2 is anticipated to be in place for six months from July 1, 2025 through December 31, 2025. CAT Executing Brokers will receive their first monthly invoice in August 2025 calculated based on their CEBB/CEBS transactions executed in July 2025.

Possible Pass-Through to Clients

The filing states that CAT Executing Brokers may, but are not required to, pass through CAT Fees to their clients; clients could in turn pass fees to downstream clients until the fee is ultimately imposed on the account that executed the transaction.

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Key Dates

Effective Date
Published Date
7/1/2025
7/14/2025

Department and Agencies

Department
Independent Agency
Agency
Securities and Exchange Commission
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