2025-14449NoticeWallet

Nasdaq ISE Sharpens Options Fee Formula for 2026

Published Date: 7/31/2025

Notice

Summary

Starting January 2, 2026, Nasdaq ISE will change how it charges the Options Regulatory Fee (ORF). Only options trades done on ISE and cleared in the Customer range at the Options Clearing Corporation will be charged this fee. This means traders using other exchanges won’t pay the ORF to ISE anymore, making the fee fairer and clearer for everyone involved.

Analyzed Economic Effects

6 provisions identified: 3 benefits, 1 costs, 2 mixed.

ORF charged only for ISE-executed Customer trades

Starting January 2, 2026, ISE will assess the Options Regulatory Fee (ORF) only on options transactions that are executed on ISE and cleared in the OCC Customer range. Trades executed on other exchanges will not be subject to an ISE ORF after that date.

ORF per-contract rate rise on ISE

Effective January 2, 2026, ISE will raise its ORF from $0.0013 per contract side to $0.0092 per contract side for Customer contracts executed on ISE.

ORF billing tied to clearing instruction at execution

ISE will bill ORF based on the clearing instruction provided on the execution on trade date and will not take into account CMTA transfers or clearing changes that occur at OCC after trade date; same-day ISE adjustments will be taken into account.

Market Makers and non-Customer trades excluded

ISE will continue to assess ORF only on Customer transactions and will not assess ORF on Market Maker transactions, Firm Proprietary transactions, or Broker-Dealer transactions (non-Customer activity).

ORF revenue cap at 82% of regulatory cost

ISE will endeavor to ensure that ORF Regulatory Revenue does not exceed 82% of Options Regulatory Cost (and will continue to ensure ORF revenue does not exceed total Options Regulatory Cost).

Temporary change with February 1, 2026 sunset

The proposed ORF methodology and higher rate effective January 2, 2026, will sunset on February 1, 2026, at which point ISE would revert to the prior ORF methodology and $0.0013 per contract side rate unless the Exchange reconsiders the sunset.

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Key Dates

Published Date
Effective Date
7/31/2025
1/2/2026

Department and Agencies

Department
Independent Agency
Agency
Securities and Exchange Commission
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