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REG-BARCLAYS PLC Form 8 (DD) - CME GROUP INC

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Form 8 (DD) - CME GROUP INC

FORM 8 (DD)

PUBLIC DEALING DISCLOSURE BY A PARTY TO AN OFFER OR PERSON ACTING IN CONCERT (INCLUDING DEALINGS FOR THE ACCOUNT OF DISCRETIONARY INVESTMENT CLIENTS)

Rules 8.1, 8.2 and 8.4 of the Takeover Code (the “Code”)

1. KEY INFORMATION

(a) Full name of discloser:  

Barclays PLC.

(b) Owner or controller of interests and short positions disclosed, if different from 1(a):

The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named.

   
(c) Name of offeror/offeree in relation to whose relevant securities this form relates:

Use a separate form for each offeror/offeree

 

CME GROUP INC

(d) Status of person making the disclosure:

e.g. offeror, offeree, person acting in concert with the offeror/offeree (specify name of offeror/offeree)

 

CONNECTED TO THE OFFEROR

(e) Date dealing undertaken:  

11 Sept 2018

(f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer?

If it is a cash offer or possible cash offer, state “N/A”

 

NO

2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE

If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security.

(a) Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing

Class of relevant security:       USD 0.01 Class A common            
Interests   Short Positions  
    Number (%) Number (%)
(1) Relevant securities owned
and/or controlled: 95,565 0.03% 3,001 0.00%
           
(2) Cash-settled derivatives:
0 0.00% 0 0.00%
           
(3) Stock-settled derivatives (including options)
and agreements to purchase/sell: 117,900 0.03% 88,200 0.03%
           
(4)
TOTAL: 213,465 0.06% 91,201 0.03%

All interests and all short positions should be disclosed.

Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions).

Details of any securities borrowing and lending positions or financial collateral arrangements should be disclosed on a Supplemental Form 8 (SBL).

(b) Rights to subscribe for new securities (including directors’ and other employee options)

Class of relevant security in relation to which subscription right exists:  
Details, including nature of the rights concerned and relevant percentages:  

3. DEALINGS BY THE PERSON MAKING THE DISCLOSURE

Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in.

The currency of all prices and other monetary amounts should be stated.

(a) Purchases and sales

(i) Party to an offer or person acting in concert (except for a principal trader in the same group as a connected adviser)

Class of relevant   Purchase/sale   Number of   Price per unit
security   securities  
USD 0.01 Class A common Purchase 20 173.2000 USD
USD 0.01 Class A common Purchase 20 173.1999 USD
USD 0.01 Class A common Purchase 85 173.3100 USD
USD 0.01 Class A common Purchase 88 173.5445 USD
USD 0.01 Class A common Purchase 100 172.9700 USD
USD 0.01 Class A common Purchase 100 172.9800 USD
USD 0.01 Class A common Purchase 100 172.9900 USD
USD 0.01 Class A common Purchase 100 173.0100 USD
USD 0.01 Class A common Purchase 110 172.9781 USD
USD 0.01 Class A common Purchase 180 173.0600 USD
USD 0.01 Class A common Purchase 200 173.0200 USD
USD 0.01 Class A common Purchase 200 173.5100 USD
USD 0.01 Class A common Purchase 200 173.2100 USD
USD 0.01 Class A common Purchase 221 173.3003 USD
USD 0.01 Class A common Purchase 300 173.0250 USD
USD 0.01 Class A common Purchase 400 173.1812 USD
USD 0.01 Class A common Purchase 600 173.7450 USD
USD 0.01 Class A common Purchase 623 173.1108 USD
USD 0.01 Class A common Purchase 700 173.6242 USD
USD 0.01 Class A common Purchase 900 173.0244 USD
USD 0.01 Class A common Purchase 940 173.0013 USD
USD 0.01 Class A common Purchase 1,062 174.2164 USD
USD 0.01 Class A common Purchase 1,281 173.0298 USD
USD 0.01 Class A common Purchase 1,400 173.0171 USD
USD 0.01 Class A common Purchase 1,452 173.4935 USD
USD 0.01 Class A common Purchase 1,628 173.2559 USD
USD 0.01 Class A common Purchase 2,116 173.4504 USD
USD 0.01 Class A common Purchase 3,162 173.0300 USD
USD 0.01 Class A common Purchase 5,400 173.3600 USD
USD 0.01 Class A common Purchase 5,400 173.4896 USD
USD 0.01 Class A common Purchase 7,725 173.2869 USD
USD 0.01 Class A common Sale 17 173.2700 USD
USD 0.01 Class A common Sale 19 173.0501 USD
USD 0.01 Class A common Sale 20 173.1999 USD
USD 0.01 Class A common Sale 20 173.2000 USD
USD 0.01 Class A common Sale 75 173.2800 USD
USD 0.01 Class A common Sale 85 173.3100 USD
USD 0.01 Class A common Sale 100 173.3000 USD
USD 0.01 Class A common Sale 100 174.1250 USD
USD 0.01 Class A common Sale 100 173.7500 USD
USD 0.01 Class A common Sale 100 173.8500 USD
USD 0.01 Class A common Sale 100 173.0220 USD
USD 0.01 Class A common Sale 100 173.8400 USD
USD 0.01 Class A common Sale 100 172.9700 USD
USD 0.01 Class A common Sale 100 173.9800 USD
USD 0.01 Class A common Sale 101 173.1421 USD
USD 0.01 Class A common Sale 129 173.3161 USD
USD 0.01 Class A common Sale 200 173.6750 USD
USD 0.01 Class A common Sale 281 173.5051 USD
USD 0.01 Class A common Sale 300 173.2100 USD
USD 0.01 Class A common Sale 500 173.5840 USD
USD 0.01 Class A common Sale 562 174.4900 USD
USD 0.01 Class A common Sale 700 173.6242 USD
USD 0.01 Class A common Sale 800 173.6390 USD
USD 0.01 Class A common Sale 1,882 173.1547 USD
USD 0.01 Class A common Sale 2,530 173.0300 USD
USD 0.01 Class A common Sale 3,100 173.3928 USD
USD 0.01 Class A common Sale 3,200 173.3782 USD
USD 0.01 Class A common Sale 3,768 173.4702 USD
USD 0.01 Class A common Sale 3,981 173.0222 USD
USD 0.01 Class A common Sale 4,400 173.4540 USD
USD 0.01 Class A common Sale 7,913 173.2907 USD

(ii) Principal trader where the sole reason for the connection is that the principal trader is in the same group as a connected adviser

Class of relevant security   Purchases/ sales   Total number of securities   Highest price per unit paid/received   Lowest price per unit paid/received

(b) Cash-settled derivative transactions

Class of relevant security   Product description

e.g. CFD

  Nature of dealing

e.g. opening/closing a long/short position, increasing/reducing a long/short position

  Number of reference securities   Price per unit

(c) Stock-settled derivative transactions (including options)

(i) Writing, selling, purchasing or varying

Class   Product   Writing,   Number   Exercise   Type   Expiry   Option
of description purchasing, of price date money
relevant selling, securities per unit paid/
security varying etc to which received
option per unit
      relates        
USD 0.01 Class A common Call Options Purchasing 400 170 USD American 21 Dec 2018 9.4500 USD
USD 0.01 Class A common Put Options Purchasing 100 173 USD American 21 Sep 2018 1.4500 USD

(ii) Exercise

Class of relevant security   Product description

e.g. call option

  Exercising/ exercised against   Number of securities   Exercise price per unit

(d) Other dealings (including subscribing for new securities)

Class of relevant security   Nature of dealing

e.g. subscription, conversion

  Details   Price per unit (if applicable)

4. OTHER INFORMATION

(a) Indemnity and other dealing arrangements

Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the party to the offer or person acting in concert making the disclosure and any other person:

Irrevocable commitments and letters of intent should not be included. If there are no such agreements, arrangements or understandings, state “none”

None

(b) Agreements, arrangements or understandings relating to options or derivatives

Details of any agreement, arrangement or understanding, formal or informal, between the party to the offer or person acting in concert making the disclosure and any other person relating to:

(i) the voting rights of any relevant securities under any option; or

(ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced:

If there are no such agreements, arrangements or understandings, state “none”

None

(c) Attachments

Are any Supplemental Forms attached?

Supplemental Form 8 (Open Positions)  

YES

Supplemental Form 8 (SBL)  

NO

Date of disclosure:  

12 Sept 2018

Contact name:

Large Holdings Regulatory Operations

Telephone number:

020 3134 7213

Public disclosures under Rule 8 of the Code must be made to a Regulatory Information Service.

The Panel’s Market Surveillance Unit is available for consultation in relation to the Code’s dealing disclosure requirements on +44 (0)20 7638 0129.

The Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk.

SUPPLEMENTAL FORM 8 (OPEN POSITIONS)

DETAILS OF OPEN STOCK-SETTLED DERIVATIVE (INCLUDING OPTION) POSITIONS, AGREEMENTS TO PURCHASE OR SELL ETC.

Note 5(i) on Rule 8 of the Takeover Code (the “Code”)

1. KEY INFORMATION

Full name of person making disclosure:  

Barclays PLC.

Name of offeror/offeree in relation to whose relevant securities the disclosure relates:

CME GROUP INC

2. STOCK-SETTLED DERIVATIVES (INCLUDING OPTIONS)

Class   Product   Writing,   Number   Exercise   Type   Expiry
of description purchasing, of price date
relevant selling, securities per unit
security varying etc to which
option
      relates      
USD 0.01 Class A common Call Options Purchased 100 185.0000 American 21 Dec 2018
USD 0.01 Class A common Call Options Purchased 100 175.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 100 125.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 100 120.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 100 160.0000 American 15 Mar 2019
USD 0.01 Class A common Call Options Purchased 100 165.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 100 165.0000 American 21 Sep 2018
USD 0.01 Class A common Call Options Purchased 100 240.0000 American 17 Jan 2020
USD 0.01 Class A common Call Options Purchased 100 135.0000 American 17 Jan 2020
USD 0.01 Class A common Call Options Purchased 100 115.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 100 180.0000 American 21 Sep 2018
USD 0.01 Class A common Call Options Purchased 200 135.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 200 165.0000 American 17 Jan 2020
USD 0.01 Class A common Call Options Purchased 200 145.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 400 145.0000 American 17 Jan 2020
USD 0.01 Class A common Call Options Purchased 400 150.0000 American 17 Jan 2020
USD 0.01 Class A common Call Options Purchased 500 160.0000 American 21 Dec 2018
USD 0.01 Class A common Call Options Purchased 500 195.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 500 155.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 500 220.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 600 155.0000 American 21 Dec 2018
USD 0.01 Class A common Call Options Purchased 700 200.0000 American 17 Jan 2020
USD 0.01 Class A common Call Options Purchased 900 130.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 1,000 210.0000 American 21 Dec 2018
USD 0.01 Class A common Call Options Purchased 1,000 90.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 1,000 105.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 1,100 185.0000 American 21 Sep 2018
USD 0.01 Class A common Call Options Purchased 1,500 170.0000 American 21 Sep 2018
USD 0.01 Class A common Call Options Purchased 2,000 150.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 2,500 160.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Purchased 2,700 190.0000 American 21 Sep 2018
USD 0.01 Class A common Call Options Purchased 3,200 200.0000 American 21 Dec 2018
USD 0.01 Class A common Call Options Purchased 4,800 175.0000 American 14 Sep 2018
USD 0.01 Class A common Call Options Purchased 8,300 175.0000 American 21 Sep 2018
USD 0.01 Class A common Call Options Written -24,800 170.0000 American 14 Sep 2018
USD 0.01 Class A common Call Options Written -6,900 170.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Written -3,200 140.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Written -3,100 180.0000 American 19 Oct 2018
USD 0.01 Class A common Call Options Written -1,600 185.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Written -1,500 173.0000 American 14 Sep 2018
USD 0.01 Class A common Call Options Written -1,400 175.0000 American 19 Oct 2018
USD 0.01 Class A common Call Options Written -1,300 160.0000 American 17 Jan 2020
USD 0.01 Class A common Call Options Written -1,200 200.0000 American 21 Sep 2018
USD 0.01 Class A common Call Options Written -1,100 200.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Written -1,000 210.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Written -600 180.0000 American 21 Dec 2018
USD 0.01 Class A common Call Options Written -500 195.0000 American 21 Dec 2018
USD 0.01 Class A common Call Options Written -400 180.0000 American 18 Jan 2019
USD 0.01 Class A common Call Options Written -300 188.0000 American 14 Sep 2018
USD 0.01 Class A common Call Options Written -200 170.0000 American 19 Oct 2018
USD 0.01 Class A common Call Options Written -200 178.0000 American 21 Sep 2018
USD 0.01 Class A common Call Options Written -100 178.0000 American 12 Oct 2018
USD 0.01 Class A common Call Options Written -100 170.0000 American 21 Dec 2018
USD 0.01 Class A common Call Options Written -100 168.0000 American 21 Sep 2018
USD 0.01 Class A common Call Options Written -100 170.0000 American 5 Oct 2018
USD 0.01 Class A common Put Options Purchased -5,000 60.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -4,000 160.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -3,500 85.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -3,400 65.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -2,500 140.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -2,200 90.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -1,700 155.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Purchased -1,300 165.0000 American 28 Sep 2018
USD 0.01 Class A common Put Options Purchased -1,200 100.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -1,100 130.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -1,100 140.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Purchased -1,100 95.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -1,100 180.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -1,000 170.0000 American 15 Mar 2019
USD 0.01 Class A common Put Options Purchased -900 160.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Purchased -800 140.0000 American 21 Dec 2018
USD 0.01 Class A common Put Options Purchased -800 110.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -700 120.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -600 75.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -500 160.0000 American 19 Oct 2018
USD 0.01 Class A common Put Options Purchased -500 175.0000 American 21 Dec 2018
USD 0.01 Class A common Put Options Purchased -500 180.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Purchased -500 125.0000 American 21 Dec 2018
USD 0.01 Class A common Put Options Purchased -500 155.0000 American 21 Dec 2018
USD 0.01 Class A common Put Options Purchased -400 145.0000 American 21 Dec 2018
USD 0.01 Class A common Put Options Purchased -300 90.0000 American 17 Jan 2020
USD 0.01 Class A common Put Options Purchased -300 160.0000 American 21 Dec 2018
USD 0.01 Class A common Put Options Purchased -200 135.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -200 175.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Purchased -100 165.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -100 150.0000 American 17 Jan 2020
USD 0.01 Class A common Put Options Purchased -100 115.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -100 70.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Purchased -100 85.0000 American 17 Jan 2020
USD 0.01 Class A common Put Options Purchased -100 173.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Written 100 170.0000 American 14 Sep 2018
USD 0.01 Class A common Put Options Written 100 90.0000 American 15 Mar 2019
USD 0.01 Class A common Put Options Written 100 190.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Written 100 175.0000 American 17 Jan 2020
USD 0.01 Class A common Put Options Written 100 175.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Written 100 120.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Written 200 150.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Written 200 70.0000 American 17 Jan 2020
USD 0.01 Class A common Put Options Written 400 170.0000 American 21 Dec 2018
USD 0.01 Class A common Put Options Written 600 163.0000 American 28 Sep 2018
USD 0.01 Class A common Put Options Written 800 105.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Written 800 150.0000 American 21 Dec 2018
USD 0.01 Class A common Put Options Written 800 160.0000 American 28 Sep 2018
USD 0.01 Class A common Put Options Written 800 175.0000 American 19 Oct 2018
USD 0.01 Class A common Put Options Written 900 170.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Written 900 125.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Written 1,500 135.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Written 1,500 185.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Written 2,100 145.0000 American 18 Jan 2019
USD 0.01 Class A common Put Options Written 2,600 115.0000 American 21 Dec 2018
USD 0.01 Class A common Put Options Written 3,000 165.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Written 3,800 178.0000 American 14 Sep 2018
USD 0.01 Class A common Put Options Written 4,300 130.0000 American 21 Sep 2018
USD 0.01 Class A common Put Options Written 6,300 165.0000 American 19 Oct 2018
USD 0.01 Class A common Put Options Written 50,000 155.0000 American 0 Jan 1900

3. AGREEMENTS TO PURCHASE OR SELL ETC.

Full details should be given so that the nature of the interest or position can be fully understood:

It is not necessary to provide details on a Supplemental Form (Open Positions) with regard to cash-settled derivatives.

The currency of all prices and other monetary amounts should be stated.

The Panel’s Market Surveillance Unit is available for consultation in relation to the Code’s disclosure requirements on +44 (0)20 7638 0129.

The Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk.

BARCLAYS PLC

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