City of Santa Clara - File #: 24-170

• File #: 24-170
• Version: 1
• Type: Public Hearing/General Business
• Status: Agenda Ready
• File created: 2/8/2024
• In control: Deferred Compensation Committee
• On agenda: 2/15/2024
• Title: Informational Report Regarding Self-Directed Options Trading provided by Nationwide

Date	Ver.	Action By	Action	Result
2/15/2024	1	Deferred Compensation Committee

REPORT TO DEFERRED COMPENSATION COMMITTEE

SUBJECT

Title

Informational Report Regarding Self-Directed Options Trading provided by Nationwide

Report

DISCUSSION

This is an informational report to the Committee describing self-directed options trading presented by Nationwide.

RECOMMENDATION

Recommendation

Informational report only, staff recommends no action.

ATTACHMENT

1.                     Nationwide - PCRA Options Slide

2.                     Nationwide - Schwab.com Options Research Page

3.                     Nationwide - PCRA Implementation Form (City of Santa Clara)

4.                     Nationwide - Options Participant and Third Party Form

5.                     Nationwide - 2020 Trading Menu Change Form