89R1008 SRA-D By: Hayes H.B. No. 5174 A BILL TO BE ENTITLED AN ACT relating to the law governing actions involving certain investment securities and the priority and perfection of certain security interests under the Uniform Commercial Code. BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: SECTION 1. Section 8.110(b), Business & Commerce Code, is amended to read as follows: (b) Except as otherwise provided by this section, the [The] local law of the entitlement holder's [securities intermediary's] jurisdiction[, as specified in Subsection (e),] governs all other matters[: [(1) acquisition of a security entitlement from the securities intermediary; [(2) the rights and duties of the securities intermediary and entitlement holder arising out of a security entitlement; [(3) whether the securities intermediary owes any duties to an adverse claimant to a security entitlement; and [(4) whether an adverse claim can be asserted against a person who acquires a security entitlement from the securities intermediary or a person who purchases a security entitlement or interest therein from an entitlement holder]. SECTION 2. Section 8.503(a), Business & Commerce Code, is amended to read as follows: (a) To the extent necessary for a securities intermediary to satisfy all security entitlements with respect to a particular financial asset, all interests in that financial asset held by the securities intermediary are held by the securities intermediary for the entitlement holders, are not property of the securities intermediary, and are not subject to claims of creditors of the securities intermediary[, except as otherwise provided in Section 8.511]. SECTION 3. Section 8.511, Business & Commerce Code, is amended to read as follows: Sec. 8.511. PRIORITY AMONG SECURITY INTERESTS AND ENTITLEMENT HOLDERS. If [(a) Except as otherwise provided in Subsections (b) and (c), if] a securities intermediary does not have sufficient interests in a particular financial asset to satisfy both its obligations to entitlement holders who have security entitlements to that financial asset and its obligation to a creditor of the securities intermediary who has a security interest in that financial asset, the claims of entitlement holders, other than the creditor, have priority over the claim of the creditor. [(b) A claim of a creditor of a securities intermediary who has a security interest in a financial asset held by a securities intermediary has priority over claims of the securities intermediary's entitlement holders who have security entitlements with respect to that financial asset if the creditor has control over the financial asset. [(c) If a clearing corporation does not have sufficient financial assets to satisfy both its obligations to entitlement holders who have security entitlements with respect to a financial asset and its obligation to a creditor of the clearing corporation who has a security interest in that financial asset, the claim of the creditor has priority over the claims of entitlement holders.] SECTION 4. Section 9.305(a), Business & Commerce Code, is amended to read as follows: (a) Except as otherwise provided in Subsection (c), the following rules apply: (1) While a security certificate is located in a jurisdiction, the local law of that jurisdiction governs perfection, the effect of perfection or nonperfection, and the priority of a security interest in the certificated security represented thereby. (2) The local law of the issuer's jurisdiction as specified in Section 8.110(d) governs perfection, the effect of perfection or nonperfection, and the priority of a security interest in an uncertificated security. (3) [The local law of the securities intermediary's jurisdiction as specified in Section 8.110(e) governs perfection, the effect of perfection or nonperfection, and the priority of a security interest in a security entitlement or securities account. [(4)] The local law of the commodity intermediary's jurisdiction governs perfection, the effect of perfection or nonperfection, and the priority of a security interest in a commodity contract or commodity account. SECTION 5. Sections 8.110(e) and (f), Business & Commerce Code, are repealed. SECTION 6. The changes in law made to Section 8.110, Business & Commerce Code, apply only to an action filed or proceeding commenced on or after the effective date of this Act. An action filed or proceeding commenced before the effective date of this Act is governed by the law in effect immediately before the effective date of this Act, and that law is continued in effect for that purpose. SECTION 7. The changes in law made by this Act to Sections 8.511 and 9.305(a), Business & Commerce Code, apply only to a security interest that attaches on or after the effective date of this Act. A security interest that attaches before the effective date of this Act is governed by the law in effect immediately before the effective date of this Act, and that law is continued in effect for that purpose. SECTION 8. This Act takes effect September 1, 2025.