Self-Regulatory Organizations; Philadelphia Stock Exchange, Inc.; Notice of Filing and Order Granting Accelerated Approval to a Proposed Rule Change and Amendments No. 1, 2, and 3 Thereto Relating to Index Option Strike Prices, 7607-7609 [E6-1964]
Download as PDF
Federal Register / Vol. 71, No. 29 / Monday, February 13, 2006 / Notices
be submitted on or before March 6,
2006.
IV. Commission’s Findings and Order
Granting Accelerated Approval of the
Proposed Rule Change
After careful consideration, the
Commission finds that the proposed
rule change is consistent with the
requirements of section 6 of the Act 16
and the rules and regulations
thereunder applicable to a national
securities exchange,17 and, in particular,
the requirements of Section 6(b)(5) of
the Act.18 Section 6(b)(5) requires,
among other things, that the rules of a
national securities exchange be
designed to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest.
The Commission previously
approved, on a one-year pilot basis
expiring May 27, 2006, rules that permit
each specialist, DSQT, or DRSQT
assigned in options trading on the Phlx
XL system to receive a Directed Order,
provided that such specialist, DSQT, or
DRSQT is quoting at the National Best
Bid or Offer at the time the Directed
Order is received by the Exchange.19 In
addition, the Directed Order Rules
Release noted that, like specialists,
DSQTs or DRSQTs would be required to
quote continuous, two-sided markets in
not less than 100% of the series in each
Streaming Quote Option in which they
receive Directed Orders.20 While the
current proposal would reduce the
quoting obligations of a DSQT or
DRSQT to not less than 99% of the
series listed on the Exchange of at least
60% of the Stream Quote Options in
which such DSQT or DRSQT is
assigned, the Commission notes the
current proposal would not reduce the
quoting obligations of a DSQT and
DRSQT in Streaming Quote Options in
which a DSQT or DRSQT participates in
a Directed Order. Specifically, the
proposed rule change would require a
16 15
U.S.C. 78f.
approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
18 15.U.S.C. 78f(b)(5).
19 See Securities Exchange Act Release No. 51759
(May 27, 2005), 70 FR 32860 (June 6, 2005) (the
‘‘Directed Order Rules Release’’). This order does
not affect the expiration date of the Directed Order
rules.
20 In connection with the adoption of the
Exchange’s Risk Monitor Mechanism, the 100%
quoting obligation was reduced to 99%. See
Securities Exchange Act Release No. 53166 (January
23, 2006), 71 FR 4625 (January 27, 2006).
rwilkins on PROD1PC63 with NOTICES
17 In
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17:38 Feb 10, 2006
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DSQT or DRSQT to maintain
continuous quotations in not less than
99% of the series of any Streaming
Quote Options in which it participates
in a Directed Order.21
In addition, the Commission notes
that the proposed amendments to
Exchange Rule 1017(b) would continue
to permit the system to open upon the
quote or quotes of DSQTs or DRSQTs,
and thus may continue to facilitate an
expedited opening of options on the
Exchange and thereby improve market
efficiency for all market participants.
The Commission also notes that a Phlx
XL participant that submits a quote
pursuant to the Opening Amendment in
any series when a specialist’s quote has
not been submitted would be required
to submit continuous, two-sided quotes
in such series until such time as the
specialist submits his/her quote.
The Exchange has requested that the
Commission find good cause for
approving the proposed rule change
prior to the thirtieth day after
publication of notice thereof in the
Federal Register. The Commission notes
that the proposed rule change relating to
DSQT and DRQST quoting obligations is
substantially similar to ISE Rule 804,22
which was previously approved by the
Commission after notice and comment,
and therefore the proposed rule change
relating to DSQT and DRSQT quoting
obligations does not raise any new
regulatory issues. The Commission does
not believe that the proposed
amendments to Exchange Rule 1017(b)
would significantly impact the current
opening process because any Phlx XL
participant that submits a quote
pursuant to proposed rule would be
required to submit continuous, twosided quotes in such series until such
time as the specialist submits his/her
quote. Accordingly, the Commission
finds good cause, consistent with
section 19(b)(2) of the Act,23 for
approving the proposed rule change
prior to the thirtieth day after
publication of notice thereof in the
Federal Register.
V. Conclusion
It is therefore ordered, pursuant to
section 19(b)(2) of the Act,24 that the
proposed rule change (SR–Phlx–2006–
11) and Amendment No. 1 are hereby
approved on an accelerated basis.
21 See
proposed Exchange Rule 1014(ii)(D)(1).
supra note 9.
23 15 U.S.C. 78s(b)(2).
24 15 U.S.C. 78s(b)(2).
22 See
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7607
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.25
Jill M. Peterson,
Assistant Secretary.
[FR Doc. E6–1963 Filed 2–10–06; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–53243; File No. SR–Phlx–
2005–43)
Self-Regulatory Organizations;
Philadelphia Stock Exchange, Inc.;
Notice of Filing and Order Granting
Accelerated Approval to a Proposed
Rule Change and Amendments No. 1,
2, and 3 Thereto Relating to Index
Option Strike Prices
February 7, 2006.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 22,
2005, the Philadelphia Stock Exchange,
Inc. (‘‘Phlx’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been substantially prepared by the
Exchange. On December 8, 2005, the
Exchange filed Amendment No. 1 to the
proposed rule change. On December 9,
2005, the Exchange filed Amendment
No. 2 to the proposed rule change. On
January 12, 2006, the Exchange filed
Amendment No. 3 to the proposed rule
change.3 The Commission is publishing
this notice to solicit comments on the
proposed rule change, as amended, from
interested persons. In addition, the
Commission is granting accelerated
approval of the proposed rule change, as
amended.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Phlx Rule 1101A (Terms of Option
Contracts) to indicate that the Exchange
may set strike price intervals of $5 or
greater for options on indexes, and may
set strike prices at $2.50 or greater for
listed index options or in response to
25 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Amendment No. 3 replaced and superseded the
original filing and subsequent amendments in their
entireties. Telephone conversation between Jruij
Trypupenko, Director and Counsel, New Products
Group and Legal Department, Phlx, and Theodore
S. Venuti, Attorney, Division of Market Regulation,
Commission, on January 26, 2006.
1 15
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7608
Federal Register / Vol. 71, No. 29 / Monday, February 13, 2006 / Notices
customer interest or specialist request.
The proposal would also delete
language that is no longer necessary.
The text of the proposed rule change, as
amended, is below. Proposed new
language is in italics; proposed
deletions are in [brackets].
Rule 1101A.
rwilkins on PROD1PC63 with NOTICES
Terms of Option Contracts
(a) The Exchange shall determine
fixed point intervals of exercise prices
for index options (options on indexes).
Generally, the exercise (strike) price
intervals [shall]will be [$2.50 for the
three consecutive near-term months,] no
less than $5; provided, that [for the
fourth month and $10 for the fifth.
However,] the Exchange may determine
to list strike prices at no less than $2.50
intervals [in response to demonstrated
customer interest or specialist request]
for options on the following indexes
(which may also be known as sector
indexes):
(i) PHLX Computer Box Maker Index,
if the strike price is less than $200,
(ii) PHLX Defense Index, if the strike
price is less than $200,
(iii) PHLX Drug Index, if the strike
price is less than $200,
(iv) PHLX Europe Index, if the strike
price is less than $200,
(v) PHLX Gold/Silver Index, if the
strike price is less than $200,
(vi) PHLX Housing Index, if the strike
price is less than $200,
(vii) PHLX Oil Service Index, if the
strike price is less than $200,
(viii) PHLX Semiconductor Index, if
the strike price is less than $200,
(ix) PHLX Utility Index, if the strike
price is less than $200,
(x) PHLX World Energy Index, if the
strike price is less than $200,
(xi) SIG Investment Managers
IndexTM, if the strike price is less than
$200,
(xii) SIG Cable, Media &
Entertainment IndexTM, if the strike
price is less than $200,
(xiii) SIG Casino Gaming IndexTM, if
the strike price is less than $200,
(xiv) SIG Semiconductor Equipment
IndexTM, if the strike price is less than
$200,
(xv) SIG Semiconductor Device
IndexTM, if the strike price is less than
$200,
(xvi) SIG Specialty Retail IndexTM, if
the strike price is less than $200,
(xvii) SIG Steel Producers IndexTM, if
the strike price is less than $200,
(xviii) SIG Footwear & Athletic
IndexTM, if the strike price is less than
$200,
(xix) SIG Education IndexTM, if the
strike price is less than $200,
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17:38 Feb 10, 2006
Jkt 208001
(xx) SIG Restaurant IndexTM, if the
strike price is less than $200,
(xxi) SIG Coal Producers IndexTM, if
the strike price is less than $200,
(xxii) SIG Oil Exploration &
Production IndexTM, if the strike price is
less than $200,
(xxiii) PHLX/KBW Bank Index, if the
strike price is less than $200,
(xxiv) KBW Capital Markets Index, if
the strike price is less than $200,
(xxv) KBW Insurance Index, if the
strike price is less than $200,
(xxvi) KBW Mortgage Finance Index,
if the strike price is less than $200,
(xxvii) KBW Regional Banking Index,
if the strike price is less than $200,
(xxviii) TheStreet.com Internet Sector,
if the strike price is less than $200,
(xxix) Wellspring Bioclinical Trials
IndexTM, if the strike price is less than
$200.
The Exchange may also determine to
list strike prices at no less than $2.50
intervals for options on indexes
delineated in this rule in response to
demonstrated customer interest or
specialist request. For purposes of this
paragraph, demonstrated customer
interest includes institutional (firm)
corporate or customer interest expressed
directly to the Exchange or through the
customer’s floor brokerage unit, but not
interest expressed by an ROT with
respect to trading for the ROT’s own
account. [The Exchange may also
determine to list strike prices at wider
intervals.]
(b) through (c), Commentary—No
change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it had received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item III below. The
Phlx has prepared summaries, set forth
in Sections A, B, and C below, of the
most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
the strike price is less than $200, in
keeping with Exchange needs, specialist
and customer requests, and market
conditions and practices.
Phlx Rule 1101A currently indicates
the Exchange generally shall determine
set strike intervals for options on
indexes, which are also known as index
options or sector index options, as
follows: $2.50 for three consecutive
near-term months, $5.00 for the fourth
month, and $10.00 for the fifth month.
The Exchange has found that the
index strike pricing formulation, which
generally requires set pricing intervals
according to whether options are in the
first three consecutive months, the
fourth month, or the fifth month, does
not afford the flexibility to set strike
prices at appropriate intervals
commensurate with market conditions
and index prices set by other exchanges,
often for similar products.4 Moreover,
Phlx specialists and customers have
expressed on numerous occasions that
the current index strike pricing
approach is too restrictive and does not
allow for efficient pricing of index
options, thereby putting them at a
competitive disadvantage.
The Exchange therefore proposes to
amend Phlx Rule 1101A to indicate that
the Exchange would be permitted to
determine fixed point strike price
intervals for index options (also known
as sector index options) as follows:
—No less than $5.00,
—Provided that the Exchange may list
strike prices at no less than $2.50
intervals (a) in those index options
delineated in Phlx Rule 1101A(a)
where the strike prices are less than
$200, and (b) in the same index
options delineated in this rule in
response to demonstrated customer
interest or specialist request.
For purposes of Phlx Rule 1101A,
‘‘demonstrated customer interest or
specialist request’’ includes institutional
(firm) corporate or customer interest
expressed directly to the Exchange or
through the customer’s floor brokerage
unit, but does not include interest
expressed by a registered options trader
(‘‘ROT’’) with respect to trading for the
ROT’s own account.
The Exchange believes that proposed
Phlx Rule 1101A, as amended, would
provide the flexibility needed for more
efficient index options pricing, would
tend to maximize trading opportunities,
and would be analogous in function to
1. Purpose
The purpose of the proposed rule
change is to provide the Exchange with
the ability to set strike price intervals for
options on indexes at $2.50 or greater if
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Fmt 4703
Sfmt 4703
4 The Exchange has recently amended current
Phlx Rule 1101A in an attempt to gain needed
flexibility. See Securities Act Release No. 49311
(February 24, 2004), 69 FR 9673 (March 1, 2004)
(SR–Phlx–2003–72).
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Federal Register / Vol. 71, No. 29 / Monday, February 13, 2006 / Notices
index strike pricing rules of other option
exchanges.5
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with Section
6(b) of the Act,6 in general, and furthers
the objectives of Section 6(b)(5) of the
Act,7 in particular, in that it is designed
to foster cooperation and coordination
with persons engaged in regulating,
clearing, settling, processing
information with respect to, and
facilitating transaction in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. The Exchange believes
that the proposed rule should allow the
Exchange to set strike prices at levels
that would maximize pricing efficiency
and trading opportunities.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change would impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change, as amended, is consistent with
the Act. Comments may be submitted by
any of the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–Phlx–2005–43 on the
subject line.
rwilkins on PROD1PC63 with NOTICES
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
5 See e.g., Chicago Board Options Exchange Rule
24.9 and International Securities Exchange Rule
2009.
6 15 U.S.C. 78f(b).
7 15 U.S.C. 78f(b)(5).
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17:38 Feb 10, 2006
Jkt 208001
All submissions should refer to File
Number SR–Phlx–2005–43. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Section, 100 F Street, NE., Washington,
DC 20549. Copies of such filing also will
be available for inspection and copying
at the principal office of the Phlx. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make publicly available. All
submissions should refer to File
Number SR–Phlx–2005–43 and should
be submitted on or before March 6,
2006.
IV. Commission’s Findings and Order
Granting Accelerated Approval of
Proposed Rule Change
After careful review, the Commission
finds that the proposed rule change, as
amended, is consistent with the
requirements of the Act and the rules
and regulations thereunder, applicable
to a national securities exchange.8 In
particular, the Commission believes that
the proposed rule change is consistent
with Section 6(b)(5) of the Act,9 which
requires among other things, that the
rules of the Exchange are designed to
foster cooperation and coordination
with persons engaged in regulating,
clearing, settling, processing
information with respect to, and
facilitating transaction in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. The Commission
believes that the proposed rule change
should provide the Exchange with the
8 In approving this proposal, the Commission has
considered its impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
9 15 U.S.C. 78f(b)(5).
PO 00000
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7609
flexibility to efficiently price index
options by allowing the Exchange to list
$2.50 strike price intervals only on
certain index options delineated in this
rule.
The Phlx has requested that the
Commission find good cause for
approving the proposed rule change
prior to the thirtieth day after
publication of notice thereof in the
Federal Register. The Commission notes
that other option exchanges have similar
rules permitting the listing of $2.50
strike price intervals on certain
delineated index options.10 The
Commission believes that granting
accelerated approval of the proposal
should allow the Phlx to conform its
rules to those of other option exchanges
without delay. Accordingly, the
Commission finds good cause, pursuant
to Section 19(b)(2) of the Act,11 for
approving the proposed rule change, as
amended, prior to the thirtieth day after
the date of publication of notice thereof
in the Federal Register.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,12 that the
proposed rule change (SR–Phlx–2005–
43) and Amendments No. 1, 2, and 3
thereto be, and hereby are, approved on
an accelerated basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.13
Jill M. Peterson,
Assistant Secretary.
[FR Doc. E6–1964 Filed 2–10–06; 8:45 am]
BILLING CODE 8010–01–P
SOCIAL SECURITY ADMINISTRATION
Agency Information Collection
Activities: Proposed Request
The Social Security Administration
(SSA) publishes a list of information
collection packages that will require
clearance by the Office of Management
and Budget (OMB) in compliance with
Pub. L. 104–13, the Paperwork
Reduction Act of 1995, effective October
1, 1995. The information collection
packages that may be included in this
notice are for new information
collection.
SSA is soliciting comments on the
accuracy of the agency’s burden
estimate; the need for the information;
its practical utility; ways to enhance its
quality, utility, and clarity; and on ways
10 See
supra note 5.
U.S.C. 78s(b)(2).
12 15 U.S.C. 78s(b)(2).
13 17 CFR 200.30–3(a)(12).
11 15
E:\FR\FM\13FEN1.SGM
13FEN1
Agencies
[Federal Register Volume 71, Number 29 (Monday, February 13, 2006)]
[Notices]
[Pages 7607-7609]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-1964]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-53243; File No. SR-Phlx-2005-43)
Self-Regulatory Organizations; Philadelphia Stock Exchange, Inc.;
Notice of Filing and Order Granting Accelerated Approval to a Proposed
Rule Change and Amendments No. 1, 2, and 3 Thereto Relating to Index
Option Strike Prices
February 7, 2006.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on June 22, 2005, the Philadelphia Stock Exchange, Inc. (``Phlx'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been substantially prepared by the Exchange.
On December 8, 2005, the Exchange filed Amendment No. 1 to the proposed
rule change. On December 9, 2005, the Exchange filed Amendment No. 2 to
the proposed rule change. On January 12, 2006, the Exchange filed
Amendment No. 3 to the proposed rule change.\3\ The Commission is
publishing this notice to solicit comments on the proposed rule change,
as amended, from interested persons. In addition, the Commission is
granting accelerated approval of the proposed rule change, as amended.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ Amendment No. 3 replaced and superseded the original filing
and subsequent amendments in their entireties. Telephone
conversation between Jruij Trypupenko, Director and Counsel, New
Products Group and Legal Department, Phlx, and Theodore S. Venuti,
Attorney, Division of Market Regulation, Commission, on January 26,
2006.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Phlx Rule 1101A (Terms of Option
Contracts) to indicate that the Exchange may set strike price intervals
of $5 or greater for options on indexes, and may set strike prices at
$2.50 or greater for listed index options or in response to
[[Page 7608]]
customer interest or specialist request. The proposal would also delete
language that is no longer necessary. The text of the proposed rule
change, as amended, is below. Proposed new language is in italics;
proposed deletions are in [brackets].
Rule 1101A.
Terms of Option Contracts
(a) The Exchange shall determine fixed point intervals of exercise
prices for index options (options on indexes). Generally, the exercise
(strike) price intervals [shall]will be [$2.50 for the three
consecutive near-term months,] no less than $5; provided, that [for the
fourth month and $10 for the fifth. However,] the Exchange may
determine to list strike prices at no less than $2.50 intervals [in
response to demonstrated customer interest or specialist request] for
options on the following indexes (which may also be known as sector
indexes):
(i) PHLX Computer Box Maker Index, if the strike price is less than
$200,
(ii) PHLX Defense Index, if the strike price is less than $200,
(iii) PHLX Drug Index, if the strike price is less than $200,
(iv) PHLX Europe Index, if the strike price is less than $200,
(v) PHLX Gold/Silver Index, if the strike price is less than $200,
(vi) PHLX Housing Index, if the strike price is less than $200,
(vii) PHLX Oil Service Index, if the strike price is less than
$200,
(viii) PHLX Semiconductor Index, if the strike price is less than
$200,
(ix) PHLX Utility Index, if the strike price is less than $200,
(x) PHLX World Energy Index, if the strike price is less than $200,
(xi) SIG Investment Managers IndexTM, if the strike price is less
than $200,
(xii) SIG Cable, Media & Entertainment IndexTM, if the strike price
is less than $200,
(xiii) SIG Casino Gaming IndexTM, if the strike price is less than
$200,
(xiv) SIG Semiconductor Equipment IndexTM, if the strike price is
less than $200,
(xv) SIG Semiconductor Device IndexTM, if the strike price is less
than $200,
(xvi) SIG Specialty Retail IndexTM, if the strike price is less
than $200,
(xvii) SIG Steel Producers IndexTM, if the strike price is less
than $200,
(xviii) SIG Footwear & Athletic IndexTM, if the strike price is
less than $200,
(xix) SIG Education IndexTM, if the strike price is less than $200,
(xx) SIG Restaurant IndexTM, if the strike price is less than $200,
(xxi) SIG Coal Producers IndexTM, if the strike price is less than
$200,
(xxii) SIG Oil Exploration & Production IndexTM, if the strike
price is less than $200,
(xxiii) PHLX/KBW Bank Index, if the strike price is less than $200,
(xxiv) KBW Capital Markets Index, if the strike price is less than
$200,
(xxv) KBW Insurance Index, if the strike price is less than $200,
(xxvi) KBW Mortgage Finance Index, if the strike price is less than
$200,
(xxvii) KBW Regional Banking Index, if the strike price is less
than $200,
(xxviii) TheStreet.com Internet Sector, if the strike price is less
than $200,
(xxix) Wellspring Bioclinical Trials IndexTM, if the strike price
is less than $200.
The Exchange may also determine to list strike prices at no less
than $2.50 intervals for options on indexes delineated in this rule in
response to demonstrated customer interest or specialist request. For
purposes of this paragraph, demonstrated customer interest includes
institutional (firm) corporate or customer interest expressed directly
to the Exchange or through the customer's floor brokerage unit, but not
interest expressed by an ROT with respect to trading for the ROT's own
account. [The Exchange may also determine to list strike prices at
wider intervals.]
(b) through (c), Commentary--No change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it had received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item III below. The Phlx has prepared summaries, set forth in Sections
A, B, and C below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to provide the Exchange
with the ability to set strike price intervals for options on indexes
at $2.50 or greater if the strike price is less than $200, in keeping
with Exchange needs, specialist and customer requests, and market
conditions and practices.
Phlx Rule 1101A currently indicates the Exchange generally shall
determine set strike intervals for options on indexes, which are also
known as index options or sector index options, as follows: $2.50 for
three consecutive near-term months, $5.00 for the fourth month, and
$10.00 for the fifth month.
The Exchange has found that the index strike pricing formulation,
which generally requires set pricing intervals according to whether
options are in the first three consecutive months, the fourth month, or
the fifth month, does not afford the flexibility to set strike prices
at appropriate intervals commensurate with market conditions and index
prices set by other exchanges, often for similar products.\4\ Moreover,
Phlx specialists and customers have expressed on numerous occasions
that the current index strike pricing approach is too restrictive and
does not allow for efficient pricing of index options, thereby putting
them at a competitive disadvantage.
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\4\ The Exchange has recently amended current Phlx Rule 1101A in
an attempt to gain needed flexibility. See Securities Act Release
No. 49311 (February 24, 2004), 69 FR 9673 (March 1, 2004) (SR-Phlx-
2003-72).
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The Exchange therefore proposes to amend Phlx Rule 1101A to
indicate that the Exchange would be permitted to determine fixed point
strike price intervals for index options (also known as sector index
options) as follows:
--No less than $5.00,
--Provided that the Exchange may list strike prices at no less than
$2.50 intervals (a) in those index options delineated in Phlx Rule
1101A(a) where the strike prices are less than $200, and (b) in the
same index options delineated in this rule in response to demonstrated
customer interest or specialist request.
For purposes of Phlx Rule 1101A, ``demonstrated customer interest
or specialist request'' includes institutional (firm) corporate or
customer interest expressed directly to the Exchange or through the
customer's floor brokerage unit, but does not include interest
expressed by a registered options trader (``ROT'') with respect to
trading for the ROT's own account.
The Exchange believes that proposed Phlx Rule 1101A, as amended,
would provide the flexibility needed for more efficient index options
pricing, would tend to maximize trading opportunities, and would be
analogous in function to
[[Page 7609]]
index strike pricing rules of other option exchanges.\5\
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\5\ See e.g., Chicago Board Options Exchange Rule 24.9 and
International Securities Exchange Rule 2009.
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2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
Section 6(b) of the Act,\6\ in general, and furthers the objectives of
Section 6(b)(5) of the Act,\7\ in particular, in that it is designed to
foster cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transaction in securities, to remove impediments to and
perfect the mechanism of a free and open market and a national market
system, and, in general, to protect investors and the public interest.
The Exchange believes that the proposed rule should allow the Exchange
to set strike prices at levels that would maximize pricing efficiency
and trading opportunities.
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\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change would
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change, as amended, is consistent with the Act. Comments may be
submitted by any of the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-Phlx-2005-43 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2005-43. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Section, 100 F Street,
NE., Washington, DC 20549. Copies of such filing also will be available
for inspection and copying at the principal office of the Phlx. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make publicly available. All
submissions should refer to File Number SR-Phlx-2005-43 and should be
submitted on or before March 6, 2006.
IV. Commission's Findings and Order Granting Accelerated Approval of
Proposed Rule Change
After careful review, the Commission finds that the proposed rule
change, as amended, is consistent with the requirements of the Act and
the rules and regulations thereunder, applicable to a national
securities exchange.\8\ In particular, the Commission believes that the
proposed rule change is consistent with Section 6(b)(5) of the Act,\9\
which requires among other things, that the rules of the Exchange are
designed to foster cooperation and coordination with persons engaged in
regulating, clearing, settling, processing information with respect to,
and facilitating transaction in securities, to remove impediments to
and perfect the mechanism of a free and open market and a national
market system, and, in general, to protect investors and the public
interest. The Commission believes that the proposed rule change should
provide the Exchange with the flexibility to efficiently price index
options by allowing the Exchange to list $2.50 strike price intervals
only on certain index options delineated in this rule.
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\8\ In approving this proposal, the Commission has considered
its impact on efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
\9\ 15 U.S.C. 78f(b)(5).
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The Phlx has requested that the Commission find good cause for
approving the proposed rule change prior to the thirtieth day after
publication of notice thereof in the Federal Register. The Commission
notes that other option exchanges have similar rules permitting the
listing of $2.50 strike price intervals on certain delineated index
options.\10\ The Commission believes that granting accelerated approval
of the proposal should allow the Phlx to conform its rules to those of
other option exchanges without delay. Accordingly, the Commission finds
good cause, pursuant to Section 19(b)(2) of the Act,\11\ for approving
the proposed rule change, as amended, prior to the thirtieth day after
the date of publication of notice thereof in the Federal Register.
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\10\ See supra note 5.
\11\ 15 U.S.C. 78s(b)(2).
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V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\12\ that the proposed rule change (SR-Phlx-2005-43) and Amendments
No. 1, 2, and 3 thereto be, and hereby are, approved on an accelerated
basis.
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\12\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Jill M. Peterson,
Assistant Secretary.
[FR Doc. E6-1964 Filed 2-10-06; 8:45 am]
BILLING CODE 8010-01-P