Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing of a Proposed Rule Change and Amendment No. 1 Thereto Amending its Index Obvious Error Rule, 76393-76395 [E6-21654]
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76393
Federal Register / Vol. 71, No. 244 / Wednesday, December 20, 2006 / Notices
PCAOB. At any time within 60 days of
the filing of the proposed rule change,
the Commission may summarily
abrogate such rule change if it appears
to the Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Exchange Act.
2006–02 and should be submitted on or
before January 10, 2007.
IV. Solicitation of Comments
SECURITIES AND EXCHANGE
COMMISSION
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule is
consistent with the requirements of
Title I of the Act. Comments may be
submitted by any of the following
methods:
Electronic Comments
sroberts on PROD1PC70 with NOTICES
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/pcaob.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number PCAOB–2006–02 on the subject
line.
By the Commission.
Nancy M. Morris,
Secretary.
[FR Doc. E6–21659 Filed 12–19–06; 8:45 am]
Chicago Board Options Exchange,
Incorporated
BILLING CODE 8011–01–P
[Release No. 34–54926; File No. SR–CBOE–
2006–62]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of a
Proposed Rule Change and
Amendment No. 1 Thereto Amending
its Index Obvious Error Rule
December 13, 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 July 7,
2006, the Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’ or
‘‘Exchange’’) filed with the Securities
Paper Comments
and Exchange Commission
• Send paper comments in triplicate
(‘‘Commission’’) the proposed rule
to Nancy M. Morris, Secretary,
change as described in Items I, II, and
Securities and Exchange Commission,
III below, which Items have been
100 F Street, NE., Washingtion, DC
substantially prepared by the Exchange.
20549–1090.
On October 30, 2006, the CBOE
All submissions should refer to File
submitted Amendment No. 1 to the
Number PCAOB–2006–02. This file
proposed rule change.3 The Commission
number should be included on the
is publishing this notice to solicit
subject line if e-mail is used. To help the comments on the proposed rule change,
Commission process and review your
as amended, from interested persons.
comments more efficiently, please use
I. Self-Regulatory Organization’s
only one method. The Commission will
Statement of the Terms of Substance of
post all comments on the Commission’s
the Proposed Rule Change
Internet Web site (https://www.sec.gov/
The Exchange proposes to amend
rules/pcaob.shtml). Copies of the
CBOE Rule 24.16 (‘‘Rule’’), which is the
submission, all subsequent
Exchange’s rule applicable to the
amendments, all written statements
nullification and adjustment of
with respect to the proposed rule
transactions in index options, options
change that are filed with the
on exchange-traded funds (‘‘ETFs’’), and
Commission, and all written
options on HOLDing Company
communications relating to the
Depository ReceiptS (‘‘HOLDRS’’). The
proposed rule change between the
Commission and any person, other than Exchange is proposing to amend the
Rule in order to: (i) re-define what
those that may be withheld from the
constitutes an ‘‘obvious price error;’’ (ii)
public in accordance with the
provide for a Market-Maker to Marketprovisions of 5 U.S.C. 552, will be
Maker adjustment of obvious price
available for inspection and copying in
errors (currently such erroneous
the Commission’s Public Reference
Room. Copies of such filing also will be transactions are subject to nullification);
(iii) eliminate the nullification and
available for inspection and copying at
adjustments provisions for erroneous
the principal office of the PCAOB. All
quantity errors; and (iv) make various
comments received will be posted
without change; we do not edit personal
1 15 U.S.C. 78s(b)(1).
identifying information from
2 17 CFR 240.19b–4.
submissions. You should submit only
3 Amendment No. 1 (‘‘Amendment No. 1’’)
information that you wish to make
supersedes and replaces the original filing in its
available publicly. All submissions
entirety. The substance of Amendment No. 1 is
incorporated into this notice.
should refer to File Number PCAOB–
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20:03 Dec 19, 2006
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PO 00000
Frm 00123
Fmt 4703
non-substantive changes to the text of
the Rule.
Below is the text of the proposed rule
change. Proposed new language is in
italics and proposed deletions are in
[brackets].
Sfmt 4703
Rules
*
*
*
*
*
Rule 24.16. Nullification and
Adjustment of [Index Option]
Transactions in Index Options, Options
on ETFs and Options on HOLDRS
RULE 24.16. This Rule only governs
the nullification and adjustment of
transactions involving index options
and options on ETFs or HOLDRS[s].
Rule 6.25 governs the nullification and
adjustment of transactions involving
equity options. Paragraphs (a)(1), [(2),]
([6]5) and ([7]6) of this Rule have no
applicability to trades executed in open
outcry.
(a) Trades Subject to Review
A member or person associated with
a member may have a trade adjusted or
nullified, as provided herein, if, in
addition to satisfying the procedural
requirements of paragraph (b) below,
one of the following conditions is
satisfied:
(1) Obvious Price Error: An obvious
price[ing] error will be deemed to have
occurred when the execution price of a
transaction is above or below the fair
market value of the option by at least a
prescribed minimum error amount. For
series trading with normal bid-ask
differentials as established in Rule
8.7(b)(iv), the prescribed minimum error
amount shall be: [(a) the greater of $0.10
or 10% for options trading under $2.50;
(b) 10% for options trading at or above
$2.50 and under $5; or (c) $0.50 for
options trading at $5 or higher.]
Fair market value
Below $2 .......................................
$2 to $5 ........................................
Above $5 to $10 ...........................
Above $10 to $20 .........................
Above $20 ....................................
Minimum
error
amount
$0.125
$0.20
$0.25
$0.40
$0.50
For series trading with bid-ask
differentials that are [greater than]a
multiple of the widths established in
Rule 8.7(b)(iv), the prescribed minimum
error amount shall have the same
multiple applied to the minimum error
amount prescribed above[be: (a) the
greater of $0.20 or 20% for options
trading under $2.50; (b) 20% for options
trading at or above $2.50 and under $5;
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or (c) $1.00 for options trading at $5 or
higher].
(i) Definition of Fair Market Value:
For purposes of this Rule only, the fair
market value of an option is the
midpoint of the national best bid and
national best offer for the series (across
all exchanges trading the option). In
multiply listed issues, if there are no
quotes for comparison purposes, fair
market value shall be determined by
Trading Officials. For singly-listed
issues, fair market value shall be the
midpoint of the first quote after the
transaction(s) in question that does not
reflect the erroneous transaction(s). For
transactions occurring as part of the
Rapid Opening System (‘‘ROS trades’’)
or Hybrid Opening System (‘‘HOSS’’),
fair market value shall be the midpoint
of the first quote after the transaction(s)
in question that does not reflect the
erroneous transaction(s). The
determination of fair market value shall
be made by Trading Officials in
accordance with the provisions of this
paragraph.
(ii) Price Adjustment or Nullification:
Obvious price errors will be adjusted or
nullified in accordance with the
following:
(A) Transactions between CBOE
Market-Makers: Where both parties to
the transaction are CBOE MarketMakers, the execution price of the
transaction will be adjusted by Trading
Officials upon notification pursuant to
paragraph (b) and in accordance with
the adjustment and nullification
provisions of paragraph (c)(1) below.
(B) Transactions involving at least one
non-CBOE Market-Maker: Where one of
the parties to the transaction is not a
CBOE Market-Maker, the transaction
will be adjusted or nullified by Trading
Officials upon notification pursuant to
paragraph (b) and in accordance with
the adjustment and nullification
provisions of paragraph (c)(3) below.
[(2) Obvious Quantity Error: An
obvious error in the quantity term will
be deemed to occur when the
transaction size exceeds the responsible
broker or dealer’s average disseminated
size over the previous four hours by a
factor of five (5) times. The quantity to
which a transaction shall be adjusted
from an obvious quantity error shall be
the responsible broker or dealer’s
average disseminated size over the
previous four trading hours (which may
include the previous trading day).]
(3)–(7) Renumbered to (2)–(6)
(b) No change.
(c) Adjustments and Nullifications
(1) Transactions between CBOE
Market-Makers pursuant to paragraph
(a)(1) shall be adjusted to the fair
market value minus (plus) the
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20:03 Dec 19, 2006
Jkt 211001
prescribed minimum error amount with
respect to an erroneous sell (buy)
transaction. If the adjusted price is not
in a multiple of the applicable
minimum trading increment, the
adjusted price will be rounded down
(up) to the next price that is a multiple
of the applicable minimum trading
increment with respect to an erroneous
sell (buy) transaction.
(2) Transactions between CBOE
Market-Makers pursuant to paragraphs
(a)(2)–(a)(5) shall be nullified.
(3) [Unless otherwise specified in
Rule 24.16(a)(1)–(6), t]Transactions
involving at least one non-CBOE
Market-Maker pursuant to paragraphs
(a)(1) through (a)(5) will be adjusted
provided the adjusted price does not
violate the [customer’s]non-CBOE
Market-Maker’s limit price. Otherwise,
the transaction will be nullified. With
respect to Rule 24.16(a)(1)(ii)(B)–
(a)(4)[(5)], the price to which a
transaction shall be adjusted shall be the
National Best Bid (Offer) immediately
following the erroneous transaction
with respect to a sell (buy) order entered
on the Exchange. For ROS or HOSS
transactions, the price to which a
transaction shall be adjusted shall be
based on the first non-erroneous quote
after the erroneous transaction on
CBOE. With respect to Rule
24.16(a)([6]5), the transaction shall be
adjusted to a price that is $0.10 under
parity.
(d)–(e) No change.
* * * Interpretations and Policies:
.01–.02 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, as amended,
and discussed any comments it received
on the proposed rule change, as
amended. The text of these statements
may be examined at the places specified
in Item IV below. The Exchange 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 Exchange is proposing to make
various amendments to CBOE Rule
24.16, which is its obvious error rule
pertaining to index options, options on
PO 00000
Frm 00124
Fmt 4703
Sfmt 4703
ETFs, and options on HOLDRS. First,
the Exchange states that the proposal
would revise the scale used to identify
the minimum error amount necessary to
constitute an obvious price error.
Specifically, an ‘‘obvious price error’’
would be deemed to have occurred for
series trading with normal bid-ask
differentials as established in CBOE rule
8.7(b)(iv) when the execution price of a
transaction is above or below the fair
market value of the option by at least:
$0.125 for options trading under $2;
$0.20 for options trading at or above $2
and up to $5; $0.25 for options trading
above $5 and up to $10; $0.40 for
options trading above $10 and up to
$20; and $0.50 for options trading above
$20. For series trading with bid-ask
differentials that are a multiple of the
widths established in CBOE rule
8.7(b)(iv), the prescribed error amount
would have the same multiple applied
to the amounts prescribed above. For
example, if double-wide bid-ask relief
has been granted in an option that
currently trades at a price of $6, the
minimum error amount would be $0.50
above or below the fair market value.4
Second, the Exchange states that the
proposal would revise the obvious price
error provision as it relates to the
handling of transactions involving only
CBOE Market-Makers. Under the current
rule, such erroneous price transactions
are nullified. Under the proposal, these
CBOE-Market-Maker-to-CBOE-MarketMaker transactions would be subject to
adjustment.5 The Exchange states that
4 The Exchange states that under the current rule,
an ‘‘obvious pricing error’’ is deemed to have
occurred when the execution price of a transaction
is above or below the fair market value of the option
by at least a prescribed amount. For series trading
with normal bid-ask differentials as established in
CBOE rule 8.7(b)(iv), the prescribed amount is: (a)
the greater of $0.10 or 10% for options trading
under $2.50; (b) 10% for options trading at or above
$2.50 and under $5; or (c) $0.50 for options trading
at $5 or higher. For series trading with bid-ask
differentials that are greater than the widths
established in CBOE rule 8.7(b)(iv), the prescribed
error amount is: (a) The greater of $0.20 or 20% for
options trading under $2.50; (b) 20% for options
trading at or above $2.50 and under $5; or (c) $1.00
for options trading at $5 or higher. See CBOE rule
24.16(a)(1). The Exchange states that the definition
of fair market value will continue to apply as it
currently does today. However, the Exchange is
proposing to clarify in the text of the rule that, with
respect to singly-listed issues and transactions
occurring as part of ROS or HOSS, the fair market
value is the midpoint of the first quote after the
transaction(s) in question that does not reflect the
erroneous transaction(s). Additionally, the
Exchange is proposing to clarify that the
determination of fair market value is made by
Trading Officials in accordance with the provisions
of CBOE rule 24.16(a)(1)(i). Telephone conference
between Michou H.M. Nguyen, Special Counsel,
Division of Market Regulation, Commission, and
Jennifer Lamie, Managing Senior Attorney,
Exchange, on October 31, 2006.
5 The Exchange states that the proposed revisions
to the text of the rule make clear that the manner
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sroberts on PROD1PC70 with NOTICES
this change is intended to address
feedback from Exchange members that
an adjustment is preferential to having
a transaction nullified because in many
instances the CBOE Market-Makers that
are parties to the transaction may have
already hedged the option position
before being alerted to the erroneous
price error. The CBOE notes that the
change is also consistent with the
Exchange’s current procedures for
adjusting erroneous price errors in
equity options involving CBOE MarketMakers.6
The Exchange states that in applying
the proposed CBOE Market-Maker
adjustment provision to index options/
ETF/HOLDRS, the adjustment price
would be equal to the fair market value
of the option minus the minimum error
amount in the case of an erroneous sell
transaction or the fair market value plus
the minimum error amount in the case
of an erroneous buy transaction. If the
adjusted price is not in a multiple of the
applicable minimum trading increment,
the adjusted price would be rounded
down (up) to the next price that is a
multiple of the applicable minimum
trading increment with respect to an
erroneous sell (buy) transaction. For
example, if an erroneous sale
transaction involving two CBOE MarketMakers occurred in an option with a fair
market value of $6.075 and a minimum
trading increment of $0.10, the adjusted
price would be $5.80 ($6.075 ¥ $0.25
= $5.825, which is rounded down to the
nearest $0.10 increment of $5.80).
Third, the Exchange states that the
proposal would eliminate obvious
quantity errors as a type of transaction
that is subject to obvious error review.
The Exchange represents that
elimination of this provision is
consistent with the Exchange’s current
rule for equity options, which does not
have an obvious error review for
quantity errors.7
Fourth, the Exchange states that the
proposal would make various nonsubstantive changes to CBOE rule 24.16,
such as making cross-reference updates
to correspond to the above-described
revisions, changing the title of the rule
to reflect its application to options on
ETFs and HOLDRS (currently the title
in which obvious price errors involving at least one
non-CBOE Market-Maker are handled will continue
to apply unchanged. In addition, the proposed
revisions to the text of the rule make clear that the
manner in which other obvious errors (i.e., obvious
errors related to verifiable disruptions or
malfunctions of Exchange systems, erroneous prints
or quotes in the underlying, trades below intrinsic
value, and no bid series) will also continue to apply
unchanged. See proposed revisions to CBOE rule
24.16(c).
6 See CBOE rule 6.25(a)(1).
7 See CBOE rule 6.25(a).
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20:03 Dec 19, 2006
Jkt 211001
only references index options),
clarifying that fair market value is as
determined by Exchange Trading
Officials who administer the obvious
error rule, and making other nonsubstantive changes for ease of
understanding the existing text.
2. Statutory Basis
The Exchange believes the proposed
rule change, as amended, is consistent
with section 6(b) of the Act,8 in general,
and furthers the objectives of section
6(b)(5) of the Act,9 in particular, in that
it is designed to promote just and
equitable principles of trade, prevent
fraudulent and manipulative acts,
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.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change, as amended,
will impose any burden on competition
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 solicited
or received by the Exchange with
respect to the proposed rule change, as
amended.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding, or
(ii) as to which the Exchange consents,
the Commission will:
A. By order approve the proposed rule
change, as amended, or
B. institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. 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:
8 15
9 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
Frm 00125
Fmt 4703
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–CBOE–2006–62 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–CBOE–2006–62. 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
Room. Copies of the filing also will be
available for inspection and copying at
the principal office of the Exchange. 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 available publicly. All
submissions should refer to File
Number SR–CBOE–2006–62 and should
be submitted on or before January 10,
2007.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E6–21654 Filed 12–19–06; 8:45 am]
BILLING CODE 8011–01–P
10 17
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76395
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CFR 200.30–3(a)(12).
20DEN1
Agencies
[Federal Register Volume 71, Number 244 (Wednesday, December 20, 2006)]
[Notices]
[Pages 76393-76395]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-21654]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-54926; File No. SR-CBOE-2006-62]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing of a Proposed Rule Change and Amendment
No. 1 Thereto Amending its Index Obvious Error Rule
December 13, 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 July 7, 2006, the Chicago Board Options Exchange, Incorporated
(``CBOE'' or ``Exchange'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I, II, and III below, which Items have been substantially
prepared by the Exchange. On October 30, 2006, the CBOE submitted
Amendment No. 1 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ Amendment No. 1 (``Amendment No. 1'') supersedes and
replaces the original filing in its entirety. The substance of
Amendment No. 1 is incorporated into this notice.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend CBOE Rule 24.16 (``Rule''), which is
the Exchange's rule applicable to the nullification and adjustment of
transactions in index options, options on exchange-traded funds
(``ETFs''), and options on HOLDing Company Depository ReceiptS
(``HOLDRS''). The Exchange is proposing to amend the Rule in order to:
(i) re-define what constitutes an ``obvious price error;'' (ii) provide
for a Market-Maker to Market-Maker adjustment of obvious price errors
(currently such erroneous transactions are subject to nullification);
(iii) eliminate the nullification and adjustments provisions for
erroneous quantity errors; and (iv) make various non-substantive
changes to the text of the Rule.
Below is the text of the proposed rule change. Proposed new
language is in italics and proposed deletions are in [brackets].
Chicago Board Options Exchange, Incorporated
Rules
* * * * *
Rule 24.16. Nullification and Adjustment of [Index Option] Transactions
in Index Options, Options on ETFs and Options on HOLDRS
RULE 24.16. This Rule only governs the nullification and adjustment
of transactions involving index options and options on ETFs or
HOLDRS[s]. Rule 6.25 governs the nullification and adjustment of
transactions involving equity options. Paragraphs (a)(1), [(2),] ([6]5)
and ([7]6) of this Rule have no applicability to trades executed in
open outcry.
(a) Trades Subject to Review
A member or person associated with a member may have a trade
adjusted or nullified, as provided herein, if, in addition to
satisfying the procedural requirements of paragraph (b) below, one of
the following conditions is satisfied:
(1) Obvious Price Error: An obvious price[ing] error will be deemed
to have occurred when the execution price of a transaction is above or
below the fair market value of the option by at least a prescribed
minimum error amount. For series trading with normal bid-ask
differentials as established in Rule 8.7(b)(iv), the prescribed minimum
error amount shall be: [(a) the greater of $0.10 or 10% for options
trading under $2.50; (b) 10% for options trading at or above $2.50 and
under $5; or (c) $0.50 for options trading at $5 or higher.]
------------------------------------------------------------------------
Minimum
Fair market value error
amount
------------------------------------------------------------------------
Below $2..................................................... $0.125
$2 to $5..................................................... $0.20
Above $5 to $10.............................................. $0.25
Above $10 to $20............................................. $0.40
Above $20.................................................... $0.50
------------------------------------------------------------------------
For series trading with bid-ask differentials that are [greater
than]a multiple of the widths established in Rule 8.7(b)(iv), the
prescribed minimum error amount shall have the same multiple applied to
the minimum error amount prescribed above[be: (a) the greater of $0.20
or 20% for options trading under $2.50; (b) 20% for options trading at
or above $2.50 and under $5;
[[Page 76394]]
or (c) $1.00 for options trading at $5 or higher].
(i) Definition of Fair Market Value: For purposes of this Rule
only, the fair market value of an option is the midpoint of the
national best bid and national best offer for the series (across all
exchanges trading the option). In multiply listed issues, if there are
no quotes for comparison purposes, fair market value shall be
determined by Trading Officials. For singly-listed issues, fair market
value shall be the midpoint of the first quote after the transaction(s)
in question that does not reflect the erroneous transaction(s). For
transactions occurring as part of the Rapid Opening System (``ROS
trades'') or Hybrid Opening System (``HOSS''), fair market value shall
be the midpoint of the first quote after the transaction(s) in question
that does not reflect the erroneous transaction(s). The determination
of fair market value shall be made by Trading Officials in accordance
with the provisions of this paragraph.
(ii) Price Adjustment or Nullification: Obvious price errors will
be adjusted or nullified in accordance with the following:
(A) Transactions between CBOE Market-Makers: Where both parties to
the transaction are CBOE Market-Makers, the execution price of the
transaction will be adjusted by Trading Officials upon notification
pursuant to paragraph (b) and in accordance with the adjustment and
nullification provisions of paragraph (c)(1) below.
(B) Transactions involving at least one non-CBOE Market-Maker:
Where one of the parties to the transaction is not a CBOE Market-Maker,
the transaction will be adjusted or nullified by Trading Officials upon
notification pursuant to paragraph (b) and in accordance with the
adjustment and nullification provisions of paragraph (c)(3) below.
[(2) Obvious Quantity Error: An obvious error in the quantity term
will be deemed to occur when the transaction size exceeds the
responsible broker or dealer's average disseminated size over the
previous four hours by a factor of five (5) times. The quantity to
which a transaction shall be adjusted from an obvious quantity error
shall be the responsible broker or dealer's average disseminated size
over the previous four trading hours (which may include the previous
trading day).]
(3)-(7) Renumbered to (2)-(6)
(b) No change.
(c) Adjustments and Nullifications
(1) Transactions between CBOE Market-Makers pursuant to paragraph
(a)(1) shall be adjusted to the fair market value minus (plus) the
prescribed minimum error amount with respect to an erroneous sell (buy)
transaction. If the adjusted price is not in a multiple of the
applicable minimum trading increment, the adjusted price will be
rounded down (up) to the next price that is a multiple of the
applicable minimum trading increment with respect to an erroneous sell
(buy) transaction.
(2) Transactions between CBOE Market-Makers pursuant to paragraphs
(a)(2)-(a)(5) shall be nullified.
(3) [Unless otherwise specified in Rule 24.16(a)(1)-(6),
t]Transactions involving at least one non-CBOE Market-Maker pursuant to
paragraphs (a)(1) through (a)(5) will be adjusted provided the adjusted
price does not violate the [customer's]non-CBOE Market-Maker's limit
price. Otherwise, the transaction will be nullified. With respect to
Rule 24.16(a)(1)(ii)(B)-(a)(4)[(5)], the price to which a transaction
shall be adjusted shall be the National Best Bid (Offer) immediately
following the erroneous transaction with respect to a sell (buy) order
entered on the Exchange. For ROS or HOSS transactions, the price to
which a transaction shall be adjusted shall be based on the first non-
erroneous quote after the erroneous transaction on CBOE. With respect
to Rule 24.16(a)([6]5), the transaction shall be adjusted to a price
that is $0.10 under parity.
(d)-(e) No change.
* * * Interpretations and Policies:
.01-.02 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, as
amended, and discussed any comments it received on the proposed rule
change, as amended. The text of these statements may be examined at the
places specified in Item IV below. The Exchange 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 Exchange is proposing to make various amendments to CBOE Rule
24.16, which is its obvious error rule pertaining to index options,
options on ETFs, and options on HOLDRS. First, the Exchange states that
the proposal would revise the scale used to identify the minimum error
amount necessary to constitute an obvious price error. Specifically, an
``obvious price error'' would be deemed to have occurred for series
trading with normal bid-ask differentials as established in CBOE rule
8.7(b)(iv) when the execution price of a transaction is above or below
the fair market value of the option by at least: $0.125 for options
trading under $2; $0.20 for options trading at or above $2 and up to
$5; $0.25 for options trading above $5 and up to $10; $0.40 for options
trading above $10 and up to $20; and $0.50 for options trading above
$20. For series trading with bid-ask differentials that are a multiple
of the widths established in CBOE rule 8.7(b)(iv), the prescribed error
amount would have the same multiple applied to the amounts prescribed
above. For example, if double-wide bid-ask relief has been granted in
an option that currently trades at a price of $6, the minimum error
amount would be $0.50 above or below the fair market value.\4\
Second, the Exchange states that the proposal would revise the
obvious price error provision as it relates to the handling of
transactions involving only CBOE Market-Makers. Under the current rule,
such erroneous price transactions are nullified. Under the proposal,
these CBOE-Market-Maker-to-CBOE-Market-Maker transactions would be
subject to adjustment.\5\ The Exchange states that
[[Page 76395]]
this change is intended to address feedback from Exchange members that
an adjustment is preferential to having a transaction nullified because
in many instances the CBOE Market-Makers that are parties to the
transaction may have already hedged the option position before being
alerted to the erroneous price error. The CBOE notes that the change is
also consistent with the Exchange's current procedures for adjusting
erroneous price errors in equity options involving CBOE Market-
Makers.\6\
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\4\ The Exchange states that under the current rule, an
``obvious pricing error'' is deemed to have occurred when the
execution price of a transaction is above or below the fair market
value of the option by at least a prescribed amount. For series
trading with normal bid-ask differentials as established in CBOE
rule 8.7(b)(iv), the prescribed amount is: (a) the greater of $0.10
or 10% for options trading under $2.50; (b) 10% for options trading
at or above $2.50 and under $5; or (c) $0.50 for options trading at
$5 or higher. For series trading with bid-ask differentials that are
greater than the widths established in CBOE rule 8.7(b)(iv), the
prescribed error amount is: (a) The greater of $0.20 or 20% for
options trading under $2.50; (b) 20% for options trading at or above
$2.50 and under $5; or (c) $1.00 for options trading at $5 or
higher. See CBOE rule 24.16(a)(1). The Exchange states that the
definition of fair market value will continue to apply as it
currently does today. However, the Exchange is proposing to clarify
in the text of the rule that, with respect to singly-listed issues
and transactions occurring as part of ROS or HOSS, the fair market
value is the midpoint of the first quote after the transaction(s) in
question that does not reflect the erroneous transaction(s).
Additionally, the Exchange is proposing to clarify that the
determination of fair market value is made by Trading Officials in
accordance with the provisions of CBOE rule 24.16(a)(1)(i).
Telephone conference between Michou H.M. Nguyen, Special Counsel,
Division of Market Regulation, Commission, and Jennifer Lamie,
Managing Senior Attorney, Exchange, on October 31, 2006.
\5\ The Exchange states that the proposed revisions to the text
of the rule make clear that the manner in which obvious price errors
involving at least one non-CBOE Market-Maker are handled will
continue to apply unchanged. In addition, the proposed revisions to
the text of the rule make clear that the manner in which other
obvious errors (i.e., obvious errors related to verifiable
disruptions or malfunctions of Exchange systems, erroneous prints or
quotes in the underlying, trades below intrinsic value, and no bid
series) will also continue to apply unchanged. See proposed
revisions to CBOE rule 24.16(c).
\6\ See CBOE rule 6.25(a)(1).
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The Exchange states that in applying the proposed CBOE Market-Maker
adjustment provision to index options/ETF/HOLDRS, the adjustment price
would be equal to the fair market value of the option minus the minimum
error amount in the case of an erroneous sell transaction or the fair
market value plus the minimum error amount in the case of an erroneous
buy transaction. If the adjusted price is not in a multiple of the
applicable minimum trading increment, the adjusted price would be
rounded down (up) to the next price that is a multiple of the
applicable minimum trading increment with respect to an erroneous sell
(buy) transaction. For example, if an erroneous sale transaction
involving two CBOE Market-Makers occurred in an option with a fair
market value of $6.075 and a minimum trading increment of $0.10, the
adjusted price would be $5.80 ($6.075 - $0.25 = $5.825, which is
rounded down to the nearest $0.10 increment of $5.80).
Third, the Exchange states that the proposal would eliminate
obvious quantity errors as a type of transaction that is subject to
obvious error review. The Exchange represents that elimination of this
provision is consistent with the Exchange's current rule for equity
options, which does not have an obvious error review for quantity
errors.\7\
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\7\ See CBOE rule 6.25(a).
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Fourth, the Exchange states that the proposal would make various
non-substantive changes to CBOE rule 24.16, such as making cross-
reference updates to correspond to the above-described revisions,
changing the title of the rule to reflect its application to options on
ETFs and HOLDRS (currently the title only references index options),
clarifying that fair market value is as determined by Exchange Trading
Officials who administer the obvious error rule, and making other non-
substantive changes for ease of understanding the existing text.
2. Statutory Basis
The Exchange believes the proposed rule change, as amended, is
consistent with section 6(b) of the Act,\8\ in general, and furthers
the objectives of section 6(b)(5) of the Act,\9\ in particular, in that
it is designed to promote just and equitable principles of trade,
prevent fraudulent and manipulative acts, 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.
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\8\ 15 U.S.C. 78f(b).
\9\ 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, as
amended, will impose any burden on competition 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 solicited or received by the Exchange with
respect to the proposed rule change, as amended.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 35 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding, or (ii) as to
which the Exchange consents, the Commission will:
A. By order approve the proposed rule change, as amended, or
B. institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. 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-CBOE-2006-62 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-CBOE-2006-62. 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 Room. Copies of the filing
also will be available for inspection and copying at the principal
office of the Exchange. 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 available publicly. All submissions should refer to File Number
SR-CBOE-2006-62 and should be submitted on or before January 10, 2007.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\10\
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\10\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E6-21654 Filed 12-19-06; 8:45 am]
BILLING CODE 8011-01-P