Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Related to Trades for Less Than $1, 6333-6335 [E9-2528]
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Federal Register / Vol. 74, No. 24 / Friday, February 6, 2009 / Notices
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continued listing and the listing of
additional option series. The Exchange
believes that the current $3 market price
per share requirement could have a
negative effect on investors. For
example, in the current volatile market
environment, the Exchange is currently
unable to list new series on underlying
securities trading below $3. If there is
market demand for series below $3, the
Exchange would be unable to
accommodate such requests and
investors would be unable to hedge
their positions with options series with
strikes below $3.
After carefully reviewing the
proposed rule change, the Commission
finds that the proposal is consistent
with the requirements of the Act and the
rules and regulations thereunder
applicable to a national securities
exchange.5 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,6 which, among other
things, requires that the rules of a
national securities exchange be
designed to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating transactions 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.
CBOE’s rules provide that a security
underlying an option will not be
deemed to meet the requirements for
continued approval if the underlying
security ceases to be an NMS stock.7
CBOE’s rules also include other
minimum standards for continued
approval, including requirements
related to the minimum number of
outstanding shares, number of holders,
and trading volume of the underlying
security.8 The Commission believes that
securities underlying options traded on
CBOE will remain subject to adequate
minimum standards for continued
approval, which should help to ensure
that only options on liquid underlying
securities are permitted to trade on
CBOE. The Commission also notes that
the NYSE Euronext letter generally
5 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
6 15 U.S.C. 78f(b)(5).
7 See CBOE Rule 5.4.01(f). Rule 600 of Regulation
NMS defines an NMS security as ‘‘any security or
class of securities for which transaction reports are
collected, processed, and made available pursuant
to an effective transaction reporting plan, or an
effective national market system plan for reporting
transactions in listed options,’’ and an NMS stock
as ‘‘any NMS security other than an option.’’
8 See CBOE Rule 5.4.01(a)–(c).
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supports the proposal.9 Accordingly, the
Commission believes that CBOE’s
proposed rule change is consistent with
the Act.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,10 that the
proposed rule change (SR–CBOE–2008–
127), be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–2481 Filed 2–5–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59331; File No. SR–CBOE–
2009–003]
6333
(https://www.cboe.org/Legal), at the
Exchange’s Office of the Secretary and
at the Commission’s Public Reference
Room.
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
self-regulatory organization included
statements concerning the purpose of
and basis for the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those 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 parts of such
statements.
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Related to Trades for
Less Than $1
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
January 30, 2009.
An ‘‘accommodation’’ or ‘‘cabinet’’
trade refers to trades in listed options on
the Exchange that are worthless or not
actively traded. Cabinet trading is
generally conducted in accordance with
the Exchange Rules, except as provided
in Exchange Rule 6.54, Accommodation
Liquidations (Cabinet Trades), which
sets forth specific procedures for
engaging in cabinet trades. Rule 6.54
currently provides for cabinet
transactions to occur via open outcry at
a cabinet price of $1 per option contract
in any options series open for trading in
the Exchange, except that the Rule is not
applicable to trading in option classes
participating in the Penny Pilot
Program. Under the procedures, bids
and offers (whether opening or closing
a position) at a price of $1 per option
contract may be represented in the
trading crowd by a Floor Broker or by
a Market-Maker or provided in response
to a request by a PAR Official/OBO, a
Floor Broker or a Market-Maker, but
must yield priority to all resting orders
in the PAR Official/OBO cabinet book
(which resting cabinet book orders may
be closing only). So long as both the
buyer and the seller yield to orders
resting in the cabinet book, opening
cabinet bids can trade with opening
cabinet offers at $1 per option contract.
On December 30, 2008, the Exchange
temporarily amended the procedures
through January 30, 2009 to allow
transactions to take place in open outcry
at a price of at least $0 but less than $1
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on January
29, 2009, the Chicago Board Options
Exchange, Incorporated (‘‘Exchange’’ or
‘‘CBOE’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Exchange filed the
proposal as a ‘‘non-controversial’’
proposed rule change pursuant to
Section 19(b)(3)(A)(iii) of the Act 3 and
Rule 19b–4(f)(6) thereunder,4 which
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is proposing to extend
its program that allows transactions to
take place at a price that is below $1 per
option contract until May 29, 2009. The
text of the proposed rule change is
available on the Exchange’s Web site
9 See
NYSE Euronext Letter, supra note 4.
U.S.C. 78s(b)(2).
11 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(6).
10 15
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1. Purpose
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Federal Register / Vol. 74, No. 24 / Friday, February 6, 2009 / Notices
dwashington3 on PROD1PC60 with NOTICES
per option contract.5 These lower priced
transactions are traded pursuant to the
same procedures applicable to $1
cabinet trades, except that (i) bids and
offers for opening transactions are only
permitted to accommodate closing
transactions in order to limit use of the
procedure to liquidations of existing
positions, and (ii) the procedures are
also available for trading in option
classes participating in the Penny Pilot
Program.6 The Exchange believes that
allowing a price of at least $0 but less
than $1 better accommodates the closing
of options positions in series that are
worthless or not actively traded,
particularly due to recent market
conditions which have resulted in a
significant number of series being outof-the-money. For example, a market
participant might have a long position
in a call series with a strike price of
$100 and the underlying stock might
now be trading at $30. In such an
instance, there might not otherwise be a
market for that person to close-out the
position even at the $1 cabinet price
(e.g., the series might be quoted no
bid).7
The purpose of the instant rule
change is to extend the operation of
these temporary procedures through
May 29, 2009, so that the procedures
can continue without interruption
5 Securities Exchange Act Release No. 59188
(December 30, 2008), 74 FR 480 (January 6, 2009)
(SR–CBOE–2008–133).
6 Currently the $1 cabinet trading procedures are
limited to options classes traded in $0.05 or $0.10
standard increment. The $1 cabinet trading
procedures are not available in Penny Pilot Program
classes because in those classes an option series can
trade in a standard increment as low as $0.01 per
share (or $1.00 per option contract with a 100 share
multiplier). Because the temporary procedures
allow trading below $0.01 per share (or $1.00 per
option contract with a 100 share multiplier), the
procedures are available for all classes, including
those classes participating in the Penny Pilot
Program.
7 As with other accommodation liquidations
under Rule 6.54, transactions that occur for less
than $1 are not be disseminated to the public on
the consolidated tape. In addition, as with other
accommodation liquidations under Rule 6.54, the
transactions are exempt from the Consolidated
Options Audit Trail (‘‘COATS’’) requirements of
Exchange Rule 6.24, Required Order Information.
However, the Exchange maintains quotation, order
and transaction information for the transactions in
the same format as the COATS data is maintained.
In this regard, all transactions for less than $1 must
be reported to the Exchange following the close of
each business day. The rule also provides that
transactions for less than $1 will be reported for
clearing utilizing forms, formats and procedures
established by the Exchange from time to time. In
this regard, the Exchange initially intends to have
clearing firms directly report the transactions to The
Options Clearing Corporation (‘‘OCC’’) using OCC’s
position adjustment/transfer procedures. This
manner of reporting transactions for clearing is
similar to the procedure that CBOE currently
employs for on-floor position transfer packages
executed pursuant to Exchange Rule 6.49A,
Transfer of Positions.
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pending review by the Commission of a
separate proposed CBOE rule change
filing that will seek permanent approval
of the temporary procedures pursuant to
Section 19(b)(2) of the Act.8
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act 9
and the rules and regulations
thereunder and, in particular, the
requirements of Section 6(b) of the
Act.10 Specifically, the Exchange
believes the proposed rule change is
consistent with the Section 6(b)(5) 11
requirements that the rules of an
exchange be designed to promote just
and equitable principles of trade, to
prevent fraudulent and manipulative
acts, to remove impediments to and to
perfect the mechanism for a free and
open market and a national market
system, and, in general, to protect
investors and the public interest. The
Exchange believes that allowing for
liquidations at a price less than $1 per
option contract better facilitates the
closing of options positions that are
worthless or not actively trading.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change 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
The Exchange neither solicited nor
received comments on the proposal.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; or (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate if
consistent with the protection of
investors and the public interest, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 12 and Rule 19b–
4(f)(6) thereunder.13
8 15
U.S.C. 78s(b)(2).
9 15 U.S.C. 78f(b)(1).
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(5).
12 15 U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
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CBOE has requested that the
Commission waive the 30-day operative
delay to enable Interpretations and
Policies .03 to CBOE Rule 6.54 to
continue in effect without interruption
while the Exchange formulates a
permanent rule change that will be
submitted for Commission review
pursuant to Section 19(b)(2) of the
Act.14 The Exchange argues that the
extension of the temporary program that
allows for accommodation liquidations
to occur at less than $1 per option
contract would allow for the orderly
closing of option positions that are
worthless and not actively traded. The
Commission believes that waiving the
30-day operative delay 15 is consistent
with the protection of investors and the
public interest. Therefore, the
Commission designates the proposal
operative upon filing.
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 Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change 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–CBOE–2009–003 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–CBOE–2009–003. This file
number should be included on the
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. CBOE has satisfied this requirement.
14 15 U.S.C. 78s(b)(2). The Commission notes that
CBOE has not yet filed that proposal.
15 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
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Federal Register / Vol. 74, No. 24 / Friday, February 6, 2009 / Notices
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, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of such 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 publicly available. All
submissions should refer to File
Number SR–CBOE–2009–003 and
should be submitted on or before
February 27, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–2528 Filed 2–5–09; 8:45 am]
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2 a
proposed rule change to adopt NASD
IM–2110–5 as FINRA Rule 5240 in the
consolidated FINRA rulebook
(‘‘Consolidated FINRA Rulebook’’) 3
without material change. The proposed
rule change was published for comment
in the Federal Register on December 29,
2008.4 The Commission received no
comment letters in response to the
proposed rule change. This order
approves the proposed rule change.
NASD IM–2110–5 currently identifies
three general types of conduct that are
inconsistent with just and equitable
principles of trade: 5 (1) Coordinating
activities by members involving
quotations, prices, trades, and trade
reporting (e.g., agreements to report
trades inaccurately or maintain certain
minimum spreads); (2) ‘‘directing or
requesting’’ another member to alter
prices or quotations; and (3) engaging in
conduct that threatens, harasses,
coerces, intimidates, or otherwise
attempts improperly to influence
another member or person associated
with a member. The IM also sets forth
seven specific exclusions that identify
bona fide commercial activity that is
permitted (e.g., bona fide negotiations
and unilateral decisions regarding
spreads). The proposed rule change
would renumber NASD IM–2110–5 as
FINRA Rule 5240 in the Consolidated
FINRA Rulebook.
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act, and the rules and regulations
thereunder that are applicable to a
national securities association,6 and in
BILLING CODE 8011–01–P
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 The current FINRA rulebook consists of two sets
of rules: (1) NASD Rules and (2) rules incorporated
from NYSE (‘‘Incorporated NYSE Rules’’) (together
referred to as the ‘‘Transitional Rulebook’’). The
Incorporated NYSE Rules apply only to those
members of FINRA that are also members of the
NYSE (‘‘Dual Members’’). Dual members must also
comply with NASD Rules. For more information
about the rulebook consolidation process, see
FINRA Information Notice, March 12, 2008
(‘‘Rulebook Consolidation Process’’).
4 See Securities Exchange Act Release No. 59119
(December 18, 2008), 73 FR 79527.
5 NASD Rule 2110 requires members to ‘‘observe
high standards of commercial honor and just and
equitable principles of trade.’’ On September 25,
2008, the Commission approved adopting NASD
Rule 2110 into the Consolidated FINRA Rulebook
as FINRA Rule 2010 without substantive change.
See Securities Exchange Act Release No. 58643
(September 25, 2008), 73 FR 57174 (October 1,
2008). That rule change took effect on December 15,
2008. See FINRA Regulatory Notice 08–57 (October
2008).
6 In approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition and capital formation. See
15 U.S.C. 78c(f).
2 17
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59335; File No. SR–FINRA–
2008–061]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Order Approving
Proposed Rule Change To Adopt
FINRA Rule 5240 (Anti-Intimidation/
Coordination) in the Consolidated
FINRA Rulebook
dwashington3 on PROD1PC60 with NOTICES
February 2, 2009.
On December 11, 2008, the Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’) (f/k/a National Association
of Securities Dealers, Inc. (‘‘NASD’’)),
filed with the Securities and Exchange
Commission (‘‘Commission’’ or ‘‘SEC’’),
pursuant to Section 19(b)(1) of the
16 17
CFR 200.30–3(a)(12).
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14:16 Feb 05, 2009
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6335
particular, with Section 15A(b)(6) of the
Act,7 which requires, among other
things, that FINRA rules be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest. The Commission notes
that FINRA originally adopted NASD
IM–2110–5 to fulfill part of its 1996
settlement agreement 8 with the SEC.9
FINRA’s adoption of NASD IM–2110–5
as FINRA Rule 5240 in the Consolidated
FINRA Rulebook provides notice to
members of behavior that violates just
and equitable principles of trade.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,10 that the
proposed rule change (SR–FINRA–
2008–061) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–2530 Filed 2–5–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59340; File No. SR–FINRA–
2008–047]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Order Approving
Proposed Rule Change To Amend the
Codes of Arbitration Procedure To
Raise the Amount in Controversy
Heard by a Single Chair-Qualified
Arbitrator to $100,000
February 2, 2009.
I. Introduction
The Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) (f/k/a
National Association of Securities
Dealers, Inc. (‘‘NASD’’)) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) on September
18, 2008, pursuant to Section 19(b)(1) of
the Securities Exchange Act of 1934
7 15
U.S.C. 78o–3(b)(6).
In the Matter of National Association of
Securities Dealers, Inc., Administrative Proceeding
File No. 3–9056, Securities Exchange Act Release
No. 37538 (August 8, 1996).
9 See Securities Exchange Act Release No. 38845
(July 17, 1997), 62 FR 39564 (July 23, 1997).
Although FINRA is not making material changes to
the rule, one of the minor changes made by FINRA
is to add the phrase ‘‘or other person’’ to paragraphs
(a)(1) and (a)(3) of the rule to clarify that
coordination with or intimidation of a non-FINRA
member is covered by the rule.
10 15 U.S.C. 78s(b)(2).
11 17 CFR 200.30–3(a)(12).
8 See
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Agencies
[Federal Register Volume 74, Number 24 (Friday, February 6, 2009)]
[Notices]
[Pages 6333-6335]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-2528]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59331; File No. SR-CBOE-2009-003]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change Related to Trades for Less Than $1
January 30, 2009.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on January 29, 2009, the Chicago Board Options Exchange,
Incorporated (``Exchange'' or ``CBOE'') filed with the Securities and
Exchange Commission (the ``Commission'') the proposed rule change as
described in Items I and II below, which Items have been prepared by
the Exchange. The Exchange filed the proposal as a ``non-
controversial'' proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \3\ and Rule 19b-4(f)(6) thereunder,\4\
which renders the proposal effective upon filing with the Commission.
The Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(iii).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is proposing to extend its program that allows
transactions to take place at a price that is below $1 per option
contract until May 29, 2009. The text of the proposed rule change is
available on the Exchange's Web site (https://www.cboe.org/Legal), at
the Exchange's Office of the Secretary and at the Commission's Public
Reference Room.
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 self-regulatory organization
included statements concerning the purpose of and basis for the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those 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 parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
An ``accommodation'' or ``cabinet'' trade refers to trades in
listed options on the Exchange that are worthless or not actively
traded. Cabinet trading is generally conducted in accordance with the
Exchange Rules, except as provided in Exchange Rule 6.54, Accommodation
Liquidations (Cabinet Trades), which sets forth specific procedures for
engaging in cabinet trades. Rule 6.54 currently provides for cabinet
transactions to occur via open outcry at a cabinet price of $1 per
option contract in any options series open for trading in the Exchange,
except that the Rule is not applicable to trading in option classes
participating in the Penny Pilot Program. Under the procedures, bids
and offers (whether opening or closing a position) at a price of $1 per
option contract may be represented in the trading crowd by a Floor
Broker or by a Market-Maker or provided in response to a request by a
PAR Official/OBO, a Floor Broker or a Market-Maker, but must yield
priority to all resting orders in the PAR Official/OBO cabinet book
(which resting cabinet book orders may be closing only). So long as
both the buyer and the seller yield to orders resting in the cabinet
book, opening cabinet bids can trade with opening cabinet offers at $1
per option contract.
On December 30, 2008, the Exchange temporarily amended the
procedures through January 30, 2009 to allow transactions to take place
in open outcry at a price of at least $0 but less than $1
[[Page 6334]]
per option contract.\5\ These lower priced transactions are traded
pursuant to the same procedures applicable to $1 cabinet trades, except
that (i) bids and offers for opening transactions are only permitted to
accommodate closing transactions in order to limit use of the procedure
to liquidations of existing positions, and (ii) the procedures are also
available for trading in option classes participating in the Penny
Pilot Program.\6\ The Exchange believes that allowing a price of at
least $0 but less than $1 better accommodates the closing of options
positions in series that are worthless or not actively traded,
particularly due to recent market conditions which have resulted in a
significant number of series being out-of-the-money. For example, a
market participant might have a long position in a call series with a
strike price of $100 and the underlying stock might now be trading at
$30. In such an instance, there might not otherwise be a market for
that person to close-out the position even at the $1 cabinet price
(e.g., the series might be quoted no bid).\7\
---------------------------------------------------------------------------
\5\ Securities Exchange Act Release No. 59188 (December 30,
2008), 74 FR 480 (January 6, 2009) (SR-CBOE-2008-133).
\6\ Currently the $1 cabinet trading procedures are limited to
options classes traded in $0.05 or $0.10 standard increment. The $1
cabinet trading procedures are not available in Penny Pilot Program
classes because in those classes an option series can trade in a
standard increment as low as $0.01 per share (or $1.00 per option
contract with a 100 share multiplier). Because the temporary
procedures allow trading below $0.01 per share (or $1.00 per option
contract with a 100 share multiplier), the procedures are available
for all classes, including those classes participating in the Penny
Pilot Program.
\7\ As with other accommodation liquidations under Rule 6.54,
transactions that occur for less than $1 are not be disseminated to
the public on the consolidated tape. In addition, as with other
accommodation liquidations under Rule 6.54, the transactions are
exempt from the Consolidated Options Audit Trail (``COATS'')
requirements of Exchange Rule 6.24, Required Order Information.
However, the Exchange maintains quotation, order and transaction
information for the transactions in the same format as the COATS
data is maintained. In this regard, all transactions for less than
$1 must be reported to the Exchange following the close of each
business day. The rule also provides that transactions for less than
$1 will be reported for clearing utilizing forms, formats and
procedures established by the Exchange from time to time. In this
regard, the Exchange initially intends to have clearing firms
directly report the transactions to The Options Clearing Corporation
(``OCC'') using OCC's position adjustment/transfer procedures. This
manner of reporting transactions for clearing is similar to the
procedure that CBOE currently employs for on-floor position transfer
packages executed pursuant to Exchange Rule 6.49A, Transfer of
Positions.
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The purpose of the instant rule change is to extend the operation
of these temporary procedures through May 29, 2009, so that the
procedures can continue without interruption pending review by the
Commission of a separate proposed CBOE rule change filing that will
seek permanent approval of the temporary procedures pursuant to Section
19(b)(2) of the Act.\8\
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\8\ 15 U.S.C. 78s(b)(2).
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2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Act \9\ and the rules and regulations thereunder and, in
particular, the requirements of Section 6(b) of the Act.\10\
Specifically, the Exchange believes the proposed rule change is
consistent with the Section 6(b)(5) \11\ requirements that the rules of
an exchange be designed to promote just and equitable principles of
trade, to prevent fraudulent and manipulative acts, to remove
impediments to and to perfect the mechanism for a free and open market
and a national market system, and, in general, to protect investors and
the public interest. The Exchange believes that allowing for
liquidations at a price less than $1 per option contract better
facilitates the closing of options positions that are worthless or not
actively trading.
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\9\ 15 U.S.C. 78f(b)(1).
\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE does not believe that the proposed rule change 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
The Exchange neither solicited nor received comments on the
proposal.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; or (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate if consistent with
the protection of investors and the public interest, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \12\ and Rule 19b-
4(f)(6) thereunder.\13\
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
CBOE has satisfied this requirement.
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CBOE has requested that the Commission waive the 30-day operative
delay to enable Interpretations and Policies .03 to CBOE Rule 6.54 to
continue in effect without interruption while the Exchange formulates a
permanent rule change that will be submitted for Commission review
pursuant to Section 19(b)(2) of the Act.\14\ The Exchange argues that
the extension of the temporary program that allows for accommodation
liquidations to occur at less than $1 per option contract would allow
for the orderly closing of option positions that are worthless and not
actively traded. The Commission believes that waiving the 30-day
operative delay \15\ is consistent with the protection of investors and
the public interest. Therefore, the Commission designates the proposal
operative upon filing.
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\14\ 15 U.S.C. 78s(b)(2). The Commission notes that CBOE has not
yet filed that proposal.
\15\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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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 Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change 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-2009-003 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-CBOE-2009-003. This file
number should be included on the
[[Page 6335]]
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, 100 F Street, NE., Washington, DC 20549, on official
business days between the hours of 10 a.m. and 3 p.m. Copies of such
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 publicly available. All submissions should refer to
File Number SR-CBOE-2009-003 and should be submitted on or before
February 27, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-2528 Filed 2-5-09; 8:45 am]
BILLING CODE 8011-01-P