Self-Regulatory Organizations; International Securities Exchange, LLC; Chicago Board Options Exchange, Incorporated; NYSE Arca, Inc.; and NYSE Alternext US LLC; Order Granting Accelerated Approval of Proposed Rule Changes, as Amended, To Expand the $1 Strike Program, 12414-12416 [E9-6327]
Download as PDF
12414
Federal Register / Vol. 74, No. 55 / Tuesday, March 24, 2009 / Notices
operative delay of the Exchange’s
proposal is consistent with the
protection of investors and the public
interest because such waiver will enable
the Exchange to implement its proposed
expansion of the Program
contemporaneously with other
exchanges,10 and respond to increased
customer demand for $1 strikes without
delay.11 Therefore, the Commission
designates the proposal operative upon
filing. The Commission expects that the
Exchange will continue to monitor the
trading volume associated with the
additional options series listed as a
result of this proposal and the effect of
these additional series on market
fragmentation and on the capacity of the
Exchange’s, OPRA’s, and vendors’
automated systems.
At any time within 60 days of the
filing of such 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.
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
No. SR–Phlx–2009–21 on the subject
line.
mstockstill on PROD1PC66 with NOTICES
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–Phlx–2009–21. 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
10 See Securities Exchange Act Release No. 59587
(March 17, 2009) (SR–ISE–2009–04, SR–CBOE–
2009–001, SR–NYSEArca–2009–10, and SR–
NYSEALTR–2009–11) (Order Granting Accelerated
Approval of Proposed Rule Changes, as Amended,
to Expand the $1 Strike Program).
11 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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01:06 Mar 24, 2009
Jkt 217001
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 available publicly. All
submissions should refer to File No.
SR–Phlx–2009–21 and should be
submitted on or before April 14, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–6330 Filed 3–23–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59587; File Nos. SR–ISE–
2009–04, SR–CBOE–2009–001, SR–
NYSEArca–2009–10, and SR–NYSEALTR–
2009–11]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Chicago Board Options
Exchange, Incorporated; NYSE Arca,
Inc.; and NYSE Alternext US LLC;
Order Granting Accelerated Approval
of Proposed Rule Changes, as
Amended, To Expand the $1 Strike
Program
March 17, 2009.
I. Introduction
Four options exchanges filed with the
Securities and Exchange Commission
(‘‘Commission’’) proposed rule changes
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
12 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00112
Fmt 4703
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(‘‘Act’’) 1 and Rule 19b–4 thereunder 2 to
expand the $1 Strike Program.
Specifically, the International Securities
Exchange, LLC (‘‘ISE’’) submitted its
proposal on January 21, 2009; 3 the
Chicago Board Options Exchange,
Incorporated (‘‘CBOE’’) submitted its
proposal on January 23, 2009; 4 NYSE
Arca, Inc. (‘‘NYSE Arca’’) submitted its
proposal on February 10, 2009; and
NYSE Alternext US LLC (‘‘NYSE
Alternext’’) submitted its proposal on
February 10, 2009. The proposals
submitted by ISE, CBOE, NYSE Arca,
and NYSE Alternext (each an
‘‘Exchange’’ and collectively, the
‘‘Exchanges’’) are substantively
identical. The proposals were published
for comment in the Federal Register on
February 19, 2009.5 The Commission
received one comment in response to
CBOE’s proposal.6 This order approves
the proposed rule changes, as amended
in the cases of ISE and CBOE, on an
accelerated basis.
II. Description of the Proposals
The $1 Strike Program currently
allows each Exchange to select a total of
10 individual stocks on which option
series may be listed at $1 strike price
intervals. To be eligible for inclusion in
the Program, an underlying stock must
close below $50 in its primary market
on the previous trading day. For each
stock selected for the Program, each
Exchange may list strike prices at $1
intervals from $3 to $50, but no $1 strike
price may be listed that is greater than
$5 from the underlying stock’s closing
price in its primary market on the
previous day. Each Exchange also may
list $1 strikes on any other option class
designated by another securities
exchange that employs a similar
program under their respective rules.
The Exchanges may not list long-term
option series at $1 strike price intervals
for any class selected for the program.
Each Exchange is restricted from listing
any series that would result in strike
prices being $0.50 apart.
Each Exchange has proposed to
amend its rules to expand the $1 Strike
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 ISE filed Amendment Nos. 1 and 2 to its
proposal on February 9, 2009 and February 10,
2009, respectively.
4 CBOE filed Amendment No. 1 to its proposal on
February 4, 2009.
5 See Securities Exchange Act Release Nos. 59377
(February 10, 2009), 74 FR 7719 (SR–ISE–2009–04);
59378 (February 10, 2009), 74 FR 7711 (SR–CBOE–
2009–001); 59395 (February 11, 2009), 74 FR 7710
(SR–NYSEArca–2009–10); and 59394 (February 11,
2009), 74 FR 7722 (SR–NYSEALTR–2009–11).
6 See Letter to Secretary, Commission, from
Thomas R. Keyes III, CPA, J.D., dated February 21,
2009, regarding SR–CBOE–2009–001.
2 17
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Federal Register / Vol. 74, No. 55 / Tuesday, March 24, 2009 / Notices
Program to allow each Exchange to
select a total of 55 individual stocks on
which option series may be listed at $1
strike price intervals, and to expand
slightly the price range on which the
Exchange may list $1 strikes, i.e., from
$1 to $50. The existing restrictions on
listing $1 strikes, as outlined above, will
continue. The provision that each
Exchange may also list $1 strikes on any
other option class designated by another
securities exchange that employs a
similar program under their respective
rules will remain unchanged.7
Each Exchange also has proposed to
add a delisting policy. Specifically, each
Exchange will, on a monthly basis,
review series listed under the $1 Strike
Program with a strike price more than
$5 from the current value of the
underlying security. Each Exchange will
delist series with no open interest in
both the put and the call series having
a: (i) Strike higher than the highest
strike price with open interest in the put
and/or call series for a given expiration
month; and (ii) strike lower than the
lowest strike price with open interest in
the put and/or call series for a given
expiration month.
Notwithstanding each proposed
delisting policy, each Exchange will be
permitted to grant member requests to
add strikes and/or maintain strikes in
series eligible for delisting. In addition,
each proposed delisting policy provides
that if the Exchange identifies series for
delisting, it shall notify other options
exchanges with similar delisting
policies regarding eligible series for
listing, and shall work with such other
exchanges to develop a uniform list of
series to be delisted, so as to ensure
uniform series delisting of multiply
listed options classes.
Each Exchange represented in its
filing that it and the Options Price
Reporting Authority have the necessary
systems capacity to handle the
additional traffic associated with the
listing and trading of an expanded
number of options series as proposed by
this filing. Each Exchange also
represented that it believes its $1 Strike
Program has provided investors with
greater trading opportunities and
flexibility and the ability to more
closely tailor their investment strategies
and decisions to the movement of the
underlying security, and, further, that it
has not detected any material
proliferation of illiquid options series
resulting from the narrower strike price
intervals. Each Exchange also stated in
its filing that current market conditions,
in which the number of securities
trading below $50 has increased
dramatically, further warrant the
expansion of the Program.
The Commission received one
comment letter in support of the
proposed rule change.8 The commenter
described himself as an individual retail
non-professional investor and stated
that ‘‘$1 strike price intervals provide
investors with greater flexibility in the
trading of equity options that overlie
lower price stocks, by allowing
investors to establish equity options
positions that are better tailored to meet
their investment objectives.’’ 9 The
commenter added that the recent
general decline in stock prices has
resulted in several stocks being below
$3, the lowest option strike price
currently available in the $1 Strike
Program, and stated that trading options
at the $2 or $1 strike price levels would
enable him to minimize losses and
‘‘position [his] portfolio for enhanced
future gains.’’ 10
III. Commission’s Findings and Order
Granting Accelerated Approval of the
Proposed Rule Changes
After careful review, the Commission
finds that the respective proposed rule
changes are consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
a national securities exchange.11 In
particular, the Commission finds that
the respective proposed rule changes are
consistent with Section 6(b)(5) of the
Act 12 in that they are designed to
promote just and equitable principles of
trade, to prevent fraudulent and
manipulative acts, and, in general, to
protect investors and the public interest.
The Commission notes that the
Exchanges have represented that current
market conditions have resulted in a
dramatic increase in the number of
securities trading below $50. The
Commission believes that the proposed
expansions to the $1 Strike Program
should provide investors with added
flexibility in the trading of equity
options and further the public interest
by allowing investors to establish equity
options positions that are better tailored
to meet their investment objectives,
particularly given current market
conditions. The Commission also
8 See
supra note 4.
9 Id.
7 CBOE also proposed to amend its $1 Strike
Program by eliminating from Rule 24.9.11 the
provision stating that if CBOE lists strike prices in
$1 intervals in the Mini-SPX options class, the
number of classes CBOE can select to participate in
the $1 Strike Program is reduced by one.
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01:06 Mar 24, 2009
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10 Id.
11 In approving these proposed rule changes, the
Commission notes that it has considered the
proposed rules’ impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
12 15 U.S.C. 78f(b)(5).
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
12415
believes that, with the addition of the
delisting policy, the proposals strike a
reasonable balance between the
Exchanges’ desire to accommodate
market participants by offering a wider
array of investment opportunities and
the need to avoid unnecessary
proliferation of options series and the
corresponding increase in quotes.
In approving the respective proposed
rule changes, the Commission has relied
on each Exchange’s representation that
it has the necessary systems capacity to
support the new options series that will
be listed under this proposal. Further,
the Commission expects that each
Exchange will continue to monitor the
trading volume associated with the
additional options series listed as a
result of this proposal and the effect of
these additional series on market
fragmentation and on the capacity of
such Exchange’s, OPRA’s, and vendors’
automated systems.
In addition, the Commission finds
good cause, pursuant to Section 19(b)(2)
of the Act 13 for approving the proposals
prior to the thirtieth day after the date
of publication in the Federal Register.
The Exchanges have represented that
they continue to receive customer
requests to expand the $1 Strike
Program as soon as possible, and have
requested accelerated approval so that
each Exchange may respond to
increased customer demand for $1
strikes without delay.14 In their requests
for acceleration, ISE and CBOE also
represent that the $1 Strike Program has
provided investors with greater trading
opportunities and flexibility and the
ability to more closely tailor their
investment strategies and decisions to
the movement of the underlying
security. CBOE further states that such
advantages will be particularly
beneficial under current market
conditions. In addition, the only
comment letter received on the filings
was supportive of the expansion.15
Accordingly, the Commission finds
there is good cause, consistent with
Section 6(b)(5) of the Act 16 to approve
the Exchanges’ proposals on an
accelerated basis.
13 15
U.S.C. 78s(b)(2).
e-mails from Samir Patel, Assistant General
Counsel, ISE; Patrick Sexton, Associate General
Counsel, CBOE; and Andrew Stevens, Chief
Counsel, U.S. Equities & Derivatives, NYSE
Euronext, Inc. on behalf of NYSE Arca and NYSE
Alternext; to Nathan Saunders, Special Counsel,
and Heidi Pilpel, Special Counsel, Division of
Trading and Markets, Commission, on March 16,
2009.
15 See supra note 6.
16 15 U.S.C. 78s(b)(5).
14 See
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Federal Register / Vol. 74, No. 55 / Tuesday, March 24, 2009 / Notices
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,17 that the
proposed rule changes, as amended
(SR–ISE–2009–04; SR–CBOE–2009–001;
SR–NYSEArca–2009–10; and SR–
NYSEALTR–2009–11) be, and they
hereby are, approved on an accelerated
basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–6327 Filed 3–23–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59585; File No. SR–CBOE–
2009–017]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Related to the Complex
Order Book
March 17, 2009.
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 March 13,
2009, the Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission
(‘‘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
proposed rule change pursuant to
Section 19(b)(3)(A)(iii) of the Act 3 and
Rule 19b–4(f)(6) thereunder.4 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 proposes to amend
Rule 6.53C, Complex Orders on the
Hybrid System, to permit conversions
and reversals 5 to be eligible for routing
17 15
U.S.C. 78s(b)(2).
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).
5 A conversion (reversal) order is an order
involving the purchase (sale) of a put option and
the sale (purchase) of a call option in equivalent
units with the same strike price and expiration in
the same underlying security, and the purchase
to the complex order book (‘‘COB’’). 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.
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
When the Exchange originally
adopted its electronic COB rule in 2005,
the rule contained a provision related to
the routing of conversions and reversals.
Specifically, the rule provided that
conversions and reversals will not be
eligible for routing to the COB and that,
when the Exchange determines to allow
conversions and reversals to route to
COB, it will submit to the Commission
a rule filing pursuant to Section
19(b)(3)(A) of the Act.6
The Exchange has enhanced its COB
system functionality and has
determined to permit conversions and
reversals to be routed to COB. As such,
as provided in the rule, this rule change
is being submitted pursuant to Section
19(b)(3)(A) to eliminate the restriction
on routing conversions and reversals to
COB. Conversions and reversals, as well
as any other complex orders with stock
that have more than one option leg, will
be handled by COB in the same manner
as stock-option orders that have only
one option leg with one exception.7
For stock-option orders that have only
one option leg, the rule currently
provides that the option leg will not be
executed on the Hybrid System at the
Exchange’s best bid (offer) in that series
mstockstill on PROD1PC66 with NOTICES
18 17
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01:06 Mar 24, 2009
Jkt 217001
(sale) of the related instrument. See Rule
6.53C(a)(9).
6 15 U.S.C. 78s(b)(3)(A).
7 As a result of being eligible for COB, these
complex orders will also be eligible for electronic
auction via the complex order auction (‘‘COA’’), the
automated improvement mechanism (‘‘AIM’’) and/
or the solicitation auction mechanism (‘‘AIM
SAM’’). See Rules 6.53C.06, 6.74A.07 and 6.74B.01.
PO 00000
Frm 00114
Fmt 4703
Sfmt 4703
if one or more public customer orders
are resting at that price on the electronic
book, unless the option leg trades with
such public customer order(s). This
COB provision is consistent with
CBOE’s open outcry priority rules for
stock-option orders that have only one
option leg.8 For conversions, reversals
and other complex orders with stock
that have more than one option leg, the
rule text will clarify that this provision
will apply only if there are public
customer orders resting on the Hybrid
System at the Exchange’s best bid (offer)
in the electronic book for each of the
options legs of the conversion, reversal
or stock-option order. Thus, the options
legs of such an order would not execute
on the Hybrid System at the Exchange’s
best bid (offer) if one or more public
customer orders are resting at that price
in the electronic book in each of the
options legs, unless the options legs
trade with such public customer orders.
This proposed COB provision is
consistent with CBOE’s open outcry
priority rules for stock-option orders
that have more than one option leg.9
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with Section
6(b) of the Act 10 in general and furthers
the objectives of Section 6(b)(5) of the
Act 11 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 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. In particular, the
Exchange believes that the addition of
conversions and reversals to the list of
complex orders eligible for electronic
handling under Rule 6.53C is a
significant enhancement for investors
8 In open outcry, stock-option orders that have
only one option leg have priority over bid (offers)
of the trading crowd, but not over bids (offers) in
the public customer limit order book. See, e.g.,
Rules 6.45A(b)(ii) and 6.45B(b)(ii).
9 In open outcry, stock-option orders that have
more than one option leg are handled in the same
manner as other complex orders that have more
than one option leg and, as such, have priority over
equivalent bids (offers) in the individual series legs
that are represented in the trading crowd or in the
public customer limit order book provided at least
one leg of the order betters the corresponding bid
(offer) in the public customer limit order book by
at least the minimum trading increment or a $0.01
increment, which increment shall be determined by
the Exchange on a class-by-class basis. Id.
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(5).
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Agencies
[Federal Register Volume 74, Number 55 (Tuesday, March 24, 2009)]
[Notices]
[Pages 12414-12416]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-6327]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59587; File Nos. SR-ISE-2009-04, SR-CBOE-2009-001, SR-
NYSEArca-2009-10, and SR-NYSEALTR-2009-11]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Chicago Board Options Exchange, Incorporated; NYSE Arca, Inc.; and
NYSE Alternext US LLC; Order Granting Accelerated Approval of Proposed
Rule Changes, as Amended, To Expand the $1 Strike Program
March 17, 2009.
I. Introduction
Four options exchanges filed with the Securities and Exchange
Commission (``Commission'') proposed rule changes pursuant to Section
19(b)(1) of the Securities Exchange Act of 1934 (``Act'') \1\ and Rule
19b-4 thereunder \2\ to expand the $1 Strike Program. Specifically, the
International Securities Exchange, LLC (``ISE'') submitted its proposal
on January 21, 2009; \3\ the Chicago Board Options Exchange,
Incorporated (``CBOE'') submitted its proposal on January 23, 2009; \4\
NYSE Arca, Inc. (``NYSE Arca'') submitted its proposal on February 10,
2009; and NYSE Alternext US LLC (``NYSE Alternext'') submitted its
proposal on February 10, 2009. The proposals submitted by ISE, CBOE,
NYSE Arca, and NYSE Alternext (each an ``Exchange'' and collectively,
the ``Exchanges'') are substantively identical. The proposals were
published for comment in the Federal Register on February 19, 2009.\5\
The Commission received one comment in response to CBOE's proposal.\6\
This order approves the proposed rule changes, as amended in the cases
of ISE and CBOE, on an accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ ISE filed Amendment Nos. 1 and 2 to its proposal on February
9, 2009 and February 10, 2009, respectively.
\4\ CBOE filed Amendment No. 1 to its proposal on February 4,
2009.
\5\ See Securities Exchange Act Release Nos. 59377 (February 10,
2009), 74 FR 7719 (SR-ISE-2009-04); 59378 (February 10, 2009), 74 FR
7711 (SR-CBOE-2009-001); 59395 (February 11, 2009), 74 FR 7710 (SR-
NYSEArca-2009-10); and 59394 (February 11, 2009), 74 FR 7722 (SR-
NYSEALTR-2009-11).
\6\ See Letter to Secretary, Commission, from Thomas R. Keyes
III, CPA, J.D., dated February 21, 2009, regarding SR-CBOE-2009-001.
---------------------------------------------------------------------------
II. Description of the Proposals
The $1 Strike Program currently allows each Exchange to select a
total of 10 individual stocks on which option series may be listed at
$1 strike price intervals. To be eligible for inclusion in the Program,
an underlying stock must close below $50 in its primary market on the
previous trading day. For each stock selected for the Program, each
Exchange may list strike prices at $1 intervals from $3 to $50, but no
$1 strike price may be listed that is greater than $5 from the
underlying stock's closing price in its primary market on the previous
day. Each Exchange also may list $1 strikes on any other option class
designated by another securities exchange that employs a similar
program under their respective rules. The Exchanges may not list long-
term option series at $1 strike price intervals for any class selected
for the program. Each Exchange is restricted from listing any series
that would result in strike prices being $0.50 apart.
Each Exchange has proposed to amend its rules to expand the $1
Strike
[[Page 12415]]
Program to allow each Exchange to select a total of 55 individual
stocks on which option series may be listed at $1 strike price
intervals, and to expand slightly the price range on which the Exchange
may list $1 strikes, i.e., from $1 to $50. The existing restrictions on
listing $1 strikes, as outlined above, will continue. The provision
that each Exchange may also list $1 strikes on any other option class
designated by another securities exchange that employs a similar
program under their respective rules will remain unchanged.\7\
---------------------------------------------------------------------------
\7\ CBOE also proposed to amend its $1 Strike Program by
eliminating from Rule 24.9.11 the provision stating that if CBOE
lists strike prices in $1 intervals in the Mini-SPX options class,
the number of classes CBOE can select to participate in the $1
Strike Program is reduced by one.
---------------------------------------------------------------------------
Each Exchange also has proposed to add a delisting policy.
Specifically, each Exchange will, on a monthly basis, review series
listed under the $1 Strike Program with a strike price more than $5
from the current value of the underlying security. Each Exchange will
delist series with no open interest in both the put and the call series
having a: (i) Strike higher than the highest strike price with open
interest in the put and/or call series for a given expiration month;
and (ii) strike lower than the lowest strike price with open interest
in the put and/or call series for a given expiration month.
Notwithstanding each proposed delisting policy, each Exchange will
be permitted to grant member requests to add strikes and/or maintain
strikes in series eligible for delisting. In addition, each proposed
delisting policy provides that if the Exchange identifies series for
delisting, it shall notify other options exchanges with similar
delisting policies regarding eligible series for listing, and shall
work with such other exchanges to develop a uniform list of series to
be delisted, so as to ensure uniform series delisting of multiply
listed options classes.
Each Exchange represented in its filing that it and the Options
Price Reporting Authority have the necessary systems capacity to handle
the additional traffic associated with the listing and trading of an
expanded number of options series as proposed by this filing. Each
Exchange also represented that it believes its $1 Strike Program has
provided investors with greater trading opportunities and flexibility
and the ability to more closely tailor their investment strategies and
decisions to the movement of the underlying security, and, further,
that it has not detected any material proliferation of illiquid options
series resulting from the narrower strike price intervals. Each
Exchange also stated in its filing that current market conditions, in
which the number of securities trading below $50 has increased
dramatically, further warrant the expansion of the Program.
The Commission received one comment letter in support of the
proposed rule change.\8\ The commenter described himself as an
individual retail non-professional investor and stated that ``$1 strike
price intervals provide investors with greater flexibility in the
trading of equity options that overlie lower price stocks, by allowing
investors to establish equity options positions that are better
tailored to meet their investment objectives.'' \9\ The commenter added
that the recent general decline in stock prices has resulted in several
stocks being below $3, the lowest option strike price currently
available in the $1 Strike Program, and stated that trading options at
the $2 or $1 strike price levels would enable him to minimize losses
and ``position [his] portfolio for enhanced future gains.'' \10\
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\8\ See supra note 4.
\9\ Id.
\10\ Id.
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III. Commission's Findings and Order Granting Accelerated Approval of
the Proposed Rule Changes
After careful review, the Commission finds that the respective
proposed rule changes are consistent with the requirements of the Act
and the rules and regulations thereunder applicable to a national
securities exchange.\11\ In particular, the Commission finds that the
respective proposed rule changes are consistent with Section 6(b)(5) of
the Act \12\ in that they are designed to promote just and equitable
principles of trade, to prevent fraudulent and manipulative acts, and,
in general, to protect investors and the public interest.
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\11\ In approving these proposed rule changes, the Commission
notes that it has considered the proposed rules' impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
\12\ 15 U.S.C. 78f(b)(5).
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The Commission notes that the Exchanges have represented that
current market conditions have resulted in a dramatic increase in the
number of securities trading below $50. The Commission believes that
the proposed expansions to the $1 Strike Program should provide
investors with added flexibility in the trading of equity options and
further the public interest by allowing investors to establish equity
options positions that are better tailored to meet their investment
objectives, particularly given current market conditions. The
Commission also believes that, with the addition of the delisting
policy, the proposals strike a reasonable balance between the
Exchanges' desire to accommodate market participants by offering a
wider array of investment opportunities and the need to avoid
unnecessary proliferation of options series and the corresponding
increase in quotes.
In approving the respective proposed rule changes, the Commission
has relied on each Exchange's representation that it has the necessary
systems capacity to support the new options series that will be listed
under this proposal. Further, the Commission expects that each Exchange
will continue to monitor the trading volume associated with the
additional options series listed as a result of this proposal and the
effect of these additional series on market fragmentation and on the
capacity of such Exchange's, OPRA's, and vendors' automated systems.
In addition, the Commission finds good cause, pursuant to Section
19(b)(2) of the Act \13\ for approving the proposals prior to the
thirtieth day after the date of publication in the Federal Register.
The Exchanges have represented that they continue to receive customer
requests to expand the $1 Strike Program as soon as possible, and have
requested accelerated approval so that each Exchange may respond to
increased customer demand for $1 strikes without delay.\14\ In their
requests for acceleration, ISE and CBOE also represent that the $1
Strike Program has provided investors with greater trading
opportunities and flexibility and the ability to more closely tailor
their investment strategies and decisions to the movement of the
underlying security. CBOE further states that such advantages will be
particularly beneficial under current market conditions. In addition,
the only comment letter received on the filings was supportive of the
expansion.\15\ Accordingly, the Commission finds there is good cause,
consistent with Section 6(b)(5) of the Act \16\ to approve the
Exchanges' proposals on an accelerated basis.
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\13\ 15 U.S.C. 78s(b)(2).
\14\ See e-mails from Samir Patel, Assistant General Counsel,
ISE; Patrick Sexton, Associate General Counsel, CBOE; and Andrew
Stevens, Chief Counsel, U.S. Equities & Derivatives, NYSE Euronext,
Inc. on behalf of NYSE Arca and NYSE Alternext; to Nathan Saunders,
Special Counsel, and Heidi Pilpel, Special Counsel, Division of
Trading and Markets, Commission, on March 16, 2009.
\15\ See supra note 6.
\16\ 15 U.S.C. 78s(b)(5).
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[[Page 12416]]
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\17\ that the proposed rule changes, as amended (SR-ISE-2009-04;
SR-CBOE-2009-001; SR-NYSEArca-2009-10; and SR-NYSEALTR-2009-11) be, and
they hereby are, approved on an accelerated basis.
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\17\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-6327 Filed 3-23-09; 8:45 am]
BILLING CODE 8010-01-P