Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX, Inc. Related to the $1 Strike Price Program, 12412-12414 [E9-6330]
Download as PDF
12412
Federal Register / Vol. 74, No. 55 / Tuesday, March 24, 2009 / Notices
become effective pursuant to Section
19(b)(3)(A) of the Act 7 and Rule 19b–
4(f)(6) thereunder.8
The Exchange has asked the
Commission to waive the operative
delay to permit the proposed rule
change to become operative prior to the
30th day after filing. The Commission
has determined that waiving the 30-day
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,9 and respond to increased
customer demand for $1 strikes without
delay.10 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.
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
7 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
provide the Commission with written notice of its
intent to file the proposed rule change, along with
a brief description and text of 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.
Nasdaq has met this requirement.
9 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).
10 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).
mstockstill on PROD1PC66 with NOTICES
8 17
VerDate Nov<24>2008
01:06 Mar 24, 2009
Jkt 217001
• Send an e-mail to rulecomments@sec.gov. Please include File
No. SR–NASDAQ–2009–025 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–NASDAQ–2009–025. 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, 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–NASDAQ–2009–025 and should be
submitted on or before April 14, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–6328 Filed 3–23–09; 8:45 am]
BILLING CODE 8010–01–P
11 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00110
Fmt 4703
Sfmt 4703
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59590; File No. SR–Phlx–
2009–21]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NASDAQ
OMX PHLX, Inc. Related to the $1
Strike Price Program
March 17, 2009.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on March
16, 2009, NASDAQ OMX PHLX, Inc.
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. 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 modify
Phlx Rule 1012 (Series of Options Open
for Trading) to expand the Exchange’s
$1 Strike Price Program (the
‘‘Program’’).4 The text of the proposed
rule change is available on the
Exchange’s Web site at https://
www.nasdaqtrader.com/
micro.aspx?id=PHLXRulefilings.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
4 The $1 Strike Price Program was initially
approved on June 11, 2003, and was then extended
several times until June 5, 2008. See Securities
Exchange Act Release Nos. 48013 (June 11, 2003),
68 FR 35933 (June 17, 2003) (SR–Phlx–2002–55);
49801 (June 3, 2004), 69 FR 32652 (June 10, 2004)
(SR–Phlx–2004–38); 51768 (May 31, 2005), 70 FR
33250 (June 7, 2005) (SR–Phlx–2005–35); 53938
(June 5, 2006), 71 FR 34178 (June 13, 2006) (SR–
Phlx–2006–36); and 55666 (April 25, 2007), 72 FR
23879 (May 1, 2007) (SR–Phlx–2007–29). The
program was subsequently expanded and made
permanent in 2008. See Securities Exchange Act
Release No. 57111 (January 8, 2008), 73 FR 2297
(January 14, 2008) (SR–Phlx–2008–01).
2 15
E:\FR\FM\24MRN1.SGM
24MRN1
Federal Register / Vol. 74, No. 55 / Tuesday, March 24, 2009 / Notices
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
mstockstill on PROD1PC66 with NOTICES
1. Purpose
The purpose of this proposed rule
change is to modify Phlx Rule 1012 to
expand the Program to allow the
Exchange to select 55 individual stocks
on which options may be listed at $1
strike price intervals and to expand the
price range on which the Exchange may
list such options.
Currently, the Program allows Phlx to
select a total of 10 individual stocks on
which option series may be listed at $1
strike price intervals. In order to be
eligible for selection into the Program,
the underlying stock must close below
$50 in its primary market on the
previous trading day. If selected for the
Program, the 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. The
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. The Exchange may not list longterm option series (‘‘LEAPS’’) at $1
strike price intervals for any class
selected for the Program. The Exchange
also is restricted from listing any series
that would result in strike prices being
$0.50 apart.
The Exchange now proposes to
expand the Program to allow Phlx 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 would continue, i.e.,
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, and Phlx is
restricted from listing any series that
would result in strike prices being $0.50
apart.
As stated in the Commission order
that initially approved Phlx’s Program
and in subsequent extensions and
expansions of the Program,5 Phlx
believes that $1 strike price intervals
provide investors with greater flexibility
in the trading of equity options that
overlie lower price stocks by allowing
5 See
supra note 3.
VerDate Nov<24>2008
01:06 Mar 24, 2009
Jkt 217001
investors to establish equity options
positions that are better tailored to meet
their investment objectives. Indeed,
member firms representing customers
have repeatedly requested that Phlx
seek to expand the Program in terms of
the number of classes on which option
series may be listed at $1 strike price
intervals. The Exchange notes that
current market conditions, in which the
number of securities trading below $50
has increased dramatically, further
warrant the expansion of the Program.
The Exchange is also proposing to set
forth a delisting policy. Specifically, the
Exchange would, on a monthly basis,
review series that were originally listed
under the Program with strike prices
that are more than $5 from the current
values of the options classes in the
Program. The Exchange would 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 the proposed
delisting policy, Phlx could grant
member requests to add strikes and/or
maintain strikes in certain options
classes in series eligible for delisting.
Further, in connection with the
proposed delisting policy, if the
Exchange identifies series for delisting,
the Exchange 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. Phlx expects that
the proposed delisting policy will be
adopted by other options exchanges that
amend their rules to employ a similar
expansion of the Program.
With regard to the impact on system
capacity, Phlx has analyzed its capacity
and represents that it and the Options
Price Reporting Authority (‘‘OPRA’’)
have the necessary systems capacity to
handle the additional traffic associated
with the listing and trading of an
expanded number of series as proposed
by this filing.
The Exchange believes that the
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. Furthermore, the
Exchange has not detected any material
proliferation of illiquid options series
resulting from the narrower strike price
PO 00000
Frm 00111
Fmt 4703
Sfmt 4703
12413
intervals. For these reasons, Phlx
requests an expansion of the current
Program.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 6 in general, and furthers the
objectives of Section 6(b)(5) of the Act 7
in particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general to protect
investors and the public interest. The
Exchange believes that expanding the
current $1 Strike Program will result in
a continuing benefit to investors by
giving them more flexibility to closely
tailor their investment decisions in
greater number of securities.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange 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
No written comments were either
solicited or received.
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; and
(iii) become operative for 30 days after
the date of the filing, or such shorter
time as the Commission may designate,
it has become effective pursuant to
Section 19(b)(3)(A) of the Act 8 and Rule
19b-4(f)(6) thereunder.9
The Exchange has asked the
Commission to waive the operative
delay to permit the proposed rule
change to become operative prior to the
30th day after filing. The Commission
has determined that waiving the 30-day
6 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
8 15 U.S.C. 78s(b)(3)(A).
9 17 CFR 240.19b–4(f)(6). In addition, Rule 19b4(f)(6)(iii) requires a self-regulatory organization to
provide the Commission with written notice of its
intent to file the proposed rule change, along with
a brief description and text of 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. Phlx
has met this requirement.
7 15
E:\FR\FM\24MRN1.SGM
24MRN1
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).
VerDate Nov<24>2008
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
Sfmt 4703
(‘‘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
E:\FR\FM\24MRN1.SGM
24MRN1
Agencies
[Federal Register Volume 74, Number 55 (Tuesday, March 24, 2009)]
[Notices]
[Pages 12412-12414]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-6330]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59590; File No. SR-Phlx-2009-21]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX, Inc. Related
to the $1 Strike Price Program
March 17, 2009.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby given
that, on March 16, 2009, NASDAQ OMX PHLX, Inc. (``Phlx'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared by the Exchange. 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\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to modify Phlx Rule 1012 (Series of Options
Open for Trading) to expand the Exchange's $1 Strike Price Program (the
``Program'').\4\ The text of the proposed rule change is available on
the Exchange's Web site at https://www.nasdaqtrader.com/micro.aspx?id=PHLXRulefilings.
---------------------------------------------------------------------------
\4\ The $1 Strike Price Program was initially approved on June
11, 2003, and was then extended several times until June 5, 2008.
See Securities Exchange Act Release Nos. 48013 (June 11, 2003), 68
FR 35933 (June 17, 2003) (SR-Phlx-2002-55); 49801 (June 3, 2004), 69
FR 32652 (June 10, 2004) (SR-Phlx-2004-38); 51768 (May 31, 2005), 70
FR 33250 (June 7, 2005) (SR-Phlx-2005-35); 53938 (June 5, 2006), 71
FR 34178 (June 13, 2006) (SR-Phlx-2006-36); and 55666 (April 25,
2007), 72 FR 23879 (May 1, 2007) (SR-Phlx-2007-29). The program was
subsequently expanded and made permanent in 2008. See Securities
Exchange Act Release No. 57111 (January 8, 2008), 73 FR 2297
(January 14, 2008) (SR-Phlx-2008-01).
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set
[[Page 12413]]
forth in sections A, B, and C below, of the most significant aspects of
such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to modify Phlx Rule
1012 to expand the Program to allow the Exchange to select 55
individual stocks on which options may be listed at $1 strike price
intervals and to expand the price range on which the Exchange may list
such options.
Currently, the Program allows Phlx to select a total of 10
individual stocks on which option series may be listed at $1 strike
price intervals. In order to be eligible for selection into the
Program, the underlying stock must close below $50 in its primary
market on the previous trading day. If selected for the Program, the
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. The 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. The Exchange may not list long-
term option series (``LEAPS'') at $1 strike price intervals for any
class selected for the Program. The Exchange also is restricted from
listing any series that would result in strike prices being $0.50
apart.
The Exchange now proposes to expand the Program to allow Phlx 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 would continue, i.e.,
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, and Phlx is restricted from listing any series that would result
in strike prices being $0.50 apart.
As stated in the Commission order that initially approved Phlx's
Program and in subsequent extensions and expansions of the Program,\5\
Phlx believes 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.
Indeed, member firms representing customers have repeatedly requested
that Phlx seek to expand the Program in terms of the number of classes
on which option series may be listed at $1 strike price intervals. The
Exchange notes that current market conditions, in which the number of
securities trading below $50 has increased dramatically, further
warrant the expansion of the Program.
---------------------------------------------------------------------------
\5\ See supra note 3.
---------------------------------------------------------------------------
The Exchange is also proposing to set forth a delisting policy.
Specifically, the Exchange would, on a monthly basis, review series
that were originally listed under the Program with strike prices that
are more than $5 from the current values of the options classes in the
Program. The Exchange would 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 the proposed delisting policy, Phlx could grant
member requests to add strikes and/or maintain strikes in certain
options classes in series eligible for delisting.
Further, in connection with the proposed delisting policy, if the
Exchange identifies series for delisting, the Exchange 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. Phlx
expects that the proposed delisting policy will be adopted by other
options exchanges that amend their rules to employ a similar expansion
of the Program.
With regard to the impact on system capacity, Phlx has analyzed its
capacity and represents that it and the Options Price Reporting
Authority (``OPRA'') have the necessary systems capacity to handle the
additional traffic associated with the listing and trading of an
expanded number of series as proposed by this filing.
The Exchange believes that the 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. Furthermore, the Exchange has not
detected any material proliferation of illiquid options series
resulting from the narrower strike price intervals. For these reasons,
Phlx requests an expansion of the current Program.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \6\ in general, and furthers the objectives of Section
6(b)(5) of the Act \7\ in particular, in that it is designed to promote
just and equitable principles of trade, to remove impediments to and
perfect the mechanism of a free and open market and a national market
system, and, in general to protect investors and the public interest.
The Exchange believes that expanding the current $1 Strike Program will
result in a continuing benefit to investors by giving them more
flexibility to closely tailor their investment decisions in greater
number of securities.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange 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
No written comments were either solicited or received.
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; and
(iii) become operative for 30 days after the date of the filing, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \8\ and Rule 19b-
4(f)(6) thereunder.\9\
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78s(b)(3)(A).
\9\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires a self-regulatory organization to provide the Commission
with written notice of its intent to file the proposed rule change,
along with a brief description and text of 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. Phlx has met this requirement.
---------------------------------------------------------------------------
The Exchange has asked the Commission to waive the operative delay
to permit the proposed rule change to become operative prior to the
30th day after filing. The Commission has determined that waiving the
30-day
[[Page 12414]]
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.
---------------------------------------------------------------------------
\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).
---------------------------------------------------------------------------
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 rule-comments@sec.gov. Please include
File No. SR-Phlx-2009-21 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-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 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.
---------------------------------------------------------------------------
\12\ 17 CFR 200.30-3(a)(12).
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