Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing of Proposal To List and Trade S&P 500 Dividend Index Options, 15528-15530 [E9-7663]
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15528
Federal Register / Vol. 74, No. 64 / Monday, April 6, 2009 / Notices
Resources Corp. because it has not filed
any periodic reports since the period
ended December 31, 1993.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Filene’s
Basement Corp. (n/k/a FBC Distribution
Corp.) because it has not filed any
periodic reports since the period ended
October 30, 1999.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Film &
Music Entertainment, Inc. because it has
not filed any periodic reports since the
period ended September 30, 2005.
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of the above-listed
companies.
Therefore, it is ordered, pursuant to
Section 12(k) of the Securities Exchange
Act of 1934, that trading in the
securities of the above-listed companies
is suspended for the period from 9:30
a.m. EDT on April 2, 2009, through
11:59 p.m. EDT on April 16, 2009.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
certain of its rules to provide for the
listing and trading of options that
overlie the S&P 500 Dividend Index,
which will be cash-settled and will have
European-style exercise. The text of the
rule proposal 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.
By the Commission.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–7817 Filed 4–2–09; 4:15 pm]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
BILLING CODE
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59667; File No. SR–CBOE–
2009–022]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of
Proposal To List and Trade S&P 500
Dividend Index Options
pwalker on PROD1PC71 with NOTICES
March 31, 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 March 25,
2009, the Chicago Board Options
Exchange, Incorporated (‘‘Exchange’’ or
‘‘CBOE’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I, II, and III below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposal from interested persons.
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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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.
1. Purpose
The purpose of the proposed rule
change is to permit the Exchange to list
and trade cash-settled options that
overlie the S&P 500 Dividend Index,
which will be cash-settled and will have
European-style exercise.
Index Design
The S&P 500 Dividend Index, which
is currently being calculated, represents
the accumulated ex-dividend amounts
of all S&P 500 Index component
securities over a specified quarterly
accrual period. Each day Standard &
Poor’s calculates the aggregate daily
dividend totals for the S&P 500 Index
component securities, which are
summed over any given calendar
quarter and are the basis of the S&P 500
Dividend Index. On any given day, the
index dividend is calculated as the total
dividend value for all constituents of
the S&P 500 Index divided by the S&P
500 Index divisor. The total dividend
value is calculated as the sum of
dividends per share multiplied by the
shares outstanding for all constituents of
the S&P 500 Index that are trading ‘‘exdividend’’ on that day.
Each accrual period will run from the
business day after the third Friday of a
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Sfmt 4703
quarterly expiration month (March,
June, September or December) through
the third Friday of the next quarterly
expiration month. An example of a
quarterly accrual period is one that will
run from Monday, March 23, 2009
through Friday, June 19, 2009. The S&P
500 Dividend Index is expressed in S&P
500 Index points and is reset to zero at
the end of each quarterly accrual period.
The S&P 500 Dividend Index is
currently calculated by Standard &
Poor’s and is disseminated by Standard
and Poor’s once per day.3 The S&P 500
Dividend Index is reported in absolute
numbers (e.g., 3, 5, 7), and the Exchange
proposes to trade option contracts on
the S&P 500 Dividend Index level with
an applied scaling factor of 10. To
illustrate, where the S&P 500 Dividend
Index is 3, the underlying will have an
index value of 30 (3 × 10). Once daily,
CBOE will disseminate the underlying
S&P 500 Dividend Index value with the
applied scaling factor of 10 through the
Options Price Reporting Authority
(‘‘OPRA’’) and/or one or more major
market data vendors.
Options Trading
The exercise-settlement value for S&P
500 Dividend Index options will be the
S&P 500 Dividend Index that is
calculated by Standard & Poor’s with an
applied scaling factor that will be set by
the Exchange at listing. The underlying
S&P Dividend Index will be quoted in
decimals and one point will be equal to
$100.4 The minimum tick size for
options trading at or below 3.00 be 0.05
point ($5.00) and for all other series,
0.10 ($10.00). Exhibit 3 presents
proposed contract specifications for S&P
500 Dividend Index options.
The Exchange is proposing to list
series at 1 point ($1.00) or greater strike
price intervals if the strike price is equal
to or less than 200 scaled index points
on S&P 500 Dividend Index options.5
Because the S&P 500 Dividend Index
will fluctuate around a limited index
value range, the Exchange believes that
a granular strike price increment will
provide investors with greater flexibility
by allowing them to establish positions
that are better tailored to meet their
investment objectives.
Initially, the Exchange will list in-, atand out-of-the-money strike prices and
may open for trading up to five series
above and five series below the price of
the related S&P 500 Dividend Index
futures contract. The Exchange is
3 The daily values can be accessed on Bloomberg
under the symbol: SPXDIV .
4 The contract multiplier will be $100.
5 When the strike price exceeds 200 scaled index
points, strike price intervals will be no less than 2.5
points.
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Federal Register / Vol. 74, No. 64 / Monday, April 6, 2009 / Notices
pwalker on PROD1PC71 with NOTICES
proposing to use the forward index level
rather than the current index for setting
strikes because the current index level
is reset to zero at the end of each
quarterly accrual period. The Exchange
believes that the related S&P 500
Dividend Index futures price is a good
proxy for the forward index level.
As for additional series, either in
response to customer demand or as the
price of the related S&P 500 Dividend
Index futures contract moves from the
initial exercise prices of options and
LEAPs series that have been opened for
trading, the Exchange may open for
trading up to an additional twenty
series. The Exchange will not be
permitted to open for trading series with
1 point ($1.00) intervals within 0.50 of
an existing 2.5 point ($2.50) strike price
with the same expiration month. The
Exchange will not be permitted to list
LEAPS on S&P 500 Dividend Index
options at intervals less than 1 point.
The Exchange also proposes to add
new Interpretation and Policy .13 to
Rule 5.5, Series of Option Contracts
Open for Trading, which will be an
internal cross reference stating that the
intervals between strike prices for S&P
500 Dividend Index option series will
be determined in accordance with
proposed new Interpretation and Policy
.01(h) to Rule 24.9.
Exercise and Settlement
The proposed options will expire on
the Saturday following the third Friday
of the expiring month. Trading in the
expiring contract month will normally
cease at 3:15 p.m. Chicago time on the
last day of trading (ordinarily the
Thursday before expiration Saturday,
unless there is an intervening holiday).
When the last trading day is moved
because of an Exchange holiday (such as
when CBOE is closed on the Friday
before expiration), the last trading day
for expiring options will be Wednesday.
Exercise will result in delivery of cash
on the business day following
expiration. S&P 500 Dividend Index
options will be A.M.-settled. The
exercise-settlement amount will be
equal to the difference between the
exercise-settlement value and the
exercise price of the option, multiplied
by the contract multiplier ($100).
If the exercise settlement value is not
available or the normal settlement
procedure cannot be utilized due to a
trading disruption or other unusual
circumstance, the settlement value will
be determined in accordance with the
rules and bylaws of the OCC.
Surveillance
The Exchange will use the same
surveillance procedures currently
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15529
utilized for each of the Exchange’s other
index options to monitor trading in S&P
500 Dividend Index options. The
Exchange further represents that these
surveillance procedures shall be
adequate to monitor trading in options
on these option products. For
surveillance purposes, the Exchange
will have complete access to
information regarding trading activity in
the pertinent underlying securities (i.e.,
S&P 500 Index component securities).
will permit trading in options based on
the index pursuant to rules designed to
prevent fraudulent and manipulative
acts and practices and to promote just
and equitable principles of trade, and
thereby will provide investors with the
ability to invest in options that settle to
an index that represents the
accumulated ex-dividend amounts of all
S&P 500 Index component securities
over a specified quarterly accrual
period.
Position Limits
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange is not proposing to
establish any position limits for S&P 500
Dividend Index options. Because the
S&P 500 Dividend Index represents the
accumulated ‘‘ex-dividend’’ amounts of
all S&P 500 Index component securities,
the Exchange believes that the position
and exercise limits for these new
products should be the same as those for
other broad-based index options, e.g.,
SPX, for which there are no position
limits. S&P 500 Dividend Index options
will be subject to the same reporting and
other requirements triggered for other
options dealt in on the Exchange.6
Exchange Rules Applicable
Except as modified herein, the rules
in Chapters I through XIX, XXIV,
XXIVA, and XXIVB will equally apply
to S&P 500 Dividend Index options.
S&P 500 Dividend Index options will
be margined as ‘‘broad-based index’’
options, and under CBOE rules,
especially, Rule 12.3(c)(5)(A), the
margin requirement for a short put or
call shall be 100% of the current market
value of the contract plus up to 15% of
the aggregate contract value. Additional
margin may be required pursuant to
Exchange Rule 12.10.
The Exchange hereby designates S&P
500 Dividend Index options as eligible
for trading as Flexible Exchange Options
as provided for in Chapters XXIVA
(Flexible Exchange Options) and XXIVB
(FLEX Hybrid Trading System).
Capacity
CBOE has analyzed its capacity and
represents that it believes the Exchange
and OPRA have the necessary systems
capacity to handle the additional traffic
associated with the listing of new series
that will result from the introduction of
S&P 500 Dividend Index options.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act
in general and furthers the objectives of
Section 6(b)(5) in particular in that it
6 See
Rule 4.13, Reports Related to Position
Limits.
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Fmt 4703
Sfmt 4703
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
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve such proposed
rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change 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–2009–022 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
E:\FR\FM\06APN1.SGM
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15530
Federal Register / Vol. 74, No. 64 / Monday, April 6, 2009 / Notices
100 F Street, NE., Washington, DC
20549–1090.
SECURITIES AND EXCHANGE
COMMISSION
All submissions should refer to File
Number SR–CBOE–2009–022. 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 the filing also will be available
for inspection and copying at the
principal office of the Exchange. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–CBOE–2009–022 and
should be submitted on or before April
27, 2009.
[Release No. 34–59643; File No. SR–MSRB–
2009–03]
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–7663 Filed 4–3–09; 8:45 am]
BILLING CODE 8010–01–P
Self-Regulatory Organizations;
Municipal Securities Rulemaking
Board; Notice of Filing of Proposed
Rule Change Relating to the
Establishment of a Pilot Phase of Its
Upcoming Continuing Disclosure
Service of the Electronic Municipal
Market Access system (EMMA®)
March 27, 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 25,
2009, the Municipal Securities
Rulemaking Board (‘‘MSRB’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been substantially prepared by the
MSRB. 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 MSRB has filed with the
Commission a proposed rule change to
establish a pilot phase (the ‘‘continuing
disclosure pilot’’) of the continuing
disclosure service of the MSRB’s
Electronic Municipal Market Access
system (‘‘EMMA’’). The continuing
disclosure pilot would receive
electronic submissions of, and would
make publicly available on the Internet,
continuing disclosure documents and
related information voluntarily
submitted by issuers, obligated persons
and their agents. The MSRB has
requested approval of the continuing
disclosure pilot to commence operation
on May 11, 2009, or such later date as
may be announced by the MSRB in a
notice published on the MSRB Web site,
which date shall be no later than 30
days after Commission approval of the
proposed rule change. In addition, the
MSRB has requested approval of the
continuing disclosure pilot for a period
ending on July 1, 2009.3
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 The Commission has previously approved the
establishment of the continuing disclosure service
of EMMA, which will commence operation on July
1, 2009. See Securities Exchange Act Release No.
59061 (December 5, 2008), 73 FR 75778 (December
12, 2008) (File No. SR–MSRB–2008–05) (approving
the continuing disclosure service of EMMA with an
effective date of July 1, 2009). The EMMA
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2 17
7 17
CFR 200.30–3(a)(12).
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19:48 Apr 03, 2009
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The text of the proposed rule change
is available on the MSRB’s Web site
(https://www.msrb.org/msrb1/sec.asp), at
the MSRB’s principal office, 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
MSRB 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 MSRB has
prepared summaries, set forth in
sections A, B, and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The proposed rule change would
establish a pilot phase of the continuing
disclosure service of EMMA to provide,
pending the commencement of
operation of the permanent EMMA
continuing disclosure service on July 1,
2009, for the voluntary electronic
submission to the MSRB of continuing
disclosure documents and related
information by issuers, obligated
persons and their agents and to provide
for the free public access to such
documents through the EMMA portal.4
Under Exchange Act Rule 15c2–
12(b)(5), an underwriter for a primary
offering of municipal securities subject
to the rule currently is prohibited from
underwriting the offering unless the
underwriter has determined that the
issuer or an obligated person for whom
financial information or operating data
is presented in the final official
statement, or a designated agent, has
undertaken in writing to provide certain
continuing disclosure service is designed to
commence operation simultaneously with the
effectiveness of certain amendments to Exchange
Act Rule 15c2–12 adopted by the Commission. See
Securities Exchange Act Release No. 59062
(December 5, 2008), 73 FR 76104 (December 15,
2008) (adopting amendments to Exchange Act Rule
15c2–12).
4 The EMMA portal began operation on March 31,
2008 as a pilot facility and is accessible at https://
emma.msrb.org. See Securities Exchange Act
Release No. 57577 (March 28, 2008), 73 FR 18022
(April 2, 2008) (File No. SR–MSRB–2007–06)
(approving operation of the EMMA pilot to provide
free public access to the MSIL system collection of
official statements and advance refunding
documents and to the MSRB’s Real-Time
Transaction Reporting System historical and realtime transaction price data) (the ‘‘EMMA portal
pilot filing’’).
E:\FR\FM\06APN1.SGM
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Agencies
[Federal Register Volume 74, Number 64 (Monday, April 6, 2009)]
[Notices]
[Pages 15528-15530]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-7663]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59667; File No. SR-CBOE-2009-022]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing of Proposal To List and Trade S&P 500
Dividend Index Options
March 31, 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 March 25, 2009, the Chicago Board Options Exchange,
Incorporated (``Exchange'' or ``CBOE'') filed with the Securities and
Exchange Commission (``Commission'') the proposed rule change as
described in Items I, II, and III below, which Items have been prepared
by the Exchange. The Commission is publishing this notice to solicit
comments on the proposal from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 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 amend certain of its rules to provide for
the listing and trading of options that overlie the S&P 500 Dividend
Index, which will be cash-settled and will have European-style
exercise. The text of the rule proposal 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
The purpose of the proposed rule change is to permit the Exchange
to list and trade cash-settled options that overlie the S&P 500
Dividend Index, which will be cash-settled and will have European-style
exercise.
Index Design
The S&P 500 Dividend Index, which is currently being calculated,
represents the accumulated ex-dividend amounts of all S&P 500 Index
component securities over a specified quarterly accrual period. Each
day Standard & Poor's calculates the aggregate daily dividend totals
for the S&P 500 Index component securities, which are summed over any
given calendar quarter and are the basis of the S&P 500 Dividend Index.
On any given day, the index dividend is calculated as the total
dividend value for all constituents of the S&P 500 Index divided by the
S&P 500 Index divisor. The total dividend value is calculated as the
sum of dividends per share multiplied by the shares outstanding for all
constituents of the S&P 500 Index that are trading ``ex-dividend'' on
that day.
Each accrual period will run from the business day after the third
Friday of a quarterly expiration month (March, June, September or
December) through the third Friday of the next quarterly expiration
month. An example of a quarterly accrual period is one that will run
from Monday, March 23, 2009 through Friday, June 19, 2009. The S&P 500
Dividend Index is expressed in S&P 500 Index points and is reset to
zero at the end of each quarterly accrual period.
The S&P 500 Dividend Index is currently calculated by Standard &
Poor's and is disseminated by Standard and Poor's once per day.\3\ The
S&P 500 Dividend Index is reported in absolute numbers (e.g., 3, 5, 7),
and the Exchange proposes to trade option contracts on the S&P 500
Dividend Index level with an applied scaling factor of 10. To
illustrate, where the S&P 500 Dividend Index is 3, the underlying will
have an index value of 30 (3 x 10). Once daily, CBOE will disseminate
the underlying S&P 500 Dividend Index value with the applied scaling
factor of 10 through the Options Price Reporting Authority (``OPRA'')
and/or one or more major market data vendors.
---------------------------------------------------------------------------
\3\ The daily values can be accessed on Bloomberg under the
symbol: SPXDIV .
---------------------------------------------------------------------------
Options Trading
The exercise-settlement value for S&P 500 Dividend Index options
will be the S&P 500 Dividend Index that is calculated by Standard &
Poor's with an applied scaling factor that will be set by the Exchange
at listing. The underlying S&P Dividend Index will be quoted in
decimals and one point will be equal to $100.\4\ The minimum tick size
for options trading at or below 3.00 be 0.05 point ($5.00) and for all
other series, 0.10 ($10.00). Exhibit 3 presents proposed contract
specifications for S&P 500 Dividend Index options.
---------------------------------------------------------------------------
\4\ The contract multiplier will be $100.
---------------------------------------------------------------------------
The Exchange is proposing to list series at 1 point ($1.00) or
greater strike price intervals if the strike price is equal to or less
than 200 scaled index points on S&P 500 Dividend Index options.\5\
Because the S&P 500 Dividend Index will fluctuate around a limited
index value range, the Exchange believes that a granular strike price
increment will provide investors with greater flexibility by allowing
them to establish positions that are better tailored to meet their
investment objectives.
---------------------------------------------------------------------------
\5\ When the strike price exceeds 200 scaled index points,
strike price intervals will be no less than 2.5 points.
---------------------------------------------------------------------------
Initially, the Exchange will list in-, at- and out-of-the-money
strike prices and may open for trading up to five series above and five
series below the price of the related S&P 500 Dividend Index futures
contract. The Exchange is
[[Page 15529]]
proposing to use the forward index level rather than the current index
for setting strikes because the current index level is reset to zero at
the end of each quarterly accrual period. The Exchange believes that
the related S&P 500 Dividend Index futures price is a good proxy for
the forward index level.
As for additional series, either in response to customer demand or
as the price of the related S&P 500 Dividend Index futures contract
moves from the initial exercise prices of options and LEAPs series that
have been opened for trading, the Exchange may open for trading up to
an additional twenty series. The Exchange will not be permitted to open
for trading series with 1 point ($1.00) intervals within 0.50 of an
existing 2.5 point ($2.50) strike price with the same expiration month.
The Exchange will not be permitted to list LEAPS on S&P 500 Dividend
Index options at intervals less than 1 point.
The Exchange also proposes to add new Interpretation and Policy .13
to Rule 5.5, Series of Option Contracts Open for Trading, which will be
an internal cross reference stating that the intervals between strike
prices for S&P 500 Dividend Index option series will be determined in
accordance with proposed new Interpretation and Policy .01(h) to Rule
24.9.
Exercise and Settlement
The proposed options will expire on the Saturday following the
third Friday of the expiring month. Trading in the expiring contract
month will normally cease at 3:15 p.m. Chicago time on the last day of
trading (ordinarily the Thursday before expiration Saturday, unless
there is an intervening holiday). When the last trading day is moved
because of an Exchange holiday (such as when CBOE is closed on the
Friday before expiration), the last trading day for expiring options
will be Wednesday.
Exercise will result in delivery of cash on the business day
following expiration. S&P 500 Dividend Index options will be A.M.-
settled. The exercise-settlement amount will be equal to the difference
between the exercise-settlement value and the exercise price of the
option, multiplied by the contract multiplier ($100).
If the exercise settlement value is not available or the normal
settlement procedure cannot be utilized due to a trading disruption or
other unusual circumstance, the settlement value will be determined in
accordance with the rules and bylaws of the OCC.
Surveillance
The Exchange will use the same surveillance procedures currently
utilized for each of the Exchange's other index options to monitor
trading in S&P 500 Dividend Index options. The Exchange further
represents that these surveillance procedures shall be adequate to
monitor trading in options on these option products. For surveillance
purposes, the Exchange will have complete access to information
regarding trading activity in the pertinent underlying securities
(i.e., S&P 500 Index component securities).
Position Limits
The Exchange is not proposing to establish any position limits for
S&P 500 Dividend Index options. Because the S&P 500 Dividend Index
represents the accumulated ``ex-dividend'' amounts of all S&P 500 Index
component securities, the Exchange believes that the position and
exercise limits for these new products should be the same as those for
other broad-based index options, e.g., SPX, for which there are no
position limits. S&P 500 Dividend Index options will be subject to the
same reporting and other requirements triggered for other options dealt
in on the Exchange.\6\
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\6\ See Rule 4.13, Reports Related to Position Limits.
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Exchange Rules Applicable
Except as modified herein, the rules in Chapters I through XIX,
XXIV, XXIVA, and XXIVB will equally apply to S&P 500 Dividend Index
options.
S&P 500 Dividend Index options will be margined as ``broad-based
index'' options, and under CBOE rules, especially, Rule 12.3(c)(5)(A),
the margin requirement for a short put or call shall be 100% of the
current market value of the contract plus up to 15% of the aggregate
contract value. Additional margin may be required pursuant to Exchange
Rule 12.10.
The Exchange hereby designates S&P 500 Dividend Index options as
eligible for trading as Flexible Exchange Options as provided for in
Chapters XXIVA (Flexible Exchange Options) and XXIVB (FLEX Hybrid
Trading System).
Capacity
CBOE has analyzed its capacity and represents that it believes the
Exchange and OPRA have the necessary systems capacity to handle the
additional traffic associated with the listing of new series that will
result from the introduction of S&P 500 Dividend Index options.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the Act
in general and furthers the objectives of Section 6(b)(5) in particular
in that it will permit trading in options based on the index pursuant
to rules designed to prevent fraudulent and manipulative acts and
practices and to promote just and equitable principles of trade, and
thereby will provide investors with the ability to invest in options
that settle to an index that represents the accumulated ex-dividend
amounts of all S&P 500 Index component securities over a specified
quarterly accrual period.
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
Within 35 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve such proposed rule change, or
(B) Institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change 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-2009-022 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission,
[[Page 15530]]
100 F Street, NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-CBOE-2009-022. 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 the filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-CBOE-2009-022 and should be
submitted on or before April 27, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\7\
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\7\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-7663 Filed 4-3-09; 8:45 am]
BILLING CODE 8010-01-P