Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to the Expansion and Extension of the Exchange's Penny Pilot Program, 56682-56684 [E9-26253]
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56682
Federal Register / Vol. 74, No. 210 / Monday, November 2, 2009 / Notices
Number SR–FINRA–2009–041 on the
subject line.
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
[Release No. 34–60874; File No. SR–
NASDAQ–2009–091]
• 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–FINRA–2009–041. 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. 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 the File
Number SR–FINRA–2009–041 and
should be submitted on or before
November 23, 2009.
VII. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,24 that the
proposed rule change (SR–FINRA–
2009–041), as amended, be, and hereby
is, approved on an accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–26254 Filed 10–30–09; 8:45 am]
srobinson on DSKHWCL6B1PROD with NOTICES
BILLING CODE 8011–01–P
24 15
25 17
17:03 Oct 30, 2009
October 23, 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 October
16, 2009, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by Nasdaq. 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
Nasdaq is filing a proposal for the
NASDAQ Options Market (‘‘NOM’’ or
‘‘Exchange’’) amend its Chapter VI,
Section 5 to: (1) Extend through
December 31, 2010, the Penny Pilot in
options classes in certain issues (‘‘Pilot
Program’’ or ‘‘Pilot’’); (2) expand the
number of issues included in the Pilot
Program; and (3) replace, on a semiannual basis, any Pilot Program issues
that have been delisted.3
The Exchange requests that the
Commission waive the 30-day operative
delay period contained in Exchange Act
Rule 19b–4(f)(6)(iii).4
The text of the proposed rule change
is available from Nasdaq’s Web site at
https://nasdaq.cchwallstreet.com, at
Nasdaq’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,
Nasdaq included statements concerning
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 57579
(March 28, 2008), 73 FR 18587 (April 4, 2008) (SR–
NASDAQ–2008–026) (notice of filing and
immediate effectiveness establishing Penny Pilot).
See also Securities Exchange Act Release No. 60212
(July 1, 2009), 74 FR 33000 (July 9, 2009) (SR–
NASDAQ–2009–061) (notice of filing and
immediate effectiveness extending Penny Pilot
through October 31, 2009).
4 17 CFR 240.19b–4(f)(6)(iii).
2 17
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
VerDate Nov<24>2008
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change Relating to
the Expansion and Extension of the
Exchange’s Penny Pilot Program
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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. Nasdaq 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 purpose of the proposal is to:
Extend the time period of the Pilot
Program, which is currently scheduled
to expire on October 31, 2009, through
December 31, 2010; expand the number
of issues included in the Pilot Program;
and enable the Exchange to replace, on
a semi-annual basis, any Pilot Program
issues that have been delisted.
Top 300
NASDAQ proposes to add the top 300
most actively traded multiply listed
options classes that are not yet included
in the Pilot Program (the ‘‘Top 300’’).
The Exchange proposes to determine the
identity of the Top 300 based on
national average daily volume (‘‘ADV’’)
in the prior six calendar months
preceding their addition to the Pilot
Program, except that the month
immediately preceding their addition to
the Pilot Program would not be utilized
for purposes of the analysis.5 In
determining the identity of the Top 300,
the Exchange will exclude options
classes with high premiums. Pursuant to
Chapter VI, Section 5(a)(3), the Pilot
Program issues will be announced to the
Exchange’s membership via an Options
Trader Alert (‘‘OTA’’) posted by the
Exchange on its Web site.6 This will
bring the total number of options classes
traded pursuant to the Pilot Program to
363. NASDAQ represents that the
Exchange has the necessary system
5 The Exchange will not include options classes
in which the issuer of the underlying security is
subject to an announced merger or is in the process
of being acquired by another company, or if the
issuer is in bankruptcy. For purposes of assessing
ADV, the Exchange will use data compiled and
disseminated by The Options Clearing Corporation
(‘‘OCC’’).
6 The Exchange shall also identify the classes to
be added to the Pilot Program, per each phase, in
a filing with the Commission. The Exchange
proposes to clarify in its Chapter VI Section 5 that
a list of options in the Penny Pilot shall be
communicated to membership via an Options
Trader Alert (‘‘OTA’’) posted on the Exchange’s
Web site; and that certain options, such as for
example the QQQQs, will be traded in penny
increments regardless of price. This is similar to
Phlx Rule 1034(a)(i)(B).
E:\FR\FM\02NON1.SGM
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Federal Register / Vol. 74, No. 210 / Monday, November 2, 2009 / Notices
capacity to support any additional series
listed as part of the Pilot Program.
NASDAQ believes that it is
appropriate to exclude high priced
underlying securities, as the benefit to
the public from including such issues is
minimal because of the high price of
‘‘at-the-money’’ options.7 The Exchange
believes an appropriate threshold for
designation as ‘‘high priced’’ at the time
of selection of new issues to be included
in the Pilot is $200 per share or a
calculated index value of 200. At $200
per share strike prices are in $10
increments, and at a calculated index
value of 200 strike prices are in $5
increments,8 so the at-the-money strike
is more likely to carry an intrinsic value
of $3 or more, and thus not trade in a
penny increment. With a greater
distance between strikes, there are
generally fewer series that are actively
traded. The determination of whether a
security is trading above $200 or above
a calculated index value of 200 shall be
based on the price at the close of trading
on the Expiration Friday prior to being
added to the Pilot.
srobinson on DSKHWCL6B1PROD with NOTICES
Phased Implementation
The Exchange proposes to phase-in
the additional classes to the Pilot
Program over four successive quarters.
Specifically, the Exchange proposes to
add 75 classes in November 2009,
February 2010, May 2010, and August
2010. In order to reduce operational
confusion and provide for appropriate
time to update databases, the Exchange
proposes to add the eligible issues to the
Pilot Program effective for trading on
the Monday ten days after Expiration
Friday. Thus, the quarterly additions
would be effective on November 2,
2009; February 1, 2010; May 3, 2010;
and August 2, 2010. For purposes of
identifying the issues to be added per
quarter, the Exchange shall use data
from the prior six calendar months
preceding the implementation month,
except that the month immediately
preceding their addition to the Pilot
Program would not be utilized for
purposes of the analysis.9
7 For instance, as of August 12, 2009, the near
term at-the-money call in GOOG (August 460 Calls)
was trading at $6.50 with the underlying at $459.84.
The lowest strike price September call trading
below $3 (with the underlying at the same price)
was the September 500 Call.
8 Regarding strike price increments for non-index
options, see Chapter IV, Section 6(d). Regarding
strike price increments for index options, see
Chapter XIV, Section 11(c).
9 The issues to be added on November 2, 2009,
will be based on the most actively traded multiply
listed issues for the six month period from April 1,
2009, through September 30, 2009. The issues to be
added on February 1, 2010, will be based on the
most actively traded multiply listed issues for the
six month period from July 1, 2009, through
VerDate Nov<24>2008
17:03 Oct 30, 2009
Jkt 220001
Delistings
Additionally, the Exchange proposes
that any Pilot Program issues that have
been delisted may be replaced on a
semi-annual basis by the next most
actively traded multiply listed options
classes that are not yet included in the
Pilot, based on trading activity in the
previous six months. The replacement
issues would be added to the Pilot on
the second trading day following
January 1, 2010, and July 1, 2010.10 The
Exchange will employ the same
parameters in respect of prospective
replacement issues as approved and
applicable under the Pilot Program,
including excluding high-priced
underlying securities.
Reports
The Exchange agrees to submit semiannual reports to the Commission that
will include sample data and analysis of
information collected from April 1
through September 30, and from
October 1 through March 31, for each
year, for the ten most active and twenty
least active options classes added to the
Pilot Program.11 As the Pilot Program
matures and expands, the Exchange
believes that this proposed sampling
approach provides an appropriate
means by which to monitor and assess
the Pilot Program’s impact. The
Exchange will also identify, for
comparison purposes, a control group
consisting of the ten least active options
classes from the existing 63 Pilot
Program classes. This report will
include, but is not limited to: (1) Data
and analysis on the number of
quotations generated for options
included in the report; (2) an assessment
of the quotation spreads for the options
included in the report; (3) an assessment
of the impact of the Pilot Program on the
capacity of NASDAQ’s automated
systems; (4) data reflecting the size and
depth of markets, and (5) any capacity
problems or other problems that arose
related to the operation of the Pilot
Program and how the Exchange
addressed them.
The Exchange believes the benefits to
public customers and other market
participants who will be able to express
their true prices to buy and sell options
December 31, 2009. The issues to be added on May
3, 2010, will be based on the most actively traded
multiply listed issues for the six month period from
October 1, 2009, through March 31, 2010. And the
issues to be added on August 2, 2010, will be based
on the most actively traded multiply listed issues
for the six month period from January 1, 2010,
through June 30, 2010.
10 The replacement issues will be announced to
the Exchange’s membership via an OTA posted on
the Exchange’s Web site.
11 The Exchange will continue to provide data
concerning the existing 63 Pilot Program classes.
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56683
have been demonstrated to outweigh the
increase in quote traffic.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 12 in general, and furthers the
objectives of Section 6(b)(5) of the Act 13
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, and to remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system. The
Exchange believes that the Pilot
Program promotes just and equitable
principles of trade by enabling public
customers and other market participants
to express their true prices to buy and
sell options.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Nasdaq does not believe that the
proposed rule change will impose any
burden on competition that is 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
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 14 and Rule
19b–4(f)(6) thereunder.15 Because the
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
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest, the proposed rule
change has become effective pursuant to
Section 19(b)(3)(A) of the Act 16 and
Rule 19b–4(f)(6)(iii) thereunder.17
12 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
14 15 U.S.C. 78s(b)(3)(A)(iii).
15 17 CFR 240.19b–4(f)(6).
16 15 U.S.C. 78s(b)(3)(A).
17 17 CFR 240.19b–4(f)(6)(iii). In addition, Rule
19b–4(f)(6)(iii) requires the Exchange to give the
Commission written notice of the Exchange’s intent
13 15
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56684
Federal Register / Vol. 74, No. 210 / Monday, November 2, 2009 / Notices
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative prior to 30 days after
the date of the filing.18 However,
pursuant to Rule 19b–4(f)(6)(iii),19 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange notes that the
proposed rule change is substantially
similar to a proposal submitted by
another options exchange that was
recently approved by the Commission
and also incorporates a change to the
initial expansion date filed by the other
exchange. The Exchange further states
that waiving the 30-day operative delay
will allow the Pilot Program to continue
uninterrupted and allow Nasdaq to
adopt the same expansion schedule as
other exchanges. For these reasons, the
Commission designates the proposal to
be operative upon filing with the
Commission.
The Commission believes waiving the
30-day operative delay 20 is consistent
with the protection of investors and the
public interest because such waiver will
allow Nasdaq to implement the 75
additional classes on November 2, 2009
and permit the Pilot Program to
continue uninterrupted, consistent with
other exchanges.21 For these reasons,
the Commission designates the proposal
to be operative upon filing with the
Commission.
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
srobinson on DSKHWCL6B1PROD with NOTICES
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
to file the proposed rule change along with a brief
description and the 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. The
Exchange has satisfied this pre-filing requirement.
18 17 CFR 240.19b–4(f)(6).
19 17 CFR 240.19b–4(f)(6)(iii).
20 For the 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. 78(c)(f).
21 See Securities Exchange Act Release Nos.
60711 (September 23, 2009), 74 FR 49419
(September 28, 2009) (SR–NYSEArca–2009–44);
and 60833 (October 16, 2009), 74 FR 54617 (October
22, 2009) (SR–NYSEArca–2009–91).
VerDate Nov<24>2008
17:03 Oct 30, 2009
Jkt 220001
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–NASDAQ–2009–091 on the
subject line.
DEPARTMENT OF STATE
[Public Notice 6783]
Shipping Coordinating Committee;
Notice of Meeting
The Shipping Coordinating
Committee (SHC) will conduct an open
meeting at 9:30 a.m. on Friday,
November 13, 2009, in Room 1303 of
the United States Coast Guard
Headquarters Building, 2100 Second
Street, SW., Washington, DC 20593–
0001. The primary purpose of the
Paper Comments
meeting is to prepare for the twenty
• Send paper comments in triplicate
sixth Session of the International
to Elizabeth M. Murphy, Secretary,
Maritime Organization (IMO) Assembly
Securities and Exchange Commission,
(A 26) to be held at the IMO
100 F Street, NE., Washington DC
Headquarters, United Kingdom from
20549–1090.
November 23 to December 4, 2009 and
All submissions should refer to File
the twenty fifth Session of the IMO
Number SR–NASDAQ–2009–091. This
Council Extraordinary Session (C ES 25)
file number should be included on the
to be held at the IMO Headquarters,
subject line if e-mail is used. To help the United Kingdom, from November 19 to
Commission process and review your
November 20, 2009.
comments more efficiently, please use
The primary matters to be considered
only one method. The Commission will include:
post all comments on the Commission’s
Twenty-Sixth Session of Assembly
Internet Web site (https://www.sec.gov/
1. Adoption of the agenda.
rules/sro.shtml ). Copies of the
2. Election of the President and the
submission, all subsequent
Vice-Presidents of the Assembly.
amendments, all written statements
3. Consideration of proposed
with respect to the proposed rule
amendments to the Rules of Procedure
change that are filed with the
of the Assembly.
Commission, and all written
4. Application of Article 61 of the
communications relating to the
IMO Convention. Report of the Council
proposed rule change between the
Commission and any person, other than to the Assembly on any requests by
Members for waiver.
those that may be withheld from the
5. Establishment of committees of the
public in accordance with the
Assembly.
provisions of 5 U.S.C. 552, will be
6. Consideration of the reports of the
available for inspection and copying in
committees of the Assembly.
the Commission’s Public Reference
7. Report of the Council to the
Room, 100 F Street, NE., Washington,
Assembly on the work of the
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m. Organization since the twenty-fifth
regular session of the Assembly.
Copies of such filing also will be
8. Strategy and planning.
available for inspection and copying at
9. Voluntary IMO Member State Audit
the principal office of the Exchange. All
Scheme.
comments received will be posted
10. Consideration of the reports and
without change; the Commission does
recommendations of the Maritime
not edit personal identifying
Safety Committee.
information from submissions. You
11. Consideration of the reports and
should submit only information that
recommendations of the Legal
you wish to make available publicly. All
Committee.
submissions should refer to File No.
12. Consideration of the reports and
SR–NASDAQ–2009–091 and should be
recommendations of the Marine
submitted on or before November 23,
Environment Protection Committee.
2009.
13. Consideration of the reports and
For the Commission, by the Division of
recommendations of the Technical CoTrading and Markets, pursuant to delegated
operation Committee.
authority.22
14. Consideration of the reports and
Florence E. Harmon,
recommendations of the Facilitation
Deputy Secretary.
Committee.
[FR Doc. E9–26253 Filed 10–30–09; 8:45 am]
15. Report on the 2009 International
Conference on the Safe and
BILLING CODE 8011–01–P
Environmentally Sound Recycling of
22 17 CFR 200.30–3(a)(12).
Ships.
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Agencies
[Federal Register Volume 74, Number 210 (Monday, November 2, 2009)]
[Notices]
[Pages 56682-56684]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-26253]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-60874; File No. SR-NASDAQ-2009-091]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of a Proposed Rule Change
Relating to the Expansion and Extension of the Exchange's Penny Pilot
Program
October 23, 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 October 16, 2009, The NASDAQ Stock Market LLC (``Nasdaq'') filed
with the Securities and Exchange Commission (``SEC'' or ``Commission'')
the proposed rule change as described in Items I and II below, which
Items have been prepared by Nasdaq. The Commission is publishing this
notice to solicit comments on the proposed rule change from interested
persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
Nasdaq is filing a proposal for the NASDAQ Options Market (``NOM''
or ``Exchange'') amend its Chapter VI, Section 5 to: (1) Extend through
December 31, 2010, the Penny Pilot in options classes in certain issues
(``Pilot Program'' or ``Pilot''); (2) expand the number of issues
included in the Pilot Program; and (3) replace, on a semi-annual basis,
any Pilot Program issues that have been delisted.\3\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 57579 (March 28,
2008), 73 FR 18587 (April 4, 2008) (SR-NASDAQ-2008-026) (notice of
filing and immediate effectiveness establishing Penny Pilot). See
also Securities Exchange Act Release No. 60212 (July 1, 2009), 74 FR
33000 (July 9, 2009) (SR-NASDAQ-2009-061) (notice of filing and
immediate effectiveness extending Penny Pilot through October 31,
2009).
---------------------------------------------------------------------------
The Exchange requests that the Commission waive the 30-day
operative delay period contained in Exchange Act Rule 19b-
4(f)(6)(iii).\4\
---------------------------------------------------------------------------
\4\ 17 CFR 240.19b-4(f)(6)(iii).
---------------------------------------------------------------------------
The text of the proposed rule change is available from Nasdaq's Web
site at https://nasdaq.cchwallstreet.com, at Nasdaq'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, Nasdaq 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. Nasdaq 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 purpose of the proposal is to: Extend the time period of the
Pilot Program, which is currently scheduled to expire on October 31,
2009, through December 31, 2010; expand the number of issues included
in the Pilot Program; and enable the Exchange to replace, on a semi-
annual basis, any Pilot Program issues that have been delisted.
Top 300
NASDAQ proposes to add the top 300 most actively traded multiply
listed options classes that are not yet included in the Pilot Program
(the ``Top 300''). The Exchange proposes to determine the identity of
the Top 300 based on national average daily volume (``ADV'') in the
prior six calendar months preceding their addition to the Pilot
Program, except that the month immediately preceding their addition to
the Pilot Program would not be utilized for purposes of the
analysis.\5\ In determining the identity of the Top 300, the Exchange
will exclude options classes with high premiums. Pursuant to Chapter
VI, Section 5(a)(3), the Pilot Program issues will be announced to the
Exchange's membership via an Options Trader Alert (``OTA'') posted by
the Exchange on its Web site.\6\ This will bring the total number of
options classes traded pursuant to the Pilot Program to 363. NASDAQ
represents that the Exchange has the necessary system
[[Page 56683]]
capacity to support any additional series listed as part of the Pilot
Program.
---------------------------------------------------------------------------
\5\ The Exchange will not include options classes in which the
issuer of the underlying security is subject to an announced merger
or is in the process of being acquired by another company, or if the
issuer is in bankruptcy. For purposes of assessing ADV, the Exchange
will use data compiled and disseminated by The Options Clearing
Corporation (``OCC'').
\6\ The Exchange shall also identify the classes to be added to
the Pilot Program, per each phase, in a filing with the Commission.
The Exchange proposes to clarify in its Chapter VI Section 5 that a
list of options in the Penny Pilot shall be communicated to
membership via an Options Trader Alert (``OTA'') posted on the
Exchange's Web site; and that certain options, such as for example
the QQQQs, will be traded in penny increments regardless of price.
This is similar to Phlx Rule 1034(a)(i)(B).
---------------------------------------------------------------------------
NASDAQ believes that it is appropriate to exclude high priced
underlying securities, as the benefit to the public from including such
issues is minimal because of the high price of ``at-the-money''
options.\7\ The Exchange believes an appropriate threshold for
designation as ``high priced'' at the time of selection of new issues
to be included in the Pilot is $200 per share or a calculated index
value of 200. At $200 per share strike prices are in $10 increments,
and at a calculated index value of 200 strike prices are in $5
increments,\8\ so the at-the-money strike is more likely to carry an
intrinsic value of $3 or more, and thus not trade in a penny increment.
With a greater distance between strikes, there are generally fewer
series that are actively traded. The determination of whether a
security is trading above $200 or above a calculated index value of 200
shall be based on the price at the close of trading on the Expiration
Friday prior to being added to the Pilot.
---------------------------------------------------------------------------
\7\ For instance, as of August 12, 2009, the near term at-the-
money call in GOOG (August 460 Calls) was trading at $6.50 with the
underlying at $459.84. The lowest strike price September call
trading below $3 (with the underlying at the same price) was the
September 500 Call.
\8\ Regarding strike price increments for non-index options, see
Chapter IV, Section 6(d). Regarding strike price increments for
index options, see Chapter XIV, Section 11(c).
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Phased Implementation
The Exchange proposes to phase-in the additional classes to the
Pilot Program over four successive quarters. Specifically, the Exchange
proposes to add 75 classes in November 2009, February 2010, May 2010,
and August 2010. In order to reduce operational confusion and provide
for appropriate time to update databases, the Exchange proposes to add
the eligible issues to the Pilot Program effective for trading on the
Monday ten days after Expiration Friday. Thus, the quarterly additions
would be effective on November 2, 2009; February 1, 2010; May 3, 2010;
and August 2, 2010. For purposes of identifying the issues to be added
per quarter, the Exchange shall use data from the prior six calendar
months preceding the implementation month, except that the month
immediately preceding their addition to the Pilot Program would not be
utilized for purposes of the analysis.\9\
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\9\ The issues to be added on November 2, 2009, will be based on
the most actively traded multiply listed issues for the six month
period from April 1, 2009, through September 30, 2009. The issues to
be added on February 1, 2010, will be based on the most actively
traded multiply listed issues for the six month period from July 1,
2009, through December 31, 2009. The issues to be added on May 3,
2010, will be based on the most actively traded multiply listed
issues for the six month period from October 1, 2009, through March
31, 2010. And the issues to be added on August 2, 2010, will be
based on the most actively traded multiply listed issues for the six
month period from January 1, 2010, through June 30, 2010.
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Delistings
Additionally, the Exchange proposes that any Pilot Program issues
that have been delisted may be replaced on a semi-annual basis by the
next most actively traded multiply listed options classes that are not
yet included in the Pilot, based on trading activity in the previous
six months. The replacement issues would be added to the Pilot on the
second trading day following January 1, 2010, and July 1, 2010.\10\ The
Exchange will employ the same parameters in respect of prospective
replacement issues as approved and applicable under the Pilot Program,
including excluding high-priced underlying securities.
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\10\ The replacement issues will be announced to the Exchange's
membership via an OTA posted on the Exchange's Web site.
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Reports
The Exchange agrees to submit semi-annual reports to the Commission
that will include sample data and analysis of information collected
from April 1 through September 30, and from October 1 through March 31,
for each year, for the ten most active and twenty least active options
classes added to the Pilot Program.\11\ As the Pilot Program matures
and expands, the Exchange believes that this proposed sampling approach
provides an appropriate means by which to monitor and assess the Pilot
Program's impact. The Exchange will also identify, for comparison
purposes, a control group consisting of the ten least active options
classes from the existing 63 Pilot Program classes. This report will
include, but is not limited to: (1) Data and analysis on the number of
quotations generated for options included in the report; (2) an
assessment of the quotation spreads for the options included in the
report; (3) an assessment of the impact of the Pilot Program on the
capacity of NASDAQ's automated systems; (4) data reflecting the size
and depth of markets, and (5) any capacity problems or other problems
that arose related to the operation of the Pilot Program and how the
Exchange addressed them.
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\11\ The Exchange will continue to provide data concerning the
existing 63 Pilot Program classes.
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The Exchange believes the benefits to public customers and other
market participants who will be able to express their true prices to
buy and sell options have been demonstrated to outweigh the increase in
quote traffic.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \12\ in general, and furthers the objectives of Section
6(b)(5) of the Act \13\ in particular, in that it is designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable principles of trade, to foster cooperation and
coordination with persons engaged in facilitating transactions in
securities, and to remove impediments to and perfect the mechanisms of
a free and open market and a national market system. The Exchange
believes that the Pilot Program promotes just and equitable principles
of trade by enabling public customers and other market participants to
express their true prices to buy and sell options.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
Nasdaq does not believe that the proposed rule change will impose
any burden on competition that is 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
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \14\ and Rule 19b-4(f)(6) thereunder.\15\
Because the 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 prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act \16\ and Rule 19b-
4(f)(6)(iii) thereunder.\17\
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\14\ 15 U.S.C. 78s(b)(3)(A)(iii).
\15\ 17 CFR 240.19b-4(f)(6).
\16\ 15 U.S.C. 78s(b)(3)(A).
\17\ 17 CFR 240.19b-4(f)(6)(iii). In addition, Rule 19b-
4(f)(6)(iii) requires the Exchange to give the Commission written
notice of the Exchange's intent to file the proposed rule change
along with a brief description and the 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. The Exchange has satisfied this pre-filing requirement.
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[[Page 56684]]
A proposed rule change filed under Rule 19b-4(f)(6) normally does
not become operative prior to 30 days after the date of the filing.\18\
However, pursuant to Rule 19b-4(f)(6)(iii),\19\ the Commission may
designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposal
may become operative immediately upon filing. The Exchange notes that
the proposed rule change is substantially similar to a proposal
submitted by another options exchange that was recently approved by the
Commission and also incorporates a change to the initial expansion date
filed by the other exchange. The Exchange further states that waiving
the 30-day operative delay will allow the Pilot Program to continue
uninterrupted and allow Nasdaq to adopt the same expansion schedule as
other exchanges. For these reasons, the Commission designates the
proposal to be operative upon filing with the Commission.
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\18\ 17 CFR 240.19b-4(f)(6).
\19\ 17 CFR 240.19b-4(f)(6)(iii).
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The Commission believes waiving the 30-day operative delay \20\ is
consistent with the protection of investors and the public interest
because such waiver will allow Nasdaq to implement the 75 additional
classes on November 2, 2009 and permit the Pilot Program to continue
uninterrupted, consistent with other exchanges.\21\ For these reasons,
the Commission designates the proposal to be operative upon filing with
the Commission.
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\20\ For the 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.
78(c)(f).
\21\ See Securities Exchange Act Release Nos. 60711 (September
23, 2009), 74 FR 49419 (September 28, 2009) (SR-NYSEArca-2009-44);
and 60833 (October 16, 2009), 74 FR 54617 (October 22, 2009) (SR-
NYSEArca-2009-91).
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At any time within 60 days of the filing of the proposed rule
change, the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml ); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2009-091 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-2009-091. 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-2009-091 and should be
submitted on or before November 23, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
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\22\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-26253 Filed 10-30-09; 8:45 am]
BILLING CODE 8011-01-P