Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend BOX Trading Rules Chapters III and XIV, 68082-68084 [E9-30337]
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68082
Federal Register / Vol. 74, No. 244 / Tuesday, December 22, 2009 / Notices
concessions. The proposed title of
FINRA Rule 5160 would be ‘‘Disclosure
of Price and Concessions in Selling
Agreements.’’
FINRA will announce the
implementation date of the proposed
rule change in a Regulatory Notice to be
published no later than 90 days
following Commission approval.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,7 which
requires, among other things, that
FINRA rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest. FINRA believes that the
disclosures required by the proposed
rule are important in ensuring the
integrity of the public offering process.
In addition, the rule being adopted as
part of the Consolidated FINRA
Rulebook previously has been found to
meet the statutory requirements, and
FINRA believes this rule has since
proven effective in achieving the
statutory mandates.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
srobinson on DSKHWCL6B1PROD with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments were neither
solicited nor received.
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
7 15
U.S.C. 78o–3(b)(6).
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18:10 Dec 21, 2009
Jkt 220001
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
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–30335 Filed 12–21–09; 8:45 am]
BILLING CODE 8011–01–P
• 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–FINRA–2009–086 on the
subject line.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61169; File No. SR–BX–
2009–078]
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Amend BOX
Trading Rules Chapters III and XIV
December 15, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
All submissions should refer to File
notice is hereby given that on December
Number SR–FINRA–2009–086. This file
1, 2009, NASDAQ OMX BX, Inc. (the
number should be included on the
subject line if e-mail is used. To help the ‘‘Exchange’’) filed with the Securities
and Exchange Commission
Commission process and review your
(‘‘Commission’’) the proposed rule
comments more efficiently, please use
only one method. The Commission will change as described in Items I and II
post all comments on the Commission’s below, which Items have been prepared
by the self-regulatory organization. The
Internet Web site (https://www.sec.gov/
Exchange filed the proposed rule change
rules/sro.shtml). Copies of the
pursuant to Section 19(b)(3)(A) of the
submission8, all subsequent
Act,3 and Rule 19b–4(f)(6) thereunder,4
amendments, all written statements
which renders the proposal effective
with respect to the proposed rule
upon filing with the Commission. The
change that are filed with the
Commission is publishing this notice to
Commission, and all written
solicit comments on the proposed rule
communications relating to the
from interested persons.
proposed rule change between the
Commission and any person, other than I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
those .C. 552, will be available for
the Proposed Rule Change
inspection and copying in the
The Exchange proposes to add BOX
Commission’s Public Reference Room,
Trading Rules Chapter III, Section 8(e)
100 F Street, NE., Washington, DC
and Chapter XIV (Index Rules), Section
20549, on official business days
between the hours of 10 a.m. and 3 p.m. 7(c) (Exemptions from Position Limits)
Copies of the filing also will be available to allow Options Participants to rely
upon exemptions granted by other
for inspection and copying at the
principal office of FINRA. All comments exchanges; amend Chapter III, Section 9
received will be posted without change; (Exercise Limits) to clarify that exercise
limit exemption [sic] will apply to all
the Commission does not edit personal
Options Participants; and add Chapter
identifying information from
III, Section 10 (Reports Related to
submissions. You should submit only
Position Limits) to clarify how an
information that that may be withheld
Options Participant may aggregate its
from the public in accordance with the
long or short positions for purposes of
provisions of 5 U.S you wish to make
filing its reports of these limits with the
available publicly. All submissions
Exchange. The text of the proposed rule
should refer to File Number SR–FINRA– change is available from the principal
2009–086 and should be submitted on
office of the Exchange, at the
or before January 12, 2010.
Commission’s Public Reference Room
and also on the Exchange’s Internet Web
9 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
1 15
8 The text of the proposed rule change is available
on the Commission’s Web site at https://
www.sec.gov/.
PO 00000
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Fmt 4703
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Federal Register / Vol. 74, No. 244 / Tuesday, December 22, 2009 / Notices
site at https://
nasdaqomxbx.cchwallstreet.com/
NASDAQOMXBX/Filings/.
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 these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization 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
srobinson on DSKHWCL6B1PROD with NOTICES
Exercise Limit Exemptions
The Exchange proposes to modify
Chapter III, Section 9 (Exercise Limits)
to change ‘‘Market Maker’’ to ‘‘Options
Participant’’, in order to provide that all
Options Participants may utilize
applicable exemptions granted under
Section 8 regarding an Exercise Limit.
Other exchanges, such as the
International Securities Exchange
(‘‘ISE’’), allow all members to utilize
approved exempted position limit [sic]
in calculating an option’s exercise
limits.5
Exemptions Granted by Other
Exchanges
As proposed, Chapter III, Section 8
and Chapter XIV, Section 7, will allow
Options Participants to rely upon
exemptions granted by other exchanges.
Specifically, proposed Chapter III,
Section 8(e) and proposed Chapter XIV,
Section 7(c) would provide that an
Options Participant may rely upon any
available exemptions from applicable
position limits that are granted by
another options exchange for any
options contract traded on the
Exchange, provided that the Options
Participant provides the Exchange either
with a copy of any written exemption
issued by another options exchange or
with a written description of any
exemption issued by another options
exchange that is not in writing, where
such description contains sufficient
5 See
Securities Exchange Act Release No. 34–
60500 (August 13, 2009), 74 FR 42345 (August 21,
2009) (SR–ISE–2009–62); See also Chicago Board
Options Exchange (‘‘CBOE’’) Rule 4.12, NYSEAmex,
LLC (‘‘AMEX’’) Rule 905(a).
VerDate Nov<24>2008
18:01 Dec 21, 2009
Jkt 220001
detail for BOXR staff to verify the
validity of that exemption with the
issuing options exchange. In addition,
the Options Participant must fulfill all
conditions precedent for such
exemption and comply at all times with
the requirements of such exemption
with respect to the Options Participant’s
trading on BOX. This proposed change
is based on Chapter III, Section 8 and
Chapter XIV Section 8 of Options Rules
of the NASDAQ Stock Market, LLC
(‘‘NOM’’) and recently filed proposals
by NYSE ARCA, Inc. (‘‘ARCA’’) and
NYSEAmex which were effective upon
filing.6
The Exchange notes that position
limits are similar across options
exchanges. Because Options
Participants frequently have
membership and/or trading privileges
on other exchanges, it is important that
ad hoc position limit exemptions
granted by other options exchanges
(‘‘exemption grants’’) are available to
Options Participants to the extent that
such exemption grants are reduced to
writing and verifiable by BOXR staff
pursuant to the proposed changes to
Chapter III Section 8(e) and Chapter
XIV, Section 7(c). The proposed rule
change does not give the Exchange the
ability to expand the exemption grants
but only to recognize the exemption so
that the position limit process would be
the same across the exchanges.
The Exchange believes that by adding
uniformity and predictability to the
position limit process, the proposed rule
change should be beneficial to the
Exchange, its Options Participants, and
their customers. Moreover, the proposed
rule change should promote
competition by allowing trades across
options exchanges that are similar with
respect to position limits.7
Reports Related to Position Limits
As proposed, Supplementary Material
.01 to Chapter III, Section 10, will
specify that when calculating an
aggregate long or short position in
options, Options Participants need to
combine (i) long positions in put
options with short positions in call
options, and (ii) short positions in put
options with long positions in call
options.
6 See Securities Exchange Act Release No. 34–
61033 (November 19, 2009), 74 FR 62614
(November 30, 2009) (SR–NYSEArca–2009–100);
Securities Exchange Act Release No. 34–61034
(November 19, 2009), 74 FR 62625 (November 30,
2009) (SR–NYSEAmex–2009–80).
7 The Exchange notes that all reporting
requirements pursuant to Chapter III, Section 10
(Reports Related to Position Limits) remain in force.
PO 00000
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68083
2. Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the Act,8
in general, and Section 6(b)(5) of the
Act,9 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, 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 proposed rule
change will promote consistency
between the BOX Rules and those of
other options exchanges with respect to
position limit and exercise limit
procedures.
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
The Exchange has neither solicited
nor received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
This proposed rule change does not
significantly affect the protection of
investors or the public interest, does not
impose any significant burden on
competition, and, by its terms, does not
become operative for 30 days after the
date of the filing, or such shorter time
as the Commission may designate if
consistent with the protection of
investors and the public interest. As
such, the Exchange requests that the
Commission waive the 30-day operative
delay period for ‘‘non-controversial’’
proposals and make the proposed rule
change effective and operative upon
filing.10 The proposed rule change is
based upon the rules of other options
exchanges, and as such is not in any
way novel or controversial. The
Commission believes that waiving the
8 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
10 As required under Rule 19b–4(f)(6)(iii), the
Exchange provided the Commission with written
notice of its intent to file the proposed rule change
at least five business days before doing so.
9 15
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68084
Federal Register / Vol. 74, No. 244 / Tuesday, December 22, 2009 / Notices
30-day operative delay is consistent
with the protection of investors and the
public interest because such waiver will
bring uniformity and predictability to
the position limit process. Accordingly,
the Commission hereby grants the
Exchange’s request and designates the
proposal operative upon filing.11
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:
srobinson on DSKHWCL6B1PROD with NOTICES
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–BX–2009–078 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–BX–2009–078. 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,12 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
11 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. 78c(f).
12 The text of the proposed rule change is
available on the Commission’s Web site at https://
www.sec.gov/.
VerDate Nov<24>2008
18:01 Dec 21, 2009
Jkt 220001
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, on business days between the
hours of 10 a.m. and 3 p.m., located at
100 F Street, NE., Washington, DC
20549. 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
Number SR–BX–2009–078 and should
be submitted on or before January 12,
2010.
(Trading Ahead of Customer Limit
Order) and NASD Rule 2111 (Trading
Ahead of Customer Market Orders) with
significant changes in the Consolidated
FINRA Rulebook as new FINRA Rule
5320 (Prohibition Against Trading
Ahead of Customer Orders).
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, on the
Commission’s Web site at https://
www.sec.gov, at the principal office of
FINRA, and at the Commission’s Public
Reference Room.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–30337 Filed 12–21–09; 8:45 am]
In its filing with the Commission,
FINRA 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. FINRA has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61168; File No. SR–FINRA–
2009–090]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Proposed Rule Change Relating To
Adopt FINRA Rule 5320 (Prohibition
Against Trading Ahead of Customer
Orders) in the Consolidated FINRA
Rulebook
December 15, 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 December
10, 2009, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) (f/k/a
National Association of Securities
Dealers, Inc. (‘‘NASD’’)) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III below, which Items have been
prepared by FINRA. 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
FINRA is proposing to adopt NASD
Interpretive Material (IM) 2110–2
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Fmt 4703
Sfmt 4703
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
As part of the process of developing
a new consolidated rulebook
(‘‘Consolidated FINRA Rulebook’’),3
FINRA is proposing to adopt NASD IM–
2110–2 (Trading Ahead of Customer
Limit Order) and NASD Rule 2111
(Trading Ahead of Customer Market
Orders) with significant changes in the
Consolidated FINRA Rulebook as new
FINRA Rule 5320 (Prohibition Against
Trading Ahead of Customer Orders).
Background
IM–2110–2 generally prohibits a
member from trading for its own
account in an NMS stock, as defined in
Rule 600(b)(47) of SEC Regulation NMS,
or an OTC equity security (e.g., OTCBB
and pink sheets securities) at a price
3 The current FINRA rulebook consists of (1)
FINRA Rules; (2) NASD Rules; and (3) rules
incorporated from NYSE (‘‘Incorporated NYSE
Rules’’) (together, the NASD Rules and Incorporated
NYSE Rules are referred to as the ‘‘Transitional
Rulebook’’). While the NASD Rules generally apply
to all FINRA members, the Incorporated NYSE
Rules apply only to those members of FINRA that
are also members of the NYSE (‘‘Dual Members’’).
The FINRA Rules apply to all FINRA members,
unless such rules have a more limited application
by their terms. For more information about the
rulebook consolidation process, see Information
Notice, March 12, 2008 (Rulebook Consolidation
Process).
E:\FR\FM\22DEN1.SGM
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Agencies
[Federal Register Volume 74, Number 244 (Tuesday, December 22, 2009)]
[Notices]
[Pages 68082-68084]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-30337]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61169; File No. SR-BX-2009-078]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Amend BOX
Trading Rules Chapters III and XIV
December 15, 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 December 1, 2009, NASDAQ OMX BX, Inc. (the ``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 self-regulatory organization. The Exchange filed the
proposed rule change pursuant to Section 19(b)(3)(A) of the Act,\3\ and
Rule 19b-4(f)(6) thereunder,\4\ which renders the proposal effective
upon filing with the Commission. The Commission is publishing this
notice to solicit comments on the proposed rule from interested
persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to add BOX Trading Rules Chapter III, Section
8(e) and Chapter XIV (Index Rules), Section 7(c) (Exemptions from
Position Limits) to allow Options Participants to rely upon exemptions
granted by other exchanges; amend Chapter III, Section 9 (Exercise
Limits) to clarify that exercise limit exemption [sic] will apply to
all Options Participants; and add Chapter III, Section 10 (Reports
Related to Position Limits) to clarify how an Options Participant may
aggregate its long or short positions for purposes of filing its
reports of these limits with the Exchange. The text of the proposed
rule change is available from the principal office of the Exchange, at
the Commission's Public Reference Room and also on the Exchange's
Internet Web
[[Page 68083]]
site at https://nasdaqomxbx.cchwallstreet.com/NASDAQOMXBX/Filings/.
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 these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
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
Exercise Limit Exemptions
The Exchange proposes to modify Chapter III, Section 9 (Exercise
Limits) to change ``Market Maker'' to ``Options Participant'', in order
to provide that all Options Participants may utilize applicable
exemptions granted under Section 8 regarding an Exercise Limit. Other
exchanges, such as the International Securities Exchange (``ISE''),
allow all members to utilize approved exempted position limit [sic] in
calculating an option's exercise limits.\5\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 34-60500 (August 13,
2009), 74 FR 42345 (August 21, 2009) (SR-ISE-2009-62); See also
Chicago Board Options Exchange (``CBOE'') Rule 4.12, NYSEAmex, LLC
(``AMEX'') Rule 905(a).
---------------------------------------------------------------------------
Exemptions Granted by Other Exchanges
As proposed, Chapter III, Section 8 and Chapter XIV, Section 7,
will allow Options Participants to rely upon exemptions granted by
other exchanges. Specifically, proposed Chapter III, Section 8(e) and
proposed Chapter XIV, Section 7(c) would provide that an Options
Participant may rely upon any available exemptions from applicable
position limits that are granted by another options exchange for any
options contract traded on the Exchange, provided that the Options
Participant provides the Exchange either with a copy of any written
exemption issued by another options exchange or with a written
description of any exemption issued by another options exchange that is
not in writing, where such description contains sufficient detail for
BOXR staff to verify the validity of that exemption with the issuing
options exchange. In addition, the Options Participant must fulfill all
conditions precedent for such exemption and comply at all times with
the requirements of such exemption with respect to the Options
Participant's trading on BOX. This proposed change is based on Chapter
III, Section 8 and Chapter XIV Section 8 of Options Rules of the NASDAQ
Stock Market, LLC (``NOM'') and recently filed proposals by NYSE ARCA,
Inc. (``ARCA'') and NYSEAmex which were effective upon filing.\6\
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 34-61033 (November
19, 2009), 74 FR 62614 (November 30, 2009) (SR-NYSEArca-2009-100);
Securities Exchange Act Release No. 34-61034 (November 19, 2009), 74
FR 62625 (November 30, 2009) (SR-NYSEAmex-2009-80).
---------------------------------------------------------------------------
The Exchange notes that position limits are similar across options
exchanges. Because Options Participants frequently have membership and/
or trading privileges on other exchanges, it is important that ad hoc
position limit exemptions granted by other options exchanges
(``exemption grants'') are available to Options Participants to the
extent that such exemption grants are reduced to writing and verifiable
by BOXR staff pursuant to the proposed changes to Chapter III Section
8(e) and Chapter XIV, Section 7(c). The proposed rule change does not
give the Exchange the ability to expand the exemption grants but only
to recognize the exemption so that the position limit process would be
the same across the exchanges.
The Exchange believes that by adding uniformity and predictability
to the position limit process, the proposed rule change should be
beneficial to the Exchange, its Options Participants, and their
customers. Moreover, the proposed rule change should promote
competition by allowing trades across options exchanges that are
similar with respect to position limits.\7\
---------------------------------------------------------------------------
\7\ The Exchange notes that all reporting requirements pursuant
to Chapter III, Section 10 (Reports Related to Position Limits)
remain in force.
---------------------------------------------------------------------------
Reports Related to Position Limits
As proposed, Supplementary Material .01 to Chapter III, Section 10,
will specify that when calculating an aggregate long or short position
in options, Options Participants need to combine (i) long positions in
put options with short positions in call options, and (ii) short
positions in put options with long positions in call options.
2. Basis
The Exchange believes that the proposal is consistent with the
requirements of Section 6(b) of the Act,\8\ in general, and Section
6(b)(5) of the Act,\9\ 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, 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 proposed rule change will
promote consistency between the BOX Rules and those of other options
exchanges with respect to position limit and exercise limit procedures.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78f(b).
\9\ 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
The Exchange has neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
This proposed rule change does not significantly affect the
protection of investors or the public interest, does not impose any
significant burden on competition, and, by its terms, does not become
operative for 30 days after the date of the filing, or such shorter
time as the Commission may designate if consistent with the protection
of investors and the public interest. As such, the Exchange requests
that the Commission waive the 30-day operative delay period for ``non-
controversial'' proposals and make the proposed rule change effective
and operative upon filing.\10\ The proposed rule change is based upon
the rules of other options exchanges, and as such is not in any way
novel or controversial. The Commission believes that waiving the
[[Page 68084]]
30-day operative delay is consistent with the protection of investors
and the public interest because such waiver will bring uniformity and
predictability to the position limit process. Accordingly, the
Commission hereby grants the Exchange's request and designates the
proposal operative upon filing.\11\
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\10\ As required under Rule 19b-4(f)(6)(iii), the Exchange
provided the Commission with written notice of its intent to file
the proposed rule change at least five business days before doing
so.
\11\ 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. 78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-BX-2009-078 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-BX-2009-078. 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,\12\ 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, on business days
between the hours of 10 a.m. and 3 p.m., located at 100 F Street, NE.,
Washington, DC 20549. 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 Number SR-BX-2009-078 and should be
submitted on or before January 12, 2010.
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\12\ The text of the proposed rule change is available on the
Commission's Web site at https://www.sec.gov/.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-30337 Filed 12-21-09; 8:45 am]
BILLING CODE 8011-01-P