Self-Regulatory Organizations; NASDAQ OMX PHLX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Codify Certain Provisions of the Options Listing Procedures Plan Into Phlx's Rules, 68646-68648 [E9-30600]
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68646
Federal Register / Vol. 74, No. 247 / Monday, December 28, 2009 / Notices
No. SR–BX–2009–079 on the subject
line.
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
[Release No. 34–61202; File No. SR–Phlx–
2009–103]
• 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 No.
SR–BX–2009–079. 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,9 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 BX. 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–BX–2009–
079 and should be submitted on or
before January 19, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–30599 Filed 12–24–09; 8:45 am]
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BILLING CODE 8011–01–P
9 The text of the proposed rule change is available
on the Commission’s Web site at https://
www.sec.gov.
10 17 CFR 200.30–3(a)(12).
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Self-Regulatory Organizations;
NASDAQ OMX PHLX, Inc.; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Codify
Certain Provisions of the Options
Listing Procedures Plan Into Phlx’s
Rules
December 18, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 2 thereunder,
notice is hereby given that on December
7, 2009, NASDAQ OMX PHLX, Inc.
(‘‘Phlx’’ or ‘‘Exchange’’) 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 the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing with the
Commission a proposal to amend its
Rule 1012 (Series of Options Open for
Trading) by adding Commentary .10 to
apply uniform objective standards to the
range of options series exercise (or
strike) prices available for trading on the
Exchange. The Exchange is also
amending Options Floor Procedure
Advice F–22 (Intra-Day Addition of
Strike Prices) (‘‘OFPA’’ or ‘‘Advice’’) to
add a cross-reference to Commentary .10
to Rule 1012.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxphlx.cchwallstreet.com/
NASDAQOMXPHLX/Filings/, at the
principal office of the Exchange, 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
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00081
Fmt 4703
Sfmt 4703
Exchange 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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposal is to
implement in Phlx rules, specifically
Commentary .10 to Rule 1012, changes
that were recently made to the Plan for
the Purpose of Developing and
Implementing Procedures Designated to
Facilitate the Listing and Trading of
Standardized Options Submitted
Pursuant to Section 11A(a)(3)(B) of the
Securities Exchange Act of 1934, also
known as the Options Listing
Procedures Plan (‘‘OLPP’’), in
Amendment No. 3 thereto.3; and to
cross-reference Commentary .10 to Rule
1012 in OFPA F–22. The proposed rule
change in Commentary .10 incorporates
uniform objective standards to the range
of options series exercise (or strike)
prices available for trading on the
Exchange, as a quote mitigation strategy
intended to reduce the overall number
of option series available for trading,
which will in turn lessen the rate of
increase in quote traffic (‘‘range
limitations’’ or ‘‘range limitation
strategy’’).4
Rule 1012 currently indicates what
series of option contracts may be open
for trading after a particular class of
options has been approved for trading
on the Exchange. This proposal adds
Commentary .10 to Rule 1012 that
applies certain ‘‘range limitations’’ to
3 See Securities Exchange Act Release No. 60531
(August 19, 2009), 74 FR 43173 (August 26,
2009)(order approving Amendment No. 3 to the
OLPP, which would apply uniform objective
standards to the range of options series exercise or
strike prices available for trading on exchanges that
are sponsors of OLPP). The sponsors of OLPP
include Phlx, Chicago Board Options Exchange,
Incorporated; International Stock Exchange LLC;
NASDAQ OMX BX, Inc.; The NASDAQ Stock
Market LLC; NYSE Amex, LLC; and NYSE Arca,
Inc. (together known as the ‘‘Plan Sponsor
Exchanges’’). The OLPP is a national market system
plan that, among other things, sets forth procedures
governing the listing of new options series and
replaces and supersedes the Joint-Exchange Options
Plan (‘‘JEOP’’). See Securities Exchange Act Release
No. 44521 (July 6, 2009), 66 FR 36809 (July 13,
2001)(order approving OLPP). See also Securities
Exchange Act Release No. 29698 (September 17,
1991), 56 FR 48954 (September 25, 1991)(order
approving JEOP).
4 The Exchange expects that other Plan Sponsor
Exchanges will file similar rule change proposals
implementing range limitations in their rules to
mitigate quotes. See, for example, Securities
Exchange Act Release No. 60995 (November 13,
2009), 74 FR 60008 (November 19, 2009)(SR–
CBOE–2009–084)(notice of filing and immediate
effectiveness).
E:\FR\FM\28DEN1.SGM
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the addition of new series for options
classes overlying equity securities,
Exchange Traded Fund Shares (‘‘ETFs’’),
or Trust Issued Receipts (‘‘TIRs’’).
As proposed in Commentary .10, if
the price of the underlying security is
less than or equal to $20, the Exchange
would not list new option series with an
exercise price more than 100 percent
above or below the price of the
underlying security.5 If the price of the
underlying security is greater than $20,
the Exchange would not list new option
series with an exercise price more than
50 percent above or below the price of
the underlying security. The proposal
provides for an objective basis upon
which the underlying prices for the
price range limitations described above
shall be determined, specifically in
regard to intra-day add-on series and
next-day series additions, new
expiration months and for option series
to be added as a result of pre-market
trading.
The proposal also allows the
Exchange to designate up to five
underlying securities to which, instead
of the aforementioned 50 percent
restriction, a 100 percent restriction
would apply. These designations would
be made on an annual basis and cannot
be removed during the calendar year
unless the option class is delisted by the
Exchange, in which case the Exchange
may designate another class to replace
the delisted class. If a designated class
is delisted by the Exchange but
continues to trade on at least one other
exchange, any additional series for the
class which are added from that point
forward would again be subject to the
proposed exercise price range
limitations, unless the class is
subsequently designated by another
exchange. The proposal also provides a
procedure for the Exchange to request,
if conditions warrant, additional caseby-case exceptions even when it has
already so designated five underlying
securities.
In addition, the Exchange may
request, on a case-by-case basis, an
exemption when it desires to list a
series from the 100 percent range
limitation. This procedure would enable
the Exchange to list options series with
strike prices that are more than 100
percent above or below the price of an
underlying security, if unanimously
agreed upon by all exchanges that list
options overlying the security.6
5 This restriction would not prohibit the listing of
at least three options series per expiration month
in an option class.
6 Application of any of the aforementioned
exceptions and/or exemptions to the strike price
range limitations for an underlying security would
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The Exchange notes that the proposal
would not restrict its ability to list
options series in two situations. First,
the Exchange would not be restricted
from listing options series that have
been properly listed by another
exchange. And second, the proposal
expressly eliminates the applicability of
range limitations with regard to the
listing of $1 strike prices in option
classes participating in the $1 Strike
Program, and the listing of series of
FLEX options.7
The Exchange believes that the
proposed rule change implementing
range limitation strategies for equity,
ETF, and TIR options should be
beneficial in reducing quote traffic on
the Exchange and in the options
industry.8
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 9 in general, and furthers the
objectives of Section 6(b)(5) of the Act 10
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 codifying certain
range limitation provisions of the OLPP,
as amended, serves to foster investor
protection.
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 that is not
necessary or appropriate in furtherance
of the purposes of the Act.
be available to all exchanges listing options on such
security.
7 For the $1 Strike Program, see Commentary .05
to Rule 1012. For FLEX Options, see Rule 1079.
8 The Exchange’s belief regarding reduction of
quote traffic in the options industry is based, as
discussed previously, on the expectation that other
options exchanges will file similar rule change
proposals. According to a recent study, if all
options exchanges implement range limitations of
the type proposed herein, the options industry
would expect an approximate four percent
reduction in the number of series traded, with only
a nominal reduction in trading volume. See
Securities Exchange Act Release No. 60531 (August
19, 2009), 74 FR 43173 (August 26, 2009) (order
approving Amendment No. 3 to the OLPP).
9 15 U.S.C. 78f(b).
10 15 U.S.C. 78f(b)(5).
PO 00000
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68647
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 believes that the
foregoing proposed rule change may
take effect upon filing with the
Commission pursuant to Section
19(b)(3)(A) 11 of the Act and Rule 19b–
4(f)(6)(iii) thereunder 12 because the
foregoing proposed rule change does
not: (i) Significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative prior to 30 days from the date
on which it was filed, or such shorter
time as the Commission may
designate.13
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 rulecomments@sec.gov. Please include File
Number SR–Phlx–2009–103 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.
11 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6)(iii).
13 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 the pre-filing requirement.
12 17
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68648
Federal Register / Vol. 74, No. 247 / Monday, December 28, 2009 / Notices
All submissions should refer to File
Number SR–Phlx–2009–103. 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 self-regulatory
organization. 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–Phlx–
2009–103 and should be submitted on
or before January 19, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–30600 Filed 12–24–09; 8:45 am]
erowe on DSK5CLS3C1PROD with NOTICES
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61189; File No. SR–FINRA–
2009–089]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Proposed FINRA Rule 6490
(Processing of Company-Related
Actions), To Clarify the Scope of
FINRA’s Authority When Processing
Documents Related to Announcements
for Company-Related Actions for NonExchange Listed Securities and To
Implement Fees for Such Services
December 17, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
7, 2009, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) 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
proposed FINRA Rule 6490 (Processing
of Company-Related Actions), to clarify
the scope of FINRA’s regulatory
authority and discretionary power when
processing documents related to
announcements for company-related
actions for non-exchange listed equity
and debt securities and to implement
fees for such services.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA, on the Commission’s
Web site at https://www.sec.gov, 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,
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
1 15
14 17
CFR 200.30–3(a)(12).
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11:00 Dec 24, 2009
2 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00083
Fmt 4703
Sfmt 4703
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
FINRA is proposing to: (1) Adopt
FINRA Rule 6490 (Processing of
Company-Related Actions) to clarify the
scope of FINRA’s regulatory authority
and discretionary power when
processing documents related to
announcements for company-related
actions for non-exchange listed equity
and debt securities; and (2) implement
fees for such services.
FINRA’s Current Role in the OTC
Market
FINRA performs several critical
functions with respect to the over-thecounter (OTC) market, including the
operation of the OTC Bulletin Board
(OTCBB), which provides a mechanism
for FINRA members to quote certain
SEC-registered OTC equity securities,
and the OTC Reporting Facility (ORF),
which provides a mechanism for FINRA
members to trade report, for both
regulatory and dissemination purposes,
transactions in OTC equity securities.
In addition to these functions, FINRA
performs other more limited functions
relating to the processing of nonexchange listed issuer company actions
in the OTC market. Specifically, in
furtherance of FINRA’s obligations to
foster cooperation and coordination of
the clearing, settling and processing of
transactions in equity and debt
securities of issuers with a class of
publicly traded, non-exchange listed
securities, FINRA reviews and processes
documents related to announcements
for company-related actions pursuant to
Rule 10b–17 (Untimely Announcements
of Record Dates) of the Act (‘‘SEA Rule
10b–17’’).
OTC issuers provide notice to FINRA
to affect a full range of company-related
actions pursuant to SEA Rule 10b–17,
including dividends or other
distributions in cash or kind, stock
splits or reverse stock splits, or rights or
other subscriptions offerings (‘‘SEA Rule
10b–17 Actions’’). In addition, FINRA
processes documents related to other
company actions, including the
issuance or change to a trading symbol
or company name, mergers, acquisition,
dissolutions or other company control
transactions, bankruptcy or liquidations
(‘‘Other Company-Related Actions’’; and
together with SEA Rule 10b–17 Actions,
collectively referred to hereinafter as
E:\FR\FM\28DEN1.SGM
28DEN1
Agencies
[Federal Register Volume 74, Number 247 (Monday, December 28, 2009)]
[Notices]
[Pages 68646-68648]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-30600]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61202; File No. SR-Phlx-2009-103]
Self-Regulatory Organizations; NASDAQ OMX PHLX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Codify
Certain Provisions of the Options Listing Procedures Plan Into Phlx's
Rules
December 18, 2009.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 \2\ thereunder, notice is hereby given
that on December 7, 2009, NASDAQ OMX PHLX, Inc. (``Phlx'' or
``Exchange'') 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 the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is filing with the Commission a proposal to amend its
Rule 1012 (Series of Options Open for Trading) by adding Commentary .10
to apply uniform objective standards to the range of options series
exercise (or strike) prices available for trading on the Exchange. The
Exchange is also amending Options Floor Procedure Advice F-22 (Intra-
Day Addition of Strike Prices) (``OFPA'' or ``Advice'') to add a cross-
reference to Commentary .10 to Rule 1012.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxphlx.cchwallstreet.com/NASDAQOMXPHLX/Filings/, at the principal office of the Exchange, 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 Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set 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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposal is to implement in Phlx rules,
specifically Commentary .10 to Rule 1012, changes that were recently
made to the Plan for the Purpose of Developing and Implementing
Procedures Designated to Facilitate the Listing and Trading of
Standardized Options Submitted Pursuant to Section 11A(a)(3)(B) of the
Securities Exchange Act of 1934, also known as the Options Listing
Procedures Plan (``OLPP''), in Amendment No. 3 thereto.\3\; and to
cross-reference Commentary .10 to Rule 1012 in OFPA F-22. The proposed
rule change in Commentary .10 incorporates uniform objective standards
to the range of options series exercise (or strike) prices available
for trading on the Exchange, as a quote mitigation strategy intended to
reduce the overall number of option series available for trading, which
will in turn lessen the rate of increase in quote traffic (``range
limitations'' or ``range limitation strategy'').\4\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 60531 (August 19,
2009), 74 FR 43173 (August 26, 2009)(order approving Amendment No. 3
to the OLPP, which would apply uniform objective standards to the
range of options series exercise or strike prices available for
trading on exchanges that are sponsors of OLPP). The sponsors of
OLPP include Phlx, Chicago Board Options Exchange, Incorporated;
International Stock Exchange LLC; NASDAQ OMX BX, Inc.; The NASDAQ
Stock Market LLC; NYSE Amex, LLC; and NYSE Arca, Inc. (together
known as the ``Plan Sponsor Exchanges''). The OLPP is a national
market system plan that, among other things, sets forth procedures
governing the listing of new options series and replaces and
supersedes the Joint-Exchange Options Plan (``JEOP''). See
Securities Exchange Act Release No. 44521 (July 6, 2009), 66 FR
36809 (July 13, 2001)(order approving OLPP). See also Securities
Exchange Act Release No. 29698 (September 17, 1991), 56 FR 48954
(September 25, 1991)(order approving JEOP).
\4\ The Exchange expects that other Plan Sponsor Exchanges will
file similar rule change proposals implementing range limitations in
their rules to mitigate quotes. See, for example, Securities
Exchange Act Release No. 60995 (November 13, 2009), 74 FR 60008
(November 19, 2009)(SR-CBOE-2009-084)(notice of filing and immediate
effectiveness).
---------------------------------------------------------------------------
Rule 1012 currently indicates what series of option contracts may
be open for trading after a particular class of options has been
approved for trading on the Exchange. This proposal adds Commentary .10
to Rule 1012 that applies certain ``range limitations'' to
[[Page 68647]]
the addition of new series for options classes overlying equity
securities, Exchange Traded Fund Shares (``ETFs''), or Trust Issued
Receipts (``TIRs'').
As proposed in Commentary .10, if the price of the underlying
security is less than or equal to $20, the Exchange would not list new
option series with an exercise price more than 100 percent above or
below the price of the underlying security.\5\ If the price of the
underlying security is greater than $20, the Exchange would not list
new option series with an exercise price more than 50 percent above or
below the price of the underlying security. The proposal provides for
an objective basis upon which the underlying prices for the price range
limitations described above shall be determined, specifically in regard
to intra-day add-on series and next-day series additions, new
expiration months and for option series to be added as a result of pre-
market trading.
---------------------------------------------------------------------------
\5\ This restriction would not prohibit the listing of at least
three options series per expiration month in an option class.
---------------------------------------------------------------------------
The proposal also allows the Exchange to designate up to five
underlying securities to which, instead of the aforementioned 50
percent restriction, a 100 percent restriction would apply. These
designations would be made on an annual basis and cannot be removed
during the calendar year unless the option class is delisted by the
Exchange, in which case the Exchange may designate another class to
replace the delisted class. If a designated class is delisted by the
Exchange but continues to trade on at least one other exchange, any
additional series for the class which are added from that point forward
would again be subject to the proposed exercise price range
limitations, unless the class is subsequently designated by another
exchange. The proposal also provides a procedure for the Exchange to
request, if conditions warrant, additional case-by-case exceptions even
when it has already so designated five underlying securities.
In addition, the Exchange may request, on a case-by-case basis, an
exemption when it desires to list a series from the 100 percent range
limitation. This procedure would enable the Exchange to list options
series with strike prices that are more than 100 percent above or below
the price of an underlying security, if unanimously agreed upon by all
exchanges that list options overlying the security.\6\
---------------------------------------------------------------------------
\6\ Application of any of the aforementioned exceptions and/or
exemptions to the strike price range limitations for an underlying
security would be available to all exchanges listing options on such
security.
---------------------------------------------------------------------------
The Exchange notes that the proposal would not restrict its ability
to list options series in two situations. First, the Exchange would not
be restricted from listing options series that have been properly
listed by another exchange. And second, the proposal expressly
eliminates the applicability of range limitations with regard to the
listing of $1 strike prices in option classes participating in the $1
Strike Program, and the listing of series of FLEX options.\7\
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\7\ For the $1 Strike Program, see Commentary .05 to Rule 1012.
For FLEX Options, see Rule 1079.
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The Exchange believes that the proposed rule change implementing
range limitation strategies for equity, ETF, and TIR options should be
beneficial in reducing quote traffic on the Exchange and in the options
industry.\8\
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\8\ The Exchange's belief regarding reduction of quote traffic
in the options industry is based, as discussed previously, on the
expectation that other options exchanges will file similar rule
change proposals. According to a recent study, if all options
exchanges implement range limitations of the type proposed herein,
the options industry would expect an approximate four percent
reduction in the number of series traded, with only a nominal
reduction in trading volume. See Securities Exchange Act Release No.
60531 (August 19, 2009), 74 FR 43173 (August 26, 2009) (order
approving Amendment No. 3 to the OLPP).
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \9\ in general, and furthers the objectives of Section
6(b)(5) of the Act \10\ 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 codifying certain range limitation provisions of the
OLPP, as amended, serves to foster investor protection.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(5).
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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 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 believes that the foregoing proposed rule change may
take effect upon filing with the Commission pursuant to Section
19(b)(3)(A) \11\ of the Act and Rule 19b-4(f)(6)(iii) thereunder \12\
because the foregoing proposed rule change does not: (i) Significantly
affect the protection of investors or the public interest; (ii) impose
any significant burden on competition; and (iii) become operative prior
to 30 days from the date on which it was filed, or such shorter time as
the Commission may designate.\13\
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(6)(iii).
\13\ 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 the pre-filing requirement.
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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-Phlx-2009-103 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.
[[Page 68648]]
All submissions should refer to File Number SR-Phlx-2009-103. 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 self-regulatory
organization. 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-
Phlx-2009-103 and should be submitted on or before January 19, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-30600 Filed 12-24-09; 8:45 am]
BILLING CODE 8011-01-P