Self-Regulatory Organizations; NASDAQ OMX PHLX, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to Certain Exchange Fees, 13187-13189 [2010-5910]
Download as PDF
Federal Register / Vol. 75, No. 52 / Thursday, March 18, 2010 / Notices
participant whose order or quote was
executed as part of the Phlx
disseminated Best Bid and/or Offer.
The Exchange also proposes to amend
the Fee Schedule to make technical
amendments such as changing the name
of the category of fees and other
clarifying amendments to make
reference to other fees, and to options
affected by these fees.
2. Statutory Basis
The Exchange believes that its
proposal to amend its Fee Schedule is
consistent with Section 6(b) of the Act 12
in general, and furthers the objectives of
Section 6(b)(4) of the Act 13 in
particular, in that it is an equitable
allocation of reasonable fees and other
charges among Exchange members. The
impact of the proposal upon the net fees
paid by a particular market participant
will depend on a number of variables,
including its monthly volumes, the
order types it uses, and the prices of its
quotes and orders (i.e., its propensity to
add or remove liquidity). The rate
increase to Firms for adding liquidity in
the various symbols including the
additional Symbols is the same rate that
is currently being assessed on BrokerDealers.
Accordingly, the Exchange also
believes that the addition of the options
to this portion of the Fee Schedule is
equitable in that it will apply to all
categories of participants in the same
manner.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were either
solicited or received.
sroberts on DSKD5P82C1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act 14 and
paragraph (f)(2) of Rule 19b–4 15
thereunder. At any time within 60 days
of the filing of the proposed rule change,
the Commission may summarily
12 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
14 15 U.S.C. 78s(b)(3)(A)(ii).
15 17 CFR 240.19b–4(f)(2).
13 15
VerDate Nov<24>2008
17:08 Mar 17, 2010
Jkt 220001
13187
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.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
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:
BILLING CODE 8011–01–P
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–2010–41 on the
subject line.
[FR Doc. 2010–5911 Filed 3–17–10; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61685; File No. SR–Phlx–
2010–39]
Self-Regulatory Organizations;
NASDAQ OMX PHLX, Inc.; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change Relating to
Certain Exchange Fees
March 10, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
Paper Comments
notice is hereby given that on March 1,
2010, NASDAQ OMX PHLX, Inc.
• Send paper comments in triplicate
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
to Secretary, Securities and Exchange
Commission, Station Place, 100 F Street, Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
NE., Washington, DC 20549–1090.
change as described in Items I, II and III
All submissions should refer to File
below, which Items have been prepared
Number SR–Phlx–2010–41. This file
by the Exchange. Phlx has designated
number should be included on the
subject line if e-mail is used. To help the this proposal as one establishing or
changing a member due, fee, or other
Commission process and review your
charge imposed under Section
comments more efficiently, please use
3
only one method. The Commission will 19(b)(3)(A)(ii) of the Act and Rule 19b–
4(f)(2) thereunder,4 which renders the
post all comments on the Commission’s
proposal effective upon filing with the
Internet Web site (https://www.sec.gov/
Commission. The Commission is
rules/sro.shtml). Copies of the
publishing this notice to solicit
submission, all subsequent
comments on the proposed rule change
amendments, all written statements
from interested persons.
with respect to the proposed rule
change that are filed with the
I. Self-Regulatory Organization’s
Commission, and all written
Statement of the Terms of Substance of
communications relating to the
the Proposed Rule Change
proposed rule change between the
The Exchange proposes to: (i) Increase
Commission and any person, other than
the options transaction charge for
those that may be withheld from the
Registered Options Traders (‘‘ROTs’’)
public in accordance with the
and Specialists to $.22; (ii) increase the
provisions of 5 U.S.C. 552, will be
Options Surcharge in options on the
available for Web site viewing and
Russell 2000® Index (the ‘‘Full Value
printing in the Commission’s Public
Russell Index’’ or ‘‘RUT’’), options on the
Reference Room, 100 F Street, NE.,
one-tenth value Russell 2000® Index 5
Washington, DC 20549, on official
business days between the hours of 10
16 17 CFR 200.30–3(a)(12).
a.m. and 3 p.m. Copies of such filing
1 15 U.S.C. 78s(b)(1).
also will be available for inspection and
2 17 CFR 240.19b–4.
copying at the principal office of the
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
Exchange. All comments received will
5 Russell 2000® is a trademark and service mark
be posted without change; the
of the Frank Russell Company, used under license.
Commission does not edit personal
Neither Frank Russell Company’s publication of the
identifying information from
Russell Indexes nor its licensing of its trademarks
submissions. You should submit only
for use in connection with securities or other
financial products derived from a Russell Index in
information that you wish to make
any way suggests or implies a representation or
publicly available. All submissions
opinion by Frank Russell Company as to the
should refer to File Number SR–Phlx–
attractiveness of investment in any securities or
2010–41 and should be submitted on or other financial products based upon or derived
Continued
before April 8, 2010.
PO 00000
Frm 00116
Fmt 4703
Sfmt 4703
E:\FR\FM\18MRN1.SGM
18MRN1
13188
Federal Register / Vol. 75, No. 52 / Thursday, March 18, 2010 / Notices
(the ‘‘Reduced Value Russell Index’’ or
‘‘RMN’’), options on the Nasdaq 100
Index 6 traded under the symbol NDX
(‘‘NDX’’) and options on the one-tenth
value of the Nasdaq 100 Index traded
under the symbol MNX (‘‘MNX’’) to $.15
for ROTs, Specialists, Firms and BrokerDealers; (iii) amend its Monthly Cap on
equity options transaction fees to
$650,000; (iv) amend the Firm Related
Equity Option Cap to $75,000; (v)
increase the U.S. Dollar-Settled Foreign
Currency Options transaction charges to
$.30 per contract; and (vi) increase the
Real-Time Risk Management Fee to
$.003 per contract.
While changes to the Exchange’s Fee
Schedule pursuant to this proposal are
effective upon filing, the Exchange has
designated this proposal to be operative
for trades settling on or after March 1,
2010.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqtrader.com/
micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, at the
Commission’s Public Reference Room
and on the Commission’s Web site at
https://www.sec.gov.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
sroberts on DSKD5P82C1PROD with NOTICES
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.
from any Russell Index. Frank Russell Company is
not the issuer of any such securities or other
financial products and makes no express or implied
warranties of merchantability or fitness for any
particular purpose with respect to any Russell
Index or any data included or reflected therein, nor
as to results to be obtained by any person or any
entity from the use of the Russell Index or any data
included or reflected therein.
6 NASDAQ(R), NASDAQ–100(R) and NASDAQ–
100 Index(R) are registered trademarks of The
NASDAQ OMX Group, Inc. (which with its
affiliates are the ‘‘Corporations’’) and are licensed for
use by NASDAQ OMX PHLX, Inc. in connection
with the trading of options products based on the
NASDAQ–100 Index(R). The options products have
not been passed on by the Corporations as to their
legality or suitability. The options products are not
issued, endorsed, sold, or promoted by the
Corporations. The Corporations make no warranties
and bear no liability with respect to the options
products.
VerDate Nov<24>2008
17:08 Mar 17, 2010
Jkt 220001
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
U.S. Dollar-Settled Foreign Currency
Option Fees
1. Purpose
Generally, the purpose of the
proposed rule change is to update the
Exchange’s Fee Schedule by amending
existing fees. The Exchange believes
that the increases are necessary for the
Exchange to remain competitive.
The Exchange proposes to increase
the Options Transaction Charge in U.S.
Dollar-Settled Foreign Currency Options
Fees for ROTs (on-floor), specialists and
Firms from $.24 to $.30.
Real-Time Risk Management Fee
Equity Options Fees
The Exchange proposes increasing the
options transaction charge for
Registered Options Traders (‘‘ROTs’’)
and specialists to $.22. Currently, the
Exchange assesses a per contract fee of
$.21 on ROTs (on-floor) and specialists.7
The Exchange also proposes amending
the Options Surcharge in RUT, RMN,
MNX and NDX to increase the current
fee of $.10 per contract to $.15 per
contract for ROTs (on-floor), specialists,
Firms and Broker-Dealers.
The Exchange proposes to decrease
the current Monthly Cap on equity
options transactions from $750,000 to
$650,000. The Monthly Cap is currently
applicable to ROTs 8 and specialists.9
The Exchange believes that by reducing
the Monthly Cap, a greater number of
members may benefit from the Monthly
Cap and the Exchange will attract
additional order flow.10
The Exchange also proposes to
decrease the Firm Related Equity Option
Cap from $85,000 to $75,000 per month.
The Exchange recently increased the
Firm Related Equity Option Cap.11
Similarly, the Exchange believes that by
reducing the Firm Related Equity
Option Cap additional members will
benefit from the cap.12
7 This
fee is subject to a Monthly Cap of $750,000.
ROT is a regular member or a foreign currency
options participant of the Exchange located on the
trading floor who has received permission from the
Exchange to trade in options for his own account.
9 This Monthly Cap is not applicable to electronic
trading in Standard and Poor’s Depositary Receipts/
SPDRs (‘‘SPY’’), PowerShares QQQ Trust
(‘‘QQQQ’’)®; Ishares Russell 2000 (‘‘IWM’’) and
Citigroup Inc. (‘‘C’’).
10 The Exchange recently amended the
calculation of the Monthly Cap by aggregating the
trading activity of separate ROTs and specialist
member organizations if there is at least 75%
common ownership between the member
organizations as reflected on each member
organizations’ Form BD, Schedule A. See Securities
Exchange Act Release N. 61558 (February 22, 2010)
(SR–Phlx–2010–16).
11 See SR–Phlx–2010–25.
12 This Firm Related Equity Option Cap is not
applicable to electronic trading in Standard and
Poor’s Depositary Receipts/SPDRs (‘‘SPY’’),
PowerShares QQQ Trust (‘‘QQQQ’’)®; Ishares
Russell 2000 (‘‘IWM’’) and Citigroup Inc. (‘‘C’’).
8A
PO 00000
Frm 00117
Fmt 4703
Sfmt 4703
The Exchange proposes to increase
the Real-Time Risk Management Fee to
$.003 per contract. The current fee is
$.0025 per contract. This fee is assessed
on members who receive information on
a real-time basis.
The proposed changes to the Fee
Schedule will be effective for
transactions settling on or after March 1,
2010.
2. Statutory Basis
The Exchange believes that its
proposal to amend its schedule of fees
is consistent with Section 6(b) of the
Act 13 in general, and furthers the
objectives of Section 6(b)(4) of the Act 14
in particular, in that it is an equitable
allocation of reasonable fees and other
charges among Exchange members. The
Exchange believes the increases to the
Equity Options Fees are equitable in
that ROTs, specialists, Firms and Broker
Dealers will be charged the same rate
with respect to the Options Surcharge.
The increase to the Options Transaction
Charge for ROTs and specialists is offset
by other amendments to reduce caps.
The Exchange believes that members
will benefit from the reduced Monthly
Cap and Firm Related Equity Option
Cap. The amendments to the U.S.
Dollar-Settled Foreign Currency Options
Fees are consistent for ROTs (on-floor),
Specialists and Firms. Also, the RealTime Risk Management fee will apply to
all members alike.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were either
solicited or received.
13 15
14 15
E:\FR\FM\18MRN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
18MRN1
Federal Register / Vol. 75, No. 52 / Thursday, March 18, 2010 / Notices
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act 15 and
paragraph (f)(2) of Rule 19b–4 16
thereunder. 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:
sroberts on DSKD5P82C1PROD 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–Phlx–2010–39 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, Station Place, 100 F Street,
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–Phlx–2010–39. 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 Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of 10
15 15
U.S.C. 78s(b)(3)(A)(ii).
16 17 CFR 240.19b–4(f)(2).
VerDate Nov<24>2008
17:08 Mar 17, 2010
Jkt 220001
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
publicly available. All submissions
should refer to File Number SR–Phlx–
2010–39 and should be submitted on or
before April 8, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–5910 Filed 3–17–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61684; File No. SR–Phlx2010–33]
Self-Regulatory Organizations;
NASDAQ OMX PHLX, Inc.; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change Relating to
Fees and Rebates for Adding and
Removing Liquidity
March 10, 2010.
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 February
26, 2010, NASDAQ OMX PHLX, Inc.
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
substantially by the Exchange. Phlx has
designated this proposal as one
establishing or changing a member due,
fee, or other charge imposed under
Section 19(b)(3)(A)(ii) of the Act 3 and
Rule 19b–4(f)(2) 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
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
Exchange’s Fee Schedule by adopting
per contract transaction fees for options
17 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)(ii).
4 17 CFR 240.19b–4(f)(2).
13189
overlying Standard and Poor’s
Depositary Receipts/SPDRs (‘‘SPY’’), 5
the PowerShares QQQ Trust
(‘‘QQQQ’’)®; Ishares Russell 2000
(‘‘IWM’’) and Citigroup Inc. (‘‘C’’). The
fees would apply to: (i) Transaction
sides that remove liquidity from the
Exchange’s disseminated market, and
(ii) Firm and broker-dealer quotes and
orders that are included in the
Exchange’s disseminated market.
Additionally, the Exchange proposes
to offer a transaction rebate to certain
liquidity providers, as described more
fully below.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqtrader.com/
micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, at the
Commission’s Public Reference Room,
and on the Commission’s Web site at
https://www.sec.gov.
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
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to increase liquidity and to
attract order flow in SPY, QQQQ, IWM
and C options on the Exchange.
Transaction Charges for Removing
Liquidity:
The Exchange proposes to assess a
per-contract transaction charge in SPY,
QQQQ, IWM and C options on five
different categories of market
participants that submit orders and/or
quotes that remove, or ‘‘take,’’ liquidity
from the Exchange. The per-contract
transaction charge would depend on the
category of market participant
submitting an order or quote to the
Exchange that removes liquidity.
The proposed amendments to the
Exchange’s Fee Schedule would break
1 15
PO 00000
Frm 00118
Fmt 4703
Sfmt 4703
5 SPY options are based on the SPDR exchangetraded fund (‘‘ETF’’), which is designed to track the
performance of the S&P 500 Index.
E:\FR\FM\18MRN1.SGM
18MRN1
Agencies
[Federal Register Volume 75, Number 52 (Thursday, March 18, 2010)]
[Notices]
[Pages 13187-13189]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-5910]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61685; File No. SR-Phlx-2010-39]
Self-Regulatory Organizations; NASDAQ OMX PHLX, Inc.; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change Relating
to Certain Exchange Fees
March 10, 2010.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on March 1, 2010, NASDAQ OMX PHLX, Inc. (``Phlx'' or ``Exchange'')
filed with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I, II and III below, which
Items have been prepared by the Exchange. Phlx has designated this
proposal as one establishing or changing a member due, fee, or other
charge imposed under Section 19(b)(3)(A)(ii) of the Act \3\ and Rule
19b-4(f)(2) 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 change 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)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to: (i) Increase the options transaction
charge for Registered Options Traders (``ROTs'') and Specialists to
$.22; (ii) increase the Options Surcharge in options on the Russell
2000[reg] Index (the ``Full Value Russell Index'' or ``RUT''), options
on the one-tenth value Russell 2000[reg] Index \5\
[[Page 13188]]
(the ``Reduced Value Russell Index'' or ``RMN''), options on the Nasdaq
100 Index \6\ traded under the symbol NDX (``NDX'') and options on the
one-tenth value of the Nasdaq 100 Index traded under the symbol MNX
(``MNX'') to $.15 for ROTs, Specialists, Firms and Broker-Dealers;
(iii) amend its Monthly Cap on equity options transaction fees to
$650,000; (iv) amend the Firm Related Equity Option Cap to $75,000; (v)
increase the U.S. Dollar-Settled Foreign Currency Options transaction
charges to $.30 per contract; and (vi) increase the Real-Time Risk
Management Fee to $.003 per contract.
---------------------------------------------------------------------------
\5\ Russell 2000[supreg] is a trademark and service mark of the
Frank Russell Company, used under license. Neither Frank Russell
Company's publication of the Russell Indexes nor its licensing of
its trademarks for use in connection with securities or other
financial products derived from a Russell Index in any way suggests
or implies a representation or opinion by Frank Russell Company as
to the attractiveness of investment in any securities or other
financial products based upon or derived from any Russell Index.
Frank Russell Company is not the issuer of any such securities or
other financial products and makes no express or implied warranties
of merchantability or fitness for any particular purpose with
respect to any Russell Index or any data included or reflected
therein, nor as to results to be obtained by any person or any
entity from the use of the Russell Index or any data included or
reflected therein.
\6\ NASDAQ(R), NASDAQ-100(R) and NASDAQ-100 Index(R) are
registered trademarks of The NASDAQ OMX Group, Inc. (which with its
affiliates are the ``Corporations'') and are licensed for use by
NASDAQ OMX PHLX, Inc. in connection with the trading of options
products based on the NASDAQ-100 Index(R). The options products have
not been passed on by the Corporations as to their legality or
suitability. The options products are not issued, endorsed, sold, or
promoted by the Corporations. The Corporations make no warranties
and bear no liability with respect to the options products.
---------------------------------------------------------------------------
While changes to the Exchange's Fee Schedule pursuant to this
proposal are effective upon filing, the Exchange has designated this
proposal to be operative for trades settling on or after March 1, 2010.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqtrader.com/micro.aspx?id=PHLXfilings, at the
principal office of the Exchange, at the Commission's Public Reference
Room and on the Commission's Web site at https://www.sec.gov.
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
Statutory Basis for, the Proposed Rule Change
1. Purpose
Generally, the purpose of the proposed rule change is to update the
Exchange's Fee Schedule by amending existing fees. The Exchange
believes that the increases are necessary for the Exchange to remain
competitive.
Equity Options Fees
The Exchange proposes increasing the options transaction charge for
Registered Options Traders (``ROTs'') and specialists to $.22.
Currently, the Exchange assesses a per contract fee of $.21 on ROTs
(on-floor) and specialists.\7\ The Exchange also proposes amending the
Options Surcharge in RUT, RMN, MNX and NDX to increase the current fee
of $.10 per contract to $.15 per contract for ROTs (on-floor),
specialists, Firms and Broker-Dealers.
---------------------------------------------------------------------------
\7\ This fee is subject to a Monthly Cap of $750,000.
---------------------------------------------------------------------------
The Exchange proposes to decrease the current Monthly Cap on equity
options transactions from $750,000 to $650,000. The Monthly Cap is
currently applicable to ROTs \8\ and specialists.\9\ The Exchange
believes that by reducing the Monthly Cap, a greater number of members
may benefit from the Monthly Cap and the Exchange will attract
additional order flow.\10\
---------------------------------------------------------------------------
\8\ A ROT is a regular member or a foreign currency options
participant of the Exchange located on the trading floor who has
received permission from the Exchange to trade in options for his
own account.
\9\ This Monthly Cap is not applicable to electronic trading in
Standard and Poor's Depositary Receipts/SPDRs (``SPY''), PowerShares
QQQ Trust (``QQQQ'')[reg]; Ishares Russell 2000 (``IWM'') and
Citigroup Inc. (``C'').
\10\ The Exchange recently amended the calculation of the
Monthly Cap by aggregating the trading activity of separate ROTs and
specialist member organizations if there is at least 75% common
ownership between the member organizations as reflected on each
member organizations' Form BD, Schedule A. See Securities Exchange
Act Release N. 61558 (February 22, 2010) (SR-Phlx-2010-16).
---------------------------------------------------------------------------
The Exchange also proposes to decrease the Firm Related Equity
Option Cap from $85,000 to $75,000 per month. The Exchange recently
increased the Firm Related Equity Option Cap.\11\ Similarly, the
Exchange believes that by reducing the Firm Related Equity Option Cap
additional members will benefit from the cap.\12\
---------------------------------------------------------------------------
\11\ See SR-Phlx-2010-25.
\12\ This Firm Related Equity Option Cap is not applicable to
electronic trading in Standard and Poor's Depositary Receipts/SPDRs
(``SPY''), PowerShares QQQ Trust (``QQQQ'')[reg]; Ishares Russell
2000 (``IWM'') and Citigroup Inc. (``C'').
---------------------------------------------------------------------------
U.S. Dollar-Settled Foreign Currency Option Fees
The Exchange proposes to increase the Options Transaction Charge in
U.S. Dollar-Settled Foreign Currency Options Fees for ROTs (on-floor),
specialists and Firms from $.24 to $.30.
Real-Time Risk Management Fee
The Exchange proposes to increase the Real-Time Risk Management Fee
to $.003 per contract. The current fee is $.0025 per contract. This fee
is assessed on members who receive information on a real-time basis.
The proposed changes to the Fee Schedule will be effective for
transactions settling on or after March 1, 2010.
2. Statutory Basis
The Exchange believes that its proposal to amend its schedule of
fees is consistent with Section 6(b) of the Act \13\ in general, and
furthers the objectives of Section 6(b)(4) of the Act \14\ in
particular, in that it is an equitable allocation of reasonable fees
and other charges among Exchange members. The Exchange believes the
increases to the Equity Options Fees are equitable in that ROTs,
specialists, Firms and Broker Dealers will be charged the same rate
with respect to the Options Surcharge. The increase to the Options
Transaction Charge for ROTs and specialists is offset by other
amendments to reduce caps. The Exchange believes that members will
benefit from the reduced Monthly Cap and Firm Related Equity Option
Cap. The amendments to the U.S. Dollar-Settled Foreign Currency Options
Fees are consistent for ROTs (on-floor), Specialists and Firms. Also,
the Real-Time Risk Management fee will apply to all members alike.
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
No written comments were either solicited or received.
[[Page 13189]]
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act \15\ and paragraph (f)(2) of Rule 19b-4 \16\
thereunder. 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.
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78s(b)(3)(A)(ii).
\16\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
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-2010-39 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, Station Place, 100 F Street, NE., Washington,
DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2010-39. 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 Web site viewing and
printing 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 publicly available. All
submissions should refer to File Number SR-Phlx-2010-39 and should be
submitted on or before April 8, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
---------------------------------------------------------------------------
\17\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-5910 Filed 3-17-10; 8:45 am]
BILLING CODE 8011-01-P