Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Expand the $1 Strike Program on the Boston Options Exchange Facility, 44826-44828 [2010-18572]
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44826
Federal Register / Vol. 75, No. 145 / Thursday, July 29, 2010 / Notices
achieve compliance with the terms and
conditions of the order. In particular,
such certification will address
procedures designed to achieve the
following objectives:
(a) That the Interfund Loan Rate will
be higher than the Repo Rate and, if
applicable, the yield of the money
market funds, but lower than the Bank
Loan Rate;
(b) Compliance with the collateral
requirements as set forth in the
application;
(c) Compliance with the percentage
limitations on interfund borrowing and
lending;
(d) Allocation of interfund borrowing
and lending demand in an equitable
manner and in accordance with
procedures established by the Trustees;
and
(e) That the Interfund Loan Rate does
not exceed the interest rate on any third
party borrowings of a borrowing Fund at
the time of the Interfund Loan.
Additionally, each Fund’s
independent public accountants, in
connection with their audit examination
of the Fund, will review the operation
of the proposed credit facility for
compliance with the conditions of the
application and their review will form
the basis, in part, of the auditor’s report
on internal accounting controls in Form
N–SAR.
18. No Fund will participate in the
proposed credit facility upon receipt of
requisite regulatory approval unless it
has fully disclosed in its prospectus
and/or statement of additional
information all material facts about its
intended participation.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–18675 Filed 7–28–10; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
Release No. 34–62553; File No. SR–BX–
2010–050]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Expand the
$1 Strike Program on the Boston
Options Exchange Facility
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that, on July 19,
2010, NASDAQ OMX BX, Inc. (the
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Chapter IV, Section 6 (Series of Options
Contracts Open for Trading) of the Rules
of the Boston Options Exchange Group,
LLC (‘‘BOX’’) to expand the Exchange’s
$1 Strike Price Program (the ‘‘$1 Strike
Program’’ or ‘‘Program’’) to allow the
Exchange to select 150 individual stocks
on which options may be listed at $1
strike price intervals. The text of the
proposed rule change is available from
the principal office of the Exchange, at
the Commission’s Public Reference
Room, on the Commission’s Web site at
https://www.sec.gov, and also on the
Exchange’s Internet Web 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
The purpose of this proposed rule
change is to expand the $1 Strike
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
July 22, 2010.
2 17
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
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12:45 Jul 28, 2010
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Program (the ‘‘Program’’).5 The $1 Strike
Program currently allows BOX to select
a total of 55 individual stocks on which
option series may be listed at $1 strike
price intervals. In order to be eligible for
selection into the Program, the
underlying stock must close below $50
in its primary market on the previous
trading day. If selected for the Program,
BOX may list strike prices at $1
intervals from $1 to $50, but no $1 strike
price may be listed that is greater than
$5 from the underlying stock’s closing
price in its primary market on the
previous day. BOX may also list $1
strikes on any other option class
designated by another securities
exchange that employs a similar
Program under their respective rules.
BOX may not list long-term option
series (‘‘LEAPS’’) 6 at $1 strike price
intervals for any class selected for the
Program, except as provided in
Supplementary Material .02(c) to
Chapter IV, Section 6 of the BOX Rules.7
BOX is also restricted from listing series
with $1 intervals within $0.50 of an
existing strike price in the same series,
except that strike prices of $2, $3, and
$4 shall be permitted within $0.50 of an
existing strike price for classes also
selected to participate in the $0.50
Strike Program.8
5 The Commission approved the $1 Strike Price
Program as a pilot in February 2004. See Securities
Exchange Act Release No. 49292 (Feb. 20, 2004), 69
FR 8993 (Feb. 26, 2004) (SR–BSE–2004–01). The
Program was subsequently extended. See Securities
Exchange Act Release No. 49806 (June 4, 2004), 69
FR 32640 (June 10, 2004) (SR–BSE–2004–22)
(extending the Program until June 5, 2005);
Securities Exchange Act Release No. 51778 (June 2,
2005), 70 FR 33562 (June 8, 2005) (SR–BSE–2005–
18) (extending the Program until June 5, 2006);
Securities Exchange Act Release No. 53855 (May
24, 2006), 71 FR 30973 (May 31, 2006) (SR–BSE–
2006–19) (extending the Program until June 5,
2007); Securities Exchange Act Release No. 55684
(Apr. 30, 2007), 72 FR 26188 (May 8, 2007) (SR–
BSE–2007–17) (extending the Program until June 5,
2008). The Program was subsequently expanded
and permanently approved in 2008. See Securities
Exchange Act Release No. 57302 (Feb. 11, 2008), 73
FR 8913 (Feb. 15, 2008) (SR–BSE–2008–08). The
Pilot Program was last expanded in 2009. See
Securities Exchange Act Release No. 59589 (Mar.
17, 2009), 73 FR 8913 (Mar. 24, 2009) (SR–BSE–
2009–16).
6 LEAPS are long-term options that have from
twelve to thirty-nine months from the time they are
listed until expiration. See Chapter IV, Section 8(a)
Long-Term Equity Option Series (LEAPS®).
7 Supplementary Material .02(c) to Chapter IV,
Section 6 of the BOX Rules states that the Exchange
may list $1 strike prices up to $5 in LEAPS in up
to 200 option classes in individual stocks. See
Securities Exchange Act Release No. 61041 (Nov.
20, 2009) 75 FR 62623 (Nov. 30, 2009) (SR–BSE–
2009–073).
8 Regarding the $0.50 Strike Program, which
allows $0.50 strike price intervals for options on
stocks trading at or below $3.00, see Supplementary
Material .02 to Chapter IV, Section 6(a) and
Securities Exchange Act Release No. 60814 (Oct. 13,
2009), 74 FR 53535 (Oct. 19, 2009) (SR–BSE–2009–
063). See also Securities Exchange Act Release No.
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Federal Register / Vol. 75, No. 145 / Thursday, July 29, 2010 / Notices
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
The Exchange now proposes to
expand the Program to allow BOX to
select a total of 150 individual stocks on
which option series may be listed at $1
strike price intervals. The existing
restrictions on listing $1 strikes would
continue, i.e., no $1 strike price may be
listed that is greater than $5 from the
underlying stock’s closing price in its
primary market on the previous day,
and BOX is restricted from listing any
series that would result in strike prices
being $0.50 apart (unless an option class
is selected to participate in both the $1
Strike Program and the $0.50 Strike
Program).
As stated in the filings establishing
BOX’s Program and in subsequent
extensions and expansions of the
Program,9 BOX believes that $1 strike
price intervals provide investors with
greater flexibility in the trading of
equity options that overlie lower price
stocks by allowing investors to establish
equity options positions that are better
tailored to meet their investment
objectives.
BOX believes that market conditions
have led to an increase in the number
of securities trading below $50
warranting the proposed expansion of
the $1 Strike Program.10 In addition,
BOX notes that this filing is based on
rules of other options exchanges, such
as, NASDAQ OMX PHLX, Inc (‘‘PHLX’’),
Chicago Board Options Exchange
(‘‘CBOE’’), International Securities
Exchange, LLC (‘‘ISE’’), NYSE Arca, Inc.
(‘‘NYSE Arca’’), NYSE Amex LLC
(‘‘NYSE Amex’’), and NASDAQ Options
Market (‘‘NOM’’).11 With regard to
previous expansions of the Program, the
Commission has approved proposals
from the options exchanges that employ
a $1 Strike Program in lockstep.
The Exchange notes that, in addition
to options classes that are trading
pursuant to the $1 strike programs of
options exchanges, there are also
61811 (Mar. 31, 2010), 75 FR 17802 (April 7, 2010)
(SR–BSE–2010–025) (permitting concurrent listing
of $3.50 and $4 strikes for classes in the $0.50
Strike and $1 Strike Programs).
9 See supra note 5.
10 See, e.g., Securities Exchange Act Release No.
59589 (Mar. 17, 2009), 73 FR 8913 (Mar. 24, 2009)
(SR–BSE–2009–16) (referencing the more than fivefold increase in the number of individual stocks on
which options may be listed at $1 intervals).
11 See Securities Exchange Act Release No. 62420
(June 30, 2010), 75 FR 39593 (July 9, 2010) (SR–
Phlx–2010–72); Securities Exchange Act Release
No. 62443 (July 2, 2010), 75 FR 39608 (July 9, 2010)
(SR–CBOE–2010–64); Securities Exchange Act
Release No. 62442 (July 2, 2010), 75 FR 39597 (July
9, 2010) (SR–ISE–2010–64); Securities Exchange
Act Release No. 62450 (July 2, 2010), 75 FR 39712
(July 12, 2010) (SR–NYSEArca–2010–66); Securities
Exchange Act Release No. 62449 (July 2, 2010) (SR–
NYSEAmex–2010–67); Securities Exchange Act
Release No. 62451 (July 6, 2010) (SR–NASDAQ–
2010–83).
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12:45 Jul 28, 2010
Jkt 220001
options trading at $1 strike intervals on
BOX on over 95 exchange-traded fund
shares (‘‘ETFs’’) and exchange-traded
notes (ETNs’’),12 ETF and ETN options
trading at $1 intervals have not,
however, negatively impacted the
system capacity of BOX or OPRA.
With regard to the impact of this
proposal on system capacity, BOX has
analyzed its capacity and the Exchange
represents that it and OPRA have the
necessary systems capacity to handle
the potential additional traffic
associated with the listing and trading
of an expanded number of series in the
$1 Strike Program.
BOX believes that the $1 Strike
Program has provided investors with
greater trading opportunities and
flexibility and the ability to more
closely tailor their investment and risk
management strategies and decisions to
the movement of the underlying
security. Furthermore, BOX has not
detected any material proliferation of
illiquid options series resulting from the
narrower strike price intervals. For these
reasons, BOX requests an expansion of
the current Program and the opportunity
to provide investors with additional
strikes for investment, trading, and risk
management purposes.
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the
Act,13 in general, and Section 6(b)(5) of
the Act,14 in particular, in that it is
designed to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism for a free and open market
and a national market system and, in
general, to protect investors and the
public interest. In particular, the
Exchange believes that expanding the
current $1 Strike Program will result in
a continuing benefit to investors by
giving them more flexibility to closely
tailor their investment decisions in a
greater number of securities.
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.
12 See Supplementary Material .01 to Chapter IV,
Section 6 of the BOX Rules (allowing $1 strike price
intervals for ETF and ETN options where the strike
price is $200 or less).
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(5).
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44827
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
Because the foregoing 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 from the date on which it was
filed, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 15 and Rule 19b–
4(f)(6) thereunder.16
The Exchange has requested that the
Commission waive the 30-day operative
delay. The Commission believes that
waiver of the operative delay is
consistent with the protection of
investors and the public interest
because the proposal is substantially
similar to that of another exchange that
has been approved by the
Commission.17 Therefore, the
Commission designates the proposal
operative upon filing.18
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.
15 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). 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 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 Commission
has waived the five-day pre-filing requirement in
this case.
17 See Securities Exchange Act Release No. 62420
(June 30, 2010), 75 FR 39593 (July 9, 2010) (SR–
Phlx–2010–72) (order approving expansion of $1
strike program to 150 classes).
18 For 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).
16 17
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44828
Federal Register / Vol. 75, No. 145 / Thursday, July 29, 2010 / Notices
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
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–2010–050 on the
subject line.
Paper Comments
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
[Release No. 34–62567; File No. SR–NSCC–
2010–07]
Self-Regulatory Organizations;
National Securities Clearing
Corporation; Notice of Filing of
Proposed Rule Change To Amend
Addendum C of Its Rules and
Procedures To Implement Risk
Enhancements to Its Stock Borrow
Program
National Securities Clearing
Corporation (‘‘NSCC’’) proposes
amending its Rules to implement risk
enhancements so that municipal and
corporate bonds would be ineligible for
lending through the SBP and so that
Members would be prevented from
lending securities through the SBP that
were issued by that Member or any of
its affiliates.
July 23, 2010.
1. Stock Borrow Program Background
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 July 1,
Number SR–BX–2010–050. This file
2010, National Securities Clearing
number should be included on the
Corporation (‘‘NSCC’’) filed with the
subject line if e-mail is used. To help the Securities and Exchange Commission
Commission process and review your
(‘‘Commission’’) proposed rule change
comments more efficiently, please use
SR–NSCC–2010–07 as described in
only one method. The Commission will Items I, II, and III below, which Items
post all comments on the Commission’s have been substantially prepared by
Internet Web site (https://www.sec.gov/
NSCC. The Commission is publishing
rules/sro.shtml). Copies of the
this notice to solicit comments on the
submission, all subsequent
proposed rule change from interested
amendments, all written statements
persons.
with respect to the proposed rule
I. Self-Regulatory Organization’s
change that are filed with the
Statement of the Terms of Substance of
Commission, and all written
the Proposed Rule Change
communications relating to the
proposed rule change between the
The purpose of the proposed rule
Commission and any person, other than
change is to amend Addendum C of
those that may be withheld from the
NSCC’s Rules and Procedures (‘‘Rules’’)
public in accordance with the
to implement risk enhancements so that
provisions of 5 U.S.C. 552, will be
municipal and corporate bonds would
available for Web site viewing and
be ineligible for lending through the
printing in the Commission’s Public
Stock Borrow Program (‘‘SBP’’) and so
Reference Room, 100 F Street, NE.,
that Members would be prevented from
Washington, DC 20549, on official
lending securities through the SBP that
business days between the hours of 10
a.m. and 3 p.m. Copies of the filing also were issued by that Member or any of
its affiliates.
will be available for inspection and
copying at the principal office of the
II. Self-Regulatory Organization’s
Exchange. All comments received will
Statement of the Purpose of, and
be posted without change; the
Statutory Basis for, the Proposed Rule
Commission does not edit personal
Change
identifying information from
submissions. You should submit only
In its filing with the Commission,
information that you wish to make
NSCC included statements concerning
available publicly. All submissions
the purpose of and basis for the
should refer to File Number SR–BX–
proposed rule change and discussed any
2010–050 and should be submitted on
comments it received on the proposed
or before August 19, 2010.
rule change. The text of these statements
may be examined at the places specified
For the Commission, by the Division of
in Item IV below. NSCC has prepared
Trading and Markets, pursuant to delegated
summaries, set forth in sections A, B,
authority.19
and C below, of the most significant
Florence E. Harmon,
aspects of such statements.3
Deputy Secretary.
[FR Doc. 2010–18572 Filed 7–28–10; 8:45 am]
BILLING CODE 8010–01–P
19 17
CFR 200.30–3(a)(12).
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12:45 Jul 28, 2010
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In the course of daily operations,
NSCC’s Continuous Net Settlement
(‘‘CNS’’) system often requires a number
of shares for a particular security that
exceeds the number of shares available
to NSCC through Member deliveries.
This can arise for several reasons
including satisfaction of Member
priority requests for allocation as well as
buy-ins submitted by Members. To
improve the efficiency of the clearing
system in these situations, NSCC’s
Board authorized implementation of
automated stock borrow procedures to
meet these needs for shares of a
particular CNS security.
Members wishing to participate in the
SBP notify NSCC each day 4 of the
securities they have on deposit at The
Depository Trust Company (‘‘DTC’’) that
are available to be borrowed by NSCC.
The daytime and nighttime SBP are
separate processes. Members can choose
to participate only in the nighttime SBP,
only in the daytime SBP, or in both.
After NSCC’s nighttime processing of
regular deliveries, unsatisfied needs that
remain in a particular security are
borrowed from Members that identified
available securities for the nighttime
SBP.5 Similarly, needs in a particular
security remaining unsatisfied at a time
designated during the day cycle are
borrowed from Members that have
delivered instructions specifying
available securities for the daytime SBP.
Shares borrowed are placed in a special
CNS subaccount, and the Member
lending the shares is advanced the full
market value of the borrowed shares
until they are returned. As shares
become available, borrowed stock is
returned through normal long
allocations against the special
subaccount.
4 By
1 15
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 The Commission has modified parts of these
statements.
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such times specified by NSCC.
subject to a voluntary reorganization
are not borrowed by NSCC after nighttime
processing on E+2 through the end of the protected
period.
5 Securities
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Agencies
[Federal Register Volume 75, Number 145 (Thursday, July 29, 2010)]
[Notices]
[Pages 44826-44828]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-18572]
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SECURITIES AND EXCHANGE COMMISSION
Release No. 34-62553; File No. SR-BX-2010-050]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Expand
the $1 Strike Program on the Boston Options Exchange Facility
July 22, 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 July 19, 2010, NASDAQ OMX BX, Inc. (the ``Exchange'') filed
with the Securities and Exchange Commission (``SEC'' or ``Commission'')
the proposed rule change as described in Items I and II below, which
Items have been prepared by the Exchange. 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 amend Chapter IV, Section 6 (Series of
Options Contracts Open for Trading) of the Rules of the Boston Options
Exchange Group, LLC (``BOX'') to expand the Exchange's $1 Strike Price
Program (the ``$1 Strike Program'' or ``Program'') to allow the
Exchange to select 150 individual stocks on which options may be listed
at $1 strike price intervals. The text of the proposed rule change is
available from the principal office of the Exchange, at the
Commission's Public Reference Room, on the Commission's Web site at
https://www.sec.gov, and also on the Exchange's Internet Web 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
The purpose of this proposed rule change is to expand the $1 Strike
Program (the ``Program'').\5\ The $1 Strike Program currently allows
BOX to select a total of 55 individual stocks on which option series
may be listed at $1 strike price intervals. In order to be eligible for
selection into the Program, the underlying stock must close below $50
in its primary market on the previous trading day. If selected for the
Program, BOX may list strike prices at $1 intervals from $1 to $50, but
no $1 strike price may be listed that is greater than $5 from the
underlying stock's closing price in its primary market on the previous
day. BOX may also list $1 strikes on any other option class designated
by another securities exchange that employs a similar Program under
their respective rules. BOX may not list long-term option series
(``LEAPS'') \6\ at $1 strike price intervals for any class selected for
the Program, except as provided in Supplementary Material .02(c) to
Chapter IV, Section 6 of the BOX Rules.\7\ BOX is also restricted from
listing series with $1 intervals within $0.50 of an existing strike
price in the same series, except that strike prices of $2, $3, and $4
shall be permitted within $0.50 of an existing strike price for classes
also selected to participate in the $0.50 Strike Program.\8\
---------------------------------------------------------------------------
\5\ The Commission approved the $1 Strike Price Program as a
pilot in February 2004. See Securities Exchange Act Release No.
49292 (Feb. 20, 2004), 69 FR 8993 (Feb. 26, 2004) (SR-BSE-2004-01).
The Program was subsequently extended. See Securities Exchange Act
Release No. 49806 (June 4, 2004), 69 FR 32640 (June 10, 2004) (SR-
BSE-2004-22) (extending the Program until June 5, 2005); Securities
Exchange Act Release No. 51778 (June 2, 2005), 70 FR 33562 (June 8,
2005) (SR-BSE-2005-18) (extending the Program until June 5, 2006);
Securities Exchange Act Release No. 53855 (May 24, 2006), 71 FR
30973 (May 31, 2006) (SR-BSE-2006-19) (extending the Program until
June 5, 2007); Securities Exchange Act Release No. 55684 (Apr. 30,
2007), 72 FR 26188 (May 8, 2007) (SR-BSE-2007-17) (extending the
Program until June 5, 2008). The Program was subsequently expanded
and permanently approved in 2008. See Securities Exchange Act
Release No. 57302 (Feb. 11, 2008), 73 FR 8913 (Feb. 15, 2008) (SR-
BSE-2008-08). The Pilot Program was last expanded in 2009. See
Securities Exchange Act Release No. 59589 (Mar. 17, 2009), 73 FR
8913 (Mar. 24, 2009) (SR-BSE-2009-16).
\6\ LEAPS are long-term options that have from twelve to thirty-
nine months from the time they are listed until expiration. See
Chapter IV, Section 8(a) Long-Term Equity Option Series
(LEAPS[reg]).
\7\ Supplementary Material .02(c) to Chapter IV, Section 6 of
the BOX Rules states that the Exchange may list $1 strike prices up
to $5 in LEAPS in up to 200 option classes in individual stocks. See
Securities Exchange Act Release No. 61041 (Nov. 20, 2009) 75 FR
62623 (Nov. 30, 2009) (SR-BSE-2009-073).
\8\ Regarding the $0.50 Strike Program, which allows $0.50
strike price intervals for options on stocks trading at or below
$3.00, see Supplementary Material .02 to Chapter IV, Section 6(a)
and Securities Exchange Act Release No. 60814 (Oct. 13, 2009), 74 FR
53535 (Oct. 19, 2009) (SR-BSE-2009-063). See also Securities
Exchange Act Release No. 61811 (Mar. 31, 2010), 75 FR 17802 (April
7, 2010) (SR-BSE-2010-025) (permitting concurrent listing of $3.50
and $4 strikes for classes in the $0.50 Strike and $1 Strike
Programs).
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[[Page 44827]]
The Exchange now proposes to expand the Program to allow BOX to
select a total of 150 individual stocks on which option series may be
listed at $1 strike price intervals. The existing restrictions on
listing $1 strikes would continue, i.e., no $1 strike price may be
listed that is greater than $5 from the underlying stock's closing
price in its primary market on the previous day, and BOX is restricted
from listing any series that would result in strike prices being $0.50
apart (unless an option class is selected to participate in both the $1
Strike Program and the $0.50 Strike Program).
As stated in the filings establishing BOX's Program and in
subsequent extensions and expansions of the Program,\9\ BOX believes
that $1 strike price intervals provide investors with greater
flexibility in the trading of equity options that overlie lower price
stocks by allowing investors to establish equity options positions that
are better tailored to meet their investment objectives.
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\9\ See supra note 5.
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BOX believes that market conditions have led to an increase in the
number of securities trading below $50 warranting the proposed
expansion of the $1 Strike Program.\10\ In addition, BOX notes that
this filing is based on rules of other options exchanges, such as,
NASDAQ OMX PHLX, Inc (``PHLX''), Chicago Board Options Exchange
(``CBOE''), International Securities Exchange, LLC (``ISE''), NYSE
Arca, Inc. (``NYSE Arca''), NYSE Amex LLC (``NYSE Amex''), and NASDAQ
Options Market (``NOM'').\11\ With regard to previous expansions of the
Program, the Commission has approved proposals from the options
exchanges that employ a $1 Strike Program in lockstep.
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\10\ See, e.g., Securities Exchange Act Release No. 59589 (Mar.
17, 2009), 73 FR 8913 (Mar. 24, 2009) (SR-BSE-2009-16) (referencing
the more than five-fold increase in the number of individual stocks
on which options may be listed at $1 intervals).
\11\ See Securities Exchange Act Release No. 62420 (June 30,
2010), 75 FR 39593 (July 9, 2010) (SR-Phlx-2010-72); Securities
Exchange Act Release No. 62443 (July 2, 2010), 75 FR 39608 (July 9,
2010) (SR-CBOE-2010-64); Securities Exchange Act Release No. 62442
(July 2, 2010), 75 FR 39597 (July 9, 2010) (SR-ISE-2010-64);
Securities Exchange Act Release No. 62450 (July 2, 2010), 75 FR
39712 (July 12, 2010) (SR-NYSEArca-2010-66); Securities Exchange Act
Release No. 62449 (July 2, 2010) (SR-NYSEAmex-2010-67); Securities
Exchange Act Release No. 62451 (July 6, 2010) (SR-NASDAQ-2010-83).
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The Exchange notes that, in addition to options classes that are
trading pursuant to the $1 strike programs of options exchanges, there
are also options trading at $1 strike intervals on BOX on over 95
exchange-traded fund shares (``ETFs'') and exchange-traded notes
(ETNs''),\12\ ETF and ETN options trading at $1 intervals have not,
however, negatively impacted the system capacity of BOX or OPRA.
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\12\ See Supplementary Material .01 to Chapter IV, Section 6 of
the BOX Rules (allowing $1 strike price intervals for ETF and ETN
options where the strike price is $200 or less).
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With regard to the impact of this proposal on system capacity, BOX
has analyzed its capacity and the Exchange represents that it and OPRA
have the necessary systems capacity to handle the potential additional
traffic associated with the listing and trading of an expanded number
of series in the $1 Strike Program.
BOX believes that the $1 Strike Program has provided investors with
greater trading opportunities and flexibility and the ability to more
closely tailor their investment and risk management strategies and
decisions to the movement of the underlying security. Furthermore, BOX
has not detected any material proliferation of illiquid options series
resulting from the narrower strike price intervals. For these reasons,
BOX requests an expansion of the current Program and the opportunity to
provide investors with additional strikes for investment, trading, and
risk management purposes.
2. Statutory Basis
The Exchange believes that the proposal is consistent with the
requirements of Section 6(b) of the Act,\13\ in general, and Section
6(b)(5) of the Act,\14\ in particular, in that it is designed to foster
cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transactions in securities, to remove impediments to and
perfect the mechanism for a free and open market and a national market
system and, in general, to protect investors and the public interest.
In particular, the Exchange believes that expanding the current $1
Strike Program will result in a continuing benefit to investors by
giving them more flexibility to closely tailor their investment
decisions in a greater number of securities.
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\13\ 15 U.S.C. 78f(b).
\14\ 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 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
Because the foregoing 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 from the date on which it was filed,
or such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \15\ and Rule 19b-
4(f)(6) thereunder.\16\
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f)(6). 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 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
Commission has waived the five-day pre-filing requirement in this
case.
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The Exchange has requested that the Commission waive the 30-day
operative delay. The Commission believes that waiver of the operative
delay is consistent with the protection of investors and the public
interest because the proposal is substantially similar to that of
another exchange that has been approved by the Commission.\17\
Therefore, the Commission designates the proposal operative upon
filing.\18\
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\17\ See Securities Exchange Act Release No. 62420 (June 30,
2010), 75 FR 39593 (July 9, 2010) (SR-Phlx-2010-72) (order approving
expansion of $1 strike program to 150 classes).
\18\ For 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.
[[Page 44828]]
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-2010-050 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-2010-050. 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 the filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-BX-2010-050 and should be
submitted on or before August 19, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
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\19\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-18572 Filed 7-28-10; 8:45 am]
BILLING CODE 8010-01-P