Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Expand the $.50 Strike Price Program, 65687-65689 [2010-27009]
Download as PDF
Federal Register / Vol. 75, No. 206 / Tuesday, October 26, 2010 / Notices
regulatory organization has given the
Commission written notice of its intent
to file 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 proposed rule change
has become effective pursuant to
Section 19(b)(3)(A) of the Act 9 and Rule
19b–4(f)(6) thereunder.10
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),11 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing.
The Commission notes that the
proposed rule change is substantially
similar to a proposed rule change
previously submitted by NYSE Arca
which was published for notice and
comment in the Federal Register.12 The
Commission notes that it did not receive
any comments on the NYSE Arca
proposal, and does not believe the
Exchange’s proposal raises any new or
novel issues. Further, as noted above,
because of the inadvertent assignment
risk, market participants could not trade
previously approved American style
FLEX Options expiring on Expiration
Friday. The proposal seeks to mitigate
such assignment risks by limiting
certain FLEX transactions to closing
only, thereby allowing the trading of
previously approved FLEX Options. For
these reasons, the Commission believes
that waiver of the 30-day operative
delay is consistent with the protection
of investors and the public interest and
therefore, designates the proposed rule
change operative upon filing.13
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
9 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires that a self-regulatory
organization submit to the Commission written
notice of its 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 filing of the proposed rule change, or
such shorter time as designated by the Commission.
The Commission notes that the Exchange has
satisfied this requirement.
11 17 CFR 240.19b–4(f)(6)(iii).
12 See Securities Exchange Act Release No. 62321
(June 17, 2010), 75 FR 36130 (June 24, 2010) (SR–
NYSEArca–2010–46).
13 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).
emcdonald on DSK2BSOYB1PROD with NOTICES
10 17
VerDate Mar<15>2010
18:09 Oct 25, 2010
Jkt 223001
temporarily suspend 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:
65687
141 and should be submitted on or
before November 16, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–27066 Filed 10–25–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–63138; File No. SR–CBOE–
2010–092]
• 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–2010–141 on the
subject line.
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Expand the $.50 Strike
Price Program
October 20, 2010.
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–Phlx–2010–141. 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
available publicly. All submissions
should refer to File No. SR–Phlx–2010–
PO 00000
Frm 00082
Fmt 4703
Sfmt 4703
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that, on October
12, 2010, the Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’ or 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
proposal as a ‘‘non-controversial’’
proposed rule change pursuant to
Section 19(b)(3)(A)(iii) of the Act 3 and
Rule 19b–4(f)(6) thereunder.4 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
CBOE proposes to amend Rule 5.5 to:
(i) Expand the $0.50 Strike Program for
strike prices below $1.00; (ii) extend the
$0.50 Strike Program to strike prices
that are $5.50 or less; (iii) extend the
prices of the underlying security to at or
below $5.00; and (iv) extend the number
of options classes overlying 20
individual stocks. The text of the rule
proposal is available on the Exchange’s
Web site (https://www.cboe.org/legal), at
the Exchange’s principal office, and at
the Commission’s Public Reference
Room.
14 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)(iii).
4 17 CFR 240.19b–4(f)(6).
1 15
E:\FR\FM\26OCN1.SGM
26OCN1
65688
Federal Register / Vol. 75, No. 206 / Tuesday, October 26, 2010 / Notices
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 those 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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
emcdonald on DSK2BSOYB1PROD with NOTICES
1. Purpose
The purpose of this proposed rule
change is to modify Interpretation and
Policy .01 to Rule 5.5 to expand the
$0.50 Strike Program in order to provide
investors with opportunities and
strategies to minimize losses associated
with owning a stock declining in price.
The Exchange is proposing to
establish strike price intervals of $0.50,
beginning at $0.50 for certain options
classes where the strike price is $5.50 or
less and whose underlying security
closed at or below $5.00 in its primary
market on the previous trading day and
which have national average daily
volume that equals or exceeds 1,000
contracts per day as determined by The
Options Clearing Corporation (‘‘OCC’’)
during the preceding three calendar
months. The Exchange also proposes to
limit the listing of $0.50 strike prices to
options classes overlying no more than
20 individual stocks as specifically
designated by the Exchange.
Currently, Rule 5.5.01(b) permits
strike price intervals of $0.50 or greater
beginning at $1.00 where the strike
price is $3.50 or less, but only for option
classes whose underlying security
closed at or below $3.00 in its primary
market on the previous trading day and
which have national average daily
volume that equals or exceeds 1,000
contracts per day as determined by OCC
during the preceding three calendar
months. Further, the listing of $0.50
strike prices is limited to options classes
overlying no more than 5 individual
stocks as specifically designated by the
Exchange. The Exchange is currently
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
VerDate Mar<15>2010
18:09 Oct 25, 2010
Jkt 223001
strike price for classes also selected to
participate in the $0.50 Strike Program.5
The number of $0.50 strike options
traded on the Exchange has continued
to increase since the inception of the
Program. There are now approximately
25 classes that participate in the $0.50
Strike Program listed, and traded, across
all options exchanges including CBOE;
2 of which are classes chosen by CBOE
for the $0.50 Strike Program. The
current proposal would expand $0.50
strike offerings to market participants,
such as traders and retail investors, and
thereby enhance their ability to tailor
investing and hedging strategies and
opportunities in a volatile marketplace.
By way of example, suppose an
investor wanted to invest in 5,000
shares of Sirius Satellite (‘‘SIRI’’) on July
13, 2010. The closing price for SIRI on
that day was $ 0.9678. If the investor
wanted to buy a call option as an
alternative to purchasing the shares
outright for about $4,800, the lowest
strike price available was the $1 strike,
an out-of-the money option. However, if
a $0.50 strike series had been available,
the investor would have been able to
control 5,000 shares by purchasing 50
exercisable in-the-money $0.50 strike
call options. The Exchange notes that a
3-month SIRI call option with an
implied volatility of 50 has a theoretical
value of $0.47,6 or $47 per contract.
Thus, the investor could have benefitted
from the same upside potential as the
stock purchase, but at a cost of only
$2,350 ($47 per contract times 50
contracts).
Similarly, if an investor wanted to
hedge a position in SIRI stock with put
options, the lowest available strike price
was the $1 strike, an in-the-money
option. If a $0.50 strike series had been
available, the investor could have used
50 out-of-the-money puts for a fraction
of the cost of buying 50 put options with
a $1 strike price. The Exchange believes
that investors deserve the opportunity to
hedge downside risk in stocks trading
less than $1.00 in the same manner as
investors have with stocks trading
greater than $1.00.
Increasing the threshold from $3.00 to
$5.00 and expanding the number of
$0.50 strikes available for stocks under
$5.00 further aids investors by offering
opportunities to manage risk and
execute a variety of option strategies to
improve returns. For example, today an
investor can enhance their yield by
selling an out-of-the-money call. Using
an example of an investor who wants to
hedge Citigroup (‘‘C’’) which is trading at
$4.24,7 that investor would be able to
choose the $4.50 strike which is 6% outof-the-money or they would be able to
choose the $5.00 strike which is 17.92%
out-of-the-money, under this proposal.
Today, this investor only has the latter
choice. Beyond that, this investor today
may choose the $6.00 strike which is
41% out-of-the-money and offers
significantly less premium. Pursuant to
this proposal, if this investor had a
choice to hedge with a $5.50 strike
option, the investor would have the
opportunity to sell the option at only
29% out-of-the-money and would
improve her return by gaining more
premium, while also benefitting from
29% of upside return in the underlying
equity.
By increasing the number of securities
from 5 individual stocks to 20
individual stocks would allow the
Exchange to offer investors additional
opportunities to use the $0.50 Strike
Program. The Exchange notes that $0.50
strikes have had no impact on capacity.
Further, the Exchange has observed the
popularity of $0.50 strikes.
By expanding the $0.50 Strike
Program investors would be able to
better enhance returns and manage risk
by providing investors with
significantly 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, trading and risk. The
Exchange also proposes making a
corresponding amendment to Rule
5.5.01(a)(2) to add $5 and $6 to $1 Strike
Program language that addresses listing
series with $1 intervals within $0.50 of
an existing strike price in the same
series. Currently, and to account for the
overlap with the $0.50 Strike Program,
the following series are excluded from
this prohibition: Strike prices of $2, $3,
and $4. The Exchange proposes to add
$5 and $6 to that list to account for the
proposal to expand the $0.50 Strike
Program to a strike price of $5.50.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act 8
and the rules and regulations
thereunder and, in particular, the
requirements of Section 6(b) of the Act.9
Specifically, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 10 requirements that
the rules of an exchange be designed to
promote just and equitable principles of
7 This
5 See
Rule 5.5.01(a)(2) referring to $1 Strike
Program.
6 Using a Black Scholes pricing model.
PO 00000
Frm 00083
Fmt 4703
Sfmt 4703
was the price for C on July 14, 2010.
U.S.C. 78s(b)(1).
9 15 U.S.C. 78f(b).
10 15 U.S.C. 78f(b)(5).
8 15
E:\FR\FM\26OCN1.SGM
26OCN1
Federal Register / Vol. 75, No. 206 / Tuesday, October 26, 2010 / Notices
trade, to prevent fraudulent and
manipulative acts, to remove
impediments to and to perfect the
mechanism for a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. The Exchange believes
that amending the current $0.50 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. Investors would be
provided with an opportunity to
minimize losses associated with
declining stock prices which do not
exist today. With the increase in active,
low-prices securities, the Exchange
believes that amending the $0.50 Strike
Program to allow a $0.50 strike interval
below $1 for strike prices of $5.50 or
less is necessary to provide investor
additional opportunity to minimize and
manage risk.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE 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 solicited
or received with respect to the proposed
rule change.
emcdonald on DSK2BSOYB1PROD with NOTICES
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 11 and Rule 19b–
4(f)(6) thereunder.12
The Exchange has requested that the
Commission waive the 30-day operative
delay. The Commission believes that
waiver of the operative delay is
11 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 Exchange
has satisfied this requirement.
12 17
VerDate Mar<15>2010
18:09 Oct 25, 2010
Jkt 223001
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.13 Therefore, the
Commission designates the proposal
operative upon filing.14
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend 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–CBOE–2010–092 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–CBOE–2010–092. 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
13 See Securities Exchange Act Release No. 63132
(October 19, 2010) (SR–Phlx–2010–118) (order
approving expansion of $0.50 Strike Price Program).
14 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).
PO 00000
Frm 00084
Fmt 4703
Sfmt 4703
65689
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–CBOE–
2010–092 and should be submitted on
or before November 16, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–27009 Filed 10–25–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63136; File No. SR–
NYSEAmex–2010–98]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NYSE
Amex LLC To Expand the $0.50 Strike
Price Program
October 20, 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 October
18, 2010, NYSE Amex LLC (‘‘NYSE
Amex’’ or 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
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
Commentary .06 to NYSE Amex Options
Rule 903 to expand the $.50 Strike Price
Program as described below. The text of
the proposed rule change is available at
the Exchange, on the Commission’s Web
site at https://www.sec.gov, at the
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\26OCN1.SGM
26OCN1
Agencies
[Federal Register Volume 75, Number 206 (Tuesday, October 26, 2010)]
[Notices]
[Pages 65687-65689]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-27009]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63138; File No. SR-CBOE-2010-092]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change To Expand the $.50 Strike Price Program
October 20, 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 October 12, 2010, the Chicago Board Options Exchange,
Incorporated (``CBOE'' or 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 proposal as a ``non-
controversial'' proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \3\ and Rule 19b-4(f)(6) thereunder.\4\ 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)(iii).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
CBOE proposes to amend Rule 5.5 to: (i) Expand the $0.50 Strike
Program for strike prices below $1.00; (ii) extend the $0.50 Strike
Program to strike prices that are $5.50 or less; (iii) extend the
prices of the underlying security to at or below $5.00; and (iv) extend
the number of options classes overlying 20 individual stocks. The text
of the rule proposal is available on the Exchange's Web site (https://www.cboe.org/legal), at the Exchange's principal office, and at the
Commission's Public Reference Room.
[[Page 65688]]
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 those 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 parts 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 modify
Interpretation and Policy .01 to Rule 5.5 to expand the $0.50 Strike
Program in order to provide investors with opportunities and strategies
to minimize losses associated with owning a stock declining in price.
The Exchange is proposing to establish strike price intervals of
$0.50, beginning at $0.50 for certain options classes where the strike
price is $5.50 or less and whose underlying security closed at or below
$5.00 in its primary market on the previous trading day and which have
national average daily volume that equals or exceeds 1,000 contracts
per day as determined by The Options Clearing Corporation (``OCC'')
during the preceding three calendar months. The Exchange also proposes
to limit the listing of $0.50 strike prices to options classes
overlying no more than 20 individual stocks as specifically designated
by the Exchange.
Currently, Rule 5.5.01(b) permits strike price intervals of $0.50
or greater beginning at $1.00 where the strike price is $3.50 or less,
but only for option classes whose underlying security closed at or
below $3.00 in its primary market on the previous trading day and which
have national average daily volume that equals or exceeds 1,000
contracts per day as determined by OCC during the preceding three
calendar months. Further, the listing of $0.50 strike prices is limited
to options classes overlying no more than 5 individual stocks as
specifically designated by the Exchange. The Exchange is currently
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.\5\
---------------------------------------------------------------------------
\5\ See Rule 5.5.01(a)(2) referring to $1 Strike Program.
---------------------------------------------------------------------------
The number of $0.50 strike options traded on the Exchange has
continued to increase since the inception of the Program. There are now
approximately 25 classes that participate in the $0.50 Strike Program
listed, and traded, across all options exchanges including CBOE; 2 of
which are classes chosen by CBOE for the $0.50 Strike Program. The
current proposal would expand $0.50 strike offerings to market
participants, such as traders and retail investors, and thereby enhance
their ability to tailor investing and hedging strategies and
opportunities in a volatile marketplace.
By way of example, suppose an investor wanted to invest in 5,000
shares of Sirius Satellite (``SIRI'') on July 13, 2010. The closing
price for SIRI on that day was $ 0.9678. If the investor wanted to buy
a call option as an alternative to purchasing the shares outright for
about $4,800, the lowest strike price available was the $1 strike, an
out-of-the money option. However, if a $0.50 strike series had been
available, the investor would have been able to control 5,000 shares by
purchasing 50 exercisable in-the-money $0.50 strike call options. The
Exchange notes that a 3-month SIRI call option with an implied
volatility of 50 has a theoretical value of $0.47,\6\ or $47 per
contract. Thus, the investor could have benefitted from the same upside
potential as the stock purchase, but at a cost of only $2,350 ($47 per
contract times 50 contracts).
---------------------------------------------------------------------------
\6\ Using a Black Scholes pricing model.
---------------------------------------------------------------------------
Similarly, if an investor wanted to hedge a position in SIRI stock
with put options, the lowest available strike price was the $1 strike,
an in-the-money option. If a $0.50 strike series had been available,
the investor could have used 50 out-of-the-money puts for a fraction of
the cost of buying 50 put options with a $1 strike price. The Exchange
believes that investors deserve the opportunity to hedge downside risk
in stocks trading less than $1.00 in the same manner as investors have
with stocks trading greater than $1.00.
Increasing the threshold from $3.00 to $5.00 and expanding the
number of $0.50 strikes available for stocks under $5.00 further aids
investors by offering opportunities to manage risk and execute a
variety of option strategies to improve returns. For example, today an
investor can enhance their yield by selling an out-of-the-money call.
Using an example of an investor who wants to hedge Citigroup (``C'')
which is trading at $4.24,\7\ that investor would be able to choose the
$4.50 strike which is 6% out-of-the-money or they would be able to
choose the $5.00 strike which is 17.92% out-of-the-money, under this
proposal. Today, this investor only has the latter choice. Beyond that,
this investor today may choose the $6.00 strike which is 41% out-of-
the-money and offers significantly less premium. Pursuant to this
proposal, if this investor had a choice to hedge with a $5.50 strike
option, the investor would have the opportunity to sell the option at
only 29% out-of-the-money and would improve her return by gaining more
premium, while also benefitting from 29% of upside return in the
underlying equity.
---------------------------------------------------------------------------
\7\ This was the price for C on July 14, 2010.
---------------------------------------------------------------------------
By increasing the number of securities from 5 individual stocks to
20 individual stocks would allow the Exchange to offer investors
additional opportunities to use the $0.50 Strike Program. The Exchange
notes that $0.50 strikes have had no impact on capacity. Further, the
Exchange has observed the popularity of $0.50 strikes.
By expanding the $0.50 Strike Program investors would be able to
better enhance returns and manage risk by providing investors with
significantly 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,
trading and risk. The Exchange also proposes making a corresponding
amendment to Rule 5.5.01(a)(2) to add $5 and $6 to $1 Strike Program
language that addresses listing series with $1 intervals within $0.50
of an existing strike price in the same series. Currently, and to
account for the overlap with the $0.50 Strike Program, the following
series are excluded from this prohibition: Strike prices of $2, $3, and
$4. The Exchange proposes to add $5 and $6 to that list to account for
the proposal to expand the $0.50 Strike Program to a strike price of
$5.50.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Act \8\ and the rules and regulations thereunder and, in
particular, the requirements of Section 6(b) of the Act.\9\
Specifically, the Exchange believes the proposed rule change is
consistent with the Section 6(b)(5) \10\ requirements that the rules of
an exchange be designed to promote just and equitable principles of
[[Page 65689]]
trade, to prevent fraudulent and manipulative acts, to remove
impediments to and to perfect the mechanism for a free and open market
and a national market system, and, in general, to protect investors and
the public interest. The Exchange believes that amending the current
$0.50 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. Investors would be
provided with an opportunity to minimize losses associated with
declining stock prices which do not exist today. With the increase in
active, low-prices securities, the Exchange believes that amending the
$0.50 Strike Program to allow a $0.50 strike interval below $1 for
strike prices of $5.50 or less is necessary to provide investor
additional opportunity to minimize and manage risk.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78s(b)(1).
\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE 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 solicited or received with respect to 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 \11\ and Rule 19b-
4(f)(6) thereunder.\12\
---------------------------------------------------------------------------
\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 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
Exchange has satisfied this requirement.
---------------------------------------------------------------------------
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.\13\
Therefore, the Commission designates the proposal operative upon
filing.\14\
---------------------------------------------------------------------------
\13\ See Securities Exchange Act Release No. 63132 (October 19,
2010) (SR-Phlx-2010-118) (order approving expansion of $0.50 Strike
Price Program).
\14\ 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).
---------------------------------------------------------------------------
At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend 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-CBOE-2010-092 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-CBOE-2010-092. 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-CBOE-2010-092 and should be
submitted on or before November 16, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
---------------------------------------------------------------------------
\15\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-27009 Filed 10-25-10; 8:45 am]
BILLING CODE 8011-01-P