Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Expand the $0.50 Strike Program, 70337-70339 [2010-28899]
Download as PDF
Federal Register / Vol. 75, No. 221 / Wednesday, November 17, 2010 / Notices
additional time to register with the
MSRB.
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.6
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:
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–MSRB–2010–15 and should
be submitted on or before December 8,
2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–28986 Filed 11–16–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
mstockstill on DSKH9S0YB1PROD 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–MSRB–2010–15 on the
subject line.
[Release No. 34–63304; File No. SR–ISE–
2010–108]
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–MSRB–2010–15. 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
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 MSRB’s offices. All
comments received will be posted
without change; the Commission does
November 10, 2010.
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Expand the $0.50 Strike
Program
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
November 10, 2010, the International
Securities Exchange, LLC (‘‘ISE’’ 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 its
rules 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 proposed rule change is available
on the Exchange’s Web site https://
www.ise.com, at the principal office of
the Exchange, on the Commission’s Web
site at https://www.sec.gov, and at the
Commission’s Public Reference Room.
7 17
6 See
Section 19(b)(3)(C) of the Act, 15 U.S.C.
78s(b)(3)(C).
VerDate Mar<15>2010
16:21 Nov 16, 2010
Jkt 223001
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00139
Fmt 4703
Sfmt 4703
70337
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
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 modify the Exchange’s rules
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 1000
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, Supplementary Material
.05 to ISE Rule 504 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 1000 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
E:\FR\FM\17NON1.SGM
17NON1
mstockstill on DSKH9S0YB1PROD with NOTICES
70338
Federal Register / Vol. 75, No. 221 / Wednesday, November 17, 2010 / Notices
strike price for classes also selected to
participate in the $0.50 Strike Program.3
The number of $0.50 strike options
traded on the Exchange has continued
to increase since the inception of the
$0.50 Strike Program. There are now
approximately 19 of the $0.50 strike
price option classes listed, and traded,
across all options exchanges including
ISE; 3 of which are classes chosen by
ISE 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 market place.
By way of example, if an investor
wants to invest in 5,000 shares of Sirius
Satellite (‘‘SIRI’’) at $0.9678,4 the only
choice the investor would have today
would be to buy out-of-the-money calls,
at the $1.00 strike, or to invest in the
underlying stock with a total outlay of
$0.96 per share or $4,800. However, if
a $0.50 strike series were available, an
investor may be able to invest in 5,000
shares by purchasing an exercisable inthe-money $0.50 strike call option. It is
reasonable to assume that with SIRI
trading at $0.96, the $0.50 strike call
option would trade at an estimated price
of $0.46 to $0.48 under normal
circumstances. This would allow the
investor to manage 5,000 shares with
the same upside potential return for a
cost of only $2,350 (assuming $.47 as a
call price).
Similarly, if an investor wanted to
spend $4,800 for 5,000 shares of SIRI, a
$0.50 put option that would trade for
$0.01 to $0.05 would provide protection
against a declining stock price in the
event that SIRI dropped below $0.50 per
share. In a down market, where high
volume widely held shares drop below
$1.00, investors deserve the opportunity
to hedge downside risk in the same
manner as investors have with stocks
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
$4.24,5 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 their 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.
The open interest in the $2.50 August
strike series for Synovus Financial Corp.
(‘‘SNV’’), which closed at $2.71 on July
13, 2010, was 12,743 options; whereas
open interest in the $2 and $3 August
strike series was a combined 318
options. The open interest in the August
$1.50 strike series for Ambac Financial
Group, Inc. (‘‘ABK’’), which closed at
$0.7490 on July 13, 2010, was 15,879
options compared to 8,174 options for
the $2 strike series. The August $2.50
strike series had open interest of 22,280
options, also more than the traditional
$2 strike series.
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
Supplementary Material .01 to ISE Rule
504 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.
3 See Supplementary Material .01 to ISE Rule 504
referring to the $1 Strike Program.
4 SIRI was trading at $0.9678 on July 13, 2010.
5 C was trading at $4.24 on July 14, 2010.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
VerDate Mar<15>2010
16:21 Nov 16, 2010
Jkt 223001
PO 00000
Frm 00140
Fmt 4703
Sfmt 4703
of the Securities Exchange Act of 1934 6
(the ‘‘Act’’) in general, and furthers the
objectives of Section 6(b)(5) of the Act 7
in particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general to protect
investors and the public interest. The
Exchange believes that amending the
current $0.50 Strike Program would
result in a continuing benefit to
investors by giving them more flexibility
to closely tailor their investment
decisions in a greater number of
securities. With the increase in active,
low-price 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 investors
with additional opportunity to
minimize and manage risk.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
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 8 and Rule 19b–
4(f)(6) thereunder.9
6 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
8 15 U.S.C. 78s(b)(3)(A).
9 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
7 15
E:\FR\FM\17NON1.SGM
17NON1
Federal Register / Vol. 75, No. 221 / Wednesday, November 17, 2010 / Notices
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.10 Therefore, the
Commission designates the proposal
operative upon filing.11
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:
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–ISE–
2010–108 and should be submitted on
or before December 8, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Florence E. Harmon.
Deputy Secretary.
[FR Doc. 2010–28899 Filed 11–16–10; 8:45 am]
• 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–ISE–2010–108 on the
subject line.
BILLING CODE 8011–01–P
Paper Comments
AGENCY:
• 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–ISE–2010–108. 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
mstockstill on DSKH9S0YB1PROD with NOTICES
Electronic Comments
ACTION:
has waived the five-day prefiling requirement in
this case.
10 See Securities Exchange Act Release No. 63132
(October 19, 2010) (SR–Phlx–2010–118) (order
approving expansion of $0.50 Strike Price Program).
11 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).
VerDate Mar<15>2010
16:21 Nov 16, 2010
Jkt 223001
SMALL BUSINESS ADMINISTRATION
Reporting and Recordkeeping
Requirements Under OMB Review
Small Business Administration.
Notice of Reporting
Requirements Submitted for OMB
Review.
Under the provisions of the
Paperwork Reduction Act (44 U.S.C.
Chapter 35), agencies are required to
submit proposed reporting and
recordkeeping requirements to OMB for
review and approval, and to publish a
notice in the Federal Register notifying
the public that the agency has made
such a submission.
DATES: Submit comments on or before
December 17, 2010. If you intend to
comment but cannot prepare comments
promptly, please advise the OMB
Reviewer and the Agency Clearance
Officer before the deadline.
Copies: Request for clearance (OMB
83–1), supporting statement, and other
documents submitted to OMB for
review may be obtained from the
Agency Clearance Officer.
ADDRESSES: Address all comments
concerning this notice to: Agency
SUMMARY:
12 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00141
Fmt 4703
Sfmt 4703
70339
Clearance Officer, Jacqueline White,
Small Business Administration, 409 3rd
Street, SW., 5th Floor, Washington, DC
20416; and OMB Reviewer, Office of
Information and Regulatory Affairs,
Office of Management and Budget, New
Executive Office Building, Washington,
DC 20503.
FOR FURTHER INFORMATION CONTACT:
Jacqueline White, Agency Clearance
Officer, (202) 205–7044.
SUPPLEMENTARY INFORMATION:
Title: Stockholders Confirmation
(Corporation Ownership Confirmation
(Partnership).
Frequency: On Occasion.
SBA Form Number’s: 1405, 1405A.
Description of Respondents: Newly
Licensed SBIC’S.
Responses: 600.
Annual Burden: 600.
Title: Microloan Program Electronic
Reporting System (MPERS)
(MPERsystem).
Frequency: On Occasion.
SBA Form Number: N/A.
Description of Respondents:
Microloan Program Intermediary
Lenders.
Responses: 2,500.
Annual Burden: 625.
Title: Loan Program business, Small
Business Reporting and Recordkeeping
and recordkeeping requirements.
Frequency: On Occasion.
SBA Form Number’s: 2276A, B, C,
2281.
Description of Respondents:
Application for an SBA Loan.
Responses: 180.
Annual Burden: 180.
Jacqueline White,
Chief, Administrative Information Branch.
[FR Doc. 2010–28875 Filed 11–16–10; 8:45 am]
BILLING CODE P
SOCIAL SECURITY ADMINISTRATION
Agency Information Collection
Activities: Comment Request
The Social Security Administration
(SSA) publishes a list of information
collection packages requiring clearance
by the Office of Management and
Budget (OMB) in compliance with
Public Law (Pub. L.) 104–13, the
Paperwork Reduction Act of 1995,
effective October 1, 1995. This notice
includes revisions to OMB-approved
information collections.
SSA is soliciting comments on the
accuracy of the agency’s burden
estimate; the need for the information;
its practical utility; ways to enhance its
quality, utility, and clarity; and ways to
minimize burden on respondents,
E:\FR\FM\17NON1.SGM
17NON1
Agencies
[Federal Register Volume 75, Number 221 (Wednesday, November 17, 2010)]
[Notices]
[Pages 70337-70339]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-28899]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63304; File No. SR-ISE-2010-108]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change To Expand the $0.50 Strike Program
November 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 November 10, 2010, the International Securities Exchange, LLC
(``ISE'' 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its rules 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 proposed rule change is available on the Exchange's Web
site https://www.ise.com, at the principal office of the Exchange, on
the Commission's Web site at https://www.sec.gov, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, 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 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 modify the
Exchange's rules 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 1000 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, Supplementary Material .05 to ISE Rule 504 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 1000 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
[[Page 70338]]
strike price for classes also selected to participate in the $0.50
Strike Program.\3\
---------------------------------------------------------------------------
\3\ See Supplementary Material .01 to ISE Rule 504 referring to
the $1 Strike Program.
---------------------------------------------------------------------------
The number of $0.50 strike options traded on the Exchange has
continued to increase since the inception of the $0.50 Strike Program.
There are now approximately 19 of the $0.50 strike price option classes
listed, and traded, across all options exchanges including ISE; 3 of
which are classes chosen by ISE 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 market place.
By way of example, if an investor wants to invest in 5,000 shares
of Sirius Satellite (``SIRI'') at $0.9678,\4\ the only choice the
investor would have today would be to buy out-of-the-money calls, at
the $1.00 strike, or to invest in the underlying stock with a total
outlay of $0.96 per share or $4,800. However, if a $0.50 strike series
were available, an investor may be able to invest in 5,000 shares by
purchasing an exercisable in-the-money $0.50 strike call option. It is
reasonable to assume that with SIRI trading at $0.96, the $0.50 strike
call option would trade at an estimated price of $0.46 to $0.48 under
normal circumstances. This would allow the investor to manage 5,000
shares with the same upside potential return for a cost of only $2,350
(assuming $.47 as a call price).
---------------------------------------------------------------------------
\4\ SIRI was trading at $0.9678 on July 13, 2010.
---------------------------------------------------------------------------
Similarly, if an investor wanted to spend $4,800 for 5,000 shares
of SIRI, a $0.50 put option that would trade for $0.01 to $0.05 would
provide protection against a declining stock price in the event that
SIRI dropped below $0.50 per share. In a down market, where high volume
widely held shares drop below $1.00, investors deserve the opportunity
to hedge downside risk in the same manner as investors have with stocks
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,\5\ 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 their return by gaining
more premium, while also benefitting from 29% of upside return in the
underlying equity.
---------------------------------------------------------------------------
\5\ C was trading at $4.24 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.
The open interest in the $2.50 August strike series for Synovus
Financial Corp. (``SNV''), which closed at $2.71 on July 13, 2010, was
12,743 options; whereas open interest in the $2 and $3 August strike
series was a combined 318 options. The open interest in the August
$1.50 strike series for Ambac Financial Group, Inc. (``ABK''), which
closed at $0.7490 on July 13, 2010, was 15,879 options compared to
8,174 options for the $2 strike series. The August $2.50 strike series
had open interest of 22,280 options, also more than the traditional $2
strike series.
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
Supplementary Material .01 to ISE Rule 504 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 that its proposal is consistent with Section
6(b) of the Securities Exchange Act of 1934 \6\ (the ``Act'') in
general, and furthers the objectives of Section 6(b)(5) of the Act \7\
in particular, in that it is designed to promote just and equitable
principles of trade, to remove impediments to and perfect the mechanism
of a free and open market and a national market system, and, in general
to protect investors and the public interest. The Exchange believes
that amending the current $0.50 Strike Program would result in a
continuing benefit to investors by giving them more flexibility to
closely tailor their investment decisions in a greater number of
securities. With the increase in active, low-price 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 investors with additional opportunity to minimize
and manage risk.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
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 \8\ and Rule 19b-
4(f)(6) thereunder.\9\
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78s(b)(3)(A).
\9\ 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 prefiling requirement in this
case.
---------------------------------------------------------------------------
[[Page 70339]]
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.\10\
Therefore, the Commission designates the proposal operative upon
filing.\11\
---------------------------------------------------------------------------
\10\ See Securities Exchange Act Release No. 63132 (October 19,
2010) (SR-Phlx-2010-118) (order approving expansion of $0.50 Strike
Price Program).
\11\ 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-ISE-2010-108 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-ISE-2010-108. 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-ISE-2010-108 and should be
submitted on or before December 8, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
---------------------------------------------------------------------------
\12\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Florence E. Harmon.
Deputy Secretary.
[FR Doc. 2010-28899 Filed 11-16-10; 8:45 am]
BILLING CODE 8011-01-P