Self-Regulatory Organizations; Notice of Filing of Proposed Rule Change by NASDAQ OMX PHLX, Inc. Relating to a $5 Strike Price Program, 71771-71773 [2010-29594]
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Federal Register / Vol. 75, No. 226 / Wednesday, November 24, 2010 / Notices
general, and with Section 6(b)(5) of the
Act,6 in particular, in that the proposal
is designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, 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 proposed rule
change makes a minor clerical change to
an existing Nasdaq rule.
Comments may be submitted by any of
the following methods:
• 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–NASDAQ–2010–146 on the
subject line.
Paper Comments
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.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Florence E. Harmon,
Deputy Secretary.
Nasdaq does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
Pursuant to Section 19(b)(3)(A) of the
Act 7 and Rule 19b–4(f)(3) thereunder,8
Nasdaq has designated this proposal as
one that is concerned solely with the
administration of the self-regulatory
organization. Accordingly, Nasdaq
believes that its proposal should become
immediately effective.
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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
If the Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
[FR Doc. 2010–29612 Filed 11–23–10; 8:45 am]
U.S.C. 78f(b)(5).
U.S.C. 78s(b)(3)(A).
8 17 CFR 240.19b–4(f)(3).
7 15
15:30 Nov 23, 2010
[Release No. 34–63339; File No. SR–Phlx–
2010–158]
Self-Regulatory Organizations; Notice
of Filing of Proposed Rule Change by
NASDAQ OMX PHLX, Inc. Relating to a
$5 Strike Price Program
November 18, 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
12, 2010, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Commentary .05 to Exchange Rule 1012,
Series of Options Open for Trading,
specifically Commentary .05(c) to allow
the Exchange to list and trade series in
intervals of $5 or greater where the
strike price is more than $200 in up to
five (5) option classes on individual
stocks.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nasdaqtrader.com/
micro.aspx?id=PHLXRulefilings, 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
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
BILLING CODE 8011–01–P
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SECURITIES AND EXCHANGE
COMMISSION
Electronic 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–NASDAQ–2010–146. 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–
NASDAQ–2010–146 and should be
submitted on or before December 15,
2010.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
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71772
Federal Register / Vol. 75, No. 226 / Wednesday, November 24, 2010 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
1. Purpose
The purpose of this proposed rule
change is to modify Commentary .05 to
Exchange Rule 1012 to allow the
Exchange to list and trade series in
intervals of $5 or greater where the
strike price is more than $200 in up to
five (5) option classes on individual
stocks (‘‘$5 Strike Price Program’’) to
provide investors and traders additional
opportunities and strategies to hedge
high priced securities.
Currently, Exchange Rule 1012 at
Commentary .05 permits strike price
intervals of $10 or greater where the
strike price is $200 or more,3 except the
Exchange may select up to 46 options
classes on individual stocks for which
the interval of strike prices will be $2.50
where the strike price is greater than
$25 but less than $50 (the ‘‘$2.50 Strike
Price Program’’). In addition to those
options selected by the Exchange, the
strike price interval may be $2.50 in any
multiply-traded option once another
exchange trading that option selects
such option.4
The Exchange is proposing to add the
proposed $5 Strike Price Program as an
exception to the $10 or greater program
in addition to the $2.50 Strike Price
Program. The proposal would allow the
Exchange to list series in intervals of $5
or greater where the strike price is more
3 Commentary .05 also permits strike price
intervals of $5.00 or greater where the strike price
is greater than $25 but less than $200; and $2.50
or greater where the strike price is $25 or less.
4 Initially adopted in 1995 as a pilot program, the
pilot $2.50 Strike Price Program allowed options
exchanges to list options with $2.50 strike price
intervals for options trading at strike prices greater
than $25 but less than $50 on a total of up to 100
option classes. See Securities Exchange Act Release
No. 35993 (July 19, 1995), 60 FR 38073 (July 25,
1995) (SR–Phlx–95–08). In 1998, the pilot program
was permanently approved and expanded to allow
the options exchanges to select up to 200 option
classes for the $2.50 Strike Price Program. See
Securities Exchange Act Release No. 40662
(November 12, 1998), 63 FR 64297 (November 19,
1998) (SR–Phlx–98–26). Of the 200 options classes
eligible for the $2.50 Strike Price Program, 46 have
been allocated to Phlx. With the expansion of the
$2.50 Strike Price Program to options with strike
prices below $75, for example, if an option class has
been selected as part of the $2.50 Strike Price
Program, and the underlying stock closed at $48.50
in its primary market, the Exchange may list
options with strike prices of $52.50 and $57.50 on
the next business day; and if an underlying security
closed at $54, the Exchange may list options with
strike prices of $52.50, $57.50, and $62.50 on the
next business day. Moreover, an option class
remains in the $2.50 Strike Price Program until the
Exchange otherwise designates and sends a
decertification notice to the Options Clearing
Corporation. See Securities Exchange Act Release
No. 55338 (February 23, 2007), 72 FR 9371 (March
1, 2007) (SR–Phlx–2007–04).
VerDate Mar<15>2010
15:30 Nov 23, 2010
Jkt 223001
than $200 in up to five (5) option classes
on individual stocks.
The Exchange believes the $5 Strike
Price Program would offer investors a
greater selection of strike prices at a
lower cost. For example, if an investor
wanted to purchase an option with an
expiration of approximately one month,
a $5 strike interval could offer a wider
choice of strike prices, which may result
in reduced outlays in order to purchase
the option. By way of illustration, using
Google, Inc. (‘‘GOOG’’) as an example, if
GOOG would trade at $610 5 with
approximately one month remaining
until expiration, the front month (one
month remaining) at-the-money call
option (the 610 strike) would trade at
approximately $17.50 and the next
highest available strike (the 620 strike)
would trade at approximately $13.00.
By offering a 615 strike an investor
would be able to trade a GOOG front
month call option at approximately
$15.25, thus providing an additional
choice at a different price point.
Similarly, if an investor wanted to
hedge exposure to an underlying stock
position by selling call options, the
investor may chose an option term with
two months remaining until expiration.
An additional $5 strike interval could
offer additional and varying yields to
the investor. For example if Apple, Inc.
(‘‘AAPL’’) would trade at $310 6 with
approximately two months remaining
until expiration, the second month (two
months remaining) at-the-money call
option (the 310 strike) would trade at
approximately $14.50 and the next
highest available strike (the 320) strike
would trade at $9.90. The 310 strike
would yield a return of 4.67% and the
320 strike would yield a return of
3.20%. If the 315 strike were available,
that series would be priced at
approximately $12.20 (a yield of 3.93%)
and would minimize the risk of having
the underlying stock called away at
expiration.
With regard to the impact of this
proposal on system capacity, the
Exchange has analyzed its capacity and
represents that it and the Options Price
Reporting Authority have the necessary
systems capacity to handle the potential
additional traffic associated with the
listing and trading of classes on
individual stocks $5 Strike Price
Program.
The proposed $5 Strike Price Program
would provide investors increased
opportunities to improve returns and
5 The prices listed in this example are
assumptions and not based on actual prices. The
assumptions are made for illustrative purposes only
using the stock price as a hypothetical.
6 Id.
PO 00000
Frm 00107
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manage risk in the trading of equity
options that overlie high priced stocks.
In addition, the proposed $5 Strike Price
Program would allow investors to
establish equity options positions that
are better tailored to meet their
investment, trading and risk
management requirements.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 7 in general, and furthers the
objectives of Section 6(b)(5) of the Act 8
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 the $5 Strike Price
Program proposal would provide the
investing public and other market
participants increased opportunities
because a $5 series in high priced stocks
would provide market participants
additional opportunities to hedge high
priced securities. This would allow
investors to better manage their risk
exposure. Moreover, the Exchange
believes the proposed $5 Strike Price
Program would benefit 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.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received from
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the Exchange consents,
the Commission shall: (a) By order
approve or disapprove such proposed
rule change, or (b) institute proceedings
7 15
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U.S.C. 78f(b).
U.S.C. 78f(b)(5).
24NON1
Federal Register / Vol. 75, No. 226 / Wednesday, November 24, 2010 / Notices
to determine whether the proposed rule
change should be disapproved.
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:
[FR Doc. 2010–29594 Filed 11–23–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63338; File No. SR–
NYSEArca–2010–99]
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–Phlx–2010–158 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.
WReier-Aviles on DSKGBLS3C1PROD with NOTICES
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Florence E. Harmon,
Deputy Secretary.
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Expanding the Delta
Hedging Exemption Available for
Equity Options Position Limits and
Adopting a Delta Hedging Exemption
From Certain Index Options Position
Limits
November 18, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
5, 2010, NYSE Arca, Inc. (the
All submissions should refer to File
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
Number SR–Phlx-2010–158. This file
the Securities and Exchange
number should be included on the
subject line if e-mail is used. To help the Commission (the ‘‘Commission’’) the
proposed rule change as described in
Commission process and review your
Items I and II below, which Items have
comments more efficiently, please use
only one method. The Commission will been prepared by the self-regulatory
post all comments on the Commission’s organization. The Commission is
publishing this notice to solicit
Internet Web site (https://www.sec.gov/
comments on the proposed rule change
rules/sro.shtml). Copies of the
from interested persons.
submission, all subsequent
amendments, all written statements
I. Self-Regulatory Organization’s
with respect to the proposed rule
Statement of the Terms of Substance of
change that are filed with the
the Proposed Rule Change
Commission, and all written
The Exchange proposes to (i) expand
communications relating to the
the delta hedging exemption available
proposed rule change between the
Commission and any person, other than for equity options position limits and
(ii) adopt a delta hedging exemption
those that may be withheld from the
from certain index options position
public in accordance with the
limits. The text of the proposed rule
provisions of 5 U.S.C. 552, will be
change is available at the Exchange, the
available for Web site viewing and
Commission’s Public Reference Room,
printing in the Commission’s Public
on the Commission’s Web site at
Reference Room, 100 F Street, NE.,
https://www.sec.gov, and https://
Washington, DC 20549, on official
www.nyse.com.
business days between the hours of
10 a.m. and 3 p.m. Copies of the filing
II. Self-Regulatory Organization’s
also will be available for inspection and Statement of the Purpose of, and
copying at the principal office of the
Statutory Basis for, the Proposed Rule
Exchange. All comments received will
Change
be posted without change; the
In its filing with the Commission, the
Commission does not edit personal
self-regulatory organization included
identifying information from
statements concerning the purpose of,
submissions. You should submit only
and basis for, the proposed rule change
information that you wish to make
and discussed any comments it received
available publicly. All submissions
should refer to File Number SR–Phlx–
9 17 CFR 200.30–3(a)(12).
2010–158 and should be submitted on
1 15 U.S.C. 78s(b)(1).
or before December 15, 2010.
2 17 CFR 240.19b–4.
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71773
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in Sections A, B and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Expansion of Delta-Based Equity Hedge
Exemption
On February 5, 2008,3 the Exchange
submitted a proposed rule change with
the Commission establishing an
exemption from equity options position
and exercise limits for positions held by
Exchange OTP Holders, OTP Firms, and
certain of their affiliates, that are ‘‘delta
neutral’’ 4 under a ‘‘permitted pricing
model,’’ 5 subject to certain conditions
(‘‘Exemption’’). The Exchange is
proposing to amend certain of its rules
to expand its exemption from equity
options position and exercise limits and
adopt a delta hedging exemption from
certain index options position limits.6
The ‘‘options contract equivalent of
the net delta’’ of a hedged equity option
position is subject to the position limits
under Rule 6.8, subject to the
availability of other exemptions.7
3 See Securities Exchange Act Release No. 57358
(February 20, 2008), 73 FR 11173 (February 29,
2008) (SR–NYSEArca–2008–17).
4 The term ‘‘delta neutral’’ is defined in Rule 6.8,
Commentary .07(iii)(a) as referring to an equity
option position that is hedged, in accordance with
a permitted pricing model, by a position in the
underlying security or one or more instruments
relating to the underlying security, for the purpose
of offsetting the risk that the value of the option
position will change with incremental changes in
the price of the security underlying the option
position.
5 Permitted pricing model is defined in Rule 6.8,
Commentary .07(iii)(c).
6 The amendments proposed herein are similar to
changes approved for the Chicago Board Options
Exchange (‘‘CBOE’’). See Securities Exchange Act
Release No. 62190 (May 27, 2010), 75 FR 31826
(June 4, 2010) (SR–CBOE–2010–021). See also
Securities Exchange Act Release No. 56970
(December 14, 2007), 72 FR 72428 (December 20,
2007) (SR–CBOE–2007–099). The exemption was
extended to certain customers whose accounts are
carried by a member. See Securities Exchange Act
Release No. 60555 (August 21, 2009), 74 FR 43741
(August 27, 2009) (SR–CBOE–2009–039). This
proposed rule filing is being done pursuant to an
industry-wide initiative, under the auspices of the
Intermarket Surveillance Group (‘‘ISG’’), to establish
comparable delta-hedge exemption rules among
exchanges.
7 The term ‘‘options contract equivalent of the net
delta’’ is defined in Rule 6.8, Commentary .07(iii)(b)
as the net delta divided by the number of shares
underlying the option contract. The term ‘‘net delta’’
is defined in the same rule to mean, at any time,
the number of shares (either long or short) required
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Continued
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Agencies
[Federal Register Volume 75, Number 226 (Wednesday, November 24, 2010)]
[Notices]
[Pages 71771-71773]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-29594]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63339; File No. SR-Phlx-2010-158]
Self-Regulatory Organizations; Notice of Filing of Proposed Rule
Change by NASDAQ OMX PHLX, Inc. Relating to a $5 Strike Price Program
November 18, 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 12, 2010, NASDAQ OMX PHLX LLC (``Phlx'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``Commission'') the proposed rule change as described in Items I, II,
and III, below, which Items have been prepared by the Exchange. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Commentary .05 to Exchange Rule
1012, Series of Options Open for Trading, specifically Commentary
.05(c) to allow the Exchange to list and trade series in intervals of
$5 or greater where the strike price is more than $200 in up to five
(5) option classes on individual stocks.
The text of the proposed rule change is available on the Exchange's
Web site at https://www.nasdaqtrader.com/micro.aspx?id=PHLXRulefilings,
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 Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
[[Page 71772]]
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to modify Commentary
.05 to Exchange Rule 1012 to allow the Exchange to list and trade
series in intervals of $5 or greater where the strike price is more
than $200 in up to five (5) option classes on individual stocks (``$5
Strike Price Program'') to provide investors and traders additional
opportunities and strategies to hedge high priced securities.
Currently, Exchange Rule 1012 at Commentary .05 permits strike
price intervals of $10 or greater where the strike price is $200 or
more,\3\ except the Exchange may select up to 46 options classes on
individual stocks for which the interval of strike prices will be $2.50
where the strike price is greater than $25 but less than $50 (the
``$2.50 Strike Price Program''). In addition to those options selected
by the Exchange, the strike price interval may be $2.50 in any
multiply-traded option once another exchange trading that option
selects such option.\4\
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\3\ Commentary .05 also permits strike price intervals of $5.00
or greater where the strike price is greater than $25 but less than
$200; and $2.50 or greater where the strike price is $25 or less.
\4\ Initially adopted in 1995 as a pilot program, the pilot
$2.50 Strike Price Program allowed options exchanges to list options
with $2.50 strike price intervals for options trading at strike
prices greater than $25 but less than $50 on a total of up to 100
option classes. See Securities Exchange Act Release No. 35993 (July
19, 1995), 60 FR 38073 (July 25, 1995) (SR-Phlx-95-08). In 1998, the
pilot program was permanently approved and expanded to allow the
options exchanges to select up to 200 option classes for the $2.50
Strike Price Program. See Securities Exchange Act Release No. 40662
(November 12, 1998), 63 FR 64297 (November 19, 1998) (SR-Phlx-98-
26). Of the 200 options classes eligible for the $2.50 Strike Price
Program, 46 have been allocated to Phlx. With the expansion of the
$2.50 Strike Price Program to options with strike prices below $75,
for example, if an option class has been selected as part of the
$2.50 Strike Price Program, and the underlying stock closed at
$48.50 in its primary market, the Exchange may list options with
strike prices of $52.50 and $57.50 on the next business day; and if
an underlying security closed at $54, the Exchange may list options
with strike prices of $52.50, $57.50, and $62.50 on the next
business day. Moreover, an option class remains in the $2.50 Strike
Price Program until the Exchange otherwise designates and sends a
decertification notice to the Options Clearing Corporation. See
Securities Exchange Act Release No. 55338 (February 23, 2007), 72 FR
9371 (March 1, 2007) (SR-Phlx-2007-04).
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The Exchange is proposing to add the proposed $5 Strike Price
Program as an exception to the $10 or greater program in addition to
the $2.50 Strike Price Program. The proposal would allow the Exchange
to list series in intervals of $5 or greater where the strike price is
more than $200 in up to five (5) option classes on individual stocks.
The Exchange believes the $5 Strike Price Program would offer
investors a greater selection of strike prices at a lower cost. For
example, if an investor wanted to purchase an option with an expiration
of approximately one month, a $5 strike interval could offer a wider
choice of strike prices, which may result in reduced outlays in order
to purchase the option. By way of illustration, using Google, Inc.
(``GOOG'') as an example, if GOOG would trade at $610 \5\ with
approximately one month remaining until expiration, the front month
(one month remaining) at-the-money call option (the 610 strike) would
trade at approximately $17.50 and the next highest available strike
(the 620 strike) would trade at approximately $13.00. By offering a 615
strike an investor would be able to trade a GOOG front month call
option at approximately $15.25, thus providing an additional choice at
a different price point.
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\5\ The prices listed in this example are assumptions and not
based on actual prices. The assumptions are made for illustrative
purposes only using the stock price as a hypothetical.
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Similarly, if an investor wanted to hedge exposure to an underlying
stock position by selling call options, the investor may chose an
option term with two months remaining until expiration. An additional
$5 strike interval could offer additional and varying yields to the
investor. For example if Apple, Inc. (``AAPL'') would trade at $310 \6\
with approximately two months remaining until expiration, the second
month (two months remaining) at-the-money call option (the 310 strike)
would trade at approximately $14.50 and the next highest available
strike (the 320) strike would trade at $9.90. The 310 strike would
yield a return of 4.67% and the 320 strike would yield a return of
3.20%. If the 315 strike were available, that series would be priced at
approximately $12.20 (a yield of 3.93%) and would minimize the risk of
having the underlying stock called away at expiration.
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\6\ Id.
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With regard to the impact of this proposal on system capacity, the
Exchange has analyzed its capacity and represents that it and the
Options Price Reporting Authority have the necessary systems capacity
to handle the potential additional traffic associated with the listing
and trading of classes on individual stocks $5 Strike Price Program.
The proposed $5 Strike Price Program would provide investors
increased opportunities to improve returns and manage risk in the
trading of equity options that overlie high priced stocks. In addition,
the proposed $5 Strike Price Program would allow investors to establish
equity options positions that are better tailored to meet their
investment, trading and risk management requirements.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \7\ in general, and furthers the objectives of Section
6(b)(5) of the Act \8\ 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 the $5 Strike Price Program proposal would
provide the investing public and other market participants increased
opportunities because a $5 series in high priced stocks would provide
market participants additional opportunities to hedge high priced
securities. This would allow investors to better manage their risk
exposure. Moreover, the Exchange believes the proposed $5 Strike Price
Program would benefit investors by giving them more flexibility to
closely tailor their investment decisions in a greater number of
securities.
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\7\ 15 U.S.C. 78f(b).
\8\ 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
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the Exchange consents, the Commission shall: (a) By order approve
or disapprove such proposed rule change, or (b) institute proceedings
[[Page 71773]]
to determine whether the proposed rule change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-Phlx-2010-158 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-Phlx-2010-158. 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-Phlx-2010-158 and should be
submitted on or before December 15, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\9\
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\9\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-29594 Filed 11-23-10; 8:45 am]
BILLING CODE 8011-01-P