Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Quality Opening Markets, 12191-12193 [2011-4897]
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Federal Register / Vol. 76, No. 43 / Friday, March 4, 2011 / Notices
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
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:
jlentini on DSKJ8SOYB1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–Phlx–2011–13 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–2011–13. 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
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19:16 Mar 03, 2011
Jkt 223001
information that you wish to make
available publicly.
All submissions should refer to File
Number SR–Phlx–2011–13 and should
be submitted on or before March 25,
2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.68
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–4898 Filed 3–3–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63979; File No. SR–Phlx–
2011–21]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
Quality Opening Markets
February 25, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 2 thereunder,
notice is hereby given that, on February
16, 2011, 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 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, pursuant to Section
19(b)(1) of the Act 3 and Rule 19b–4
thereunder,4 proposes to amend Rule
1017, Openings in Options, to reflect a
system change under which the PHLX
XL® automated options trading system 5
will initiate an opening ‘‘imbalance
process’’ during the opening of trading
in an option series when: (i) No other
U.S. options exchange has opened the
68 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)(1).
4 17 CFR 240.19b–4.
5 This proposal refers to ‘‘PHLX XL’’ as the
Exchange’s automated options trading system. In
May, 2009 the Exchange enhanced the system and
adopted corresponding rules referring to the system
as ‘‘Phlx XL II.’’ See Securities Exchange Act Release
No. 59995 (May 28, 2009), 74 FR 26750 (June 3,
2009) (SR–Phlx–2009–32). The Exchange intends to
submit a separate technical proposed rule change
that would change all references to the system from
‘‘Phlx XL II’’ to ‘‘PHLX XL’’ for branding purposes.
1 15
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12191
affected series for trading, and (ii) there
is not a ‘‘quality opening market’’ (as
defined below) present on the Exchange
in such option series.
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, 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.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to improve the quality of
executions that take place on the
Exchange during the Opening Process
when no other market center is open for
trading in the affected series, by
amending Exchange Rule 1017.
Specifically, the Exchange’s PHLX XL
system will initiate an imbalance
process when marketable opening
orders on the Exchange could be
executed against valid width quotes
(defined in Exchange Rule 1014) 6 but
there is not a ‘‘quality opening market’’
6 A ‘‘valid width quote’’ for options on equities
and index options means bidding and/or offering so
as to create differences of no more than $.25
between the bid and the offer for each option
contract for which the prevailing bid is less than $2;
no more than $.40 where the prevailing bid is $2
or more but less than $5; no more than $.50 where
the prevailing bid is $5 or more but less than $10;
no more than $.80 where the prevailing bid is $10
or more but less than $20; and no more than $1
where the prevailing bid is $20 or more, provided
that, in the case of equity options, the bid/ask
differentials stated above shall not apply to in-themoney series where the market for the underlying
security is wider than the differentials set forth
above. For such series, the bid/ask differentials may
be as wide as the quotation for the underlying
security on the primary market, or its decimal
equivalent rounded up to the nearest minimum
increment. The Exchange may establish differences
other than the above for one or more series or
classes of options. See Exchange Rule
1014(c)(i)(A)(1)(a).
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Federal Register / Vol. 76, No. 43 / Friday, March 4, 2011 / Notices
(as set forth in a table posted on the
Exchange’s Web site).
jlentini on DSKJ8SOYB1PROD with NOTICES
Quality Opening Market
A ‘‘quality opening market ’’ is a bid
and offer on the Exchange comprised of
the highest bid of all valid width
opening quotes on the Exchange and the
lowest offer of all valid width opening
quotes on the Exchange, with a specific
bid/ask differential that is narrower than
the bid/ask differential of a valid width
quote.
A quality opening market is
calculated by determining the bid/ask
differential of the best available bid and
the best available offer on the Exchange.
If such bid/ask differential is equal to or
less than a specific range as defined in
a table published by the Exchange, the
available top of book quotation is
considered to be a ‘‘quality opening
market’’.
For example, currently for options
priced under $2.00, a valid width quote
is defined as a quote with a bid/ask
differential that is not greater than
$0.25. Assume at the opening on the
Exchange, the Exchange’s market is
$0.00 bid, $0.25 offer for 500 contracts
in an option that is quoted and traded
in increments of $0.01 (a ‘‘penny pilot
option’’). Despite having a ‘‘valid width’’
quote on the Exchange, a market or
marketable limit order to buy with equal
or smaller size than the valid width
quote size would be executed against
the valid width quote offer of $0.25 if
there were no other options markets
open for trading in the affected series.7
An execution of $0.25 in a penny pilot
option that is normally quoted with, for
example, a $0.03 or $0.04 bid/ask
differential, may be considered
unacceptable. The Exchange has
experienced situations where, following
such an execution, additional PHLX
market participants submit quotes in the
affected series at a significantly better
level than the opening price. This result
is unacceptable to both the Exchange
and its customers. The Exchange
believes that the ‘‘quality opening
market’’ requirement should reduce, the
number of occurrences of, or preclude,
this result, especially in the case of outof-the-money options series and
relatively illiquid options.
Another example of the result the
proposed rule change addresses
concerns options having up to thirtynine months from the time they are
7 If
there are other options markets open for
trading in the affected series, the Exchange would
route the order to better-priced away markets
following a one-second ‘‘Route Timer.’’ See, e.g.,
Exchange Rule 1017(l)(iv)(B).
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listed until expiration.8 Strike price
interval, bid/ask differential and
continuity rules do not apply to such
options series until the time to
expiration is less than nine months.9
Options series with expirations of nine
months or more may be quoted with any
bid/ask differential. Assume at the
opening on the Exchange, the
Exchange’s market in such an option
series is $0.00 bid, $5.00 offer for 50
contracts. A market or marketable limit
order to buy with a size of 50 or fewer
contracts would execute at $5.00, absent
an imbalance process seeking a ‘‘quality
opening market’’ on the Exchange.
In order to ensure quality opening
executions in this circumstance,
proposed Rule 1017(l)(v)(B) would state
that, if there is no imbalance, and (1) no
other U.S. options exchange has opened
the affected series for trading, and (2)
there is no ‘‘quality opening market’’ (as
defined in a table to be determined by
the Exchange and published on the
Exchange’s Web site), present on the
Exchange in such option series, the
PHLX XL system will begin the
imbalance process 10 in order to seek
additional valid width quotes that result
in a ‘‘quality opening market’’ on the
Exchange. During the imbalance
process, the Exchange broadcasts
‘‘Imbalance Notices’’ seeking fresh
quotations from participants at up to
3-second intervals.11
In this situation, the PHLX XL system
will execute contra-side interest when
either: (i) A ‘‘quality opening market ’’ is
present on the Exchange, (ii) another
options exchange opens for trading in
the affected series, or (iii) the imbalance
process is complete. Once a ‘‘quality
opening market’’ is present on the
Exchange, or another options exchange
opens for trading in the affected series,
the imbalance process will be
terminated and the contra-side
marketable order interest will be
executed in accordance with Exchange
Rule 1017.
If no ‘‘quality opening market’’ is
present during the imbalance process,
and no other options exchange has
opened for trading in the affected series
during the imbalance process, contraside marketable order interest will be
executed against valid width quotes
present on the Exchange in accordance
8 Such options are referred to as Long Term
Equity AnticiPation Securities (‘‘LEAPS’’).
9 See Exchange Rule 1012, Commentary .03.
10 Although there is not a true ‘‘imbalance’’ in this
situation, the Exchange believes that the imbalance
process is the most efficient way to communicate
to participants that it is seeking fresh quotations
that would result in a quality opening market on the
Exchange.
11 See current Exchange Rule 1017(l)(v).
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with Exchange Rule 1017 upon the
termination of the imbalance process.12
The Exchange believes that, if no
‘‘quality opening market’’ is present
during the imbalance process (and no
other options exchange has opened for
trading in the affected series), the valid
width quote is the best opening price
and therefore it is appropriate to execute
at the valid width quote price.
The Exchange also proposes technical
re-numbering changes to Rule 1017 to
address proposed new Rule 1017(l)(v).
The Exchange believes that this
proposal to ‘‘force’’ an imbalance process
when there are no other markets open
for trading in the affected series, and
there is no ‘‘quality opening market’’
present on the Exchange, will enhance
the opening price discovery process and
encourage participants to submit high
quality quotes at the opening of trading.
This in turn should enhance the quality
of executions at the opening of trading
on the Exchange, all to the benefit of the
investing public. The Exchange further
believes that the proposal will promote
increased customer confidence in the
PHLX opening process, and should
attract more opening order flow to the
Exchange.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 13 in general, and furthers the
objectives of Section 6(b)(5) of the Act 14
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.
Specifically, the Exchange believes that
the proposal benefits customers by
improving prices and market efficiency
at the opening of trading.
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.
12 The PHLX XL system may repeat the imbalance
process up to three times (as established by the
Exchange). See current Exchange Rule
1017(l)(v)(C)(6).
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(5).
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jlentini on DSKJ8SOYB1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A) 15 of
the Act and Rule 19b–4(f)(6) 16
thereunder, the Exchange has
designated this proposal as one that
effects a change that: (i) Does not
significantly affect the protection of
investors or the public interest; (ii) does
not impose any significant burden on
competition; and (iii) by its terms, does
not become operative for 30 days after
the date of the filing, or such shorter
time as the Commission may designate
if consistent with the protection of
investors and the public interest.
Rule 19b–4(f)(6) requires a selfregulatory organization to give 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 Exchange has satisfied
this requirement.
The Exchange notes that the instant
proposal to establish a ‘‘quality opening
market’’ and to publish a table of
acceptable opening bid/ask differentials
on its Web site is substantially similar
to its previously approved proposed
rule change to establish an Opening
Quote Range and an Acceptable Quote
Range, and to publish those ranges in a
table on its Web site.17 The Opening
Quote Range and the Acceptable Quote
Range substantially track the quality
opening market standard. Furthermore,
because the table that describes the bid/
ask differential required for a quality
opening market is intended to be
dynamic and subject to market
conditions, the Exchange believes that it
is appropriate to display the table on its
Web site, just as it does with the
Opening Quote Range and the
Acceptable Quote Range.
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. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
15 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
17 See Securities Exchange Act Release No. 59995
(May 28, 2009), 74 FR 26750 (June 3, 2009) (SR–
Phlx–2009–32).
16 17
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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:
12193
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–4897 Filed 3–3–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–Phlx–2011–21 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.
[Release No. 34–63978; File No. SR–Phlx–
2011–25]
Self-Regulatory Organizations;
NASDAQ OMX PHLX; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Adopt New
Rule 3303 To Implement the
Amendments to Regulation SHO
February 25, 2011.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 2 thereunder,
notice is hereby given that on February
18, 2011, The NASDAQ OMX PHLX
All submissions should refer to File
LLC (‘‘PSX’’ or ‘‘Exchange’’) filed with
Number SR–Phlx–2011–21. This file
the Securities and Exchange
number should be included on the
subject line if e-mail is used. To help the Commission (‘‘SEC’’ or ‘‘Commission’’)
the proposed rule change as described
Commission process and review your
in Items I and II below, which Items
comments more efficiently, please use
only one method. The Commission will have been substantially prepared by the
post all comments on the Commission’s Exchange. 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, pursuant to Section
communications relating to the
19(b)(1) of the Act 3 and Rule 19b–4 4
proposed rule change between the
thereunder, proposes to adopt new Rule
Commission and any person, other than
3303 as a written policy or procedure to
those that may be withheld from the
implement the amendments to Rules
public in accordance with the
200(g) and 201 of Regulation SHO.5
provisions of 5 U.S.C. 552, will be
The text of the proposed rule change
available for Web site viewing and
is available on the Exchange’s Web site
printing in the Commission’s Public
at https://
Reference Room, 100 F Street, NE.,
nasdaqomxphlx.cchwallstreet.com/
Washington, DC 20549, on official
NASDAQOMXPHLX/Filings/, at the
business days between the hours of 10
principal office of the Exchange, and at
a.m. and 3 p.m. Copies of the filing also the Commission’s Public Reference
will be available for inspection and
Room.
copying at the principal office of the
Exchange. All comments received will
1 15 U.S.C. 78s(b)(1).
be posted without change; the
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(1).
Commission does not edit personal
4 17 CFR 240.19b–4.
identifying information from
5 17 CFR 242.200(g); 17 CFR 242.201. See
submissions. You should submit only
Securities Exchange Act Release No. 61595 (Feb. 26,
information that you wish to make
2010), 75 FR 11232 (Mar. 10, 2010) (amending
available publicly. All submissions
Rules 201 and 200 of Regulation SHO to adopt a
should refer to File Number SR–Phlx–
short sale price test restriction and ‘‘short exempt’’
2011–21 and should be submitted on or marking requirement). See also Securities Exchange
Act Release No. 63247 (Nov. 4, 2010), 75 FR 68702
before March 25, 2011.
18 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00181
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(Nov. 9, 2010) (extending the compliance date of
the amendments to Rules 201 and 200 of Regulation
SHO until February 28, 2011).
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Agencies
[Federal Register Volume 76, Number 43 (Friday, March 4, 2011)]
[Notices]
[Pages 12191-12193]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-4897]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63979; File No. SR-Phlx-2011-21]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
Quality Opening Markets
February 25, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 \2\ thereunder, notice is hereby given
that, on February 16, 2011, 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 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, pursuant to Section 19(b)(1) of the Act \3\ and Rule
19b-4 thereunder,\4\ proposes to amend Rule 1017, Openings in Options,
to reflect a system change under which the PHLX XL[supreg] automated
options trading system \5\ will initiate an opening ``imbalance
process'' during the opening of trading in an option series when: (i)
No other U.S. options exchange has opened the affected series for
trading, and (ii) there is not a ``quality opening market'' (as defined
below) present on the Exchange in such option series.
---------------------------------------------------------------------------
\3\ 15 U.S.C. 78s(b)(1).
\4\ 17 CFR 240.19b-4.
\5\ This proposal refers to ``PHLX XL'' as the Exchange's
automated options trading system. In May, 2009 the Exchange enhanced
the system and adopted corresponding rules referring to the system
as ``Phlx XL II.'' See Securities Exchange Act Release No. 59995
(May 28, 2009), 74 FR 26750 (June 3, 2009) (SR-Phlx-2009-32). The
Exchange intends to submit a separate technical proposed rule change
that would change all references to the system from ``Phlx XL II''
to ``PHLX XL'' for branding purposes.
---------------------------------------------------------------------------
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, 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.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to improve the quality
of executions that take place on the Exchange during the Opening
Process when no other market center is open for trading in the affected
series, by amending Exchange Rule 1017. Specifically, the Exchange's
PHLX XL system will initiate an imbalance process when marketable
opening orders on the Exchange could be executed against valid width
quotes (defined in Exchange Rule 1014) \6\ but there is not a ``quality
opening market''
[[Page 12192]]
(as set forth in a table posted on the Exchange's Web site).
---------------------------------------------------------------------------
\6\ A ``valid width quote'' for options on equities and index
options means bidding and/or offering so as to create differences of
no more than $.25 between the bid and the offer for each option
contract for which the prevailing bid is less than $2; no more than
$.40 where the prevailing bid is $2 or more but less than $5; no
more than $.50 where the prevailing bid is $5 or more but less than
$10; no more than $.80 where the prevailing bid is $10 or more but
less than $20; and no more than $1 where the prevailing bid is $20
or more, provided that, in the case of equity options, the bid/ask
differentials stated above shall not apply to in-the-money series
where the market for the underlying security is wider than the
differentials set forth above. For such series, the bid/ask
differentials may be as wide as the quotation for the underlying
security on the primary market, or its decimal equivalent rounded up
to the nearest minimum increment. The Exchange may establish
differences other than the above for one or more series or classes
of options. See Exchange Rule 1014(c)(i)(A)(1)(a).
---------------------------------------------------------------------------
Quality Opening Market
A ``quality opening market '' is a bid and offer on the Exchange
comprised of the highest bid of all valid width opening quotes on the
Exchange and the lowest offer of all valid width opening quotes on the
Exchange, with a specific bid/ask differential that is narrower than
the bid/ask differential of a valid width quote.
A quality opening market is calculated by determining the bid/ask
differential of the best available bid and the best available offer on
the Exchange. If such bid/ask differential is equal to or less than a
specific range as defined in a table published by the Exchange, the
available top of book quotation is considered to be a ``quality opening
market''.
For example, currently for options priced under $2.00, a valid
width quote is defined as a quote with a bid/ask differential that is
not greater than $0.25. Assume at the opening on the Exchange, the
Exchange's market is $0.00 bid, $0.25 offer for 500 contracts in an
option that is quoted and traded in increments of $0.01 (a ``penny
pilot option''). Despite having a ``valid width'' quote on the
Exchange, a market or marketable limit order to buy with equal or
smaller size than the valid width quote size would be executed against
the valid width quote offer of $0.25 if there were no other options
markets open for trading in the affected series.\7\ An execution of
$0.25 in a penny pilot option that is normally quoted with, for
example, a $0.03 or $0.04 bid/ask differential, may be considered
unacceptable. The Exchange has experienced situations where, following
such an execution, additional PHLX market participants submit quotes in
the affected series at a significantly better level than the opening
price. This result is unacceptable to both the Exchange and its
customers. The Exchange believes that the ``quality opening market''
requirement should reduce, the number of occurrences of, or preclude,
this result, especially in the case of out-of-the-money options series
and relatively illiquid options.
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\7\ If there are other options markets open for trading in the
affected series, the Exchange would route the order to better-priced
away markets following a one-second ``Route Timer.'' See, e.g.,
Exchange Rule 1017(l)(iv)(B).
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Another example of the result the proposed rule change addresses
concerns options having up to thirty-nine months from the time they are
listed until expiration.\8\ Strike price interval, bid/ask differential
and continuity rules do not apply to such options series until the time
to expiration is less than nine months.\9\ Options series with
expirations of nine months or more may be quoted with any bid/ask
differential. Assume at the opening on the Exchange, the Exchange's
market in such an option series is $0.00 bid, $5.00 offer for 50
contracts. A market or marketable limit order to buy with a size of 50
or fewer contracts would execute at $5.00, absent an imbalance process
seeking a ``quality opening market'' on the Exchange.
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\8\ Such options are referred to as Long Term Equity
AnticiPation Securities (``LEAPS'').
\9\ See Exchange Rule 1012, Commentary .03.
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In order to ensure quality opening executions in this circumstance,
proposed Rule 1017(l)(v)(B) would state that, if there is no imbalance,
and (1) no other U.S. options exchange has opened the affected series
for trading, and (2) there is no ``quality opening market'' (as defined
in a table to be determined by the Exchange and published on the
Exchange's Web site), present on the Exchange in such option series,
the PHLX XL system will begin the imbalance process \10\ in order to
seek additional valid width quotes that result in a ``quality opening
market'' on the Exchange. During the imbalance process, the Exchange
broadcasts ``Imbalance Notices'' seeking fresh quotations from
participants at up to 3-second intervals.\11\
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\10\ Although there is not a true ``imbalance'' in this
situation, the Exchange believes that the imbalance process is the
most efficient way to communicate to participants that it is seeking
fresh quotations that would result in a quality opening market on
the Exchange.
\11\ See current Exchange Rule 1017(l)(v).
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In this situation, the PHLX XL system will execute contra-side
interest when either: (i) A ``quality opening market '' is present on
the Exchange, (ii) another options exchange opens for trading in the
affected series, or (iii) the imbalance process is complete. Once a
``quality opening market'' is present on the Exchange, or another
options exchange opens for trading in the affected series, the
imbalance process will be terminated and the contra-side marketable
order interest will be executed in accordance with Exchange Rule 1017.
If no ``quality opening market'' is present during the imbalance
process, and no other options exchange has opened for trading in the
affected series during the imbalance process, contra-side marketable
order interest will be executed against valid width quotes present on
the Exchange in accordance with Exchange Rule 1017 upon the termination
of the imbalance process.\12\ The Exchange believes that, if no
``quality opening market'' is present during the imbalance process (and
no other options exchange has opened for trading in the affected
series), the valid width quote is the best opening price and therefore
it is appropriate to execute at the valid width quote price.
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\12\ The PHLX XL system may repeat the imbalance process up to
three times (as established by the Exchange). See current Exchange
Rule 1017(l)(v)(C)(6).
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The Exchange also proposes technical re-numbering changes to Rule
1017 to address proposed new Rule 1017(l)(v).
The Exchange believes that this proposal to ``force'' an imbalance
process when there are no other markets open for trading in the
affected series, and there is no ``quality opening market'' present on
the Exchange, will enhance the opening price discovery process and
encourage participants to submit high quality quotes at the opening of
trading. This in turn should enhance the quality of executions at the
opening of trading on the Exchange, all to the benefit of the investing
public. The Exchange further believes that the proposal will promote
increased customer confidence in the PHLX opening process, and should
attract more opening order flow to the Exchange.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \13\ in general, and furthers the objectives of Section
6(b)(5) of the Act \14\ 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. Specifically, the Exchange believes that the proposal
benefits customers by improving prices and market efficiency at the
opening of trading.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
[[Page 12193]]
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A) \15\ of the Act and Rule 19b-
4(f)(6) \16\ thereunder, the Exchange has designated this proposal as
one that effects a change that: (i) Does not significantly affect the
protection of investors or the public interest; (ii) does not impose
any significant burden on competition; and (iii) by its terms, does not
become operative for 30 days after the date of the filing, or such
shorter time as the Commission may designate if consistent with the
protection of investors and the public interest.
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f)(6).
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Rule 19b-4(f)(6) requires a self-regulatory organization to give
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 Exchange has satisfied this requirement.
The Exchange notes that the instant proposal to establish a
``quality opening market'' and to publish a table of acceptable opening
bid/ask differentials on its Web site is substantially similar to its
previously approved proposed rule change to establish an Opening Quote
Range and an Acceptable Quote Range, and to publish those ranges in a
table on its Web site.\17\ The Opening Quote Range and the Acceptable
Quote Range substantially track the quality opening market standard.
Furthermore, because the table that describes the bid/ask differential
required for a quality opening market is intended to be dynamic and
subject to market conditions, the Exchange believes that it is
appropriate to display the table on its Web site, just as it does with
the Opening Quote Range and the Acceptable Quote Range.
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\17\ See Securities Exchange Act Release No. 59995 (May 28,
2009), 74 FR 26750 (June 3, 2009) (SR-Phlx-2009-32).
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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. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or 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-2011-21 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-2011-21. 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-2011-21 and should be
submitted on or before March 25, 2011.
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\18\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-4897 Filed 3-3-11; 8:45 am]
BILLING CODE 8011-01-P