Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX LLC To Permit the Listing of Series With $0.50 and $1 Strike Price Increments on Certain Options Used To Calculate Volatility Indexes, 33387-33388 [2011-14079]
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Federal Register / Vol. 76, No. 110 / Wednesday, June 8, 2011 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64589; File No. SR–Phlx–
2011–74]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by NASDAQ
OMX PHLX LLC To Permit the Listing
of Series With $0.50 and $1 Strike Price
Increments on Certain Options Used
To Calculate Volatility Indexes
June 2, 2011.
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 May 25,
2011, NASDAQ OMX PHLX LLC (the
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Exchange has
designated the proposed rule change as
constituting a non-controversial rule
change under Rule 19b–4(f)(6) under the
Act,3 which renders the proposal
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
sroberts on DSK5SPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing with the
Commission a proposal to permit the
listing of strike prices in $0.50 intervals
where the strike price is less than $75,
and of strike prices in $1.00 intervals
where the strike price is between $75
and $150 for option series used to
calculate volatility indexes.
The Exchange requests that the
Commission waive the 30-day operative
delay period contained in Exchange Act
Rule 19b–4(f)(6)(iii).4
The text of the proposed rule change
is available at the Exchange’s principal
office, at https://nasdaqomxphlx.
cchwallstreet.com/NASDAQOMXPHLX/
Filings/, the Commission’s Public
Reference Room, and at the
Commission’s Web site at https://
www.sec.gov.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
4 17 CFR 240.19b–4(f)(6)(iii).
2 17
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33387
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
listed product as the basis of a volatility
index, proposed Commentary .12 would
permit the Exchange to list and compete
in all series listed by the CBOE or
another Exchange for purposes of
calculating a volatility index.
The Exchange has analyzed its
capacity and represents that it believes
the Exchange and the Options Price
Reporting Authority (OPRA) have the
necessary systems capacity to handle
the additional traffic associated with the
listing of strike prices in $0.50 intervals
where the strike price is less than $75,
and strike prices in $1.00 intervals
where the strike price is between $75
and $150 for option series used to
calculate volatility indexes in securities
selected by the CBOE or another
exchange.
1. Purpose
2. Statutory Basis
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.
The purpose of this proposed rule
change is to add new Commentary .12
to Rule 1012 to permit the listing of
strike prices in $0.50 intervals where
the strike price is less than $75, and of
strike prices in $1.00 intervals where
the strike price is between $75 and $150
for option series used to calculate
volatility indexes.
The proposal is based on a recently
approved rule change by the Chicago
Board Options Exchange (‘‘CBOE’’).5
New Commentary .12 will permit the
listing of strike prices in $0.50 intervals
and $1.00 intervals within specified
strike price ranges for option series used
to calculate volatility indexes. Volatility
indexes are calculated and disseminated
by the CBOE, which also lists options
on the resulting index.6 At this time, the
Exchange has no intention of listing
volatility options or selecting options on
any equity securities, Exchange-Traded
Fund Shares, Trust Issued Receipts,
Exchange Traded Notes, Index-Linked
Securities, or indexes to be the basis of
a volatility index.
To the extent that the CBOE or
another exchange selects a multiply
5 See Securities Exchange Act Release No. 64189
(April 5, 2011), 76 FR 20066 (April 11, 2011) (SR–
CBOE–008) (order granting approval). Other
Exchanges have submitted similar proposals. See
also Securities Exchange Act Release No.64325
(April 22, 2011), 76 FR 23632 (April 27, 2011) (SR–
NYSEAmex–2011–26) (notice of filing and
immediate effectiveness).
6 For example, CBOE calculates the CBOE Gold
ETF Volatility Index (‘‘GVZ’’), which is based on the
VIX methodology applied to options on the SPDR
Gold Trust (‘‘GLD’’). The current filing would permit
$0.50 strike price intervals for GLD options where
the strike price is $75 or less. The Exchange is
currently permitted to list strike prices in $1
intervals for GLD options (where the strike price is
$200 or less), as well as for other exchange-traded
fund (‘‘ETF’’) options. See Rule 1012, Commentary
.05(a)(iv).
PO 00000
Frm 00197
Fmt 4703
Sfmt 4703
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
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, and to remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system, by
allowing the Exchange to offer a full
range of all available option series in a
given class, including those selected by
other exchanges to be the basis of a
volatility index.
While this proposal may potentially
generate additional quote traffic, the
Exchange does not believe that this
increased traffic will become
unmanageable since the proposal is
restricted to a limited number of classes.
Further, the Exchange does not believe
that the proposal will result in a
material proliferation of additional
series because it is restricted to a limited
number of classes.
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.
7 15
8 15
E:\FR\FM\08JNN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
08JNN1
33388
Federal Register / Vol. 76, No. 110 / Wednesday, June 8, 2011 / Notices
Electronic Comments
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
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 9 and Rule 19b–
4(f)(6) thereunder.10
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 should promote
competition by allowing the Exchange,
without undue delay, to list and trade
option series that are trading on other
options exchanges. 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:
9 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires the Exchange to give the
Commission written notice of the Exchange’s intent
to file the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Commission
has waived the five-day prefiling requirement in
this case.
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).
sroberts on DSK5SPTVN1PROD with NOTICES
10 17
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21:51 Jun 07, 2011
Jkt 223001
• 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-2011–74 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-2011–74. 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–Phlx2011–74 and should be submitted on or
before June 29, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011–14079 Filed 6–7–11; 8:45 am]
BILLING CODE 8011–01–P
12 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00198
Fmt 4703
Sfmt 4703
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–64590; File No. SR–FINRA–
2011–020]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Order Granting
Approval of a Proposed Rule Change
Relating to FINRA’s Trading Activity
Fee Rate for Transactions in Covered
Equity Securities
June 2, 2011.
I. Introduction
On April 26, 2011, the Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’) filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b-4 thereunder,2 a
proposed rule change related to FINRA’s
Trading Activity Fee (‘‘TAF’’) for
transactions in Covered Securities. The
proposed rule change was published for
comment in the Federal Register on
May 3, 2011.3 The Commission received
no comments on the proposal. This
order approves the proposed rule
change.
II. Description of the Proposal
FINRA’s proposal would amend
Section 1 of Schedule A to the FINRA
By-Laws to adjust the rate of FINRA’s
TAF for transactions in Covered
Securities that are exchange-registered
equity securities. Covered Securities are
defined in Section 1 of Schedule A to
the FINRA By-Laws as: exchangeregistered securities wherever executed
(except debt securities that are not
TRACE–Eligible Securities); OTC Equity
Securities; security futures; TRACE–
Eligible Securities (provided that the
transaction is a Reportable TRACE
Transaction); and all municipal
securities subject to Municipal
Securities Rulemaking Board reporting
requirements. The rules governing the
TAF also include a list of exempt
transactions.4 The TAF, along with the
Personnel Assessment and the Gross
Income Assessment fees, are used to
fund FINRA’s regulatory activities,
including examinations; financial
monitoring; and FINRA’s policymaking,
rulemaking, and enforcement activities.5
The current TAF rate is $0.000075 per
share for each sale of a Covered
Security, with a maximum charge of
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 64353
(April 27, 2011), 76 FR 24942 (‘‘Notice’’).
4 See FINRA By-Laws, Schedule A, § 1(b)(2).
5 See FINRA By-Laws, Schedule A, § 1(a).
2 17
E:\FR\FM\08JNN1.SGM
08JNN1
Agencies
[Federal Register Volume 76, Number 110 (Wednesday, June 8, 2011)]
[Notices]
[Pages 33387-33388]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-14079]
[[Page 33387]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-64589; File No. SR-Phlx-2011-74]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of Proposed Rule Change by NASDAQ OMX PHLX LLC To Permit
the Listing of Series With $0.50 and $1 Strike Price Increments on
Certain Options Used To Calculate Volatility Indexes
June 2, 2011.
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 May 25, 2011, NASDAQ OMX PHLX LLC (the ``Exchange'') filed
with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I and II below, which Items
have been prepared by the Exchange. The Exchange has designated the
proposed rule change as constituting a non-controversial rule change
under Rule 19b-4(f)(6) under the Act,\3\ which renders the proposal
effective upon filing with the Commission. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is filing with the Commission a proposal to permit the
listing of strike prices in $0.50 intervals where the strike price is
less than $75, and of strike prices in $1.00 intervals where the strike
price is between $75 and $150 for option series used to calculate
volatility indexes.
The Exchange requests that the Commission waive the 30-day
operative delay period contained in Exchange Act Rule 19b-
4(f)(6)(iii).\4\
---------------------------------------------------------------------------
\4\ 17 CFR 240.19b-4(f)(6)(iii).
---------------------------------------------------------------------------
The text of the proposed rule change is available at the Exchange's
principal office, at https://nasdaqomxphlx.cchwallstreet.com/NASDAQOMXPHLX/Filings/, the Commission's Public Reference Room, and at
the Commission's Web site at https://www.sec.gov.
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 this proposed rule change is to add new Commentary
.12 to Rule 1012 to permit the listing of strike prices in $0.50
intervals where the strike price is less than $75, and of strike prices
in $1.00 intervals where the strike price is between $75 and $150 for
option series used to calculate volatility indexes.
The proposal is based on a recently approved rule change by the
Chicago Board Options Exchange (``CBOE'').\5\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 64189 (April 5,
2011), 76 FR 20066 (April 11, 2011) (SR-CBOE-008) (order granting
approval). Other Exchanges have submitted similar proposals. See
also Securities Exchange Act Release No.64325 (April 22, 2011), 76
FR 23632 (April 27, 2011) (SR-NYSEAmex-2011-26) (notice of filing
and immediate effectiveness).
---------------------------------------------------------------------------
New Commentary .12 will permit the listing of strike prices in
$0.50 intervals and $1.00 intervals within specified strike price
ranges for option series used to calculate volatility indexes.
Volatility indexes are calculated and disseminated by the CBOE, which
also lists options on the resulting index.\6\ At this time, the
Exchange has no intention of listing volatility options or selecting
options on any equity securities, Exchange-Traded Fund Shares, Trust
Issued Receipts, Exchange Traded Notes, Index-Linked Securities, or
indexes to be the basis of a volatility index.
---------------------------------------------------------------------------
\6\ For example, CBOE calculates the CBOE Gold ETF Volatility
Index (``GVZ''), which is based on the VIX methodology applied to
options on the SPDR Gold Trust (``GLD''). The current filing would
permit $0.50 strike price intervals for GLD options where the strike
price is $75 or less. The Exchange is currently permitted to list
strike prices in $1 intervals for GLD options (where the strike
price is $200 or less), as well as for other exchange-traded fund
(``ETF'') options. See Rule 1012, Commentary .05(a)(iv).
---------------------------------------------------------------------------
To the extent that the CBOE or another exchange selects a multiply
listed product as the basis of a volatility index, proposed Commentary
.12 would permit the Exchange to list and compete in all series listed
by the CBOE or another Exchange for purposes of calculating a
volatility index.
The Exchange has analyzed its capacity and represents that it
believes the Exchange and the Options Price Reporting Authority (OPRA)
have the necessary systems capacity to handle the additional traffic
associated with the listing of strike prices in $0.50 intervals where
the strike price is less than $75, and strike prices in $1.00 intervals
where the strike price is between $75 and $150 for option series used
to calculate volatility indexes in securities selected by the CBOE or
another exchange.
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 prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in facilitating transactions in securities, and to
remove impediments to and perfect the mechanisms of a free and open
market and a national market system, by allowing the Exchange to offer
a full range of all available option series in a given class, including
those selected by other exchanges to be the basis of a volatility
index.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
While this proposal may potentially generate additional quote
traffic, the Exchange does not believe that this increased traffic will
become unmanageable since the proposal is restricted to a limited
number of classes. Further, the Exchange does not believe that the
proposal will result in a material proliferation of additional series
because it is restricted to a limited number of classes.
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.
[[Page 33388]]
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
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 \9\ and Rule 19b-
4(f)(6) thereunder.\10\
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78s(b)(3)(A).
\10\ 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.
---------------------------------------------------------------------------
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 should promote competition by allowing
the Exchange, without undue delay, to list and trade option series that
are trading on other options exchanges. Therefore, the Commission
designates the proposal operative upon filing.\11\
---------------------------------------------------------------------------
\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-Phlx-2011-74 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-2011-74. 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-2011-74 and should be
submitted on or before June 29, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
---------------------------------------------------------------------------
\12\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Cathy H. Ahn,
Deputy Secretary.
[FR Doc. 2011-14079 Filed 6-7-11; 8:45 am]
BILLING CODE 8011-01-P