Self-Regulatory Organizations; International Securities Exchange, Incorporated; Notice of Proposed Rule To Simplify the $1 Strike Price Interval Program, 60574-60576 [2011-25075]
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60574
Federal Register / Vol. 76, No. 189 / Thursday, September 29, 2011 / Notices
III. Discussion
Section 17A(b)(3)(F) of the Act 13
requires, among other things, that the
rules of a clearing agency be designed to
assure the safeguarding of securities and
funds which are in the custody or
control of the clearing agency or for
which it is responsible. The
Commission believes that because the
proposed rule change creates a more
direct correlation between OCC’s
clearing fund size and potential losses
from a defined set of default scenarios,
it should better enable OCC to fulfill
this statutory obligation.
IV. Conclusion
On the basis of the foregoing, the
Commission finds that the proposal is
consistent with the requirements of the
Act and in particular with the
requirements of Section 17A of the
Act 14 and the rules and regulations
thereunder.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,15 that the
proposed rule change (File No. SR–
OCC–2011–10) be, and hereby is,
approved.16
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.17
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–25074 Filed 9–28–11; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–65384; File No. SR–ISE–
2011–59]
September 22, 2011.
tkelley on DSKG8SOYB1PROD with NOTICES
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
September 21, 2011, the International
Securities Exchange, LLC (the
‘‘Exchange’’ or the ‘‘ISE’’) filed with the
promptly withdraws from membership and closes
out or transfers its open positions.
13 15 U.S.C. 78q–1(b)(3)(F).
14 15 U.S.C. 78q–1.
15 15 U.S.C. 78s(b)(2).
16 In approving the proposed rule change, the
Commission considered the proposal’s impact on
efficiency, competition and capital formation. 15
U.S.C. 78c(f).
17 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
Jkt 223001
The Exchange proposes to amend its
rules in order to simplify the $1 Strike
Price Interval Program. The text of the
proposed rule change is available on the
Exchange’s Web site https://
www.ise.com, at the principal office of
the Exchange, 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
self-regulatory organization included
statements concerning the purpose of
and basis for the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
1. Purpose
Self-Regulatory Organizations;
International Securities Exchange,
Incorporated; Notice of Proposed Rule
To Simplify the $1 Strike Price Interval
Program
15:29 Sep 28, 2011
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
VerDate Mar<15>2010
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 Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
The Exchange proposes to amend
Supplementary Material .01 to ISE Rule
504 in order to simplify the $1 Strike
Price Interval Program (‘‘Program’’).
This filing is based on a filing
previously submitted by the Chicago
Board Options Exchange, Inc.
(‘‘CBOE’’).3
In 2003, the Commission issued an
order permitting the Exchange to
establish the Program on a pilot basis.4
At that time, the underlying stock had
to close at $20 on the previous trading
day in order to qualify for the Program.
The range of available $1 strike price
intervals was limited to a range between
$3 and $20 and no strike price was
permitted that was greater than $5 from
the underlying stock’s closing price on
3 See Securities Exchange Act Release No. 65031
(August 4, 2011) 76 FR 48935 (August 9, 2011) (SR–
CBOE–2011–040).
4 See Securities Exchange Act Release No. 48033
(June 16, 2003) 68 FR 37036 (June 20, 2003) (SR–
ISE–2003–17).
PO 00000
Frm 00128
Fmt 4703
Sfmt 4703
the previous trading day. Series in $1
strike price intervals were not permitted
within $0.50 an existing strike. In
addition, the Exchange was limited to
selecting five (5) classes and reciprocal
listing was permitted. Furthermore,
LEAPS in $1 strike price intervals were
not permitted for classes selected to
participate in the Program.
The Exchange renewed the pilot
program on a yearly basis and in 2008,
the Commission granted permanent
approval of the Program.5 At that time,
the Program was expanded to increase
the upper limit of the permissible strike
price range from $20 to $50. In addition,
the number of class selections per
exchange was increased from five (5) to
ten (10). Since the Program was made
permanent, the number of class
selections per exchange has been
increased from ten (10) classes to 55
classes 6 and subsequently increased
from 55 classes to 150 classes.7
Amendments To Simplify Non-LEAPS
Rule Text
The most recent expansion of the
Program was approved by the
Commission in early 2011 and increased
the number of $1 strike price intervals
permitted within the $1 to $50 range.8
This expansion was a proposal of
another exchange and ISE submitted its
filing for competitive reasons. This
expansion, however, has resulted in
very lengthy rule text that is
complicated and difficult to understand.
ISE believes that the proposed changes
to simplify the rule text of the Program
will benefit market participants since
the Program will be easier to understand
and will maintain the expansions made
to the Program in early 2011. Through
the current proposal, the Exchange also
hopes to make administration of the
Program easier, e.g., system
programming efforts. To simply the
rules of the Program and, as a proactive
attempt to mitigate any unintentional
listing of improper strikes, ISE is
proposing the following streamlining
amendments:
• When the price of the underlying
stock is equal to or less than $20, permit
$1 strike price intervals with an exercise
price up to 100% above and 100%
5 See Securities Exchange Act Release No. 57169
(January 18, 2008) 73 FR 4654 (January 25, 2008)
(SR–ISE–2007–110).
6 See Securities Exchange Act Release No. 59587
(March 17, 2009), 74 FR 12414 (March 24, 2009)
(SR–ISE–2009–04).
7 See Securities Exchange Act Release No. 62442
(July 2, 2010), 75 FR 39597 (July 9, 2010) (SR–ISE–
2010–64).
8 See Securities Exchange Act Release No. 63771
(January 25, 2011), 76 FR 5642 (February 1, 2011)
(SR–ISE–2011–06).
E:\FR\FM\29SEN1.SGM
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Federal Register / Vol. 76, No. 189 / Thursday, September 29, 2011 / Notices
below the price of the underlying
stock.9
Æ However, the above restriction
would not prohibit the listing of at least
five (5) strike prices above and below
the price of the underlying stock per
expiration month in an option class.10
Æ For example, if the price of the
underlying stock is $2, the Exchange
would be permitted to list the following
series: $1, $2, $3, $4, $5, $6 and $7.11
• When the price of the underlying
stock is greater than $20, permit $1
strike price intervals with an exercise
price up to 50% above and 50% below
the price of the underlying security up
to $50.12
• For the purpose of adding strikes
under the Program, the ‘‘price of the
underlying stock’’ shall be measured in
the same way as ‘‘the price of the
underlying security’’ is as set forth in
Rule 504(A)(b)(i).13
• Prohibit the listing of additional
series in $1 strike price intervals if the
underlying stock closes at or above $50
in its primary market and provide that
additional series in $1 strike price
intervals may not be added until the
underlying stock closes again below
$50.14
tkelley on DSKG8SOYB1PROD with NOTICES
Amendments To Simplify LEAPS Rule
Text
The early 2011 expansion of the
Program permitted for some limited
listing of LEAPS in $1 strike price
intervals for classes that participate in
9 See proposed new subparagraph (i) to
Supplementary Material .01(b).
10 Id.
11 Id.
12 See proposed new subparagraph (ii) to
Supplementary Material .01(b).
13 See proposed new subparagraph (iii) to
Supplementary Material .01(b). Rule 504A(b(i)
provides, ‘‘[t]he price of a security is measured by:
(1) For intra-day add-on series and next-day series
additions, the daily high and low of all prices
reported by all national securities exchanges; (2) for
new expiration months, the daily high and low of
all prices reported by all national securities
exchanges on the day the Exchange determines it
preliminary notification of new series; and (3) for
option series to be added as a result of pre-market
trading, the most recent share price reported by all
national securities exchanges between 8:45 a.m. and
9:30 a.m. (Eastern Time).’’
14 See proposed new subparagraph (iv) to
Supplementary Material .01(b). The Exchange
believes that it is important to codify this additional
series criterion because there have been conflicting
interpretations among the exchanges that have
adopted similar programs. The $50 price criterion
for additional series was intended when the
Program was originally established (as a pilot) in
2003. See Securities Exchange Act Release No.
48033 (June 16, 2003) 68 FR 37036 (June 20, 2003)
(SR–ISE–2003–17) (‘‘ISE may list an additional
expiration month provide that the underlying stock
closes below $20 on its primary market on
expiration Friday. If the underlying stock closes at
or above $20 on expiration Friday, ISE will not list
an additional month for a $1 strike series until the
stock again closes below $20.’’)
VerDate Mar<15>2010
15:29 Sep 28, 2011
Jkt 223001
the Program. The Exchange is proposing
to maintain the expansion as to LEAPS,
but simplify the language and provide
examples of the simplified rule text.
These changes are set forth
subparagraph (v) to Supplementary
Material .01(b).
For stocks in the Program, the
Exchange may list one $1 strike price
interval between each standard $5 strike
interval, with the $1 strike price interval
being $2 above the standard strike for
each interval above the price of the
underlying stock, and $2 below the
standard strike for each interval below
the price of the underlying stock (‘‘$2
wings’’). For example, if the price of the
underlying stock is $24.50, the
Exchange may list the following
standard strikes in $5 intervals: $15,
$20, $25, $30 and $35. Between these
standard $5 strikes, the Exchange may
list the following $2 wings: $18, $27 and
$32.15
In addition, the Exchange may list the
$1 strike price interval which is $2
above the standard strike just below the
underlying price at the time of listing.
In the above example, since the
standard strike just below the
underlying price ($24.50) is $20, the
Exchange may list a $22 strike. The
Exchange may add additional long-term
options series strikes as the price of the
underlying stock moves, consistent with
the OLPP.
Non-Substantive Amendments to Rule
Text
The early 2011 expansion of the
Program prohibited the listing of $2.50
strike price intervals for classes that
participate in the Program. This
prohibition applies to non-LEAP and
LEAPS. The Exchange proposes to
maintain this prohibition and codify it
in Supplementary Material .01(a)
(Program Description).
For ease of reference, the Exchange is
proposing to add the headings ‘‘Program
Description,’’ ‘‘Initial and Additional
Series’’ and ‘‘LEAPS’’ to Supplementary
Material .01.
The Exchange is proposing to more
accurately reflect the nature of the
Program and is proposing to make
stylistic changes throughout
Supplementary Material .01 by adding
the phrase ‘‘price interval.’’ Lastly, the
Exchange is making technical changes
15 The Exchange notes that a $2 wing is not
permitted between the standard $20 and $25 strikes
in the above example. This is because the $2 wings
are added based on reference to the price of the
underlying and as being between the standard
strikes above and below the price of the underlying
stock. Since the price of the underlying stock
($24.50) straddles the standard strikes of $20 and
$25, no $2 wing is permitted between these
standard strikes.
PO 00000
Frm 00129
Fmt 4703
Sfmt 4703
60575
to Supplementary Material .01, e.g.,
replacing the word ‘‘security’’ with the
word ‘‘stock.’’
The Exchange represents that it has
the necessary systems capacity to
support the increase in new options
series that will result from the proposed
streamlining changes to the Program.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
Securities Exchange Act of 1934 (the
‘‘Act’’) 16 and the rules and regulations
thereunder and, in particular, the
requirements of Section 6(b) of the
Act.17 Specifically, the Exchange
believes the proposed rule change is
consistent with the Section 6(b)(5) 18
requirements that the rules of an
exchange be designed to promote just
and equitable principles of trade, to
prevent fraudulent and manipulative
acts, to remove impediments to and to
perfect the mechanism for a free and
open market and a national market
system, and, in general, to protect
investors and the public interest. In
particular, the proposed rule change
seeks to reduce investor confusion and
to simplify the provisions of the $1
Strike Price Interval Program.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not significantly affect the
protection of investors or the public
interest, does not impose any significant
burden on competition, and, by its
terms, does not become operative for 30
days from the date on which it was
filed, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
16 15
U.S.C. 78a et seq.
U.S.C. 78f(b).
18 15 U.S.C. 78f(b)(5).
17 15
E:\FR\FM\29SEN1.SGM
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60576
Federal Register / Vol. 76, No. 189 / Thursday, September 29, 2011 / Notices
19(b)(3)(A) of the Act 19 and Rule 19b–
4(f)(6) thereunder.20
The Exchange has requested that the
Commission waive the 30-day operative
delay. The Commission believes that
waiver of the operative delay is
consistent with the protection of
investors and the public interest
because the proposal is substantially
similar to that of another exchange that
has been approved by the
Commission.21 Therefore, the
Commission designates the proposal
operative upon filing.22
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
All submissions should refer to File
Number SR–ISE–2011–59. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Copies of such filing
also will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
publicly available. All submissions
should refer to File Number SR–ISE–
2011–59 and should be submitted on or
before October 20, 2011.
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–ISE–2011–59 on the subject
line.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Elizabeth M. Murphy,
Secretary.
Paper Comments
BILLING CODE 8011–01–P
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
tkelley on DSKG8SOYB1PROD with NOTICES
19 15
U.S.C. 78s(b)(3)(A).
20 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires the Exchange to give the
Commission written notice of the Exchange’s intent
to file the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied the five-day prefiling requirement.
21 See Securities Exchange Act Release No. 65383
(September 22, 2011) (SR–CBOE–2011–040) (order
approving proposed rule changes to simplify the $1
Strike Price Interval Program).
22 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
VerDate Mar<15>2010
15:29 Sep 28, 2011
Jkt 223001
[FR Doc. 2011–25075 Filed 9–28–11; 8:45 am]
DEPARTMENT OF STATE
[Public Notice 7514]
Bureau of Educational and Cultural
Affairs Request for Grant Proposals:
Global Undergraduate Exchange
Program in Serbia and Montenegro
Announcement Type: New
Cooperative Agreement.
Funding Opportunity Number: ECA/
A/E/EUR–12–04.
Catalog of Federal Domestic
Assistance Number: 19.009.
Key Dates: Application Deadline:
November 24, 2011.
Executive Summary: The Office of
Academic Exchange Programs of the
23 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00130
Fmt 4703
Sfmt 4703
Bureau of Educational and Cultural
Affairs announces an open competition
for the administration of the FY 2012
Global Undergraduate Exchange
Program in Serbia and Montenegro
(UGRAD). The total amount of funding
for this award will be up to $1,537,575,
pending the transfer of Assistance for
Europe, Eurasia and Central Asia
(AEECA) funds for obligation in FY
2012. Public and private non-profit
organizations meeting the provisions
described in IRS regulation 26 CFR
1.501(c)(3) may submit proposals to
administer the placement, monitoring,
evaluation, follow-on, and alumni
activities for the UGRAD program.
Recruitment and selection of
participants will be administered by a
separate organization in conjunction
with the U.S. Embassies in Serbia and
Montenegro. Organizations with less
than four years experience in
conducting international exchange
programs are not eligible for this
competition.
The UGRAD Program provides
outstanding students from Serbia and
Montenegro with scholarships for one
year of non-degree study at U.S.
institutions of higher education.
Scholarships are available in all fields of
study. Funding should support a
minimum of 50 participants, with
approximately 35 students from Serbia
and 15 students from Montenegro. Every
effort should be made to maximize the
number of scholarships awarded.
I. Funding Opportunity Description
Authority
Overall grant making authority for
this program is contained in the Mutual
Educational and Cultural Exchange Act
of 1961, Public Law 87–256, as
amended, also known as the FulbrightHays Act. The purpose of the Act is ‘‘to
enable the Government of the United
States to increase mutual understanding
between the people of the United States
and the people of other countries * * *;
to strengthen the ties which unite us
with other nations by demonstrating the
educational and cultural interests,
developments, and achievements of the
people of the United States and other
nations * * * and thus to assist in the
development of friendly, sympathetic
and peaceful relations between the
United States and the other countries of
the world.’’ The funding authority for
the program above is provided through
legislation.
Purpose
The UGRAD Program is designed to
promote mutual understanding among
the people of Serbia and Montenegro
E:\FR\FM\29SEN1.SGM
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Agencies
[Federal Register Volume 76, Number 189 (Thursday, September 29, 2011)]
[Notices]
[Pages 60574-60576]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-25075]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65384; File No. SR-ISE-2011-59]
Self-Regulatory Organizations; International Securities Exchange,
Incorporated; Notice of Proposed Rule To Simplify the $1 Strike Price
Interval Program
September 22, 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 September 21, 2011, the International Securities Exchange, LLC (the
``Exchange'' or the ``ISE'') 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 Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its rules in order to simplify the
$1 Strike Price Interval Program. The text of the proposed rule change
is available on the Exchange's Web site https://www.ise.com, at the
principal office of the Exchange, 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 self-regulatory organization
included statements concerning the purpose of and basis for the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend Supplementary Material .01 to ISE
Rule 504 in order to simplify the $1 Strike Price Interval Program
(``Program''). This filing is based on a filing previously submitted by
the Chicago Board Options Exchange, Inc. (``CBOE'').\3\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 65031 (August 4,
2011) 76 FR 48935 (August 9, 2011) (SR-CBOE-2011-040).
---------------------------------------------------------------------------
In 2003, the Commission issued an order permitting the Exchange to
establish the Program on a pilot basis.\4\ At that time, the underlying
stock had to close at $20 on the previous trading day in order to
qualify for the Program. The range of available $1 strike price
intervals was limited to a range between $3 and $20 and no strike price
was permitted that was greater than $5 from the underlying stock's
closing price on the previous trading day. Series in $1 strike price
intervals were not permitted within $0.50 an existing strike. In
addition, the Exchange was limited to selecting five (5) classes and
reciprocal listing was permitted. Furthermore, LEAPS in $1 strike price
intervals were not permitted for classes selected to participate in the
Program.
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 48033 (June 16,
2003) 68 FR 37036 (June 20, 2003) (SR-ISE-2003-17).
---------------------------------------------------------------------------
The Exchange renewed the pilot program on a yearly basis and in
2008, the Commission granted permanent approval of the Program.\5\ At
that time, the Program was expanded to increase the upper limit of the
permissible strike price range from $20 to $50. In addition, the number
of class selections per exchange was increased from five (5) to ten
(10). Since the Program was made permanent, the number of class
selections per exchange has been increased from ten (10) classes to 55
classes \6\ and subsequently increased from 55 classes to 150
classes.\7\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 57169 (January 18,
2008) 73 FR 4654 (January 25, 2008) (SR-ISE-2007-110).
\6\ See Securities Exchange Act Release No. 59587 (March 17,
2009), 74 FR 12414 (March 24, 2009) (SR-ISE-2009-04).
\7\ See Securities Exchange Act Release No. 62442 (July 2,
2010), 75 FR 39597 (July 9, 2010) (SR-ISE-2010-64).
---------------------------------------------------------------------------
Amendments To Simplify Non-LEAPS Rule Text
The most recent expansion of the Program was approved by the
Commission in early 2011 and increased the number of $1 strike price
intervals permitted within the $1 to $50 range.\8\ This expansion was a
proposal of another exchange and ISE submitted its filing for
competitive reasons. This expansion, however, has resulted in very
lengthy rule text that is complicated and difficult to understand. ISE
believes that the proposed changes to simplify the rule text of the
Program will benefit market participants since the Program will be
easier to understand and will maintain the expansions made to the
Program in early 2011. Through the current proposal, the Exchange also
hopes to make administration of the Program easier, e.g., system
programming efforts. To simply the rules of the Program and, as a
proactive attempt to mitigate any unintentional listing of improper
strikes, ISE is proposing the following streamlining amendments:
---------------------------------------------------------------------------
\8\ See Securities Exchange Act Release No. 63771 (January 25,
2011), 76 FR 5642 (February 1, 2011) (SR-ISE-2011-06).
---------------------------------------------------------------------------
When the price of the underlying stock is equal to or less
than $20, permit $1 strike price intervals with an exercise price up to
100% above and 100%
[[Page 60575]]
below the price of the underlying stock.\9\
---------------------------------------------------------------------------
\9\ See proposed new subparagraph (i) to Supplementary Material
.01(b).
---------------------------------------------------------------------------
[cir] However, the above restriction would not prohibit the listing
of at least five (5) strike prices above and below the price of the
underlying stock per expiration month in an option class.\10\
---------------------------------------------------------------------------
\10\ Id.
---------------------------------------------------------------------------
[cir] For example, if the price of the underlying stock is $2, the
Exchange would be permitted to list the following series: $1, $2, $3,
$4, $5, $6 and $7.\11\
---------------------------------------------------------------------------
\11\ Id.
---------------------------------------------------------------------------
When the price of the underlying stock is greater than
$20, permit $1 strike price intervals with an exercise price up to 50%
above and 50% below the price of the underlying security up to $50.\12\
---------------------------------------------------------------------------
\12\ See proposed new subparagraph (ii) to Supplementary
Material .01(b).
---------------------------------------------------------------------------
For the purpose of adding strikes under the Program, the
``price of the underlying stock'' shall be measured in the same way as
``the price of the underlying security'' is as set forth in Rule
504(A)(b)(i).\13\
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\13\ See proposed new subparagraph (iii) to Supplementary
Material .01(b). Rule 504A(b(i) provides, ``[t]he price of a
security is measured by: (1) For intra-day add-on series and next-
day series additions, the daily high and low of all prices reported
by all national securities exchanges; (2) for new expiration months,
the daily high and low of all prices reported by all national
securities exchanges on the day the Exchange determines it
preliminary notification of new series; and (3) for option series to
be added as a result of pre-market trading, the most recent share
price reported by all national securities exchanges between 8:45
a.m. and 9:30 a.m. (Eastern Time).''
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Prohibit the listing of additional series in $1 strike
price intervals if the underlying stock closes at or above $50 in its
primary market and provide that additional series in $1 strike price
intervals may not be added until the underlying stock closes again
below $50.\14\
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\14\ See proposed new subparagraph (iv) to Supplementary
Material .01(b). The Exchange believes that it is important to
codify this additional series criterion because there have been
conflicting interpretations among the exchanges that have adopted
similar programs. The $50 price criterion for additional series was
intended when the Program was originally established (as a pilot) in
2003. See Securities Exchange Act Release No. 48033 (June 16, 2003)
68 FR 37036 (June 20, 2003) (SR-ISE-2003-17) (``ISE may list an
additional expiration month provide that the underlying stock closes
below $20 on its primary market on expiration Friday. If the
underlying stock closes at or above $20 on expiration Friday, ISE
will not list an additional month for a $1 strike series until the
stock again closes below $20.'')
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Amendments To Simplify LEAPS Rule Text
The early 2011 expansion of the Program permitted for some limited
listing of LEAPS in $1 strike price intervals for classes that
participate in the Program. The Exchange is proposing to maintain the
expansion as to LEAPS, but simplify the language and provide examples
of the simplified rule text. These changes are set forth subparagraph
(v) to Supplementary Material .01(b).
For stocks in the Program, the Exchange may list one $1 strike
price interval between each standard $5 strike interval, with the $1
strike price interval being $2 above the standard strike for each
interval above the price of the underlying stock, and $2 below the
standard strike for each interval below the price of the underlying
stock (``$2 wings''). For example, if the price of the underlying stock
is $24.50, the Exchange may list the following standard strikes in $5
intervals: $15, $20, $25, $30 and $35. Between these standard $5
strikes, the Exchange may list the following $2 wings: $18, $27 and
$32.\15\
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\15\ The Exchange notes that a $2 wing is not permitted between
the standard $20 and $25 strikes in the above example. This is
because the $2 wings are added based on reference to the price of
the underlying and as being between the standard strikes above and
below the price of the underlying stock. Since the price of the
underlying stock ($24.50) straddles the standard strikes of $20 and
$25, no $2 wing is permitted between these standard strikes.
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In addition, the Exchange may list the $1 strike price interval
which is $2 above the standard strike just below the underlying price
at the time of listing. In the above example, since the standard strike
just below the underlying price ($24.50) is $20, the Exchange may list
a $22 strike. The Exchange may add additional long-term options series
strikes as the price of the underlying stock moves, consistent with the
OLPP.
Non-Substantive Amendments to Rule Text
The early 2011 expansion of the Program prohibited the listing of
$2.50 strike price intervals for classes that participate in the
Program. This prohibition applies to non-LEAP and LEAPS. The Exchange
proposes to maintain this prohibition and codify it in Supplementary
Material .01(a) (Program Description).
For ease of reference, the Exchange is proposing to add the
headings ``Program Description,'' ``Initial and Additional Series'' and
``LEAPS'' to Supplementary Material .01.
The Exchange is proposing to more accurately reflect the nature of
the Program and is proposing to make stylistic changes throughout
Supplementary Material .01 by adding the phrase ``price interval.''
Lastly, the Exchange is making technical changes to Supplementary
Material .01, e.g., replacing the word ``security'' with the word
``stock.''
The Exchange represents that it has the necessary systems capacity
to support the increase in new options series that will result from the
proposed streamlining changes to the Program.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Securities Exchange Act of 1934 (the ``Act'') \16\ and the rules
and regulations thereunder and, in particular, the requirements of
Section 6(b) of the Act.\17\ Specifically, the Exchange believes the
proposed rule change is consistent with the Section 6(b)(5) \18\
requirements that the rules of an exchange be designed to promote just
and equitable principles of trade, to prevent fraudulent and
manipulative acts, to remove impediments to and to perfect the
mechanism for a free and open market and a national market system, and,
in general, to protect investors and the public interest. In
particular, the proposed rule change seeks to reduce investor confusion
and to simplify the provisions of the $1 Strike Price Interval Program.
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\16\ 15 U.S.C. 78a et seq.
\17\ 15 U.S.C. 78f(b).
\18\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not significantly
affect the protection of investors or the public interest, does not
impose any significant burden on competition, and, by its terms, does
not become operative for 30 days from the date on which it was filed,
or such shorter time as the Commission may designate, it has become
effective pursuant to Section
[[Page 60576]]
19(b)(3)(A) of the Act \19\ and Rule 19b-4(f)(6) thereunder.\20\
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\19\ 15 U.S.C. 78s(b)(3)(A).
\20\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires the Exchange to give the Commission written notice of the
Exchange's intent to file the proposed rule change, along with a
brief description and text of the proposed rule change, at least
five business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission. The
Exchange has satisfied the five-day prefiling requirement.
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The Exchange has requested that the Commission waive the 30-day
operative delay. The Commission believes that waiver of the operative
delay is consistent with the protection of investors and the public
interest because the proposal is substantially similar to that of
another exchange that has been approved by the Commission.\21\
Therefore, the Commission designates the proposal operative upon
filing.\22\
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\21\ See Securities Exchange Act Release No. 65383 (September
22, 2011) (SR-CBOE-2011-040) (order approving proposed rule changes
to simplify the $1 Strike Price Interval Program).
\22\ 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).
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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-ISE-2011-59 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-ISE-2011-59. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make publicly available. All
submissions should refer to File Number SR-ISE-2011-59 and should be
submitted on or before October 20, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\23\
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\23\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-25075 Filed 9-28-11; 8:45 am]
BILLING CODE 8011-01-P