Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Expand the Short Term Option Series Program, 11614-11615 [2012-4420]
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11614
Federal Register / Vol. 77, No. 38 / Monday, February 27, 2012 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66432; File No. SR–ISE–
2012–08]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Expand the Short Term
Option Series Program
February 21, 2012.
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 February
8, 2012, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
rules to expand the Short Term Option
Series Program. The text of the proposed
rule change is available on the
Exchange’s Web site www.ise.com, at
the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
srobinson on DSK4SPTVN1PROD with NOTICES
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
self-regulatory organization has
prepared summaries, set forth in
Sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this proposed rule
change is to amend ISE Rules 504 and
2009 to expand the Short Term Option
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
VerDate Mar<15>2010
18:10 Feb 24, 2012
Jkt 226001
Series Program (‘‘STOS Program’’).3
Currently, ISE may select up to 25
currently listed option classes on which
short term option series may be opened
in the STOS Program. The Exchange
proposes to increase this to thirty option
classes to participate in the STOS
Program. This is a competitive filing
and is based on recently approved
filings submitted by The NASDAQ
Stock Market LLC for the NASDAQ
Options Market (‘‘NOM’’) and NASDAQ
OMX PHLX, Inc. (‘‘PHLX’’).4
On November 17, 2011, the Exchange
amended the STOS Program by
increasing the number of strikes that
may be listed per class (from 20 to 30)
that participates in the STOS Program,
and by increasing the number of classes
(from 15 to 25) that are eligible to
participate in the STOS.5 On that same
day, NOM and PHLX each increased the
number of classes that are eligible to
participate in their STOS Programs from
15 classes to 30 classes. As a result, ISE
is competitively disadvantaged since it
operates a substantially similar STOS
Program as NOM and PHLX but is
limited to selecting only 25 classes that
may participate in its STOS Program
(whereas PHLX and NOM may each
select 30 classes).6
The Exchange is not proposing any
changes to these additional STOS
Program limitations other than to
increase from 25 to 30 the number of
option classes that may participate in
the STOS Program.
ISE notes that the STOS Program has
been well-received by market
participants, in particular by retail
investors. ISE believes a modest
increase to the number of classes that
may participate in the STOS Program,
such as the one proposed in this rule
filing, will permit ISE to meet increased
customer demand and provide market
participants with the ability to hedge in
a greater number of option classes.
3 The Exchange adopted the STOS Program on a
pilot basis in 2005. See Securities Exchange Act
Release No. 52012 (July 12, 2005), 70 FR 41246
(July 18, 2005) (SR–ISE–2005–17). The STOS
Program was approved on a permanent basis in
2010. See Securities Exchange Act Release No.
62444 (July 2, 2010), 75 FR 39595 (July 9, 2010)
(SR–ISE–2010–72).
4 See Securities Exchange Act Release Nos. 65775
(November 17, 2011), 76 FR 72473 (November 23,
2011) (SR–NASDAQ–2011–138) and 65776
(November 17, 2011), 76 FR 72482 (November 23,
2011) (SR–PHLX–2011–131).
5 See Securities Exchange Act Release No. 65771
(November 17, 2011), 76 FR 72472 (November 23,
2011) (SR–ISE–2011–60).
6 ISE is permitted to list short term options ‘‘on
any option classes that are selected by other
securities exchanges that employ a similar program
under their respective rules.’’ See Supplementary
Material .02 to ISE Rule 504, and Supplementary
Material .01 to ISE Rule 2009.
PO 00000
Frm 00135
Fmt 4703
Sfmt 4703
With regard to the impact of this
proposal on system capacity, ISE has
analyzed its capacity and represents that
it and the Options Price Reporting
Authority (‘‘OPRA’’) have the necessary
systems capacity to handle the potential
additional traffic associated with trading
of an expanded number of classes that
participate in the STOS Program.
The proposed increase to the number
of classes eligible to participate in the
STOS Program is required for
competitive purposes as well as to
ensure consistency and uniformity
among the competing options exchanges
that have adopted similar STOS
Programs.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Securities Exchange
Act of 1934 7 (the ‘‘Act’’) 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, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general to protect investors and the
public interest. The Exchange believes
that expanding the current short term
options program will result in a
continuing benefit to investors by giving
them more flexibility to closely tailor
their investment decisions and hedging
decisions in greater number of
securities. The Exchange believes that
expanding the current program would
provide the investing public and other
market participants increased
opportunities because an expanded
program would provide market
participants additional opportunities to
hedge their investment thus allowing
these investors to better manage their
risk exposure. While the expansion of
the STOS Program will generate
additional quote traffic, the Exchange
does not believe that this increased
traffic will become unmanageable since
the proposal remains limited to a fixed
number of classes. Further, the
Exchange does not believe that the
proposed rule change will result in a
material proliferation of additional
series because the number of series per
class remains limited, and the Exchange
does not believe that the additional
7 15
8 15
E:\FR\FM\27FEN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
27FEN1
Federal Register / Vol. 77, No. 38 / Monday, February 27, 2012 / Notices
price points will result in fractured
liquidity.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not significantly affect the
protection of investors or the public
interest, does not impose any significant
burden on competition, and, by its
terms, does not become operative for 30
days from the date on which it was
filed, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 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 is substantially
similar to those of other exchanges that
have been approved by the Commission
that permit such exchanges to select up
to 30 classes to participate in their
respective short term option series
programs.11 Therefore, the Commission
designates the proposal operative upon
filing.12
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
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 Exchange
has satisfied this requirement.
11 See supra note 4.
12 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).
srobinson on DSK4SPTVN1PROD with NOTICES
10 17
VerDate Mar<15>2010
18:10 Feb 24, 2012
Jkt 226001
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:
11615
2012–08 and should be submitted on or
before March 19, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–4420 Filed 2–24–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–66426; File No. SR–Phlx–
2012–17]
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–ISE–2012–08 on the subject
line.
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending the
Fee Schedule to Define a Market Maker
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–2012–08. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of 10
a.m. and 3 p.m. Copies of the filing also
will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
PO 00000
Frm 00136
Fmt 4703
Sfmt 4703
February 21, 2012.
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 February
7, 2012, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
Preface to its Fee Schedule to add a
definition for a ‘‘Market Maker.’’ In
addition, the Exchange proposes to
delete outdated language in the Preface.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqtrader.com/
micro.aspx?id=PHLXfilings, 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
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\27FEN1.SGM
27FEN1
Agencies
[Federal Register Volume 77, Number 38 (Monday, February 27, 2012)]
[Notices]
[Pages 11614-11615]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-4420]
[[Page 11614]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-66432; File No. SR-ISE-2012-08]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule
Change To Expand the Short Term Option Series Program
February 21, 2012.
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 February 8, 2012, the International Securities Exchange, LLC
(the ``Exchange'' or the ``ISE'') filed with the Securities and
Exchange Commission (the ``Commission'') the proposed rule change as
described in Items I and II below, which Items have been prepared by
the Exchange. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its rules to expand the Short Term
Option Series Program. The text of the proposed rule change is
available on the Exchange's Web site 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 Exchange included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The self-regulatory organization has prepared summaries,
set forth in Sections A, B and C below, of the most significant aspects
of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to amend ISE Rules 504
and 2009 to expand the Short Term Option Series Program (``STOS
Program'').\3\ Currently, ISE may select up to 25 currently listed
option classes on which short term option series may be opened in the
STOS Program. The Exchange proposes to increase this to thirty option
classes to participate in the STOS Program. This is a competitive
filing and is based on recently approved filings submitted by The
NASDAQ Stock Market LLC for the NASDAQ Options Market (``NOM'') and
NASDAQ OMX PHLX, Inc. (``PHLX'').\4\
---------------------------------------------------------------------------
\3\ The Exchange adopted the STOS Program on a pilot basis in
2005. See Securities Exchange Act Release No. 52012 (July 12, 2005),
70 FR 41246 (July 18, 2005) (SR-ISE-2005-17). The STOS Program was
approved on a permanent basis in 2010. See Securities Exchange Act
Release No. 62444 (July 2, 2010), 75 FR 39595 (July 9, 2010) (SR-
ISE-2010-72).
\4\ See Securities Exchange Act Release Nos. 65775 (November 17,
2011), 76 FR 72473 (November 23, 2011) (SR-NASDAQ-2011-138) and
65776 (November 17, 2011), 76 FR 72482 (November 23, 2011) (SR-PHLX-
2011-131).
---------------------------------------------------------------------------
On November 17, 2011, the Exchange amended the STOS Program by
increasing the number of strikes that may be listed per class (from 20
to 30) that participates in the STOS Program, and by increasing the
number of classes (from 15 to 25) that are eligible to participate in
the STOS.\5\ On that same day, NOM and PHLX each increased the number
of classes that are eligible to participate in their STOS Programs from
15 classes to 30 classes. As a result, ISE is competitively
disadvantaged since it operates a substantially similar STOS Program as
NOM and PHLX but is limited to selecting only 25 classes that may
participate in its STOS Program (whereas PHLX and NOM may each select
30 classes).\6\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 65771 (November 17,
2011), 76 FR 72472 (November 23, 2011) (SR-ISE-2011-60).
\6\ ISE is permitted to list short term options ``on any option
classes that are selected by other securities exchanges that employ
a similar program under their respective rules.'' See Supplementary
Material .02 to ISE Rule 504, and Supplementary Material .01 to ISE
Rule 2009.
---------------------------------------------------------------------------
The Exchange is not proposing any changes to these additional STOS
Program limitations other than to increase from 25 to 30 the number of
option classes that may participate in the STOS Program.
ISE notes that the STOS Program has been well-received by market
participants, in particular by retail investors. ISE believes a modest
increase to the number of classes that may participate in the STOS
Program, such as the one proposed in this rule filing, will permit ISE
to meet increased customer demand and provide market participants with
the ability to hedge in a greater number of option classes.
With regard to the impact of this proposal on system capacity, ISE
has analyzed its capacity and represents that it and the Options Price
Reporting Authority (``OPRA'') have the necessary systems capacity to
handle the potential additional traffic associated with trading of an
expanded number of classes that participate in the STOS Program.
The proposed increase to the number of classes eligible to
participate in the STOS Program is required for competitive purposes as
well as to ensure consistency and uniformity among the competing
options exchanges that have adopted similar STOS Programs.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Securities Exchange Act of 1934 \7\ (the
``Act'') 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, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system, and, in general to protect investors and the
public interest. The Exchange believes that expanding the current short
term options program will result in a continuing benefit to investors
by giving them more flexibility to closely tailor their investment
decisions and hedging decisions in greater number of securities. The
Exchange believes that expanding the current program would provide the
investing public and other market participants increased opportunities
because an expanded program would provide market participants
additional opportunities to hedge their investment thus allowing these
investors to better manage their risk exposure. While the expansion of
the STOS Program will generate additional quote traffic, the Exchange
does not believe that this increased traffic will become unmanageable
since the proposal remains limited to a fixed number of classes.
Further, the Exchange does not believe that the proposed rule change
will result in a material proliferation of additional series because
the number of series per class remains limited, and the Exchange does
not believe that the additional
[[Page 11615]]
price points will result in fractured liquidity.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not significantly
affect the protection of investors or the public interest, does not
impose any significant burden on competition, and, by its terms, does
not become operative for 30 days from the date on which it was filed,
or such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \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
Exchange has satisfied this requirement.
---------------------------------------------------------------------------
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 those of
other exchanges that have been approved by the Commission that permit
such exchanges to select up to 30 classes to participate in their
respective short term option series programs.\11\ Therefore, the
Commission designates the proposal operative upon filing.\12\
---------------------------------------------------------------------------
\11\ See supra note 4.
\12\ 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 email to rule-comments@sec.gov. Please include
File Number SR-ISE-2012-08 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-2012-08. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of the filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-ISE-2012-08 and should be
submitted on or before March 19, 2012.
---------------------------------------------------------------------------
\13\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-4420 Filed 2-24-12; 8:45 am]
BILLING CODE 8011-01-P