Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing of Proposed Rule Change To List and Trade Option Contracts Overlying 10 Shares of a Security, 39545-39547 [2012-16222]
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Federal Register / Vol. 77, No. 128 / Tuesday, July 3, 2012 / Notices
believes that these requirements should
help assure that none of NASDAQ, NES,
or the third-party broker-dealer is able
to misuse confidential or proprietary
information obtained in connection
with the liquidation of error positions
for its own benefit. The Commission
also notes that NASDAQ and NES
would be required to make and keep
records to document all determinations
to treat positions as error positions; all
determinations to assign error positions
to members or liquidate error positions;
and the liquidation of error positions
through the third-party broker-dealer.29
Finally, the Commission notes that
the proposed procedures for canceling
orders and the handling of error
positions are consistent with procedures
the Commission has approved for other
exchanges.30
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,31 that the
proposed rule change (SR–NASDAQ–
2012–057) be, and it hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.32
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–16220 Filed 7–2–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67284; File No. SR–ISE–
2012–58]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing of Proposed Rule
Change To List and Trade Option
Contracts Overlying 10 Shares of a
Security
June 27, 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 June 20,
2012, the International Securities
Exchange, LLC (‘‘Exchange’’ or ‘‘ISE’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
srobinson on DSK4SPTVN1PROD with NOTICES
29 See
NASDAQ Equity Rule 4758(d)(4).
e.g., Securities Exchange Act Release Nos.
66963 (May 10, 2012), 77 FR 28919 (May 16, 2012)
(SR–NYSEArca–2012–22); 67010 (May 17, 2012), 77
FR 30564 (May 23, 2012) (SR–EDGX–2012–08); and
67011 (May 17, 2012), 77 FR 30562 (May 23, 2012)
(SR–EDGA–2012–09).
31 15 U.S.C. 78s(b)(2).
32 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
30 See,
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proposed rule change as described in
Items I and II below, which items have
been prepared by the self-regulatory
organization. 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 list and
trade option contracts overlying 10
shares of a security (‘‘Mini Options’’).
The text of the proposed rule change is
available on the Exchange’s Internet
Web site at 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 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
Pursuant to ISE Rule 502, the
Exchange currently lists and trades
standardized options contracts on a
number of equities and ExchangeTraded Fund Shares (‘‘ETFs’’), each
with a unit of trading of 100 shares. The
purpose of this proposed rule change is
to expand investors’ choices by listing
and trading option contracts on a select
number of high-priced and actively
traded securities, each with a unit of
trading ten times lower than those of the
regular-sized option contracts, or 10
shares. Specifically, the Exchange
proposes to list and trade Mini Options
overlying five (5) high-priced securities
for which the standard contract
overlying the same security exhibits
significant liquidity.3 The Exchange
3 The Exchange proposes to list Mini Options on
SPDR S&P 500 (‘‘SPY’’), Apple, Inc. (‘‘AAPL’’),
SPDR Gold Trust (‘‘GLD’’), Google Inc. (‘‘GOOG’’)
and Amazon.com Inc. (‘‘AMZN’’). These issues
were selected because they are priced greater than
$100 and are among the most actively traded issues,
in that the standard contract exhibits average daily
PO 00000
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Sfmt 4703
39545
believes that Mini Options will appeal
to retail investors who may not
currently be able to participate in the
trading of options on such high priced
securities.
Except for the difference in the
deliverable of shares, the proposed Mini
Options would have the same terms and
contract characteristics as regular-sized
equity and ETF options, including
exercise style. All existing Exchange
rules applicable to options on equities
and ETFs would apply to Mini Options,
except with respect to position and
exercise limits and hedge exemptions to
those position limits, which would be
tailored for the smaller size. Pursuant to
proposed amendments to Rule 412,
position limits applicable to the regularsized option contract will also apply to
the Mini Options on the same
underlying security, with 10 Mini
Option contracts counting as one
regular-sized contract. Positions in both
the regular-sized option contract and
Mini Options on the same security will
be combined for purposes of calculating
positions. Further, hedge exemptions
will apply pursuant to ISE Rule 413(a),
which the Exchange proposes to revise
to provide that 10 (as opposed to 100)
shares of the underlying security in [sic]
the appropriate hedge for Mini Options
and to make clear that the hedge
exemptions apply to the position limits
set forth in Rule 412(a) and any
Supplementary Material thereto, as well
as the position limits set forth in Rule
412(d).4
The Exchange believes that the
proposal to list Mini Options will not
lead to investor confusion. There are
two important distinctions between
Mini Options and regular-sized options
that are designed to ease the likelihood
of any investor confusion. First, the
premium multiplier for the proposed
Mini Options will be 10, rather than
100, to reflect the smaller unit of
trading. To reflect this change, the
Exchange proposes to add Rule 709(c)
which notes that bids and offers for an
option contract overlying 10 shares will
be expressed in terms of dollars per
1⁄10th part of the total value of the
volume (‘‘ADV’’) over the previous three calendar
months of at least 45,000 contracts, excluding
LEAPS and FLEX series. The Exchange notes that
any expansion of the program would require that
a subsequent proposed rule change be submitted to
the Commission.
4 ISE Rule 414, Exercise Limits, refers to exercise
limits that correspond to aggregate long positions as
described in ISE Rule 412. The position limit
established in a given option under ISE Rule 412
is also the exercise limit for such option. Thus,
although the proposed rule change would not
amend the text of ISE Rule 414 itself, the proposed
amendment to ISE Rule 412 would have a
corresponding effect to the exercise limits
established in ISE Rule 414.
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contract. Thus, an offer of ‘‘.50’’ shall
represent an offer of $5.00 on an option
contract having a unit of trading
consisting of 10 shares. Second, the
Exchange intends to designate Mini
Options with different trading symbols
than that designated for the regularsized contract. For example, while the
trading symbol for regular option
contracts for Apple, Inc. is AAPL, the
Exchange proposes to adopt AAPL7 as
the trading symbol for Mini Options on
that same security.
The Exchange proposes to add
Supplementary Material .12(b) to reflect
that strike prices for Mini Options shall
be set at the same level as for regular
options. For example, a call series strike
price to deliver 10 shares of stock at
$125 per share has a total deliverable
value of $1250, and the strike price will
be set at 125. Further, pursuant to
proposed new Supplementary Material
.12(c) to Rule 504, the Exchange
proposes to not permit the listing of
additional series of Mini Options if the
underlying is trading at $90 or less to
limit the number of strikes once the
underlying is no longer a high priced
security. The Exchange proposes a
$90.01 minimum for continued
qualification so that additional series of
Mini Options that correspond to
standard strikes may be added even
though the underlying has fallen
slightly below the initial qualification
standard. In addition, the underlying
security must be trading above $90 for
five consecutive days before the listing
of Mini Option contracts in a new
expiration month. This restriction will
allow the Exchange to list strikes in
Mini Options without disruption when
a new expiration month is added even
if the underlying has had a minor
decline in price.
The same trading rules applicable to
existing equity and ETF options will
apply to Mini Options. The Exchange
notes that by listing the same strike
price for Mini Options as for regular
options, the Exchange seeks to keep
intact the long-standing relationship
between the underlying security and an
option strike price thus allowing
investors to intuitively grasp the
option’s value, i.e., option is in the
money, at the money or out of the
money. The Exchange believes that by
not changing anything but the
multiplier and the option symbol, as
discussed above, retail investors will be
able to grasp the distinction between
regular option contracts and Mini
Options. The Exchange notes that The
Options Clearing Corporation (‘‘OCC’’)
Symbology is structured for contracts
that have a deliverable of other than 100
shares to be designated with a numeric
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16:27 Jul 02, 2012
Jkt 226001
added to the standard trading symbol.
Further, the Exchange believes that the
contract characteristics of Mini Options
are consistent with the terms of the
Options Disclosure Document.
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 have the necessary systems
capacity to handle the potential
additional traffic associated with the
listing and trading of Mini Options. The
Exchange has further discussed the
proposed listing and trading of Mini
Options with the OCC, which has
represented that it is able to
accommodate the proposal.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the
Securities and [sic] Exchange Act of
1934 (‘‘Exchange Act’’),5 in general, and
with Section 6(b)(5) of the Exchange
Act,6 in particular, in that the proposal
is designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system and, in general, to protect
investors and the public interest.
Specifically, the Exchange believes that
investors would benefit from the
introduction and availability of Mini
Options by making options on high
priced securities more readily available
and as an investing tool at more
affordable prices, particularly for
average retail investors, who otherwise
may not be able to participate in trading
options on high priced securities. As
noted above, the proposed rule change
intends to adopt a different trading
symbol to distinguish Mini Options
from regular option contracts and
therefore, ease any investor confusion as
to the product they are trading.
Moreover, the proposed rule change is
designed to protect investors and the
public interest by providing investors
with an enhanced tool to reduce risk in
high priced securities. In particular,
Mini Options will provide retail
customers who invest in SPY, AAPL,
GLD, GOOG and AMZN in lots of less
than 100 shares with a means of
protecting their investments that is
currently only available to those who
have positions of 100 shares or more.
Further, the proposed rule change is
limited to just five high-priced
securities to ensure that only securities
PO 00000
5 15
6 15
U.S.C. 78f.
U.S.C. 78f(b)(5).
Frm 00084
Fmt 4703
Sfmt 4703
that have significant options liquidity
and therefore, customer demand, are
selected to have Mini Options listed on
them.
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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
such proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• 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–2012–58 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–2012–58. This file
number should be included on the
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Federal Register / Vol. 77, No. 128 / Tuesday, July 3, 2012 / Notices
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
10:00 a.m. and 3:00 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–
2012–58 and should be submitted on or
before July 24, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–16222 Filed 7–2–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67278; File No. SR–
NYSEAmex–2012–29]
srobinson on DSK4SPTVN1PROD with NOTICES
Self-Regulatory Organizations; NYSE
Amex LLC; Notice of Designation of a
Longer Period for Commission Action
on Proposed Rule Change Amending
Commentary .07 to NYSE Amex
Options Rule 904 To Eliminate Position
Limits for Options on the SPDR® S&P
500® Exchange-Traded Fund Which
List and Trade Under the Symbol SPY
June 27, 2012.
On May 2, 2012, NYSE Amex LLC
(‘‘NYSE Amex’’ or ‘‘Exchange’’) 1 filed
7 17
CFR 200.30–3(a)(12).
Amex now is known as ‘‘NYSEMKT.’’
The proposed rule change to which this notice
relates, however, was submitted before the name
change was implemented.
1 NYSE
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16:27 Jul 02, 2012
Jkt 226001
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (the ‘‘Act’’) 2 and
Rule 19b–4 thereunder,3 a proposed rule
change to eliminate position limits for
options on the SPDR® S&P 500®
exchange-traded fund (‘‘SPY ETF’’),4
which list and trade under the symbol
SPY. The proposed rule change was
published for comment in the Federal
Register on May 18, 2012.5 The
Commission received no comments on
the proposal.
Section 19(b)(2) of the Act 6 provides
that, within 45 days of the publication
of notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The 45th day for this filing
is July 2, 2012. The Commission is
extending this 45-day time period.
The Commission finds that it is
appropriate to designate a longer period
within which to take action on the
proposed rule change so that it has
sufficient time to consider the proposal.
Currently, Commentary .07 to NYSE
Amex Options Rule 904 imposes a
position limit for SPY options of
900,000 contracts on the same side of
the market. The proposal would amend
Commentary .07 to NYSE Amex Options
Rule 904 to eliminate position limits for
SPY options.
Accordingly, the Commission,
pursuant to Section 19(b)(2) of the Act,7
designates August 16, 2012, as the date
by which the Commission should either
approve or disapprove or institute
proceedings to determine whether to
disapprove the proposed rule change.
U.S.C. 78s(b)(1).
CFR 240.19b–4.
4 ‘‘SPDR®,’’ ‘‘Standard & Poor’s®,’’ ‘‘S&P®,’’ ‘‘S&P
500®,’’ and ‘‘Standard & Poor’s 500’’ are registered
trademarks of Standard & Poor’s Financial Services
LLC. The SPY ETF represents ownership in the
SPDR S&P 500 Trust, a unit investment trust that
generally corresponds to the price and yield
performance of the SPDR S&P 500 Index.
5 See Securities Exchange Act Release No. 66984
(May 14, 2012), 77 FR 29721 (May 18, 2012)
(‘‘Notice’’).
6 15 U.S.C. 78s(b)(2).
7 15 U.S.C. 78s(b)(2).
PO 00000
2 15
3 17
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39547
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–16218 Filed 7–2–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67273; File No. SR–BOX–
2012–008]
Self-Regulatory Organizations; BOX
Options Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule To Amend the BOX
Options Exchange LLC Limited
Liability Company Agreement and the
BOX Holdings Group LLC Limited
Liability Company Agreement
June 27, 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 June 21,
2012, BOX Options Exchange 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 self-regulatory organization. The
Exchange filed the proposed rule change
pursuant to Section 19(b)(3)(A) of the
Act,3 and Rule 19b–4(f)(6) thereunder,4
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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
each of the Limited Liability Company
Agreement of the Exchange (the
‘‘Exchange LLC Agreement’’) and the
Limited Liability Company Agreement
(the ‘‘BOX Holdings LLC Agreement’’)
of BOX Holdings Group LLC (‘‘BOX
Holdings’’), in connection with the
proposed acquisition of TMX Group
Inc., a company incorporated in
Ontario, Canada (‘‘TMX Group’’) by
Maple Group Acquisition Corporation, a
company incorporated in Ontario,
Canada (‘‘Maple’’). The text of the
proposed rule change is available from
the principal office of the Exchange, at
8 17
CFR 200.30–3(a)(31).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
1 15
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Agencies
[Federal Register Volume 77, Number 128 (Tuesday, July 3, 2012)]
[Notices]
[Pages 39545-39547]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-16222]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67284; File No. SR-ISE-2012-58]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing of Proposed Rule Change To List and Trade Option
Contracts Overlying 10 Shares of a Security
June 27, 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 June 20, 2012, the International Securities Exchange, LLC
(``Exchange'' or ``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 self-
regulatory organization. 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 list and trade option contracts overlying
10 shares of a security (``Mini Options''). The text of the proposed
rule change is available on the Exchange's Internet Web site at 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 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
Pursuant to ISE Rule 502, the Exchange currently lists and trades
standardized options contracts on a number of equities and Exchange-
Traded Fund Shares (``ETFs''), each with a unit of trading of 100
shares. The purpose of this proposed rule change is to expand
investors' choices by listing and trading option contracts on a select
number of high-priced and actively traded securities, each with a unit
of trading ten times lower than those of the regular-sized option
contracts, or 10 shares. Specifically, the Exchange proposes to list
and trade Mini Options overlying five (5) high-priced securities for
which the standard contract overlying the same security exhibits
significant liquidity.\3\ The Exchange believes that Mini Options will
appeal to retail investors who may not currently be able to participate
in the trading of options on such high priced securities.
---------------------------------------------------------------------------
\3\ The Exchange proposes to list Mini Options on SPDR S&P 500
(``SPY''), Apple, Inc. (``AAPL''), SPDR Gold Trust (``GLD''), Google
Inc. (``GOOG'') and Amazon.com Inc. (``AMZN''). These issues were
selected because they are priced greater than $100 and are among the
most actively traded issues, in that the standard contract exhibits
average daily volume (``ADV'') over the previous three calendar
months of at least 45,000 contracts, excluding LEAPS and FLEX
series. The Exchange notes that any expansion of the program would
require that a subsequent proposed rule change be submitted to the
Commission.
---------------------------------------------------------------------------
Except for the difference in the deliverable of shares, the
proposed Mini Options would have the same terms and contract
characteristics as regular-sized equity and ETF options, including
exercise style. All existing Exchange rules applicable to options on
equities and ETFs would apply to Mini Options, except with respect to
position and exercise limits and hedge exemptions to those position
limits, which would be tailored for the smaller size. Pursuant to
proposed amendments to Rule 412, position limits applicable to the
regular-sized option contract will also apply to the Mini Options on
the same underlying security, with 10 Mini Option contracts counting as
one regular-sized contract. Positions in both the regular-sized option
contract and Mini Options on the same security will be combined for
purposes of calculating positions. Further, hedge exemptions will apply
pursuant to ISE Rule 413(a), which the Exchange proposes to revise to
provide that 10 (as opposed to 100) shares of the underlying security
in [sic] the appropriate hedge for Mini Options and to make clear that
the hedge exemptions apply to the position limits set forth in Rule
412(a) and any Supplementary Material thereto, as well as the position
limits set forth in Rule 412(d).\4\
---------------------------------------------------------------------------
\4\ ISE Rule 414, Exercise Limits, refers to exercise limits
that correspond to aggregate long positions as described in ISE Rule
412. The position limit established in a given option under ISE Rule
412 is also the exercise limit for such option. Thus, although the
proposed rule change would not amend the text of ISE Rule 414
itself, the proposed amendment to ISE Rule 412 would have a
corresponding effect to the exercise limits established in ISE Rule
414.
---------------------------------------------------------------------------
The Exchange believes that the proposal to list Mini Options will
not lead to investor confusion. There are two important distinctions
between Mini Options and regular-sized options that are designed to
ease the likelihood of any investor confusion. First, the premium
multiplier for the proposed Mini Options will be 10, rather than 100,
to reflect the smaller unit of trading. To reflect this change, the
Exchange proposes to add Rule 709(c) which notes that bids and offers
for an option contract overlying 10 shares will be expressed in terms
of dollars per \1/10\th part of the total value of the
[[Page 39546]]
contract. Thus, an offer of ``.50'' shall represent an offer of $5.00
on an option contract having a unit of trading consisting of 10 shares.
Second, the Exchange intends to designate Mini Options with different
trading symbols than that designated for the regular-sized contract.
For example, while the trading symbol for regular option contracts for
Apple, Inc. is AAPL, the Exchange proposes to adopt AAPL7 as the
trading symbol for Mini Options on that same security.
The Exchange proposes to add Supplementary Material .12(b) to
reflect that strike prices for Mini Options shall be set at the same
level as for regular options. For example, a call series strike price
to deliver 10 shares of stock at $125 per share has a total deliverable
value of $1250, and the strike price will be set at 125. Further,
pursuant to proposed new Supplementary Material .12(c) to Rule 504, the
Exchange proposes to not permit the listing of additional series of
Mini Options if the underlying is trading at $90 or less to limit the
number of strikes once the underlying is no longer a high priced
security. The Exchange proposes a $90.01 minimum for continued
qualification so that additional series of Mini Options that correspond
to standard strikes may be added even though the underlying has fallen
slightly below the initial qualification standard. In addition, the
underlying security must be trading above $90 for five consecutive days
before the listing of Mini Option contracts in a new expiration month.
This restriction will allow the Exchange to list strikes in Mini
Options without disruption when a new expiration month is added even if
the underlying has had a minor decline in price.
The same trading rules applicable to existing equity and ETF
options will apply to Mini Options. The Exchange notes that by listing
the same strike price for Mini Options as for regular options, the
Exchange seeks to keep intact the long-standing relationship between
the underlying security and an option strike price thus allowing
investors to intuitively grasp the option's value, i.e., option is in
the money, at the money or out of the money. The Exchange believes that
by not changing anything but the multiplier and the option symbol, as
discussed above, retail investors will be able to grasp the distinction
between regular option contracts and Mini Options. The Exchange notes
that The Options Clearing Corporation (``OCC'') Symbology is structured
for contracts that have a deliverable of other than 100 shares to be
designated with a numeric added to the standard trading symbol.
Further, the Exchange believes that the contract characteristics of
Mini Options are consistent with the terms of the Options Disclosure
Document.
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 have the necessary systems capacity to handle the
potential additional traffic associated with the listing and trading of
Mini Options. The Exchange has further discussed the proposed listing
and trading of Mini Options with the OCC, which has represented that it
is able to accommodate the proposal.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Securities and [sic] Exchange
Act of 1934 (``Exchange Act''),\5\ in general, and with Section 6(b)(5)
of the Exchange Act,\6\ in particular, in that the proposal is designed
to prevent fraudulent and manipulative acts and practices, to promote
just and equitable principles of trade, to remove impediments to and
perfect the mechanism of a free and open market and a national market
system and, in general, to protect investors and the public interest.
Specifically, the Exchange believes that investors would benefit from
the introduction and availability of Mini Options by making options on
high priced securities more readily available and as an investing tool
at more affordable prices, particularly for average retail investors,
who otherwise may not be able to participate in trading options on high
priced securities. As noted above, the proposed rule change intends to
adopt a different trading symbol to distinguish Mini Options from
regular option contracts and therefore, ease any investor confusion as
to the product they are trading. Moreover, the proposed rule change is
designed to protect investors and the public interest by providing
investors with an enhanced tool to reduce risk in high priced
securities. In particular, Mini Options will provide retail customers
who invest in SPY, AAPL, GLD, GOOG and AMZN in lots of less than 100
shares with a means of protecting their investments that is currently
only available to those who have positions of 100 shares or more.
Further, the proposed rule change is limited to just five high-priced
securities to ensure that only securities that have significant options
liquidity and therefore, customer demand, are selected to have Mini
Options listed on them.
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\5\ 15 U.S.C. 78f.
\6\ 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
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove such proposed rule change, or
(B) Institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
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-2012-58 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-2012-58. This file
number should be included on the
[[Page 39547]]
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 10:00 a.m. and 3:00 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-2012-58 and should be submitted on or before July
24, 2012.
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\7\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\7\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-16222 Filed 7-2-12; 8:45 am]
BILLING CODE 8011-01-P