Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing of Proposed Rule Change Amending Commentary .04 to NYSE Amex Options Rule 903 To Permit the Exchange To List Additional Strike Prices Until the Close of Trading on the Second Business Day Prior to Monthly Expiration, 58429-58431 [2012-23204]
Download as PDF
Federal Register / Vol. 77, No. 183 / Thursday, September 20, 2012 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67862; File No. SR–
NYSEMKT–2012–41]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing of Proposed
Rule Change Amending Commentary
.04 to NYSE Amex Options Rule 903 To
Permit the Exchange To List Additional
Strike Prices Until the Close of Trading
on the Second Business Day Prior to
Monthly Expiration
September 14, 2012.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
September 6, 2012, NYSE MKT LLC (the
‘‘Exchange’’ or ‘‘NYSE MKT’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory 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 amend
Commentary .04 to NYSE Amex Options
Rule 903 to permit the Exchange to list
additional strike prices until the close of
trading on the second business day prior
to monthly expiration. The text of the
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
mstockstill on DSK4VPTVN1PROD 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
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 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
VerDate Mar<15>2010
16:11 Sep 19, 2012
Jkt 226001
1. Purpose
The purpose of this filing is to amend
Commentary .04 to NYSE Amex Options
Rule 903 to permit the Exchange to add
additional strikes until the close of
trading on the second business day prior
to a monthly expiration.
NYSE Amex Options Rule 903
currently permits the Exchange to open
additional series of individual stock
options and Exchange-Traded Fund
Shares until the beginning of the month
in which the option expires or until five
business days prior to expiration if
unusual market conditions exist.4
Options market participants generally
prefer to focus their trading in strike
prices that immediately surround the
price of the underlying security.
However, if the price of the underlying
stock moves significantly, there may be
a market need for additional strike
prices to adequately account for market
participants’ risk management needs in
a stock. In these situations, the
Exchange has the ability to add
additional series at strike prices that are
better tailored to the risk management
needs of market participants.5 The
Exchange may make the determination
to open additional series for trading
when the Exchange deems it necessary
to maintain an orderly market, to meet
4 See Commentary .04 to NYSE Amex Options
Rule 903. ‘Until the fifth business day prior’
generally means up through the end of the day on
the Friday of the week prior to expiration week.
When options were first approved for listing and
trading in the United States, the generally uniform
rules of the options exchanges restricted the
addition of new series ‘‘until the first calendar day
of the month in which the option expires.’’ At
various times in 1985, exchanges were granted
authority to list new equity options series until five
business days prior to expiration under unusual
market conditions. In 1985 there were two main
concerns expressed by the Commission: (i) worry
over the proliferation of strikes and possible
capacity concerns, and (ii) effective and timely
communication to market participants about the
new strikes. At the time, though, exchanges were
only allowed to list three expiration months per
issue, and were expanding from listing three strikes
to listing five strikes. Since then, there has been a
continual expansion of the number of strikes, the
number of expiration months, and alternative
expiration days. Following the restructuring of
OPRA in 2003, each exchange became responsible
for purchasing sufficient capacity to handle its own
quotes generated by the series and classes it listed.
Also, when options were first listed, additional
strikes were communicated via teletype and firm
wires to branch offices, firm back offices, and OCC.
As communications were improved, through the
use of fax machines and then email, the time to
send notifications decreased significantly. Now,
with the adoption of Streamline Options Series
Adds (‘‘SOSA’’) by OCC, notification of new strikes
is in real time throughout the industry.
5 See NYSE Amex Options Rule 903.
PO 00000
Frm 00076
Fmt 4703
Sfmt 4703
58429
customer demand, or when certain price
movements take place in the underlying
market.6 If the market need occurs prior
to five business days prior to expiration,
then the market participants may have
access to an option contract that is more
tailored to the movement in the
underlying stock.7 However, if the
market need to manage risk due to
unusual market conditions comes to
light anytime from five to two days prior
to expiration, then market participants
are left without a contract that is
tailored to manage their risk.8 For
example:
• On October 17, 2011, a Monday of
the week that monthly options expired,
Crocs Inc. (CROX) closed at $26.65.
• After the close of trading the issuer
published a warning regarding earnings,
and on Tuesday morning the underlying
opened at $17.40.
• The lowest expiring series were the
$18 strike calls and puts. The Exchange
was unable to add additional series to
tailor the risk management needs of
market participants in the stock due in
a situation where the stock moves more
than 35%.
In this situation, investors had no
nearest term strikes to effectively
manage their risk in the underlying
stock, CROX. Because of the current
five-days-before-expiration restriction,
investors were unable to tailor their
hedging activities in options and
effectively manage their risk going into
expiration.9
The Exchange proposes to permit the
listing of additional strikes until the
close of trading on the second business
day prior to expiration in unusual
market conditions. Since expiration of
the monthly contract is on a Saturday,
the close of trading on the second
business day will typically fall on a
Thursday. However, in the cases where
Friday is a holiday during which the
Exchange is closed, the close of trading
on the second business day will occur
on a Wednesday. The Exchange will
continue to make the determination to
open additional series for trading when
the Exchange deems it necessary to
maintain an orderly market, to meet
customer demand, or when certain price
6 See
NYSE Amex Options Rule 903(d).
NYSE Amex Options Rule 903(d).
8 While these situations are relatively rare, the
Exchange represents that approximately two times
a month there is a legitimate need to add additional
strikes closer to expiration than the five business
day limitation permits, due to it being necessary to
maintain an orderly market, to meet customer
demand, or when certain price movements take
place in the underlying market.
9 The Exchange notes that if the proposed rule
were in place, the Exchange would have added $15,
$16, and $17 strikes expiring the following
Saturday.
7 See
E:\FR\FM\20SEN1.SGM
20SEN1
58430
Federal Register / Vol. 77, No. 183 / Thursday, September 20, 2012 / Notices
movements take place in the underlying
market. The proposed change will
provide an additional four days to the
Exchange to gauge market impact of the
underlying stock and to react to any
market conditions that would render
additional series prior to expiration
beneficial to market participants. The
Exchange believes that the impact on
the market from the proposed change
will be very minimal to market
participants, however it will be
extremely beneficial in that minority of
situations where unusual market
conditions dictate immediately prior to
expiration. The proposal would simply
allow participants to adjust their risk
exposure in narrow situations when an
unusual market event occurred on
trading days 2, 3, 4, 5 prior to
expiration.
This proposal does not raise any
capacity concerns on the Exchange,
because the changes have no material
difference in impact from the current
rules. The Exchange notes the proposed
change allows for new strikes that
would otherwise be permitted to add
under existing rules either on the fifth
day prior or immediately after
expiration.10 A strike which opens two
days prior to expiration will have
minimal impact on quoting, as it adds
two series out of hundreds of thousands,
and only for a small number of days.11
Thus, any additional strikes that may be
added under the proposed change
would have no measurable effect on
systems capacity.
The Exchange discussed the proposed
listing and trading of series during
expiration week with the OCC. The OCC
represented that it is able to
accommodate the proposal and would
have no operational concerns with
adding new series on any day except the
last day of trading an expiring series.
mstockstill on DSK4VPTVN1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Securities Exchange
Act of 1934 (the ‘‘Act’’),12 in general,
and furthers the objectives of Section
6(b)(5) of the Act,13 in particular, in that
it is designed to promote just and
equitable principles of trade, remove
10 Any new strikes added under this proposal
would be added in a manner consistent with the
range limitations described in NYSE Amex Options
Rule 903A.
11 In the case of a multi-stock event where
multiple stocks may be subject to unusual market
conditions, a strike which opens two days prior to
expiration will also have minimal impact on
quoting, as it adds two series per stock out of
hundreds of thousands, and only for a small
number of days.
12 15 U.S.C. 78f(b).
13 15 U.S.C. 78f(b)(5).
VerDate Mar<15>2010
16:11 Sep 19, 2012
Jkt 226001
impediments to and perfect the
mechanisms 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 providing
an additional four days to the Exchange
to gauge market impact and to react to
any market conditions prior to
expiration beneficial [sic] will result in
a continuing benefit to investors by
giving them more flexibility to closely
tailor their investment decisions and
hedging decisions prior to expiration.
The Exchange also believes that the
additional four days will provide the
investing public and other market
participants with additional
opportunities to hedge their investment
thus allowing these investors to better
manage their risk exposure with
additional in the money series. While
the four additional days may generate
additional quote traffic, the Exchange
does not believe that this increased
traffic will become unmanageable since
the proposal remains limited to the
narrow situations when an unusual
market event occurred on trading days
2, 3, 4, 5 prior to expiration.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition 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
No written comments were solicited
or received with respect to the proposed
rule change.
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
the proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
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–
NYSEMKT–2012–41.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549.
All submissions should refer to File
Number SR–NYSEMKT–2012–41. 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
10:00 a.m. and 3:00 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
available publicly. All submissions
should refer to File Number SR–
NYSEMKT–2012–41 and should be
submitted on or before October 11,
2012.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
PO 00000
Frm 00077
Fmt 4703
Sfmt 4703
E:\FR\FM\20SEN1.SGM
20SEN1
Federal Register / Vol. 77, No. 183 / Thursday, September 20, 2012 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–23204 Filed 9–19–12; 8:45 am]
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
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67861; File No. SR–CBOE–
2012–088]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend the CBOE
Stock Exchange Fees Schedule
September 14, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 7, 2012, Chicago Board
Options Exchange, Incorporated (the
‘‘Exchange’’ or ‘‘CBOE’’) filed with the
Securities and Exchange Commission
(the ‘‘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
CBOE Stock Exchange (‘‘CBSX’’) Fees
Schedule. The text of the proposed rule
change is available on the Exchange’s
Web site (https://www.cboe.com/
AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at the Commission.
mstockstill on DSK4VPTVN1PROD 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
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
16:11 Sep 19, 2012
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act
and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.4 Specifically,
3 See Securities Exchange Act Release No. 67548
(July 31, 2012) 77 FR 46783 (August 6, 2012) (SR–
CBOE–2012–049).
4 15 U.S.C. 78f(b).
14 17
VerDate Mar<15>2010
1. Purpose
CBSX proposes to amend its Fees
Schedule. Starting on September 10,
2012, CBSX will begin to implement the
functionality that will allow CBSX
Traders to send silent orders, silent-mid
orders, silent-post-mid orders, and
silent-mid-seeker orders to CBSX.3
Pursuant to such implementation, CBSX
proposes to adopt Maker and Taker fees
for transactions in securities priced $1
or greater relating to these new order
types. For transactions in securities
priced less than $1, these new order
types will be subject to the same Maker
and Taker fees ($0.00 fee for Makers,
0.30% of the dollar value of the
transaction fee for Takers) that apply to
most other orders.
The Maker fee for adding liquidity
using a silent order will be $0.0018 per
share, same as the regular Maker rate
(though not subject to the reduced fee
tiers for adding increasing amounts of
liquidity in one day). The Taker rebate
for removing silent order liquidity will
be $0.0014 per share. The Maker fee for
adding liquidity using a silent-mid or
silent-post-mid order will be $0.0008
per share. The Taker rebate for removing
silent-mid or silent-post-mid liquidity
will be $0.0004 per share. The purpose
of the new Maker fees is to incentivize
passive liquidity provision using the
silent, silent-mid, and silent-post-mid
order types. The purpose of the new
Taker rebates is to incentivize routing to
the Exchange for the purpose of
removing liquidity. The fees proposed
for adding and rebates for removing
liquidity are both intended to
compliment the existing maker-taker fee
structure and to improve realized prices
and price discovery on the Exchange by
efficiently and predictably allocating the
economics specifically for each form of
liquidity provision, and to incentivize
participants to route orders to the
Exchange in the first instance.
Jkt 226001
PO 00000
Frm 00078
Fmt 4703
Sfmt 4703
58431
the Exchange believes the proposed rule
change is consistent with Section 6(b)(4)
of the Act,5 which provides that
Exchange rules may provide for the
equitable allocation of reasonable dues,
fees, and other charges among its
Trading Permit Holders and other
persons using its facilities. The amount
of the proposed Maker fee for silent
orders is reasonable because it is the
same amount as the regular Maker fee.
Not applying the reduced fee tiers for
adding increasing amounts of liquidity
in one day to silent Maker orders is
equitable and not unfairly
discriminatory because these silent
orders are not displayed [sic] do not
improve the Exchange’s displayed
prices. Further, the Maker fee for silent
orders will apply to all market
participants trading silent orders.
The amount of the proposed Taker
rebate for removing silent order
liquidity is reasonable because it will
allow market participants removing
silent order liquidity to receive a rebate
(and not pay a fee) for doing so. The
proposed Taker rebate is equitable and
not unfairly discriminatory because
such undisplayed orders do not
transparently improve the prices
available within the market, while
displayed orders do. As such, the
pricing is designed to promote the use
of and interaction with displayed
liquidity more than undisplayed
liquidity. Further, the Taker rebate for
silent orders will apply to all market
participants trading silent orders.
The amount of the proposed Maker
fee for adding liquidity using a silentmid or silent-post-mid order is
reasonable because it is lower than the
amount of the fee for other Maker
orders. This is equitable and not
unfairly discriminatory because the
liquidity is priced at the midpoint of the
NBBO, and therefore the fee will be less.
This offers the remover of liquidity
significant price improvement. Further,
the Maker [sic] proposed Maker fee for
adding liquidity using a silent-mid or
silent-post-mid order will apply to all
market participants adding liquidity
using a silent-mid or silent-post-mid
order.
The amount of the proposed Taker
rebate for removing silent-mid or silentpost-mid liquidity is reasonable because
it will allow market participants
removing silent order liquidity to
receive a rebate (and not pay a fee) for
doing so. The proposed Taker rebate for
removing silent-mid or silent-post-mid
liquidity is equitable and not unfairly
discriminatory because the trade will
result in an improved price over the
5 15
E:\FR\FM\20SEN1.SGM
U.S.C. 78f(b)(4).
20SEN1
Agencies
[Federal Register Volume 77, Number 183 (Thursday, September 20, 2012)]
[Notices]
[Pages 58429-58431]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-23204]
[[Page 58429]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67862; File No. SR-NYSEMKT-2012-41]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing of
Proposed Rule Change Amending Commentary .04 to NYSE Amex Options Rule
903 To Permit the Exchange To List Additional Strike Prices Until the
Close of Trading on the Second Business Day Prior to Monthly Expiration
September 14, 2012.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on September 6, 2012, NYSE MKT LLC (the ``Exchange'' or
``NYSE MKT'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III 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\ 15 U.S.C. 78a.
\3\ 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 Commentary .04 to NYSE Amex Options
Rule 903 to permit the Exchange to list additional strike prices until
the close of trading on the second business day prior to monthly
expiration. The text of the proposed rule change is available on the
Exchange's Web site at www.nyse.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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this filing is to amend Commentary .04 to NYSE Amex
Options Rule 903 to permit the Exchange to add additional strikes until
the close of trading on the second business day prior to a monthly
expiration.
NYSE Amex Options Rule 903 currently permits the Exchange to open
additional series of individual stock options and Exchange-Traded Fund
Shares until the beginning of the month in which the option expires or
until five business days prior to expiration if unusual market
conditions exist.\4\ Options market participants generally prefer to
focus their trading in strike prices that immediately surround the
price of the underlying security. However, if the price of the
underlying stock moves significantly, there may be a market need for
additional strike prices to adequately account for market participants'
risk management needs in a stock. In these situations, the Exchange has
the ability to add additional series at strike prices that are better
tailored to the risk management needs of market participants.\5\ The
Exchange may make the determination to open additional series for
trading when the Exchange deems it necessary to maintain an orderly
market, to meet customer demand, or when certain price movements take
place in the underlying market.\6\ If the market need occurs prior to
five business days prior to expiration, then the market participants
may have access to an option contract that is more tailored to the
movement in the underlying stock.\7\ However, if the market need to
manage risk due to unusual market conditions comes to light anytime
from five to two days prior to expiration, then market participants are
left without a contract that is tailored to manage their risk.\8\ For
example:
---------------------------------------------------------------------------
\4\ See Commentary .04 to NYSE Amex Options Rule 903. `Until the
fifth business day prior' generally means up through the end of the
day on the Friday of the week prior to expiration week. When options
were first approved for listing and trading in the United States,
the generally uniform rules of the options exchanges restricted the
addition of new series ``until the first calendar day of the month
in which the option expires.'' At various times in 1985, exchanges
were granted authority to list new equity options series until five
business days prior to expiration under unusual market conditions.
In 1985 there were two main concerns expressed by the Commission:
(i) worry over the proliferation of strikes and possible capacity
concerns, and (ii) effective and timely communication to market
participants about the new strikes. At the time, though, exchanges
were only allowed to list three expiration months per issue, and
were expanding from listing three strikes to listing five strikes.
Since then, there has been a continual expansion of the number of
strikes, the number of expiration months, and alternative expiration
days. Following the restructuring of OPRA in 2003, each exchange
became responsible for purchasing sufficient capacity to handle its
own quotes generated by the series and classes it listed. Also, when
options were first listed, additional strikes were communicated via
teletype and firm wires to branch offices, firm back offices, and
OCC. As communications were improved, through the use of fax
machines and then email, the time to send notifications decreased
significantly. Now, with the adoption of Streamline Options Series
Adds (``SOSA'') by OCC, notification of new strikes is in real time
throughout the industry.
\5\ See NYSE Amex Options Rule 903.
\6\ See NYSE Amex Options Rule 903(d).
\7\ See NYSE Amex Options Rule 903(d).
\8\ While these situations are relatively rare, the Exchange
represents that approximately two times a month there is a
legitimate need to add additional strikes closer to expiration than
the five business day limitation permits, due to it being necessary
to maintain an orderly market, to meet customer demand, or when
certain price movements take place in the underlying market.
---------------------------------------------------------------------------
On October 17, 2011, a Monday of the week that monthly
options expired, Crocs Inc. (CROX) closed at $26.65.
After the close of trading the issuer published a warning
regarding earnings, and on Tuesday morning the underlying opened at
$17.40.
The lowest expiring series were the $18 strike calls and
puts. The Exchange was unable to add additional series to tailor the
risk management needs of market participants in the stock due in a
situation where the stock moves more than 35%.
In this situation, investors had no nearest term strikes to
effectively manage their risk in the underlying stock, CROX. Because of
the current five-days-before-expiration restriction, investors were
unable to tailor their hedging activities in options and effectively
manage their risk going into expiration.\9\
---------------------------------------------------------------------------
\9\ The Exchange notes that if the proposed rule were in place,
the Exchange would have added $15, $16, and $17 strikes expiring the
following Saturday.
---------------------------------------------------------------------------
The Exchange proposes to permit the listing of additional strikes
until the close of trading on the second business day prior to
expiration in unusual market conditions. Since expiration of the
monthly contract is on a Saturday, the close of trading on the second
business day will typically fall on a Thursday. However, in the cases
where Friday is a holiday during which the Exchange is closed, the
close of trading on the second business day will occur on a Wednesday.
The Exchange will continue to make the determination to open additional
series for trading when the Exchange deems it necessary to maintain an
orderly market, to meet customer demand, or when certain price
[[Page 58430]]
movements take place in the underlying market. The proposed change will
provide an additional four days to the Exchange to gauge market impact
of the underlying stock and to react to any market conditions that
would render additional series prior to expiration beneficial to market
participants. The Exchange believes that the impact on the market from
the proposed change will be very minimal to market participants,
however it will be extremely beneficial in that minority of situations
where unusual market conditions dictate immediately prior to
expiration. The proposal would simply allow participants to adjust
their risk exposure in narrow situations when an unusual market event
occurred on trading days 2, 3, 4, 5 prior to expiration.
This proposal does not raise any capacity concerns on the Exchange,
because the changes have no material difference in impact from the
current rules. The Exchange notes the proposed change allows for new
strikes that would otherwise be permitted to add under existing rules
either on the fifth day prior or immediately after expiration.\10\ A
strike which opens two days prior to expiration will have minimal
impact on quoting, as it adds two series out of hundreds of thousands,
and only for a small number of days.\11\ Thus, any additional strikes
that may be added under the proposed change would have no measurable
effect on systems capacity.
---------------------------------------------------------------------------
\10\ Any new strikes added under this proposal would be added in
a manner consistent with the range limitations described in NYSE
Amex Options Rule 903A.
\11\ In the case of a multi-stock event where multiple stocks
may be subject to unusual market conditions, a strike which opens
two days prior to expiration will also have minimal impact on
quoting, as it adds two series per stock out of hundreds of
thousands, and only for a small number of days.
---------------------------------------------------------------------------
The Exchange discussed the proposed listing and trading of series
during expiration week with the OCC. The OCC represented that it is
able to accommodate the proposal and would have no operational concerns
with adding new series on any day except the last day of trading an
expiring series.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Securities Exchange Act of 1934 (the
``Act''),\12\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\13\ in particular, in that it is designed to
promote just and equitable principles of trade, remove impediments to
and perfect the mechanisms of a free and open market and a national
market system and, in general, to protect investors and the public
interest.
---------------------------------------------------------------------------
\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange believes that providing an additional four days to the
Exchange to gauge market impact and to react to any market conditions
prior to expiration beneficial [sic] will result in a continuing
benefit to investors by giving them more flexibility to closely tailor
their investment decisions and hedging decisions prior to expiration.
The Exchange also believes that the additional four days will provide
the investing public and other market participants with additional
opportunities to hedge their investment thus allowing these investors
to better manage their risk exposure with additional in the money
series. While the four additional days may generate additional quote
traffic, the Exchange does not believe that this increased traffic will
become unmanageable since the proposal remains limited to the narrow
situations when an unusual market event occurred on trading days 2, 3,
4, 5 prior to expiration.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition 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
No written comments were solicited or received with respect to the
proposed rule change.
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 the 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-NYSEMKT-2012-41.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549.
All submissions should refer to File Number SR-NYSEMKT-2012-41. 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
10:00 a.m. and 3:00 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 available publicly. All
submissions should refer to File Number SR-NYSEMKT-2012-41 and should
be submitted on or before October 11, 2012.
[[Page 58431]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
---------------------------------------------------------------------------
\14\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-23204 Filed 9-19-12; 8:45 am]
BILLING CODE 8011-01-P