Self-Regulatory Organizations; The Options Clearing Corporation; Notice of Filing of Proposed Rule Change To Process All Sell Transactions Prior to the Exercise of Long Options in Market-Maker Accounts To Ensure That Only Net Long Positions May Be Exercised, 44480-44483 [2014-18038]
Download as PDF
44480
Federal Register / Vol. 79, No. 147 / Thursday, July 31, 2014 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
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.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (1) Significantly affect
the protection of investors or the public
interest; (2) impose any significant
burden on competition; and (3) by its
terms does not become operative for 30
days after the date of this filing, or such
shorter time as the Commission may
designate if consistent with the
protection of investors and the public
interest, the proposed rule change has
become effective pursuant to Section
19(b)(3)(A) of the Act 9 and Rule 19b–
4(f)(6) thereunder.10
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative for 30 days after the
date of filing. However, Rule 19b–
4(f)(6)(iii) permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. The
Exchange has asked the Commission to
waive the 30-day operative delay so that
the proposal may become operative
immediately upon filing. Waiver of the
30-day operative delay would enable the
Exchange to avoid enlisting new
subscribers during the operative delay
period only to retire the product shortly
thereafter once the proposed rule
change becomes operative. In addition,
the Exchange notes it has no subscribers
to the EDGE Routed Liquidity Report.
Based on the foregoing, the Commission
believes that waiving the 30-day
operative delay is consistent with the
protection of investors and the public
interest.11 The Commission hereby
grants the Exchange’s request and
designates the proposal operative upon
filing.
At any time within 60 days of the
filing of the proposed rule change, the
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
9 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
provide the Commission with written notice of its
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 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
wreier-aviles on DSK5TPTVN1PROD with NOTICES
10 17
VerDate Mar<15>2010
14:56 Jul 30, 2014
Jkt 232001
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–
EDGA–2014–18 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–EDGA–2014–18. 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 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–EDGA–
2014–18, and should be submitted on or
before August 21, 2014.
PO 00000
Frm 00098
Fmt 4703
Sfmt 4703
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–17988 Filed 7–30–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72677; File No. SR–OCC–
2014–15]
Self-Regulatory Organizations; The
Options Clearing Corporation; Notice
of Filing of Proposed Rule Change To
Process All Sell Transactions Prior to
the Exercise of Long Options in
Market-Maker Accounts To Ensure
That Only Net Long Positions May Be
Exercised
July 25, 2014.
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 July 17,
2014, The Options Clearing Corporation
(‘‘OCC’’) 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 OCC. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
This proposed rule change, coupled
with the related system modifications,
will curtail use of a trading strategy
known as ‘‘dividend plays’’ in the
options industry. OCC proposed to add
an interpretation and policy to Rules
801 and 805, respectively, stating that
OCC will process all sales of options in
a Market-Maker’s account prior to the
exercise of any long call options in the
account to ensure that only net long
positions in a particular series may be
exercised.
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
OCC 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
12 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\31JYN1.SGM
31JYN1
Federal Register / Vol. 79, No. 147 / Thursday, July 31, 2014 / Notices
in Item IV below. OCC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
1. Purpose
This proposed rule change would add
an interpretation and policy to Rules
801 and 805, respectively, stating that
OCC will, in respect of Market-Maker
accounts, process all sell transactions
prior to the exercise of long options in
the account, to ensure that only net long
positions may be exercised. This
proposed change, coupled with the
related system modifications, would
have the effect of implementing a policy
approved by the OCC Board of Directors
intended to curtail use of a trading
strategy known as ‘‘dividend plays’’ in
the options industry.
wreier-aviles on DSK5TPTVN1PROD with NOTICES
Background
Dividend plays are an options trading
strategy that has been executed on
options exchanges for many years. The
purpose of the trading strategy is to
capture the dividend income of a stock
through the exercise of in-the-money
call options on the day prior to the
stock’s ‘‘ex-dividend’’ date, which is the
date that determines whether the holder
of a stock is entitled to the stock’s
dividend. Where stock is transferred
before the ex-dividend date, the new
owner of the stock is entitled to the
dividend. In order to capture this
dividend income, a trader will buy a
large number of call options of the same
series on a stock on the day prior to the
stock’s ex-dividend date and then write
an offsetting number of call options of
the same series on the same stock at the
same price. Because the two
transactions are exactly offsetting and
executed at the same price, the trader’s
position in the call options is net
neutral and has limited market risk. At
the end of the day, the trader then
exercises all of its long call options even
though the trader’s net position is
neutral. OCC, using its standard
assignment process, then assigns all of
that day’s exercised long call options of
the same series across all options
writers.
If all in-the-money long call options of
the same series were exercised on the
day prior to the ex-dividend date, the
trader, and all other market participants
in the relevant option series, would be
assigned all its short call positions and
would not have a resulting long stock
position that is entitled to the dividend.
However, a certain percentage of open
VerDate Mar<15>2010
14:56 Jul 30, 2014
Jkt 232001
interest in in-the-money call options
goes unexercised on the day prior to the
ex-dividend date. Generally, this failure
is due to a number of factors, including
transaction costs, the ignorance of
certain market participants of the
mechanics of call options and exdividend dates, inattentiveness by
certain market participants in
monitoring their positions and
irrationality.3
Because traders executing a dividend
play exercise 100% of their long call
options, it increases the overall
percentage of open interest that gets
exercised. OCC’s standard assignment
processing will close out a large portion
of a traders’ short position established
that day, but will also close out a large
portion of other, pre-existing, market
participants’ short positions. The larger
the position taken by a trader executing
a dividend play compared to the preexisting open interest, the higher the
proportion of pre-existing open interest
that will be closed out, and a larger
share of unassigned short positions will
be left to the dividend play trader. For
every short call position that is not
assigned, a trader executing the
dividend play does not have to deliver
stock and is able to capture the dividend
payment for the shares of stock it
remains long.
The vast majority of dividend play
activity occurs in Market-Maker
accounts and OCC’s processing
sequence makes it possible for market
makers to execute conventional
dividend plays, as described above.
OCC processes exercises after option
purchases but before options sales, also
known as ‘‘writing’’ transactions. This
processing sequence permits a market
maker executing a dividend play to buy
and sell equal quantities of call options
of a given series and exercise the
purchased call options even though the
market maker’s position is neutral. If
OCC processed sales before exercises,
market-makers’ purchases and sales on
a given day would offset each other, and
when OCC processed the exercises,
there would no net long call positions
to exercise. This would make the
conventional dividend play impossible.
However, OCC processes exercises
before sales in order to reduce
operational risk for clearing members
clearing options transactions in
accounts other than Market-Maker
accounts.
3 See e.g., Veronica K. Pool, Hans R. Stool, Robert
E. Whaley, Failure to exercise call options: An
anomaly and a trading game, 11 J. Fin. Markets 1
(2007); Jia Hao, Avner Kalay, Stewart Mayhew, ExDividend Arbitrage in Options Markets, 23 Rev. Fin.
Stud. 271, Issue 1 (2009).
PO 00000
Frm 00099
Fmt 4703
Sfmt 4703
44481
Positions in accounts other than
Market-Maker accounts are carried on a
gross basis, meaning that an account can
be both long and short the same series.
This means that trades must be coded as
opening or closing transactions. If OCC
processed sales before exercises in an
account other than a Market-Maker
account, a coding error could cause
rejection of exercise instructions that
could result in substantial losses.
However, coding errors do not present
a risk with respect to Market-Maker
accounts, where positions are carried on
a net basis and trades do not have to be
coded as opening or closing
transactions.
OCC Review of Dividend Plays
In December 2012, the Securities
Industry and Financial Markets
Association’s (‘‘SIFMA’’) Listed Options
Trading Committee requested that OCC
formally review dividend plays.4
SIFMA expressed a concern that OCC
could suffer losses as a result of an
operational error in processing dividend
plays. Because successful dividend
plays rely on part in the dividend
trader’s having a large position
compared to the pre-existing open
interest in the series of options subject
to the dividend play, SIFMA believed
that an operational error in processing
dividend trades could result in a
clearing member being liable for a
settlement amount that could place the
clearing member in financial peril and
potentially exceed the collateral
deposited by the clearing member with
OCC. Following receipt of the SIFMA
letter, OCC initiated a comprehensive
review of dividend plays.
In connection with its review of
dividend plays OCC noted that these
transactions represent only a small
number of OCC cleared options, and
that most of the dividend play trading
is cleared through two large clearing
members that are large and wellcapitalized and have robust risk
management processes. OCC’s therefore
concluded that dividend plays did not
materially increase OCC’s risk. As
requested by OCC’s Board of Directors,
OCC’s Operations Roundtable further
evaluated the proposed change in OCC’s
processing sequence to determine
whether there were any unintended
consequences to implementing the
proposed change. The Operations
Roundtable, which consists of
operations staff of a cross-section of
OCC’s clearing members and operations
4 See Letter from Ellen Greene, Vice President of
SIFMA, to Wayne P. Luthringshausen, Chairman
and Chief Executive Officer of OCC (December 3,
2012) (the ‘‘SIFMA Letter’’) available at https://
www.sifma.org/issues/item.aspx?id=8589942317.
E:\FR\FM\31JYN1.SGM
31JYN1
44482
Federal Register / Vol. 79, No. 147 / Thursday, July 31, 2014 / Notices
wreier-aviles on DSK5TPTVN1PROD with NOTICES
staff of the options exchanges, carefully
reviewed the proposal over several
months and concluded that no material
unintended consequences would result
from its implementation.
Dividend plays generally may be
perceived negatively in the marketplace
and have been criticized as unfair to
retail investors and as distorting options
transactions volume.5 OCC determined
that while it should not take action to
eliminate or restrict dividend plays
based on these factors, nor should it
facilitate these transactions. OCC’s
processing sequence, under which sale
transactions are processed after
exercises, is generally designed to
reduce the operational risk to clearing
members that results from potential
miscoding of, for example, an opening
trade for the account of one clearing
member customer as a closing trade for
the account of another clearing member
customer. However, this coding risk
does not exist with respect to MarketMaker accounts, where positions are
carried on a net basis. Accordingly, OCC
concluded that its processing sequence
unnecessarily allowed certain market
makers to execute dividend plays and
therefore is proposing to change it so
that for these accounts sale transactions
are processed before exercises. The
change would have the effect of
significantly restricting dividend plays
because large long positions that would
otherwise be exercised would be offset
by sale transactions.
Proposed Amendment
OCC proposes to amend the Rules to
add an interpretation and policy to Rule
801 and to Rule 805 to state, with
respect to Market-Maker accounts, that
sell transactions will be processed
before exercises. Because the definition
of ‘‘Market-Maker Account’’ in Article 1
of OCC’s By-Laws would include a JBO
Participants’ account, the interpretation
and policy clarifies that this netting will
not be applied to JBO Participants’
accounts until such time as OCC
determines on not less than 30 days’
notice to clearing members that OCC is
able to identify, on a subaccount basis,
the transactions of a JBO Participant
within JBO Participants’ accounts, in
which case JBO Participants’ accounts
shall be considered Market-Maker
accounts. OCC also proposes to modify
OCC’s systems to make a corresponding
change in the processing sequence. This
change in the processing sequence
would only applied to Market-Maker
accounts (and, potentially subaccounts
in JBO Participants’ accounts), and
would not change the processing
5 SIFMA
sequence, and the associated protection
against coding errors, applicable to
clearing member accounts other than
Market-Maker accounts.
2. Statutory Basis
OCC believes that the proposed rule
change is consistent with Section
17A(b)(3)(F) of the Securities Exchange
Act of 1934, as amended (the ‘‘Exchange
Act’’),6 and the rules and regulations
thereunder, including Rule 17Ad–
22(d)(1) 7 and Rule 17Ad–22(d)(4),8
because the changes are designed to
provide a well-founded, transparent and
enforceable legal framework for the
exercise of long and short call options
and to minimize sources of operational
risk to clearing members through the
development of appropriate systems,
controls and procedures. The proposed
change achieves this purpose by clearly
stating in the rules that OCC will, in
respect of Market-Maker accounts,
process all sell transactions prior to the
exercise of long options in the account,
thereby making this processing
sequence transparent, and by instituting
corresponding system changes in the
processing sequence for exercised call
options in Market-Maker accounts. The
proposed rule change is not inconsistent
with the existing rules of OCC,
including any other rules proposed to be
amended.
(B) Clearing Agency’s Statement on
Burden on Competition
OCC does not believe that the
proposed rule change would impose any
burden on competition.9 The proposed
interpretation and policy primarily
affects market makers and would
provide notice to all market makers of
the change in OCC’s processing
sequence with respect to Market-Maker
accounts. The proposed rule change
would not unfairly inhibit access to
OCC’s services or disadvantage or favor
any particular user in relationship to
another user because the proposed rule
change would be applied uniformly to
all Market-Maker accounts. The change
would have the effect of curtailing
dividend plays, but this limitation will
apply equally to all exchanges and all
clearing members and by extension all
market-maker customers of clearing
members.
For the foregoing reasons, OCC
believes that the proposed rule change
is in the public interest, would be
consistent with the requirements of the
Exchange Act applicable to clearing
Letter, p. 1.
VerDate Mar<15>2010
14:56 Jul 30, 2014
Jkt 232001
PO 00000
6 15
U.S.C. 78q–1(b)(3)(F).
CFR 240.17Ad–22(d)(1).
8 17 CFR 240.17Ad–22(d)(4).
9 15 U.S.C. 78q–1(b)(3)(I).
7 17
Frm 00100
Fmt 4703
Sfmt 4703
agencies, and would not impose a
burden on competition.
(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants, or Others
Written comments on the proposed
rule change were not and are not
intended to be solicited with respect to
the proposed rule change and none have
been received.
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
up to 90 days (i) as the Commission may
designate 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–
OCC–2014–15 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–OCC–2014–15. 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
E:\FR\FM\31JYN1.SGM
31JYN1
44483
Federal Register / Vol. 79, No. 147 / Thursday, July 31, 2014 / Notices
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 20549–1090 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 OCC and on OCC’s Web site:
https://www.theocc.com/components/
docs/legal/rules_and_bylaws/sr_occ_14_
15.pdf.
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–OCC–2014–15 and should
be submitted on or before August 21,
2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–18038 Filed 7–30–14; 8:45 am]
BILLING CODE 8011–01–P
SOCIAL SECURITY ADMINISTRATION
(SSA)
Agency Information Collection
Activities: Proposed Request and
Comment Request
Social Security Administration, OLCA,
Attn: Reports Clearance Director, 3100
West High Rise, 6401 Security Blvd.,
Baltimore, MD 21235, Fax: 410–966–
2830, Email address:
OR.Reports.Clearance@ssa.gov.
The Social Security Administration
(SSA) publishes a list of information
collection packages requiring clearance
by the Office of Management and
Budget (OMB) in compliance with
Public Law 104–13, the Paperwork
Reduction Act of 1995, effective October
1, 1995. This notice includes revisions
and an extenstion of OMB-approved
information collections.
SSA is soliciting comments on the
accuracy of the agency’s burden
estimate; the need for the information;
its practical utility; ways to enhance its
quality, utility, and clarity; and ways to
minimize burden on respondents,
including the use of automated
collection techniques or other forms of
information technology. Mail, email, or
fax your comments and
recommendations on the information
collection(s) to the OMB Desk Officer
and SSA Reports Clearance Officer at
the following addresses or fax numbers.
(OMB)
Office of Management and Budget, Attn:
Desk Officer for SSA, Fax: 202–395–
6974, Email address: OIRA_
Submission@omb.eop.gov.
I. The information collections below
are pending at SSA. SSA will submit
them to OMB within 60 days from the
date of this notice. To be sure we
consider your comments, we must
receive them no later than September
29, 2014. Individuals can obtain copies
of the collection instruments by writing
to the above email address.
1. General Request for Social Security
Records—eFOIA—20 CFR 402.130—
0960–0716. Interested members of the
public use this electronic request to ask
SSA for information under the Freedom
of Information Act (FOIA). SSA also
uses this collection to track the number
and type of information requests; fees
charged; payment amounts; and SSA’s
responses to public requests within the
required 20 days. Respondents are
members of the public including
individuals, institutions, or agencies
requesting information or documents
under FOIA.
Type of Request: Revision of an OMBapproved information collection.
Modality of completion
Number of
respondents
Frequency of
response
Average
burden per
response
(minutes)
Estimated total
annual burden
(hours)
eFOIA ...............................................................................................................
2,500
1
3
125
2. Incoming and Outgoing
Intergovernmental Personnel Act
Assignment Agreement—5 CFR 334—
0960–0792. The Intergovernmental
Personnel Act (IPA) mobility program
provides for the temporary assignment
of civilian personnel between the
Federal Government and State and local
governments; colleges and universities;
Indian tribal governments; federallyfunded research and development
centers; and other eligible organizations.
The Office of Personnel Management
(OPM) created a generic form, the OF–
69, for agencies to use as a template
when collecting information for the IPA
assignment. The OF–69 collects specific
information about the agreement,
including (1) the enrolled employee’s
name, Social Security number, job title,
salary, classification, and address; (2)
the type of assignment; (3) the
reimbursement arrangement, and (4) an
explanation of how the assignment
benefits both SSA and the non-federal
organization involved in the exchange.
Number of
respondents
wreier-aviles on DSK5TPTVN1PROD with NOTICES
Modality of completion
OPM directs agencies to use their own
forms for recording these agreements.
Accordingly, SSA modified the OF–69
to meet our needs, creating the SSA–187
for incoming employees and the SSA–
188 for outgoing employees.
Respondents are the individuals we
describe above who participate in the
IPA exchange with SSA.
Type of Request: Revision of an OMBapproved information collection.
Frequency of
response
Average
burden per
response
(minutes)
Estimated total
annual burden
(hours)
Non-Federal employee ....................................................................................
Non-Federal employer signers ........................................................................
10
20
1
1
30
5
5
2
Totals ........................................................................................................
30
........................
........................
7
10 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
14:56 Jul 30, 2014
Jkt 232001
PO 00000
Frm 00101
Fmt 4703
Sfmt 4703
E:\FR\FM\31JYN1.SGM
31JYN1
Agencies
[Federal Register Volume 79, Number 147 (Thursday, July 31, 2014)]
[Notices]
[Pages 44480-44483]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-18038]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-72677; File No. SR-OCC-2014-15]
Self-Regulatory Organizations; The Options Clearing Corporation;
Notice of Filing of Proposed Rule Change To Process All Sell
Transactions Prior to the Exercise of Long Options in Market-Maker
Accounts To Ensure That Only Net Long Positions May Be Exercised
July 25, 2014.
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 July 17, 2014, The Options Clearing Corporation (``OCC'') 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 OCC. 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. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
This proposed rule change, coupled with the related system
modifications, will curtail use of a trading strategy known as
``dividend plays'' in the options industry. OCC proposed to add an
interpretation and policy to Rules 801 and 805, respectively, stating
that OCC will process all sales of options in a Market-Maker's account
prior to the exercise of any long call options in the account to ensure
that only net long positions in a particular series may be exercised.
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, OCC 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
[[Page 44481]]
in Item IV below. OCC has prepared summaries, set forth in sections
(A), (B), and (C) below, of the most significant aspects of these
statements.
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
This proposed rule change would add an interpretation and policy to
Rules 801 and 805, respectively, stating that OCC will, in respect of
Market-Maker accounts, process all sell transactions prior to the
exercise of long options in the account, to ensure that only net long
positions may be exercised. This proposed change, coupled with the
related system modifications, would have the effect of implementing a
policy approved by the OCC Board of Directors intended to curtail use
of a trading strategy known as ``dividend plays'' in the options
industry.
Background
Dividend plays are an options trading strategy that has been
executed on options exchanges for many years. The purpose of the
trading strategy is to capture the dividend income of a stock through
the exercise of in-the-money call options on the day prior to the
stock's ``ex-dividend'' date, which is the date that determines whether
the holder of a stock is entitled to the stock's dividend. Where stock
is transferred before the ex-dividend date, the new owner of the stock
is entitled to the dividend. In order to capture this dividend income,
a trader will buy a large number of call options of the same series on
a stock on the day prior to the stock's ex-dividend date and then write
an offsetting number of call options of the same series on the same
stock at the same price. Because the two transactions are exactly
offsetting and executed at the same price, the trader's position in the
call options is net neutral and has limited market risk. At the end of
the day, the trader then exercises all of its long call options even
though the trader's net position is neutral. OCC, using its standard
assignment process, then assigns all of that day's exercised long call
options of the same series across all options writers.
If all in-the-money long call options of the same series were
exercised on the day prior to the ex-dividend date, the trader, and all
other market participants in the relevant option series, would be
assigned all its short call positions and would not have a resulting
long stock position that is entitled to the dividend. However, a
certain percentage of open interest in in-the-money call options goes
unexercised on the day prior to the ex-dividend date. Generally, this
failure is due to a number of factors, including transaction costs, the
ignorance of certain market participants of the mechanics of call
options and ex-dividend dates, inattentiveness by certain market
participants in monitoring their positions and irrationality.\3\
---------------------------------------------------------------------------
\3\ See e.g., Veronica K. Pool, Hans R. Stool, Robert E. Whaley,
Failure to exercise call options: An anomaly and a trading game, 11
J. Fin. Markets 1 (2007); Jia Hao, Avner Kalay, Stewart Mayhew, Ex-
Dividend Arbitrage in Options Markets, 23 Rev. Fin. Stud. 271, Issue
1 (2009).
---------------------------------------------------------------------------
Because traders executing a dividend play exercise 100% of their
long call options, it increases the overall percentage of open interest
that gets exercised. OCC's standard assignment processing will close
out a large portion of a traders' short position established that day,
but will also close out a large portion of other, pre-existing, market
participants' short positions. The larger the position taken by a
trader executing a dividend play compared to the pre-existing open
interest, the higher the proportion of pre-existing open interest that
will be closed out, and a larger share of unassigned short positions
will be left to the dividend play trader. For every short call position
that is not assigned, a trader executing the dividend play does not
have to deliver stock and is able to capture the dividend payment for
the shares of stock it remains long.
The vast majority of dividend play activity occurs in Market-Maker
accounts and OCC's processing sequence makes it possible for market
makers to execute conventional dividend plays, as described above. OCC
processes exercises after option purchases but before options sales,
also known as ``writing'' transactions. This processing sequence
permits a market maker executing a dividend play to buy and sell equal
quantities of call options of a given series and exercise the purchased
call options even though the market maker's position is neutral. If OCC
processed sales before exercises, market-makers' purchases and sales on
a given day would offset each other, and when OCC processed the
exercises, there would no net long call positions to exercise. This
would make the conventional dividend play impossible. However, OCC
processes exercises before sales in order to reduce operational risk
for clearing members clearing options transactions in accounts other
than Market-Maker accounts.
Positions in accounts other than Market-Maker accounts are carried
on a gross basis, meaning that an account can be both long and short
the same series. This means that trades must be coded as opening or
closing transactions. If OCC processed sales before exercises in an
account other than a Market-Maker account, a coding error could cause
rejection of exercise instructions that could result in substantial
losses. However, coding errors do not present a risk with respect to
Market-Maker accounts, where positions are carried on a net basis and
trades do not have to be coded as opening or closing transactions.
OCC Review of Dividend Plays
In December 2012, the Securities Industry and Financial Markets
Association's (``SIFMA'') Listed Options Trading Committee requested
that OCC formally review dividend plays.\4\ SIFMA expressed a concern
that OCC could suffer losses as a result of an operational error in
processing dividend plays. Because successful dividend plays rely on
part in the dividend trader's having a large position compared to the
pre-existing open interest in the series of options subject to the
dividend play, SIFMA believed that an operational error in processing
dividend trades could result in a clearing member being liable for a
settlement amount that could place the clearing member in financial
peril and potentially exceed the collateral deposited by the clearing
member with OCC. Following receipt of the SIFMA letter, OCC initiated a
comprehensive review of dividend plays.
---------------------------------------------------------------------------
\4\ See Letter from Ellen Greene, Vice President of SIFMA, to
Wayne P. Luthringshausen, Chairman and Chief Executive Officer of
OCC (December 3, 2012) (the ``SIFMA Letter'') available at https://www.sifma.org/issues/item.aspx?id=8589942317.
---------------------------------------------------------------------------
In connection with its review of dividend plays OCC noted that
these transactions represent only a small number of OCC cleared
options, and that most of the dividend play trading is cleared through
two large clearing members that are large and well-capitalized and have
robust risk management processes. OCC's therefore concluded that
dividend plays did not materially increase OCC's risk. As requested by
OCC's Board of Directors, OCC's Operations Roundtable further evaluated
the proposed change in OCC's processing sequence to determine whether
there were any unintended consequences to implementing the proposed
change. The Operations Roundtable, which consists of operations staff
of a cross-section of OCC's clearing members and operations
[[Page 44482]]
staff of the options exchanges, carefully reviewed the proposal over
several months and concluded that no material unintended consequences
would result from its implementation.
Dividend plays generally may be perceived negatively in the
marketplace and have been criticized as unfair to retail investors and
as distorting options transactions volume.\5\ OCC determined that while
it should not take action to eliminate or restrict dividend plays based
on these factors, nor should it facilitate these transactions. OCC's
processing sequence, under which sale transactions are processed after
exercises, is generally designed to reduce the operational risk to
clearing members that results from potential miscoding of, for example,
an opening trade for the account of one clearing member customer as a
closing trade for the account of another clearing member customer.
However, this coding risk does not exist with respect to Market-Maker
accounts, where positions are carried on a net basis. Accordingly, OCC
concluded that its processing sequence unnecessarily allowed certain
market makers to execute dividend plays and therefore is proposing to
change it so that for these accounts sale transactions are processed
before exercises. The change would have the effect of significantly
restricting dividend plays because large long positions that would
otherwise be exercised would be offset by sale transactions.
---------------------------------------------------------------------------
\5\ SIFMA Letter, p. 1.
---------------------------------------------------------------------------
Proposed Amendment
OCC proposes to amend the Rules to add an interpretation and policy
to Rule 801 and to Rule 805 to state, with respect to Market-Maker
accounts, that sell transactions will be processed before exercises.
Because the definition of ``Market-Maker Account'' in Article 1 of
OCC's By-Laws would include a JBO Participants' account, the
interpretation and policy clarifies that this netting will not be
applied to JBO Participants' accounts until such time as OCC determines
on not less than 30 days' notice to clearing members that OCC is able
to identify, on a subaccount basis, the transactions of a JBO
Participant within JBO Participants' accounts, in which case JBO
Participants' accounts shall be considered Market-Maker accounts. OCC
also proposes to modify OCC's systems to make a corresponding change in
the processing sequence. This change in the processing sequence would
only applied to Market-Maker accounts (and, potentially subaccounts in
JBO Participants' accounts), and would not change the processing
sequence, and the associated protection against coding errors,
applicable to clearing member accounts other than Market-Maker
accounts.
2. Statutory Basis
OCC believes that the proposed rule change is consistent with
Section 17A(b)(3)(F) of the Securities Exchange Act of 1934, as amended
(the ``Exchange Act''),\6\ and the rules and regulations thereunder,
including Rule 17Ad-22(d)(1) \7\ and Rule 17Ad-22(d)(4),\8\ because the
changes are designed to provide a well-founded, transparent and
enforceable legal framework for the exercise of long and short call
options and to minimize sources of operational risk to clearing members
through the development of appropriate systems, controls and
procedures. The proposed change achieves this purpose by clearly
stating in the rules that OCC will, in respect of Market-Maker
accounts, process all sell transactions prior to the exercise of long
options in the account, thereby making this processing sequence
transparent, and by instituting corresponding system changes in the
processing sequence for exercised call options in Market-Maker
accounts. The proposed rule change is not inconsistent with the
existing rules of OCC, including any other rules proposed to be
amended.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78q-1(b)(3)(F).
\7\ 17 CFR 240.17Ad-22(d)(1).
\8\ 17 CFR 240.17Ad-22(d)(4).
---------------------------------------------------------------------------
(B) Clearing Agency's Statement on Burden on Competition
OCC does not believe that the proposed rule change would impose any
burden on competition.\9\ The proposed interpretation and policy
primarily affects market makers and would provide notice to all market
makers of the change in OCC's processing sequence with respect to
Market-Maker accounts. The proposed rule change would not unfairly
inhibit access to OCC's services or disadvantage or favor any
particular user in relationship to another user because the proposed
rule change would be applied uniformly to all Market-Maker accounts.
The change would have the effect of curtailing dividend plays, but this
limitation will apply equally to all exchanges and all clearing members
and by extension all market-maker customers of clearing members.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78q-1(b)(3)(I).
---------------------------------------------------------------------------
For the foregoing reasons, OCC believes that the proposed rule
change is in the public interest, would be consistent with the
requirements of the Exchange Act applicable to clearing agencies, and
would not impose a burden on competition.
(C) Clearing Agency's Statement on Comments on the Proposed Rule Change
Received From Members, Participants, or Others
Written comments on the proposed rule change were not and are not
intended to be solicited with respect to the proposed rule change and
none have been received.
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 up to 90 days (i) as the
Commission may designate 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-OCC-2014-15 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-OCC-2014-15. 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
[[Page 44483]]
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 20549-1090 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 OCC and on OCC's
Web site: https://www.theocc.com/components/docs/legal/rules_and_bylaws/sr_occ_14_15.pdf.
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-OCC-2014-15
and should be submitted on or before August 21, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
---------------------------------------------------------------------------
\10\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-18038 Filed 7-30-14; 8:45 am]
BILLING CODE 8011-01-P