Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Regarding the Short Term Option Series Program, 47509-47511 [2014-19095]
Download as PDF
Federal Register / Vol. 79, No. 156 / Wednesday, August 13, 2014 / Notices
Participants conducting an options
business on Phlx because they do not
transact the requisite volume of
business does not create an undue
burden on competition because the
pricing is being allocated evenly among
all options and equity members and
member organizations that do not
transact a certain level of specified
volume on Phlx. As far as not assessing
PSX only members and member
organizations that transact the requisite
volume on PSX in a given month a
Permit Fee, the Exchange believes this
does not create an unfair burden on
competition because the Exchange seeks
to encourage market participants to
connect to PSX, a relatively new market,
to encourage order flow and grow this
market. New markets typically offer
market participants incentives, such as
reduced fees, to attract order flow.
The Exchange operates in a highly
competitive market, comprised of
twelve options exchanges, in which
market participants can easily and
readily direct order flow to competing
venues if they deem fee levels at a
particular venue to be excessive or
rebates to be inadequate. Accordingly,
the fees that are described in the above
proposal are influenced by these robust
market forces and therefore must remain
competitive with fees charged by other
venues and therefore must continue to
be reasonable and equitably allocated to
those members that opt to direct orders
to the Exchange rather than competing
venues.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
mstockstill on DSK4VPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.19 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
19 15
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:
18:15 Aug 12, 2014
Jkt 232001
• 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–
Phlx–2014–45 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–Phlx–2014–45. 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–Phlx–
2014–45 and should be submitted on or
before September 3, 2014.
PO 00000
Frm 00094
Fmt 4703
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–19093 Filed 8–12–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
U.S.C. 78s(b)(3)(A)(ii).
VerDate Mar<15>2010
47509
Sfmt 4703
[Release No. 34–72786; File No. SR–Phlx–
2014–53]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change Regarding
the Short Term Option Series Program
August 7, 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 August 1,
2014, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘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 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 the Substance
of the Proposed Rule Change
The Exchange is filing with the
Commission a proposal to amend Rule
1012 (Series of Options Open for
Trading) and Rule 1101A (Terms of
Option Contracts) to conform Exchange
rules pertaining to finer strike price
intervals for standard expiration
contracts in option classes that also
have Short Term Options (‘‘STOs’’) 3
listed on them (‘‘related non-STOs’’,
‘‘related non-Short Term Options’’, or
‘‘non-STOs’’).
The text of the proposed rule change
is available on the Exchange’s Web site
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 STOs, also known as ‘‘weekly options’’ as well
as ‘‘Short Term Options’’, are series in an options
class that are approved for listing and trading on the
Exchange in which the series are opened for trading
on any Thursday or Friday that is a business day
and that expire on the Friday of the next business
week. If a Thursday or Friday is not a business day,
the series may be opened (or shall expire) on the
first business day immediately prior to that
Thursday or Friday, respectively. STOs are listed
and traded pursuant to the STO Program. For STO
Program rules regarding non-index options, see
Rule 1000(b)(44) and Commentary .11 to Rule 1012.
For STO Program rules regarding index options, see
Rule 1000A(b)(16) and Rule 1101A(b)(vi).
1 15
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47510
Federal Register / Vol. 79, No. 156 / Wednesday, August 13, 2014 / Notices
at https://
nasdaqomxphlx.cchwallstreet.com, at
the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange 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
mstockstill on DSK4VPTVN1PROD with NOTICES
1. Purpose
The purpose of this proposed rule
change is to amend Rule 1012 and Rule
1101A to conform Exchange rules
pertaining to finer strike price intervals
for standard expiration contracts in
option classes that also have STOs listed
on them.
The STO Program, which was
initiated in 2010,4 is codified in
Commentary .11 to Rule 1012 for nonindex options including equity,
currency, and exchange traded fund
(‘‘ETF’’) options, and in Rule
1101A(b)(vi) for index options. Under
these rules, the Exchange may list STOs
in up to fifty option classes,5 including
up to thirty index option classes,6 in
addition to option classes that are
selected by other securities exchanges
that employ a similar program under
their respective rules. For each of these
option classes, the Exchange may list
five STO expiration dates at any given
time, not counting monthly or quarterly
expirations.7 Specifically, on any
Thursday or Friday that is a business
day, the Exchange may list STOs in
designated option classes that expire at
the close of business on each of the next
five consecutive Fridays that are
business days.8 These STOs, which can
4 See Securities Exchange Act Release No. 62296
(June 15, 2010), 75 FR 35115 (June 21, 2010) (SR–
Phlx–2010–84) (notice of filing and immediate
effectiveness permanently establishing STO
Program on the Exchange).
5 See Commentary .11(a) to Rule 1012.
6 See Rule 1101A(b)(vi)(A).
7 See Commentary .11 to Rule 1012; Rule
1101A(b)(vi).
8 Id.
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18:15 Aug 12, 2014
Jkt 232001
be several weeks or more from
expiration, may be listed in strike price
intervals of $0.50, $1, or $2.50, with the
finer strike price intervals being offered
for lower priced securities, and for
options that trade in the Exchange’s
dollar strike program.9 More
specifically, the Exchange may list short
term options in $0.50 intervals for strike
prices less than $75, or for option
classes that trade in one dollar
increments in the related non-short term
option, $1 intervals for strike prices that
are between $75 and $150, and $2.50
intervals for strike prices above $150.10
The Exchange recently proposed a
change to the STO Program in
Commentary .11(e) to Rule 1012
regarding non-index options and Rule
1101A(b)(vi)(E) regarding index options
that allows related non-STO series to be
opened during the month prior to
expiration of such non-STO series in the
same manner and strike price intervals
as permitted for STOs.11 Thus, the Prior
Month Filing would allow standard
monthly expiration options to trade—a
month prior to expiration—in the same
intervals as the weekly expiration STO.
The Exchange does not propose any
substantive changes, but only ensures
that the language within Rule 1012 and
Rule 1101A, respectively, is in
conformity in respect of the interval that
STOs and non-STOs may trade in
during the month prior to expiration of
the non-STOs.
Commentary .05(a)(vii) to Rule 1012
and Rule 1101A(a) now state that
notwithstanding any other provision
regarding strike prices in the respective
rules, related non-STO series may be
opened during the week prior to
expiration of such non-STO series in the
same manner and strike price intervals
as permitted for STOs. This proposal
conforms subsections Commentary
.05(a)(vii) to Rule 1012 and Rule
1101A(a). Specifically, as proposed
Commentary .05(a)(vii) to Rule 1012 and
Rule 1101A(a) would state that
notwithstanding any other provision
regarding strike prices in this rule, nonSTOs that are on a class or an index
class that has been selected to
participate in the STO Program (related
non-STO series) shall be opened during
the month prior to expiration of such
related non-STO series in the same
9 See Commentary .11 to Rule 1012; Rule
1101A(b)(vi).
10 Id. See Commentary .11(e) to Rule 1012; Rule
1101A(b)(vi)(E). The $2.50 interval does not apply
to indexes. See Rule 1101A(b)(vi).
11 See Securities Exchange Act Release No. 72504
(July 1, 2014), 79 FR 38628 (July 8, 2014) (SR–Phlx–
2014–41) (notice of filing and immediate
effectiveness) (the ‘‘Prior Month Filing’’). For STO
strike price intervals, see supra note 10 and related
text.
PO 00000
Frm 00095
Fmt 4703
Sfmt 4703
manner and intervals as permitted in
Commentary .11 to Rule 1012 or Rule
1101A(b)(vi).12 No other changes are
proposed.
The Exchange is now permitted to list
the standard monthly expiration
contract options in these narrower STO
intervals at any time during the month
prior to expiration, which begins on the
first trading day after the prior month’s
expiration date, subject to the
provisions of Exchange rules. As
discussed, this proposal simply
conforms the language of Rules 1012
and 1101A to make each of the rules
internally consistent.
The Exchange believes that
continuing to introduce consistent strike
price intervals for STOs and related
non-STOs during the month prior to
expiration benefits investors by giving
them more flexibility to closely tailor
their investment decisions. The
Exchange also believes that this
provides the investing public and other
market participants with additional
opportunities to hedge their
investments, thus allowing these
investors to better manage their risk
exposure.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6(b) of the
Act.13 In particular, the proposal is
consistent with Section 6(b)(5) of the
Act,14 because 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.
As noted above, standard expiration
options currently trade in wider
intervals than their weekly counterparts,
except during the week prior to
expiration. This creates a situation
where contracts on the same option
class that expire both several weeks
before and several weeks after the
standard expiration are eligible to trade
in strike price intervals that the
standard expiration contract is not. The
Prior Month Filing allowed STOs and
non-STOs to be listed and traded in the
same intervals pursuant to Rule 1012
(non-index options) and Rule 1101A
(index options). This proposal conforms
12 See Commentary .05(a)(vii) to Rule 1012 and
Rule 1101A(A).
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(5).
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Federal Register / Vol. 79, No. 156 / Wednesday, August 13, 2014 / Notices
the language of each of the respective
rules to reflect the monthly time period,
and negates potential confusion from
inconsistent language.15
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. To the
contrary, the Exchange believes that the
proposed technical conforming rule
change continues to provide additional
investment options and opportunities to
achieve the investment objectives of
market participants seeking efficient
trading and hedging vehicles, to the
benefit of investors, market participants,
and the marketplace in general.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
mstockstill on DSK4VPTVN1PROD with NOTICES
Because the foregoing proposed rule
change does not:
(i) Significantly affect the protection
of investors or the public interest;
(ii) impose any significant burden on
competition; and
(iii) become operative for 30 days
from the date on which it was filed, or
such shorter time as the Commission
may designate, it has become effective
pursuant to Section 19(b)(3)(A) 16 of the
Act and Rule 19b–4(f)(6) 17 thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) of the Act 18 normally
does not become operative prior to 30
days after the date of the filing.
However, pursuant to Rule 19b–
4(f)(6)(iii) of the Act,19 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest. The
Exchange has requested that the
Commission waive the 30-day operative
delay so that the proposal may become
15 The Exchange represents that, because of the
technical conforming nature of the proposal, it will
not have any impact on system capacity.
16 15 U.S.C. 78s(b)(3)(A).
17 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of the filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
18 17 CFR 240.19b–4(f)(6).
19 17 CFR 240.19b–4(f)(6)(iii).
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18:15 Aug 12, 2014
Jkt 232001
operative immediately upon filing. The
Exchange believes that waiver of the 30day operative delay is in the public
interest and consistent with the
protection of investors because the
proposed rule change is designed to
harmonize its rules so that its rules are
internally consistent. According to the
Exchange, waiver of the 30-day
operative delay would allow these
changes to take effect immediately and
therefore would avoid any potential
investor confusion.
The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest
because waiver will clarify the
exchanges rules immediately, which
could prevent investor confusion with
respect to the rules of the Exchange. The
Commission hereby waives the 30-day
operative delay and designates the
proposed rule change to be operative
upon filing with the Commission.20
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
Phlx–2014–53 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–Phlx–2014–53. This file
20 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).
PO 00000
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Sfmt 4703
47511
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
offices 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–Phlx–
2014–53, and should be submitted on or
before September 3, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–19095 Filed 8–12–14; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
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U.S. Small Business
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ACTION: Notice.
AGENCY:
This is a Notice of the
Presidential declaration of a major
disaster for Public Assistance Only for
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dated 08/05/2014.
Incident: Severe Storms, Tornadoes,
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SUMMARY:
21 17
E:\FR\FM\13AUN1.SGM
CFR 200.30–3(a)(12).
13AUN1
Agencies
[Federal Register Volume 79, Number 156 (Wednesday, August 13, 2014)]
[Notices]
[Pages 47509-47511]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-19095]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-72786; File No. SR-Phlx-2014-53]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change Regarding
the Short Term Option Series Program
August 7, 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 August 1, 2014, NASDAQ OMX PHLX LLC (``Phlx'' or ``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 Exchange. The Commission is publishing this
notice to solicit comments on the proposed rule change from interested
persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange is filing with the Commission a proposal to amend Rule
1012 (Series of Options Open for Trading) and Rule 1101A (Terms of
Option Contracts) to conform Exchange rules pertaining to finer strike
price intervals for standard expiration contracts in option classes
that also have Short Term Options (``STOs'') \3\ listed on them
(``related non-STOs'', ``related non-Short Term Options'', or ``non-
STOs'').
---------------------------------------------------------------------------
\3\ STOs, also known as ``weekly options'' as well as ``Short
Term Options'', are series in an options class that are approved for
listing and trading on the Exchange in which the series are opened
for trading on any Thursday or Friday that is a business day and
that expire on the Friday of the next business week. If a Thursday
or Friday is not a business day, the series may be opened (or shall
expire) on the first business day immediately prior to that Thursday
or Friday, respectively. STOs are listed and traded pursuant to the
STO Program. For STO Program rules regarding non-index options, see
Rule 1000(b)(44) and Commentary .11 to Rule 1012. For STO Program
rules regarding index options, see Rule 1000A(b)(16) and Rule
1101A(b)(vi).
---------------------------------------------------------------------------
The text of the proposed rule change is available on the Exchange's
Web site
[[Page 47510]]
at https://nasdaqomxphlx.cchwallstreet.com, at the principal office of
the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to amend Rule 1012 and
Rule 1101A to conform Exchange rules pertaining to finer strike price
intervals for standard expiration contracts in option classes that also
have STOs listed on them.
The STO Program, which was initiated in 2010,\4\ is codified in
Commentary .11 to Rule 1012 for non-index options including equity,
currency, and exchange traded fund (``ETF'') options, and in Rule
1101A(b)(vi) for index options. Under these rules, the Exchange may
list STOs in up to fifty option classes,\5\ including up to thirty
index option classes,\6\ in addition to option classes that are
selected by other securities exchanges that employ a similar program
under their respective rules. For each of these option classes, the
Exchange may list five STO expiration dates at any given time, not
counting monthly or quarterly expirations.\7\ Specifically, on any
Thursday or Friday that is a business day, the Exchange may list STOs
in designated option classes that expire at the close of business on
each of the next five consecutive Fridays that are business days.\8\
These STOs, which can be several weeks or more from expiration, may be
listed in strike price intervals of $0.50, $1, or $2.50, with the finer
strike price intervals being offered for lower priced securities, and
for options that trade in the Exchange's dollar strike program.\9\ More
specifically, the Exchange may list short term options in $0.50
intervals for strike prices less than $75, or for option classes that
trade in one dollar increments in the related non-short term option, $1
intervals for strike prices that are between $75 and $150, and $2.50
intervals for strike prices above $150.\10\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 62296 (June 15,
2010), 75 FR 35115 (June 21, 2010) (SR-Phlx-2010-84) (notice of
filing and immediate effectiveness permanently establishing STO
Program on the Exchange).
\5\ See Commentary .11(a) to Rule 1012.
\6\ See Rule 1101A(b)(vi)(A).
\7\ See Commentary .11 to Rule 1012; Rule 1101A(b)(vi).
\8\ Id.
\9\ See Commentary .11 to Rule 1012; Rule 1101A(b)(vi).
\10\ Id. See Commentary .11(e) to Rule 1012; Rule
1101A(b)(vi)(E). The $2.50 interval does not apply to indexes. See
Rule 1101A(b)(vi).
---------------------------------------------------------------------------
The Exchange recently proposed a change to the STO Program in
Commentary .11(e) to Rule 1012 regarding non-index options and Rule
1101A(b)(vi)(E) regarding index options that allows related non-STO
series to be opened during the month prior to expiration of such non-
STO series in the same manner and strike price intervals as permitted
for STOs.\11\ Thus, the Prior Month Filing would allow standard monthly
expiration options to trade--a month prior to expiration--in the same
intervals as the weekly expiration STO. The Exchange does not propose
any substantive changes, but only ensures that the language within Rule
1012 and Rule 1101A, respectively, is in conformity in respect of the
interval that STOs and non-STOs may trade in during the month prior to
expiration of the non-STOs.
---------------------------------------------------------------------------
\11\ See Securities Exchange Act Release No. 72504 (July 1,
2014), 79 FR 38628 (July 8, 2014) (SR-Phlx-2014-41) (notice of
filing and immediate effectiveness) (the ``Prior Month Filing'').
For STO strike price intervals, see supra note 10 and related text.
---------------------------------------------------------------------------
Commentary .05(a)(vii) to Rule 1012 and Rule 1101A(a) now state
that notwithstanding any other provision regarding strike prices in the
respective rules, related non-STO series may be opened during the week
prior to expiration of such non-STO series in the same manner and
strike price intervals as permitted for STOs. This proposal conforms
subsections Commentary .05(a)(vii) to Rule 1012 and Rule 1101A(a).
Specifically, as proposed Commentary .05(a)(vii) to Rule 1012 and Rule
1101A(a) would state that notwithstanding any other provision regarding
strike prices in this rule, non-STOs that are on a class or an index
class that has been selected to participate in the STO Program (related
non-STO series) shall be opened during the month prior to expiration of
such related non-STO series in the same manner and intervals as
permitted in Commentary .11 to Rule 1012 or Rule 1101A(b)(vi).\12\ No
other changes are proposed.
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\12\ See Commentary .05(a)(vii) to Rule 1012 and Rule 1101A(A).
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The Exchange is now permitted to list the standard monthly
expiration contract options in these narrower STO intervals at any time
during the month prior to expiration, which begins on the first trading
day after the prior month's expiration date, subject to the provisions
of Exchange rules. As discussed, this proposal simply conforms the
language of Rules 1012 and 1101A to make each of the rules internally
consistent.
The Exchange believes that continuing to introduce consistent
strike price intervals for STOs and related non-STOs during the month
prior to expiration benefits investors by giving them more flexibility
to closely tailor their investment decisions. The Exchange also
believes that this provides the investing public and other market
participants with additional opportunities to hedge their investments,
thus allowing these investors to better manage their risk exposure.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6(b) of the Act.\13\ In
particular, the proposal is consistent with Section 6(b)(5) of the
Act,\14\ because 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.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
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As noted above, standard expiration options currently trade in
wider intervals than their weekly counterparts, except during the week
prior to expiration. This creates a situation where contracts on the
same option class that expire both several weeks before and several
weeks after the standard expiration are eligible to trade in strike
price intervals that the standard expiration contract is not. The Prior
Month Filing allowed STOs and non-STOs to be listed and traded in the
same intervals pursuant to Rule 1012 (non-index options) and Rule 1101A
(index options). This proposal conforms
[[Page 47511]]
the language of each of the respective rules to reflect the monthly
time period, and negates potential confusion from inconsistent
language.\15\
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\15\ The Exchange represents that, because of the technical
conforming nature of the proposal, it will not have any impact on
system capacity.
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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. To the contrary, the
Exchange believes that the proposed technical conforming rule change
continues to provide additional investment options and opportunities to
achieve the investment objectives of market participants seeking
efficient trading and hedging vehicles, to the benefit of investors,
market participants, and the marketplace in general.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not:
(i) Significantly affect the protection of investors or the public
interest;
(ii) impose any significant burden on competition; and
(iii) become operative for 30 days from the date on which it was
filed, or such shorter time as the Commission may designate, it has
become effective pursuant to Section 19(b)(3)(A) \16\ of the Act and
Rule 19b-4(f)(6) \17\ thereunder.
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\16\ 15 U.S.C. 78s(b)(3)(A).
\17\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of the filing of the
proposed rule change, or such shorter time as designated by the
Commission. The Exchange has satisfied this requirement.
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A proposed rule change filed under Rule 19b-4(f)(6) of the Act \18\
normally does not become operative prior to 30 days after the date of
the filing. However, pursuant to Rule 19b-4(f)(6)(iii) of the Act,\19\
the Commission may designate a shorter time if such action is
consistent with the protection of investors and the public interest.
The Exchange has requested that the Commission waive the 30-day
operative delay so that the proposal may become operative immediately
upon filing. The Exchange believes that waiver of the 30-day operative
delay is in the public interest and consistent with the protection of
investors because the proposed rule change is designed to harmonize its
rules so that its rules are internally consistent. According to the
Exchange, waiver of the 30-day operative delay would allow these
changes to take effect immediately and therefore would avoid any
potential investor confusion.
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\18\ 17 CFR 240.19b-4(f)(6).
\19\ 17 CFR 240.19b-4(f)(6)(iii).
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The Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public interest
because waiver will clarify the exchanges rules immediately, which
could prevent investor confusion with respect to the rules of the
Exchange. The Commission hereby waives the 30-day operative delay and
designates the proposed rule change to be operative upon filing with
the Commission.\20\
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\20\ 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).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-Phlx-2014-53 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-Phlx-2014-53. 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 offices 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-Phlx-2014-53,
and should be submitted on or before September 3, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
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\21\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-19095 Filed 8-12-14; 8:45 am]
BILLING CODE 8011-01-P