Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing of Proposed Rule Change Regarding Strike Price Intervals for SPY and DIA Options, 53813-53816 [2014-21529]
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Federal Register / Vol. 79, No. 175 / Wednesday, September 10, 2014 / Notices
With regard to the impact of this
proposal on system capacity, the
Exchange has analyzed its capacity and
represents that it and OPRA have the
necessary systems capacity to handle
any potential additional traffic
associated with this proposed rule
change. The Exchange believes that its
members will not have a capacity issue
as a result of this proposal.
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 rule change will result in
additional investment options and
opportunities to achieve the investment
and trading objectives of market
participants seeking efficient trading
and hedging vehicles, to the benefit of
investors, market participants, and the
marketplace in general. Specifically, the
Exchange believes that SPY and DIA
option investors and traders will
significantly benefit from the
availability of finer strike price intervals
above a 200 price point.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
tkelley on DSK3SPTVN1PROD with NOTICES
Because the 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, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 14 and Rule 19b–4(f)(6)
thereunder.15
options markets have filed similar proposals to
modify the strike price (intervals) regime for
specific options. See, e.g., Securities Exchange Act
Release No. 72482 (June 26, 2014), 79 FR 37825
(July 2, 2014) (SR–CBOE–2014–051) (notice of filing
and immediate effectiveness modifying the strike
price regime for Mini-S&P 500 Index (XSP)
options).
14 15 U.S.C. 78s(b)(3)(A).
15 17 CFR 240.19b–4(f)(6). As required under Rule
19b–4(f)(6)(iii), the Exchange provided the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and the text of the proposed rule
change, at least five business days prior to the date
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The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange stated that waiver
of this requirement would allow the
Exchange to implement the proposed
rule change as soon as possible and
thereby harmonize its rules regarding
SPY and DIA options intervals with the
rules of other markets. The Exchange
also stated that waiver would allow
market participants to more effectively
tailor their investing, trading, and
hedging decisions in respect of SPY and
DIA options by using finer $1
increments. For these reasons, the
Commission believes that the proposed
rule change presents no novel issues
and that waiver of the 30-day operative
delay is consistent with the protection
of investors and the public interest; and
will allow the Exchange to remain
competitive with other exchanges.
Therefore, the Commission designates
the proposed rule change to be operative
upon filing.16
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.
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:
53813
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2014–091. 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–
NASDAQ–2014–091 and should be
submitted on or before October 2, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–21527 Filed 9–9–14; 8:45 am]
BILLING CODE 8011–01–P
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–
NASDAQ–2014–091 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
of filing of the proposed rule change, or such
shorter time as designated by the Commission.
16 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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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72998; File No. SR–ISE–
2014–42]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing of Proposed Rule
Change Regarding Strike Price
Intervals for SPY and DIA Options
September 4, 2014.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
17 17
1 15
E:\FR\FM\10SEN1.SGM
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
10SEN1
53814
Federal Register / Vol. 79, No. 175 / Wednesday, September 10, 2014 / Notices
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
September 3, 2014, the International
Securities Exchange, LLC (the
‘‘Exchange’’ or the ‘‘ISE’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The ISE proposes to amend its rules
to allow $1 or greater strike price
intervals for options on certain
Exchange-Traded Fund Shares approved
for options trading pursuant to Rule
502(h). The text of the proposed rule
change is available on the Exchange’s
Web site (https://www.ise.com), at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
Sections A, B, and C below, of the most
significant aspects of such statements.
tkelley on DSK3SPTVN1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this proposed rule
change is to amend ISE rules to allow
$1 or greater strike price intervals for
options listed on the SPDR S&P 500 ETF
(‘‘SPY’’) and the SPDR Dow Jones
Industrial Average ETF (‘‘DIA’’),
consistent with recent changes proposed
by NASDAQ OMX PHLX (‘‘Phlx’’) and
approved by the Commission.4 Options
on SPY and DIA have historically traded
on the ISE with $1 intervals up to a
2 15
U.S.C. 78a.
CFR 240.19b–4.
4 See Securities Exchange Act Release No.[sic]
72664 (July 24, 2014), 79 FR 44231 (July 30, 2014)
(SR–Phlx–2014–46) (Notice); 72949 (August 29,
2014) (SR–Phlx–2014–46) (Approval).
3 17
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strike price of $200 pursuant to Rule
504(h), which permits options on
Exchange-Traded Fund Shares to be
traded in intervals that were established
on other exchanges prior to listing on
the ISE.5 Above $200 these options
classes trade with significantly wider $5
strike price intervals. As the underlying
securities have been steadily
approaching, and in the case of SPY has
recently surpassed, the $200 mark, and
in response to increased investor and
member demand to list additional
strikes in these heavily traded options
classes, the Exchange now proposes to
list options on SPY and DIA in dollar
intervals regardless of the strike price.
Specifically, the Exchange proposes to
add Supplementary Material .14 to state
that notwithstanding any other
provision regarding the interval of strike
prices of series of options on ExchangeTraded Fund Shares in Rule 504, the
interval of strike prices on SPY and DIA
options will be $1 or greater. By having
smaller strike intervals in SPY and DIA,
investors will have more efficient
hedging and trading opportunities. The
proposed $1 intervals above a $200
strike price will result in having at-themoney series based on the underlying
SPY or DIA moving less than 1%, which
falls in line with slower price
movements of a broad-based index.
Furthermore, the proposed $1 intervals
will allow members to continue to
employ current option trading and
hedging strategies in SPY and DIA.
Considering that $1 intervals already
exist below the $200 price point, and
that SPY and DIA are both trading close
to or at the $200 level, continuing to
maintain the artificial $200 ceiling
(above which intervals increase 500% to
$5), will have a negative effect on
investing, trading and hedging
opportunities and volume. The
continued demand for highly liquid
options such as SPY and DIA, and the
investing, trading, and hedging
opportunities they represent, far
outweighs any potential negative impact
of allowing SPY and DIA options to
trade in more finely tailored intervals
above a $200 price point.
With the proposal, for example,
investors and traders would be able to
roll open positions from a lower strike
to a higher strike in conjunction with
the price movement of the underlying.
Under the current rule, where the next
higher available series would be $5
away above a $200 strike price, the
ability to roll such positions is
effectively negated. Thus, to move a
5 See Securities Exchange Act Release No. 44037
(March 2, 2001), 66 FR 14613 (March 13, 2001) (SR–
ISE–01–08).
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position from a $200 strike to a $205
strike under the current rule, an investor
would need for the underlying product
to move 2.5%, and would not be able to
execute a roll up until such a large
movement occurred. With the proposed
rule change, however, the investor
would be in a significantly safer
position of being able to roll his open
options position from a $200 to a $201
strike price, which is only a 0.5% move
for the underlying.
By allowing SPY and DIA options in
$1 intervals over a $200 strike price, the
proposal will moderately augment the
total number of options series available
on the Exchange. However, the
Exchange has analyzed its capacity and
represents that it and the Options Price
Reporting Authority (‘‘OPRA’’) have the
necessary systems capacity to handle
any potential additional traffic
associated with this proposed rule
change. The Exchange believes that its
members will not have a capacity issue
as a result of this proposal. The
Exchange also represents that it does not
believe this expansion will cause
fragmentation of liquidity. The
Exchange’s beliefs are supported by the
limited nature of the proposal, which
applies to two symbols rather than to all
Exchange-Traded Fund Shares.
Moreover, while under current rules
there is ample liquidity, such liquidity
is constricted above $200. This proposal
enhances liquidity by offering more
rational strike price intervals as the
stock market appreciates in value.
The Exchange believes that the
proposed rule change, like the other
strike price programs currently offered
by the Exchange, will benefit investors
by giving them more flexibility to more
closely tailor their investment and
hedging decisions.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the
Securities Exchange Act of 1934 (the
‘‘Act’’),6 in general, and with Section
6(b)(5) of the Act,7 in particular, in that
it is designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
6 15
7 15
E:\FR\FM\10SEN1.SGM
U.S.C. 78f.
U.S.C. 78f(b)(5).
10SEN1
tkelley on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 79, No. 175 / Wednesday, September 10, 2014 / Notices
general, to protect investors and the
public interest.
In particular, the proposed rule
change would add consistency to the
SPY and DIA options markets and allow
investors to use SPY and DIA options
more easily and effectively. Moreover,
the proposed rule change would allow
investors and traders, whether big or
small, to better trade and hedge
positions in SPY and DIA options where
the strike price is greater than $200, and
ensure that SPY and DIA options
investors and traders are not at a
disadvantage simply because of the
strike price.
The Exchange also believes the
proposed rule change is consistent with
Section 6(b)(1) of the Act,8 which
provides that the Exchange be organized
and have the capacity to be able to carry
out the purposes of the Act and the
rules and regulations thereunder, and
the rules of the Exchange. The rule
change proposal allows the Exchange to
respond to customer demand to allow
SPY and DIA options to trade in $1
intervals above a $200 strike price. The
Exchange does not believe that the
proposed rule would create additional
capacity issues or affect market
functionality.
As noted above, options on ExchangeTraded Fund Shares generally trade in
wider $5 intervals above a $200 strike
price, whereas options at or below a
$200 strike price trade in $1 intervals.
This creates a situation where contracts
on the same option class, namely SPY
and DIA options, effectively may not be
able to execute certain strategies, such
as rolling to a higher strike price, simply
because of the arbitrary $200 strike price
above which options intervals increase
by 500%. This proposal remedies the
situation by establishing an exception to
the current strike price interval regime,
for SPY and DIA options only, to allow
such options to trade in $1 or greater
intervals at all strike prices.
The Exchange believes that the
proposed rule change, like other strike
price programs currently offered by the
Exchange, will benefit investors by
giving them increased flexibility to more
closely tailor their investment and
hedging decisions. Moreover, the
proposed rule change is consistent with
changes proposed by Phlx and approved
by the Commission.9
With regard to the impact of this
proposal on system capacity, the
Exchange has analyzed its capacity and
represents that it and OPRA have the
necessary systems capacity to handle
any potential additional traffic
8 15
U.S.C. 78f(b)(5).
supra note 4.
9 See
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associated with this proposed rule
change. The Exchange believes that its
members will not have a capacity issue
as a result of this proposal.
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 proposed rule change is a
competitive response to a recent Phlx
filing approved by the Commission.10
The Exchange believes that the
proposed rule change is essential to
ensure fair competition between
markets, and will result in additional
investment options and opportunities to
achieve the investment and trading
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
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the 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, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 11 and Rule 19b–4(f)(6)
thereunder.12
The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange stated that waiver
10 Id.
11 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). As required under Rule
19b–4(f)(6)(iii), the Exchange provided the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and the 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
Commission has waived the pre-filing requirement
in this case.
12 17
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53815
of this requirement will ensure fair
competition among options exchanges
by allowing the Exchange to establish
smaller strike price intervals in these
highly traded products at the same time
as at least one other options exchange.
For these reasons, the Commission
believes that the proposed rule change
presents no novel issues and that waiver
of the 30-day operative delay is
consistent with the protection of
investors and the public interest; and
will allow the Exchange to remain
competitive with other exchanges.
Therefore, the Commission designates
the proposed rule change to be operative
upon filing.13
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.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
ISE–2014–42 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–ISE–2014–42. 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
13 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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10SEN1
53816
Federal Register / Vol. 79, No. 175 / Wednesday, September 10, 2014 / Notices
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
2014–42 and should be submitted on or
before October 1, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–21529 Filed 9–9–14; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF STATE
[Public Notice 8864]
Bureau of Political-Military Affairs,
Directorate of Defense Trade Controls:
Notifications to the Congress of
Proposed Commercial Export Licenses
Department of State.
Notice.
AGENCY:
ACTION:
Notice is hereby given that
the Department of State has forwarded
the attached Notifications of Proposed
Export Licenses to the Congress on the
dates indicated on the attachments
pursuant to sections 36(c) and 36(d),
and in compliance with section 36(f), of
the Arms Export Control Act.
DATES: Effective Date: As shown on each
of the 38 letters.
FOR FURTHER INFORMATION CONTACT: Ms.
Lisa V. Aguirre, Directorate of Defense
Trade Controls, Department of State,
telephone (202) 663–2830; email
DDTCResponseTeam@state.gov. ATTN:
Congressional Notification of Licenses.
SUPPLEMENTARY INFORMATION: Section
36(f) of the Arms Export Control Act (22
tkelley on DSK3SPTVN1PROD with NOTICES
SUMMARY:
14 17
CFR 200.30–3(a)(12).
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19:04 Sep 09, 2014
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U.S.C. 2778) mandates that notifications
to the Congress pursuant to sections
36(c) and 36(d) must be published in the
Federal Register when they are
transmitted to Congress or as soon
thereafter as practicable.
Following are such notifications to
the Congress:
February 21, 2014
Honorable John A. Boehner, Speaker of
the House of Representatives.
Dear Mr. Speaker: Pursuant to Section
36(c) of the Arms Export Control Act,
I am transmitting, herewith,
certification of a proposed
amendment to a manufacturing
license for export of defense articles,
including technical data, and defense
services in the amount of
$100,000,000 or more.
The transaction contained in the
attached certification authorizes the
export of defense articles, including
technical data, and defense services to
support the manufacture, assembly,
inspection, and delivery of TF33, J52,
J57, and F100 engine parts and
components for end use by Israel.
The United States government is
prepared to license the export of these
items having taken into account
political, military, economic, human
rights, and arms control considerations.
More detailed information is
contained in the formal certification
which, though unclassified, contains
business information submitted to the
Department of State by the applicant,
publication of which could cause
competitive harm to the United States
firm concerned.
Sincerely,
Julia Frifield,
Assistant Secretary, Legislative Affairs.
Enclosure: Transmittal No. DDTC 13–
171.
February 24, 2014
Honorable John A. Boehner, Speaker of
the House of Representatives.
Dear Mr. Speaker: Pursuant to Section
36(c) of the Arms Export Control Act, I
am transmitting, herewith, certification
of a proposed license for the export of
firearm parts and components
controlled under Category I of the
United States Munitions List in the
amount of $1,000,000 or more.
The transaction contained in the
attached certification involves the
export of 7.62mm M60E4 machine guns
with primary and spare barrels and
accessories for use by the Turkish
National Police as part of their NATO
modernization program.
The United States government is
prepared to license the export of these
items having taken into account
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Sfmt 4703
political, military, economic, human
rights, and arms control considerations.
More detailed information is
contained in the formal certification
which, though unclassified, contains
business information submitted to the
Department of State by the applicant,
publication of which could cause
competitive harm to the United States
firm concerned.
Sincerely,
Julia Frifield,
Assistant Secretary, Legislative Affairs.
Enclosure: Transmittal No. DDTC 14–
003.
February 28, 2014
Honorable John A. Boehner, Speaker of
the House of Representatives.
Dear Mr. Speaker: Pursuant to Section
36(c) of the Arms Export Control Act, I
am transmitting, herewith, certification
of a proposed license for the export of
defense articles, to include technical
data, and defense services in the amount
of $50,000,000 or more.
The transaction contained in the
attached certification involves the
transfer of defense articles, to include
technical data, and defense services to
support the integration of the
Turkmenistan National Satellite System
of Communications with the Falcon 9
launch vehicle.
The United States government is
prepared to license the export of these
items having taken into account
political, military, economic, human
rights, and arms control considerations.
More detailed information is
contained in the formal certification
which, though unclassified, contains
business information submitted to the
Department of State by the applicant,
publication of which could cause
competitive harm to the United States
firm concerned.
Sincerely,
Julia Frifield,
Assistant Secretary, Legislative Affairs.
Enclosure: Transmittal No. DDTC 13–
178.
March 7, 2014
Honorable John A. Boehner, Speaker of
the House of Representatives.
Dear Mr. Speaker: Pursuant to Section
36(c) of the Arms Export Control Act, I
am transmitting, herewith, certification
of a proposed license for the export of
defense articles, including technical
data, and defense services in the amount
of $50,000,000 or more.
The transaction contained in the
attached certification involves the
export of defense articles, including
technical data, and defense services to
Belgium, France, Germany, Greece,
Ireland, Italy, the Netherlands, Portugal,
E:\FR\FM\10SEN1.SGM
10SEN1
Agencies
[Federal Register Volume 79, Number 175 (Wednesday, September 10, 2014)]
[Notices]
[Pages 53813-53816]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-21529]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-72998; File No. SR-ISE-2014-42]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing of Proposed Rule Change Regarding Strike Price
Intervals for SPY and DIA Options
September 4, 2014.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the
[[Page 53814]]
``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby given that,
on September 3, 2014, the International Securities Exchange, LLC (the
``Exchange'' or the ``ISE'') filed with the Securities and Exchange
Commission (the ``Commission'') the proposed rule change as described
in Items I and II below, which Items have been prepared by the self-
regulatory organization. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The ISE proposes to amend its rules to allow $1 or greater strike
price intervals for options on certain Exchange-Traded Fund Shares
approved for options trading pursuant to Rule 502(h). The text of the
proposed rule change is available on the Exchange's Web site (https://www.ise.com), at the principal office of the Exchange, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
has prepared summaries, set forth in Sections A, B, and C below, of the
most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to amend ISE rules to
allow $1 or greater strike price intervals for options listed on the
SPDR S&P 500 ETF (``SPY'') and the SPDR Dow Jones Industrial Average
ETF (``DIA''), consistent with recent changes proposed by NASDAQ OMX
PHLX (``Phlx'') and approved by the Commission.\4\ Options on SPY and
DIA have historically traded on the ISE with $1 intervals up to a
strike price of $200 pursuant to Rule 504(h), which permits options on
Exchange-Traded Fund Shares to be traded in intervals that were
established on other exchanges prior to listing on the ISE.\5\ Above
$200 these options classes trade with significantly wider $5 strike
price intervals. As the underlying securities have been steadily
approaching, and in the case of SPY has recently surpassed, the $200
mark, and in response to increased investor and member demand to list
additional strikes in these heavily traded options classes, the
Exchange now proposes to list options on SPY and DIA in dollar
intervals regardless of the strike price.
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\4\ See Securities Exchange Act Release No.[sic] 72664 (July 24,
2014), 79 FR 44231 (July 30, 2014) (SR-Phlx-2014-46) (Notice); 72949
(August 29, 2014) (SR-Phlx-2014-46) (Approval).
\5\ See Securities Exchange Act Release No. 44037 (March 2,
2001), 66 FR 14613 (March 13, 2001) (SR-ISE-01-08).
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Specifically, the Exchange proposes to add Supplementary Material
.14 to state that notwithstanding any other provision regarding the
interval of strike prices of series of options on Exchange-Traded Fund
Shares in Rule 504, the interval of strike prices on SPY and DIA
options will be $1 or greater. By having smaller strike intervals in
SPY and DIA, investors will have more efficient hedging and trading
opportunities. The proposed $1 intervals above a $200 strike price will
result in having at-the-money series based on the underlying SPY or DIA
moving less than 1%, which falls in line with slower price movements of
a broad-based index. Furthermore, the proposed $1 intervals will allow
members to continue to employ current option trading and hedging
strategies in SPY and DIA. Considering that $1 intervals already exist
below the $200 price point, and that SPY and DIA are both trading close
to or at the $200 level, continuing to maintain the artificial $200
ceiling (above which intervals increase 500% to $5), will have a
negative effect on investing, trading and hedging opportunities and
volume. The continued demand for highly liquid options such as SPY and
DIA, and the investing, trading, and hedging opportunities they
represent, far outweighs any potential negative impact of allowing SPY
and DIA options to trade in more finely tailored intervals above a $200
price point.
With the proposal, for example, investors and traders would be able
to roll open positions from a lower strike to a higher strike in
conjunction with the price movement of the underlying. Under the
current rule, where the next higher available series would be $5 away
above a $200 strike price, the ability to roll such positions is
effectively negated. Thus, to move a position from a $200 strike to a
$205 strike under the current rule, an investor would need for the
underlying product to move 2.5%, and would not be able to execute a
roll up until such a large movement occurred. With the proposed rule
change, however, the investor would be in a significantly safer
position of being able to roll his open options position from a $200 to
a $201 strike price, which is only a 0.5% move for the underlying.
By allowing SPY and DIA options in $1 intervals over a $200 strike
price, the proposal will moderately augment the total number of options
series available on the Exchange. However, the Exchange has analyzed
its capacity and represents that it and the Options Price Reporting
Authority (``OPRA'') have the necessary systems capacity to handle any
potential additional traffic associated with this proposed rule change.
The Exchange believes that its members will not have a capacity issue
as a result of this proposal. The Exchange also represents that it does
not believe this expansion will cause fragmentation of liquidity. The
Exchange's beliefs are supported by the limited nature of the proposal,
which applies to two symbols rather than to all Exchange-Traded Fund
Shares. Moreover, while under current rules there is ample liquidity,
such liquidity is constricted above $200. This proposal enhances
liquidity by offering more rational strike price intervals as the stock
market appreciates in value.
The Exchange believes that the proposed rule change, like the other
strike price programs currently offered by the Exchange, will benefit
investors by giving them more flexibility to more closely tailor their
investment and hedging decisions.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Securities Exchange Act of 1934
(the ``Act''),\6\ in general, and with Section 6(b)(5) of the Act,\7\
in particular, in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to foster cooperation and coordination with
persons engaged in regulating, clearing, settling, processing
information with respect to, and facilitating transactions in
securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in
[[Page 53815]]
general, to protect investors and the public interest.
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\6\ 15 U.S.C. 78f.
\7\ 15 U.S.C. 78f(b)(5).
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In particular, the proposed rule change would add consistency to
the SPY and DIA options markets and allow investors to use SPY and DIA
options more easily and effectively. Moreover, the proposed rule change
would allow investors and traders, whether big or small, to better
trade and hedge positions in SPY and DIA options where the strike price
is greater than $200, and ensure that SPY and DIA options investors and
traders are not at a disadvantage simply because of the strike price.
The Exchange also believes the proposed rule change is consistent
with Section 6(b)(1) of the Act,\8\ which provides that the Exchange be
organized and have the capacity to be able to carry out the purposes of
the Act and the rules and regulations thereunder, and the rules of the
Exchange. The rule change proposal allows the Exchange to respond to
customer demand to allow SPY and DIA options to trade in $1 intervals
above a $200 strike price. The Exchange does not believe that the
proposed rule would create additional capacity issues or affect market
functionality.
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\8\ 15 U.S.C. 78f(b)(5).
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As noted above, options on Exchange-Traded Fund Shares generally
trade in wider $5 intervals above a $200 strike price, whereas options
at or below a $200 strike price trade in $1 intervals. This creates a
situation where contracts on the same option class, namely SPY and DIA
options, effectively may not be able to execute certain strategies,
such as rolling to a higher strike price, simply because of the
arbitrary $200 strike price above which options intervals increase by
500%. This proposal remedies the situation by establishing an exception
to the current strike price interval regime, for SPY and DIA options
only, to allow such options to trade in $1 or greater intervals at all
strike prices.
The Exchange believes that the proposed rule change, like other
strike price programs currently offered by the Exchange, will benefit
investors by giving them increased flexibility to more closely tailor
their investment and hedging decisions. Moreover, the proposed rule
change is consistent with changes proposed by Phlx and approved by the
Commission.\9\
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\9\ See supra note 4.
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With regard to the impact of this proposal on system capacity, the
Exchange has analyzed its capacity and represents that it and OPRA have
the necessary systems capacity to handle any potential additional
traffic associated with this proposed rule change. The Exchange
believes that its members will not have a capacity issue as a result of
this proposal.
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
proposed rule change is a competitive response to a recent Phlx filing
approved by the Commission.\10\ The Exchange believes that the proposed
rule change is essential to ensure fair competition between markets,
and will result in additional investment options and opportunities to
achieve the investment and trading objectives of market participants
seeking efficient trading and hedging vehicles, to the benefit of
investors, market participants, and the marketplace in general.
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\10\ Id.
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the 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, the proposed rule change has become effective
pursuant to Section 19(b)(3)(A) of the Act \11\ and Rule 19b-4(f)(6)
thereunder.\12\
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(6). As required under Rule 19b-
4(f)(6)(iii), the Exchange provided the Commission with written
notice of its intent to file the proposed rule change, along with a
brief description and the 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
Commission has waived the pre-filing requirement in this case.
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The Exchange has asked the Commission to waive the 30-day operative
delay so that the proposal may become operative immediately upon
filing. The Exchange stated that waiver of this requirement will ensure
fair competition among options exchanges by allowing the Exchange to
establish smaller strike price intervals in these highly traded
products at the same time as at least one other options exchange. For
these reasons, the Commission believes that the proposed rule change
presents no novel issues and that waiver of the 30-day operative delay
is consistent with the protection of investors and the public interest;
and will allow the Exchange to remain competitive with other exchanges.
Therefore, the Commission designates the proposed rule change to be
operative upon filing.\13\
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\13\ 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 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.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-ISE-2014-42 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-ISE-2014-42. 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
[[Page 53816]]
amendments, all written statements with respect to the proposed rule
change that are filed with the Commission, and all written
communications relating to the proposed rule change between the
Commission and any person, other than those that may be withheld from
the public in accordance with the provisions of 5 U.S.C. 552, will be
available for Web site viewing and printing in the Commission's Public
Reference Room, 100 F Street NE., Washington, DC 20549, on official
business days between the hours of 10:00 a.m. and 3:00 p.m. Copies of
the filing also will be available for inspection and copying at the
principal office of the Exchange. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-ISE-2014-42 and should be submitted on or before October
1, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-21529 Filed 9-9-14; 8:45 am]
BILLING CODE 8011-01-P