Self-Regulatory Organizations; NASDAQ PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Regarding Rule 505 and Rule 506, 8308-8310 [2016-03274]
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8308
Federal Register / Vol. 81, No. 32 / Thursday, February 18, 2016 / Notices
the decisional process would be
significantly aided by oral argument.204
The Commission notes the record is
extensive, and contains significant
amounts of data and information related
to the Capital Plan. As a result, the
Commission does not believe that either
the presentation of facts and legal
arguments in the briefs and record or
the decisional process would be
significantly aided by oral argument.
Accordingly, the Commission denies the
Oral Argument Motion.
V. Conclusion
mstockstill on DSK4VPTVN1PROD with NOTICES
It is therefore ordered that the earlier
action taken by delegated authority,
Securities Exchange Act Release No.
74452 (March 6, 2015), 80 FR 13058
(March 12, 2015) is set aside and
pursuant to section 19(b)(2) of the
Exchange Act SR–OCC–2015–02 is
approved. All pending motions in this
matter are hereby denied.
For the reasons stated above, it is
hereby:
Ordered that the earlier action taken
by delegated authority, Securities
Exchange Act Release No. 74452 (March
6, 2015), 80 FR 13058 (March 12, 2015)
is hereby set aside; and
It is further ordered that SR–OCC–
2015–02 is hereby approved pursuant to
section 19(b)(2) of the Exchange Act;
and
It is further ordered that the Motion to
Reinstitute Automatic Stay is denied as
moot; and
It is further ordered that the Motion to
Expedite the Commission’s Ruling on
the Pending Motion to Reinstitute the
Automatic Stay is denied as moot; and
It is further ordered that the Motion
for an Order (1) Referring this Matter to
a Hearing Officer for the Taking of
Additional Evidence, And (2) Directing
Discovery in Advance of the Hearing is
denied; and
It is further ordered that the Motion
for Oral Argument in Connection with
the Commission’s Review of the Staff’s
Order Approving OCC’s Capital Plan
and Supporting Brief is denied.
By the Commission.
Brent J. Fields,
Secretary.
[FR Doc. 2016–03265 Filed 2–17–16; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77121; File No. SR–Phlx–
2016–22]
Self-Regulatory Organizations;
NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change Regarding Rule
505 and Rule 506
February 11, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 2 thereunder,
notice is hereby given that on February
5, 2016, NASDAQ PHLX LLC (‘‘Phlx’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange is filing with the
Commission a proposal to delete Rule
505 (Allocation, Reallocation and
Transfer of Issues) and update Rule 506
(Allocation Application).3
The text of the proposed rule change
is available on the Exchange’s Web site
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.
BILLING CODE 8011–01–P
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 References to rules are to Phlx rules unless
otherwise noted.
2 17
204 See
17 CFR 201.451.
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to update its
rules to delete Rule 505 (Allocation,
Reallocation and Transfer of Issues) and
update Rule 506 (Allocation
Application).
Rules 505 and 506 were approved
more than three decades ago,4 at which
time Exchange options trading was
strictly on-floor open outcry through
specialists. Exchange options trading
developed into a robust hybrid system
that is currently largely electronic and
off-floor 5 but continues to have on-floor
specialists 6 and open outcry trading.
The Exchange is now consolidating its
Rules 505 and 506.7 Having found that
some of the concepts in Rule 505 are
obsolete and that others belong in Rule
506, the Exchange is deleting Rule 505.
Simultaneously, the Exchange is
updating Rule 506 to make it more
easily readable and to transfer certain
concepts from Rule 505 to Rule 506.
These changes are described below.
Deletion of Rule 505
The Exchange has concluded that
with the placement of certain concepts
from Rule 505 into Rule 506, Rule 505
is no longer needed. The Exchange
believes that it is desirable to discuss
the process of allocation or reallocation
application, allocation, reallocation, and
transfer in one rule, namely Rule 506.
Moreover, ‘‘leasing’’ is not practiced on
the Exchange and obsolete language in
Rule 505 in respect of leasing is no
longer needed.8 The Exchange proposes
to therefore delete Rule 505, and to
update and clarify Rule 506 to be more
descriptive and to add several concepts
from deleted Rule 505.
Updating of Rule 506
First, Rule 506 is updated to make it
clear to the reader that the rule applies
to the process of allocation application
4 See, e.g., Securities Exchange Act Release No.
37019 (August 17, 1982), 47 FR 37019 (August 24,
1982) (SR–Phlx–81–1) (approval order).
5 Electronic traders include market makers that
are streaming quote traders (‘‘SQTs’’), remote
streaming quote traders (‘‘RSQTs’’), and off-floor
specialists (‘‘Remote Specialists’’). See Rules
1014(b)(ii)(A), 1014(b)(ii)(B), and 1020.
6 Remote Specialists do not have a physical
presence on the floor of the Exchange. Rule 1020.
7 While the vast majority of options rules are
found in Rule 1000 and higher of the Exchange’s
rule book, some older options-related rules, such as
Rules 505 and 506, are in the Exchange’s rule book
below Rule 1000.
8 ‘‘Leasing’’ is the now-obsolete practice or one
specialist leasing, or renting, an allocated issue to
another specialist.
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Federal Register / Vol. 81, No. 32 / Thursday, February 18, 2016 / Notices
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as well as allocation, reallocation, and
transfer. Specifically, the title to Rule
506 is expanded to state ‘‘Allocation
Application, Allocation, Reallocation,
and Transfer’’. This will allow the
reader to more easily understand what
Rule 506 is about.
Second, the Exchange is adding
language to indicate that applications
may be regarding reallocation. Section
(b) of Rule 506 is expanded to state that
an allocation or reallocation application
shall be submitted to the Exchange’s
staff in writing. Each allocation or
reallocation application will continue to
include, at a minimum, the name and
background of the head specialist and
assistant specialist(s) (except that a
Remote Specialist need not include an
assistant specialist), the unit’s
experience and capitalization
demonstrating an ability to trade the
particular options class sought, and any
other reasons why the unit believes it
should be assigned or allocated the
security.9
Third, section (c) of Rule 506 states
that allocation decisions and automatic
allocations 10 shall be communicated in
writing to Exchange members. The
Exchange proposes to add into section
(c) language to state that reallocation or
transfer decisions, like allocation
decisions and automatic allocations,
shall be communicated in writing to
Exchange members.
Fourth, the Exchange is transferring
the ‘‘Registrant’’ concept from deleted
Rule 505 to section (d) of Rule 506
indicating in whose names an options
class needs to be registered; and
indicating that Registrant will act as
specialist for a period of at least one
year (known as ‘‘minimum specialist
period’’). Specifically, the Exchange
proposes to add to section (d) the
following language:
Upon allocation, reallocation, or
transfer of an options class, the options
class must be registered in either the
name of the specialist unit, or jointly in
the name of the unit and the specialist
9 The ability of the Exchange to require that the
application include other information is continued.
Rule 506(b). The Exchange is removing from section
(b) antiquated language regarding system
acceptance/execution levels and guarantees, as
these are not currently used and are therefore
obsolete. The language was used with allocation
and transfers at a time when there was a lack of
uniformity regarding execution levels, as opposed
to standardization now (e.g., 1-up, 10-up). Rule
506(b).
10 Automatic allocations are discussed in
Supplementary Material .02 to Rule 506. The
Exchange proposes to add ‘‘Automatic’’ in front of
the current title ‘‘Allocation of Options on Related
Securities’’ so that the title is more descriptive. The
Exchange also proposes to rename ‘‘Supplementary
Material’’ to ‘‘Commentary’’ to conform with the
general naming convention for rules.
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19:03 Feb 17, 2016
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(‘‘Registrant’’). Each Registrant must be
an Exchange member and an approved
specialist. The Registrant shall act as
specialist for the options class for at
least one year (‘‘minimum specialist
period’’); unless some other period is
defined by the Exchange pursuant to
this rule. After expiration of the
minimum specialist period, the
Exchange may re-allocate the options
class.
In transferring the ‘‘Registrant’’
concept from deleted Rule 505, the
Exchange does not state that the options
class can be registered solely in the
name of an individual acting as
specialist since this is not the current
practice. Rather, the Exchange proposes
to state that the options class must be
registered in either the name of the
specialist unit, or jointly in the name of
the unit and the specialist.
Commensurate with other changes and
the language of Rule 506, the Exchange
is also proposing to state in Rule 506(d)
that once the specialist unit is allocated,
reallocated, or transferred an options
class,11 such specialist unit will notify
the Exchange in writing regarding any
material change in the application for
any assigned options class.12
Fifth, the Exchange is transferring
from Commentary .01 of deleted Rule
505 to new Commentary.03 of Rule 506
the concept that the Exchange may
establish a period of less than one year
for Registrant to act as a specialist in an
options class (known as ‘‘alternate
specialist period’’). This allows the
Exchange to establish a period of time
that is less than one year, which is
shorter than the minimum specialist
period. During the alternate specialist
period established by the Exchange the
Registrant must act as specialist in an
allocated options class. If the Exchange
decides to establish an alternate
specialist period, it will communicate
such period in solicitation applications.
Also, after the alternate or minimum
specialist period the Exchange may reallocate an options class. Specifically,
the Exchange proposes to state in
Commentary .03:
.03 Alternate Specialist Period.
The Exchange may establish that a
Registrant shall act as a specialist in an
allocated options class for a shorter
period defined by the Exchange that is
11 The term ‘‘specialist unit’’ is used for
uniformity and readability in section Rule 506(a)
and elsewhere in the rule (e.g., sections (d), (e),
Commentary .01 (renamed from Supplementary
Material .01 to better follow the naming
convention)). Similarly, ‘‘issue’’ is proposed to be
changed to ‘‘options class’’.
12 The Exchange proposes to also remove obsolete
language regarding system acceptance/execution
levels from Rule 506(d).
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8309
less than one year (‘‘alternate specialist
period’’). If the Exchange establishes an
alternate specialist period, it will
communicate such period in solicitation
applications (notices) pursuant to Rule
506. After expiration of the alternate
specialist period, the Exchange may reallocate the options class.
The Exchange believes that these noncontroversial changes to consolidate
Rules 505 and 506 and to update and
modernize Rule 506 as discussed will
make remaining Rule 506 clearer and
easier to use.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 13 in general, and furthers the
objectives of Section 6(b)(5) of the Act 14
in particular, in that it is designed to
promote just and equitable principles of
trade and to protect investors and the
public interest by deleting Rule 505 and
updating Rule 506 and thereby
consolidating the rules as discussed.
The Exchange believes that the rule
change will promote just and equitable
principles of trade by making the rules
clearer and easier to use. The Exchange
is proposing to get rid of an older rule,
specifically Rule 505, and to consolidate
certain concepts from Rule 505 into
remaining Rule 506. By doing so the
Exchange is deleting obsolete language
in Rule 505 regarding options classes
that are subject to a lease, as leasing is
not practiced on the Exchange. The
Exchange is clarifying that Rule 506 will
deal with allocation, reallocation, and
transfer and that allocation, reallocation,
or transfer decisions and automatic
allocations will be communicated in
writing to Exchange members. The
Exchange proposes to transfer from
deleted Rule 505 to Rule 506 the
Registrant concept indicating that an
options class must be registered in
either the name of the specialist unit, or
jointly in the name of the unit and the
specialist; and indicating that Registrant
will act as specialist for a one year
minimum specialist period. The
Exchange proposes to state in Rule 506
that the Exchange can establish an
alternate specialist period that is shorter
than the minimum specialist period,
and that such alternate specialist period
will be communicated in solicitation
applications. The Exchange will also
update language in Rule 506 for clarity
and readability (e.g., ‘‘specialist unit’’
and ‘‘options class’’).
The Exchange believes that the
proposed non-controversial change to
consolidate Rules 505 and 506 and to
13 15
14 15
E:\FR\FM\18FEN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
18FEN1
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Federal Register / Vol. 81, No. 32 / Thursday, February 18, 2016 / Notices
update and modernize Rule 506 will
make Rule 506 clearer and easier to use
to the benefit of market participants.
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
While the Exchange does not believe
that the proposed non-controversial
change is a burden on competition, or
is competitive in nature, the Exchange
believes that clearer, updated rules are
always beneficial to market participants.
Electronic Comments
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
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A) 15 of the Act and Rule 19b–
4(f)(6) thereunder 16 in that it effects a
change that: (i) Does not significantly
affect the protection of investors or the
public interest; (ii) does not impose any
significant burden on competition; and
(iii) by its terms, does not become
operative for 30 days after the date of
the filing, or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest.
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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) 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.
mstockstill on DSK4VPTVN1PROD with NOTICES
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
15 15
U.S.C. 78s(b)(3)(A).
16 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 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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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77110; File No. SR–
NYSEMKT–2016–23]
• 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 SRPhlx-2016–22 on the subject line.
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Modifying the Amex
Options Deep Market Data Product
Paper Comments
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on February
4, 2016, NYSE MKT LLC (the
‘‘Exchange’’ or ‘‘NYSE MKT’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I 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.
• 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–2016–22. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–Phlx–
2016–22, and should be submitted on or
before March 10, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–03274 Filed 2–17–16; 8:45 am]
BILLING CODE 8011–01–P
February 11, 2016.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to modify the
Amex Options Deep market data
product. The proposed rule change is
available on the Exchange’s Web site at
www.nyse.com, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to modify the
Amex Options Deep market data
product.
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
17 17
PO 00000
CFR 200.30–3(a)(12).
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18FEN1
Agencies
[Federal Register Volume 81, Number 32 (Thursday, February 18, 2016)]
[Notices]
[Pages 8308-8310]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-03274]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77121; File No. SR-Phlx-2016-22]
Self-Regulatory Organizations; NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Regarding Rule 505
and Rule 506
February 11, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 \2\ thereunder, notice is hereby given
that on February 5, 2016, NASDAQ PHLX LLC (``Phlx'' or ``Exchange'')
filed with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I, II, and III, below, which
Items have been prepared by the Exchange. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
---------------------------------------------------------------------------
\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 delete
Rule 505 (Allocation, Reallocation and Transfer of Issues) and update
Rule 506 (Allocation Application).\3\
---------------------------------------------------------------------------
\3\ References to rules are to Phlx rules unless otherwise
noted.
---------------------------------------------------------------------------
The text of the proposed rule change is available on the Exchange's
Web site 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 Exchange proposes to update its rules to delete Rule 505
(Allocation, Reallocation and Transfer of Issues) and update Rule 506
(Allocation Application).
Rules 505 and 506 were approved more than three decades ago,\4\ at
which time Exchange options trading was strictly on-floor open outcry
through specialists. Exchange options trading developed into a robust
hybrid system that is currently largely electronic and off-floor \5\
but continues to have on-floor specialists \6\ and open outcry trading.
The Exchange is now consolidating its Rules 505 and 506.\7\ Having
found that some of the concepts in Rule 505 are obsolete and that
others belong in Rule 506, the Exchange is deleting Rule 505.
Simultaneously, the Exchange is updating Rule 506 to make it more
easily readable and to transfer certain concepts from Rule 505 to Rule
506. These changes are described below.
---------------------------------------------------------------------------
\4\ See, e.g., Securities Exchange Act Release No. 37019 (August
17, 1982), 47 FR 37019 (August 24, 1982) (SR-Phlx-81-1) (approval
order).
\5\ Electronic traders include market makers that are streaming
quote traders (``SQTs''), remote streaming quote traders
(``RSQTs''), and off-floor specialists (``Remote Specialists''). See
Rules 1014(b)(ii)(A), 1014(b)(ii)(B), and 1020.
\6\ Remote Specialists do not have a physical presence on the
floor of the Exchange. Rule 1020.
\7\ While the vast majority of options rules are found in Rule
1000 and higher of the Exchange's rule book, some older options-
related rules, such as Rules 505 and 506, are in the Exchange's rule
book below Rule 1000.
---------------------------------------------------------------------------
Deletion of Rule 505
The Exchange has concluded that with the placement of certain
concepts from Rule 505 into Rule 506, Rule 505 is no longer needed. The
Exchange believes that it is desirable to discuss the process of
allocation or reallocation application, allocation, reallocation, and
transfer in one rule, namely Rule 506. Moreover, ``leasing'' is not
practiced on the Exchange and obsolete language in Rule 505 in respect
of leasing is no longer needed.\8\ The Exchange proposes to therefore
delete Rule 505, and to update and clarify Rule 506 to be more
descriptive and to add several concepts from deleted Rule 505.
---------------------------------------------------------------------------
\8\ ``Leasing'' is the now-obsolete practice or one specialist
leasing, or renting, an allocated issue to another specialist.
---------------------------------------------------------------------------
Updating of Rule 506
First, Rule 506 is updated to make it clear to the reader that the
rule applies to the process of allocation application
[[Page 8309]]
as well as allocation, reallocation, and transfer. Specifically, the
title to Rule 506 is expanded to state ``Allocation Application,
Allocation, Reallocation, and Transfer''. This will allow the reader to
more easily understand what Rule 506 is about.
Second, the Exchange is adding language to indicate that
applications may be regarding reallocation. Section (b) of Rule 506 is
expanded to state that an allocation or reallocation application shall
be submitted to the Exchange's staff in writing. Each allocation or
reallocation application will continue to include, at a minimum, the
name and background of the head specialist and assistant specialist(s)
(except that a Remote Specialist need not include an assistant
specialist), the unit's experience and capitalization demonstrating an
ability to trade the particular options class sought, and any other
reasons why the unit believes it should be assigned or allocated the
security.\9\
---------------------------------------------------------------------------
\9\ The ability of the Exchange to require that the application
include other information is continued. Rule 506(b). The Exchange is
removing from section (b) antiquated language regarding system
acceptance/execution levels and guarantees, as these are not
currently used and are therefore obsolete. The language was used
with allocation and transfers at a time when there was a lack of
uniformity regarding execution levels, as opposed to standardization
now (e.g., 1-up, 10-up). Rule 506(b).
---------------------------------------------------------------------------
Third, section (c) of Rule 506 states that allocation decisions and
automatic allocations \10\ shall be communicated in writing to Exchange
members. The Exchange proposes to add into section (c) language to
state that reallocation or transfer decisions, like allocation
decisions and automatic allocations, shall be communicated in writing
to Exchange members.
---------------------------------------------------------------------------
\10\ Automatic allocations are discussed in Supplementary
Material .02 to Rule 506. The Exchange proposes to add ``Automatic''
in front of the current title ``Allocation of Options on Related
Securities'' so that the title is more descriptive. The Exchange
also proposes to rename ``Supplementary Material'' to ``Commentary''
to conform with the general naming convention for rules.
---------------------------------------------------------------------------
Fourth, the Exchange is transferring the ``Registrant'' concept
from deleted Rule 505 to section (d) of Rule 506 indicating in whose
names an options class needs to be registered; and indicating that
Registrant will act as specialist for a period of at least one year
(known as ``minimum specialist period''). Specifically, the Exchange
proposes to add to section (d) the following language:
Upon allocation, reallocation, or transfer of an options class, the
options class must be registered in either the name of the specialist
unit, or jointly in the name of the unit and the specialist
(``Registrant''). Each Registrant must be an Exchange member and an
approved specialist. The Registrant shall act as specialist for the
options class for at least one year (``minimum specialist period'');
unless some other period is defined by the Exchange pursuant to this
rule. After expiration of the minimum specialist period, the Exchange
may re-allocate the options class.
In transferring the ``Registrant'' concept from deleted Rule 505,
the Exchange does not state that the options class can be registered
solely in the name of an individual acting as specialist since this is
not the current practice. Rather, the Exchange proposes to state that
the options class must be registered in either the name of the
specialist unit, or jointly in the name of the unit and the specialist.
Commensurate with other changes and the language of Rule 506, the
Exchange is also proposing to state in Rule 506(d) that once the
specialist unit is allocated, reallocated, or transferred an options
class,\11\ such specialist unit will notify the Exchange in writing
regarding any material change in the application for any assigned
options class.\12\
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\11\ The term ``specialist unit'' is used for uniformity and
readability in section Rule 506(a) and elsewhere in the rule (e.g.,
sections (d), (e), Commentary .01 (renamed from Supplementary
Material .01 to better follow the naming convention)). Similarly,
``issue'' is proposed to be changed to ``options class''.
\12\ The Exchange proposes to also remove obsolete language
regarding system acceptance/execution levels from Rule 506(d).
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Fifth, the Exchange is transferring from Commentary .01 of deleted
Rule 505 to new Commentary.03 of Rule 506 the concept that the Exchange
may establish a period of less than one year for Registrant to act as a
specialist in an options class (known as ``alternate specialist
period''). This allows the Exchange to establish a period of time that
is less than one year, which is shorter than the minimum specialist
period. During the alternate specialist period established by the
Exchange the Registrant must act as specialist in an allocated options
class. If the Exchange decides to establish an alternate specialist
period, it will communicate such period in solicitation applications.
Also, after the alternate or minimum specialist period the Exchange may
re-allocate an options class. Specifically, the Exchange proposes to
state in Commentary .03:
.03 Alternate Specialist Period.
The Exchange may establish that a Registrant shall act as a
specialist in an allocated options class for a shorter period defined
by the Exchange that is less than one year (``alternate specialist
period''). If the Exchange establishes an alternate specialist period,
it will communicate such period in solicitation applications (notices)
pursuant to Rule 506. After expiration of the alternate specialist
period, the Exchange may re-allocate the options class.
The Exchange believes that these non-controversial changes to
consolidate Rules 505 and 506 and to update and modernize Rule 506 as
discussed will make remaining Rule 506 clearer and easier to use.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \13\ in general, and furthers the objectives of Section
6(b)(5) of the Act \14\ in particular, in that it is designed to
promote just and equitable principles of trade and to protect investors
and the public interest by deleting Rule 505 and updating Rule 506 and
thereby consolidating the rules as discussed.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that the rule change will promote just and
equitable principles of trade by making the rules clearer and easier to
use. The Exchange is proposing to get rid of an older rule,
specifically Rule 505, and to consolidate certain concepts from Rule
505 into remaining Rule 506. By doing so the Exchange is deleting
obsolete language in Rule 505 regarding options classes that are
subject to a lease, as leasing is not practiced on the Exchange. The
Exchange is clarifying that Rule 506 will deal with allocation,
reallocation, and transfer and that allocation, reallocation, or
transfer decisions and automatic allocations will be communicated in
writing to Exchange members. The Exchange proposes to transfer from
deleted Rule 505 to Rule 506 the Registrant concept indicating that an
options class must be registered in either the name of the specialist
unit, or jointly in the name of the unit and the specialist; and
indicating that Registrant will act as specialist for a one year
minimum specialist period. The Exchange proposes to state in Rule 506
that the Exchange can establish an alternate specialist period that is
shorter than the minimum specialist period, and that such alternate
specialist period will be communicated in solicitation applications.
The Exchange will also update language in Rule 506 for clarity and
readability (e.g., ``specialist unit'' and ``options class'').
The Exchange believes that the proposed non-controversial change to
consolidate Rules 505 and 506 and to
[[Page 8310]]
update and modernize Rule 506 will make Rule 506 clearer and easier to
use to the benefit of market participants.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended.
While the Exchange does not believe that the proposed non-controversial
change is a burden on competition, or is competitive in nature, the
Exchange believes that clearer, updated rules are always beneficial to
market participants.
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
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) \15\ of the Act and Rule 19b-4(f)(6) thereunder \16\ in
that it effects a change that: (i) Does not significantly affect the
protection of investors or the public interest; (ii) does not impose
any significant burden on competition; and (iii) by its terms, does not
become operative for 30 days after the date of the filing, or such
shorter time as the Commission may designate if consistent with the
protection of investors and the public interest.
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR Sec. 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 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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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: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) 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-Phlx-2016-22 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-2016-22. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-Phlx-2016-22, and should be
submitted on or before March 10, 2016.
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\17\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-03274 Filed 2-17-16; 8:45 am]
BILLING CODE 8011-01-P