Self-Regulatory Organizations; Miami International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend Exchange Rule 521, Nullification and Adjustment of Options Transactions Including Obvious Errors, 5524-5526 [2019-02897]
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5524
Federal Register / Vol. 84, No. 35 / Thursday, February 21, 2019 / Notices
submitted in response to this notice.
Therefore, while commenters are free to
submit additional comments at this
time, they need not re-submit earlier
comments.
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–
FICC–2018–013 on the subject line.
Paper Comments
amozie on DSK3GDR082PROD with NOTICES1
• Send paper comments in triplicate to
Secretary, Securities and Exchange
Commission, 100 F Street NE,
Washington, DC 20549.
All submissions should refer to File
Number SR–FICC–2018–013. 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 website (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 website 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 FICC and on DTCC’s website
(https://dtcc.com/legal/sec-rulefilings.aspx). All comments received
will be posted without change. Persons
submitting comments are cautioned that
we do not redact or edit personal
identifying information from comment
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–FICC–
2018–013 and should be submitted on
or before March 14, 2019.
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Eduardo A. Aleman,
Deputy Secretary.
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.
[FR Doc. 2019–02896 Filed 2–20–19; 8:45 am]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–85138; File No. SR–MIAX–
2019–02]
Self-Regulatory Organizations; Miami
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend Exchange Rule 521,
Nullification and Adjustment of
Options Transactions Including
Obvious Errors
February 14, 2019.
Pursuant to the provisions of 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 February 6, 2019, Miami
International Securities Exchange, LLC
(‘‘MIAX Options’’ or the ‘‘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 Substance of
the Proposed Rule Change
The Exchange is filing a proposal to
amend Rule 521, Nullification and
Adjustment of Options Transactions
Including Obvious Errors.
The text of the proposed rule change
is available on the Exchange’s website at
https://www.miaxoptions.com/rulefilings/ at MIAX Options’ principal
office, 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
10 17
CFR 200.30–3(a)(31).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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1. Purpose
On October 12, 2018, the Securities
and Exchange Commission (‘‘SEC’’)
approved a proposal by the MIAX
Exchange (the ‘‘Exchange’’) to list and
trade on the Exchange, options on the
SPIKESTM Index, a new index that
measures expected 30-day volatility of
the SPDR S&P 500 ETF Trust.3 To
establish the settlement value for the
Index, a final settlement price
calculation will occur once per month,
on the morning of SPIKES Index options
expiration.4
The Exchange proposes to amend
Exchange Rule 521, Nullification and
Adjustment of Options Transactions
Including Obvious Errors, to adopt a
provision specifically related to its
volatility index product. Currently,
subparagraph (b)(1), Transactions at the
Open, of Rule 521, provides that for a
transaction occurring as part of the
Opening Process 5 (as described in Rule
503) the Exchange will determine the
Theoretical Price 6 if there is no NBB
(National Best Bid) or NBO (National
Best Offer) for the affected series just
prior to the erroneous transaction or if
the bid/ask differential of the NBB and
NBO just prior to the erroneous
transaction is equal to or greater than
the Minimum Amount set forth in the
chart contained in sub-paragraph (b)(3)
of this rule.7 If the bid/ask differential
is less than the Minimum Amount, the
Theoretical Price is the NBB or NBO just
prior to the erroneous transaction. The
Exchange now proposes to adopt new
subparagraph (A) to state that for
transactions occurring in any option
series being used to calculate the final
settlement price of a volatility index on
the final settlement day, the Theoretical
3 See Securities Exchange Act Release No. 84417
(October 12, 2018), 83 FR 52865 (October 18, 2018)
(SR–MIAX–2018–14) (Order Granting Approval of a
Proposed Rule Change to List and Trade Options on
the SPIKESTM Index).
4 See Exchange Rule 503.02.
5 See Exchange Rule 503(f).
6 See Exchange Rule 521(b).
7 If the bid price at the time of the trade was
below $2.00 the Minimum Amount is $0.75,
similarly if the bid price at the time of the trade is
between $2.00 and $5.00, the Minimum Amount is
$1.25; above $5.00 to $10.00, $1.50; above $10.00
to $20.00, $2.50; above $20.00 to $50.00, $3.00;
above $50.00 to $100.00, $4.50; above $100, $6.00.
See Exchange Rule 521(b)(3).
E:\FR\FM\21FEN1.SGM
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Federal Register / Vol. 84, No. 35 / Thursday, February 21, 2019 / Notices
Price is the first quote after the
transaction(s) in question that does not
reflect the erroneous transaction(s),
provided that the quote size is for at
least the overall size of the opening
trade, if the quote size is for less than
the overall size of the opening trade,
then paragraph (c) and (d) shall not
apply.
For erroneous sell transactions, the
size of the bid would be used and for
erroneous buy transactions, the size of
the offer would be used. For example,
if the opening trade in Series XYZ is for
a total of 200 contracts and the bid or
offer, as applicable, of the first quote
after the transaction(s) in question that
does not reflect the erroneous
transaction(s) is for 500 contracts, the
transaction in question would qualify
for treatment under the Exchange’s
obvious error rule. If the bid or offer, as
applicable, of the quote is for only 100
contracts, then the transaction in
question would not be subject to
consideration under the Exchange’s
obvious error rule. Upon the completion
of the final settlement price calculation
the proposed provision would no longer
be applicable and all provisions of Rule
521 would again be in force.
By establishing a size threshold for
certain transactions occurring during
the Exchange’s Opening Process, the
proposal ensures that there is sufficient
liquidity in a series for which a valid
Theoretical Price can be established for
use in determining whether a
transaction meets the conditions
necessary to qualify as an Obvious 8 or
Catastrophic Error.9 Further, due to the
importance and finality of the final
settlement price for expiring SPIKES
Index Options, establishing a threshold
based upon transaction size for obvious
and catastrophic error consideration,
and only for those options being used in
the final settlement price calculation,
ensures the timely completion of the
settlement price calculation and
protects the integrity of the calculation
process from being unduly impacted by
relatively small transactions.
Using the size of a transaction as the
threshold for determining whether the
transaction in question warrants
consideration for obvious or
catastrophic error review under the rule
is a widely accepted standard and long
standing practice in the industry.10 The
Exchange notes that its proposed
provision is substantially similar in all
8 See
Exchange Rule 521(c).
Exchange Rule 521(d).
10 See Securities Exchange Act Release No. 59981
(May 27, 2009), 74 FR 26447 (June 2, 2009) (SR–
CBOE–2009–024) (Order Granting Approval of a
Proposed Rule Change Related to Its Obvious Error
Rules).
9 See
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material respects to a provision found in
the Cboe Exchange’s rule pertaining to
the treatment of transactions in option
series being used to calculate the final
settlement price of a volatility index on
the final settlement day.11 Further, the
Exchange notes that the industry has
undertaken an effort to harmonize
obvious error handling across all option
exchanges and the Exchange’s proposal
aligns to currently accepted practices.12
2. Statutory Basis
The Exchange believes that its
proposed rule change 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 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
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest.
The proposed rule promotes just and
equitable principles of trade and
removes impediments to and perfects
the mechanism of a free and open
market and a national market system
and, in general, protects investors and
the public interest by ensuring that
there is sufficient liquidity in the market
by which to derive a Theoretical Price
for options being used in the final index
settlement value calculation.
Additionally, the proposed rule
promotes just and equitable principles
of trade and removes impediments to
and perfects the mechanisms of a free
and open market and a national market
system and, in general, protects
investors and the public interest by
ensuring that the SPIKES index
settlement value calculation is
completed on a timely basis without
unnecessary interruption.
Additionally, the proposed rule
promotes cooperation and coordination
with persons engaged in regulating,
clearing, settling, processing
information with respect to, and
facilitating transactions in securities, by
11 See
Cboe Exchange Rule 6.25(b)(1)(a).
Securities Exchange Act Release Nos.
74918 (May 8, 2015), 80 FR 27781 (May 14, 2015)
(SR–MIAX–2015–35); 74911 (May 8, 2015), 80 FR
27717 (May 14, 2015) (SR–BOX–2015–18); 74898
(May 7, 2015), 80 FR 27354 (May 13, 2015) (SR–
CBOE–2015–039); 74919 (May 8, 2015), 80 FR
27766 (May 15, 2015) (SR–PHLX–2015–43).
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(5).
12 See
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5525
harmonizing the Exchange’s obvious
error rule with that of another exchange
that has a similar process for
determining the settlement price of an
index.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.
The Exchange does not believe the
proposed rule change will impose any
burden on inter-market competition as
the proposed rule change is not a
competitive filing and is designed to
harmonize the Exchange’s obvious error
rule with that of the Cboe Exchange,
which similarly offers a volatility index
product that requires the calculation of
a final settlement price.
Additionally, the Exchange does not
believe the proposed rule change will
impose any burden on intra-market
competition as the rules of the Exchange
apply equally to all Members 16 of the
Exchange.
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
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) of the Act 17 and Rule 19b–
4(f)(6) thereunder.18
A proposed rule change filed
pursuant to Rule 19b–4(f)(6) under the
15 See
supra note 10.
term ‘‘Member’’ means an individual or
organization approved to exercise the trading rights
associated with a Trading Permit. Members are
deemed ‘‘members’’ under the Exchange Act. See
Exchange Rule 100.
17 15 U.S.C. 78s(b)(3)(A).
18 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
give the Commission written notice of its intent to
file the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
16 The
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Federal Register / Vol. 84, No. 35 / Thursday, February 21, 2019 / Notices
Act 19 normally does not become
operative for 30 days after the date of its
filing. However, Rule 19b–4(f)(6)(iii) 20
permits the Commission to designate a
shorter time if such action is consistent
with the protection of investors and the
public interest. The Exchange has asked
the Commission to waive the 30-day
operative delay. The Exchange believes
that waiver of the operative delay is
consistent with the protection of
investors and the public interest
because it would ensure that the
Exchange will have a provision
immediately available for handling
obvious errors in option series being
used to calculate the final settlement
price of a volatility index on the final
settlement day. For this reason, the
Commission believes that waiver of the
30-day operative delay is consistent
with the protection of investors and the
public interest. Therefore, the
Commission hereby waives the
operative delay and designates the
proposal as operative upon filing.21
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
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–
MIAX–2019–02 on the subject line.
Commission, 100 F Street NE,
Washington, DC 20549–1090.
SECURITIES AND EXCHANGE
COMMISSION
All submissions should refer to File
Number SR–MIAX–2019–02. 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 website (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 website 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.
Persons submitting comments are
cautioned that we do not redact or edit
personal identifying information from
comment submissions. You should
submit only information that you wish
to make available publicly. All
submissions should refer to File
Number SR–MIAX–2019–02 and should
be submitted on or before March 14,
2019.
[Release No. 34–85136; File No. SR–Phlx–
2018–72]
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–02897 Filed 2–20–19; 8:45 am]
BILLING CODE 8011–01–P
amozie on DSK3GDR082PROD with NOTICES1
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
19 17
CFR 240.19b–4(f)(6).
CFR 240.19b–4(f)(6)(iii).
21 For purposes only of waiving the 30-day
operative delay, the Commission also has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
20 17
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22 17
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CFR 200.30–3(a)(12).
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Self-Regulatory Organizations; Nasdaq
PHLX LLC; Order Approving a
Proposed Rule Change To Establish
Rules Governing the Give Up of a
Clearing Member by a Member
Organization on Exchange
Transactions
February 14, 2019.
I. Introduction
On November 6, 2018, Nasdaq PHLX
LLC (‘‘Phlx’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to establish rules governing the
‘‘give up’’ process by which an
Exchange member organization, in
connection with executing a trade on
the Exchange, indicates to the Exchange
(i.e., ‘‘gives up’’) the name of a Clearing
Member 3 that will be responsible for
the clearance of that transaction. The
proposed rule change was published for
comment in the Federal Register on
November 26, 2018.4 On January 9,
2019, pursuant to Section 19(b)(2) of the
Act,5 the Commission designated a
longer period within which to approve
the proposed rule change, disapprove
the proposed rule change, or institute
proceedings to determine whether to
disapprove the proposed rule change.6
The Commission received three
comment letters on the proposed rule
change, each in support of the
proposal.7 This order approves the
proposed rule change.
1 15
U.S.C.78s(b)(1).
CFR 240.19b–4.
3 See Phlx Rule 1000(b)(3) (defining ‘‘Clearing
Member’’ as a member organization that has been
admitted to membership in the Options Clearing
Corporation (‘‘OCC’’) pursuant to the provisions of
the rules of the Options Clearing Corporation).
4 See Securities Exchange Act Release No. 84624
(Nov. 19, 2018), 83 FR 60547 (‘‘Notice’’).
5 15 U.S.C. 78s(b)(2).
6 See Securities Exchange Act Release No. 84981,
83 FR 837 (Jan. 31, 2019) (designating February 24,
2019 as the date by which the Commission shall
approve or disapprove, or institute proceedings to
determine whether to disapprove, the proposed rule
change).
7 See Letters to Brent J. Fields, Secretary,
Commission, from: (1) Matthew R. Scott, President,
Merrill Lynch Professional Clearing Corp, dated
December 7, 2018 (‘‘Scott Letter’’); (2) Ellen Greene,
Managing Director, SIFMA, dated December 17,
2018 (‘‘SIFMA Letter’’); and (3) John P. Davidson,
President and Chief Operating Officer, OCC, dated
December 19, 2018 (‘‘Davidson Letter’’). The
comment letters are available at https://
www.sec.gov/comments/sr-phlx-2018-72/srphlx
201872.htm.
2 17
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Agencies
[Federal Register Volume 84, Number 35 (Thursday, February 21, 2019)]
[Notices]
[Pages 5524-5526]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2019-02897]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-85138; File No. SR-MIAX-2019-02]
Self-Regulatory Organizations; Miami International Securities
Exchange, LLC; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Amend Exchange Rule 521, Nullification and
Adjustment of Options Transactions Including Obvious Errors
February 14, 2019.
Pursuant to the provisions of 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 February 6, 2019, Miami International
Securities Exchange, LLC (``MIAX Options'' or the ``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 Substance
of the Proposed Rule Change
The Exchange is filing a proposal to amend Rule 521, Nullification
and Adjustment of Options Transactions Including Obvious Errors.
The text of the proposed rule change is available on the Exchange's
website at https://www.miaxoptions.com/rule-filings/ at MIAX Options'
principal office, 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
On October 12, 2018, the Securities and Exchange Commission
(``SEC'') approved a proposal by the MIAX Exchange (the ``Exchange'')
to list and trade on the Exchange, options on the SPIKES\TM\ Index, a
new index that measures expected 30-day volatility of the SPDR S&P 500
ETF Trust.\3\ To establish the settlement value for the Index, a final
settlement price calculation will occur once per month, on the morning
of SPIKES Index options expiration.\4\
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\3\ See Securities Exchange Act Release No. 84417 (October 12,
2018), 83 FR 52865 (October 18, 2018) (SR-MIAX-2018-14) (Order
Granting Approval of a Proposed Rule Change to List and Trade
Options on the SPIKES\TM\ Index).
\4\ See Exchange Rule 503.02.
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The Exchange proposes to amend Exchange Rule 521, Nullification and
Adjustment of Options Transactions Including Obvious Errors, to adopt a
provision specifically related to its volatility index product.
Currently, subparagraph (b)(1), Transactions at the Open, of Rule 521,
provides that for a transaction occurring as part of the Opening
Process \5\ (as described in Rule 503) the Exchange will determine the
Theoretical Price \6\ if there is no NBB (National Best Bid) or NBO
(National Best Offer) for the affected series just prior to the
erroneous transaction or if the bid/ask differential of the NBB and NBO
just prior to the erroneous transaction is equal to or greater than the
Minimum Amount set forth in the chart contained in sub-paragraph (b)(3)
of this rule.\7\ If the bid/ask differential is less than the Minimum
Amount, the Theoretical Price is the NBB or NBO just prior to the
erroneous transaction. The Exchange now proposes to adopt new
subparagraph (A) to state that for transactions occurring in any option
series being used to calculate the final settlement price of a
volatility index on the final settlement day, the Theoretical
[[Page 5525]]
Price is the first quote after the transaction(s) in question that does
not reflect the erroneous transaction(s), provided that the quote size
is for at least the overall size of the opening trade, if the quote
size is for less than the overall size of the opening trade, then
paragraph (c) and (d) shall not apply.
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\5\ See Exchange Rule 503(f).
\6\ See Exchange Rule 521(b).
\7\ If the bid price at the time of the trade was below $2.00
the Minimum Amount is $0.75, similarly if the bid price at the time
of the trade is between $2.00 and $5.00, the Minimum Amount is
$1.25; above $5.00 to $10.00, $1.50; above $10.00 to $20.00, $2.50;
above $20.00 to $50.00, $3.00; above $50.00 to $100.00, $4.50; above
$100, $6.00. See Exchange Rule 521(b)(3).
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For erroneous sell transactions, the size of the bid would be used
and for erroneous buy transactions, the size of the offer would be
used. For example, if the opening trade in Series XYZ is for a total of
200 contracts and the bid or offer, as applicable, of the first quote
after the transaction(s) in question that does not reflect the
erroneous transaction(s) is for 500 contracts, the transaction in
question would qualify for treatment under the Exchange's obvious error
rule. If the bid or offer, as applicable, of the quote is for only 100
contracts, then the transaction in question would not be subject to
consideration under the Exchange's obvious error rule. Upon the
completion of the final settlement price calculation the proposed
provision would no longer be applicable and all provisions of Rule 521
would again be in force.
By establishing a size threshold for certain transactions occurring
during the Exchange's Opening Process, the proposal ensures that there
is sufficient liquidity in a series for which a valid Theoretical Price
can be established for use in determining whether a transaction meets
the conditions necessary to qualify as an Obvious \8\ or Catastrophic
Error.\9\ Further, due to the importance and finality of the final
settlement price for expiring SPIKES Index Options, establishing a
threshold based upon transaction size for obvious and catastrophic
error consideration, and only for those options being used in the final
settlement price calculation, ensures the timely completion of the
settlement price calculation and protects the integrity of the
calculation process from being unduly impacted by relatively small
transactions.
---------------------------------------------------------------------------
\8\ See Exchange Rule 521(c).
\9\ See Exchange Rule 521(d).
---------------------------------------------------------------------------
Using the size of a transaction as the threshold for determining
whether the transaction in question warrants consideration for obvious
or catastrophic error review under the rule is a widely accepted
standard and long standing practice in the industry.\10\ The Exchange
notes that its proposed provision is substantially similar in all
material respects to a provision found in the Cboe Exchange's rule
pertaining to the treatment of transactions in option series being used
to calculate the final settlement price of a volatility index on the
final settlement day.\11\ Further, the Exchange notes that the industry
has undertaken an effort to harmonize obvious error handling across all
option exchanges and the Exchange's proposal aligns to currently
accepted practices.\12\
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\10\ See Securities Exchange Act Release No. 59981 (May 27,
2009), 74 FR 26447 (June 2, 2009) (SR-CBOE-2009-024) (Order Granting
Approval of a Proposed Rule Change Related to Its Obvious Error
Rules).
\11\ See Cboe Exchange Rule 6.25(b)(1)(a).
\12\ See Securities Exchange Act Release Nos. 74918 (May 8,
2015), 80 FR 27781 (May 14, 2015) (SR-MIAX-2015-35); 74911 (May 8,
2015), 80 FR 27717 (May 14, 2015) (SR-BOX-2015-18); 74898 (May 7,
2015), 80 FR 27354 (May 13, 2015) (SR-CBOE-2015-039); 74919 (May 8,
2015), 80 FR 27766 (May 15, 2015) (SR-PHLX-2015-43).
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2. Statutory Basis
The Exchange believes that its proposed rule change 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 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 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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The proposed rule promotes just and equitable principles of trade
and removes impediments to and perfects the mechanism of a free and
open market and a national market system and, in general, protects
investors and the public interest by ensuring that there is sufficient
liquidity in the market by which to derive a Theoretical Price for
options being used in the final index settlement value calculation.
Additionally, the proposed rule promotes just and equitable principles
of trade and removes impediments to and perfects the mechanisms of a
free and open market and a national market system and, in general,
protects investors and the public interest by ensuring that the SPIKES
index settlement value calculation is completed on a timely basis
without unnecessary interruption.
Additionally, the proposed rule promotes cooperation and
coordination with persons engaged in regulating, clearing, settling,
processing information with respect to, and facilitating transactions
in securities, by harmonizing the Exchange's obvious error rule with
that of another exchange that has a similar process for determining the
settlement price of an index.\15\
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\15\ See supra note 10.
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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.
The Exchange does not believe the proposed rule change will impose
any burden on inter-market competition as the proposed rule change is
not a competitive filing and is designed to harmonize the Exchange's
obvious error rule with that of the Cboe Exchange, which similarly
offers a volatility index product that requires the calculation of a
final settlement price.
Additionally, the Exchange does not believe the proposed rule
change will impose any burden on intra-market competition as the rules
of the Exchange apply equally to all Members \16\ of the Exchange.
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\16\ The term ``Member'' means an individual or organization
approved to exercise the trading rights associated with a Trading
Permit. Members are deemed ``members'' under the Exchange Act. See
Exchange Rule 100.
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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
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) of the Act \17\ and Rule 19b-
4(f)(6) thereunder.\18\
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\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change, along
with a brief description and text of the proposed rule change, at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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A proposed rule change filed pursuant to Rule 19b-4(f)(6) under the
[[Page 5526]]
Act \19\ normally does not become operative for 30 days after the date
of its filing. However, Rule 19b-4(f)(6)(iii) \20\ permits the
Commission to designate a shorter time if such action is consistent
with the protection of investors and the public interest. The Exchange
has asked the Commission to waive the 30-day operative delay. The
Exchange believes that waiver of the operative delay is consistent with
the protection of investors and the public interest because it would
ensure that the Exchange will have a provision immediately available
for handling obvious errors in option series being used to calculate
the final settlement price of a volatility index on the final
settlement day. For this reason, the Commission believes that waiver of
the 30-day operative delay is consistent with the protection of
investors and the public interest. Therefore, the Commission hereby
waives the operative delay and designates the proposal as operative
upon filing.\21\
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\19\ 17 CFR 240.19b-4(f)(6).
\20\ 17 CFR 240.19b-4(f)(6)(iii).
\21\ For purposes only of waiving the 30-day operative delay,
the Commission also has 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 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-MIAX-2019-02 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-MIAX-2019-02. 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 website (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 website 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. Persons submitting comments are
cautioned that we do not redact or edit personal identifying
information from comment submissions. You should submit only
information that you wish to make available publicly. All submissions
should refer to File Number SR-MIAX-2019-02 and should be submitted on
or before March 14, 2019.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
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\22\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019-02897 Filed 2-20-19; 8:45 am]
BILLING CODE 8011-01-P