SEC charges optionsXpress over naked short selling scheme

The US Securities and Exchange Commission has charged online brokerage optionsXpress, four of its employees and one customer in connection with a naked short selling scheme.

  0 Be the first to comment

SEC charges optionsXpress over naked short selling scheme

Editorial

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community.

According to the SEC's order, from at least October 2008 to March 2010, the Chicago-based firm repeatedly engaging in a series of sham "reset" transactions designed to give the illusion that it was complying with short selling rules.

As well as Feldman and the company itself, former CFO Thomas Stern and customer Jonathan Feldman have been charged by the SEC over the scheme.

Head of trading and customer service Peter Bottini and compliance officers Phillip Hoeh and Kevin Strine were named in a separate administrative proceeding and settled the charges against them for their roles.

Robert Khuzami, director, division of enforcement, SEC, says: "Feldman and optionsXpress used sham reset transactions to avoid, sometimes for months, compliance with Reg. SHO's stock delivery requirements. In effect, they 'kited' shares of stock, thus depriving buyers of the benefit of their bargain - prompt delivery of their shares."

OptionsXpress was acquired by Charles Schwab for around $1 billion in stock late last year.

Sponsored [Webinar] Beyond Open Banking – Exploring the Move to Open Finance

Comments: (0)

[On-Demand Webinar] PREDICT 2025: The Future of AI in the USFinextra Promoted[On-Demand Webinar] PREDICT 2025: The Future of AI in the US