Even though more than 70% of all options are typically closed out ahead of expiration, there are still millions of contracts being exercised and assigned each month. Knowing this, it is important for investors to understand not only the benefits and risks of exercise and assignment, but also the rules surrounding the processes. Join seasoned options professionals Mark Benzaquen and Ken Keating as they take a deep dive under the surface of exercise and assignment to see that oftentimes, there is more than meets the eye.
Topics to be discussed:
- Basics of exercise and assignment
- OCC?s rules of Ex by Ex
- Early exercise (calls and puts)
- Ramifications of trading halts
- Risks from afterhours trading