Self-Regulatory Organizations; National Association of Securities Dealers, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change and Amendments No. 1 and 2 Thereto To Amend NASD Rule 11890, 15792-15794 [E6-4541]
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15792
Federal Register / Vol. 71, No. 60 / Wednesday, March 29, 2006 / Notices
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.20
Nancy M. Morris,
Secretary.
[FR Doc. E6–4540 Filed 3–28–06; 8:45 am]
on March 13, 2006.6 The text of the
proposed rule change is below.7
Proposed new language is italicized;
proposed deletions are in brackets.
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–53541; File No. SR–NASD–
2006–033]
Self-Regulatory Organizations;
National Association of Securities
Dealers, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change and Amendments No. 1
and 2 Thereto To Amend NASD Rule
11890
March 22, 2006.
Pursuant to 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 March 1,
2006, the National Association of
Securities Dealers, Inc. (‘‘NASD’’),
through its subsidiary, The Nasdaq
Stock Market, Inc. (‘‘Nasdaq’’), 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 Nasdaq. On March 13,
2006 and March 22, 2006, Nasdaq
submitted Amendments No. 13 and 2,4
respectively, to the proposed rule
change. Nasdaq has designated the
proposed rule change as constituting a
non-controversial rule change under
Rule 19b–4(f)(6) under the Act,5 which
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Nasdaq proposes to clarify the scope
of NASD Rule 11890. Nasdaq proposes
to implement the proposed rule change
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Form 19b–4 dated March 13, 2006
(‘‘Amendment No. 1’’). In Amendment No. 1,
Nasdaq amended its filing to indicate that Nasdaq
proposes to implement the proposed rule change on
March 13, 2006, rather than immediately, in the
event the Commission waives the 30-day operative
waiting period.
4 See Form 19b–4 dated March 21, 2006
(‘‘Amendment No. 2’’). In Amendment No. 2,
Nasdaq amended its proposed definition of
‘‘Nasdaq security’’ and ‘‘non-Nasdaq security.’’
5 17 CFR 240.19b–4(f)(6).
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11890. Clearly Erroneous Transactions
(a) Authority To Review Transactions
Pursuant to Complaint of Market
Participant
(1) No change.
(2) Procedures for Reviewing
Transactions
(A)—(B) No change.
(C) Following the expiration of the
period for submission of supporting
material, a Nasdaq officer shall
determine whether the complaint is
eligible for review. A complaint shall
not be eligible for review under
paragraph (a) unless:
(i) The complainant has provided all
of the supporting information required
under paragraph (a)(2)(B), and
(ii) For trades in Nasdaq securities
executed between 9:30 a.m. and 4 p.m.
Eastern Time, or trades in non-Nasdaq
securities executed between the time
when the primary market for the
security first posts an executable twosided quote for its regular market
trading session and 4 p.m. Eastern
Time, the price of transaction to buy
(sell) that is the subject of the complaint
is greater than (less than) the best offer
(best bid) by an amount that equals or
exceeds the minimum threshold set
forth below:
Inside Price Minimum Threshold
$0–$0.99—$0.02 + (0.10 × Inside Price)
$1.00–$4.99—$0.12 + (0.07 × (Inside
Price—$1.00))
$5.00–$14.99—$0.40 + (0.06 × (Inside
Price—$5.00))
$15 or more $1.00
For a transaction to buy (sell) a Nasdaq
[listed] security, the inside price shall
be the best offer (best bid) in Nasdaq at
the time that the first share of the order
that resulted in the disputed transaction
was executed, and for a transaction to
buy (sell) a[n exchange-listed] nonNasdaq security, the inside price shall
be the national best offer (best bid) at
the time that the first share of the order
that resulted in the disputed transaction
was executed. A ‘‘Nasdaq security’’
means a security for which transaction
reports are disseminated under the
Nasdaq UTP Plan, and a ‘‘non-Nasdaq
security’’ means a security for which
6 See
Amendment No. 1, supra note 3.
proposed rule change is marked to show
changes from the rule as it appears in the electronic
NASD Manual available at https://www.nasd.com.
Prior to the date when The NASDAQ Stock Market
LLC (‘‘NASDAQ LLC’’) commences operations,
NASDAQ LLC will file a conforming change to the
rules of NASDAQ LLC approved in Securities
Exchange Act Release No. 53128 (January 13, 2006),
71 FR 3550 (January 23, 2006).
7 The
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transaction reports are disseminated
under the Consolidated Tape
Association Plan. The ‘‘primary market’’
for a non-Nasdaq Security is the market
designated as the primary market under
the Consolidated Tape Association
Plan.
(D)–(G) No change.
(b)–(d) No change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
Nasdaq 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. Nasdaq 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
NASD Rule 11890(a) allows
designated officers of Nasdaq to declare
transactions that arise out of the use or
operation of Nasdaq execution or
communications systems to be clearly
erroneous and to nullify or modify the
terms of such transactions. In SR–
NASD–2004–009,8 Nasdaq established a
minimum price deviation threshold to
provide a ‘‘bright line’’ rule standard for
determining when transactions are
considered eligible for review. A
transaction price that meets these
thresholds does not automatically
trigger a clearly erroneous
determination, but if the transaction
price does not meet these thresholds the
transaction will not be considered for
clearly erroneous review. Thus, there is
now a conclusive presumption that a
transaction to buy (sell) is not clearly
erroneous unless its price is greater than
(less than) the best offer (best bid) by an
amount that equals or exceeds the
minimum threshold set forth below:
Inside price
Minimum threshold
$0–$0.99 ...................
$0.02 + (0.10 × Inside
Price).
8 See Securities Exchange Act Release No. 52141
(July 27, 2005), 70 FR 44709 (August 3, 2005) (SR–
NASD–2004–009).
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Federal Register / Vol. 71, No. 60 / Wednesday, March 29, 2006 / Notices
Inside price
Minimum threshold
$1.00–$4.99 ..............
$0.12 + (0.07 × (Inside Price—$1.00)).
$0.40 + (0.06 × (Inside Price—$5.00)).
$1.00
$5.00–$14.99 ............
hsrobinson on PROD1PC68 with NOTICES
$15 or more ..............
In SR–NASD–2005–115,9 Nasdaq
amended this rule to clarify that the
minimum price deviation thresholds are
applicable only to transactions executed
during regular market hours, i.e.,
between 9:30 a.m. and 4 p.m. This
amendment reflected the fact that the
analysis conducted by Nasdaq to
determine the appropriate levels for the
thresholds was based on pricing during
normal market hours, and that therefore
application of the thresholds during
other trading sessions was not
consistent with the intent underlying
the rule. During pre-market and postmarket trading sessions, the inside price
of many stocks may not fully reflect
trading interest in the stock, since the
range of market participants in these
trading sessions is far more limited than
during regular market hours. As a result,
a trade that occurs at a price that
deviates significantly from a stock’s
trading range during the most recent
regular market session may nevertheless
be sufficiently close to the pre-market or
post-market inside price that it would
not meet the minimum deviation
threshold for the stock. Because the
thresholds established by Nasdaq were
based on analysis of trading patterns
during regular market hours, Nasdaq
concluded that the rule should be
clarified by limiting the thresholds’
application to such hours. The change
has resulted in a larger number of
transactions being eligible for review
under NASD Rule 11890, since
transactions occurring during premarket and post-market sessions are
always be eligible for adjudication
under the rule unless the market
participant seeking an adjudication
failed to provide the information
required under NASD Rule
11890(a)(2)(B) (i.e., the approximate
time of transaction(s), security symbol,
number of shares, price(s), contra
broker(s) if the transactions are not
anonymous, Nasdaq system used to
execute the transactions, and the reason
the review is being sought).
Nasdaq has now concluded that
further clarification of the rule, in
accordance with the foregoing
discussion, is needed with respect to
non-Nasdaq stocks (i.e., stocks for
which transaction reports are
9 See Securities Exchange Act Release No. 52549
(October 3, 2005), 70 FR 58762 (October 7, 2005)
(SR–NASD–2005–115).
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15:39 Mar 28, 2006
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disseminated through the Consolidated
Tape Association Plan).10 Because the
primary market 11 for such stocks may
not post an executable two-sided
quotation precisely at 9:30 a.m., the premarket trading session for such stocks
may, in effect, run beyond that time. As
a result, Nasdaq has found that trades in
these stocks occurring after 9:30 but
before the time when the primary
market quote is available are frequently
not subject to adjudication even though
the price of the trades may deviate
significantly from a stock’s trading range
during the most recent regular market
session. The proposed rule change will
address this concern by clarifying that
for non-Nasdaq securities, the
thresholds do not apply before the time
when the primary market for the
security first posts an executable twosided quote for its regular market
trading session.
2. Statutory Basis
Nasdaq believes that the proposed
rule change, as amended, is consistent
with the provisions of Section 15A of
the Act,12 in general and with Section
15A(b)(6) of the Act,13 in particular, in
that the proposal 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 general, to protect
investors and the public interest. The
proposed rule change will ensure that
NASD Rule 11890’s minimum price
deviation thresholds do not bar
adjudication of clearly erroneous
petitions in circumstances where the
wider spreads prevailing before the
primary market for a non-Nasdaq stock
posts a quotation may make the
application of such thresholds
excessively restrictive.
10 See
Amendment No. 2, supra note 4.
rule defines ‘‘primary market’’ with
reference to the Consolidated Tape Association Plan
(‘‘CTA Plan’’), which references the market in
which the greatest number of transactions in the
security reported on the consolidated tape during
the preceding six month period (or such shorter
period as the security has been reported on the
consolidated tape if it has not been so reported for
a full six month period) has taken place. See CTA
Plan (second restatement), Section XI, Operational
Matters.
12 15 U.S.C. 78o–3.
13 15 U.S.C. 78o–3(b)(6).
11 The
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15793
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Nasdaq does not believe that the
proposed rule change, as amended, will
result in any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Nasdaq neither solicited nor received
any written comments.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change, as amended, 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 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, it has become effective
pursuant to Section 19(b)(3)(A) of the
Act 14 and Rule 19b–4(f)(6)
thereunder.15
Nasdaq has requested that the
Commission waive the 30-day operative
delay to permit Nasdaq to implement
the rule proposal on March 13, 2006.
The Commission believes that waiving
the 30-day operative delay is consistent
with the protection of investors and the
public interest because such waiver will
ensure that NASD Rule 11890’s
minimum price deviation thresholds do
not bar adjudication of clearly erroneous
petitions for transactions occurring prior
to the time that the primary market for
a non-Nasdaq security disseminates a
two-sided quote for the security, which
is a period when wider spreads can
prevail. Accordingly, the Commission
has determined to waive the operative
delay, and the proposed rule change has
become effective upon filing with the
Commission and operative as of March
13, 2006.16 At any time within 60 days
of the filing of the proposed rule change,
the Commission may summarily
abrogate 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,
14 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
16 For purposes only of waiving the operative date
of this proposal, the Commission has considered
the proposed rule’s impact on efficiency,
competition and capital formation. See 15 U.S.C.
78c(f).
15 17
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15794
Federal Register / Vol. 71, No. 60 / Wednesday, March 29, 2006 / Notices
or otherwise in furtherance of the
purposes of the Act.17
should be submitted on or before April
19, 2006.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change, as amended, is consistent with
the Act. Comments may be submitted by
any of the following methods:
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.18
Nancy M. Morris,
Secretary.
[FR Doc. E6–4541 Filed 3–28–06; 8:45 am]
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NASD–2006–033 on the
subject line.
SECURITIES AND EXCHANGE
COMMISSION
hsrobinson on PROD1PC68 with NOTICES
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
Station Place, 100 F Street, NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NASD–2006–033. This file
number should be included on the
subject line if e-mail 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, as amended, that are filed with
the Commission, and all written
communications relating to the
proposed rule change, as amended,
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 inspection and copying
in the Commission’s Public Reference.
Copies of such filing also will be
available for inspection and copying at
the principal office of the NASD. 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–NASD–2006–033 and
17 For purposes of calculating the 60-day period
within which the Commission may summarily
abrogate the proposed rule change, as amended,
under Section 19(b)(3)(C) of the Act, the
Commission considers the period to commence on
March 22, 2006, the date on which Nasdaq
submitted Amendment No. 2. See 15 U.S.C.
78s(b)(3)(C).
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BILLING CODE 8010–01–P
[Release No. 34–53526; File No. SR–PCX–
2006–19]
Self-Regulatory Organizations; Pacific
Exchange, Inc. (Now Known As NYSE
Arca, Inc.); Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change and Amendment No. 2
Thereto Relating to Rebates and
Credits a Market Maker is Eligible To
Receive for Executions That Result
From Principal Acting as Agent Orders
Sent to and Executed at Away Market
Centers
March 21, 2006.
Pursuant to 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 March 3,
2006, the Pacific Exchange, Inc. (‘‘PCX’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II and III below, which Items
were prepared by the PCX. On March
15, 2006, NYSE Arca, Inc. (‘‘NYSE
Arca’’ or ‘‘Exchange’’) 3 filed
Amendment No. 1 to the proposed rule
change. On March 16, 2006, the
Exchange withdrew Amendment No. 1
and filed Amendment No. 2 to the
proposed rule change.4 The Exchange
has designated this proposal as one
establishing or changing a due, fee, or
other charge imposed by a self18 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 On March 6, 2006, the PCX filed a proposed rule
change (SR–PCX–2006–24) to amend its rules to
reflect the following name changes: (i) From PCX
to NYSE Arca; (ii) from PCX Equities, Inc. to NYSE
Arca Equities, Inc.; (iii) from PCX Holdings, Inc., to
NYSE Arca Holdings, Inc.; and (iv) from the
Archipelago Exchange, L.L.C. to NYSE Arca, L.L.C.
That proposed rule change became effective upon
filing. Amendment No. 2 to the instant proposed
rule change reflects these name changes. The
Exchange states that it plans to subsequently file a
proposed rule change to update such names in its
Schedule of Rates and Charges (‘‘Schedule’’).
4 In Amendment No. 2, the Exchange made
clarifying and technical changes to the original
filing and added a provision in the Schedule that
requires Market Makers to reimburse the Exchange
for any excessive credits received by such Market
Makers.
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regulatory organization pursuant to
section 19(b)(3)(A)(ii) of the Act 5 and
Rule 19b–4(f)(2) thereunder,6 which
renders the proposal effective upon
filing with the Commission.7 The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Schedule to create a credit associated
with the fees that a Market Maker is
charged for executions that result from
principal acting as agent orders sent to
and executed at away market centers.
The Exchange also proposes to make a
minor housekeeping correction to
footnote 2 under the Trade Related
Charges section of the Schedule. The
text of the proposed rule change is
available at the Commission’s Public
Reference Room, at the Exchange’s Web
site (https://www.archipelago.com/
regulation/filings.asp) and at the
Exchange’s Office of the Secretary.
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
proposal. 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 amend the
Schedule in order to create a credit
associated with the fees a Market Maker
is charged for executions that result
from principal acting as agent orders
sent to and executed at away market
centers.
Presently, the Exchange charges
Market Makers a $0.26 per contract fee
for all transactions. On transactions that
5 15
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
7 For purposes of calculating the 60-day period
within which the Commission may summarily
abrogate the proposed rule change, the Commission
considers the period to commence on March 16,
2006, the date on which the Exchange filed
Amendment No. 2. See 15 U.S.C. 78s(b)(3)(C).
6 17
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Agencies
[Federal Register Volume 71, Number 60 (Wednesday, March 29, 2006)]
[Notices]
[Pages 15792-15794]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E6-4541]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-53541; File No. SR-NASD-2006-033]
Self-Regulatory Organizations; National Association of Securities
Dealers, Inc.; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change and Amendments No. 1 and 2 Thereto To Amend NASD Rule 11890
March 22, 2006.
Pursuant to 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 March 1, 2006, the National Association of Securities Dealers, Inc.
(``NASD''), through its subsidiary, The Nasdaq Stock Market, Inc.
(``Nasdaq''), 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 Nasdaq. On March 13, 2006
and March 22, 2006, Nasdaq submitted Amendments No. 1\3\ and 2,\4\
respectively, to the proposed rule change. Nasdaq has designated the
proposed rule change as constituting a non-controversial rule change
under Rule 19b-4(f)(6) under the Act,\5\ which renders the proposal
effective upon filing with the Commission. The Commission is publishing
this notice to solicit comments on the proposed rule change, as
amended, from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Form 19b-4 dated March 13, 2006 (``Amendment No. 1'').
In Amendment No. 1, Nasdaq amended its filing to indicate that
Nasdaq proposes to implement the proposed rule change on March 13,
2006, rather than immediately, in the event the Commission waives
the 30-day operative waiting period.
\4\ See Form 19b-4 dated March 21, 2006 (``Amendment No. 2'').
In Amendment No. 2, Nasdaq amended its proposed definition of
``Nasdaq security'' and ``non-Nasdaq security.''
\5\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
Nasdaq proposes to clarify the scope of NASD Rule 11890. Nasdaq
proposes to implement the proposed rule change on March 13, 2006.\6\
The text of the proposed rule change is below.\7\ Proposed new language
is italicized; proposed deletions are in brackets.
---------------------------------------------------------------------------
\6\ See Amendment No. 1, supra note 3.
\7\ The proposed rule change is marked to show changes from the
rule as it appears in the electronic NASD Manual available at http:/
/www.nasd.com. Prior to the date when The NASDAQ Stock Market LLC
(``NASDAQ LLC'') commences operations, NASDAQ LLC will file a
conforming change to the rules of NASDAQ LLC approved in Securities
Exchange Act Release No. 53128 (January 13, 2006), 71 FR 3550
(January 23, 2006).
---------------------------------------------------------------------------
11890. Clearly Erroneous Transactions
(a) Authority To Review Transactions Pursuant to Complaint of
Market Participant
(1) No change.
(2) Procedures for Reviewing Transactions
(A)--(B) No change.
(C) Following the expiration of the period for submission of
supporting material, a Nasdaq officer shall determine whether the
complaint is eligible for review. A complaint shall not be eligible for
review under paragraph (a) unless:
(i) The complainant has provided all of the supporting information
required under paragraph (a)(2)(B), and
(ii) For trades in Nasdaq securities executed between 9:30 a.m. and
4 p.m. Eastern Time, or trades in non-Nasdaq securities executed
between the time when the primary market for the security first posts
an executable two-sided quote for its regular market trading session
and 4 p.m. Eastern Time, the price of transaction to buy (sell) that is
the subject of the complaint is greater than (less than) the best offer
(best bid) by an amount that equals or exceeds the minimum threshold
set forth below:
Inside Price Minimum Threshold
$0-$0.99--$0.02 + (0.10 x Inside Price)
$1.00-$4.99--$0.12 + (0.07 x (Inside Price--$1.00))
$5.00-$14.99--$0.40 + (0.06 x (Inside Price--$5.00))
$15 or more $1.00
For a transaction to buy (sell) a Nasdaq [listed] security, the inside
price shall be the best offer (best bid) in Nasdaq at the time that the
first share of the order that resulted in the disputed transaction was
executed, and for a transaction to buy (sell) a[n exchange-listed] non-
Nasdaq security, the inside price shall be the national best offer
(best bid) at the time that the first share of the order that resulted
in the disputed transaction was executed. A ``Nasdaq security'' means a
security for which transaction reports are disseminated under the
Nasdaq UTP Plan, and a ``non-Nasdaq security'' means a security for
which transaction reports are disseminated under the Consolidated Tape
Association Plan. The ``primary market'' for a non-Nasdaq Security is
the market designated as the primary market under the Consolidated Tape
Association Plan.
(D)-(G) No change.
(b)-(d) No change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, Nasdaq 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. Nasdaq 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
NASD Rule 11890(a) allows designated officers of Nasdaq to declare
transactions that arise out of the use or operation of Nasdaq execution
or communications systems to be clearly erroneous and to nullify or
modify the terms of such transactions. In SR-NASD-2004-009,\8\ Nasdaq
established a minimum price deviation threshold to provide a ``bright
line'' rule standard for determining when transactions are considered
eligible for review. A transaction price that meets these thresholds
does not automatically trigger a clearly erroneous determination, but
if the transaction price does not meet these thresholds the transaction
will not be considered for clearly erroneous review. Thus, there is now
a conclusive presumption that a transaction to buy (sell) is not
clearly erroneous unless its price is greater than (less than) the best
offer (best bid) by an amount that equals or exceeds the minimum
threshold set forth below:
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\8\ See Securities Exchange Act Release No. 52141 (July 27,
2005), 70 FR 44709 (August 3, 2005) (SR-NASD-2004-009).
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Inside price Minimum threshold
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$0-$0.99............................ $0.02 + (0.10 x Inside Price).
[[Page 15793]]
$1.00-$4.99......................... $0.12 + (0.07 x (Inside Price--
$1.00)).
$5.00-$14.99........................ $0.40 + (0.06 x (Inside Price--
$5.00)).
$15 or more......................... $1.00
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In SR-NASD-2005-115,\9\ Nasdaq amended this rule to clarify that
the minimum price deviation thresholds are applicable only to
transactions executed during regular market hours, i.e., between 9:30
a.m. and 4 p.m. This amendment reflected the fact that the analysis
conducted by Nasdaq to determine the appropriate levels for the
thresholds was based on pricing during normal market hours, and that
therefore application of the thresholds during other trading sessions
was not consistent with the intent underlying the rule. During pre-
market and post-market trading sessions, the inside price of many
stocks may not fully reflect trading interest in the stock, since the
range of market participants in these trading sessions is far more
limited than during regular market hours. As a result, a trade that
occurs at a price that deviates significantly from a stock's trading
range during the most recent regular market session may nevertheless be
sufficiently close to the pre-market or post-market inside price that
it would not meet the minimum deviation threshold for the stock.
Because the thresholds established by Nasdaq were based on analysis of
trading patterns during regular market hours, Nasdaq concluded that the
rule should be clarified by limiting the thresholds' application to
such hours. The change has resulted in a larger number of transactions
being eligible for review under NASD Rule 11890, since transactions
occurring during pre-market and post-market sessions are always be
eligible for adjudication under the rule unless the market participant
seeking an adjudication failed to provide the information required
under NASD Rule 11890(a)(2)(B) (i.e., the approximate time of
transaction(s), security symbol, number of shares, price(s), contra
broker(s) if the transactions are not anonymous, Nasdaq system used to
execute the transactions, and the reason the review is being sought).
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\9\ See Securities Exchange Act Release No. 52549 (October 3,
2005), 70 FR 58762 (October 7, 2005) (SR-NASD-2005-115).
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Nasdaq has now concluded that further clarification of the rule, in
accordance with the foregoing discussion, is needed with respect to
non-Nasdaq stocks (i.e., stocks for which transaction reports are
disseminated through the Consolidated Tape Association Plan).\10\
Because the primary market \11\ for such stocks may not post an
executable two-sided quotation precisely at 9:30 a.m., the pre-market
trading session for such stocks may, in effect, run beyond that time.
As a result, Nasdaq has found that trades in these stocks occurring
after 9:30 but before the time when the primary market quote is
available are frequently not subject to adjudication even though the
price of the trades may deviate significantly from a stock's trading
range during the most recent regular market session. The proposed rule
change will address this concern by clarifying that for non-Nasdaq
securities, the thresholds do not apply before the time when the
primary market for the security first posts an executable two-sided
quote for its regular market trading session.
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\10\ See Amendment No. 2, supra note 4.
\11\ The rule defines ``primary market'' with reference to the
Consolidated Tape Association Plan (``CTA Plan''), which references
the market in which the greatest number of transactions in the
security reported on the consolidated tape during the preceding six
month period (or such shorter period as the security has been
reported on the consolidated tape if it has not been so reported for
a full six month period) has taken place. See CTA Plan (second
restatement), Section XI, Operational Matters.
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2. Statutory Basis
Nasdaq believes that the proposed rule change, as amended, is
consistent with the provisions of Section 15A of the Act,\12\ in
general and with Section 15A(b)(6) of the Act,\13\ in particular, in
that the proposal 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 general, to protect investors and the public
interest. The proposed rule change will ensure that NASD Rule 11890's
minimum price deviation thresholds do not bar adjudication of clearly
erroneous petitions in circumstances where the wider spreads prevailing
before the primary market for a non-Nasdaq stock posts a quotation may
make the application of such thresholds excessively restrictive.
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\12\ 15 U.S.C. 78o-3.
\13\ 15 U.S.C. 78o-3(b)(6).
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B. Self-Regulatory Organization's Statement on Burden on Competition
Nasdaq does not believe that the proposed rule change, as amended,
will result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Nasdaq neither solicited nor received any written comments.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change, as amended, 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 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, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \14\ and Rule 19b-
4(f)(6) thereunder.\15\
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 17 CFR 240.19b-4(f)(6).
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Nasdaq has requested that the Commission waive the 30-day operative
delay to permit Nasdaq to implement the rule proposal on March 13,
2006. The Commission believes that waiving the 30-day operative delay
is consistent with the protection of investors and the public interest
because such waiver will ensure that NASD Rule 11890's minimum price
deviation thresholds do not bar adjudication of clearly erroneous
petitions for transactions occurring prior to the time that the primary
market for a non-Nasdaq security disseminates a two-sided quote for the
security, which is a period when wider spreads can prevail.
Accordingly, the Commission has determined to waive the operative
delay, and the proposed rule change has become effective upon filing
with the Commission and operative as of March 13, 2006.\16\ At any time
within 60 days of the filing of the proposed rule change, the
Commission may summarily abrogate 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,
[[Page 15794]]
or otherwise in furtherance of the purposes of the Act.\17\
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\16\ For purposes only of waiving the operative date of this
proposal, the Commission has considered the proposed rule's impact
on efficiency, competition and capital formation. See 15 U.S.C.
78c(f).
\17\ For purposes of calculating the 60-day period within which
the Commission may summarily abrogate the proposed rule change, as
amended, under Section 19(b)(3)(C) of the Act, the Commission
considers the period to commence on March 22, 2006, the date on
which Nasdaq submitted Amendment No. 2. See 15 U.S.C. 78s(b)(3)(C).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change, as amended, 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 e-mail to rule-comments@sec.gov. Please include
File Number SR-NASD-2006-033 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, Station Place, 100 F
Street, NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASD-2006-033. This file
number should be included on the subject line if e-mail 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, as
amended, that are filed with the Commission, and all written
communications relating to the proposed rule change, as amended,
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 inspection and copying in the Commission's
Public Reference. Copies of such filing also will be available for
inspection and copying at the principal office of the NASD. 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-NASD-2006-033 and should be
submitted on or before April 19, 2006.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Nancy M. Morris,
Secretary.
[FR Doc. E6-4541 Filed 3-28-06; 8:45 am]
BILLING CODE 8010-01-P