Self-Regulatory Organizations: National Association of Securities Dealers, Inc.; Notice of Filing and Order Granting Accelerated Approval of Proposed Rule Change Relating to Extension of NASD's Short Sale Rule Contained in Rule 5100 and Short Sale Standard Contained in IM-5100, 6635-6637 [E7-2303]
Download as PDF
Federal Register / Vol. 72, No. 28 / Monday, February 12, 2007 / Notices
become effective pursuant to Section
19(b)(3)(A) of the Act 8 and Rule 19b–
4(f)(6) thereunder.9
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,
or otherwise in furtherance of the Act.
available for inspection and copying at
the principal office of 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 No.
SR–NASD–2007–007 and should be
submitted on or before March 5, 2007.
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:
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 07–608 Filed 2–9–07; 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
No. SR–NASD–2007–007 on the subject
line.
SECURITIES AND EXCHANGE
COMMISSION
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 No.
SR–NASD–2007–007. 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 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 inspection and copying in
the Commission’s Public Reference
Room. Copies of such filing will also be
8 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). Rule 19b–4(f)(6) also
requires the self-regulatory organization to give the
Commission 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. NASD has satisfied the five-day prefiling requirement.
sroberts on PROD1PC70 with NOTICES
9 17
VerDate Aug<31>2005
19:52 Feb 09, 2007
Jkt 211001
BILLING CODE 8010–01–P
[Release No. 34–55245; File No. SR–NASD–
2007–009]
Self-Regulatory Organizations:
National Association of Securities
Dealers, Inc.; Notice of Filing and
Order Granting Accelerated Approval
of Proposed Rule Change Relating to
Extension of NASD’s Short Sale Rule
Contained in Rule 5100 and Short Sale
Standard Contained in IM–5100
February 5, 2007.
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 January
26, 2007, the National Association of
Securities Dealers, Inc. (‘‘NASD’’) filed
with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by NASD. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons. For the
reasons discussed below, the
Commission is granting accelerated
approval of the proposed rule change.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
NASD is proposing to extend
retroactively to December 16, 2006, and
prospectively through December 15,
2007, the pilot effectiveness of Rule
5100 (Short Sale Rule). NASD is also
seeking to extend the pilot effectiveness
of the penny ($0.01) legal short sale
standard contained in Interpretive
Material (IM) 5100. Without such
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Frm 00119
Fmt 4703
Sfmt 4703
6635
extension, these pilots would have
expired on December 15, 2006. NASD
does not propose any substantive
changes to the pilots; the only changes
are making the pilots effective on a
retroactive basis to December 16, 2006
and extending the pilots’ expiration
dates to December 15, 2007.
Below is the text of the proposed rule
change. Proposed new language is in
italics; proposed deletions are in
brackets.3
*
*
*
*
*
5100. Short Sale Rule
(a) through (k) No Change.
(l) This section shall be in effect until
December 15, 200[6]7.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
NASD 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. NASD 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
Proposal to Extend Penny Short Sale
Rule. Section 10(a) of the Act gives the
Commission plenary authority to
regulate short sales 4 of securities
registered on a national securities
exchange, as needed to protect
investors. Rule 10a–1(a)(1) provides
that, subject to certain exceptions, a
listed security may be sold short (A) at
a price above the price at which the
immediately preceding sale was effected
(plus tick), or (B) at the last sale price
if it is higher than the last different price
(zero-plus tick).5
On June 29 1994, the Commission
granted temporary approval to NASD’s
short sale rule, Rule 5100 (formerly Rule
3 There are no proposed changes to the text of
IM–5100.
4 A short sale is a sale of a security that the seller
does not own or any sale that is consummated by
the delivery of a security borrowed by, or for the
account of, the seller. See Rule 200(a) of Regulation
SHO under the Act.
5 See 17 CFR 240.10a–1(a)(1).
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12FEN1
6636
Federal Register / Vol. 72, No. 28 / Monday, February 12, 2007 / Notices
sroberts on PROD1PC70 with NOTICES
3350),6 applicable to Nasdaq Global
Market (‘‘NGM’’) securities 7 on a pilot
basis.8 Rule 5100 applies to short sales
of OTC transactions reported to the
Alternative Display Facility (‘‘ADF’’) or
a Trade Reporting Facility (‘‘TRF’’). Rule
5100 provides that, with respect to
trades reported to the ADF or the TRF,
no member shall effect a short sale in a
NGM security otherwise than on an
exchange at or below the current
national best (inside) bid when the
current national best (inside) bid is
below the preceding national best
(inside) bid (referred to as the ‘‘bid
test’’).
Since approval, NASD proposed, and
the Commission approved, numerous
extensions of NASD’s short sale rule
and it continues to operate on a pilot
basis.9 NASD has determined to seek an
extension of the pilot until December
15, 2007 and to make it effective on a
retroactive basis to December 16, 2006.
NASD believes that such an extension
provides an appropriate continuation of
NASD’s short sale price test contained
in Rule 5100 while the Commission
considers whether changes to short sale
price tests are necessary in light of
current market practices and the
purposes underlying short sale
regulation.10
Proposal to Extend Penny Short Sale
Standard. On March 2, 2001, the
Commission approved, on a pilot
basis,11 the proposal to establish a $0.01
above the bid standard for legal short
sales in NGM securities as part of the
Decimals Implementation Plan for the
Equities and Options Markets. This pilot
program has been continuously
extended since that date and expired on
December 15, 2006.12 NASD now
proposes to extend retroactively to
December 16, 2006, and prospectively
6 NASD has renumbered Rule 3350 and IM–3350
as Rule 5100 and IM–5100, respectively. See
Securities Exchange Act Release No. 54084 (June
30, 2006), 71 FR 38935 (July 10, 2006) (File No. SR–
NASD–2005–087).
7 Nasdaq Global Market securities were formerly
known as Nasdaq National Market securities. See
Securities Exchange Act Release No. 54084 (June
30, 2006), 71 FR 38935 (July 10, 2006).
8 See Securities Exchange Act Release No. 34277
(June 29, 1994), 59 FR 34885 (July 7, 1994) (‘‘Short
Sale Rule Approval Order’’).
9 See Securities Exchange Act Release No. 53093
(January 10, 2006), 71 FR 2966 (January 18, 2006)
(Notice of Immediate Effectiveness of SR–NASD–
2005–149 extending the Short Sale Rule and
continued suspension of Primary Market Maker
standards).
10 See Securities Exchange Act Release No. 54891
(December 7, 2006), 71 FR 75067 (December 13,
2006) (proposed amendments to Regulation SHO
and Rule 10a–1 under the Act).
11 See Securities Exchange Act Release No. 44030
(March 2, 2001), 66 FR 14235 (March 9, 2001) (SR–
NASD–2001–09).
12 See supra note 9.
VerDate Aug<31>2005
19:52 Feb 09, 2007
Jkt 211001
through December 15, 2007, the penny
short sale pilot program. Extension of
the pilot will allow NASD and the
Commission to maintain the status quo
until the Commission takes further
action on short sale price tests.
If approved, NASD will continue
during the pilot period to require NASD
members seeking to effect ‘‘legal’’ short
sales when the current national best
(inside) bid is lower than the preceding
national best (inside) bid, to execute
those short sales at a price that is at least
$0.01 above the current national best
(inside) bid in that security. NASD
believes that such an extension provides
for an appropriate continuation of the
current penny short sale standards
while the Commission continues to
consider the effectiveness of short sale
price tests. NASD is not proposing any
other changes to the pilot at this time.
NASD is requesting that the
Commission accelerate the effectiveness
of the proposed rule change and is
seeking to make the proposed rule
change effective on a retroactive basis to
December 16, 2006.
2. Statutory Basis
NASD believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,13 which
requires, among other things, that NASD
rules must be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, and, in general, to
protect investors and the public interest.
NASD believes it is in the best interest
of investors and the public to extend the
short sale regulation pilot program.
NASD also believes that it is important
to continue the pilot while the
Commission continues to consider the
effectiveness of short sale price tests.14
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASD 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.
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
NASD has requested that the
Commission find good cause pursuant
to Section 19(b)(2) of the Act 15 for
approving the proposed rule change
prior to the 30th day after publication in
the Federal Register. The Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to NASD and, in
particular, the requirements of Section
15A of the Act and the rules and
regulations thereunder.16 The
Commission finds good cause for
approving the proposed rule change
prior to the 30th day after the date of
publication of notice of filing thereof in
that accelerated approval will allow the
short sale pilot program to operate
without interruption.
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 e-mail to rulecomments@sec.gov. Please include File
Number SR–NASD–2007–009 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NASD–2007–009. 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 that are filed with the
Commission, and all written
15 15
U.S.C. 78s(b)(2).
approving this proposed rule change, the
Commission notes that it has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
16 In
13 15
U.S.C. 78o–3(b)(6).
supra note 10.
14 See
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12FEN1
Federal Register / Vol. 72, No. 28 / Monday, February 12, 2007 / Notices
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 inspection and copying in
the Commission’s Public Reference
Room. Copies of such filing also will be
available for inspection and copying at
the principal office of 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–2007–009 and
should be submitted on or before March
5, 2007.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act that the
proposed rule change (SR–NASD–2007–
009) is approved on an accelerated
basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.17
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–2303 Filed 2–9–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55211; File No. SR–Phlx–
2006–79]
Self-Regulatory Organizations;
Philadelphia Stock Exchange, Inc.;
Notice of Filing and Order Granting
Accelerated Approval of Proposed
Rule Change, as Modified by
Amendment No. 1, Relating to an
Amendment to the Generic Listing
Standards for Trust Shares
sroberts on PROD1PC70 with NOTICES
January 31, 2007.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Exchange Act’’),1 and Rule 19b–4
thereunder,2 notice is hereby given that
on November 29, 2006, the Philadelphia
Stock Exchange, Inc. (‘‘Phlx’’ or
‘‘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
substantially prepared by the Exchange.
On January 29, 2007, the Exchange filed
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
19:52 Feb 09, 2007
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Phlx Rule 803—Criteria for Listing—
Tier 1, regarding generic listing
standards for Trust Shares. The text of
the proposed Phlx Rule is set forth
below, with new text italicized and
deleted text [bracketed].
Rule 803 Criteria for Listing—Tier I
*
*
*
*
*
(a)–(h) No Change.
(i) Trust Shares
(1)–(10) No Change.
(11) The Exchange may approve a
series of Trust Shares for trading,
whether by listing or pursuant to
unlisted trading privileges, pursuant to
Rule 19b–4(e) under the Securities
Exchange Act of 1934 provided each of
the following criteria is satisfied:
(a) Eligibility Criteria for Index
Components. Upon the initial listing of
a series of Trust Shares on the
Exchange, the component stocks of an
index or portfolio underlying such
series of Trust Shares shall meet the
following criteria as of the date of the
initial deposit of cash and securities
into the trust:
(i)–(ii) No Change.
(iii) The most heavily weighted
component stock cannot exceed
[25]30% of the weight of the index or
portfolio, and the five most heavily
weighted component stocks cannot
exceed 65% of the weight of the index
or portfolio;
(iv)–(v) No Change.
(b)–(h) No Change.
(j)–(m) 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, 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
Jkt 211001
places specified in Item III below. The
Exchange has prepared summaries,
substantially 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 purpose of the proposed rule
change is to conform Phlx’s generic
listing standards for Trust Shares,
specifically Rule 803(i)(11)(a)(iii), to the
standards of other exchanges. Phlx Rule
803 provides generic listing standards
for Trust Shares to permit listing and
trading of these securities pursuant to
Rule 19b–4(e) under the Act.4 Rule 19b–
4(e) provides that the listing and trading
of a new derivative securities product
by a self-regulatory organization shall
not be deemed a proposed rule change,
pursuant to paragraph (c)(1) of Rule
19b–4,5 if the Commission has
approved, pursuant to Section 19(b) of
the Act,6 the self-regulatory
organization’s trading rules, procedures
and listing standards for the product
class that would include the new
derivative securities product, and the
self-regulatory organization has a
surveillance program for the product
class.7
These generic listing standards are
intended to ensure that stocks with
substantial market capitalization and
trading volume account for a substantial
portion of the weight of an index or
portfolio. Phlx Rule 803 provides that,
upon the initial listing of a series of
Trust Shares under Rule 19b–4(e),
component stocks that in the aggregate
account for at least 90 percent of the
weight of the index or portfolio must
have a minimum market value of at least
$75 million. In addition, the component
stocks in the index must have a
minimum monthly trading volume
during each of the last six months of at
least 250,000 shares for stocks
representing at least 90 percent of the
weight of the index or portfolio.
Currently, Rule 803(i)(11)(a)(iii)
provides that the most heavily weighted
component stock in an underlying index
cannot exceed 25 percent of the weight
of the index or portfolio, and the five
most heavily weighted component
stocks cannot exceed 65 percent of the
weight of the index or portfolio. The
4 17
CFR 240.19b–4(e).
CFR 240.19b–4(c)(1).
6 15 U.S.C. 78s(b).
7 See Securities Exchange Act Release No. 40761
(December 8, 1998), 63 FR 70952 (December 22,
1998).
5 17
3 In Amendment No. 1, the Exchange
supplemented the rationale for its request for
accelerated approval and made technical changes to
the proposed rule text.
17 17
VerDate Aug<31>2005
Amendment No. 1 to the proposed rule
change.3 The Commission is publishing
this notice to solicit comments on the
proposed rule change from interested
persons, and is granting accelerated
approval to the proposed rule change as
modified by Amendment No. 1.
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E:\FR\FM\12FEN1.SGM
12FEN1
Agencies
[Federal Register Volume 72, Number 28 (Monday, February 12, 2007)]
[Notices]
[Pages 6635-6637]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-2303]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55245; File No. SR-NASD-2007-009]
Self-Regulatory Organizations: National Association of Securities
Dealers, Inc.; Notice of Filing and Order Granting Accelerated Approval
of Proposed Rule Change Relating to Extension of NASD's Short Sale Rule
Contained in Rule 5100 and Short Sale Standard Contained in IM-5100
February 5, 2007.
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 January 26, 2007, the National Association of Securities Dealers,
Inc. (``NASD'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by NASD. The Commission
is publishing this notice to solicit comments on the proposed rule
change from interested persons. For the reasons discussed below, the
Commission is granting accelerated approval of the proposed rule
change.
---------------------------------------------------------------------------
\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
NASD is proposing to extend retroactively to December 16, 2006, and
prospectively through December 15, 2007, the pilot effectiveness of
Rule 5100 (Short Sale Rule). NASD is also seeking to extend the pilot
effectiveness of the penny ($0.01) legal short sale standard contained
in Interpretive Material (IM) 5100. Without such extension, these
pilots would have expired on December 15, 2006. NASD does not propose
any substantive changes to the pilots; the only changes are making the
pilots effective on a retroactive basis to December 16, 2006 and
extending the pilots' expiration dates to December 15, 2007.
Below is the text of the proposed rule change. Proposed new
language is in italics; proposed deletions are in brackets.\3\
---------------------------------------------------------------------------
\3\ There are no proposed changes to the text of IM-5100.
---------------------------------------------------------------------------
* * * * *
5100. Short Sale Rule
(a) through (k) No Change.
(l) This section shall be in effect until December 15, 200[6]7.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, NASD 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. NASD 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
Proposal to Extend Penny Short Sale Rule. Section 10(a) of the Act
gives the Commission plenary authority to regulate short sales \4\ of
securities registered on a national securities exchange, as needed to
protect investors. Rule 10a-1(a)(1) provides that, subject to certain
exceptions, a listed security may be sold short (A) at a price above
the price at which the immediately preceding sale was effected (plus
tick), or (B) at the last sale price if it is higher than the last
different price (zero-plus tick).\5\
---------------------------------------------------------------------------
\4\ A short sale is a sale of a security that the seller does
not own or any sale that is consummated by the delivery of a
security borrowed by, or for the account of, the seller. See Rule
200(a) of Regulation SHO under the Act.
\5\ See 17 CFR 240.10a-1(a)(1).
---------------------------------------------------------------------------
On June 29 1994, the Commission granted temporary approval to
NASD's short sale rule, Rule 5100 (formerly Rule
[[Page 6636]]
3350),\6\ applicable to Nasdaq Global Market (``NGM'') securities \7\
on a pilot basis.\8\ Rule 5100 applies to short sales of OTC
transactions reported to the Alternative Display Facility (``ADF'') or
a Trade Reporting Facility (``TRF''). Rule 5100 provides that, with
respect to trades reported to the ADF or the TRF, no member shall
effect a short sale in a NGM security otherwise than on an exchange at
or below the current national best (inside) bid when the current
national best (inside) bid is below the preceding national best
(inside) bid (referred to as the ``bid test'').
---------------------------------------------------------------------------
\6\ NASD has renumbered Rule 3350 and IM-3350 as Rule 5100 and
IM-5100, respectively. See Securities Exchange Act Release No. 54084
(June 30, 2006), 71 FR 38935 (July 10, 2006) (File No. SR-NASD-2005-
087).
\7\ Nasdaq Global Market securities were formerly known as
Nasdaq National Market securities. See Securities Exchange Act
Release No. 54084 (June 30, 2006), 71 FR 38935 (July 10, 2006).
\8\ See Securities Exchange Act Release No. 34277 (June 29,
1994), 59 FR 34885 (July 7, 1994) (``Short Sale Rule Approval
Order'').
---------------------------------------------------------------------------
Since approval, NASD proposed, and the Commission approved,
numerous extensions of NASD's short sale rule and it continues to
operate on a pilot basis.\9\ NASD has determined to seek an extension
of the pilot until December 15, 2007 and to make it effective on a
retroactive basis to December 16, 2006. NASD believes that such an
extension provides an appropriate continuation of NASD's short sale
price test contained in Rule 5100 while the Commission considers
whether changes to short sale price tests are necessary in light of
current market practices and the purposes underlying short sale
regulation.\10\
---------------------------------------------------------------------------
\9\ See Securities Exchange Act Release No. 53093 (January 10,
2006), 71 FR 2966 (January 18, 2006) (Notice of Immediate
Effectiveness of SR-NASD-2005-149 extending the Short Sale Rule and
continued suspension of Primary Market Maker standards).
\10\ See Securities Exchange Act Release No. 54891 (December 7,
2006), 71 FR 75067 (December 13, 2006) (proposed amendments to
Regulation SHO and Rule 10a-1 under the Act).
---------------------------------------------------------------------------
Proposal to Extend Penny Short Sale Standard. On March 2, 2001, the
Commission approved, on a pilot basis,\11\ the proposal to establish a
$0.01 above the bid standard for legal short sales in NGM securities as
part of the Decimals Implementation Plan for the Equities and Options
Markets. This pilot program has been continuously extended since that
date and expired on December 15, 2006.\12\ NASD now proposes to extend
retroactively to December 16, 2006, and prospectively through December
15, 2007, the penny short sale pilot program. Extension of the pilot
will allow NASD and the Commission to maintain the status quo until the
Commission takes further action on short sale price tests.
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\11\ See Securities Exchange Act Release No. 44030 (March 2,
2001), 66 FR 14235 (March 9, 2001) (SR-NASD-2001-09).
\12\ See supra note 9.
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If approved, NASD will continue during the pilot period to require
NASD members seeking to effect ``legal'' short sales when the current
national best (inside) bid is lower than the preceding national best
(inside) bid, to execute those short sales at a price that is at least
$0.01 above the current national best (inside) bid in that security.
NASD believes that such an extension provides for an appropriate
continuation of the current penny short sale standards while the
Commission continues to consider the effectiveness of short sale price
tests. NASD is not proposing any other changes to the pilot at this
time.
NASD is requesting that the Commission accelerate the effectiveness
of the proposed rule change and is seeking to make the proposed rule
change effective on a retroactive basis to December 16, 2006.
2. Statutory Basis
NASD believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(6) of the Act,\13\ which requires, among
other things, that NASD rules must be designed to prevent fraudulent
and manipulative acts and practices, to promote just and equitable
principles of trade, and, in general, to protect investors and the
public interest. NASD believes it is in the best interest of investors
and the public to extend the short sale regulation pilot program. NASD
also believes that it is important to continue the pilot while the
Commission continues to consider the effectiveness of short sale price
tests.\14\
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\13\ 15 U.S.C. 78o-3(b)(6).
\14\ See supra note 10.
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B. Self-Regulatory Organization's Statement on Burden on Competition
NASD 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.
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
NASD has requested that the Commission find good cause pursuant to
Section 19(b)(2) of the Act \15\ for approving the proposed rule change
prior to the 30th day after publication in the Federal Register. The
Commission finds that the proposed rule change is consistent with the
requirements of the Act and the rules and regulations thereunder
applicable to NASD and, in particular, the requirements of Section 15A
of the Act and the rules and regulations thereunder.\16\ The Commission
finds good cause for approving the proposed rule change prior to the
30th day after the date of publication of notice of filing thereof in
that accelerated approval will allow the short sale pilot program to
operate without interruption.
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\15\ 15 U.S.C. 78s(b)(2).
\16\ In approving this proposed rule change, the Commission
notes that it has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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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 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-2007-009 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASD-2007-009. 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 that are
filed with the Commission, and all written
[[Page 6637]]
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 inspection and copying in the Commission's Public
Reference Room. Copies of such filing also will be available for
inspection and copying at the principal office of 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-2007-009 and should be
submitted on or before March 5, 2007.
V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the Act
that the proposed rule change (SR-NASD-2007-009) is approved on an
accelerated basis.
For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-2303 Filed 2-9-07; 8:45 am]
BILLING CODE 8010-01-P