Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Order Approving Proposed Rule Change To Adopt a Policy Relating to Its Treatment of Trade Reports That It Determines To Be Inconsistent With the Prevailing Market Retroactive to September 1, 2008, 7276-7278 [E9-3095]
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7276
Federal Register / Vol. 74, No. 29 / Friday, February 13, 2009 / Notices
the rule, broker-dealers participating in
a securities offering must keep accurate
records of persons who have indicated
interest in an IPO or requested a
prospectus, so that they know to whom
they must send a prospectus.
The Commission estimates that
broker-dealers will spend a total of
78,800 hours complying with the
collection of information required by
the rule. The Commission estimates that
the total number of responses required
by the rule is 7,764. The Commission
estimates that the total annualized cost
burden (copying and postage costs) is
$157,600,000.
Written comments are invited on: (a)
Whether the proposed collection of
information is necessary for the proper
performance of the functions of the
Commission, including whether the
information shall have practical utility;
(b) the accuracy of the Commission’s
estimates of the burden of the proposed
collection of information; (c) ways to
enhance the quality, utility, and clarity
of the information to be collected; and
(d) ways to minimize the burden of the
collection of information on
respondents, including through the use
of automated collection techniques or
other forms of information technology.
Consideration will be given to
comments and suggestions submitted in
writing within 60 days of this
publication.
Comments should be directed to:
Charles Boucher, Director/Chief
Information Officer, Securities and
Exchange Commission, c/o Shirley
Martinson, 6432 General Green Way,
Alexandria, Virginia 22312 or send an
e-mail to: PRA_Mailbox@sec.gov.
Comments must be submitted within 60
days of this notice.
Dated: February 9, 2009.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–3097 Filed 2–12–09; 8:45 am]
Club, Inc. because it has not filed any
periodic reports since the period ended
July 31, 1995.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Juina
Mining Corp., Inc. (n/k/a AC Energy,
Inc.) because it has not filed any
periodic reports since October 1, 1999.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of
Jumbosports, Inc. because it has not
filed any periodic reports since the
period ended July 30, 1999.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Just Like
Home, Inc. because it has not filed any
periodic reports since the period ended
June 30, 2001.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Just Toys,
Inc. (n/k/a Pachinko, Inc.) because it has
not filed any periodic reports since the
period ended September 30, 2000.
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of the above-listed
companies.
Therefore, it is ordered, pursuant to
Section 12(k) of the Securities Exchange
Act of 1934, that trading in the
securities of the above-listed companies
is suspended for the period from 9:30
a.m. EST on February 11, 2009, through
11:59 p.m. EST on February 25, 2009.
By the Commission.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–3252 Filed 2–11–09; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59370; File No. SR–
NASDAQ–2008–101]
[File No. 500–1]
cprice-sewell on PRODPC61 with NOTICES
BILLING CODE 8011–01–P
The Jockey Club, Inc., Juina Mining
Corp., Inc. (n/k/a AC Energy, Inc.),
Jumbosports, Inc., Just Like Home,
Inc., and Just Toys, Inc. (n/k/a
Pachinko, Inc.); Order of Suspension
of Trading
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Order
Approving Proposed Rule Change To
Adopt a Policy Relating to Its
Treatment of Trade Reports That It
Determines To Be Inconsistent With
the Prevailing Market Retroactive to
September 1, 2008
February 11, 2009.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of The Jockey
February 6, 2009.
I. Introduction
On December 19, 2008, The NASDAQ
Stock Market LLC (‘‘Nasdaq’’) filed with
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15:38 Feb 12, 2009
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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 adopt a policy relating to its
treatment of trade reports that it
determines to be inconsistent with the
prevailing market and to make such
policy retroactive to September 1, 2008.
The proposed rule change was
published for comment in the Federal
Register on January 2, 2009.3 The
Commission received no comments on
the proposal. This order approves the
proposed rule change.
II. Description of the Proposal
Trades in listed securities
occasionally occur at prices that deviate
from prevailing market prices and those
trades sometimes establish a high, low
or last sale price for a security that does
not reflect the true market for the
security. Nasdaq seeks to address such
instances of ‘‘aberrant’’ trades by
adopting a policy that is substantially
similar to a policy of the New York
Stock Exchange (‘‘NYSE’’).4 On
December 19, 2008, Nasdaq also filed a
proposed rule change, which it
designated as eligible for immediate
effectiveness pursuant to Rule 19b–
4(f)(6) under the Act,5 to adopt a policy
relating to Nasdaq’s treatment of trade
reports that it determines to be
inconsistent with the prevailing
market.6 The policy proposed in the
instant rule change is identical to the
policy set forth in Release No. 34–
59151, except that the instant proposal
is retroactive to September 1, 2008.
The Exchange proposes that its policy
in this regard shall be to contact the
listing exchange (if Nasdaq is not the
listing exchange) and other markets (in
the case of executions that take place
across multiple markets) to determine if
any erroneous trade reports were filed.
If Nasdaq determines the trade price of
a trade through Nasdaq is inconsistent
with the prevailing market for the
security after considering the factors
outlined herein, the Exchange may
make the determination to append an
indicator (an ‘‘Aberrant Report
Indicator’’) to the trade.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 59149
(December 23, 2008), 74 FR 155.
4 See Securities Exchange Act Release No. 59064
(December 5, 2008), 73 FR 76082 (December 15,
2008) (order approving SR–NYSE–2008–91).
5 17 CFR 240.19b–4(f)(6).
6 See Securities Exchange Act Release No. 59151
(December 23, 2008), 74 FR 158 (January 2, 2009)
(SR–NASDAQ–2008–100) (‘‘Release No. 34–
59151’’).
2 17
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13FEN1
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Federal Register / Vol. 74, No. 29 / Friday, February 13, 2009 / Notices
Nasdaq trades stocks listed on its own
market and trades on an unlisted trading
privilege (‘‘UTP’’) basis securities listed
on other markets. Nasdaq operates the
securities information processor (‘‘SIP’’),
which processes trade and quote
information for the Nasdaq UTP Plan
(‘‘Nasdaq SIP’’). The Securities Industry
Automation Corporation (‘‘SIAC’’)
serves as the securities information
processor for the CTA Plan and
processes trade and quote information
for trades in non-Nasdaq listed
securities. The Nasdaq SIP and the
Consolidated Tape Association (‘‘CTA’’)
offer each participant in the Nasdaq
UTP and CTA Plan the discretion to
append to the Aberrant Report Indicator
to a trade report to indicate that the
market believes that the trade price in
a trade executed on that market does not
accurately reflect the prevailing market
for the security.7
During the course of surveillance by
the Exchange or as a result of
notification by another market, listed
company or market participant, the
Exchange may become aware of trade
prices that do not accurately reflect the
prevailing market for a security. In such
a case, the Exchange proposes to adopt
as policies that it:
i. May determine to append an
Aberrant Report Indicator to any trade
report with respect to any trade
executed on the Exchange that the
Exchange determines to be inconsistent
with the prevailing market; and
ii. Shall discourage vendors and other
data recipients from using prices to
which the Exchange has appended the
Aberrant Report Indicator in any
calculation of the high, low or last sale
price of a security.
Nasdaq believes that retroactive
application of its aberrant trade policy
is warranted because of unprecedented
market volatility and trade reporting
issues that all market centers
experienced beginning in September
2008. Therefore, the Exchange believes
that it should be permitted to act
retroactively to append the Aberrant
Report Indicator to trades that do not
accurately reflect the prevailing market
for a security commencing as of
September 1, 2008.
The Exchange will urge vendors to
disclose the exclusion from high, low or
last sale price data of any trades with an
Aberrant Report Indicator and exclude
them from high, low or last sale price
information that they disseminate and
to provide to data users an explanation
7 The CTA recommends that data recipients
should exclude the price of any trade to which the
Aberrant Report Indicator has been appended from
any calculation of the high, low and last sale prices
for the security.
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15:38 Feb 12, 2009
Jkt 217001
of the parameters used in the
Exchange’s aberrant trade policy. Upon
initial adoption of the Aberrant Report
Indicator, the Exchange will contact all
of its listed companies via a Head
Trader Alert to explain the aberrant
trade policy and that the underlying
trades remain valid and will clear. In
the event the trade relates to a Nasdaqlisted security, Nasdaq’s Market
Intelligence Desk will inform the
affected listed company that these are
still valid trades in that they were
executed and not unwound as in the
case of a clearly erroneous trade.
While SIAC, on behalf of the CTA
Plan, and the Nasdaq SIP, on behalf of
the Nasdaq UTP Plan, disseminate their
own calculations of high, low and last
sale prices, vendors and other data
recipients—and not the Exchange—
frequently determine their own
methodology by which they wish to
calculate high, low and last sale prices.
Therefore, the Exchange represents that
it will endeavor to explain to those
vendors and other data recipients the
deleterious effects that can result from
including in the calculations a trade to
which the Aberrant Report Indicator has
been appended.
In making the determination to
append the Aberrant Report Indicator,
the Exchange will consider all factors
related to a trade, including, but not
limited to, the following:
• Material news released for the
security;
• Suspicious trading activity;
• System malfunctions or
disruptions;
• Locked or crossed markets;
• A recent trading halt or resumption
of trading in the security;
• Whether the security is in its initial
public offering;
• Volume and volatility for the
security;
• Whether the trade price represents
a 52-week high or low for the security;
• Whether the trade price deviates
significantly from recent trading
patterns in the security;
• Whether the trade price reflects a
stock-split, reorganization or other
corporate action;
• The validity of consolidated tape
trades and quotes in comparison to
national best bids and offers; and
• The general volatility of market
conditions.
In determining whether trade prices
are inconsistent with the prevailing
market, the Exchange proposes that its
policy shall be to follow the following
general guidelines: The Exchange will
review whether a trade price does not
reflect the prevailing market for a
security if the trade occurs during
PO 00000
Frm 00063
Fmt 4703
Sfmt 4703
7277
regular trading hours (i.e., 9:30 a.m. to
4 p.m.) and occurs at a price that
deviates from the ‘‘Reference Price’’ by
an amount that meets or exceeds the
following thresholds:
Trade price
Numerical
threshold
(percent)
Between $0 and $15.00 .......
Between $15.01 and $50.00
In excess of $50.00 ..............
7
5
3
The ‘‘Reference Price’’ refers to (a) if
the primary market for the security is
open at the time of the trade, the
national best bid or offer for the
security, or (b) if the primary market for
the security is not open at the time of
the trade, the first executable quote or
print for the security on the primary
market after execution of the trade in
question. However, if the circumstances
suggest that a different Reference Price
would be more appropriate, the
Exchange will use the different
Reference Price. For instance, if the
national best bid and offer for the
security are so wide apart as to fail to
reflect the market for the security, the
Exchange might use as the Reference
Price a trade price or best bid or offer
that was available prior to the trade in
question.
If Nasdaq determines that a trade
price does not reflect the prevailing
market for a security and the trade
represented the last sale of the security
on the Exchange during a trading
session, the Exchange may also
determine to remove that trade’s
designation as the last sale and the
preceding last sale eligible trade would
become the new last sale. Nasdaq may
do so either on the day of the trade or
at a later date, so as to provide
reasonable time for the Exchange to
conduct due diligence regarding the
trade, including the consideration of
input from markets and other market
participants.
The Exchange advises that it proposes
to use the Aberrant Report Indicator in
accordance with the guidelines set forth
above and that it may apply the
Aberrant Report Indicator on a
retroactive basis commencing
September 1, 2008.
III. Discussion
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange and, in particular,
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Federal Register / Vol. 74, No. 29 / Friday, February 13, 2009 / Notices
with Section 6(b) of the Act 8 and the
rules and regulations thereunder.
Specifically, the Commission finds that
the proposed rule change is consistent
with Section 6(b)(5) of the Act 9 which
requires, among other things, that the
rules of a national securities exchange
be designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to, and
perfect the mechanism of, a free and
open market and a national market
system, to protect investors and the
public interest, and are not designed to
permit unfair discrimination between
customers, issuers, brokers or dealers.10
The Commission believes that the
Nasdaq’s proposal to append an
Aberrant Report Indicator to certain
trade reports is a reasonable means to
alert investors and others that the
Nasdaq believes that the trade price for
a trade executed in its market does not
accurately reflect the prevailing market
for the security. In addition, the
Commission notes that Nasdaq will use
objective numerical thresholds in
determining whether a trade report is
eligible to have an Aberrant Trade
Indicator appended to it. The
Commission further notes that the
Nasdaq’s appending the Aberrant Trade
Indicator to a trade report has no effect
on the validity of the underlying trade.
The Commission previously found a
similar proposal by the NYSE to be
consistent with the Act.11 Finally, the
Commission notes that the retroactive
application of this proposal to
September 1, 2008 is substantially
similar to the retroactive period
approved for the NYSE.12
For the reasons set forth above, the
Commission finds that the proposed
rule change is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,13 that the
proposed rule change (SR–NASDAQ–
2008–101) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–3095 Filed 2–12–09; 8:45 am]
BILLING CODE 8011–01–P
8 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
10 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
11 See supra note 4.
12 Id.
13 15 U.S.C. 78s(b)(2).
14 17 CFR 200.30–3(a)(12).
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9 15
VerDate Nov<24>2008
15:38 Feb 12, 2009
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59369; File No. SR–
NASDAQ–2008–097]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Order
Granting Approval of Proposed Rule
Change To Adopt a Limited Exemption
from OATS Order Data Recordation
Requirements for Registered Options
Market Makers
February 6, 2009.
On December 12, 2008, The NASDAQ
Stock Market LLC (‘‘Nasdaq’’ 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
adopt a limited exemption from OATS
order data recordation requirements for
registered options market makers. The
proposed rule change was published in
the Federal Register on January 2,
2009.3 The Commission received one
comment letter expressing support for
the proposal.4 This order approves the
proposed rule change.
The Exchange proposes to amend the
definition of ‘‘Order’’ contained in
Nasdaq Rule 6951 to create a limited
exemption from OATS order
recordation requirements for bona fide
hedging transactions in Nasdaq-listed
equity securities originated by a trading
desk in the ordinary course of the
member’s market making activity in
options. The proposal applies to an
options transaction on any options
market in any standardized option made
available for clearing through the
Options Clearing Corporation.
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange, in particular, with
Section 6 of the Act 5 and the rules and
regulations thereunder. Specifically, the
Commission finds that the proposal is
consistent with Section 6(b)(5) of the
Act,6 which requires, among other
things, that the Exchange’s proposal be
designed to prevent fraudulent and
manipulative acts and practices, to
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 59163
(December 24, 2008), 74 FR 160.
4 See letter from Greg O’Connor, Compliance
Manager, Wolverine Execution Services, LLC to
Florence E. Harmon, Acting Secretary, Commission,
dated January 23, 2009.
5 15 U.S.C. 78f.
6 15 U.S.C. 78f(b)(5).
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.7
OATS is an integrated audit trail of
order, quote, and trade information for
Nasdaq-listed equity securities used to
recreate events in the life cycle of orders
and more completely monitor the
trading practices of member firms.
OATS was designed to provide an
accurate, time-sequenced record of
orders and transactions, beginning with
the receipt of an equity order at the first
point of contact between the brokerdealer and the customer or counterparty
and further documenting the life of the
equity order through the process of
execution. Thus, OATS captures
information that can be used to surveil
for trading abuses that would
undermine the integrity of the market
and harm investors.8 There is an
exemption from the OATS requirements
for instructions to effect proprietary
transactions originated by a trading desk
in the ordinary course of a member’s
market making activities.9 Further, the
Nasdaq rules provide an exemption
from OATS transmission requirements
for orders entered by proprietary trading
firms.10
The Commission notes that Nasdaq
believes that because bona fide hedging
transactions in equity securities are
undertaken by an options market maker
to hedge against the firm risk that it
creates through its conduct as a
registered options market maker,
submitting bona fide hedging
transactions to OATS recording
requirements provides no customer
protection or equivalent regulatory
benefit. Additionally, the Commission
notes that Nasdaq believes that it is very
expensive for firms that are not
currently FINRA members or that do not
currently trade NASDAQ equities to
develop and maintain the compliance
systems and compliance staff required
to continuously monitor the daily
transmission of OATS data.
Similarly to the aforementioned
OATS exemptions, the Commission
2 17
PO 00000
Frm 00064
Fmt 4703
Sfmt 4703
7 In approving the proposed rule change the
Commission has considered the propose rule’s
impact on efficiency, competition and capital
formation. See 15 U.S.C. 78c(f).
8 See Securities Exchange Act Release No. 39729
(March 6, 1998), 63 FR 12559 (March 13, 1998).
9 See Nasdaq Rule 6951(i).
10 See Nasdaq Rule 6955(b).
E:\FR\FM\13FEN1.SGM
13FEN1
Agencies
[Federal Register Volume 74, Number 29 (Friday, February 13, 2009)]
[Notices]
[Pages 7276-7278]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-3095]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59370; File No. SR-NASDAQ-2008-101]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Order Approving Proposed Rule Change To Adopt a Policy Relating to Its
Treatment of Trade Reports That It Determines To Be Inconsistent With
the Prevailing Market Retroactive to September 1, 2008
February 6, 2009.
I. Introduction
On December 19, 2008, The NASDAQ Stock Market LLC (``Nasdaq'')
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
adopt a policy relating to its treatment of trade reports that it
determines to be inconsistent with the prevailing market and to make
such policy retroactive to September 1, 2008. The proposed rule change
was published for comment in the Federal Register on January 2,
2009.\3\ The Commission received no comments on the proposal. This
order approves the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 59149 (December 23,
2008), 74 FR 155.
---------------------------------------------------------------------------
II. Description of the Proposal
Trades in listed securities occasionally occur at prices that
deviate from prevailing market prices and those trades sometimes
establish a high, low or last sale price for a security that does not
reflect the true market for the security. Nasdaq seeks to address such
instances of ``aberrant'' trades by adopting a policy that is
substantially similar to a policy of the New York Stock Exchange
(``NYSE'').\4\ On December 19, 2008, Nasdaq also filed a proposed rule
change, which it designated as eligible for immediate effectiveness
pursuant to Rule 19b-4(f)(6) under the Act,\5\ to adopt a policy
relating to Nasdaq's treatment of trade reports that it determines to
be inconsistent with the prevailing market.\6\ The policy proposed in
the instant rule change is identical to the policy set forth in Release
No. 34-59151, except that the instant proposal is retroactive to
September 1, 2008.
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 59064 (December 5,
2008), 73 FR 76082 (December 15, 2008) (order approving SR-NYSE-
2008-91).
\5\ 17 CFR 240.19b-4(f)(6).
\6\ See Securities Exchange Act Release No. 59151 (December 23,
2008), 74 FR 158 (January 2, 2009) (SR-NASDAQ-2008-100) (``Release
No. 34-59151'').
---------------------------------------------------------------------------
The Exchange proposes that its policy in this regard shall be to
contact the listing exchange (if Nasdaq is not the listing exchange)
and other markets (in the case of executions that take place across
multiple markets) to determine if any erroneous trade reports were
filed. If Nasdaq determines the trade price of a trade through Nasdaq
is inconsistent with the prevailing market for the security after
considering the factors outlined herein, the Exchange may make the
determination to append an indicator (an ``Aberrant Report Indicator'')
to the trade.
[[Page 7277]]
Nasdaq trades stocks listed on its own market and trades on an
unlisted trading privilege (``UTP'') basis securities listed on other
markets. Nasdaq operates the securities information processor
(``SIP''), which processes trade and quote information for the Nasdaq
UTP Plan (``Nasdaq SIP''). The Securities Industry Automation
Corporation (``SIAC'') serves as the securities information processor
for the CTA Plan and processes trade and quote information for trades
in non-Nasdaq listed securities. The Nasdaq SIP and the Consolidated
Tape Association (``CTA'') offer each participant in the Nasdaq UTP and
CTA Plan the discretion to append to the Aberrant Report Indicator to a
trade report to indicate that the market believes that the trade price
in a trade executed on that market does not accurately reflect the
prevailing market for the security.\7\
---------------------------------------------------------------------------
\7\ The CTA recommends that data recipients should exclude the
price of any trade to which the Aberrant Report Indicator has been
appended from any calculation of the high, low and last sale prices
for the security.
---------------------------------------------------------------------------
During the course of surveillance by the Exchange or as a result of
notification by another market, listed company or market participant,
the Exchange may become aware of trade prices that do not accurately
reflect the prevailing market for a security. In such a case, the
Exchange proposes to adopt as policies that it:
i. May determine to append an Aberrant Report Indicator to any
trade report with respect to any trade executed on the Exchange that
the Exchange determines to be inconsistent with the prevailing market;
and
ii. Shall discourage vendors and other data recipients from using
prices to which the Exchange has appended the Aberrant Report Indicator
in any calculation of the high, low or last sale price of a security.
Nasdaq believes that retroactive application of its aberrant trade
policy is warranted because of unprecedented market volatility and
trade reporting issues that all market centers experienced beginning in
September 2008. Therefore, the Exchange believes that it should be
permitted to act retroactively to append the Aberrant Report Indicator
to trades that do not accurately reflect the prevailing market for a
security commencing as of September 1, 2008.
The Exchange will urge vendors to disclose the exclusion from high,
low or last sale price data of any trades with an Aberrant Report
Indicator and exclude them from high, low or last sale price
information that they disseminate and to provide to data users an
explanation of the parameters used in the Exchange's aberrant trade
policy. Upon initial adoption of the Aberrant Report Indicator, the
Exchange will contact all of its listed companies via a Head Trader
Alert to explain the aberrant trade policy and that the underlying
trades remain valid and will clear. In the event the trade relates to a
Nasdaq-listed security, Nasdaq's Market Intelligence Desk will inform
the affected listed company that these are still valid trades in that
they were executed and not unwound as in the case of a clearly
erroneous trade.
While SIAC, on behalf of the CTA Plan, and the Nasdaq SIP, on
behalf of the Nasdaq UTP Plan, disseminate their own calculations of
high, low and last sale prices, vendors and other data recipients--and
not the Exchange--frequently determine their own methodology by which
they wish to calculate high, low and last sale prices. Therefore, the
Exchange represents that it will endeavor to explain to those vendors
and other data recipients the deleterious effects that can result from
including in the calculations a trade to which the Aberrant Report
Indicator has been appended.
In making the determination to append the Aberrant Report
Indicator, the Exchange will consider all factors related to a trade,
including, but not limited to, the following:
Material news released for the security;
Suspicious trading activity;
System malfunctions or disruptions;
Locked or crossed markets;
A recent trading halt or resumption of trading in the
security;
Whether the security is in its initial public offering;
Volume and volatility for the security;
Whether the trade price represents a 52-week high or low
for the security;
Whether the trade price deviates significantly from recent
trading patterns in the security;
Whether the trade price reflects a stock-split,
reorganization or other corporate action;
The validity of consolidated tape trades and quotes in
comparison to national best bids and offers; and
The general volatility of market conditions.
In determining whether trade prices are inconsistent with the
prevailing market, the Exchange proposes that its policy shall be to
follow the following general guidelines: The Exchange will review
whether a trade price does not reflect the prevailing market for a
security if the trade occurs during regular trading hours (i.e., 9:30
a.m. to 4 p.m.) and occurs at a price that deviates from the
``Reference Price'' by an amount that meets or exceeds the following
thresholds:
------------------------------------------------------------------------
Numerical
Trade price threshold
(percent)
------------------------------------------------------------------------
Between $0 and $15.00................................... 7
Between $15.01 and $50.00............................... 5
In excess of $50.00..................................... 3
------------------------------------------------------------------------
The ``Reference Price'' refers to (a) if the primary market for the
security is open at the time of the trade, the national best bid or
offer for the security, or (b) if the primary market for the security
is not open at the time of the trade, the first executable quote or
print for the security on the primary market after execution of the
trade in question. However, if the circumstances suggest that a
different Reference Price would be more appropriate, the Exchange will
use the different Reference Price. For instance, if the national best
bid and offer for the security are so wide apart as to fail to reflect
the market for the security, the Exchange might use as the Reference
Price a trade price or best bid or offer that was available prior to
the trade in question.
If Nasdaq determines that a trade price does not reflect the
prevailing market for a security and the trade represented the last
sale of the security on the Exchange during a trading session, the
Exchange may also determine to remove that trade's designation as the
last sale and the preceding last sale eligible trade would become the
new last sale. Nasdaq may do so either on the day of the trade or at a
later date, so as to provide reasonable time for the Exchange to
conduct due diligence regarding the trade, including the consideration
of input from markets and other market participants.
The Exchange advises that it proposes to use the Aberrant Report
Indicator in accordance with the guidelines set forth above and that it
may apply the Aberrant Report Indicator on a retroactive basis
commencing September 1, 2008.
III. Discussion
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities exchange
and, in particular,
[[Page 7278]]
with Section 6(b) of the Act \8\ and the rules and regulations
thereunder. Specifically, the Commission finds that the proposed rule
change is consistent with Section 6(b)(5) of the Act \9\ which
requires, among other things, that the rules of a national securities
exchange be designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to remove
impediments to, and perfect the mechanism of, a free and open market
and a national market system, to protect investors and the public
interest, and are not designed to permit unfair discrimination between
customers, issuers, brokers or dealers.\10\
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
\10\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
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The Commission believes that the Nasdaq's proposal to append an
Aberrant Report Indicator to certain trade reports is a reasonable
means to alert investors and others that the Nasdaq believes that the
trade price for a trade executed in its market does not accurately
reflect the prevailing market for the security. In addition, the
Commission notes that Nasdaq will use objective numerical thresholds in
determining whether a trade report is eligible to have an Aberrant
Trade Indicator appended to it. The Commission further notes that the
Nasdaq's appending the Aberrant Trade Indicator to a trade report has
no effect on the validity of the underlying trade. The Commission
previously found a similar proposal by the NYSE to be consistent with
the Act.\11\ Finally, the Commission notes that the retroactive
application of this proposal to September 1, 2008 is substantially
similar to the retroactive period approved for the NYSE.\12\
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\11\ See supra note 4.
\12\ Id.
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For the reasons set forth above, the Commission finds that the
proposed rule change is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\13\ that the proposed rule change (SR-NASDAQ-2008-101) be, and
hereby is, approved.
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\13\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-3095 Filed 2-12-09; 8:45 am]
BILLING CODE 8011-01-P