Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Amending NYSE Rules 13, 902, 903, 904, 905 and Rule 906 To Eliminate Certain Order Types From the Off-Hours Trading Facility, 11800-11803 [E9-5931]
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11800
Federal Register / Vol. 74, No. 52 / Thursday, March 19, 2009 / Notices
[FR Doc. E9–5978 Filed 3–18–09; 8:45 am]
BILLING CODE
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59570; File No. SR–NYSE–
2009–28]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change Amending
NYSE Rules 13, 902, 903, 904, 905 and
Rule 906 To Eliminate Certain Order
Types From the Off-Hours Trading
Facility
March 12, 2009.
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 11,
2009, New York Stock Exchange LLC
(‘‘NYSE’’ 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 prepared
by the Exchange. NYSE filed the
proposed rule change pursuant to
Section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(6) thereunder,4 which renders
the proposal effective upon filing with
the Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
NYSE Rules 13 (Definitions of Orders),
902 (Off-Hours Trading Orders), 903
(Off-Hours Transactions), 904 (Priority
of Off-Hours Trading Orders), 905 (OffHours Trading Reports and
Recordkeeping) and Rule 906 (Impact of
Trading Halts on Off-Hours Trading) to
eliminate certain order types from the
off-hours trading facility. The text of the
proposed rule change is available at the
Exchange, the Commission’s Public
Reference Room, and https://
www.nyse.com.
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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,
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
2 17
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the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of those
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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Through this filing, the Exchange
seeks to amend NYSE Rules 902, 903,
904 and 906 to remove certain off-hours
trading functions from the Exchange’s
Crossing Session I. The Exchange is
making this change in connection with
certain technology upgrades it expects
to begin rolling out on or about March
16, 2009.
As explained more fully below,
customers who previously relied on the
trading functions in Crossing Session I
that are being eliminated will be able to
execute their off-hours trades through
the NYSE MatchPoint® system. The
Exchange will continue to accommodate
certain types of off-hours trading (error
offset trades and trades between a
member and the DMM for the purpose
of offsetting a market-on-close
imbalance) in Crossing Session I.
I. Background
The Exchange initiated its Off-Hours
Trading Facility in June 1991.5 In
connection with its implementation, the
Exchange adopted the ‘‘900’’ series of
rules to govern trading, order eligibility,
order entry and recordkeeping
requirements.
In one application of the Off-Hours
Trading Facility, members and member
organizations may enter orders to be
executed at the NYSE closing price, that
is, the price established by the last
regular way sale in a security at the
official closing of the 9:30 a.m. to 4 p.m.
trading session (‘‘Crossing Session I’’).
Orders may be entered for any
Exchange-listed issue, other than a
security that is subject to a trading halt
at the close of the regular trading
session 6 or is halted after 4 p.m.
5 See Securities Exchange Act Release No. 29237
(May 31, 1991), 56 FR 24853 (June 3, 1991)
approving File Nos. SR–NYSE–90–52 and 90–53
which established the NYSE Off-Hours Trading
Facility on a pilot basis. See also, Securities
Exchange Act Release No. 33992 (May 2, 1994), 59
FR 23907 (May 9, 1994) approving the NYSE OffHours Trading Facility on a permanent basis.
6 This includes any market-wide trading halt
instituted under Exchange Rule 80B (Trading Halts
Due to Extraordinary Market Volatility).
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Crossing Session I normally runs from
4:15 p.m. to 5 p.m. on each trading day.
Under Rule 902(a)(i) and (ii)(A)
respectively, members may enter singlesided orders (i.e., either an order to buy
or an order to sell) and coupled orders
(i.e., both a buy and a sell order) into
Crossing Session I. In addition, pursuant
to Rule 902(b), the Exchange will
migrate into Crossing Session I for
possible execution any good-tilcancelled (‘‘GTC’’) orders that have been
designated as eligible for execution in
the Off-Hours Trading Facility.7 These
types of orders entered into Crossing
Session I are usually executed at the end
of the Session, i.e., at 5 p.m.
Rules 903 and 904 describe, in
pertinent part, how orders that are
entered into the off-hours trading
facility establish priority, and the
execution protocols for such orders.
Specifically, Rule 903 provides that
single-sided and migrated GTX orders
are to be executed against opposite side
single-sided and GTX orders in the OffHours trading Facility, while coupled
orders are to be executed against the
other side of the coupled order. Rule
904 provides that GTX orders retain the
priority among themselves that existed
when they were entered into Display
Book®, while the priority of coupled
orders will be determined based upon
their sequence of entry into the OffHours Trading facility.
Rule 905 requires that certain records
be maintained by members and member
organizations with respect to off-hours
trading.
Rule 906 outlines procedures under
which Off-Hours Trading Facility orders
in an NYSE-listed security may go
unexecuted if such security was subject
to a trading halt.
II. Proposed Changes to Off-Hours Order
Processing and Rule Amendments
The Exchange is preparing to institute
a number of technology changes to its
systems that will foster more efficient
and cost effective processing of orders it
receives. As part of these changes, the
Exchange is phasing out the SuperDOT®
system and will replace it with a system
referred to as Super Display Book
(‘‘SDBK’’).
Because the Off-Hours Trading
Facility relies on the SuperDOT system
for certain trade processing functions,
the Exchange plans to eliminate the
ability for single-sided, coupled orders
and GTX to be entered or migrated into
the off-hours trading facility known as
7 See NYSE Rule 13 (Definitions of Orders). GTC
orders that have been designated as ‘‘Off-Hours
Eligible’’ under this rule are referred to as ‘‘GTX
orders.’’
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Federal Register / Vol. 74, No. 52 / Thursday, March 19, 2009 / Notices
Crossing Session I, and to instead direct
customers to use the NYSE’s
MatchPoint system to effect those types
of trades. Accordingly, the Exchange is
proposing to amend Rules 902, 903, 905
and 906 and to rescind Rule 904 in its
entirety to remove the provisions that
relate to closing price single-sided,
coupled and GTX orders. The Exchange
also proposes to amend Rule 13 to
remove provisions relating to GTX
orders as these will no longer be
supported by Exchange systems.
1. Proposed Amendments
a. Rule 13 (Definitions of Orders)
When the Exchange created its OffHours Trading Facility, it decided to
provide a means for good-til-cancelled
(GTC) orders to become automatically
eligible for execution in this facility if
the person or entity who had entered
the GTC order so desired. This would
then provide a possible source of
liquidity to the Off-Hours Trading
Facility, and could increase a GTC
order’s chance of being executed since
it could access additional liquidity that
was entered into the Off-Hours Trading
Facility that was not available during
the Exchange’s regular trading session.
At the same time, the Exchange
provided that the GTC orders designated
to migrate to the Off-Hours Trading
Facility would return to the Display
Book, and retain their original priority
on Display Book, if not executed in the
Off-Hours Trading Facility. This would
provide a further incentive to migrate
GTC orders since they would not lose
their standing on the Display Book as a
result of the migration.
The language indicating that a goodtil-cancelled order may be designated as
‘‘Off-Hours eligible’’ and executed
through the ‘‘Off-Hours Trading
Facility’’ is proposed for deletion as this
order type is being eliminated. The
Exchange also proposes to add language
to the definition of the good-tilcancelled order type to indicate that
these orders are not eligible for
execution in any Off-Hours Trading
Facility of the Exchange.
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b. Rule 902 (Off-Hours Trading Orders)
The Exchange proposes to delete
paragraph (a)(i) (Closing-Price Orders)
and paragraph (a)(ii)(A) (Closing-Price
Coupled Orders) in their entirety to
eliminate these as order types eligible
for entry and execution in the Off-Hours
Trading Facility.8 Paragraph (b)
8 The
Exchange is retaining the Aggregate-Price
Coupled Order type, as defined in Rule 900 (OffHours Trading: Applicability and Definitions),
paragraph (e)(i). This order type is specified for
coupled buy and sell orders representing 15 or more
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(Migration of Orders) is also proposed to
be deleted to reflect the elimination of
GTX, as that paragraph explains the
migration of GTC orders from the
regular hours trading session to the OffHours Trading Session. Paragraph (d) is
proposed to be deleted since it explains
that a migrated order (i.e., a GTX order)
or a closing price order may be
cancelled before execution. Paragraph
(e) (Disposition of Unexecuted Orders)
is proposed for deletion as it relates to
migration of unexecuted GTX orders
back to the Display Book if they are not
executed in the Off-Hours Trading
Facility, and to the fact that unexecuted
closing-price orders expire if
unexecuted in the Off-Hours trading
Facility. References to closing-price
orders and paragraphs (a)(ii) and (b) are
proposed for deletion in paragraph (g)
(Odd-Lots and Partial Round Lots).
c. Rule 903 (Off-Hours Transactions)
Paragraph (a) (Priority of Single-Sided
Orders) is proposed for deletion as it
relates solely to this order type, which
is being eliminated. In paragraphs (b)
(Priority of Coupled Orders) and (c)
(Binding Nature), references to closingprice, paragraph (a)(ii) of Rule 902 and
paragraph (a) of Rule 903 are proposed
for deletion as they will no longer be
valid references. References to singlesided and coupled closing-price orders
in (d) (Executions of Orders) are also
proposed for deletion.
d. Rule 904 (Priority of Off-Hours
Trading Orders)
The Exchange proposes to delete this
rule entirely. Rule 904 (Priority of OffHours Trading Orders) relates to the
priority of GTX among themselves as
existed when these orders were on the
Display Book, and the priority of
closing-price orders entered into the
Off-Hours Trading Facility.
e. Rule 905 (Off-Hours Trading Reports
and Recordkeeping)
A reference to closing price and
migrated orders is proposed for deletion
in paragraph (b) (Off-Hours Trading
Records) of this rule.
f. Rule 906 (Impact of Trading Halts on
Off-Hours Trading)
Paragraph (a) (Security Halts Prior to
Off-Hours Trading) is proposed to be
deleted in its entirety as it relates to
closing-price and migrated orders,
which are both being eliminated.
Paragraph (b) (Corporate Developments
during Off-Hours Trading Session) of
the rule establishes the Exchange’s
securities having a total market value of $1 million
or more. These orders are entered and executed in
Crossing Session II.
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11801
ability to halt trading in a security
during the time it is open for Off-Hours
Trading as a result of a corporate
development. The Exchange proposes to
delete subparagraphs (i), (ii) and (iii),
which relate to closing-price and
migrated GTC orders since they are
being eliminated. The provision in the
rule relating the permissibility of entry
or the exemption from cancellation for
closing price orders entered by
Designated Market Makers (‘‘DMMs’’) in
stocks that would otherwise be
cancelled or prohibited from entry as a
result of corporate developments to
offset all or part of a market-on-close
imbalance that existed in a stock prior
to the close of the Exchange’s regular
trading session is being retained.9 In
these instances, the DMM and the
member organization taking the other
side have already agreed to trade in the
stock at the closing price and this
agreement is not affected by the ensuing
corporate development. The Exchange is
therefore proposing to add the phrase
‘‘as a result of corporate developments
during the Off-Hours Trading Session’’
to paragraph (b) to complete the last
sentence of the paragraph.
2. Availability of MatchPoint for OffHours Trading
In the Exchange’s view these changes
will not significantly affect the
experience of customers who would
have previously submitted orders to
Crossing Session I for execution since
similar functionality exists in the
MatchPoint system. MatchPoint is an
NYSE electronic equity-trading facility
that matches aggregated orders at
predetermined fixed times with prices
that are derived from primary markets.
There are seven matching sessions at
fixed times throughout the trading day,
and, of particular relevance to this
filing, an after-hours matching session at
4:45 p.m.
Orders in MatchPoint are executed at
a single trading price (known as the
‘‘reference price’’) that, for the 4:45
match is equal to the NYSE official
closing price for NYSE-listed securities
and the official closing price of the
primary market for all non-NYSE-listed
securities.10 Customers who previously
executed single-sided and coupled
trades through Crossing Session I at the
NYSE’s official closing price can submit
single-sided and coupled orders for
execution through MatchPoint.
9 These types of orders are entered pursuant to
Rule 902(a)(ii)(B).
10 See, generally, NYSE Rule 1500 (NYSE
MatchPointSM) and Securities Exchange Act Release
No. 57058 (December 28, 2007), 73 FR 903 (January
4, 2008) approving adoption of that rule.
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Federal Register / Vol. 74, No. 52 / Thursday, March 19, 2009 / Notices
It should be noted that certain other
order types allowed under Rule 902 will
not be affected by the proposed changes,
although after the phase-out, the
Exchange will process these trades on a
different system instead of through
SuperDOT. In particular, Rule
902(a)(ii)(C) permits a coupled order to
be submitted in Crossing Session I to
address situations where a member or
member organization wishes to close
out an error at the closing price on the
Exchange, and the Designated Market
Maker has agreed to take the other side
of the error trade. NYSE Rule
902(a)(ii)(B) permits entry of coupled
orders when one side of such coupled
order is for the account of a specialist
member organization entered in those
instances in which the coupled order
reflects contra side interest to offset an
imbalance of market-on-close orders 11
that existed at the regular 4 p.m. close.
The Exchange is not deleting these
provisions from its rules, and member
organizations will continue to be able to
execute these trades in the same manner
that they do today.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,12 in general, and furthers the
objectives of Section 6(b)(5) of the Act,13
in particular, in that it is 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, and, in
general, to protect investors and the
public interest. The Exchange believes
the proposed rule change will facilitate
the timely and efficient execution of
securities on the Exchange by
eliminating the use of an under-utilized
order types and thus ultimately serve to
protect investors and the public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
sroberts on PROD1PC70 with NOTICES
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
11 A ‘‘market-on-close order is a market’’ order
which is to be executed in its entirety at the closing
price, on the Exchange, of the stock named in the
order, and if not so executed, is to be treated as
cancelled. See NYSE Rule 13.
12 15 U.S.C. 78f(b).
13 15 U.S.C. 78f(b)(5).
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change: (1) Does not significantly affect
the protection of investors or the public
interest; (2) does not impose any
significant burden on competition; and
(3) by its terms does not become
operative for 30 days after the date of
this filing, or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest, the proposed rule
change has become effective pursuant to
Section 19(b)(3)(A) 14 of the Act and
subparagraph (f)(6) of Rule 19b–4 15
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative for 30 days after the
date of filing. However, Rule 19b–
4(f)(6)(iii) permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. The
Exchange requests that the Commission
waive the 30-day operative delay so that
the Exchange can implement a number
of technology changes to its system
related to off-hours trading immediately.
The Exchange states that the proposed
rule change does not significantly affect
the protection of investors or the public
interest and does not impose any
significant burden on competition.
NYSE believes that the proposed rule
change is non-controversial in that it
serves to allow the Exchange to merely
eliminate duplicate functions with
respect to entry of off-hours orders.
The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest.16
Because customers who previously
relied on trading functions in Crossing
14 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
provide the Commission with written 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. The
Exchange has satisfied this requirement.
16 For purposes only of waiving the 30-day
operative delay, the Commission has also
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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Session I will be able to execute their
off-hours trades through the NYSE
MatchPoint® system, the elimination of
such functionality within the
Exchange’s system does not appear to
present any novel or significant
regulatory issues or impose any
significant burden on competition. For
these reasons, the Commission
designates the proposed rule change as
operative upon filing.
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
purposes of the Act.
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–NYSE–2009–28 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR-NYSE–2009–28. 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, 100 F Street, NE., Washington,
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DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of the filing also will be available
for inspection and copying at the
principal office of the Exchange. 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–NYSE–2009–28 and should
be submitted on or before April 9, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–5931 Filed 3–18–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59575; File No. SR–
NYSEALTR–2009–24]
Self-Regulatory Organizations; NYSE
Alternext U.S. LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending Certificate of
Formation, Amended and Restated
Operating Agreement, Rules, and
Company Guide To Change the Name
of the Exchange to NYSE Amex LLC
sroberts on PROD1PC70 with NOTICES
March 13, 2009.
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,
2009, NYSE Alternext U.S. LLC
(‘‘NYSEALTR’’ or the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by NYSEALTR. The
Exchange has designated this proposal
as one concerned solely with the
administration of the Exchange
pursuant to Section 19(b)(3)(A)(iii) of
the Act 3 and Rule 19b–4(f)(3)
thereunder,4 which renders the proposal
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(3).
1 15
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17:17 Mar 18, 2009
Jkt 217001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Certificate of Formation, Amended and
Restated Operating Agreement, Rules,
and Company Guide to change the name
of the Exchange to NYSE Amex LLC.
The text of the proposed rule change
is available at NYSE Alternext, the
Commission’s Public Reference Room,
and https://www.nyse.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
NYSEALTR 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.
NYSEALTR 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 purpose of this proposed rule
change is to change the name of the
Exchange to ‘‘NYSE Amex LLC.’’ At the
time of the acquisition of the American
Stock Exchange LLC (‘‘Amex’’) by NYSE
Euronext on October 1, 2008, the name
of the Exchange, as the successor entity
to Amex, was initially established as
‘‘NYSE Alternext U.S. LLC.’’ After
further analysis following the
acquisition, the Exchange has
determined that for branding purposes it
would be desirable to retain some
reference to the historic Amex exchange
in the name of the Exchange.
Specifically, the Certificate of
Formation of the Exchange shall be
amended to remove all references to
‘‘NYSE Alternext U.S. LLC’’ and replace
them with ‘‘NYSE Amex LLC.’’ The
Amended and Restated Operating
Agreement of NYSE Alternext U.S. LLC
shall again be amended and restated to
become the Amended and Restated
Operating Agreement of NYSE Amex
LLC, with the word ‘‘Company’’ to be
redefined to represent ‘‘NYSE Amex
LLC’’ and ARTICLE I, Section 1.01 to be
revised to state the name of the limited
liability company as ‘‘NYSE Amex
LLC.’’ In the Exchange’s Rules and its
Company Guide, all references to
‘‘Alternext’’ or ‘‘Alternext US’’ will be
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11803
replaced with the word ‘‘Amex.’’ None
of the foregoing changes are substantive.
Two minor non-substantive corrections
to the lettering format in one rule will
also be made.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with Section
6(b) 5 of the Securities Exchange Act of
1934 (the ‘‘Act’’), in general, and
furthers the objectives of Section
6(b)(5) 6 in particular in that it 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
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. More specifically,
changing the name of the Exchange to
include a reference to the historic Amex
exchange may help eliminate potential
confusion among investors and assist in
clarifying for them the role of the
Exchange in the marketplace and the
types of companies whose securities are
listed here.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change is concerned solely with the
administration of the Exchange, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 7 and
subparagraph (f)(3) of Rule 19b–4
thereunder.8 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
5 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
7 15 U.S.C. 78s(b)(3)(A).
8 17 CFR 240.19b–4(f)(3).
6 15
E:\FR\FM\19MRN1.SGM
19MRN1
Agencies
[Federal Register Volume 74, Number 52 (Thursday, March 19, 2009)]
[Notices]
[Pages 11800-11803]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-5931]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59570; File No. SR-NYSE-2009-28]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of a Proposed Rule Change
Amending NYSE Rules 13, 902, 903, 904, 905 and Rule 906 To Eliminate
Certain Order Types From the Off-Hours Trading Facility
March 12, 2009.
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 11, 2009, New York Stock Exchange LLC (``NYSE'' 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 prepared by the Exchange. NYSE filed
the proposed rule change pursuant to Section 19(b)(3)(A) of the Act \3\
and Rule 19b-4(f)(6) thereunder,\4\ which renders the proposal
effective upon filing with the Commission. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend NYSE Rules 13 (Definitions of
Orders), 902 (Off-Hours Trading Orders), 903 (Off-Hours Transactions),
904 (Priority of Off-Hours Trading Orders), 905 (Off-Hours Trading
Reports and Recordkeeping) and Rule 906 (Impact of Trading Halts on
Off-Hours Trading) to eliminate certain order types from the off-hours
trading facility. The text of the proposed rule change is available at
the Exchange, the Commission's Public Reference Room, and https://
www.nyse.com.
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 those 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 parts of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
Through this filing, the Exchange seeks to amend NYSE Rules 902,
903, 904 and 906 to remove certain off-hours trading functions from the
Exchange's Crossing Session I. The Exchange is making this change in
connection with certain technology upgrades it expects to begin rolling
out on or about March 16, 2009.
As explained more fully below, customers who previously relied on
the trading functions in Crossing Session I that are being eliminated
will be able to execute their off-hours trades through the NYSE
MatchPoint[supreg] system. The Exchange will continue to accommodate
certain types of off-hours trading (error offset trades and trades
between a member and the DMM for the purpose of offsetting a market-on-
close imbalance) in Crossing Session I.
I. Background
The Exchange initiated its Off-Hours Trading Facility in June
1991.\5\ In connection with its implementation, the Exchange adopted
the ``900'' series of rules to govern trading, order eligibility, order
entry and recordkeeping requirements.
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\5\ See Securities Exchange Act Release No. 29237 (May 31,
1991), 56 FR 24853 (June 3, 1991) approving File Nos. SR-NYSE-90-52
and 90-53 which established the NYSE Off-Hours Trading Facility on a
pilot basis. See also, Securities Exchange Act Release No. 33992
(May 2, 1994), 59 FR 23907 (May 9, 1994) approving the NYSE Off-
Hours Trading Facility on a permanent basis.
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In one application of the Off-Hours Trading Facility, members and
member organizations may enter orders to be executed at the NYSE
closing price, that is, the price established by the last regular way
sale in a security at the official closing of the 9:30 a.m. to 4 p.m.
trading session (``Crossing Session I''). Orders may be entered for any
Exchange-listed issue, other than a security that is subject to a
trading halt at the close of the regular trading session \6\ or is
halted after 4 p.m. Crossing Session I normally runs from 4:15 p.m. to
5 p.m. on each trading day.
---------------------------------------------------------------------------
\6\ This includes any market-wide trading halt instituted under
Exchange Rule 80B (Trading Halts Due to Extraordinary Market
Volatility).
---------------------------------------------------------------------------
Under Rule 902(a)(i) and (ii)(A) respectively, members may enter
single-sided orders (i.e., either an order to buy or an order to sell)
and coupled orders (i.e., both a buy and a sell order) into Crossing
Session I. In addition, pursuant to Rule 902(b), the Exchange will
migrate into Crossing Session I for possible execution any good-til-
cancelled (``GTC'') orders that have been designated as eligible for
execution in the Off-Hours Trading Facility.\7\ These types of orders
entered into Crossing Session I are usually executed at the end of the
Session, i.e., at 5 p.m.
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\7\ See NYSE Rule 13 (Definitions of Orders). GTC orders that
have been designated as ``Off-Hours Eligible'' under this rule are
referred to as ``GTX orders.''
---------------------------------------------------------------------------
Rules 903 and 904 describe, in pertinent part, how orders that are
entered into the off-hours trading facility establish priority, and the
execution protocols for such orders. Specifically, Rule 903 provides
that single-sided and migrated GTX orders are to be executed against
opposite side single-sided and GTX orders in the Off-Hours trading
Facility, while coupled orders are to be executed against the other
side of the coupled order. Rule 904 provides that GTX orders retain the
priority among themselves that existed when they were entered into
Display Book[supreg], while the priority of coupled orders will be
determined based upon their sequence of entry into the Off-Hours
Trading facility.
Rule 905 requires that certain records be maintained by members and
member organizations with respect to off-hours trading.
Rule 906 outlines procedures under which Off-Hours Trading Facility
orders in an NYSE-listed security may go unexecuted if such security
was subject to a trading halt.
II. Proposed Changes to Off-Hours Order Processing and Rule Amendments
The Exchange is preparing to institute a number of technology
changes to its systems that will foster more efficient and cost
effective processing of orders it receives. As part of these changes,
the Exchange is phasing out the SuperDOT[supreg] system and will
replace it with a system referred to as Super Display Book (``SDBK'').
Because the Off-Hours Trading Facility relies on the SuperDOT
system for certain trade processing functions, the Exchange plans to
eliminate the ability for single-sided, coupled orders and GTX to be
entered or migrated into the off-hours trading facility known as
[[Page 11801]]
Crossing Session I, and to instead direct customers to use the NYSE's
MatchPoint system to effect those types of trades. Accordingly, the
Exchange is proposing to amend Rules 902, 903, 905 and 906 and to
rescind Rule 904 in its entirety to remove the provisions that relate
to closing price single-sided, coupled and GTX orders. The Exchange
also proposes to amend Rule 13 to remove provisions relating to GTX
orders as these will no longer be supported by Exchange systems.
1. Proposed Amendments
a. Rule 13 (Definitions of Orders)
When the Exchange created its Off-Hours Trading Facility, it
decided to provide a means for good-til-cancelled (GTC) orders to
become automatically eligible for execution in this facility if the
person or entity who had entered the GTC order so desired. This would
then provide a possible source of liquidity to the Off-Hours Trading
Facility, and could increase a GTC order's chance of being executed
since it could access additional liquidity that was entered into the
Off-Hours Trading Facility that was not available during the Exchange's
regular trading session. At the same time, the Exchange provided that
the GTC orders designated to migrate to the Off-Hours Trading Facility
would return to the Display Book, and retain their original priority on
Display Book, if not executed in the Off-Hours Trading Facility. This
would provide a further incentive to migrate GTC orders since they
would not lose their standing on the Display Book as a result of the
migration.
The language indicating that a good-til-cancelled order may be
designated as ``Off-Hours eligible'' and executed through the ``Off-
Hours Trading Facility'' is proposed for deletion as this order type is
being eliminated. The Exchange also proposes to add language to the
definition of the good-til-cancelled order type to indicate that these
orders are not eligible for execution in any Off-Hours Trading Facility
of the Exchange.
b. Rule 902 (Off-Hours Trading Orders)
The Exchange proposes to delete paragraph (a)(i) (Closing-Price
Orders) and paragraph (a)(ii)(A) (Closing-Price Coupled Orders) in
their entirety to eliminate these as order types eligible for entry and
execution in the Off-Hours Trading Facility.\8\ Paragraph (b)
(Migration of Orders) is also proposed to be deleted to reflect the
elimination of GTX, as that paragraph explains the migration of GTC
orders from the regular hours trading session to the Off-Hours Trading
Session. Paragraph (d) is proposed to be deleted since it explains that
a migrated order (i.e., a GTX order) or a closing price order may be
cancelled before execution. Paragraph (e) (Disposition of Unexecuted
Orders) is proposed for deletion as it relates to migration of
unexecuted GTX orders back to the Display Book if they are not executed
in the Off-Hours Trading Facility, and to the fact that unexecuted
closing-price orders expire if unexecuted in the Off-Hours trading
Facility. References to closing-price orders and paragraphs (a)(ii) and
(b) are proposed for deletion in paragraph (g) (Odd-Lots and Partial
Round Lots).
---------------------------------------------------------------------------
\8\ The Exchange is retaining the Aggregate-Price Coupled Order
type, as defined in Rule 900 (Off-Hours Trading: Applicability and
Definitions), paragraph (e)(i). This order type is specified for
coupled buy and sell orders representing 15 or more securities
having a total market value of $1 million or more. These orders are
entered and executed in Crossing Session II.
---------------------------------------------------------------------------
c. Rule 903 (Off-Hours Transactions)
Paragraph (a) (Priority of Single-Sided Orders) is proposed for
deletion as it relates solely to this order type, which is being
eliminated. In paragraphs (b) (Priority of Coupled Orders) and (c)
(Binding Nature), references to closing-price, paragraph (a)(ii) of
Rule 902 and paragraph (a) of Rule 903 are proposed for deletion as
they will no longer be valid references. References to single-sided and
coupled closing-price orders in (d) (Executions of Orders) are also
proposed for deletion.
d. Rule 904 (Priority of Off-Hours Trading Orders)
The Exchange proposes to delete this rule entirely. Rule 904
(Priority of Off-Hours Trading Orders) relates to the priority of GTX
among themselves as existed when these orders were on the Display Book,
and the priority of closing-price orders entered into the Off-Hours
Trading Facility.
e. Rule 905 (Off-Hours Trading Reports and Recordkeeping)
A reference to closing price and migrated orders is proposed for
deletion in paragraph (b) (Off-Hours Trading Records) of this rule.
f. Rule 906 (Impact of Trading Halts on Off-Hours Trading)
Paragraph (a) (Security Halts Prior to Off-Hours Trading) is
proposed to be deleted in its entirety as it relates to closing-price
and migrated orders, which are both being eliminated. Paragraph (b)
(Corporate Developments during Off-Hours Trading Session) of the rule
establishes the Exchange's ability to halt trading in a security during
the time it is open for Off-Hours Trading as a result of a corporate
development. The Exchange proposes to delete subparagraphs (i), (ii)
and (iii), which relate to closing-price and migrated GTC orders since
they are being eliminated. The provision in the rule relating the
permissibility of entry or the exemption from cancellation for closing
price orders entered by Designated Market Makers (``DMMs'') in stocks
that would otherwise be cancelled or prohibited from entry as a result
of corporate developments to offset all or part of a market-on-close
imbalance that existed in a stock prior to the close of the Exchange's
regular trading session is being retained.\9\ In these instances, the
DMM and the member organization taking the other side have already
agreed to trade in the stock at the closing price and this agreement is
not affected by the ensuing corporate development. The Exchange is
therefore proposing to add the phrase ``as a result of corporate
developments during the Off-Hours Trading Session'' to paragraph (b) to
complete the last sentence of the paragraph.
---------------------------------------------------------------------------
\9\ These types of orders are entered pursuant to Rule
902(a)(ii)(B).
---------------------------------------------------------------------------
2. Availability of MatchPoint for Off-Hours Trading
In the Exchange's view these changes will not significantly affect
the experience of customers who would have previously submitted orders
to Crossing Session I for execution since similar functionality exists
in the MatchPoint system. MatchPoint is an NYSE electronic equity-
trading facility that matches aggregated orders at predetermined fixed
times with prices that are derived from primary markets. There are
seven matching sessions at fixed times throughout the trading day, and,
of particular relevance to this filing, an after-hours matching session
at 4:45 p.m.
Orders in MatchPoint are executed at a single trading price (known
as the ``reference price'') that, for the 4:45 match is equal to the
NYSE official closing price for NYSE-listed securities and the official
closing price of the primary market for all non-NYSE-listed
securities.\10\ Customers who previously executed single-sided and
coupled trades through Crossing Session I at the NYSE's official
closing price can submit single-sided and coupled orders for execution
through MatchPoint.
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\10\ See, generally, NYSE Rule 1500 (NYSE MatchPoint\SM\) and
Securities Exchange Act Release No. 57058 (December 28, 2007), 73 FR
903 (January 4, 2008) approving adoption of that rule.
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[[Page 11802]]
It should be noted that certain other order types allowed under
Rule 902 will not be affected by the proposed changes, although after
the phase-out, the Exchange will process these trades on a different
system instead of through SuperDOT. In particular, Rule 902(a)(ii)(C)
permits a coupled order to be submitted in Crossing Session I to
address situations where a member or member organization wishes to
close out an error at the closing price on the Exchange, and the
Designated Market Maker has agreed to take the other side of the error
trade. NYSE Rule 902(a)(ii)(B) permits entry of coupled orders when one
side of such coupled order is for the account of a specialist member
organization entered in those instances in which the coupled order
reflects contra side interest to offset an imbalance of market-on-close
orders \11\ that existed at the regular 4 p.m. close. The Exchange is
not deleting these provisions from its rules, and member organizations
will continue to be able to execute these trades in the same manner
that they do today.
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\11\ A ``market-on-close order is a market'' order which is to
be executed in its entirety at the closing price, on the Exchange,
of the stock named in the order, and if not so executed, is to be
treated as cancelled. See NYSE Rule 13.
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\12\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\13\ in particular, in that it is 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,
and, in general, to protect investors and the public interest. The
Exchange believes the proposed rule change will facilitate the timely
and efficient execution of securities on the Exchange by eliminating
the use of an under-utilized order types and thus ultimately serve to
protect investors and the public interest.
---------------------------------------------------------------------------
\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose 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
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change: (1) Does not
significantly affect the protection of investors or the public
interest; (2) does not impose any significant burden on competition;
and (3) by its terms does not become operative for 30 days after the
date of this filing, or such shorter time as the Commission may
designate if consistent with the protection of investors and the public
interest, the proposed rule change has become effective pursuant to
Section 19(b)(3)(A) \14\ of the Act and subparagraph (f)(6) of Rule
19b-4 \15\ thereunder.
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires a self-regulatory organization to provide the Commission
with written 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. The Exchange has satisfied this requirement.
---------------------------------------------------------------------------
A proposed rule change filed under Rule 19b-4(f)(6) normally does
not become operative for 30 days after the date of filing. However,
Rule 19b-4(f)(6)(iii) permits the Commission to designate a shorter
time if such action is consistent with the protection of investors and
the public interest. The Exchange requests that the Commission waive
the 30-day operative delay so that the Exchange can implement a number
of technology changes to its system related to off-hours trading
immediately. The Exchange states that the proposed rule change does not
significantly affect the protection of investors or the public interest
and does not impose any significant burden on competition. NYSE
believes that the proposed rule change is non-controversial in that it
serves to allow the Exchange to merely eliminate duplicate functions
with respect to entry of off-hours orders.
The Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public
interest.\16\ Because customers who previously relied on trading
functions in Crossing Session I will be able to execute their off-hours
trades through the NYSE MatchPoint[supreg] system, the elimination of
such functionality within the Exchange's system does not appear to
present any novel or significant regulatory issues or impose any
significant burden on competition. For these reasons, the Commission
designates the proposed rule change as operative upon filing.
---------------------------------------------------------------------------
\16\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
---------------------------------------------------------------------------
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 purposes of the Act.
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-NYSE-2009-28 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSE-2009-28. 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, 100 F Street, NE.,
Washington,
[[Page 11803]]
DC 20549, on official business days between the hours of 10 a.m. and 3
p.m. Copies of the filing also will be available for inspection and
copying at the principal office of the Exchange. 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-NYSE-2009-28 and
should be submitted on or before April 9, 2009.
For the Commission, by the Division of Trading and Markets,
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. E9-5931 Filed 3-18-09; 8:45 am]
BILLING CODE 8011-01-P