Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing of Proposed Rule Change To Amend the Certificate of Incorporation and By-Laws of The NASDAQ OMX Group, Inc., 22191-22194 [E9-10994]
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Federal Register / Vol. 74, No. 90 / Tuesday, May 12, 2009 / Notices
eliminate the $.12 per contract side
options transaction charge for customer
executions in options on NDX, MNX,
RUT and RMN to remain competitive
with other exchanges and attract
additional order flow to the Exchange.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the
Securities Exchange Act of 1934
(‘‘Act’’),8 in general, and furthers the
objectives of Section 6(b)(4) 9 of the Act
in particular, in that it is designed to
provide for the equitable allocation of
reasonable dues, fees, and other charges
among Exchange members and other
persons using its facilities. By
eliminating the $.12 per contract side
options transaction charge, the
Exchange believes that members will
benefit by not having an options
transaction charge for customer
executions in options on RUT, RMN,
NDX and MNX and the Exchange will
benefit by attracting order flow.
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 either
solicited or received.
rwilkins on PROD1PC63 with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing rule change
establishes or changes a due, fee, or
other charge imposed by the Exchange,
it has become effective pursuant to
Section 19(b)(3)(A) of the Act 10 and
subparagraph (f)(2) of Rule 19b–4 11
thereunder. 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,
8 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
10 15 U.S.C. 78s(b)(3)(A).
11 17 CFR 240.19b–4(f)(2).
17:14 May 11, 2009
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–Phlx–2009–41 on the
subject line.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59858; File No. SR–
NASDAQ–2009–039]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing of Proposed Rule Change To
Amend the Certificate of Incorporation
and By-Laws of The NASDAQ OMX
Group, Inc.
May 4, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
• Send paper comments in triplicate
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
to Elizabeth M. Murphy, Secretary,
notice is hereby given that on April 27,
Securities and Exchange Commission,
2009, The NASDAQ Stock Market LLC
100 F Street, NE., Washington, DC
(the ‘‘NASDAQ Exchange’’) filed with
20549–1090.
the Securities and Exchange
Commission (‘‘Commission’’) the
All submissions should refer to File
proposed rule change as described in
Number SR–Phlx–2009–41. This file
Items I, II, and III below, which Items
number should be included on the
subject line if e-mail is used. To help the have been prepared by the NASDAQ
Exchange. The Commission is
Commission process and review your
publishing this notice to solicit
comments more efficiently, please use
only one method. The Commission will comments on the proposed rule change
post all comments on the Commission’s from interested persons.
Internet Web site (https://www.sec.gov/
I. Self-Regulatory Organization’s
rules/sro.shtml ). Copies of the
Statement of the Terms of Substance of
submission, all subsequent
the Proposed Rule Change
amendments, all written statements
The NASDAQ Exchange is filing this
with respect to the proposed rule
proposed rule change with regard to
change that are filed with the
proposed changes to the Restated
Commission, and all written
Certificate of Incorporation (the
communications relating to the
‘‘Certificate’’) and the By-Laws of its
proposed rule change between the
Commission and any person, other than parent corporation, The NASDAQ OMX
Group, Inc. (‘‘NASDAQ OMX’’). The
those that may be withheld from the
proposed rule change will be
public in accordance with the
implemented as soon as practicable
provisions of 5 U.S.C. 552, will be
following approval by the Commission.
available for inspection and copying in
The text of the proposed rule change is
the Commission’s Public Reference
available at https://
Room, 100 F Street, NE., Washington,
www.cchwallstreet.com/nasdaq, at the
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m. NASDAQ Exchange’s principal office,
Copies of the filing also will be available and at the Commission’s Public
Reference Room.
for inspection and copying at the
principal office of Phlx. All comments
II. Self-Regulatory Organization’s
received will be posted without change; Statement of the Purpose of, and
the Commission does not edit personal
Statutory Basis for, the Proposed Rule
identifying information from
Change
submissions. You should submit only
In its filing with the Commission, the
information that you wish to make
NASDAQ Exchange included statements
available publicly.
concerning the purpose of and basis for
All submissions should refer to File
the proposed rule change and discussed
Number SR–Phlx–2009–41 and should
any comments it received on the
be submitted on or before June 2, 2009.
proposed rule change. The text of these
For the Commission, by the Division of
statements may be examined at the
Trading and Markets, pursuant to delegated
places specified in Item IV below. The
12
authority.
NASDAQ Exchange has prepared
Florence E. Harmon,
summaries, set forth in Sections A, B,
Deputy Secretary.
and C below, of the most significant
[FR Doc. E9–10993 Filed 5–11–09; 8:45 am]
aspects of such statements.
Paper Comments
BILLING CODE P
9 15
VerDate Nov<24>2008
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
1 15
12 17
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22191
PO 00000
CFR 200.30–3(a)(12).
Frm 00040
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2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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Federal Register / Vol. 74, No. 90 / Tuesday, May 12, 2009 / Notices
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NASDAQ OMX is proposing to make
certain amendments to its By-Laws to
make improvements in its governance
and update several provisions.
The proposed changes to the By-Laws
are as follows:
• Article I is being amended to reflect
the recent name changes of the
Philadelphia Stock Exchange and the
Boston Stock Exchange to NASDAQ
OMX PHLX, Inc. and NASDAQ OMX
BX, Inc., respectively.
• Article III is being amended to
modify the procedures governing
proposals by stockholders, including
proposals by stockholders to nominate
directors. Specifically, the amendment
will require a stockholder making a
proposal to supply more complete
information about the stockholder’s
background, including a description of
any agreement, arrangement, or
understanding between the stockholder,
the beneficial owner of the stock, and
any other persons acting in concert with
them; a description of any agreement,
arrangement or understanding
(including any derivative or short
positions, profit interests, options,
warrants, convertible securities, stock
appreciation or similar rights, hedging
transactions, and borrowed or loaned
shares), the effect or intent of which is
to mitigate loss to, manage risk or
benefit of share price changes for, or
increase or decrease the voting power
of, such stockholder or such beneficial
owner, with respect to shares of stock of
NASDAQ OMX; and any other
information regarding the stockholder
and beneficial owner that would be
required to be disclosed in a proxy
statement under Section 14(a) of the
Act. These changes are designed to
provide the NASDAQ OMX Board of
Directors and its stockholders with
greater insight into the identity and
intentions of persons presenting
stockholder proposals to allow more
thorough consideration of the merits of
such proposals. These requirements are
deemed satisfied, however, in the case
of a proposal that is validly submitted
under the rules and regulations
promulgated under the Act (i.e., SEC
Rule 14a–8) and included in NASDAQ
OMX’s proxy. However, compliance
with the By-Laws or with SEC Rule 14a–
8 provides the exclusive means for
stockholders to make proposals. The
amendments also provide that a
representative of a stockholder qualified
to appear at an annual meeting must be
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17:14 May 11, 2009
Jkt 217001
an officer, manager or partner of the
stockholder or must have written
authorization from the stockholder. The
amendments also make several minor
clarifying changes to the text of Article
III.
• Article IV is being amended to state
explicitly that the Management
Compensation Committee and the Audit
Committee must be composed
exclusively of independent directors
within the meaning of the rules of the
NASDAQ Stock Market that govern
NASDAQ OMX’s listing (and, in the
case of the Audit Committee, Section
10A of the Act).3 Although NASDAQ
OMX adheres scrupulously to the
independence requirements imposed by
the NASDAQ Stock Market and the Act,
it believes that these requirements
should be explicitly stated in the ByLaws as well. NASDAQ OMX is also
removing language making its Chief
Executive Officer an ex-officio, nonvoting member of the Management
Compensation Committee. In this
regard, listing standards of the NASDAQ
Stock Market require management
compensation determinations regarding
executive officers to be made by vote of
the Board’s independent directors, or by
vote of or upon the recommendation of
a committee composed solely of
independent directors.4 NASDAQ OMX
has satisfied this requirement by
submitting compensation decisions to
the vote of all of NASDAQ OMX’s
independent directors, but removing the
Chief Executive Officer as an ex-officio
director will provide it with flexibility
to act upon the vote or upon the
recommendation of the committee.
• Currently, NASDAQ OMX’s
Nominating Committee is required to be
composed of persons who are not
directors or who are directors not
standing for re-election. This
compositional requirement, which
NASDAQ OMX’s predecessor, The
Nasdaq Stock Market, Inc., originally
adopted while it was a wholly owned
subsidiary of the National Association
of Securities Dealers (‘‘NASD’’), is
highly unusual for a public company
such as NASDAQ OMX. In light of
NASDAQ OMX’s continued evolution
into a public company with global
operations, NASDAQ OMX believes that
it is appropriate to adopt a standard
nominating committee structure in
3 15 U.S.C. 78j–1(m). Notably, ‘‘Staff Directors,’’
who are officers of NASDAQ OMX serving on the
NASDAQ OMX Board, are not considered
independent under these provisions, and are
therefore ineligible for service on the Audit
Committee or Management Compensation
Committee, or, as discussed below, the newly
constituted Nominating Committee.
4 NASDAQ Exchange Rule 4350(c)(3).
PO 00000
Frm 00041
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which the committee is composed
exclusively of independent directors.
Under the amended by-law, the
nominating committee shall consist of
four or five directors, each of whom
shall be an independent director within
the meaning [sic] the rules of the
NASDAQ Exchange. In addition, the
number of Non-Industry Directors (i.e.,
Directors without material ties to the
securities industry) must equal or
exceed the number of Industry
Directors, and at least two members of
the committee must be Public Directors
(i.e., directors who have no material
business relationship with a broker or
dealer, NASDAQ OMX or its affiliates,
or FINRA).
• Article VIII is being amended to
provide that NASDAQ OMX shall
provide indemnification against
liability, advancement of expenses, and
the power to purchase and maintain
insurance on behalf of persons serving
as a director, officer, or employee of any
wholly owned subsidiary of NASDAQ
OMX to the same extent as
indemnification, advancement of
expenses, and the power to maintain
insurance is provided for directors,
officers, or employees of NASDAQ
OMX. Thus, for example, a director of
one of NASDAQ OMX’s US or Nordic
exchanges would be entitled to
indemnification (and advancement of
expenses) by NASDAQ OMX if made a
party to a lawsuit to the same extent as
a director of NASDAQ OMX. Similarly,
the discretionary authority of NASDAQ
OMX under Section 8.1(c) of the ByLaws to provide indemnification to
persons serving as an agent of NASDAQ
OMX is being extended to persons
serving as an agent of any wholly owned
subsidiary of NASDAQ OMX. Article
VIII is also amended to clarify that any
repeal, modification or amendment of,
or adoption of any provision
inconsistent with, the indemnification
and advancement of expenses provided
for in Article VIII will not adversely
affect the right of any person covered by
the provision if the act or omission that
any proceeding arises out of or is related
to had occurred prior to the time for the
repeal, amendment, adoption or
modification.
• Article IX is being amended to
modernize the language of the
provisions dealing with capital stock to
reflect possible participation in the
Direct Registration System (the ‘‘DRS’’).
The DRS provides for the electronic
registration of eligible securities in an
investor’s name on the books of the
transfer agent or corporation,
eliminating the need for physical stock
certificates or shares held in book-entry
form by the beneficial owner’s broker.
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Federal Register / Vol. 74, No. 90 / Tuesday, May 12, 2009 / Notices
Although under the Delaware General
Corporation Law, NASDAQ OMX can
authorize participation in the program
through a resolution, the various
amendments to Article IX track more
closely the language of Section 158 of
the Delaware General Corporation Law,
as recently revised, to explicitly
reference the possibility of capital stock
in uncertificated form. The
amendments, however, do not require
NASDAQ OMX to participate in the
DRS or to eliminate stock certificates.
Article XII is being amended to
conform certain of its provisions more
closely to corresponding provisions in
the Amended and Restated By-Laws of
NYSE Euronext (the ‘‘NYSE Euronext
By-Laws’’). Article XII contains
provisions that govern the relationship
between NASDAQ OMX and each of its
subsidiaries that is a self-regulatory
organization. First, the article requires
NASDAQ OMX’s ‘‘[d]irectors, officers,
employees, and agents’’ (emphasis
added) to give due regard to the
preservation of the independence of
each self-regulatory subsidiary, not to
take any actions that would interfere
with each self-regulatory subsidiary’s
regulatory functions, to cooperate with
the Commission, to consent to U.S.
jurisdiction, and to consent in writing to
the applicability of these provisions.
Corresponding provisions of Articles
VII, VIII, and IX of the NYSE Euronext
By-Laws, however, do not include the
ambiguous and potentially expansive
word ‘‘agent.’’ NASDAQ OMX is
concerned that a broad construction of
the term—to include not only parties
with which it establishes an explicit
contractual agency relationship, but also
other service providers such as law
firms and financial advisors that may
act on NASDAQ OMX’s behalf on
certain occasions—may deter some
parties from providing services to
NASDAQ OMX. However, in lieu of the
requirement to obtain specific consents
from agents, NASDAQ OMX proposes to
adopt a provision from the NYSE
Euronext By-Laws providing that
NASDAQ OMX shall comply with the
U.S. Federal securities laws and the
rules and regulations thereunder and
shall cooperate with the SEC and the
Self-Regulatory Subsidiaries pursuant to
and to the extent of their respective
regulatory authority, and shall take
reasonable steps necessary to cause its
agents to cooperate, with the SEC and,
where applicable, the Self-Regulatory
Subsidiaries pursuant to their regulatory
authority. Second, Article XII provides
that NASDAQ OMX and its officers,
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17:14 May 11, 2009
Jkt 217001
directors and employees 5 agree to
maintain an agent for service of process
in the U.S. By contrast, Article VII of the
NYSE Euronext By-Laws includes a
statement that officers, directors and
employees shall be deemed to agree that
the Corporation may serve as the U.S.
agent for service of process.
Accordingly, NASDAQ OMX proposes
to adopt this more self-executing
version. Finally, while the NASDAQ
OMX By-Laws provide that NASDAQ
OMX shall take such action as is
necessary to insure that officers,
directors and employees consent in
writing to the applicability of these
provisions, Article IX of the NYSE
Euronext By-Laws requires only that
NYSE Euronext take reasonable steps
necessary to cause officers, directors,
and employees to consent. Although
NASDAQ OMX has begun the process of
collecting written consents from current
officers, directors, and employees, it
believes that the current language may
be unreasonably demanding as applied
to a multinational exchange operator
with over 2,000 employees in over 20
countries. Accordingly, NASDAQ OMX
proposes to adopt a version of NYSE
Euronext’s language, which will require
reasonable steps to obtain consent from
both current officers, directors, and
employees, as well as prospective
officers, directors, and employees prior
to their acceptance of a position.
2. Statutory Basis
The NASDAQ Exchange believes that
the proposed rule change is consistent
with the provisions of Section 6 of the
Act,6 in general, and with Sections
6(b)(1) and (b)(5) of the Act,7 in
particular, in that the proposal enables
the NASDAQ Exchange to be so
organized as to have the capacity to be
able to carry out the purposes of the Act
and to comply with and enforce
compliance by members and persons
associated with members with
provisions of the Act, the rules and
regulations thereunder, and selfregulatory organization rules, and is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
5 The existing reference to ‘‘agents’’ in the
sentence is proposed to be deleted.
6 15 U.S.C. 78f.
7 15 U.S.C. 78f(b)(1), (5).
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22193
general, to protect investors and the
public interest. The proposed changes
will enhance the clarity of NASDAQ
OMX’s governance documents and
improve its Board committee structures.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The NASDAQ Exchange 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, as amended.
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
Within 35 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
A. by order approve such proposed
rule change, or
B. institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change, as amended, is consistent with
the Act. Comments may be submitted by
any of the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2009–039 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–NASDAQ–2009–039. This
file number should be included on the
subject line if e-mail is used.
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Federal Register / Vol. 74, No. 90 / Tuesday, May 12, 2009 / Notices
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 on official business days between
the hours of 10 a.m. and 3 p.m. Copies
of such filing also will be available for
inspection and copying at the principal
offices 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–NASDAQ–2009–039, and
should be submitted on or before June
2, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–10994 Filed 5–11–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59864; File No. SR–NYSE–
2009–44]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change by New York
Stock Exchange LLC Extending a
Temporary Equity Transaction Fee for
Shares Executed on the NYSE
MatchPointSM System, Effective May 1,
2009 Until June 30, 2009
rwilkins on PROD1PC63 with NOTICES
May 5, 2009.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on April 29,
2009, New York Stock Exchange LLC
(‘‘NYSE’’ or the ‘‘Exchange’’) filed with
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
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 the selfregulatory organization. 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 extend a
temporary equity transaction fee for
shares executed on the NYSE
MatchPointSM (‘‘NYSE MatchPoint’’ or
‘‘MatchPoint’’) system, effective May 1,
2009 until June 30, 2009. The Exchange
will charge each member organization
using the MatchPoint system a per share
fee scaled to the average daily volume
of shares it executes on the MatchPoint
system. 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
self-regulatory organization 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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
On January 7, 2009, the Exchange
filed with the Securities and Exchange
Commission (the ‘‘Commission’’) a
proposed rule change to adopt a
temporary equity transaction fee for
shares executed on the NYSE
MatchPointSM system, effective until
February 28, 2009 (the ‘‘January
filing’’).4 On February 26, 2009, the
Exchange filed with the Commission a
proposed rule change to extend this
temporary equity transaction fee until
8 17
1 15
VerDate Nov<24>2008
17:14 May 11, 2009
4 See
Securities Exchange Act Release No. 59229
(January 12, 2009) 74 FR 3119 (January 16, 2009),
approving [sic] SR–NYSE–2009–01.
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April 30, 2009 (the ‘‘March filing’’).5
Through this filing, the Exchange
proposes to extend this equity
transaction fee to be effective May 1,
2009 until June 30, 2009.
Prior to the January filing, the equity
transaction fee was $.0015 per share
executed on the MatchPoint system. In
the January filing, the Exchange
proposed to adopt a scaled fee for
MatchPoint users based on the average
daily volume of shares executed during
a calendar month through the
MatchPoint system as follows:
Average daily volume
of shares executed
50,000 shares or less .............
Over 50,000 to 499,999 .........
500,000 and greater ...............
Rate
(per share)
$.0015
$.0010
$.0005
The March filing proposed to
continue this fee schedule.
The Exchange believes that the
extension of the fee schedule until June
30, 2009 will continue to reward those
who have been using the MatchPoint
system for share execution, and will
provide a continued incentive for new
participants in MatchPoint.
It is intended that the MatchPoint fee
will revert to the equity transaction fee
of $.0015 per share beginning July 1,
2009.
2. Statutory Basis
The basis under the Securities
Exchange Act of 1934 (the ‘‘Act’’) 6 for
the proposed rule change is the
requirement under Section 6(b)(4) that
an exchange have rules that provide for
the equitable allocation of reasonable
dues, fees and other charges among its
members and other persons using its
facilities. The Exchange believes the
fees are reasonable in that they carry
forward a reduction in fees that the
January filing established and that the
March filing extended, and are equitable
in that they are available to all members
who access the MatchPoint system.
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.
5 See Securities Exchange Act Release No. 59491
(March 3, 2009) 74 FR 10107 (March 9, 2009) (SR–
NYSE–2009–20).
6 15 U.S.C. 78a.
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Agencies
[Federal Register Volume 74, Number 90 (Tuesday, May 12, 2009)]
[Notices]
[Pages 22191-22194]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-10994]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59858; File No. SR-NASDAQ-2009-039]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing of Proposed Rule Change To Amend the Certificate of
Incorporation and By-Laws of The NASDAQ OMX Group, Inc.
May 4, 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 April 27, 2009, The NASDAQ Stock Market LLC (the ``NASDAQ
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 the NASDAQ Exchange.
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.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The NASDAQ Exchange is filing this proposed rule change with regard
to proposed changes to the Restated Certificate of Incorporation (the
``Certificate'') and the By-Laws of its parent corporation, The NASDAQ
OMX Group, Inc. (``NASDAQ OMX''). The proposed rule change will be
implemented as soon as practicable following approval by the
Commission. The text of the proposed rule change is available at https://www.cchwallstreet.com/nasdaq, at the NASDAQ Exchange's principal
office, and at the Commission's Public Reference Room.
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 NASDAQ 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 places
specified in Item IV below. The NASDAQ Exchange has prepared summaries,
set forth in Sections A, B, and C below, of the most significant
aspects of such statements.
[[Page 22192]]
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
NASDAQ OMX is proposing to make certain amendments to its By-Laws
to make improvements in its governance and update several provisions.
The proposed changes to the By-Laws are as follows:
Article I is being amended to reflect the recent name
changes of the Philadelphia Stock Exchange and the Boston Stock
Exchange to NASDAQ OMX PHLX, Inc. and NASDAQ OMX BX, Inc.,
respectively.
Article III is being amended to modify the procedures
governing proposals by stockholders, including proposals by
stockholders to nominate directors. Specifically, the amendment will
require a stockholder making a proposal to supply more complete
information about the stockholder's background, including a description
of any agreement, arrangement, or understanding between the
stockholder, the beneficial owner of the stock, and any other persons
acting in concert with them; a description of any agreement,
arrangement or understanding (including any derivative or short
positions, profit interests, options, warrants, convertible securities,
stock appreciation or similar rights, hedging transactions, and
borrowed or loaned shares), the effect or intent of which is to
mitigate loss to, manage risk or benefit of share price changes for, or
increase or decrease the voting power of, such stockholder or such
beneficial owner, with respect to shares of stock of NASDAQ OMX; and
any other information regarding the stockholder and beneficial owner
that would be required to be disclosed in a proxy statement under
Section 14(a) of the Act. These changes are designed to provide the
NASDAQ OMX Board of Directors and its stockholders with greater insight
into the identity and intentions of persons presenting stockholder
proposals to allow more thorough consideration of the merits of such
proposals. These requirements are deemed satisfied, however, in the
case of a proposal that is validly submitted under the rules and
regulations promulgated under the Act (i.e., SEC Rule 14a-8) and
included in NASDAQ OMX's proxy. However, compliance with the By-Laws or
with SEC Rule 14a-8 provides the exclusive means for stockholders to
make proposals. The amendments also provide that a representative of a
stockholder qualified to appear at an annual meeting must be an
officer, manager or partner of the stockholder or must have written
authorization from the stockholder. The amendments also make several
minor clarifying changes to the text of Article III.
Article IV is being amended to state explicitly that the
Management Compensation Committee and the Audit Committee must be
composed exclusively of independent directors within the meaning of the
rules of the NASDAQ Stock Market that govern NASDAQ OMX's listing (and,
in the case of the Audit Committee, Section 10A of the Act).\3\
Although NASDAQ OMX adheres scrupulously to the independence
requirements imposed by the NASDAQ Stock Market and the Act, it
believes that these requirements should be explicitly stated in the By-
Laws as well. NASDAQ OMX is also removing language making its Chief
Executive Officer an ex-officio, non-voting member of the Management
Compensation Committee. In this regard, listing standards of the NASDAQ
Stock Market require management compensation determinations regarding
executive officers to be made by vote of the Board's independent
directors, or by vote of or upon the recommendation of a committee
composed solely of independent directors.\4\ NASDAQ OMX has satisfied
this requirement by submitting compensation decisions to the vote of
all of NASDAQ OMX's independent directors, but removing the Chief
Executive Officer as an ex-officio director will provide it with
flexibility to act upon the vote or upon the recommendation of the
committee.
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\3\ 15 U.S.C. 78j-1(m). Notably, ``Staff Directors,'' who are
officers of NASDAQ OMX serving on the NASDAQ OMX Board, are not
considered independent under these provisions, and are therefore
ineligible for service on the Audit Committee or Management
Compensation Committee, or, as discussed below, the newly
constituted Nominating Committee.
\4\ NASDAQ Exchange Rule 4350(c)(3).
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Currently, NASDAQ OMX's Nominating Committee is required
to be composed of persons who are not directors or who are directors
not standing for re-election. This compositional requirement, which
NASDAQ OMX's predecessor, The Nasdaq Stock Market, Inc., originally
adopted while it was a wholly owned subsidiary of the National
Association of Securities Dealers (``NASD''), is highly unusual for a
public company such as NASDAQ OMX. In light of NASDAQ OMX's continued
evolution into a public company with global operations, NASDAQ OMX
believes that it is appropriate to adopt a standard nominating
committee structure in which the committee is composed exclusively of
independent directors. Under the amended by-law, the nominating
committee shall consist of four or five directors, each of whom shall
be an independent director within the meaning [sic] the rules of the
NASDAQ Exchange. In addition, the number of Non-Industry Directors
(i.e., Directors without material ties to the securities industry) must
equal or exceed the number of Industry Directors, and at least two
members of the committee must be Public Directors (i.e., directors who
have no material business relationship with a broker or dealer, NASDAQ
OMX or its affiliates, or FINRA).
Article VIII is being amended to provide that NASDAQ OMX
shall provide indemnification against liability, advancement of
expenses, and the power to purchase and maintain insurance on behalf of
persons serving as a director, officer, or employee of any wholly owned
subsidiary of NASDAQ OMX to the same extent as indemnification,
advancement of expenses, and the power to maintain insurance is
provided for directors, officers, or employees of NASDAQ OMX. Thus, for
example, a director of one of NASDAQ OMX's US or Nordic exchanges would
be entitled to indemnification (and advancement of expenses) by NASDAQ
OMX if made a party to a lawsuit to the same extent as a director of
NASDAQ OMX. Similarly, the discretionary authority of NASDAQ OMX under
Section 8.1(c) of the By-Laws to provide indemnification to persons
serving as an agent of NASDAQ OMX is being extended to persons serving
as an agent of any wholly owned subsidiary of NASDAQ OMX. Article VIII
is also amended to clarify that any repeal, modification or amendment
of, or adoption of any provision inconsistent with, the indemnification
and advancement of expenses provided for in Article VIII will not
adversely affect the right of any person covered by the provision if
the act or omission that any proceeding arises out of or is related to
had occurred prior to the time for the repeal, amendment, adoption or
modification.
Article IX is being amended to modernize the language of
the provisions dealing with capital stock to reflect possible
participation in the Direct Registration System (the ``DRS''). The DRS
provides for the electronic registration of eligible securities in an
investor's name on the books of the transfer agent or corporation,
eliminating the need for physical stock certificates or shares held in
book-entry form by the beneficial owner's broker.
[[Page 22193]]
Although under the Delaware General Corporation Law, NASDAQ OMX can
authorize participation in the program through a resolution, the
various amendments to Article IX track more closely the language of
Section 158 of the Delaware General Corporation Law, as recently
revised, to explicitly reference the possibility of capital stock in
uncertificated form. The amendments, however, do not require NASDAQ OMX
to participate in the DRS or to eliminate stock certificates.
Article XII is being amended to conform certain of its provisions
more closely to corresponding provisions in the Amended and Restated
By-Laws of NYSE Euronext (the ``NYSE Euronext By-Laws''). Article XII
contains provisions that govern the relationship between NASDAQ OMX and
each of its subsidiaries that is a self-regulatory organization. First,
the article requires NASDAQ OMX's ``[d]irectors, officers, employees,
and agents'' (emphasis added) to give due regard to the preservation of
the independence of each self-regulatory subsidiary, not to take any
actions that would interfere with each self-regulatory subsidiary's
regulatory functions, to cooperate with the Commission, to consent to
U.S. jurisdiction, and to consent in writing to the applicability of
these provisions. Corresponding provisions of Articles VII, VIII, and
IX of the NYSE Euronext By-Laws, however, do not include the ambiguous
and potentially expansive word ``agent.'' NASDAQ OMX is concerned that
a broad construction of the term--to include not only parties with
which it establishes an explicit contractual agency relationship, but
also other service providers such as law firms and financial advisors
that may act on NASDAQ OMX's behalf on certain occasions--may deter
some parties from providing services to NASDAQ OMX. However, in lieu of
the requirement to obtain specific consents from agents, NASDAQ OMX
proposes to adopt a provision from the NYSE Euronext By-Laws providing
that NASDAQ OMX shall comply with the U.S. Federal securities laws and
the rules and regulations thereunder and shall cooperate with the SEC
and the Self-Regulatory Subsidiaries pursuant to and to the extent of
their respective regulatory authority, and shall take reasonable steps
necessary to cause its agents to cooperate, with the SEC and, where
applicable, the Self-Regulatory Subsidiaries pursuant to their
regulatory authority. Second, Article XII provides that NASDAQ OMX and
its officers, directors and employees \5\ agree to maintain an agent
for service of process in the U.S. By contrast, Article VII of the NYSE
Euronext By-Laws includes a statement that officers, directors and
employees shall be deemed to agree that the Corporation may serve as
the U.S. agent for service of process. Accordingly, NASDAQ OMX proposes
to adopt this more self-executing version. Finally, while the NASDAQ
OMX By-Laws provide that NASDAQ OMX shall take such action as is
necessary to insure that officers, directors and employees consent in
writing to the applicability of these provisions, Article IX of the
NYSE Euronext By-Laws requires only that NYSE Euronext take reasonable
steps necessary to cause officers, directors, and employees to consent.
Although NASDAQ OMX has begun the process of collecting written
consents from current officers, directors, and employees, it believes
that the current language may be unreasonably demanding as applied to a
multinational exchange operator with over 2,000 employees in over 20
countries. Accordingly, NASDAQ OMX proposes to adopt a version of NYSE
Euronext's language, which will require reasonable steps to obtain
consent from both current officers, directors, and employees, as well
as prospective officers, directors, and employees prior to their
acceptance of a position.
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\5\ The existing reference to ``agents'' in the sentence is
proposed to be deleted.
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2. Statutory Basis
The NASDAQ Exchange believes that the proposed rule change is
consistent with the provisions of Section 6 of the Act,\6\ in general,
and with Sections 6(b)(1) and (b)(5) of the Act,\7\ in particular, in
that the proposal enables the NASDAQ Exchange to be so organized as to
have the capacity to be able to carry out the purposes of the Act and
to comply with and enforce compliance by members and persons associated
with members with provisions of the Act, the rules and regulations
thereunder, and self-regulatory organization rules, and is designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable principles of trade, to foster cooperation and
coordination with persons engaged in regulating, clearing, settling,
processing information with respect to, and facilitating transactions
in securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest. The proposed changes will
enhance the clarity of NASDAQ OMX's governance documents and improve
its Board committee structures.
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\6\ 15 U.S.C. 78f.
\7\ 15 U.S.C. 78f(b)(1), (5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The NASDAQ Exchange 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, as amended.
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
Within 35 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
A. by order approve such proposed rule change, or
B. institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change, as amended, is consistent with the Act. Comments may be
submitted by any of the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2009-039 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-NASDAQ-2009-039. This
file number should be included on the subject line if e-mail is used.
[[Page 22194]]
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 on official
business days between the hours of 10 a.m. and 3 p.m. Copies of such
filing also will be available for inspection and copying at the
principal offices 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-NASDAQ-2009-039, and
should be submitted on or before June 2, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\8\
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\8\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-10994 Filed 5-11-09; 8:45 am]
BILLING CODE 8010-01-P