Self-Regulatory Organizations; the NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change to Modify the Opening of Trading on the NASDAQ Options Market, 57544-57546 [E9-26748]
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57544
Federal Register / Vol. 74, No. 214 / Friday, November 6, 2009 / Notices
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
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–
NYSEAmex–2009–73 and should be
submitted on or before November 27,
2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–26749 Filed 11–5–09; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–60905; File No. SR–
NASDAQ–2009–093]
Self-Regulatory Organizations; the
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change to Modify the
Opening of Trading on the NASDAQ
Options Market
October 30, 2009.
mstockstill on DSKH9S0YB1PROD with NOTICES6
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 October
26, 2009, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III, below, which Items have been
prepared by Nasdaq. 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
Nasdaq is filing a proposal for the
NASDAQ Options Market (‘‘NOM’’ or
‘‘Exchange’’) to modify Chapter VI,
Section 8 of the Exchange’s rules,
dealing with the Nasdaq Opening Cross.
The Exchange proposes to implement
this change on or about November 23,
2009.
12 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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18:23 Nov 05, 2009
Jkt 220001
The text of the proposed rule change
is available from Nasdaq’s Web site at
https://nasdaq.cchwallstreet.com, at
Nasdaq’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
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
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Nasdaq proposes to modify Chapter
VI, Section 8 of the rules governing
NOM, and in particular governing the
opening of trading in that market. Since
NOM was launched on March 31, 2008,
Nasdaq has monitored the operation of
the market to identify instances where
market efficiency can be enhanced.3
Nasdaq believes that the opening of the
market, while currently quite effective,
can be further enhanced.
Currently, pursuant to Chapter VI,
Section 8(b) of NOM’s rules, the Nasdaq
Opening Cross occurs at 9:30 a.m.,
unless the Opening Cross is delayed
pursuant to Section 8(b)(5) of Chapter VI
in order to avoid opening at a price that
is away from the prevailing market.
Pursuant to that provision, the opening
is delayed if the Nasdaq BBO after
execution of the opening print would be
wider than pre-determined authorized
3 For
instance, in May 2008 Nasdaq filed a
proposed rule change to enhance its opening
process by (1) delaying the Opening Cross in the
event that after the execution of the Opening Cross
the NOM best bid and offer would be outside
certain pre-determined threshold amounts, and (2)
delaying the opening of trading if after the opening
print the NOM best bid and offer would be outside
the same pre-determined threshold amounts in
instances where there is insufficient interest
available to initiate the Opening Cross. See
Securities Exchange Act Release No. 57822 (May
15, 2008), 73 FR 29800 (May 22, 2008) (SR–
NASDAQ–2008–045). In June 2008 Nasdaq filed a
proposed rule change to allow the opening of
trading in those instances where trading interest at
the National Best Bid and Offer (‘‘NBBO’’), which
includes the non-firm Nasdaq Best Bid and Offer
(Nasdaq BBO), is within the currently authorized
trading thresholds. See Securities Exchange Act
Release No. 57977 (June 17, 2008), 73 FR 35429
(June 23, 2008) (SR–NASDAQ–2008–052).
PO 00000
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Sfmt 4703
trading thresholds. In the event that no
Opening Cross occurs due to
insufficient interest, Nasdaq
systematically delays the opening of
trading if the NBBO (which includes the
non-firm Nasdaq BBO) is wider than
certain spread requirements set from
time to time by Nasdaq management.
Thus, both the NBBO and the Nasdaq
BBO are currently analyzed by NOM
when determining to open trading, in
order to ensure opening the market in
an orderly fashion. If a delay occurs
pursuant to Section 8(b)(5) of Chapter
VI, the Opening Cross (and thus regular
market trading) does not commence
until such time as it is determined that
the width requirements can be met.4
The Exchange is proposing to alter its
methodology for opening trading by
deleting the delay provisions of Section
8(b)(5) of Chapter VI, and instead
requiring certain other preconditions to
be met. Additionally, Section 8(b)(2)(A)
of Chapter VI would be amended to
require the Nasdaq Opening Cross to
occur at the price that maximizes the
number of contracts of Eligible Interest 5
in NOM to be executed at or within the
NBBO.
In order to improve the opening
process on NOM by streamlining the
opening timeline and providing further
price protection to orders received prior
to market open, Nasdaq is proposing to
revise Section 8(b) of Chapter VI to
permit the Opening Cross to occur at or
after 9:30 if there is no Imbalance,6 if the
dissemination of a quote or trade by the
Market for the Underlying Security 7 has
occurred (or, in the case of index
options, the Exchange has received the
opening price of the underlying index)
and if a certain number (as the Exchange
may determine from time to time) of
other options exchanges have
disseminated a firm quote on the
Options Price Reporting Authority
(‘‘OPRA’’). If all the conditions specified
4 Except for executions arising from the Opening
Cross, executions are only permitted if they will not
result in a trade-through violation of the NBBO as
described in Chapter VI, Sec. 7(b)(3)(C) of the NOM
rules.
5 ‘‘Eligible Interest’’ is defined in Section 8(a)(1)
[sic] of Chapter VI as any quotation or any order
that may be entered into the system and designated
with a time-in-force of IOC, DAY, GTC, or EXPR.
6 ‘‘Imbalance’’ is defined in Section 8(a)(1) of
Chapter VI as the number of contracts of Eligible
Interest that may not be matched with other order
contracts at a particular price at any given time.
7 New Section 8(a)(5) of Chapter VI would define
‘‘Market for the Underlying Security’’ as meaning
either the primary listing market, the primary
volume market (defined as the market with the most
liquidity in that underlying security for the
previous two calendar months), or the first market
to open the underlying security, as determined by
the Exchange on an issue-by-issue basis and
announced to the membership on the Exchange’s
Web site.
E:\FR\FM\06NON1.SGM
06NON1
mstockstill on DSKH9S0YB1PROD with NOTICES6
Federal Register / Vol. 74, No. 214 / Friday, November 6, 2009 / Notices
in Section 8(b) of Chapter VI have been
met except that there is an Imbalance,
Section 8(b)(5) would require one
additional Order Imbalance Indicator
message to be disseminated, after which
the Opening Cross would occur,
executing the maximum number of
contracts. Any remaining Imbalance that
is not executable in the Opening Cross
would be canceled.
By amending the NOM rules as
explained above, Nasdaq accomplishes
two main objectives. First, relying on a
quote or trade of the underlying asset
upon which a particular option is based
aligns the NOM rules with accepted
practices on various other options
exchanges.8 Second, waiting for the
dissemination of firm quotes from other
options exchanges allows NOM to build
an NBBO upon which it can bound the
Opening Cross. This adds an additional
layer of protection to customers entering
orders into the market and assists in
creating an orderly opening to trading.9
Proposed Section 8(c) of Chapter VI
governs situations in which the
requisite number of firm quotes have
not been disseminated for an option by
other options exchanges. No Opening
Cross will occur if firm quotes are not
disseminated for an option by the
predetermined number of options
exchanges by a specific time during the
day that the Exchange determines. In
that case, provided dissemination of a
quote or trade by the Market for the
Underlying Security has occurred (or, in
the case of index options, the Exchange
has received the opening price of the
underlying index), the option will open
for trading. However, if there is interest
in the Opening Cross, the option will
not open for trading in that option until
the orders that would be executed in the
Opening Cross are resolved through the
cancellation or modification of the
orders by the entering party or parties.
In connection with the Opening
Cross, pursuant to Section 8(b)(1) of
Chapter VI Nasdaq disseminates an
Order Imbalance Indicator beginning at
9:25 a.m. The Order Imbalance Indicator
for the Opening Cross includes, among
other information, a Current Reference
Price, which generally is the single price
at which the maximum number of
contracts of Eligible Interest can be
paired. Section 8(a)(2)(A)(i) of Chapter
VI is proposed to be amended so that
the definition of ‘‘Current Reference
Price’’ is limited to the single price at
8 See, e.g., Section (j) of NASDAQ OMX PHLX
Rule 1017, Openings in Options, and Chicago Board
Options Exchange Chapter VI, Rule 6.2B, Hybrid
Opening System (‘‘HOSS’’), Section (b).
9 NASDAQ OMX PHLX has a similar process in
which it considers the NBBO before executing. See
NASDAQ PHLX Rule 1017(l)(ii)(C).
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18:23 Nov 05, 2009
Jkt 220001
which the maximum number of
contracts of Eligible Interest can be
paired at or within the NBBO. The
Exchange believes that limiting the
opening execution price to be at or
within the NBBO will provide
customers with prices that are more
aligned with prices available across the
national option exchange system. If
there is more than one such price,
Sections 8(a)(2)(A)(ii)—(iv) provide
certain ‘‘tie-breaker’’ rules to determine
the Current Reference Price. The ‘‘tiebreaker’’ rule of Section 8(a)(2)(A)(iv) is
proposed to be amended such that the
Current Reference Price provided for in
that rule would be the price that is
closest to the midpoint of the NBBO (as
opposed to the current rule which
would result in the price that is closest
to the midpoint price of the interest
available in NOM the time of the
Opening Cross).
Finally, references to the ‘‘Nasdaq
Opening/Halt Cross’’ are being replaced
in Chapter VI, Section 8 with references
to the ‘‘Nasdaq Opening Cross’’. This
housekeeping change is necessary to
reflect that following a trading halt,
trading resumes as specified in Chapter
V, Section 4 (Resumption of Trading
After a Halt) rather than as specified in
Chapter VI, Section 8.10
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 11 in general, and furthers the
objectives of Section 6(b)(5) of the Act 12
in particular, in that it is designed 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.
Nasdaq believes that the proposal is
consistent with this standard because
the proposed rule change is designed to
improve execution quality at the critical
opening of the market. By waiting for
the Market for the Underlying Security
to be open, liquidity providers on the
Exchange will have better information
on which to base their quotes and will
thus provide better markets for investor
orders. Additionally, the Exchange
10 When Nasdaq first proposed its options trading
rules, it planned to resume trading by operating a
‘‘Halt Cross,’’ which it originally described in
Chapter VI, Section 8. Nasdaq later amended the
proposed rules to remove the Halt Cross and to
make clear that trading after a halt would ‘‘resume’’
rather than ‘‘open.’’ See Securities Exchange Act
Release Nos. 57478 (March 12, 2008), 73 FR 14521
(March 18, 2008) (SR–NASDAQ–2007–004 and SR–
NASDAQ–2007–080) (approval order regarding
NOM Rules including Chapters III and XIV).
11 15 U.S.C. 78f(b).
12 15 U.S.C. 78f(b)(5).
PO 00000
Frm 00099
Fmt 4703
Sfmt 4703
57545
believes that limiting the opening
execution price to be at or within the
NBBO will provide customers with
prices that are better aligned with the
national option exchange 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 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 either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange believes that the
foregoing proposed rule change effects a
change in an existing order-entry or
trading system pursuant to Section
19(b)(3)(A) 13 of the Act, and Rule 19b4(f)(5) 14 thereunder, which renders the
proposal effective upon filing with the
Commission. The Exchange believes
that the proposed rule change effects a
change in an existing order-entry or
trading system that does not
significantly affect the protection of
investors or the public interest, does not
impose any significant burden on
competition, and does not have the
effect of limiting the access to or
availability of the system. Specifically,
the proposed rule change will benefit
the protection of investors and the
public interest by enhancing market
quality and protecting investors and
market participants from executions that
are away from the prevailing market.
The proposed rule change does not
place a burden on competition but
rather enhances competition among the
markets. The proposed rule change does
not limit access to or availability of the
system. To the contrary, Nasdaq
believes that the proposed rule change
will prompt additional market
participants to utilize the system at the
opening of trading. NOM’s participants
will not need to make systems changes
relating to the changes proposed by
NOM in this proposed rule change.
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
13 15
14 17
E:\FR\FM\06NON1.SGM
U.S.C.78s(b)(3)(A).
CFR 240.19b-4(f)(5).
06NON1
57546
Federal Register / Vol. 74, No. 214 / Friday, November 6, 2009 / Notices
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
mstockstill on DSKH9S0YB1PROD with NOTICES6
• 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–2009–093 on the
subject line.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–26748 Filed 11–5–09; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF STATE
[Public Notice 6802]
Bureau of Political-Military Affairs:
Directorate of Defense Trade Controls;
Notifications to the Congress of
Proposed Commercial Export Licenses
SUMMARY: Notice is hereby given that
the Department of State has forwarded
the attached Notifications of Proposed
Export Licenses to the Congress on the
dates indicated on the attachments
Paper Comments
pursuant to sections 36(c) and 36(d) and
in compliance with section 36(f) of the
• Send paper comments in triplicate
Arms Export Control Act (22 U.S.C.
to Elizabeth M. Murphy, Secretary,
2776).
Securities and Exchange Commission,
DATES: Effective Date: As shown on each
100 F Street, NE., Washington, DC
of the 20 letters.
20549–1090.
FOR FURTHER INFORMATION CONTACT: Mr.
All submissions should refer to File
Robert S. Kovac, Managing Director,
Number SR–NASDAQ–2009–093. This
Directorate of Defense Trade Controls,
file number should be included on the
Bureau of Political-Military Affairs,
subject line if e-mail is used. To help the
Department of State (202) 663–2861.
Commission process and review your
SUPPLEMENTARY INFORMATION: Section
comments more efficiently, please use
only one method. The Commission will 36(f) of the Arms Export Control Act
post all comments on the Commission’s mandates that notifications to the
Congress pursuant to sections 36(c) and
Internet Web site (https://www.sec.gov/
36(d) must be published in the Federal
rules/sro.shtml). Copies of the
Register when they are transmitted to
submission, all subsequent
Congress or as soon thereafter as
amendments, all written statements
practicable.
with respect to the proposed rule
change that are filed with the
September 18, 2009 (Transmittal No.
Commission, and all written
DDTC 005–09)
communications relating to the
Hon. Nancy Pelosi, Speaker of the
proposed rule change between the
House of Representatives.
Commission and any person, other than
Dear Madam Speaker: Pursuant to
those that may be withheld from the
Section 36(c) of the Arms Export
public in accordance with the
Control Act, I am transmitting,
provisions of 5 U.S.C. 552, will be
herewith, certification of a proposed
available for inspection and copying in
technical assistance agreement to
the Commission’s Public Reference
include the export of technical data,
Room, 100 F Street, NE., Washington,
defense services, and defense articles in
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m. the amount of $50,000,000 or more.
The transaction contained in the
Copies of the filing also will be available
attached certification involves the
for inspection and copying at the
transfer of technical data, defense
principal office of the Exchange. All
services, and hardware to Oman and the
comments received will be posted
United Arab Emirates to support
without change; the Commission does
maintenance and reconstitution of
not edit personal identifying
Prepositioned War Reserve Material on
information from submissions. You
behalf of U.S. Air Force Central
should submit only information that
Command (USCENTAF) within its Area
you wish to make available publicly.
of Responsibility in Southwest Asia.
All submissions should refer to File
The United States Government is
Number SR–NASDAQ–2009–093 and
prepared to license the export of these
should be submitted on or before
November 27, 2009.
15 17 CFR 200.30–3(a)(12).
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18:23 Nov 05, 2009
Jkt 220001
PO 00000
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items having taken into account
political, military, economic, human
rights and arms control considerations.
More detailed information is
contained in the formal certification
which, though unclassified, contains
business information submitted to the
Department of State by the applicant,
publication of which could cause
competitive harm to the United States
firm concerned.
Sincerely,
Richard R. Verma,
Assistant Secretary Legislative Affairs.
September 23, 2009 (Transmittal No.
DDTC 026–09)
Hon. Nancy Pelosi, Speaker of the
House of Representatives.
Dear Madam Speaker: Pursuant to
Section 36(c) of the Arms Export
Control Act, I am transmitting,
herewith, certification of a proposed
technical assistance agreement for the
export of technical data, defense
services, and defense articles in the
amount of $50,000,000 or more.
The transaction contained in the
attached certification involves the
export of defense articles and defense
services for the upgrade and expansion
of the Saudi Arabia National Guard
Tactical Communications Systems for
end-use by the Saudi Arabia Ministry of
Defense.
The United States Government is
prepared to license the transfer of these
items having taken into account
political, military, economic, human
rights and arms control considerations.
More detailed information is
contained in the formal certification
which, though unclassified, contains
business information submitted to the
Department of State by the applicant,
publication of which could cause
competitive harm to the United States
firm concerned.
Sincerely,
Richard R. Verma,
Assistant Secretary Legislative Affairs.
September 23, 2009 (Transmittal No.
DDTC 045–09)
Hon. Nancy Pelosi, Speaker of the
House of Representatives.
Dear Madam Speaker: Pursuant to
Section 36(c) of the Arms Export
Control Act, I am transmitting,
herewith, certification of a proposed
technical assistance agreement for the
export of defense articles, including
technical data, and defense services in
the amount of $50,000,000 or more.
The transaction contained in the
attached certification involves the
export of defense services and defense
articles, including technical data,
E:\FR\FM\06NON1.SGM
06NON1
Agencies
[Federal Register Volume 74, Number 214 (Friday, November 6, 2009)]
[Notices]
[Pages 57544-57546]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-26748]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-60905; File No. SR-NASDAQ-2009-093]
Self-Regulatory Organizations; the NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change to
Modify the Opening of Trading on the NASDAQ Options Market
October 30, 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 October 26, 2009, The NASDAQ Stock Market LLC (``Nasdaq'') filed
with the Securities and Exchange Commission (``SEC'' or ``Commission'')
the proposed rule change as described in Items I, II, and III, below,
which Items have been prepared by Nasdaq. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
Nasdaq is filing a proposal for the NASDAQ Options Market (``NOM''
or ``Exchange'') to modify Chapter VI, Section 8 of the Exchange's
rules, dealing with the Nasdaq Opening Cross. The Exchange proposes to
implement this change on or about November 23, 2009.
The text of the proposed rule change is available from Nasdaq's Web
site at https://nasdaq.cchwallstreet.com, at Nasdaq'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 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 Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
Nasdaq proposes to modify Chapter VI, Section 8 of the rules
governing NOM, and in particular governing the opening of trading in
that market. Since NOM was launched on March 31, 2008, Nasdaq has
monitored the operation of the market to identify instances where
market efficiency can be enhanced.\3\ Nasdaq believes that the opening
of the market, while currently quite effective, can be further
enhanced.
---------------------------------------------------------------------------
\3\ For instance, in May 2008 Nasdaq filed a proposed rule
change to enhance its opening process by (1) delaying the Opening
Cross in the event that after the execution of the Opening Cross the
NOM best bid and offer would be outside certain pre-determined
threshold amounts, and (2) delaying the opening of trading if after
the opening print the NOM best bid and offer would be outside the
same pre-determined threshold amounts in instances where there is
insufficient interest available to initiate the Opening Cross. See
Securities Exchange Act Release No. 57822 (May 15, 2008), 73 FR
29800 (May 22, 2008) (SR-NASDAQ-2008-045). In June 2008 Nasdaq filed
a proposed rule change to allow the opening of trading in those
instances where trading interest at the National Best Bid and Offer
(``NBBO''), which includes the non-firm Nasdaq Best Bid and Offer
(Nasdaq BBO), is within the currently authorized trading thresholds.
See Securities Exchange Act Release No. 57977 (June 17, 2008), 73 FR
35429 (June 23, 2008) (SR-NASDAQ-2008-052).
---------------------------------------------------------------------------
Currently, pursuant to Chapter VI, Section 8(b) of NOM's rules, the
Nasdaq Opening Cross occurs at 9:30 a.m., unless the Opening Cross is
delayed pursuant to Section 8(b)(5) of Chapter VI in order to avoid
opening at a price that is away from the prevailing market. Pursuant to
that provision, the opening is delayed if the Nasdaq BBO after
execution of the opening print would be wider than pre-determined
authorized trading thresholds. In the event that no Opening Cross
occurs due to insufficient interest, Nasdaq systematically delays the
opening of trading if the NBBO (which includes the non-firm Nasdaq BBO)
is wider than certain spread requirements set from time to time by
Nasdaq management. Thus, both the NBBO and the Nasdaq BBO are currently
analyzed by NOM when determining to open trading, in order to ensure
opening the market in an orderly fashion. If a delay occurs pursuant to
Section 8(b)(5) of Chapter VI, the Opening Cross (and thus regular
market trading) does not commence until such time as it is determined
that the width requirements can be met.\4\
---------------------------------------------------------------------------
\4\ Except for executions arising from the Opening Cross,
executions are only permitted if they will not result in a trade-
through violation of the NBBO as described in Chapter VI, Sec.
7(b)(3)(C) of the NOM rules.
---------------------------------------------------------------------------
The Exchange is proposing to alter its methodology for opening
trading by deleting the delay provisions of Section 8(b)(5) of Chapter
VI, and instead requiring certain other preconditions to be met.
Additionally, Section 8(b)(2)(A) of Chapter VI would be amended to
require the Nasdaq Opening Cross to occur at the price that maximizes
the number of contracts of Eligible Interest \5\ in NOM to be executed
at or within the NBBO.
---------------------------------------------------------------------------
\5\ ``Eligible Interest'' is defined in Section 8(a)(1) [sic] of
Chapter VI as any quotation or any order that may be entered into
the system and designated with a time-in-force of IOC, DAY, GTC, or
EXPR.
---------------------------------------------------------------------------
In order to improve the opening process on NOM by streamlining the
opening timeline and providing further price protection to orders
received prior to market open, Nasdaq is proposing to revise Section
8(b) of Chapter VI to permit the Opening Cross to occur at or after
9:30 if there is no Imbalance,\6\ if the dissemination of a quote or
trade by the Market for the Underlying Security \7\ has occurred (or,
in the case of index options, the Exchange has received the opening
price of the underlying index) and if a certain number (as the Exchange
may determine from time to time) of other options exchanges have
disseminated a firm quote on the Options Price Reporting Authority
(``OPRA''). If all the conditions specified
[[Page 57545]]
in Section 8(b) of Chapter VI have been met except that there is an
Imbalance, Section 8(b)(5) would require one additional Order Imbalance
Indicator message to be disseminated, after which the Opening Cross
would occur, executing the maximum number of contracts. Any remaining
Imbalance that is not executable in the Opening Cross would be
canceled.
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\6\ ``Imbalance'' is defined in Section 8(a)(1) of Chapter VI as
the number of contracts of Eligible Interest that may not be matched
with other order contracts at a particular price at any given time.
\7\ New Section 8(a)(5) of Chapter VI would define ``Market for
the Underlying Security'' as meaning either the primary listing
market, the primary volume market (defined as the market with the
most liquidity in that underlying security for the previous two
calendar months), or the first market to open the underlying
security, as determined by the Exchange on an issue-by-issue basis
and announced to the membership on the Exchange's Web site.
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By amending the NOM rules as explained above, Nasdaq accomplishes
two main objectives. First, relying on a quote or trade of the
underlying asset upon which a particular option is based aligns the NOM
rules with accepted practices on various other options exchanges.\8\
Second, waiting for the dissemination of firm quotes from other options
exchanges allows NOM to build an NBBO upon which it can bound the
Opening Cross. This adds an additional layer of protection to customers
entering orders into the market and assists in creating an orderly
opening to trading.\9\
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\8\ See, e.g., Section (j) of NASDAQ OMX PHLX Rule 1017,
Openings in Options, and Chicago Board Options Exchange Chapter VI,
Rule 6.2B, Hybrid Opening System (``HOSS''), Section (b).
\9\ NASDAQ OMX PHLX has a similar process in which it considers
the NBBO before executing. See NASDAQ PHLX Rule 1017(l)(ii)(C).
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Proposed Section 8(c) of Chapter VI governs situations in which the
requisite number of firm quotes have not been disseminated for an
option by other options exchanges. No Opening Cross will occur if firm
quotes are not disseminated for an option by the predetermined number
of options exchanges by a specific time during the day that the
Exchange determines. In that case, provided dissemination of a quote or
trade by the Market for the Underlying Security has occurred (or, in
the case of index options, the Exchange has received the opening price
of the underlying index), the option will open for trading. However, if
there is interest in the Opening Cross, the option will not open for
trading in that option until the orders that would be executed in the
Opening Cross are resolved through the cancellation or modification of
the orders by the entering party or parties.
In connection with the Opening Cross, pursuant to Section 8(b)(1)
of Chapter VI Nasdaq disseminates an Order Imbalance Indicator
beginning at 9:25 a.m. The Order Imbalance Indicator for the Opening
Cross includes, among other information, a Current Reference Price,
which generally is the single price at which the maximum number of
contracts of Eligible Interest can be paired. Section 8(a)(2)(A)(i) of
Chapter VI is proposed to be amended so that the definition of
``Current Reference Price'' is limited to the single price at which the
maximum number of contracts of Eligible Interest can be paired at or
within the NBBO. The Exchange believes that limiting the opening
execution price to be at or within the NBBO will provide customers with
prices that are more aligned with prices available across the national
option exchange system. If there is more than one such price, Sections
8(a)(2)(A)(ii)--(iv) provide certain ``tie-breaker'' rules to determine
the Current Reference Price. The ``tie-breaker'' rule of Section
8(a)(2)(A)(iv) is proposed to be amended such that the Current
Reference Price provided for in that rule would be the price that is
closest to the midpoint of the NBBO (as opposed to the current rule
which would result in the price that is closest to the midpoint price
of the interest available in NOM the time of the Opening Cross).
Finally, references to the ``Nasdaq Opening/Halt Cross'' are being
replaced in Chapter VI, Section 8 with references to the ``Nasdaq
Opening Cross''. This housekeeping change is necessary to reflect that
following a trading halt, trading resumes as specified in Chapter V,
Section 4 (Resumption of Trading After a Halt) rather than as specified
in Chapter VI, Section 8.\10\
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\10\ When Nasdaq first proposed its options trading rules, it
planned to resume trading by operating a ``Halt Cross,'' which it
originally described in Chapter VI, Section 8. Nasdaq later amended
the proposed rules to remove the Halt Cross and to make clear that
trading after a halt would ``resume'' rather than ``open.'' See
Securities Exchange Act Release Nos. 57478 (March 12, 2008), 73 FR
14521 (March 18, 2008) (SR-NASDAQ-2007-004 and SR-NASDAQ-2007-080)
(approval order regarding NOM Rules including Chapters III and XIV).
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \11\ in general, and furthers the objectives of Section
6(b)(5) of the Act \12\ in particular, in that it is designed 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. Nasdaq believes that the proposal is consistent with this
standard because the proposed rule change is designed to improve
execution quality at the critical opening of the market. By waiting for
the Market for the Underlying Security to be open, liquidity providers
on the Exchange will have better information on which to base their
quotes and will thus provide better markets for investor orders.
Additionally, the Exchange believes that limiting the opening execution
price to be at or within the NBBO will provide customers with prices
that are better aligned with the national option exchange system.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(5).
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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 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 either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange believes that the foregoing proposed rule change
effects a change in an existing order-entry or trading system pursuant
to Section 19(b)(3)(A) \13\ of the Act, and Rule 19b-4(f)(5) \14\
thereunder, which renders the proposal effective upon filing with the
Commission. The Exchange believes that the proposed rule change effects
a change in an existing order-entry or trading system that does not
significantly affect the protection of investors or the public
interest, does not impose any significant burden on competition, and
does not have the effect of limiting the access to or availability of
the system. Specifically, the proposed rule change will benefit the
protection of investors and the public interest by enhancing market
quality and protecting investors and market participants from
executions that are away from the prevailing market. The proposed rule
change does not place a burden on competition but rather enhances
competition among the markets. The proposed rule change does not limit
access to or availability of the system. To the contrary, Nasdaq
believes that the proposed rule change will prompt additional market
participants to utilize the system at the opening of trading. NOM's
participants will not need to make systems changes relating to the
changes proposed by NOM in this proposed rule change.
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\13\ 15 U.S.C.78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(5).
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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
[[Page 57546]]
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-NASDAQ-2009-093 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-2009-093. 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, 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-NASDAQ-2009-093 and
should be submitted on or before November 27, 2009.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-26748 Filed 11-5-09; 8:45 am]
BILLING CODE 8011-01-P