Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing of Proposed Rule Change Relating to Publication of Certain Aggregate Daily Trading Volume Data, 3768-3770 [2010-1145]
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3768
Federal Register / Vol. 75, No. 14 / Friday, January 22, 2010 / Notices
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
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 10 of the Act and
subparagraph (f)(2) of Rule 19b–4 11
thereunder, because it establishes a due,
fee, or other charge imposed by the
NYSE.
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 rulecomments@sec.gov. Please include File
Number SR–NYSE–2010–01 on the
subject line.
erowe on DSK5CLS3C1PROD with NOTICES
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–2010–01. 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–NYSE–2010–01 and should
be submitted on or before February 12,
2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–1141 Filed 1–21–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–61361; File No. SR–FINRA–
2010–001]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Proposed Rule Change Relating to
Publication of Certain Aggregate Daily
Trading Volume Data
January 14, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on January 6,
2010, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) 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 FINRA. The Commission is
publishing this notice to solicit
12 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
10 15
U.S.C. 78s(b)(3)(A).
11 17 CFR 240.19b–4(f)(2).
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14:43 Jan 21, 2010
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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
FINRA has filed a proposed rule
change relating to the publication of
aggregate daily trading volume data for
over-the-counter trades in NMS stocks
that are executed within a FINRA
member’s alternative trading system
(‘‘ATS’’) dark pool and reported to a
FINRA Trade Reporting Facility
(‘‘TRF’’).3 The proposed rule change
would amend FINRA Rule 6160
(Multiple MPIDs for Trade Reporting
Facility Participants) to (1) require
members that opt to have their trading
data published to obtain and use a
separate Market Participant Identifier
(‘‘MPID’’) designated exclusively for
reporting the member’s ATS dark pool
transactions, and (2) adopt related
Supplementary Material.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA 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,
FINRA 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. FINRA 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
Some FINRA members operate ‘‘dark
pools,’’ a type of ATS that does not
display quotations or subscribers’ orders
to any person or entity either internally
within the ATS dark pool or externally
beyond the ATS dark pool (other than
employees of the ATS).4 Over-thecounter transactions executed within an
ATS dark pool are reported by the ATS
to a FINRA facility, e.g., a FINRA TRF.
3 The FINRA TRFs are facilities used by members
to report over-the-counter transactions in NMS
stocks to FINRA. There are two TRFs in operation
today: the FINRA/Nasdaq TRF and the FINRA/
NYSE TRF. Each TRF is operated in conjunction
with the respective exchange ‘‘Business Member.’’
4 See, e.g., Rule 301(b)(3)(i)(A) of Regulation ATS.
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Currently, information relating to the
trading volume reported to FINRA
facilities by participants operating ATS
dark pools is not separately identified to
the public.
The TRF Business Members have
determined to publish aggregate daily
trading volume data for transactions
executed within ATS dark pools and
reported to the TRFs.5 FINRA, through
its TRF Limited Liability Companies,
will distribute transaction reporting data
to the Business Members so that the
Business Members may publish, after
the close of trading, aggregate daily
trading volume data for trades executed
within participating ATS dark pools.
FINRA is making such data available to
the Business Members and the Business
Members will make the data widely
available to the public at no cost.6
The data for transactions reported to
each TRF will be posted on the
respective Business Member’s Web site
(i.e., the NYSE will post daily trading
volume data on its Web site based on
transactions reported to the FINRA/
NYSE TRF, and Nasdaq will post daily
trading volume data on its Web site
based on transactions reported to the
FINRA/Nasdaq TRF).7 The daily trading
volume data will be segregated by
participating ATS dark pool. Initially,
the data may be presented as an overall
volume percentage; however, at a later
date, it may be further broken down by
security. As discussed below, members
that opt into the proposed program must
acknowledge that their data may be
published in one of these two ways.
FINRA member participation in the
proposed program to publish dark pool
transaction data is voluntary. No
member’s data will be included in the
aggregate daily trading volume unless
the member expressly requests that it be
published.
5 Under the TRF Limited Liability Company
Agreements between FINRA and the exchanges,
FINRA, the ‘‘SRO Member,’’ has sole regulatory
responsibility for the TRFs. The Business Member
(see note 3) is primarily responsible for the
management of the TRF’s business affairs, including
establishing pricing for use of the TRF, to the extent
those affairs are not inconsistent with the regulatory
and oversight functions of FINRA. Additionally, the
Business Member is obligated to pay the cost of
regulation and is entitled to the profits and losses,
if any, derived from the operation of the TRF.
6 The TRFs receive the data and the Business
Members, because they operate the TRFs, have
access to the data through their contractual
arrangements with FINRA. Thus, FINRA will not be
required to take any specific action to ‘‘distribute’’
or make the data available to the Business Members.
7 FINRA notes that the TRF Business Members
have previously posted data on their web site that
did not require a rule filing; however, because this
data product is not derived directly (or indirectly)
from publicly disseminated information, SEC staff
have indicated that a rule filing is necessary.
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Any member that opts to have its
volume included in the published data
must comply with proposed new
paragraph (c) of Rule 6160. Under
current Rule 6160, FINRA permits
members to obtain and use multiple
MPIDs for purposes of reporting trades
to a TRF on a pilot basis.8 Members
must submit a written request to, and
obtain approval from, FINRA
Operations for additional MPID(s). As
part of the approval process, members
must provide bona fide business and/or
regulatory reasons for requesting an
additional MPID, such as to facilitate a
member’s back office operations (e.g.,
the member might use multiple MPIDs
for trade reporting purposes if it clears
trades through multiple clearing firms).9
Proposed paragraph (c) of Rule 6160
would apply only to members that
voluntarily participate in the proposed
program to publish ATS dark pool data.
The proposed rule requires that the
member obtain and use a separate MPID
designated exclusively for the reporting
of transactions executed within the ATS
dark pool.10 The member must use such
separate MPID to report all transactions
executed within the ATS dark pool to a
TRF(s). The member shall not use such
separate MPID to report any transaction
that is not executed within the ATS
dark pool, including, e.g., trades that are
routed out by the ATS dark pool. The
member cannot obtain more than one
MPID under proposed paragraph (c) for
purposes of reporting transactions
executed within a single ATS dark pool.
In addition, any member that operates
multiple ATS dark pools and opts to
have each ATS dark pool participate in
the proposed program must obtain a
separate MPID for each ATS dark pool;
the member cannot use a single MPID to
8 Similarly, FINRA permits members to obtain
and use multiple MPIDs for purposes of displaying
quotes/orders and reporting trades to the
Alternative Display Facility (‘‘ADF’’) under Rule
6170.
9 FINRA considers the issuance of, and trade
reporting with, multiple MPIDs to be a privilege
and not a right. If FINRA determines that the use
of multiple MPIDs is detrimental to the
marketplace, or that a TRF Participant is using one
or more additional MPIDs improperly or for other
than the purpose(s) identified by the Participant,
FINRA staff retains full discretion to limit or
withdraw its grant of the additional MPID(s) to the
Participant for purposes of reporting trades to a
TRF. See Rule 6160.
10 Today, a broker-dealer that operates an ATS
dark pool may report trades executed within the
ATS using the same MPID that it uses for
transactions it executes in other areas of its business
(including, e.g., other ATSs it operates). As a result,
it would not be possible to determine from the trade
reporting data which trades were executed within
the ATS dark pool as opposed to other areas of the
broker-dealer’s business. An ATS dark pool using
such a ‘‘multi-purpose’’ MPID would be ineligible to
opt in to the proposed program for publication of
ATS dark pool volume.
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3769
report transactions executed within
multiple ATS dark pools. Members that
opt to have their volume included in the
published data must have policies and
procedures in place to ensure that trades
reported with a separate MPID obtained
under proposed Rule 6160(c) are
restricted to trades executed within the
ATS dark pool.
If a member designates a separate
MPID for dark pool transaction
reporting for purposes of the proposed
program, then all transactions reported
under such MPID will be included in
the published ATS dark pool volume,
irrespective of whether the member
reports to a single TRF or multiple
TRFs.11 Because a member that opts in
to the proposed program may report
transactions executed within its ATS
dark pool to more than one TRF, the
data published on one Business
Member’s Web site may not reflect
100% of that member’s volume.
Interested parties would need to consult
all Business Members’ Web sites to see
the total volume for any given ATS dark
pool, and the Business Members will
make prominent disclosure to this effect
on their Web sites. The proposed
Supplementary Material also would
clarify that the Business Members will
make such disclosure.
Pursuant to the proposed
Supplementary Material, a member
operating an ATS dark pool must certify
in writing to FINRA that (1) the member
is affirmatively opting in for purposes of
having its dark pool transaction data
included in the published data and
acknowledges that its data may be
presented as an overall percentage
volume only or may be broken down by
security; (2) the member meets the
definition of ATS dark pool in proposed
Rule 6160(c); and (3) the member has
obtained a separate MPID that will be
used exclusively for reporting its dark
pool transactions as required by
proposed Rule 6160(c). The member
will be required to identify to FINRA
the MPID (or MPIDs, if the member
operates more than one ATS dark pool
and opts to have each ATS dark pool
participate in the proposed program)
that should be aggregated in the
published volume.
The proposed requirements relating to
the establishment and use of separate
MPIDs for purposes of dark pool
11 In other words, once a member has opted in to
the program, 100% of its ATS dark pool
transactions must be reported under a single MPID
to one or more TRFs (the member can choose to
report to a single TRF or multiple TRFs) and 100%
of the member’s volume will be published. Because
the ADF does not offer a program to publish dark
pool transaction data, the member would be
prohibited from reporting to the ADF in this
instance.
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transaction reporting will ensure that
the published volume is limited to the
member’s dark pool activity. In addition
to these requirements, FINRA has
established certain other parameters to
minimize the risk of double counting
and ensure the accuracy and reliability
of the published data. The data posted
on each TRF Business Member’s Web
site will show the trading volume
reported to the respective TRF only and
will not include transactions reported to
or counted by another venue, e.g.,
another TRF. Only transactions that are
reported for purposes of publication
will be included in the published data
(i.e., ‘‘non-tape’’ regulatory or clearingonly reports will not be included in the
aggregate volume). In addition, there
will be no double counting of trade
volume (i.e., a 1,000 share trade
reported for publication purposes will
not be counted as 2,000 shares to reflect
1,000 shares on the buy side and 1,000
shares on the sell side).
FINRA notes that members will not be
charged a fee for having their ATS dark
pool data included in the published
aggregate daily trading volume data.
Additionally, no TRF Business Member
will charge a fee to view the aggregate
daily trading volume data posted on its
Web site.
The proposed rule change will be
effective upon Commission approval.
FINRA is making such data available to
the Business Members and the Business
Members will make the data widely
available to the public at no cost.
Because the data that FINRA is
proposing to distribute to the Business
Members will be published by each
Business Member on its Web site in a
widely disseminated and easily
accessible manner, the proposal is not
unreasonably discriminatory. In
addition, the benefit to the marketplace
of increased transparency regarding
dark pool transaction volume, together
with the readily accessible manner in
which this reference data will be made
available by the Business Members,
offers compelling justification for the
proposed program to publish ATS dark
pool data.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,12 which
requires, among other things, that
FINRA rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest. FINRA believes that by
providing additional market data
relating to ATS dark pools, the proposed
rule change will increase market
transparency of trading volumes within
those ATS dark pools that choose to
participate.
FINRA also believes that distribution
of this data is consistent with Rule
603(a) of Regulation NMS, which
requires, among other things, that
distributions of certain data by FINRA
not be unreasonably discriminatory.13
FINRA, through its TRF Limited
Liability Companies, will distribute
certain data to the Business Members so
that the Business Members may publish,
after the close of trading, aggregate daily
trading volume data for trades executed
within participating ATS dark pools.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
12 15
U.S.C. 78o–3(b)(6).
13 See Rule 603(a)(2) of Regulation NMS.
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14:43 Jan 21, 2010
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B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments were neither
solicited nor received.
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 is consistent with the Act.
Comments may be submitted by any of
the following methods:
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–FINRA–2010–001 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–FINRA–2010–001. 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 FINRA. 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–FINRA–
2010–001 and should be submitted on
or before February 12, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–1145 Filed 1–21–10; 8:45 am]
BILLING CODE 8011–01–P
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
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14 17
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CFR 200.30–3(a)(12).
22JAN1
Agencies
[Federal Register Volume 75, Number 14 (Friday, January 22, 2010)]
[Notices]
[Pages 3768-3770]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-1145]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-61361; File No. SR-FINRA-2010-001]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing of Proposed Rule Change Relating to
Publication of Certain Aggregate Daily Trading Volume Data
January 14, 2010.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on January 6, 2010, Financial Industry Regulatory Authority, Inc.
(``FINRA'') 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 FINRA. 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
FINRA has filed a proposed rule change relating to the publication
of aggregate daily trading volume data for over-the-counter trades in
NMS stocks that are executed within a FINRA member's alternative
trading system (``ATS'') dark pool and reported to a FINRA Trade
Reporting Facility (``TRF'').\3\ The proposed rule change would amend
FINRA Rule 6160 (Multiple MPIDs for Trade Reporting Facility
Participants) to (1) require members that opt to have their trading
data published to obtain and use a separate Market Participant
Identifier (``MPID'') designated exclusively for reporting the member's
ATS dark pool transactions, and (2) adopt related Supplementary
Material.
---------------------------------------------------------------------------
\3\ The FINRA TRFs are facilities used by members to report
over-the-counter transactions in NMS stocks to FINRA. There are two
TRFs in operation today: the FINRA/Nasdaq TRF and the FINRA/NYSE
TRF. Each TRF is operated in conjunction with the respective
exchange ``Business Member.''
---------------------------------------------------------------------------
The text of the proposed rule change is available on FINRA's Web
site at https://www.finra.org, at the principal office of FINRA 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, FINRA 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. FINRA 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
Some FINRA members operate ``dark pools,'' a type of ATS that does
not display quotations or subscribers' orders to any person or entity
either internally within the ATS dark pool or externally beyond the ATS
dark pool (other than employees of the ATS).\4\ Over-the-counter
transactions executed within an ATS dark pool are reported by the ATS
to a FINRA facility, e.g., a FINRA TRF.
[[Page 3769]]
Currently, information relating to the trading volume reported to FINRA
facilities by participants operating ATS dark pools is not separately
identified to the public.
---------------------------------------------------------------------------
\4\ See, e.g., Rule 301(b)(3)(i)(A) of Regulation ATS.
---------------------------------------------------------------------------
The TRF Business Members have determined to publish aggregate daily
trading volume data for transactions executed within ATS dark pools and
reported to the TRFs.\5\ FINRA, through its TRF Limited Liability
Companies, will distribute transaction reporting data to the Business
Members so that the Business Members may publish, after the close of
trading, aggregate daily trading volume data for trades executed within
participating ATS dark pools. FINRA is making such data available to
the Business Members and the Business Members will make the data widely
available to the public at no cost.\6\
---------------------------------------------------------------------------
\5\ Under the TRF Limited Liability Company Agreements between
FINRA and the exchanges, FINRA, the ``SRO Member,'' has sole
regulatory responsibility for the TRFs. The Business Member (see
note 3) is primarily responsible for the management of the TRF's
business affairs, including establishing pricing for use of the TRF,
to the extent those affairs are not inconsistent with the regulatory
and oversight functions of FINRA. Additionally, the Business Member
is obligated to pay the cost of regulation and is entitled to the
profits and losses, if any, derived from the operation of the TRF.
\6\ The TRFs receive the data and the Business Members, because
they operate the TRFs, have access to the data through their
contractual arrangements with FINRA. Thus, FINRA will not be
required to take any specific action to ``distribute'' or make the
data available to the Business Members.
---------------------------------------------------------------------------
The data for transactions reported to each TRF will be posted on
the respective Business Member's Web site (i.e., the NYSE will post
daily trading volume data on its Web site based on transactions
reported to the FINRA/NYSE TRF, and Nasdaq will post daily trading
volume data on its Web site based on transactions reported to the
FINRA/Nasdaq TRF).\7\ The daily trading volume data will be segregated
by participating ATS dark pool. Initially, the data may be presented as
an overall volume percentage; however, at a later date, it may be
further broken down by security. As discussed below, members that opt
into the proposed program must acknowledge that their data may be
published in one of these two ways.
---------------------------------------------------------------------------
\7\ FINRA notes that the TRF Business Members have previously
posted data on their web site that did not require a rule filing;
however, because this data product is not derived directly (or
indirectly) from publicly disseminated information, SEC staff have
indicated that a rule filing is necessary.
---------------------------------------------------------------------------
FINRA member participation in the proposed program to publish dark
pool transaction data is voluntary. No member's data will be included
in the aggregate daily trading volume unless the member expressly
requests that it be published.
Any member that opts to have its volume included in the published
data must comply with proposed new paragraph (c) of Rule 6160. Under
current Rule 6160, FINRA permits members to obtain and use multiple
MPIDs for purposes of reporting trades to a TRF on a pilot basis.\8\
Members must submit a written request to, and obtain approval from,
FINRA Operations for additional MPID(s). As part of the approval
process, members must provide bona fide business and/or regulatory
reasons for requesting an additional MPID, such as to facilitate a
member's back office operations (e.g., the member might use multiple
MPIDs for trade reporting purposes if it clears trades through multiple
clearing firms).\9\
---------------------------------------------------------------------------
\8\ Similarly, FINRA permits members to obtain and use multiple
MPIDs for purposes of displaying quotes/orders and reporting trades
to the Alternative Display Facility (``ADF'') under Rule 6170.
\9\ FINRA considers the issuance of, and trade reporting with,
multiple MPIDs to be a privilege and not a right. If FINRA
determines that the use of multiple MPIDs is detrimental to the
marketplace, or that a TRF Participant is using one or more
additional MPIDs improperly or for other than the purpose(s)
identified by the Participant, FINRA staff retains full discretion
to limit or withdraw its grant of the additional MPID(s) to the
Participant for purposes of reporting trades to a TRF. See Rule
6160.
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Proposed paragraph (c) of Rule 6160 would apply only to members
that voluntarily participate in the proposed program to publish ATS
dark pool data. The proposed rule requires that the member obtain and
use a separate MPID designated exclusively for the reporting of
transactions executed within the ATS dark pool.\10\ The member must use
such separate MPID to report all transactions executed within the ATS
dark pool to a TRF(s). The member shall not use such separate MPID to
report any transaction that is not executed within the ATS dark pool,
including, e.g., trades that are routed out by the ATS dark pool. The
member cannot obtain more than one MPID under proposed paragraph (c)
for purposes of reporting transactions executed within a single ATS
dark pool. In addition, any member that operates multiple ATS dark
pools and opts to have each ATS dark pool participate in the proposed
program must obtain a separate MPID for each ATS dark pool; the member
cannot use a single MPID to report transactions executed within
multiple ATS dark pools. Members that opt to have their volume included
in the published data must have policies and procedures in place to
ensure that trades reported with a separate MPID obtained under
proposed Rule 6160(c) are restricted to trades executed within the ATS
dark pool.
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\10\ Today, a broker-dealer that operates an ATS dark pool may
report trades executed within the ATS using the same MPID that it
uses for transactions it executes in other areas of its business
(including, e.g., other ATSs it operates). As a result, it would not
be possible to determine from the trade reporting data which trades
were executed within the ATS dark pool as opposed to other areas of
the broker-dealer's business. An ATS dark pool using such a ``multi-
purpose'' MPID would be ineligible to opt in to the proposed program
for publication of ATS dark pool volume.
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If a member designates a separate MPID for dark pool transaction
reporting for purposes of the proposed program, then all transactions
reported under such MPID will be included in the published ATS dark
pool volume, irrespective of whether the member reports to a single TRF
or multiple TRFs.\11\ Because a member that opts in to the proposed
program may report transactions executed within its ATS dark pool to
more than one TRF, the data published on one Business Member's Web site
may not reflect 100% of that member's volume. Interested parties would
need to consult all Business Members' Web sites to see the total volume
for any given ATS dark pool, and the Business Members will make
prominent disclosure to this effect on their Web sites. The proposed
Supplementary Material also would clarify that the Business Members
will make such disclosure.
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\11\ In other words, once a member has opted in to the program,
100% of its ATS dark pool transactions must be reported under a
single MPID to one or more TRFs (the member can choose to report to
a single TRF or multiple TRFs) and 100% of the member's volume will
be published. Because the ADF does not offer a program to publish
dark pool transaction data, the member would be prohibited from
reporting to the ADF in this instance.
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Pursuant to the proposed Supplementary Material, a member operating
an ATS dark pool must certify in writing to FINRA that (1) the member
is affirmatively opting in for purposes of having its dark pool
transaction data included in the published data and acknowledges that
its data may be presented as an overall percentage volume only or may
be broken down by security; (2) the member meets the definition of ATS
dark pool in proposed Rule 6160(c); and (3) the member has obtained a
separate MPID that will be used exclusively for reporting its dark pool
transactions as required by proposed Rule 6160(c). The member will be
required to identify to FINRA the MPID (or MPIDs, if the member
operates more than one ATS dark pool and opts to have each ATS dark
pool participate in the proposed program) that should be aggregated in
the published volume.
The proposed requirements relating to the establishment and use of
separate MPIDs for purposes of dark pool
[[Page 3770]]
transaction reporting will ensure that the published volume is limited
to the member's dark pool activity. In addition to these requirements,
FINRA has established certain other parameters to minimize the risk of
double counting and ensure the accuracy and reliability of the
published data. The data posted on each TRF Business Member's Web site
will show the trading volume reported to the respective TRF only and
will not include transactions reported to or counted by another venue,
e.g., another TRF. Only transactions that are reported for purposes of
publication will be included in the published data (i.e., ``non-tape''
regulatory or clearing-only reports will not be included in the
aggregate volume). In addition, there will be no double counting of
trade volume (i.e., a 1,000 share trade reported for publication
purposes will not be counted as 2,000 shares to reflect 1,000 shares on
the buy side and 1,000 shares on the sell side).
FINRA notes that members will not be charged a fee for having their
ATS dark pool data included in the published aggregate daily trading
volume data. Additionally, no TRF Business Member will charge a fee to
view the aggregate daily trading volume data posted on its Web site.
The proposed rule change will be effective upon Commission
approval.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(6) of the Act,\12\ which requires, among
other things, that FINRA rules must be designed to prevent fraudulent
and manipulative acts and practices, to promote just and equitable
principles of trade, and, in general, to protect investors and the
public interest. FINRA believes that by providing additional market
data relating to ATS dark pools, the proposed rule change will increase
market transparency of trading volumes within those ATS dark pools that
choose to participate.
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\12\ 15 U.S.C. 78o-3(b)(6).
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FINRA also believes that distribution of this data is consistent
with Rule 603(a) of Regulation NMS, which requires, among other things,
that distributions of certain data by FINRA not be unreasonably
discriminatory.\13\ FINRA, through its TRF Limited Liability Companies,
will distribute certain data to the Business Members so that the
Business Members may publish, after the close of trading, aggregate
daily trading volume data for trades executed within participating ATS
dark pools. FINRA is making such data available to the Business Members
and the Business Members will make the data widely available to the
public at no cost. Because the data that FINRA is proposing to
distribute to the Business Members will be published by each Business
Member on its Web site in a widely disseminated and easily accessible
manner, the proposal is not unreasonably discriminatory. In addition,
the benefit to the marketplace of increased transparency regarding dark
pool transaction volume, together with the readily accessible manner in
which this reference data will be made available by the Business
Members, offers compelling justification for the proposed program to
publish ATS dark pool data.
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\13\ See Rule 603(a)(2) of Regulation NMS.
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B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA does not believe that the proposed rule change will result in
any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
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 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-FINRA-2010-001 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-FINRA-2010-001. 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 FINRA. 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-FINRA-2010-001 and should be
submitted on or before February 12, 2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-1145 Filed 1-21-10; 8:45 am]
BILLING CODE 8011-01-P