Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing of a Proposed Rule Change and Amendment No. 1 Thereto To Establish a New Service and Related Fees, 29371-29374 [2010-12495]
Download as PDF
29371
Federal Register / Vol. 75, No. 100 / Tuesday, May 25, 2010 / Notices
Percent
Non-Profit Organizations Without Credit Available Elsewhere .....................................
3.000
The number assigned to this disaster
for physical damage is 12188B and for
economic injury is 12189B.
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
James E. Rivera,
Associate Administrator for Disaster
Assistance.
[FR Doc. 2010–12465 Filed 5–24–10; 8:45 am]
BILLING CODE 8025–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #12186 and #12187]
Mississippi Disaster #MS–00037
AGENCY: U.S. Small Business
Administration.
ACTION: Notice.
This is a Notice of the
Presidential declaration of a major
disaster for the State of Mississippi
(FEMA–1916–DR), dated 05/14/2010.
Incident: Severe Storms, Tornadoes,
and Flooding.
Incident Period: 05/01/2010 through
05/02/2010.
DATES: Effective Date: 05/14/2010.
Physical Loan Application Deadline
Date: 07/13/2010.
Economic Injury (Eidl) Loan
Application Deadline Date: 02/14/2011.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
President’s major disaster declaration on
05/14/2010, applications for disaster
loans may be filed at the address listed
above or other locally announced
locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties (Physical Damage and
Economic Injury Loans): Alcorn,
Benton, Lafayette, Tippah,
Tishomingo.
Contiguous Counties (Economic Injury
Loans Only):
Mississippi: Calhoun, Itawamba,
srobinson on DSKHWCL6B1PROD with NOTICES
SUMMARY:
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Marshall, Panola, Pontotoc,
Prentiss, Tate, Union, Yalobusha.
Alabama: Colbert, Franklin,
Lauderdale.
Tennessee: Fayette, Hardeman,
Hardin, Mcnairy.
The Interest Rates are:
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
Administrator’s disaster declaration,
applications for disaster loans may be
filed at the address listed above or other
Percent
locally announced locations.
The following areas have been
determined to be adversely affected by
5.500 the disaster:
Primary Counties: Darlington.
2.750 Contiguous Counties: South Carolina:
Chesterfield, Florence, Kershaw, Lee,
6.000
Marlboro.
The Interest Rates are:
For Physical Damage:
Homeowners With Credit Available Elsewhere ......................
Homeowners Without Credit
Available Elsewhere ..............
Businesses With Credit Available Elsewhere ......................
Businesses
Without
Credit
Available Elsewhere ..............
Non-Profit Organizations With
Credit Available Elsewhere ...
Non-Profit Organizations Without Credit Available Elsewhere .....................................
For Economic Injury:
Businesses & Small Agricultural
Cooperatives Without Credit
Available Elsewhere ..............
Non-Profit Organizations Without Credit Available Elsewhere .....................................
4.000
3.000
4.000
3.000
The number assigned to this disaster
for physical damage is 12186B and for
economic injury is 121870.
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
James E. Rivera,
Associate Administrator for Disaster
Assistance.
[FR Doc. 2010–12467 Filed 5–24–10; 8:45 am]
BILLING CODE 8025–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #12175 and #12176]
South Carolina Disaster #SC–00011
AGENCY: U.S. Small Business
Administration.
ACTION: Notice.
Frm 00069
Fmt 4703
Sfmt 4703
For Physical Damage:
Homeowners With Credit Available Elsewhere ......................
Homeowners Without Credit
Available Elsewhere ..............
Businesses With Credit Available Elsewhere ......................
Businesses
Without
Credit
Available Elsewhere ..............
Non-Profit Organizations With
Credit Available Elsewhere ...
Non-Profit Organizations Without Credit Available Elsewhere .....................................
For Economic Injury:
Businesses & Small Agricultural
Cooperatives Without Credit
Available Elsewhere ..............
Non-Profit Organizations Without Credit Available Elsewhere .....................................
5.500
2.750
6.000
4.000
3.625
3.000
4.000
3.000
The number assigned to this disaster
for physical damage is 12175 C and for
economic injury is 121760.
The States which received an EIDL
Declaration # are: South Carolina.
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
Dated: May 14, 2010.
Karen G. Mills,
Administrator.
SUMMARY: This is a notice of an
Administrative declaration of a disaster
for the State of South Carolina dated 05/
14/2010.
Incident: Tornadoes.
Incident Period: 04/25/2010.
Effective Date: 05/14/2010.
Physical Loan Application Deadline
Date: 07/13/2010.
Economic Injury (EIDL) Loan
Application Deadline Date: 02/14/2011.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
PO 00000
Percent
3.625
[FR Doc. 2010–12469 Filed 5–24–10; 8:45 am]
BILLING CODE 8025–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62112; File No. SR–
NASDAQ–2010–052]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing of a Proposed Rule Change and
Amendment No. 1 Thereto To Establish
a New Service and Related Fees
May 14, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
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29372
Federal Register / Vol. 75, No. 100 / Tuesday, May 25, 2010 / Notices
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on April 26,
2010, The NASDAQ Stock Market LLC
(‘‘Nasdaq’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by Nasdaq. On May
13, 2010, the Exchange filed
Amendment No. 1. The Commission is
publishing this notice to solicit
comments on the proposed rule change,
as amended, from interested persons.
srobinson on DSKHWCL6B1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Nasdaq is proposing to establish a
new service and related fees. The
Nasdaq Short Sale Volume and Monthly
Short Sale Transaction files (the
‘‘Service’’) will establish a product that
is comprised of aggregate reported share
volume of executed short sale trades
during regular market hours on a daily
basis, as well as every short sale
executed on the Nasdaq execution
system and reported to a consolidated
tape for Nasdaq, the New York Stock
Exchange (‘‘NYSE’’) and regional
exchange-listed securities, including the
price of the trade and the number of
shares for every short sale transaction,
on a monthly basis, separated into daily
files.
The text of the proposed rule change
is below. Proposed new language is
italicized and proposed deletions are in
brackets.
*
*
*
*
*
7051. Nasdaq Daily Short Volume and
Monthly Short Sale Transaction Files
(a) Daily Short Sale Volume files
reflect the aggregate number of shares
executed on the Nasdaq market during
regular trading hours on a daily basis.
At the security level, Nasdaq will show
the volume for executed short sale
trades, as well as the total trading
volume for the Nasdaq market. The file
will include short sale data for Nasdaq,
NYSE and regional exchange-listed
securities.
(b) Monthly Short Sale Transaction
files provide a trade-by-trade record of
all short sales executed on the Nasdaq
execution system and reported to a
consolidated tape in Nasdaq, NYSE and
regional exchange-listed securities. The
file will be provided on a monthly basis,
separated into daily files. Historical
monthly files are available back to
August 2005.
(c) Distributor Fees
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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(1) The fee for each Distributor of the
Short Sale Data Product described in
paragraphs (a) and (b) above is $500 per
month, which allows the distributor
access to the downloadable FTP files
and to distribute such files internally
and externally.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
Nasdaq 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. Nasdaq 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 establish the new
Service and related fees that will
provide subscribers with market
information and increased market
transparency that will help bolster
investor confidence. Nasdaq believes
that in creating these data products it
will be addressing the market demand
for: (i) A short sale product that is
comprised of aggregate reported share
volume of executed short sale trades
during regular market hours on a daily
basis; and (ii) every short sale executed
on the Nasdaq execution system and
reported to a consolidated tape for
Nasdaq, NYSE and regional exchangelisted securities, including the price of
the trade and the number of shares for
every short sale transaction, on a
monthly basis, separated into daily files.
Nasdaq proposes to offer the Service
at $500 per subscriber, per month,
which allows a distributor access to the
downloadable FTP files and to
distribute internally and externally. Use
of the Service is voluntary. The
proposed fee will be applied to offset
the costs associated with establishing
the Service, responding to customer
requests, configuring Nasdaq’s systems,
programming to user specifications, and
administering the service, among other
things. To the extent that costs are
covered by the proposed fee, the
proposed fee may also provide Nasdaq
with a profit.
PO 00000
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2. Statutory Basis
Nasdaq believes that the proposed
rule change is consistent with the
provisions of Section 6 of the Act,3 in
general, and Section 6(b)(4) of the Act,4
in particular, in that it provides an
equitable allocation of reasonable fees
among users and recipients of Nasdaq
data. In adopting Regulation NMS, the
Commission granted self-regulatory
organizations and broker-dealers
increased authority and flexibility to
offer new and unique market data to the
public. It was believed that this
authority would expand the amount of
data available to consumers, and also
spur innovation and competition for the
provision of market data.
The Short Sale market data products
proposed here appear to be precisely the
sort of market data product that the
Commission envisioned when it
adopted Regulation NMS. The
Commission concluded that Regulation
NMS—by deregulating the market in
proprietary data—would itself further
the Act’s goals of facilitating efficiency
and competition:
[E]fficiency is promoted when brokerdealers who do not need the data beyond the
prices, sizes, market center identifications of
the NBBO and consolidated last sale
information are not required to receive (and
pay for) such data. The Commission also
believes that efficiency is promoted when
broker-dealers may choose to receive (and
pay for) additional market data based on their
own internal analysis of the need for such
data.5
By removing ‘‘unnecessary regulatory
restrictions’’ on the ability of exchanges
to sell their own data, Regulation NMS
advanced the goals of the Act and the
principles reflected in its legislative
history. If the free market should
determine whether, proprietary data is
sold to broker-dealers at all, it follows
that the price at which such data is sold
should be set by the market as well.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Nasdaq 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.
As the Commission has recognized,6 the
market for transaction execution and
routing services is highly competitive,
and the market for proprietary data
products is complementary to it, since
3 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
5 Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496 (June 29, 2005).
6 Securities Exchange Act Release No. 59039
(December 2, 2008), 73 FR 74770 (December 9,
2008) (SR–NYSEArca–2006–21).
4 15
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srobinson on DSKHWCL6B1PROD with NOTICES
Federal Register / Vol. 75, No. 100 / Tuesday, May 25, 2010 / Notices
the ultimate goal of such products is to
attract further order flow to an
exchange. Thus, exchanges lack the
ability to set fees for executions or data
at inappropriately high levels. Order
flow is immediately transportable to
other venues in response to differences
in cost or value. Similarly, if data fees
are set at inappropriate levels,
customers that control order flow will
not make use of the data and will be
more inclined to send order flow to
exchanges providing data at fees they
consider more reasonable.
The market for proprietary data
products is currently competitive and
inherently contestable because there is
fierce competition for the inputs
necessary to the creation of proprietary
data and strict pricing discipline for the
proprietary products themselves.
Numerous exchanges compete with
each other for listings, trades, and
market data itself, providing virtually
limitless opportunities for entrepreneurs
who wish to produce and distribute
their own market data. This proprietary
data is produced by each individual
exchange, as well as other entities, in a
vigorously competitive market.
With regard to the market for
executions, broker-dealers currently
have numerous alternative venues for
their order flow, including multiple
competing self-regulatory organization
(‘‘SRO’’) markets, as well as brokerdealers (‘‘BDs’’) and aggregators such as
the Direct Edge and LavaFlow electronic
communications network (‘‘ECN’’). Each
SRO market competes to produce
transaction reports via trade executions,
and FINRA-regulated Trade Reporting
Facilities (‘‘TRFs’’) compete to attract
internalized transaction reports. It is
common for BDs to further and exploit
this competition by sending their order
flow and transaction reports to multiple
markets, rather than providing them all
to a single market.
Competitive markets for order flow,
executions, and transaction reports
provide pricing discipline for the inputs
of proprietary data products. The large
number of SROs, TRFs, and ECNs that
currently produce proprietary data or
are currently capable of producing it
provides further pricing discipline for
proprietary data products. Each SRO,
TRF, ECN and BD is currently permitted
to produce proprietary data products,
and many currently do or have
announced plans to do so, including
Nasdaq, NYSE, Alternext, NYSEArca,
and BATS.
Any ECN or BD can combine with any
other ECN, broker-dealer, or multiple
ECNs or BDs to produce jointly
proprietary data products. Additionally,
non-BDs such as order routers like
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LAVA, as well as market data vendors
can facilitate single or multiple brokerdealers’ production of proprietary data
products. The potential sources of
proprietary products are virtually
limitless.
The fact that proprietary data from
ECNs, BDs, and vendors can by-pass
SROs is significant in two respects.
First, non-SROs can compete directly
with SROs for the production and
distribution of proprietary data
products, as Archipelago and BATS
Trading did prior to registering as SROs.
Second, because a single order or
transaction report can appear in an SRO
proprietary product, a non-SRO
proprietary product, or both, the data
available in proprietary products is
exponentially greater than the actual
number of orders and transaction
reports that exist in the marketplace
writ large.
Market data vendors provide another
form of price discipline for proprietary
data products because they control the
primary means of access to end users.
Although their business models may
differ, vendors exercise pricing
discipline because they can simply
refuse to purchase any proprietary data
product that fails to provide sufficient
value. Nasdaq and other producers of
proprietary data products must
understand and respond to these
varying business models and pricing
disciplines in order to successfully
market proprietary data products.
In addition to the competition and
price discipline described above, the
market for proprietary data products is
also highly contestable because market
entry is rapid, inexpensive, and
profitable. The history of electronic
trading is replete with examples of
entrants that swiftly grew into some of
the largest electronic trading platforms
and proprietary data producers:
Archipelago, Bloomberg Tradebook,
Island, RediBook, Attain, TracECN, and
BATS Trading. Today, BATS publishes
its data at no charge on its Web site in
order to attract order flow, and it uses
market data revenue rebates from the
resulting executions to maintain low
execution charges for its users.7 Several
ECNs have existed profitably for many
years with a minimal share of trading,
including Bloomberg Tradebook and
LavaFlow.
7 However, on April 9, 2010 the Commission
approved [sic] BATS proposed rule change to begin
offering and charging for three new data products,
which include BATS Last Sale Feed, BATS
Historical Data Products, and a data product called
BATS Market Insight. See Securities Exchange Act
Release No. 61885 (April 9, 2010), 75 FR 20018
(April 16, 2010).
PO 00000
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29373
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 rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2010–052 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–2010–052. 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
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29374
Federal Register / Vol. 75, No. 100 / Tuesday, May 25, 2010 / Notices
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing 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 such filing
also will be available for Web site
viewing and copying at the principal
office of Nasdaq. 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
publicly available. All submissions
should refer to File Number SR–
NASDAQ–2010–052 and should be
submitted on or before June 15, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–12495 Filed 5–24–10; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62119; File No. SR–DTC–
2010–08]
Self-Regulatory Organizations; The
Depository Trust Company; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Revise Its
Procedures Regarding the Participant
Tender Offer Program Function
srobinson on DSKHWCL6B1PROD with NOTICES
May 18, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 notice is hereby given that on
April 29, 2010, The Depository Trust
Company (‘‘DTC’’) 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 primarily by DTC. DTC filed
the proposal pursuant to Section
19(b)(3)(A)(iii) of the Act 2 and Rule
19b–4(f)(4) 3 thereunder so that the
proposal was effective upon filing with
the Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
8 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78s(b)(3)(A)(iii).
3 17 CFR 240.19b–4(f)(4).
1 15
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The purpose of the proposed rule
change is to revise DTC’s Procedures
regarding the Participant Tender Offer
Program function.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
DTC 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. DTC has prepared
summaries, set forth in sections (A), (B)
and (C) below, of the most significant
aspects of such statements.4
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
DTC distributes information to
Participants regarding the
reorganization activity that it handles.5
Upon receiving notice of such
reorganization activity, Participants may
use DTC’s Participant Tender Offer
Program (‘‘PTOP’’) function to elect
participation in the reorganization event
and to place related instructions for
DTC to process. Current examples of
reorganization activity managed through
the PTOP function include the
processing of voluntary corporate
actions, tenders and exchanges, cash
conversions, and mandatory event
processing of mergers with elections.
In an effort to promote the use of a
streamlined and efficient process for
making elections regarding corporate
action events, DTC proposes updating
its Procedures to reflect that Participants
may use the PTOP function to facilitate
the processing of corporate action
events that DTC deems appropriate.6
Because of the large number of
corporate action events in which
Participants may make elections, DTC
believes the ability to process such
events through the PTOP function
would provide Participants with the
4 The Commission has modified the text of the
summaries prepared by DTC.
5 Generally, this information is distributed
through the Participant Tender Offer Program
Function (‘‘PTOP’’) or the Reorganization Inquiry for
Participants (‘‘RIPS’’) function of the Participant
Terminal System (‘‘PTS’’).
6 The proposed changes to DTC’s Procedures can
be found in Exhibit 5 to proposed rule change SR–
DTC–2010–08 at https://www.dtcc.com/downloads/
legal/rule_filings/2010/dtc/2010-08.pdf.
PO 00000
Frm 00072
Fmt 4703
Sfmt 4703
efficiency benefits that result from
automation. For instance, Participants
could identify appropriate tax treatment
prior to allocation which would help
decrease alternative reliance on the
reclaim process. DTC believes this
proposal would also offer greater
automation and efficiency to consent
solicitation collection, which is
currently a manual and paper-driven
process.
DTC believes the proposed rule
change is consistent with the
requirements of Section 17A of the Act 7
and the rules and regulations
thereunder applicable to DTC because
the proposed rule change promotes
efficiencies in the clearance and
settlement of securities transactions by
revising DTC’s Procedures to promote
use of the PTOP function for elections
in corporate action events.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
DTC does not believe that the
proposed rule change will have any
impact or impose any burden on
competition.
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments relating to the
proposed rule change have not yet been
solicited or received. DTC will notify
the Commission of any written
comments received by DTC.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(iii) of the Act 8 and Rule
19b–4(f)(4) 9 thereunder because the
proposed rule change effects a change in
an existing service of a registered
clearing agency that: (i) Does not
adversely affect the safeguarding of
securities or funds in the custody or
control of the clearing agency or for
which it is responsible and (ii) does not
significantly affect the respective rights
or obligations of the clearing agency or
persons using the service. At any time
within sixty days of the filing of such
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
7 15
U.S.C. 78q–1.
U.S.C. 78s(b)(3)(A)(iii).
9 17 CFR 240.19b–4(f)(4).
8 15
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Agencies
[Federal Register Volume 75, Number 100 (Tuesday, May 25, 2010)]
[Notices]
[Pages 29371-29374]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-12495]
=======================================================================
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-62112; File No. SR-NASDAQ-2010-052]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing of a Proposed Rule Change and Amendment No. 1 Thereto
To Establish a New Service and Related Fees
May 14, 2010.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
[[Page 29372]]
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on April 26, 2010, The NASDAQ Stock Market LLC (``Nasdaq'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by Nasdaq. On May 13,
2010, the Exchange filed Amendment No. 1. The Commission is publishing
this notice to solicit comments on the proposed rule change, as
amended, 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
Nasdaq is proposing to establish a new service and related fees.
The Nasdaq Short Sale Volume and Monthly Short Sale Transaction files
(the ``Service'') will establish a product that is comprised of
aggregate reported share volume of executed short sale trades during
regular market hours on a daily basis, as well as every short sale
executed on the Nasdaq execution system and reported to a consolidated
tape for Nasdaq, the New York Stock Exchange (``NYSE'') and regional
exchange-listed securities, including the price of the trade and the
number of shares for every short sale transaction, on a monthly basis,
separated into daily files.
The text of the proposed rule change is below. Proposed new
language is italicized and proposed deletions are in brackets.
* * * * *
7051. Nasdaq Daily Short Volume and Monthly Short Sale Transaction
Files
(a) Daily Short Sale Volume files reflect the aggregate number of
shares executed on the Nasdaq market during regular trading hours on a
daily basis. At the security level, Nasdaq will show the volume for
executed short sale trades, as well as the total trading volume for the
Nasdaq market. The file will include short sale data for Nasdaq, NYSE
and regional exchange-listed securities.
(b) Monthly Short Sale Transaction files provide a trade-by-trade
record of all short sales executed on the Nasdaq execution system and
reported to a consolidated tape in Nasdaq, NYSE and regional exchange-
listed securities. The file will be provided on a monthly basis,
separated into daily files. Historical monthly files are available back
to August 2005.
(c) Distributor Fees
(1) The fee for each Distributor of the Short Sale Data Product
described in paragraphs (a) and (b) above is $500 per month, which
allows the distributor access to the downloadable FTP files and to
distribute such files internally and externally.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, Nasdaq 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. Nasdaq 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 establish the new Service and related fees that
will provide subscribers with market information and increased market
transparency that will help bolster investor confidence. Nasdaq
believes that in creating these data products it will be addressing the
market demand for: (i) A short sale product that is comprised of
aggregate reported share volume of executed short sale trades during
regular market hours on a daily basis; and (ii) every short sale
executed on the Nasdaq execution system and reported to a consolidated
tape for Nasdaq, NYSE and regional exchange-listed securities,
including the price of the trade and the number of shares for every
short sale transaction, on a monthly basis, separated into daily files.
Nasdaq proposes to offer the Service at $500 per subscriber, per
month, which allows a distributor access to the downloadable FTP files
and to distribute internally and externally. Use of the Service is
voluntary. The proposed fee will be applied to offset the costs
associated with establishing the Service, responding to customer
requests, configuring Nasdaq's systems, programming to user
specifications, and administering the service, among other things. To
the extent that costs are covered by the proposed fee, the proposed fee
may also provide Nasdaq with a profit.
2. Statutory Basis
Nasdaq believes that the proposed rule change is consistent with
the provisions of Section 6 of the Act,\3\ in general, and Section
6(b)(4) of the Act,\4\ in particular, in that it provides an equitable
allocation of reasonable fees among users and recipients of Nasdaq
data. In adopting Regulation NMS, the Commission granted self-
regulatory organizations and broker-dealers increased authority and
flexibility to offer new and unique market data to the public. It was
believed that this authority would expand the amount of data available
to consumers, and also spur innovation and competition for the
provision of market data.
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\3\ 15 U.S.C. 78f.
\4\ 15 U.S.C. 78f(b)(4).
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The Short Sale market data products proposed here appear to be
precisely the sort of market data product that the Commission
envisioned when it adopted Regulation NMS. The Commission concluded
that Regulation NMS--by deregulating the market in proprietary data--
would itself further the Act's goals of facilitating efficiency and
competition:
[E]fficiency is promoted when broker-dealers who do not need the
data beyond the prices, sizes, market center identifications of the
NBBO and consolidated last sale information are not required to
receive (and pay for) such data. The Commission also believes that
efficiency is promoted when broker-dealers may choose to receive
(and pay for) additional market data based on their own internal
analysis of the need for such data.\5\
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\5\ Securities Exchange Act Release No. 51808 (June 9, 2005), 70
FR 37496 (June 29, 2005).
By removing ``unnecessary regulatory restrictions'' on the ability
of exchanges to sell their own data, Regulation NMS advanced the goals
of the Act and the principles reflected in its legislative history. If
the free market should determine whether, proprietary data is sold to
broker-dealers at all, it follows that the price at which such data is
sold should be set by the market as well.
B. Self-Regulatory Organization's Statement on Burden on Competition
Nasdaq 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. As the Commission
has recognized,\6\ the market for transaction execution and routing
services is highly competitive, and the market for proprietary data
products is complementary to it, since
[[Page 29373]]
the ultimate goal of such products is to attract further order flow to
an exchange. Thus, exchanges lack the ability to set fees for
executions or data at inappropriately high levels. Order flow is
immediately transportable to other venues in response to differences in
cost or value. Similarly, if data fees are set at inappropriate levels,
customers that control order flow will not make use of the data and
will be more inclined to send order flow to exchanges providing data at
fees they consider more reasonable.
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\6\ Securities Exchange Act Release No. 59039 (December 2,
2008), 73 FR 74770 (December 9, 2008) (SR-NYSEArca-2006-21).
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The market for proprietary data products is currently competitive
and inherently contestable because there is fierce competition for the
inputs necessary to the creation of proprietary data and strict pricing
discipline for the proprietary products themselves. Numerous exchanges
compete with each other for listings, trades, and market data itself,
providing virtually limitless opportunities for entrepreneurs who wish
to produce and distribute their own market data. This proprietary data
is produced by each individual exchange, as well as other entities, in
a vigorously competitive market.
With regard to the market for executions, broker-dealers currently
have numerous alternative venues for their order flow, including
multiple competing self-regulatory organization (``SRO'') markets, as
well as broker-dealers (``BDs'') and aggregators such as the Direct
Edge and LavaFlow electronic communications network (``ECN''). Each SRO
market competes to produce transaction reports via trade executions,
and FINRA-regulated Trade Reporting Facilities (``TRFs'') compete to
attract internalized transaction reports. It is common for BDs to
further and exploit this competition by sending their order flow and
transaction reports to multiple markets, rather than providing them all
to a single market.
Competitive markets for order flow, executions, and transaction
reports provide pricing discipline for the inputs of proprietary data
products. The large number of SROs, TRFs, and ECNs that currently
produce proprietary data or are currently capable of producing it
provides further pricing discipline for proprietary data products. Each
SRO, TRF, ECN and BD is currently permitted to produce proprietary data
products, and many currently do or have announced plans to do so,
including Nasdaq, NYSE, Alternext, NYSEArca, and BATS.
Any ECN or BD can combine with any other ECN, broker-dealer, or
multiple ECNs or BDs to produce jointly proprietary data products.
Additionally, non-BDs such as order routers like LAVA, as well as
market data vendors can facilitate single or multiple broker-dealers'
production of proprietary data products. The potential sources of
proprietary products are virtually limitless.
The fact that proprietary data from ECNs, BDs, and vendors can by-
pass SROs is significant in two respects. First, non-SROs can compete
directly with SROs for the production and distribution of proprietary
data products, as Archipelago and BATS Trading did prior to registering
as SROs. Second, because a single order or transaction report can
appear in an SRO proprietary product, a non-SRO proprietary product, or
both, the data available in proprietary products is exponentially
greater than the actual number of orders and transaction reports that
exist in the marketplace writ large.
Market data vendors provide another form of price discipline for
proprietary data products because they control the primary means of
access to end users. Although their business models may differ, vendors
exercise pricing discipline because they can simply refuse to purchase
any proprietary data product that fails to provide sufficient value.
Nasdaq and other producers of proprietary data products must understand
and respond to these varying business models and pricing disciplines in
order to successfully market proprietary data products.
In addition to the competition and price discipline described
above, the market for proprietary data products is also highly
contestable because market entry is rapid, inexpensive, and profitable.
The history of electronic trading is replete with examples of entrants
that swiftly grew into some of the largest electronic trading platforms
and proprietary data producers: Archipelago, Bloomberg Tradebook,
Island, RediBook, Attain, TracECN, and BATS Trading. Today, BATS
publishes its data at no charge on its Web site in order to attract
order flow, and it uses market data revenue rebates from the resulting
executions to maintain low execution charges for its users.\7\ Several
ECNs have existed profitably for many years with a minimal share of
trading, including Bloomberg Tradebook and LavaFlow.
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\7\ However, on April 9, 2010 the Commission approved [sic] BATS
proposed rule change to begin offering and charging for three new
data products, which include BATS Last Sale Feed, BATS Historical
Data Products, and a data product called BATS Market Insight. See
Securities Exchange Act Release No. 61885 (April 9, 2010), 75 FR
20018 (April 16, 2010).
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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-NASDAQ-2010-052 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-2010-052. 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
[[Page 29374]]
those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing 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 such filing also will be available for Web
site viewing and copying at the principal office of Nasdaq. 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 publicly available. All
submissions should refer to File Number SR-NASDAQ-2010-052 and should
be submitted on or before June 15, 2010.
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. 2010-12495 Filed 5-24-10; 8:45 am]
BILLING CODE 8010-01-P