Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing of Proposed Rule Change, as Modified by Amendment No. 1, Amending NYSE Arca Equities Rule 7.10 Relating to Clearly Erroneous Executions, 37494-37497 [2010-15747]
Download as PDF
37494
Federal Register / Vol. 75, No. 124 / Tuesday, June 29, 2010 / Notices
emcdonald on DSK2BSOYB1PROD with NOTICES4
proposal is reasonably designed to
minimize access fee gaming, as it
prevents the access fee from exceeding
the minimum quoting increment.
Finally, the Commission finds that
FINRA’s proposal to adopt a limit order
display rule is consistent with the Act.
With certain exceptions, the proposal
requires a market maker displaying a
priced quote in an inter-dealer quotation
system to immediately display a
customer limit order that it receives that
(1) improves the price of the bid or offer
displayed by the market maker, or (2)
improves the size of its bid or offer by
more than a de minimis amount where
it is priced equal to the best bid or offer
in the inter-dealer quotation system
where the market maker is quoting. The
Commission believes that extending
limit order display requirements to OTC
Equity Securities is reasonably designed
to increase transparency in the market
for OTC Equity Securities. As it has
previously stated, the Commission
believes that limit orders are a valuable
component of price discovery, and that
uniformly requiring display of such
orders will encourage tighter, deeper,
and more efficient markets.109
Commenters generally supported the
proposed limit order display
requirement, although some
commenters requested certain
clarifications and modifications. In
response to comments, FINRA noted in
Amendment No. 1 that its proposed
limit order display rule would not
require display of customer orders that
would result in a violation of the
minimum quotation size tiers prescribed
in FINRA Rule 6450 (Minimum
Quotation Size Requirements For OTC
Equity Securities).110 FINRA also
proposed a new exception for limit
orders priced less than $0.0001 per
share, consistent with the changes made
to proposed FINRA Rule 6434
prohibiting the display of a bid or offer,
order, or indication of interest in any
OTC Equity Security priced less than
$0.0001 per share.111
One commenter expressed concern
that the proposed limit order display
rule would apply only to OTC marketmakers, rather than to all broker-dealers
displaying a priced quotation in an
inter-dealer quotation system or ECN,
which could lead to a reduction in
109 See Limit Order Display Release, supra note
100, 61 FR at 48294. Rule 11Ac1–4, which was
adopted prior to the approval of The Nasdaq Stock
Market as a national securities exchange, applied
generally to exchange specialists and Nasdaq
market makers. Rule 11Ac1–4 was subsequently
redesignated as Rule 604 under Regulation NMS.
See NMS Adopting Release, supra note 98.
110 See Amended Notice, supra note 7.
111 See id.
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quotation activity in OTC Equity
Securities. The Commission notes that
FINRA’s limit order display proposal
acknowledges the role that market
makers traditionally have played in
providing price discovery and liquidity
to the OTC Equity Securities market.
Further, in response to commenters’
concerns that market makers be
permitted greater discretion to display
only a portion of a customer limit order,
FINRA noted that, where the member
believes that a customer would be best
served by not displaying the full size of
a limit order, the member is free to
obtain the customer’s consent to refrain
from displaying such customer’s order,
as permitted by a proposed exception to
the limit order display requirement. As
it has previously stated, the Commission
believes that the presumption of limit
order display is the proper approach.112
The Commission further believes that
FINRA’s limit order display proposal
marks a positive step in efforts to
improve the transparency of OTC Equity
Securities and the handling of customer
limit orders in this market sector.
VIII. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act, that the
proposed rule change (SR–FINRA–
2009–054), as modified by Amendment
No. 1 thereto, be, and hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.113
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–15707 Filed 6–28–10; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–62335; File No. SR–
NYSEArca–2010–58]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Proposed
Rule Change, as Modified by
Amendment No. 1, Amending NYSE
Arca Equities Rule 7.10 Relating to
Clearly Erroneous Executions
June 21, 2010.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on June 17,
2010, NYSE Arca, Inc. (the ‘‘Exchange’’
or ‘‘NYSE Arca’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. On June 18, 2010, the
Exchange submitted Amendment No. 1
to the proposed rule change. The
Commission is publishing this notice to
solicit comments on the proposed rule
change, as amended, from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
NYSE Arca Equities Rule 7.10 relating
to clearly erroneous executions. The text
of the proposed rule change is available
at the Commission’s Web site at https://
www.sec.gov, at the Exchange, the
Commission’s Public Reference Room,
and https://www.nyse.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
112 See Limit Order Display Release, supra note
100, 61 FR at 48301 (stating ‘‘[t]he Commission
believes that the rule appropriately establishes a
presumption that limit orders should be displayed,
unless such orders are of block size, the customer
requests that its order not be displayed, or one of
the exceptions to the rule applies. The exception
allowing a customer to request that its limit order
not be displayed gives the customer ultimate
control in determining whether to trust the display
of the limit order to the discretion of a market
professional, or to display the order either in full,
or in part, to other potential market interest.’’).
113 17 CFR 200.30–3(a)(12).
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In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
emcdonald on DSK2BSOYB1PROD with NOTICES4
1. Purpose
The Exchange is proposing to amend
NYSE Arca Equities Rule 7.10, entitled
Clearly Erroneous Executions. First, the
Exchange proposes replacing existing
paragraph (c)(2) of Rule 7.10, entitled
‘‘Unusual Circumstances and Joint
Market Rulings’’ with a new paragraph,
entitled ‘‘Multi-Stock Events Involving
Twenty or More Securities.’’ Second, the
Exchange proposes replacing existing
paragraph (c)(4) of Rule 7.10, entitled
‘‘Numerical Guidelines Applicable to
Volatile Market Opens’’ with a new
paragraph, entitled ‘‘Individual Security
Trading Pauses.’’ Third, the Exchange is
proposing changes to existing
paragraphs (f) and (g) of Rule 7.10 to
eliminate the ability of the Exchange to
deviate from the Numerical Guidelines
contained in paragraph (c)(1) (other than
under limited circumstances set forth in
paragraph (f)) when deciding which
transactions will be reviewed by the
Exchange as potentially clearly
erroneous. Finally, the Exchange
proposes modifications to paragraphs
(c)(1), (c)(3), and (e) of Rule 7.10
consistent with the proposed changes to
paragraphs (c)(2) and (c)(4).
The Exchange is proposing the rule
changes described below in consultation
with other markets and Commission
staff to provide for uniform treatment:
(1) Of clearly erroneous execution
reviews in Multi-Stock Events involving
twenty or more securities; and (2) in the
event transactions occur that result in
the issuance of an individual security
trading pause by the primary market
and subsequent transactions that occur
before the trading pause is in effect on
the Exchange. The Exchange has also
proposed additional changes to Rule
7.10 that reduce the ability of the
Exchange to deviate from the objective
standards set forth in the Rule in those
circumstances. The proposed changes
are described in further detail below.
As proposed, the provisions of
paragraphs (c), (e)(2), (f), and (g) of Rule
7.10, as amended pursuant to this filing,
would be in effect during a pilot period
set to end on December 10, 2010. If the
pilot is not either extended or approved
permanent by December 10, 2010, the
prior versions of paragraphs (c), (e)(2),
(f), and (g) of Rule 7.10 would be in
effect.
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Revised Paragraph (c)(2) Related to
Multi-Stock Events Involving Twenty or
More Securities
The Exchange proposes to eliminate
the majority of existing paragraph (c)(2),
which provides flexibility to the
Exchange to use different Numerical
Guidelines or Reference Prices in
various ‘‘Unusual Circumstances.’’ The
Exchange proposes to replace this
paragraph with new language that
would apply to Multi-Stock Events
involving twenty or more securities
whose executions occurred within a
period of five minutes or less. The
revised paragraph would retain
language making clear that during
Multi-Stock Events involving twenty or
more securities the number of affected
transactions may be such that
immediate finality is necessary to
maintain a fair and orderly market and
to protect investors and the public
interest. Accordingly, in such
circumstances, decisions made by the
Exchange in consultation with other
markets could not be appealed.
Further, as proposed, in connection
with reviews of Multi-Stock Events
involving twenty or more securities, the
Exchange may use a Reference Price
other than consolidated last sale in its
review of potentially clearly erroneous
executions. With the exception of those
securities under review that are subject
to an individual security trading pause
as described in proposed paragraph
(c)(4), and to ensure consistent
application across market centers when
proposed paragraph (c)(2) is invoked,
the Exchange will promptly coordinate
with the other market centers to
determine the appropriate review
period, which may be greater than the
period of five minutes or less that
triggered application of proposed
paragraph (c)(2), as well as select one or
more specific points in time prior to the
transactions in question and use
transaction prices at or immediately
prior to the one or more specific points
in time selected as the Reference Price.
The Exchange will nullify as clearly
erroneous all transactions that are at
prices equal to or greater than 30%
away from the Reference Price in each
affected security during the review
period selected by the Exchange and
other markets consistent with the
proposed paragraph (c)(2).
Because the Exchange and other
market centers are adopting different
threshold and standards to handle largescale market events, which would
include events occurring during times of
high volatility at the beginning of
regular trading hours, the Exchange
proposes deletion of paragraph (c)(4)
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37495
(‘‘Numerical Guidelines Applicable to
Volatile Market Opens’’) of the existing
rule. The Exchange believes that this
provision is no longer necessary, and if
maintained, could result in extremely
high Numerical Guidelines (up to 90%)
in certain circumstances.
Revised Paragraph (c)(4) Related to
Individual Security Trading Pauses
The Commission has just approved
the Exchange’s filing to adopt a rule
permitting the primary listing market to
invoke a trading pause for an individual
security if the price of such security
moves 10% or more from a sale in a
preceding five-minute period.4 This rule
is currently a pilot and is applicable to
securities included in the S&P 500
Index.
As described above, the Exchange is
proposing to eliminate existing
paragraph (c)(4) (‘‘Numerical Guidelines
Applicable to Volatile Market Opens’’).
The Exchange proposes adopting a rule,
numbered as (c)(4) following such
elimination, which will provide for
uniform treatment of clearly erroneous
execution reviews in the event
transactions occur that result in the
issuance of an individual security
trading pause by the primary listing
market and subsequent transactions that
occur before the trading pause is in
effect on the Exchange. The proposed
rule change is necessary to provide
greater certainty of the clearly erroneous
Reference Price for transactions that
trigger a trading pause (the ‘‘Trigger
Trade’’) and subsequent transactions
occurring between the time of the
Trigger Trade and the time the trading
pause message is received by the
Exchange from the single plan processor
responsible for consolidation and
dissemination of information for the
security and put into effect on the
Exchange, especially under highly
volatile and active market conditions.
The Exchange proposes to revise
paragraph (c)(4) of Arca Equities Rule
7.10 to allow the Exchange to use the
price that triggered a trading pause in an
individual security (the ‘‘Trading Pause
Trigger Price’’) as the Reference Price for
clearly erroneous execution reviews of a
Trigger Trade and transactions that
occur immediately after a Trigger Trade
but before a trading pause is in effect on
the Exchange. As proposed, the phrase
‘‘Trading Pause Trigger Price’’ shall
mean the price that triggered a trading
pause in any security subject to Arca
Equities Rule 7.11. The Trading Pause
Trigger Price reflects a price calculated
4 See Securities Exchange Act Release No. 62252
(June 10, 2010), 75 FR 34186 (June 16, 2010) (SR–
NYSEArca–2010–41).
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Federal Register / Vol. 75, No. 124 / Tuesday, June 29, 2010 / Notices
by the primary listing market over a
rolling five-minute period and may
differ from the execution price of a
transaction that triggered a trading
pause. The Exchange will rely on the
primary listing market that issued an
individual security trading pause to
determine and communicate the
Trading Pause Trigger Price for such
security. The Exchange proposes to
make clear in the text that the proposed
standards in paragraph (c)(4) apply
regardless of whether the security at
issue is part of a Multi-Stock Event
involving five or more securities as
described in proposed paragraphs (c)(1)
and (c)(2).
As proposed, the Numerical
Guidelines set forth in NYSE Arca
Equities Rule 7.10(c)(1), other than
those Numerical Guidelines applicable
to Multi-Stock Events, would apply to
reviews of Trigger Trades and
subsequent transactions. The Exchange
proposes to review, on its own motion
pursuant to paragraph (g) of the Rule, all
transactions that trigger a trading pause
and subsequent transactions occurring
before the trading pause is in effect on
the Exchange. Because the proposed
rules for trading pauses would only
apply within Regular Trading Hours,5
an execution would be reviewed and
nullified as clearly erroneous if it
exceeds the following thresholds:
Reference price or product
Numerical guidelines (subject transaction’s % difference from the
Trading Pause Trigger Price)
Greater than $0.00 up to and including $25.00 .......................................
Greater than $25.00 up to and including $50.00 .....................................
Greater than $50.00 .................................................................................
Leveraged ETF/ETN securities ................................................................
10%
5%
3%
Regular Trading Hours Numerical Guidelines multiplied by the leverage
multiplier (i.e., 2x).
Revisions to Paragraphs (f) and (g)
Consistent with other proposals made
in this filing, the Exchange proposes
modifying paragraphs (f) and (g) to
eliminate the ability of an Exchange
official to deviate from the Numerical
Guidelines contained in the Rule other
than under very limited circumstances
set forth in paragraph (f).
Current paragraph (f) provides an
officer of the Exchange or other senior
level employee designee the ability on
his or her own motion, to review and
rule on executions that result from ‘‘any
disruption or a malfunction in the use
Additional Conforming Revisions to
Paragraphs (c)(1) and (c)(3)
Based on proposed paragraph (c)(2),
the Exchange has proposed certain
conforming changes to paragraphs (c)(1)
and (c)(3) of the existing Rule, as
described below.
Under current NYSE Arca Equities
Rule 7.10, a transaction may be found to
be clearly erroneous only if the price of
the transaction to buy (sell) that is the
subject of the complaint is greater than
(less than) the Reference Price by an
amount that equals or exceeds the
Numerical Guidelines set forth in
paragraph (c)(1) of the Rule. The
‘‘Reference Price’’ is currently defined as
‘‘the consolidated last sale immediately
prior to the execution(s) under review
except for in Unusual Circumstances as
described in paragraph (c)(2)’’ of NYSE
Arca Equities Rule 7.10. The Exchange
proposes modifying paragraph (c)(1)
consistent with the changes described
above such that the Exchange shall use
the consolidated last sale immediately
prior to the execution(s) under review as
the Reference Price except for: (A)
Multi-Stock Events involving twenty or
more securities, as described in
proposed paragraph (c)(2); (B)
transactions not involving a Multi-Stock
5 Core Trading Hours are defined in NYSE Arca
Rule 1.1(j) as the time between 6:30 a.m. and 1 p.m.
Pacific Time. An individual security trading pause
could be issued based on a Trigger Trade that
occurs at any time between 6:45 a.m. and 1:35 p.m.
Pacific Time on the Exchange or 9:45 a.m. and 3:35
p.m. Eastern Time on the other primary listing
markets. See, e.g., NYSE Arca Rule 7.11, NYSE Rule
80C, and Nasdaq Rule 4120(a)(11).
Revision to Paragraph (e)
The Exchange further proposes to
amend paragraph (e) to provide that
when rulings are made in conjunction
with one or more market centers, the
number of the affected transactions is
similarly such that immediate finality is
necessary to maintain a fair and orderly
market and to protect investors and the
public interest and, hence, are also nonappealable. This provision ensures that
in the case of joint market rulings, even
for situations involving less than 20
securities, such rulings are not
appealable. This is consistent with
current paragraph (c)(2) of the Rule,
which is proposed to be deleted.
emcdonald on DSK2BSOYB1PROD with NOTICES4
any Officer of the Exchange or other
senior level employee reviewing
transactions on his or her own motion
must follow the guidelines set forth in
proposed paragraph (c)(4), if applicable.
Accordingly, the Exchange proposes to
modify paragraph (g) to state that an
officer must rely on paragraphs (c)(1)–
(4) of Rule 7.10 when reviewing
transactions on his or her own motion.
or operation of any electronic
communications and trading facilities of
the Exchange, or extraordinary market
conditions or other circumstances in
which the nullification of transactions
may be necessary for the maintenance of
a fair and orderly market or the
protection of investors and the public
interest exist.’’ Without modification,
the language ‘‘extraordinary market
conditions or other circumstances
* * *’’ would leave the Exchange with
broad discretion to deviate from the
Numerical Guidelines set forth in
paragraph (c)(1). Thus, the Exchange
proposes narrowing the scope of
paragraph (f) so that it only permits the
Exchange to nullify transactions
consistent with that paragraph
(including at a lower Numerical
Guideline) if there is a disruption or
malfunction in the operation of the
Exchange’s system. For the same reason,
the Exchange proposes eliminating the
words ‘‘use or’’ from the language in
paragraph (f) to make clear that the
provision only applies to a disruption or
malfunction of the Exchange’s system
(and not of an Exchange user’s systems).
Paragraph (g) gives an officer of the
Exchange or other senior level employee
designee the ability on his or her own
motion to review transactions as
potentially clearly erroneous. Consistent
with the goal of achieving more
objective and standard results, the
Exchange proposes deleting language in
existing paragraph (g) that would allow
the Exchange to deviate from the
Numerical Guidelines contained in
paragraph (c)(1). In addition, the
Exchange proposes to make clear that
As further proposed, in conducting
this review, and notwithstanding
anything to the contrary contained in
paragraph (c)(1), where a trading pause
was triggered by a price decline (rise),
the Exchange would limit its review to
transactions that executed at a price
lower (higher) than the Trading Pause
Trigger Price.
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emcdonald on DSK2BSOYB1PROD with NOTICES4
Event as described in proposed
paragraph (c)(2) that trigger a trading
pause and subsequent transactions, as
described in proposed paragraph (c)(4),
in which case the Reference Price shall
be determined in accordance with that
paragraph (c)(4); and (C) in other
circumstances, such as, for example,
relevant news impacting a security or
securities, periods of extreme market
volatility, sustained illiquidity, or
widespread system issues, where use of
a different Reference Price is necessary
for the maintenance of a fair and orderly
market and the protection of investors
and the public interest. The Exchange
also proposes modifying paragraph
(c)(1) to reduce uncertainty as to the
applicability of the Numerical
Guidelines, by requiring a finding that
an execution was clearly erroneous if
such execution exceeds the Numerical
Guidelines, subject to the Additional
Factors included in paragraph (c)(3).
Finally, the Exchange proposes revising
the existing description for Multi-Stock
Events that is contained on the
Numerical Guidelines chart to make
clear that different Numerical
Guidelines apply for Multi-Stock Events
involving five or more, but fewer than
twenty, securities whose executions
occurred within a period of five minutes
or less. In addition, the Exchange
proposes adding to the Numerical
Guidelines chart a row that contains the
Numerical Guidelines (30%) for MultiStock Events involving twenty or more
securities whose executions occurred
within a period of five minutes or less.
In addition, the Exchange proposes
clarifying paragraph (c)(3) to make clear
that the additional factors set forth in
that paragraph are not intended to
provide any discretion to an Exchange
official to deviate from the guidelines
that apply to Multi-Stock Events or to
transactions in securities subject to
individual security trading pauses.
2. Statutory Basis
The statutory basis for the proposed
rule change is Section 6(b)(5) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),6 which requires the rules of an
exchange to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system and, in
general, to protect investors and the
public interest. The proposed rule
change also is designed to support the
principles of Section 11A(a)(1) 7 of the
Act in that it seeks to assure fair
competition among brokers and dealers
6 15
7 15
U.S.C. 78f(b)(5).
U.S.C. 78k–1(a)(1).
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19:55 Jun 28, 2010
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and among exchange markets. The
Exchange believes that the proposed
rule meets these requirements in that it
promotes transparency and uniformity
across markets concerning reviews of
potentially clearly erroneous executions
in various contexts, including reviews
in the context of a Multi-Stock Event
involving twenty or more securities and
reviews resulting from a Trigger Trade
and any executions occurring
immediately after a Trigger Trade but
before a trading pause is in effect on the
Exchange. Further, the Exchange
believes that the proposed changes
enhance the objectivity of decisions
made by the Exchange with respect to
clearly erroneous executions.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
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 the 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:
No. SR–NYSEArca–2010–58 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 No.
SR–NYSEArca-2010–58. 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 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 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 No. SR–NYSEArca–
2010–58 and should be submitted on or
before July 20, 2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–15747 Filed 6–28–10; 8:45 am]
BILLING CODE 8010–01–P
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
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CFR 200.30–3(a)(12).
29JNN1
Agencies
[Federal Register Volume 75, Number 124 (Tuesday, June 29, 2010)]
[Notices]
[Pages 37494-37497]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-15747]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-62335; File No. SR-NYSEArca-2010-58]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
of Proposed Rule Change, as Modified by Amendment No. 1, Amending NYSE
Arca Equities Rule 7.10 Relating to Clearly Erroneous Executions
June 21, 2010.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on June 17, 2010, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. On June 18, 2010, the Exchange submitted Amendment No. 1
to the proposed rule change. 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\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend NYSE Arca Equities Rule 7.10
relating to clearly erroneous executions. The text of the proposed rule
change is available at the Commission's Web site at
http:[sol][sol]www.sec.gov, at the Exchange, the Commission's Public
Reference Room, and http:[sol][sol]www.nyse.com.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
[[Page 37495]]
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to amend NYSE Arca Equities Rule 7.10,
entitled Clearly Erroneous Executions. First, the Exchange proposes
replacing existing paragraph (c)(2) of Rule 7.10, entitled ``Unusual
Circumstances and Joint Market Rulings'' with a new paragraph, entitled
``Multi-Stock Events Involving Twenty or More Securities.'' Second, the
Exchange proposes replacing existing paragraph (c)(4) of Rule 7.10,
entitled ``Numerical Guidelines Applicable to Volatile Market Opens''
with a new paragraph, entitled ``Individual Security Trading Pauses.''
Third, the Exchange is proposing changes to existing paragraphs (f) and
(g) of Rule 7.10 to eliminate the ability of the Exchange to deviate
from the Numerical Guidelines contained in paragraph (c)(1) (other than
under limited circumstances set forth in paragraph (f)) when deciding
which transactions will be reviewed by the Exchange as potentially
clearly erroneous. Finally, the Exchange proposes modifications to
paragraphs (c)(1), (c)(3), and (e) of Rule 7.10 consistent with the
proposed changes to paragraphs (c)(2) and (c)(4).
The Exchange is proposing the rule changes described below in
consultation with other markets and Commission staff to provide for
uniform treatment: (1) Of clearly erroneous execution reviews in Multi-
Stock Events involving twenty or more securities; and (2) in the event
transactions occur that result in the issuance of an individual
security trading pause by the primary market and subsequent
transactions that occur before the trading pause is in effect on the
Exchange. The Exchange has also proposed additional changes to Rule
7.10 that reduce the ability of the Exchange to deviate from the
objective standards set forth in the Rule in those circumstances. The
proposed changes are described in further detail below.
As proposed, the provisions of paragraphs (c), (e)(2), (f), and (g)
of Rule 7.10, as amended pursuant to this filing, would be in effect
during a pilot period set to end on December 10, 2010. If the pilot is
not either extended or approved permanent by December 10, 2010, the
prior versions of paragraphs (c), (e)(2), (f), and (g) of Rule 7.10
would be in effect.
Revised Paragraph (c)(2) Related to Multi-Stock Events Involving Twenty
or More Securities
The Exchange proposes to eliminate the majority of existing
paragraph (c)(2), which provides flexibility to the Exchange to use
different Numerical Guidelines or Reference Prices in various ``Unusual
Circumstances.'' The Exchange proposes to replace this paragraph with
new language that would apply to Multi-Stock Events involving twenty or
more securities whose executions occurred within a period of five
minutes or less. The revised paragraph would retain language making
clear that during Multi-Stock Events involving twenty or more
securities the number of affected transactions may be such that
immediate finality is necessary to maintain a fair and orderly market
and to protect investors and the public interest. Accordingly, in such
circumstances, decisions made by the Exchange in consultation with
other markets could not be appealed.
Further, as proposed, in connection with reviews of Multi-Stock
Events involving twenty or more securities, the Exchange may use a
Reference Price other than consolidated last sale in its review of
potentially clearly erroneous executions. With the exception of those
securities under review that are subject to an individual security
trading pause as described in proposed paragraph (c)(4), and to ensure
consistent application across market centers when proposed paragraph
(c)(2) is invoked, the Exchange will promptly coordinate with the other
market centers to determine the appropriate review period, which may be
greater than the period of five minutes or less that triggered
application of proposed paragraph (c)(2), as well as select one or more
specific points in time prior to the transactions in question and use
transaction prices at or immediately prior to the one or more specific
points in time selected as the Reference Price. The Exchange will
nullify as clearly erroneous all transactions that are at prices equal
to or greater than 30% away from the Reference Price in each affected
security during the review period selected by the Exchange and other
markets consistent with the proposed paragraph (c)(2).
Because the Exchange and other market centers are adopting
different threshold and standards to handle large-scale market events,
which would include events occurring during times of high volatility at
the beginning of regular trading hours, the Exchange proposes deletion
of paragraph (c)(4) (``Numerical Guidelines Applicable to Volatile
Market Opens'') of the existing rule. The Exchange believes that this
provision is no longer necessary, and if maintained, could result in
extremely high Numerical Guidelines (up to 90%) in certain
circumstances.
Revised Paragraph (c)(4) Related to Individual Security Trading Pauses
The Commission has just approved the Exchange's filing to adopt a
rule permitting the primary listing market to invoke a trading pause
for an individual security if the price of such security moves 10% or
more from a sale in a preceding five-minute period.\4\ This rule is
currently a pilot and is applicable to securities included in the S&P
500 Index.
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\4\ See Securities Exchange Act Release No. 62252 (June 10,
2010), 75 FR 34186 (June 16, 2010) (SR-NYSEArca-2010-41).
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As described above, the Exchange is proposing to eliminate existing
paragraph (c)(4) (``Numerical Guidelines Applicable to Volatile Market
Opens''). The Exchange proposes adopting a rule, numbered as (c)(4)
following such elimination, which will provide for uniform treatment of
clearly erroneous execution reviews in the event transactions occur
that result in the issuance of an individual security trading pause by
the primary listing market and subsequent transactions that occur
before the trading pause is in effect on the Exchange. The proposed
rule change is necessary to provide greater certainty of the clearly
erroneous Reference Price for transactions that trigger a trading pause
(the ``Trigger Trade'') and subsequent transactions occurring between
the time of the Trigger Trade and the time the trading pause message is
received by the Exchange from the single plan processor responsible for
consolidation and dissemination of information for the security and put
into effect on the Exchange, especially under highly volatile and
active market conditions.
The Exchange proposes to revise paragraph (c)(4) of Arca Equities
Rule 7.10 to allow the Exchange to use the price that triggered a
trading pause in an individual security (the ``Trading Pause Trigger
Price'') as the Reference Price for clearly erroneous execution reviews
of a Trigger Trade and transactions that occur immediately after a
Trigger Trade but before a trading pause is in effect on the Exchange.
As proposed, the phrase ``Trading Pause Trigger Price'' shall mean the
price that triggered a trading pause in any security subject to Arca
Equities Rule 7.11. The Trading Pause Trigger Price reflects a price
calculated
[[Page 37496]]
by the primary listing market over a rolling five-minute period and may
differ from the execution price of a transaction that triggered a
trading pause. The Exchange will rely on the primary listing market
that issued an individual security trading pause to determine and
communicate the Trading Pause Trigger Price for such security. The
Exchange proposes to make clear in the text that the proposed standards
in paragraph (c)(4) apply regardless of whether the security at issue
is part of a Multi-Stock Event involving five or more securities as
described in proposed paragraphs (c)(1) and (c)(2).
As proposed, the Numerical Guidelines set forth in NYSE Arca
Equities Rule 7.10(c)(1), other than those Numerical Guidelines
applicable to Multi-Stock Events, would apply to reviews of Trigger
Trades and subsequent transactions. The Exchange proposes to review, on
its own motion pursuant to paragraph (g) of the Rule, all transactions
that trigger a trading pause and subsequent transactions occurring
before the trading pause is in effect on the Exchange. Because the
proposed rules for trading pauses would only apply within Regular
Trading Hours,\5\ an execution would be reviewed and nullified as
clearly erroneous if it exceeds the following thresholds:
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\5\ Core Trading Hours are defined in NYSE Arca Rule 1.1(j) as
the time between 6:30 a.m. and 1 p.m. Pacific Time. An individual
security trading pause could be issued based on a Trigger Trade that
occurs at any time between 6:45 a.m. and 1:35 p.m. Pacific Time on
the Exchange or 9:45 a.m. and 3:35 p.m. Eastern Time on the other
primary listing markets. See, e.g., NYSE Arca Rule 7.11, NYSE Rule
80C, and Nasdaq Rule 4120(a)(11).
------------------------------------------------------------------------
Numerical guidelines (subject
transaction's % difference from
Reference price or product the Trading Pause Trigger
Price)
------------------------------------------------------------------------
Greater than $0.00 up to and including 10%
$25.00.
Greater than $25.00 up to and including 5%
$50.00.
Greater than $50.00.................... 3%
Leveraged ETF/ETN securities........... Regular Trading Hours Numerical
Guidelines multiplied by the
leverage multiplier (i.e.,
2x).
------------------------------------------------------------------------
As further proposed, in conducting this review, and notwithstanding
anything to the contrary contained in paragraph (c)(1), where a trading
pause was triggered by a price decline (rise), the Exchange would limit
its review to transactions that executed at a price lower (higher) than
the Trading Pause Trigger Price.
Revision to Paragraph (e)
The Exchange further proposes to amend paragraph (e) to provide
that when rulings are made in conjunction with one or more market
centers, the number of the affected transactions is similarly such that
immediate finality is necessary to maintain a fair and orderly market
and to protect investors and the public interest and, hence, are also
non-appealable. This provision ensures that in the case of joint market
rulings, even for situations involving less than 20 securities, such
rulings are not appealable. This is consistent with current paragraph
(c)(2) of the Rule, which is proposed to be deleted.
Revisions to Paragraphs (f) and (g)
Consistent with other proposals made in this filing, the Exchange
proposes modifying paragraphs (f) and (g) to eliminate the ability of
an Exchange official to deviate from the Numerical Guidelines contained
in the Rule other than under very limited circumstances set forth in
paragraph (f).
Current paragraph (f) provides an officer of the Exchange or other
senior level employee designee the ability on his or her own motion, to
review and rule on executions that result from ``any disruption or a
malfunction in the use or operation of any electronic communications
and trading facilities of the Exchange, or extraordinary market
conditions or other circumstances in which the nullification of
transactions may be necessary for the maintenance of a fair and orderly
market or the protection of investors and the public interest exist.''
Without modification, the language ``extraordinary market conditions or
other circumstances * * *'' would leave the Exchange with broad
discretion to deviate from the Numerical Guidelines set forth in
paragraph (c)(1). Thus, the Exchange proposes narrowing the scope of
paragraph (f) so that it only permits the Exchange to nullify
transactions consistent with that paragraph (including at a lower
Numerical Guideline) if there is a disruption or malfunction in the
operation of the Exchange's system. For the same reason, the Exchange
proposes eliminating the words ``use or'' from the language in
paragraph (f) to make clear that the provision only applies to a
disruption or malfunction of the Exchange's system (and not of an
Exchange user's systems).
Paragraph (g) gives an officer of the Exchange or other senior
level employee designee the ability on his or her own motion to review
transactions as potentially clearly erroneous. Consistent with the goal
of achieving more objective and standard results, the Exchange proposes
deleting language in existing paragraph (g) that would allow the
Exchange to deviate from the Numerical Guidelines contained in
paragraph (c)(1). In addition, the Exchange proposes to make clear that
any Officer of the Exchange or other senior level employee reviewing
transactions on his or her own motion must follow the guidelines set
forth in proposed paragraph (c)(4), if applicable. Accordingly, the
Exchange proposes to modify paragraph (g) to state that an officer must
rely on paragraphs (c)(1)-(4) of Rule 7.10 when reviewing transactions
on his or her own motion.
Additional Conforming Revisions to Paragraphs (c)(1) and (c)(3)
Based on proposed paragraph (c)(2), the Exchange has proposed
certain conforming changes to paragraphs (c)(1) and (c)(3) of the
existing Rule, as described below.
Under current NYSE Arca Equities Rule 7.10, a transaction may be
found to be clearly erroneous only if the price of the transaction to
buy (sell) that is the subject of the complaint is greater than (less
than) the Reference Price by an amount that equals or exceeds the
Numerical Guidelines set forth in paragraph (c)(1) of the Rule. The
``Reference Price'' is currently defined as ``the consolidated last
sale immediately prior to the execution(s) under review except for in
Unusual Circumstances as described in paragraph (c)(2)'' of NYSE Arca
Equities Rule 7.10. The Exchange proposes modifying paragraph (c)(1)
consistent with the changes described above such that the Exchange
shall use the consolidated last sale immediately prior to the
execution(s) under review as the Reference Price except for: (A) Multi-
Stock Events involving twenty or more securities, as described in
proposed paragraph (c)(2); (B) transactions not involving a Multi-Stock
[[Page 37497]]
Event as described in proposed paragraph (c)(2) that trigger a trading
pause and subsequent transactions, as described in proposed paragraph
(c)(4), in which case the Reference Price shall be determined in
accordance with that paragraph (c)(4); and (C) in other circumstances,
such as, for example, relevant news impacting a security or securities,
periods of extreme market volatility, sustained illiquidity, or
widespread system issues, where use of a different Reference Price is
necessary for the maintenance of a fair and orderly market and the
protection of investors and the public interest. The Exchange also
proposes modifying paragraph (c)(1) to reduce uncertainty as to the
applicability of the Numerical Guidelines, by requiring a finding that
an execution was clearly erroneous if such execution exceeds the
Numerical Guidelines, subject to the Additional Factors included in
paragraph (c)(3). Finally, the Exchange proposes revising the existing
description for Multi-Stock Events that is contained on the Numerical
Guidelines chart to make clear that different Numerical Guidelines
apply for Multi-Stock Events involving five or more, but fewer than
twenty, securities whose executions occurred within a period of five
minutes or less. In addition, the Exchange proposes adding to the
Numerical Guidelines chart a row that contains the Numerical Guidelines
(30%) for Multi-Stock Events involving twenty or more securities whose
executions occurred within a period of five minutes or less.
In addition, the Exchange proposes clarifying paragraph (c)(3) to
make clear that the additional factors set forth in that paragraph are
not intended to provide any discretion to an Exchange official to
deviate from the guidelines that apply to Multi-Stock Events or to
transactions in securities subject to individual security trading
pauses.
2. Statutory Basis
The statutory basis for the proposed rule change is Section 6(b)(5)
of the Securities Exchange Act of 1934 (the ``Act''),\6\ which requires
the rules of an exchange to promote just and equitable principles of
trade, to remove impediments to and perfect the mechanism of a free and
open market and a national market system and, in general, to protect
investors and the public interest. The proposed rule change also is
designed to support the principles of Section 11A(a)(1) \7\ of the Act
in that it seeks to assure fair competition among brokers and dealers
and among exchange markets. The Exchange believes that the proposed
rule meets these requirements in that it promotes transparency and
uniformity across markets concerning reviews of potentially clearly
erroneous executions in various contexts, including reviews in the
context of a Multi-Stock Event involving twenty or more securities and
reviews resulting from a Trigger Trade and any executions occurring
immediately after a Trigger Trade but before a trading pause is in
effect on the Exchange. Further, the Exchange believes that the
proposed changes enhance the objectivity of decisions made by the
Exchange with respect to clearly erroneous executions.
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\6\ 15 U.S.C. 78f(b)(5).
\7\ 15 U.S.C. 78k-1(a)(1).
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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 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
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 the 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 No. SR-NYSEArca-2010-58 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 No. SR-NYSEArca-2010-58. 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 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
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 No. SR-NYSEArca-2010-58 and should be
submitted on or before July 20, 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. 2010-15747 Filed 6-28-10; 8:45 am]
BILLING CODE 8010-01-P