Self-Regulatory Organizations; NYSE Amex LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Eliminate Market and Stop Orders in Nasdaq-Listed Securities Traded on the Exchange, 76759-76762 [2010-30883]
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Federal Register / Vol. 75, No. 236 / Thursday, December 9, 2010 / Notices
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responsibility to receive regulatory
reports, to examine for and enforce
compliance with applicable statutes,
rules, and regulations, or to perform
other specified regulatory functions.
To implement Section 17(d)(1), the
Commission adopted two rules: Rule
17d–1 and Rule 17d–2 under the Act.7
Rule 17d–1 authorizes the Commission
to name a single SRO as the designated
examining authority (‘‘DEA’’) to examine
common members for compliance with
the financial responsibility
requirements imposed by the Act, or by
Commission or SRO rules.8 When an
SRO has been named as a common
member’s DEA, all other SROs to which
the common member belongs are
relieved of the responsibility to examine
the firm for compliance with the
applicable financial responsibility rules.
On its face, Rule 17d–1 deals only with
an SRO’s obligations to enforce member
compliance with financial responsibility
requirements. Rule 17d–1 does not
relieve an SRO from its obligation to
examine a common member for
compliance with its own rules and
provisions of the federal securities laws
governing matters other than financial
responsibility, including sales practices
and trading activities and practices.
To address regulatory duplication in
these and other areas, the Commission
adopted Rule 17d–2 under the Act.9
Rule 17d–2 permits SROs to propose
joint plans for the allocation of
regulatory responsibilities with respect
to their common members. Under
paragraph (c) of Rule 17d–2, the
Commission may declare such a plan
effective if, after providing for
appropriate notice and comment, it
determines that the plan is necessary or
appropriate in the public interest and
for the protection of investors; to foster
cooperation and coordination among the
SROs; to remove impediments to, and
foster the development of, a national
market system and a national clearance
and settlement system; and is in
conformity with the factors set forth in
Section 17(d) of the Act. Commission
approval of a plan filed pursuant to Rule
17d–2 relieves an SRO of those
regulatory responsibilities allocated by
the plan to another SRO.
II. Proposed Plan
The proposed 17d–2 Plan is intended
to reduce regulatory duplication for
firms that are members of more than one
7 17 CFR 240.17d–1 and 17 CFR 240.17d–2,
respectively.
8 See Securities Exchange Act Release No. 12352
(April 20, 1976), 41 FR 18808 (May 7, 1976).
9 See Securities Exchange Act Release No. 12935
(October 28, 1976), 41 FR 49091 (November 8,
1976).
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Party to the proposed 17d–2 Plan.
Pursuant to the proposed 17d–2 Plan,
the Designated Regulation NMS
Examining Authority (‘‘DREA’’) would
assume examination and enforcement
responsibilities for broker-dealers that
are members of more than one
Participating Organization (‘‘Common
Members’’) with respect to certain
applicable laws, rules, and regulations.
FINRA would serve as the DREA for
Common Members that are members of
FINRA. The DEA would serve as the
DREA for Common Members that are
not members of FINRA.
The text of the Plan delineates the
proposed regulatory responsibilities
with respect to the Parties. Included in
the proposed Plan is an exhibit (the
‘‘Covered Regulation NMS Rules’’) that
lists the Federal securities laws, rules,
and regulations, for which the DREA
would bear responsibility under the
Plan for overseeing and enforcing with
respect to Common Members.
Specifically, under the 17d–2 Plan,
the DREA would assume examination
and enforcement responsibility relating
to compliance by Common Members
with the Covered Regulation NMS
Rules. Under the Plan, each
Participating Organization would retain
full responsibility for examination,
surveillance and enforcement with
respect to trading activities or practices
involving its own marketplace, unless
otherwise allocated pursuant to a
separate Rule 17d–2 agreement.10
III. Discussion
The Commission finds that the
proposed Plan is consistent with the
factors set forth in Section 17(d) of the
Act 11 and Rule 17d–2(c) thereunder 12
in that the proposed Plan is necessary
or appropriate in the public interest and
for the protection of investors, fosters
cooperation and coordination among
SROs, and removes impediments to and
fosters the development of the national
market system. In particular, the
Commission believes that the proposed
Plan should reduce unnecessary
regulatory duplication by allocating to
the DREA certain examination and
enforcement responsibilities for
Common Members that would
otherwise be performed by each Party.13
10 See Paragraph 1 of the proposed 17d–2 Plan;
see e.g., Securities Exchange Act Release No. 58350
(August 13, 2008), 73 FR 48247 (August 18, 2008)
(File No. 4–566) (notice of filing of proposed insider
trading plan) and Securities Exchange Act Release
No. 58536 (September 12, 2008) (File No. 4–566)
(order approving and declaring effective the plan).
11 15 U.S.C. 78q(d).
12 17 CFR 240.17d–2(c).
13 Paragraph 1 of the Plan provides that whenever
a Common Member ceases to be a member of its
DREA, the DREA shall promptly inform the
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76759
Accordingly, the proposed Plan
promotes efficiency by reducing costs to
Common Members. Furthermore,
because the Parties will coordinate their
regulatory functions in accordance with
the proposed Plan, the Plan should
promote investor protection.14
The Commission is hereby declaring
effective a plan that allocates regulatory
responsibility for certain provisions of
the federal securities laws, rules, and
regulations as set forth in Exhibit A to
the Plan. The Commission notes that
any amendment to the Plan must be
approved by the relevant Parties as set
forth in Paragraph 22 of the Plan and
must be filed with and approved by the
Commission before it may become
effective.15
IV. Conclusion
This Order gives effect to the Plan
filed with the Commission in File No.
4–618. The Parties shall notify all
members affected by the Plan of their
rights and obligations under the Plan.
It is therefore ordered, pursuant to
Section 17(d) of the Act, that the Plan
in File No. 4–618 is hereby approved
and declared effective.
It is further ordered that the Parties
who are not the DREA as to a particular
Common Member are relieved of those
regulatory responsibilities allocated to
the Common Member’s DREA under the
Plan to the extent of such allocation.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–30946 Filed 12–8–10; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–63418; File No. SR–
NYSEAmex–2010–108]
Self-Regulatory Organizations; NYSE
Amex LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Eliminate Market and
Stop Orders in Nasdaq-Listed
Securities Traded on the Exchange
December 2, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
Common Member’s DEA, which will become such
Common Member’s DEA.
14 See, e.g., Paragraph 7 of the Plan (Sharing of
Work Papers, Data and Related Information) and
Paragraph 5 (sharing of customer complaints).
15 See Paragraph 22 of the Plan.
16 17 CFR 200.30–3(a)(34).
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Federal Register / Vol. 75, No. 236 / Thursday, December 9, 2010 / Notices
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
22, 2010, NYSE Amex LLC (the
‘‘Exchange’’ or ‘‘NYSE Amex’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rule 501—NYSE Amex Equities to
eliminate Market and Stop Orders in
Nasdaq-listed securities traded on the
Exchange. The text of the proposed rule
change is available at the Exchange’s
principal office, the Commission’s
Public Reference Room, and https://
www.nyse.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this proposed rule
change is to amend Rule 501—NYSE
Amex Equities to eliminate Market and
Stop Orders in Nasdaq-listed securities
traded on the Exchange.
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Background
Rules 500–525—NYSE Amex
Equities, as a pilot program, govern the
trading of any Nasdaq-listed security on
the Exchange pursuant to unlisted
trading privileges (‘‘UTP Pilot
Program’’).3 The UTP Pilot Program
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 The UTP Pilot Program is currently scheduled
to expire on the earlier of Commission approval to
make such pilot permanent or January 31, 2011. See
Securities Exchange Act Release No. 62857
(September 7, 2010), 75 FR 55837 (September 14,
2010) (SR–NYSEAmex–2010–89) (Notice of Filing
2 17
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includes any security listed on Nasdaq
that (i) is designated as an ‘‘eligible
security’’ under the Joint Self-Regulatory
Organization Plan Governing the
Collection, Consolidation and
Dissemination of Quotation and
Transaction Information for NasdaqListed Securities Traded on Exchanges
on an Unlisted Trading Privilege Basis,
as amended (‘‘UTP Plan’’),4 and (ii) has
been admitted to dealings on the
Exchange pursuant to a grant of unlisted
trading privileges in accordance with
Section 12(f) of the Securities Exchange
Act of 1934, as amended (the ‘‘Act’’) 5
(collectively, ‘‘Nasdaq Securities’’).6
Rule 501—NYSE Amex Equities
(Definitions)
Rule 501—NYSE Amex Equities
provides certain defined terms, the
meanings of which are applicable for
trading in Nasdaq Securities. All other
defined terms used in Rules 500–525—
NYSE Amex Equities have the meanings
assigned to them in the NYSE Amex
Equities Rules. Rule 501(e)(2)—NYSE
Amex Equities lists specific order types
that are not accepted for trading in
Nasdaq Securities and are therefore not
considered ‘‘Orders’’ under the UTP
Pilot Program. The Exchange proposes
to include ‘‘Market Orders’’ and ‘‘Stop
Orders’’ within Rule 501(e)(2)—NYSE
Amex Equities, therefore eliminating
submission of such order types in
Nasdaq Securities and likewise
excluding them from the definition of
Order under the UTP Pilot Program.
and Immediate Effectiveness of Proposed Rule
Change to Extend the Pilot Program that Allows
Nasdaq Stock Market Securities to be Traded on the
Exchange Pursuant to UTP). See also Securities
Exchange Act Release No. 62479 (July 9, 2010), 75
FR 41264 (July 15, 2010) (SR–NYSEAmex–2010–31)
(Notice of Filing of Amendment Nos. 2 and 3, and
Order Granting Accelerated Approval to a Proposed
Rule Change, as Modified by Amendment Nos. 1,
2, and 3 Thereto, To Adopt as a Pilot Program a
New Rule Series for the Trading of Securities Listed
on the Nasdaq Stock Market Pursuant to Unlisted
Trading Privileges) (‘‘UTP Pilot Program Approval
Order’’).
4 See Securities Exchange Act Release No. 58863
(October 27, 2008), 73 FR 65417 (November 3, 2008)
(Notice of Filing and Immediate Effectiveness of
Amendment No. 20 to the UTP Plan). The
Exchange’s predecessor, the American Stock
Exchange LLC, joined the UTP Plan in 2001. See
Securities Exchange Act Release No. 55647 (April
19, 2007), 72 FR 20891 (April 26, 2007) (S7–24–89).
In March 2009, the Exchange changed its name to
NYSE Amex LLC. See Securities Exchange Act
Release No. 59575 (March 13, 2009), 74 FR 11803
(March 19, 2009) (SR–NYSEALTR–2009–24).
5 15 U.S.C. 78l.
6 ‘‘Nasdaq Securities’’ is included within the
definition of ‘‘security’’ as that term is used in the
NYSE Amex Equities Rules. See NYSE Amex
Equities Rule 3. In accordance with this definition,
Nasdaq Securities are admitted to dealings on the
Exchange on an ‘‘issued,’’ ‘‘when issued,’’ or ‘‘when
distributed’’ basis. See NYSE Amex Equities Rule
501.
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Market and Stop Orders in Nasdaq
Securities
Currently, if the Exchange is at the
National Best Bid or Offer (‘‘NBBO’’), a
Market Order submitted in a Nasdaq
Security will execute against available
contra-side liquidity at that best price. If
size remains unfilled, and another
market is similarly at the NBBO, the
Market Order will route for execution
against the away market’s protected bid
or offer, in accordance with Rule 611 of
Regulation NMS.7 If size still remains
unfilled after routing, the Market Order
will return to the Exchange and execute
against the depth of the Exchange’s
book, until it is either fully executed or
available liquidity on the Exchange is
depleted. The Exchange notes that, as
provided under Rule 501(e)(1)(B)—
NYSE Amex Equities, a Stop Order to
buy (sell) becomes a Market Order, and
is treated as such for purposes of
execution and routing, when a
transaction in the Nasdaq Security
occurs on the Exchange at or above
(below) the stop price after the order is
received in to the Exchange’s automated
order routing system or is manually
represented by a Floor broker in the
Crowd.
Nasdaq Securities are thinly traded on
the Exchange, which is not the primary
listing market, and account for less than
1% of total volume in such securities
across all markets. This lack of depth in
liquidity combined with the manner in
which Market Orders (and Stop Orders
that become Market Orders) in Nasdaq
Securities execute, route and re-execute
at the Exchange, creates the potential for
multiple rapid executions on the
Exchange at increasingly inferior prices,
until the Market Order (or Stop Order
that becomes a Market Order) is fully
executed. Submission of a large Market
Order in a Nasdaq Security that results
in several executions on the Exchange at
increasingly inferior prices could
potentially trigger individual stock
volatility trading pauses,8 raise
questions of whether the execution
should be busted under the Exchange’s
clearly erroneous rule 9 or create other
7 17 CFR 242.611. A protected bid or protected
offer means a quotation in an NMS stock that: (i)
Is displayed by an automated trading center; (ii) is
disseminated pursuant to an effective national
market system plan; and (iii) is an automated
quotation that is the best bid or best offer of a
national securities exchange, the best bid or best
offer of The Nasdaq Stock Market, Inc., or the best
bid or best offer of a national securities association
other than the best bid or best offer of The Nasdaq
Stock Market, Inc. 17 CFR 242.600(b)(57).
8 See Rule 80C—NYSE Amex Equities (Trading
Pauses in Individual Securities Due to
Extraordinary Market Volatility).
9 See Rule 128—NYSE Amex Equities (Clearly
Erroneous Executions For NYSE Amex Equities).
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Federal Register / Vol. 75, No. 236 / Thursday, December 9, 2010 / Notices
potentially harmful market-wide
implications.
This is not a concern with respect to
trading Exchange-Listed Securities
because of the operation of Liquidity
Replenishment Points (‘‘LRPs’’).10 LRPs
are pre-determined price points that
temporarily convert the automatic
Exchange market to an auction market
when it is experiencing a large price
movement based on a security’s typical
trading characteristics or market
conditions over short periods of time
during the trading day. LRPs work to
dampen volatility and allow the
Designated Market Maker (‘‘DMM’’)
assigned to such security to solicit
additional liquidity. However, LRPs are
not applicable to trading in Nasdaq
Securities, and are therefore unavailable
as a means to impede or prevent these
multiple rapid executions at
increasingly inferior prices. The
Exchange believes that the elimination
proposed herein is an appropriate
measure to reduce the potential for
erroneous executions and individual
stock volatility trading pauses in Nasdaq
Securities until such time as other
volatility curbs are in place.
The Exchange believes that the
elimination of Market and Stop Orders
in Nasdaq Securities would not hinder
the ability of members and member
organizations to seek execution of their
orders. On average, only 113 Market
Orders and 27 Stop Orders in Nasdaq
Securities are submitted to the Exchange
each trading day, accounting for less
than 0.0060% and 0.0014%,
respectively, of the Exchange’s
1,971,439 average daily orders in
Nasdaq Securities. Upon
implementation of the proposed rule
change, members and member
organizations could continue to utilize
several other existing order types, under
Rule 13—NYSE Amex Equities, for
execution of their orders. The Exchange
believes that, despite the relative
infrequency in which they are
submitted, the potentially harmful
regulatory effects created by Market
Orders (and Stop Orders that become
Market Orders) in Nasdaq Securities
requires that they be eliminated on the
Exchange.
Accordingly, the Exchange proposes
to eliminate the ability to enter Market
and Stop Orders. As proposed, an order
in a Nasdaq Security would be
systematically rejected if submitted as a
Market or Stop Order. A member or
member organization whose Market or
Stop Order is rejected would be
required to re-submit the order to the
Exchange, if it all, as one of several
permissible order types provided under
Rule 13—NYSE Amex Equities.
Rule 501(e)(1)(B)—Stop Order
The proposed inclusion of Stop
Orders within Rule 501(e)(2)—NYSE
Amex Equities would require that Rule
501(e)(1)(B)—NYSE Amex Equities be
deleted. Rule 501(e)—NYSE Amex
Equities modifies the meaning of certain
order types, including Stop Orders, as
these terms are defined under Rule 13—
NYSE Amex Equities. Because the
Exchange proposes to no longer accept
Stop Orders for trading in Nasdaq
Securities, a modified definition thereof
is no longer necessary or appropriate.
The Exchange therefore proposes to
delete Rule 501(e)(1)(B)—NYSE Amex
Equities in its entirety.
The Exchange will implement the
system changes to no longer accept Stop
and Market Orders on or about
December 6, 2010, but in no event, any
later than December 13, 2010, and will
notify market participants in advance
when the change will be implemented.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,11 in general, and furthers the
objectives of Section 6(b)(5) of the Act,12
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, 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. Specifically, the changes
proposed herein would contribute to
improving the quality of executions in
Nasdaq Securities on the Exchange and
avoiding executions of Nasdaq
Securities at inferior prices.
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.
11 15
10 See
Rule 1000(a)(iv)—NYSE Amex Equities.
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12 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
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76761
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing rule does not (i)
significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
for 30 days from the date on which it
was filed, or such shorter time as the
Commission may designate if consistent
with the protection of investors and the
public interest, the proposed rule
change has become effective pursuant to
Section 19(b)(3)(A) of the Act 13 and
Rule 19b–4(f)(6) thereunder.14
The Exchange has requested that the
Commission waive the 30-day operative
delay so that the Exchange can
eliminate market and stop orders in
Nasdaq-listed securities traded on the
Exchange immediately. The Exchange
has represented that the elimination of
market and stop orders in Nasdaq-listed
securities should lessen the potential for
multiple rapid executions on the
Exchange at inferior prices as a result of
the lack of depth in liquidity for
Nasdaq-listed securities on the
Exchange, and should therefore reduce
the potential for erroneous executions
and individual stock volatility trading
pauses in Nasdaq-listed securities. In
light of the benefits afforded by this
reduced potential, the Commission
believes that waiving the 30-day
operative delay is consistent with the
protection of investors and the public
interest.15
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
13 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires that a self-regulatory
organization submit to the Commission written
notice of its intent to file the proposed rule change,
along with a brief description and text of the
proposed rule change, at least five business days
prior to the filing of the proposed rule change, or
such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
15 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
14 17
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Federal Register / Vol. 75, No. 236 / Thursday, December 9, 2010 / Notices
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–63425; File No. SR–
NASDAQ–2010–156]
• 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–NYSEAmex–2010–108 on
the subject line.
Paper Comments
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• 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–NYSEAmex–2010–108.
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 the filing
also will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEAmex–2010–108 and should be
submitted on or before December 30,
2010.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010–30883 Filed 12–8–10; 8:45 am]
BILLING CODE 8011–01–P
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
NASDAQ Rules 2270 and 2910 To
Reflect Changes to Corresponding
FINRA Rule
December 3, 2010.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
1, The NASDAQ Stock Market LLC (the
‘‘Exchange’’ or ‘‘NASDAQ’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the Exchange.
The Exchange has designated the
proposed rule change as constituting a
non-controversial rule change under
Rule 19b–4(f)(6) under the Act,3 which
renders the proposal effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing this proposed
rule change to amend NASDAQ Rules
2270 and 2910 to reflect recent changes
to a corresponding rule of the Financial
Industry Regulatory Authority
(‘‘FINRA’’). NASDAQ proposes to
implement the proposed rule change
immediately. [sic] The text of the
proposed rule change is available at
https://nasdaqomx.cchwallstreet.com, at
the Exchange’s principal office, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
CFR 200.30–3(a)(12).
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Many of NASDAQ’s rules are based
on rules of FINRA (formerly the
National Association of Securities
Dealers (‘‘NASD’’)). During 2008, FINRA
embarked on an extended process of
moving rules formerly designated as
‘‘NASD Rules’’ into a consolidated
FINRA rulebook. In most cases, FINRA
has renumbered these rules, and in
some cases has substantively amended
them. Accordingly, NASDAQ initiated a
process of modifying its rulebook to
ensure that NASDAQ rules
corresponding to FINRA/NASD rules
continue to mirror them as closely as
practicable. NASDAQ proposes to
update its rules to reflect changes [sic]
NASDAQ Rules 2270 and 2910 which
corresponds to FINRA Rule 2261.
NASDAQ Rule 2270 (Disclosure of
Financial Condition to Customers) and
NASDAQ Rule 2910 (Disclosure of
Financial Condition to Other Members)
formerly corresponded to NASD Rule
2270 (Disclosure of Financial Condition
to Customers) and NASD Rule 2910
(Disclosure of Financial Condition to
Other Members). In SR–FINRA–2009–
081,4 FINRA re-designated NASD Rules
2270 and 2910 as FINRA Rule 2261 and
made substantive amendments to
strengthen and simplify the rules.
More specifically, the current
NASDAQ Rule 2270, which
incorporates NASD Rule 2270 by
reference, requires that the members
make information relative to a member’s
financial condition, as disclosed in its
most recent balance sheet, available for
inspection by any bona fide regular
customer upon request. In FINRA SR–
2009–081, [sic] FINRA provided
members the option of delivering their
balance sheet, in paper or electronic
form, to customers who request it.
Additionally, if the delivery is
electronic, the requesting customer must
provide consent to receive the balance
sheet in electronic form to ensure that
such information is accessible to the
customer.
This proposed filing also addresses
NASDAQ Rule 2910, which compares to
the former NASD Rule 2910. NASDAQ
Rule 2910 requires that any member that
is a party to an open transaction or who
4 Securities Exchange Act Release No. 61540
(February 18, 2010), 75 FR 8771 (February 25, 2010)
(SR–FINRA–2008–081).
2 17
16 17
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
Sfmt 4703
E:\FR\FM\09DEN1.SGM
09DEN1
Agencies
[Federal Register Volume 75, Number 236 (Thursday, December 9, 2010)]
[Notices]
[Pages 76759-76762]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2010-30883]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-63418; File No. SR-NYSEAmex-2010-108]
Self-Regulatory Organizations; NYSE Amex LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Eliminate Market
and Stop Orders in Nasdaq-Listed Securities Traded on the Exchange
December 2, 2010.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the
[[Page 76760]]
``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on November 22, 2010, NYSE Amex LLC (the ``Exchange'' or ``NYSE Amex'')
filed with the Securities and Exchange Commission (the ``Commission'')
the proposed rule change as described in Items I and II below, which
Items have been prepared by the Exchange. The Commission is publishing
this notice to solicit comments on the proposed rule change from
interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rule 501--NYSE Amex Equities to
eliminate Market and Stop Orders in Nasdaq-listed securities traded on
the Exchange. The text of the proposed rule change is available at the
Exchange's principal office, the Commission's Public Reference Room,
and https://www.nyse.com.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to amend Rule 501--NYSE
Amex Equities to eliminate Market and Stop Orders in Nasdaq-listed
securities traded on the Exchange.
Background
Rules 500-525--NYSE Amex Equities, as a pilot program, govern the
trading of any Nasdaq-listed security on the Exchange pursuant to
unlisted trading privileges (``UTP Pilot Program'').\3\ The UTP Pilot
Program includes any security listed on Nasdaq that (i) is designated
as an ``eligible security'' under the Joint Self-Regulatory
Organization Plan Governing the Collection, Consolidation and
Dissemination of Quotation and Transaction Information for Nasdaq-
Listed Securities Traded on Exchanges on an Unlisted Trading Privilege
Basis, as amended (``UTP Plan''),\4\ and (ii) has been admitted to
dealings on the Exchange pursuant to a grant of unlisted trading
privileges in accordance with Section 12(f) of the Securities Exchange
Act of 1934, as amended (the ``Act'') \5\ (collectively, ``Nasdaq
Securities'').\6\
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\3\ The UTP Pilot Program is currently scheduled to expire on
the earlier of Commission approval to make such pilot permanent or
January 31, 2011. See Securities Exchange Act Release No. 62857
(September 7, 2010), 75 FR 55837 (September 14, 2010) (SR-NYSEAmex-
2010-89) (Notice of Filing and Immediate Effectiveness of Proposed
Rule Change to Extend the Pilot Program that Allows Nasdaq Stock
Market Securities to be Traded on the Exchange Pursuant to UTP). See
also Securities Exchange Act Release No. 62479 (July 9, 2010), 75 FR
41264 (July 15, 2010) (SR-NYSEAmex-2010-31) (Notice of Filing of
Amendment Nos. 2 and 3, and Order Granting Accelerated Approval to a
Proposed Rule Change, as Modified by Amendment Nos. 1, 2, and 3
Thereto, To Adopt as a Pilot Program a New Rule Series for the
Trading of Securities Listed on the Nasdaq Stock Market Pursuant to
Unlisted Trading Privileges) (``UTP Pilot Program Approval Order'').
\4\ See Securities Exchange Act Release No. 58863 (October 27,
2008), 73 FR 65417 (November 3, 2008) (Notice of Filing and
Immediate Effectiveness of Amendment No. 20 to the UTP Plan). The
Exchange's predecessor, the American Stock Exchange LLC, joined the
UTP Plan in 2001. See Securities Exchange Act Release No. 55647
(April 19, 2007), 72 FR 20891 (April 26, 2007) (S7-24-89). In March
2009, the Exchange changed its name to NYSE Amex LLC. See Securities
Exchange Act Release No. 59575 (March 13, 2009), 74 FR 11803 (March
19, 2009) (SR-NYSEALTR-2009-24).
\5\ 15 U.S.C. 78l.
\6\ ``Nasdaq Securities'' is included within the definition of
``security'' as that term is used in the NYSE Amex Equities Rules.
See NYSE Amex Equities Rule 3. In accordance with this definition,
Nasdaq Securities are admitted to dealings on the Exchange on an
``issued,'' ``when issued,'' or ``when distributed'' basis. See NYSE
Amex Equities Rule 501.
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Rule 501--NYSE Amex Equities (Definitions)
Rule 501--NYSE Amex Equities provides certain defined terms, the
meanings of which are applicable for trading in Nasdaq Securities. All
other defined terms used in Rules 500-525--NYSE Amex Equities have the
meanings assigned to them in the NYSE Amex Equities Rules. Rule
501(e)(2)--NYSE Amex Equities lists specific order types that are not
accepted for trading in Nasdaq Securities and are therefore not
considered ``Orders'' under the UTP Pilot Program. The Exchange
proposes to include ``Market Orders'' and ``Stop Orders'' within Rule
501(e)(2)--NYSE Amex Equities, therefore eliminating submission of such
order types in Nasdaq Securities and likewise excluding them from the
definition of Order under the UTP Pilot Program.
Market and Stop Orders in Nasdaq Securities
Currently, if the Exchange is at the National Best Bid or Offer
(``NBBO''), a Market Order submitted in a Nasdaq Security will execute
against available contra-side liquidity at that best price. If size
remains unfilled, and another market is similarly at the NBBO, the
Market Order will route for execution against the away market's
protected bid or offer, in accordance with Rule 611 of Regulation
NMS.\7\ If size still remains unfilled after routing, the Market Order
will return to the Exchange and execute against the depth of the
Exchange's book, until it is either fully executed or available
liquidity on the Exchange is depleted. The Exchange notes that, as
provided under Rule 501(e)(1)(B)--NYSE Amex Equities, a Stop Order to
buy (sell) becomes a Market Order, and is treated as such for purposes
of execution and routing, when a transaction in the Nasdaq Security
occurs on the Exchange at or above (below) the stop price after the
order is received in to the Exchange's automated order routing system
or is manually represented by a Floor broker in the Crowd.
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\7\ 17 CFR 242.611. A protected bid or protected offer means a
quotation in an NMS stock that: (i) Is displayed by an automated
trading center; (ii) is disseminated pursuant to an effective
national market system plan; and (iii) is an automated quotation
that is the best bid or best offer of a national securities
exchange, the best bid or best offer of The Nasdaq Stock Market,
Inc., or the best bid or best offer of a national securities
association other than the best bid or best offer of The Nasdaq
Stock Market, Inc. 17 CFR 242.600(b)(57).
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Nasdaq Securities are thinly traded on the Exchange, which is not
the primary listing market, and account for less than 1% of total
volume in such securities across all markets. This lack of depth in
liquidity combined with the manner in which Market Orders (and Stop
Orders that become Market Orders) in Nasdaq Securities execute, route
and re-execute at the Exchange, creates the potential for multiple
rapid executions on the Exchange at increasingly inferior prices, until
the Market Order (or Stop Order that becomes a Market Order) is fully
executed. Submission of a large Market Order in a Nasdaq Security that
results in several executions on the Exchange at increasingly inferior
prices could potentially trigger individual stock volatility trading
pauses,\8\ raise questions of whether the execution should be busted
under the Exchange's clearly erroneous rule \9\ or create other
[[Page 76761]]
potentially harmful market-wide implications.
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\8\ See Rule 80C--NYSE Amex Equities (Trading Pauses in
Individual Securities Due to Extraordinary Market Volatility).
\9\ See Rule 128--NYSE Amex Equities (Clearly Erroneous
Executions For NYSE Amex Equities).
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This is not a concern with respect to trading Exchange-Listed
Securities because of the operation of Liquidity Replenishment Points
(``LRPs'').\10\ LRPs are pre-determined price points that temporarily
convert the automatic Exchange market to an auction market when it is
experiencing a large price movement based on a security's typical
trading characteristics or market conditions over short periods of time
during the trading day. LRPs work to dampen volatility and allow the
Designated Market Maker (``DMM'') assigned to such security to solicit
additional liquidity. However, LRPs are not applicable to trading in
Nasdaq Securities, and are therefore unavailable as a means to impede
or prevent these multiple rapid executions at increasingly inferior
prices. The Exchange believes that the elimination proposed herein is
an appropriate measure to reduce the potential for erroneous executions
and individual stock volatility trading pauses in Nasdaq Securities
until such time as other volatility curbs are in place.
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\10\ See Rule 1000(a)(iv)--NYSE Amex Equities.
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The Exchange believes that the elimination of Market and Stop
Orders in Nasdaq Securities would not hinder the ability of members and
member organizations to seek execution of their orders. On average,
only 113 Market Orders and 27 Stop Orders in Nasdaq Securities are
submitted to the Exchange each trading day, accounting for less than
0.0060% and 0.0014%, respectively, of the Exchange's 1,971,439 average
daily orders in Nasdaq Securities. Upon implementation of the proposed
rule change, members and member organizations could continue to utilize
several other existing order types, under Rule 13--NYSE Amex Equities,
for execution of their orders. The Exchange believes that, despite the
relative infrequency in which they are submitted, the potentially
harmful regulatory effects created by Market Orders (and Stop Orders
that become Market Orders) in Nasdaq Securities requires that they be
eliminated on the Exchange.
Accordingly, the Exchange proposes to eliminate the ability to
enter Market and Stop Orders. As proposed, an order in a Nasdaq
Security would be systematically rejected if submitted as a Market or
Stop Order. A member or member organization whose Market or Stop Order
is rejected would be required to re-submit the order to the Exchange,
if it all, as one of several permissible order types provided under
Rule 13--NYSE Amex Equities.
Rule 501(e)(1)(B)--Stop Order
The proposed inclusion of Stop Orders within Rule 501(e)(2)--NYSE
Amex Equities would require that Rule 501(e)(1)(B)--NYSE Amex Equities
be deleted. Rule 501(e)--NYSE Amex Equities modifies the meaning of
certain order types, including Stop Orders, as these terms are defined
under Rule 13--NYSE Amex Equities. Because the Exchange proposes to no
longer accept Stop Orders for trading in Nasdaq Securities, a modified
definition thereof is no longer necessary or appropriate. The Exchange
therefore proposes to delete Rule 501(e)(1)(B)--NYSE Amex Equities in
its entirety.
The Exchange will implement the system changes to no longer accept
Stop and Market Orders on or about December 6, 2010, but in no event,
any later than December 13, 2010, and will notify market participants
in advance when the change will be implemented.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\11\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\12\ in particular, in that it is designed to
prevent fraudulent and manipulative acts and practices, 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.
Specifically, the changes proposed herein would contribute to improving
the quality of executions in Nasdaq Securities on the Exchange and
avoiding executions of Nasdaq Securities at inferior prices.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition 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
Because the foregoing rule does not (i) significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days from the date on which it was filed, or such shorter time as the
Commission may designate if consistent with the protection of investors
and the public interest, the proposed rule change has become effective
pursuant to Section 19(b)(3)(A) of the Act \13\ and Rule 19b-4(f)(6)
thereunder.\14\
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires that a self-regulatory organization submit to the
Commission written notice of its intent to file the proposed rule
change, along with a brief description and text of the proposed rule
change, at least five business days prior to the filing of the
proposed rule change, or such shorter time as designated by the
Commission. The Exchange has satisfied this requirement.
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The Exchange has requested that the Commission waive the 30-day
operative delay so that the Exchange can eliminate market and stop
orders in Nasdaq-listed securities traded on the Exchange immediately.
The Exchange has represented that the elimination of market and stop
orders in Nasdaq-listed securities should lessen the potential for
multiple rapid executions on the Exchange at inferior prices as a
result of the lack of depth in liquidity for Nasdaq-listed securities
on the Exchange, and should therefore reduce the potential for
erroneous executions and individual stock volatility trading pauses in
Nasdaq-listed securities. In light of the benefits afforded by this
reduced potential, the Commission believes that waiving the 30-day
operative delay is consistent with the protection of investors and the
public interest.\15\
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\15\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act.
[[Page 76762]]
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-NYSEAmex-2010-108 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-NYSEAmex-2010-108. 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 the filing also will be
available for inspection and copying at the principal office of the
Exchange. All comments received will be posted without change; the
Commission does not edit personal identifying information from
submissions. You should submit only information that you wish to make
available publicly. All submissions should refer to File Number SR-
NYSEAmex-2010-108 and should be submitted on or before December 30,
2010.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. 2010-30883 Filed 12-8-10; 8:45 am]
BILLING CODE 8011-01-P