Self-Regulatory Organizations; National Stock Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Exclude All Rights and Warrants From the Definition of “Circuit Breaker Securities” and Providing the Appropriate Provisions for an Early Scheduled Close, 74103-74105 [2011-30816]
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Federal Register / Vol. 76, No. 230 / Wednesday, November 30, 2011 / Notices
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–EDGA–
2011–38 and should be submitted on or
before December 21, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–30817 Filed 11–29–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65821; File No. SR–NSX–
2011–13]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Exclude
All Rights and Warrants From the
Definition of ‘‘Circuit Breaker
Securities’’ and Providing the
Appropriate Provisions for an Early
Scheduled Close
November 23, 2011.
emcdonald on DSK5VPTVN1PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
18, 2011, National Stock Exchange, Inc.
filed with the Securities and Exchange
Commission (‘‘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 comment on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
National Stock Exchange, Inc.
(‘‘NSX®’’ or the ‘‘Exchange’’), proposes
to amend NSX Rule 11.20 to coordinate
its rule with those of other markets, by
excluding all rights and warrants from
the definition of ‘‘Circuit Breaker
Securities’’ and providing the
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Jkt 226001
appropriate provisions for an early
scheduled close.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nsx.com, at the principal
office of the Exchange, at the
Commission’s Public Reference Room,
and at the Commission’s Web site at
https://www.sec.gov.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant 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 Exchange proposes to amend
NSX Rule 11.20B Commentary .05 to
exclude all rights and warrants from the
single stock circuit breaker under the
rule and add additional direction for
when pauses are triggered on early
closing days. The Commission approved
NSX Rule 11.20B on a pilot basis on
June 10, 2010 to provide for trading
pauses in individual securities due to
extraordinary market volatility
(‘‘Trading Pause’’) in all securities
included within the S&P 500® Index
(‘‘S&P 500’’) (‘‘Pause Pilot’’).3 The
Exchange noted in its filing to adopt
NSX Rule 11.20B that during the Pause
Pilot period it would continue to assess
whether additional securities need to be
added and whether the parameters of
NSX Rule 11.20B would need to be
modified to accommodate trading
characteristics of different securities.
The Exchange subsequently received
approval to add to the Pause Pilot the
securities included in the Russell 1000®
Index (‘‘Russell 1000’’) and a specified
3 The Commission approved the Pause Pilot for
all equities exchanges and FINRA. See Securities
Exchange Act Release No. 62252 (June 10, 2010), 75
FR 34186 (June 16, 2010) (File Nos. SR–BATS–
2010–014; SR–EDGA–2010–01; SR–EDGX–2010–01;
SR–BX–2010–037; SR–ISE–2010–48; SR–NYSE–
2010–39; SR–NYSEAmex–2010–46; SR–NYSEArca–
2010–41; SR–NASDAQ–2010–061; SR–CHX–2010–
10; SR–NSX–2010–05; and SR–CBOE–2010–047)
and Securities Exchange Act Release No. 62251
(June 10, 2010), 75 FR 34183 (June 16, 2010) (SR–
FINRA–2010–025).
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74103
list of Exchange Traded Products
(‘‘ETPs’’).4
On June 23, 2011, the Commission
approved proposed rule changes of the
Exchanges to amend certain of their
respective rules to expand the Pause
Pilot to include all remaining NMS
stocks (‘‘Phase III Securities’’), which
included rights and warrants.5 Unlike
the original Pause Pilot securities,
amended NSX Rule 11.20B applies
wider percentage price moves to the
Phase III Securities before a trading
pause is triggered.6 The changes to NSX
Rule 11.20B became effective on August
8, 2011.
Since then, the markets have analyzed
the nature of the trading pauses
triggered since adoption of the Pause
Pilot and noted that over 25% of such
pauses have occurred in rights and
warrants. Further, the markets have
experienced a significant increase in
trading pauses involving rights and
warrants since the implementation of
the Phase III Securities, with such
pauses representing approximately 52%
[sic] all trading pauses occurring
through the end of August 2011. Rights
and warrants trade on equity exchanges,
but are closely related to call options.
Rights and warrants entitle owners to
purchase shares of stock at
predetermined prices subject to various
timing and other conditions. Like
options, the price of rights and warrants
4 The Commission approved the addition to the
Pause Pilot of the securities included in the Russell
1000 and ETPs, where applicable, for all equities
exchanges and FINRA. See Securities Exchange Act
Release No. 62884 (September 10, 2010), 75 FR
56618 (September 16, 2010) (File Nos. SR–BATS–
2010–018; SR–BX–2010–044; SR–CBOE–2010–065;
SR–CHX–2010–14; SR–EDGA–2010–05; SR–EDGX–
2010–05; SR–ISE–2010–66; SR–NASDAQ–2010–
079; SR–NYSE–2010–49; SR–NYSEAmex–2010–63;
SR–NYSEArca–2010–61; and SR–NSX–2010–08
and Securities Exchange Act Release No. 62883
(September 10, 2010), 75 FR 56608 (September 16,
2010) (SR–FINRA–2010–033). The Exchange
submitted a proposed rule change shortly after the
addition of the Russell 1000 securities and ETPs to
extend the operation of the Pause Pilot, which was
set to expire on December 10, 2010, until April 11,
2011. See Securities Exchange Act Release No.
63512 (December 9, 2010), 75 FR 78786 (December
16, 2010) (SR–NSX–2010–17). On March 31, 2011,
the Exchange submitted a proposed rule change to
further extend the Pause Pilot until the earlier of
August 11, 2011 or the date on which a limit up/
limit down mechanism to address extraordinary
market volatility, if adopted, applies. See Securities
Exchange Act Release No. 64213 (April 6, 2011), 76
FR 20409 (April 12, 2011) (SR–NSX–2011–04).
5 See Securities Exchange Act Release No. 64735
(June 23, 2011), 76 FR 38243 (June 29, 2011) (SR–
NSX–2011–06, et al.).
6 Under amended NSX Rule 11.20B, a pause is
triggered by a 30% or more price move in a Phase
III Security priced at $1 or higher, and by a 50%
or more price move to such a security priced less
than $1. The price of a security is based on the
closing price on the previous trading day, or, if no
closing price exists, the last sale reported to the
Consolidated Tape on the previous trading day.
E:\FR\FM\30NON1.SGM
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74104
Federal Register / Vol. 76, No. 230 / Wednesday, November 30, 2011 / Notices
emcdonald on DSK5VPTVN1PROD with NOTICES
are affected by the price of the
underlying stock as well as other
factors, particularly the volatility of the
stock. As a consequence, the prices of
rights and warrants may move more
dramatically than the prices of the
underlying stocks even when the rights
and warrants (and the underlying stock)
are trading in an orderly manner. This
difference in trading behavior may
result in a scenario whereby the rights
and warrants trigger the circuit breaker
under NSX Rule 11.20B and are subject
to a trading pause, even while the
underlying stock continues to trade.
This can be particularly true of rights
and warrants that have low prices.
Accordingly, the Exchange is proposing
to exclude rights and warrants from the
trading pause under NSX Rule 11.20B.
Finally, as a conforming edit, the
Exchange has added language to address
when individual trading pauses would
occur on a day of an early close. This
change ensures the Exchange remains in
agreement with the other markets with
respect to when the pauses will be
triggered on early closing days.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),7 in general, and furthers the
objectives of Section 6(b)(5),8 in
particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, and to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system. The
proposed rule change also is designed to
support the principles of Section
11A(a)(1) 9 of the Act in that it seeks to
ensure fair competition among brokers
and dealers and among exchange
markets. The Exchange believes that the
proposed rule meets these requirements
because it excludes certain securities
from the rule’s coverage that are prone
to triggering pauses because of their
unique characteristics. These securities
are unique in that they may move more
dramatically than the prices of the
underlying stocks to which they are
related even when both securities are
trading in an orderly manner. As such,
the securities that are subject to this
proposal may trigger the circuit breaker
under NSX Rule 11.20B and be subject
to a trading pause, even while the
7 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
9 15 U.S.C. 78k–1(a)(1).
8 15
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17:30 Nov 29, 2011
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underlying security continues to trade.
Although there is little benefit in
pausing trading in these securities, such
pauses sequester regulatory resources
that are better applied to the review of
trading pauses in other securities that
have a greater impact on the national
market system.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 10 and Rule
19b–4(f)(6) thereunder.11 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 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 12 and Rule 19b–4(f)(6)(iii)
thereunder.13
A proposed rule change filed under
Rule 19b–4(f)(6) 14 normally does not
become operative for 30 days after the
date of filing. However, pursuant to
Rule 19b–4(f)(6)(iii) 15 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest. The
Exchange has asked the Commission to
waive the 30-day operative delay so that
10 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
12 15 U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires the Exchange to give the
Commission written notice of the Exchange’s 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 date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
14 17 CFR 240.19b–4(f)(6).
15 17 CFR 240.19b–4(f)(6)(iii).
11 17
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Frm 00066
Fmt 4703
Sfmt 4703
the proposal may become operative
immediately upon filing.
The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest.
Including rights and warrants in the
pilot program which may trigger a
circuit breaker and be subject to a
trading pause, even while the
underlying security continues to trade,
provides little benefit and has the
potential to create confusion among
investors. Excluding rights and warrants
from the pilot program should minimize
investor confusion that could result
from temporary trading pauses in these
securities. For this reason, the
Commission designates the proposed
rule change as operative upon the date
of this Notice.16
At any time within 60 days of the
filing of the 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.
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 email to rulecomments@sec.gov. Please include File
No. SR–NSX–2011–13 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–NSX–2011–13. This file number
should be included on the subject line
if email 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/
16 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).
E:\FR\FM\30NON1.SGM
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Federal Register / Vol. 76, No. 230 / Wednesday, November 30, 2011 / Notices
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–NSX–2011–
13 and should be submitted on or before
December 21, 2011.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2011–30816 Filed 11–29–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65819; File No. SR–FINRA–
2011–068]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend FINRA Rule
6121.01 (Trading Pauses) To Exclude
Rights and Warrants From the Trading
Pause Pilot
emcdonald on DSK5VPTVN1PROD with NOTICES
November 23, 2011.
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 November
21, 2011, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by FINRA. FINRA has designated the
proposed rule change as constituting a
‘‘non-controversial’’ rule change under
paragraph (f)(6) of Rule 19b–4 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
FINRA is proposing to amend
Supplementary Material .01 (Trading
Pauses) to FINRA Rule 6121 (Trading
Halts Due to Extraordinary Market
Volatility) to exclude all rights and
warrants from the trading pause pilot.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FINRA included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. FINRA has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
FINRA proposes to amend FINRA
Rule 6121.01 (Trading Pauses) to
exclude all rights and warrants from the
trading pause pilot. The Commission
approved FINRA Rule 6121.01 on a
pilot basis on June 10, 2010 to provide
for trading pauses in individual
securities due to extraordinary market
volatility (‘‘Trading Pause Pilot’’).4 The
pilot was developed and implemented
as a market-wide initiative by FINRA
and other self-regulatory organizations
(‘‘SROs’’) in consultation with
Commission staff. Initially, the pilot
covered only the securities included in
the S&P 500 ® Index (‘‘S&P 500’’)
(‘‘Phase I securities’’). FINRA and the
other SROs subsequently expanded the
3 17
CFR 240.19b–4(f)(6).
Securities Exchange Act Release No. 62251
(June 10, 2010), 75 FR 34183 (June 16, 2010) (Order
Approving File No. SR–FINRA–2010–025).
17 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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4 See
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74105
Trading Pause Pilot to add the securities
included in the Russell 1000 ® Index
and a specified list of exchange traded
products (‘‘Phase II securities’’).5 FINRA
and the other SROs have stated in
previous filings that they would
continue to review whether and when to
add securities to the pilot and whether
the parameters of the pilot should be
adjusted for different securities.6
On June 23, 2011, the Commission
approved proposed amendments by
FINRA and the other SROs to expand
the Trading Pause Pilot to include all
remaining NMS stocks (‘‘Phase III
securities’’), which included rights and
warrants.7 With respect to the Phase III
securities, the SRO rules 8 apply wider
percentage price moves for triggering a
trading pause than apply to the Phase I
or Phase II securities.9
The trading pauses triggered since the
adoption of the Trading Pause Pilot
have been analyzed and over 25% of
trading pauses have occurred in rights
and warrants. Further, the SROs have
experienced a significant increase in
trading pauses involving rights and
warrants since the inclusion of the
Phase III securities, with such pauses
representing as much as 52% of all
trading pauses occurring through the
end of August 2011 on one exchange.
Rights and warrants trade on equity
exchanges, but are closely related to call
options.10 Like options, the price of
rights and warrants are affected by the
price of the underlying stock as well as
other factors, particularly the volatility
of the stock. Consequently, the price of
rights and warrants may move more
dramatically than the price of the
underlying stock, even when the rights
and warrants (and the underlying stock)
5 See Securities Exchange Act Release No. 62883
(September 10, 2010), 75 FR 56608 (September 16,
2010) (Order Approving File No. SR–FINRA–2010–
033).
6 See e.g., Securities Exchange Act Release No.
62416 (June 30, 2010), 75 FR 39069 (July 7, 2010)
(Notice of Filing of File No. SR–FINRA–2010–033).
7 See Securities Exchange Act Release No. 64735
(June 23, 2011), 76 FR 38243 (June 29, 2011) (Order
Approving File No. SR–FINRA–2011–023). This
amendment became effective on August 8, 2011.
8 FINRA’s trading pause rule does not include
specific trigger percentages, but rather provides that
FINRA will halt trading otherwise than on an
exchange in a security if a primary listing market
has issued an individual stock trading pause under
its rules.
9 For example, under amended NASDAQ Rule
4120(a)(11), a pause is triggered by a 30% or more
price move in a Phase III Security priced at $1.00
or higher, and by a 50% or more price move to such
a security priced less than $1.00. The price of a
security is based on the closing price on the
previous trading day or, if no closing price exists,
the last sale reported to the consolidated tape on the
previous trading day.
10 Rights and warrants entitle owners to purchase
shares of stock at predetermined prices subject to
timing and various other conditions.
E:\FR\FM\30NON1.SGM
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Agencies
[Federal Register Volume 76, Number 230 (Wednesday, November 30, 2011)]
[Notices]
[Pages 74103-74105]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-30816]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65821; File No. SR-NSX-2011-13]
Self-Regulatory Organizations; National Stock Exchange, Inc.;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Exclude All Rights and Warrants From the Definition of ``Circuit
Breaker Securities'' and Providing the Appropriate Provisions for an
Early Scheduled Close
November 23, 2011.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on November 18, 2011, National Stock Exchange, Inc. filed with the
Securities and Exchange Commission (``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 comment on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
National Stock Exchange, Inc. (``NSX[supreg]'' or the
``Exchange''), proposes to amend NSX Rule 11.20 to coordinate its rule
with those of other markets, by excluding all rights and warrants from
the definition of ``Circuit Breaker Securities'' and providing the
appropriate provisions for an early scheduled close.
The text of the proposed rule change is available on the Exchange's
Web site at https://www.nsx.com, at the principal office of the
Exchange, at the Commission's Public Reference Room, and at the
Commission's Web site at https://www.sec.gov.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant 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 Exchange proposes to amend NSX Rule 11.20B Commentary .05 to
exclude all rights and warrants from the single stock circuit breaker
under the rule and add additional direction for when pauses are
triggered on early closing days. The Commission approved NSX Rule
11.20B on a pilot basis on June 10, 2010 to provide for trading pauses
in individual securities due to extraordinary market volatility
(``Trading Pause'') in all securities included within the S&P
500[supreg] Index (``S&P 500'') (``Pause Pilot'').\3\ The Exchange
noted in its filing to adopt NSX Rule 11.20B that during the Pause
Pilot period it would continue to assess whether additional securities
need to be added and whether the parameters of NSX Rule 11.20B would
need to be modified to accommodate trading characteristics of different
securities. The Exchange subsequently received approval to add to the
Pause Pilot the securities included in the Russell 1000[supreg] Index
(``Russell 1000'') and a specified list of Exchange Traded Products
(``ETPs'').\4\
---------------------------------------------------------------------------
\3\ The Commission approved the Pause Pilot for all equities
exchanges and FINRA. See Securities Exchange Act Release No. 62252
(June 10, 2010), 75 FR 34186 (June 16, 2010) (File Nos. SR-BATS-
2010-014; SR-EDGA-2010-01; SR-EDGX-2010-01; SR-BX-2010-037; SR-ISE-
2010-48; SR-NYSE-2010-39; SR-NYSEAmex-2010-46; SR-NYSEArca-2010-41;
SR-NASDAQ-2010-061; SR-CHX-2010-10; SR-NSX-2010-05; and SR-CBOE-
2010-047) and Securities Exchange Act Release No. 62251 (June 10,
2010), 75 FR 34183 (June 16, 2010) (SR-FINRA-2010-025).
\4\ The Commission approved the addition to the Pause Pilot of
the securities included in the Russell 1000 and ETPs, where
applicable, for all equities exchanges and FINRA. See Securities
Exchange Act Release No. 62884 (September 10, 2010), 75 FR 56618
(September 16, 2010) (File Nos. SR-BATS-2010-018; SR-BX-2010-044;
SR-CBOE-2010-065; SR-CHX-2010-14; SR-EDGA-2010-05; SR-EDGX-2010-05;
SR-ISE-2010-66; SR-NASDAQ-2010-079; SR-NYSE-2010-49; SR-NYSEAmex-
2010-63; SR-NYSEArca-2010-61; and SR-NSX-2010-08 and Securities
Exchange Act Release No. 62883 (September 10, 2010), 75 FR 56608
(September 16, 2010) (SR-FINRA-2010-033). The Exchange submitted a
proposed rule change shortly after the addition of the Russell 1000
securities and ETPs to extend the operation of the Pause Pilot,
which was set to expire on December 10, 2010, until April 11, 2011.
See Securities Exchange Act Release No. 63512 (December 9, 2010), 75
FR 78786 (December 16, 2010) (SR-NSX-2010-17). On March 31, 2011,
the Exchange submitted a proposed rule change to further extend the
Pause Pilot until the earlier of August 11, 2011 or the date on
which a limit up/limit down mechanism to address extraordinary
market volatility, if adopted, applies. See Securities Exchange Act
Release No. 64213 (April 6, 2011), 76 FR 20409 (April 12, 2011) (SR-
NSX-2011-04).
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On June 23, 2011, the Commission approved proposed rule changes of
the Exchanges to amend certain of their respective rules to expand the
Pause Pilot to include all remaining NMS stocks (``Phase III
Securities''), which included rights and warrants.\5\ Unlike the
original Pause Pilot securities, amended NSX Rule 11.20B applies wider
percentage price moves to the Phase III Securities before a trading
pause is triggered.\6\ The changes to NSX Rule 11.20B became effective
on August 8, 2011.
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\5\ See Securities Exchange Act Release No. 64735 (June 23,
2011), 76 FR 38243 (June 29, 2011) (SR-NSX-2011-06, et al.).
\6\ Under amended NSX Rule 11.20B, a pause is triggered by a 30%
or more price move in a Phase III Security priced at $1 or higher,
and by a 50% or more price move to such a security priced less than
$1. The price of a security is based on the closing price on the
previous trading day, or, if no closing price exists, the last sale
reported to the Consolidated Tape on the previous trading day.
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Since then, the markets have analyzed the nature of the trading
pauses triggered since adoption of the Pause Pilot and noted that over
25% of such pauses have occurred in rights and warrants. Further, the
markets have experienced a significant increase in trading pauses
involving rights and warrants since the implementation of the Phase III
Securities, with such pauses representing approximately 52% [sic] all
trading pauses occurring through the end of August 2011. Rights and
warrants trade on equity exchanges, but are closely related to call
options. Rights and warrants entitle owners to purchase shares of stock
at predetermined prices subject to various timing and other conditions.
Like options, the price of rights and warrants
[[Page 74104]]
are affected by the price of the underlying stock as well as other
factors, particularly the volatility of the stock. As a consequence,
the prices of rights and warrants may move more dramatically than the
prices of the underlying stocks even when the rights and warrants (and
the underlying stock) are trading in an orderly manner. This difference
in trading behavior may result in a scenario whereby the rights and
warrants trigger the circuit breaker under NSX Rule 11.20B and are
subject to a trading pause, even while the underlying stock continues
to trade. This can be particularly true of rights and warrants that
have low prices. Accordingly, the Exchange is proposing to exclude
rights and warrants from the trading pause under NSX Rule 11.20B.
Finally, as a conforming edit, the Exchange has added language to
address when individual trading pauses would occur on a day of an early
close. This change ensures the Exchange remains in agreement with the
other markets with respect to when the pauses will be triggered on
early closing days.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Securities Exchange Act of 1934 (the ``Act''),\7\ in general, and
furthers the objectives of Section 6(b)(5),\8\ in particular, in that
it is designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in facilitating
transactions in securities, and to remove impediments to and perfect
the mechanism of a free and open market and a national market system.
The proposed rule change also is designed to support the principles of
Section 11A(a)(1) \9\ of the Act in that it seeks to ensure fair
competition among brokers and dealers and among exchange markets. The
Exchange believes that the proposed rule meets these requirements
because it excludes certain securities from the rule's coverage that
are prone to triggering pauses because of their unique characteristics.
These securities are unique in that they may move more dramatically
than the prices of the underlying stocks to which they are related even
when both securities are trading in an orderly manner. As such, the
securities that are subject to this proposal may trigger the circuit
breaker under NSX Rule 11.20B and be subject to a trading pause, even
while the underlying security continues to trade. Although there is
little benefit in pausing trading in these securities, such pauses
sequester regulatory resources that are better applied to the review of
trading pauses in other securities that have a greater impact on the
national market system.
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\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(5).
\9\ 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
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has neither solicited nor received written comments on
the proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \10\ and Rule 19b-4(f)(6) thereunder.\11\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
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 \12\ and Rule 19b-
4(f)(6)(iii) thereunder.\13\
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\10\ 15 U.S.C. 78s(b)(3)(A)(iii).
\11\ 17 CFR 240.19b-4(f)(6).
\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires the Exchange to give the Commission written notice of the
Exchange's 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 date of 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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A proposed rule change filed under Rule 19b-4(f)(6) \14\ normally
does not become operative for 30 days after the date of filing.
However, pursuant to Rule 19b-4(f)(6)(iii) \15\ the Commission may
designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposal
may become operative immediately upon filing.
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\14\ 17 CFR 240.19b-4(f)(6).
\15\ 17 CFR 240.19b-4(f)(6)(iii).
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The Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public interest.
Including rights and warrants in the pilot program which may trigger a
circuit breaker and be subject to a trading pause, even while the
underlying security continues to trade, provides little benefit and has
the potential to create confusion among investors. Excluding rights and
warrants from the pilot program should minimize investor confusion that
could result from temporary trading pauses in these securities. For
this reason, the Commission designates the proposed rule change as
operative upon the date of this Notice.\16\
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\16\ 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 the 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. 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 email to rule-comments@sec.gov. Please include
File No. SR-NSX-2011-13 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-NSX-2011-13. This file
number should be included on the subject line if email 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/
[[Page 74105]]
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-NSX-
2011-13 and should be submitted on or before December 21, 2011.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2011-30816 Filed 11-29-11; 8:45 am]
BILLING CODE 8011-01-P