Self-Regulatory Organizations; EDGX Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend EDGX Rule 11.14 to Exclude from the Pilot Rule All Rights and Warrants, 74093-74095 [2011-30818]
Download as PDF
Federal Register / Vol. 76, No. 230 / Wednesday, November 30, 2011 / Notices
interest because such waiver would
allow the modified routing strategies to
become available on or about December
5, 2011, and would immediately
provide additional specificity to the
Exchange’s rules regarding routing
strategies and further enhance
transparency with respect to Exchange
routing offerings. For this reason, the
Commission designates the proposed
rule change to be operative upon filing
with the Commission.10
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.
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–EDGA–
2011–37 and should be submitted on or
before December 21, 2011.
IV. Solicitation of Comments
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Kevin M. O’Neill,
Deputy Secretary.
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
Number SR–EDGA–2011–37 on the
subject line.
emcdonald on DSK5VPTVN1PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–EDGA–2011–37. 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/
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
10 For the purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
VerDate Mar<15>2010
17:30 Nov 29, 2011
Jkt 226001
74093
text of the proposed rule change is
attached as Exhibit 5 3 and is available
on the Exchange’s Web site at https://
www.directedge.com, at the Exchange’s
principal office, at the Public Reference
Room of the Commission, and 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
self-regulatory organization has
prepared summaries, set forth in
Sections A, B and C below, of the most
significant aspects of such statements.
BILLING CODE 8011–01–P
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
1. Purpose
[FR Doc. 2011–30830 Filed 11–29–11; 8:45 am]
[Release No. 34–65823; File No. SR–EDGX–
2011–36]
Self-Regulatory Organizations; EDGX
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend EDGX Rule
11.14 to Exclude from the Pilot Rule All
Rights and Warrants
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
22, 2011, the EDGX Exchange, Inc. (the
‘‘Exchange’’ or the ‘‘EDGX’’) 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 selfregulatory organization. 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
EDGX Rule 11.14 to exclude from the
pilot rule all rights and warrants. The
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00055
Fmt 4703
Sfmt 4703
The Exchange proposes to amend
EDGX Rule 11.14(d) to exclude all rights
and warrants from the single stock
circuit breaker under the rule. The
Commission approved EDGX Rule 11.14
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’’).4 The
Exchange noted in its filing to adopt
EDGX Rule 11.14 that during the Pause
Pilot period it would continue to assess
whether additional securities need to be
added and whether the parameters of
EDGX Rule 11.14 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 notes that Exhibit 5 is attached
to the rule filing, but not to this Notice.
4 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).
E:\FR\FM\30NON1.SGM
30NON1
74094
Federal Register / Vol. 76, No. 230 / Wednesday, November 30, 2011 / Notices
emcdonald on DSK5VPTVN1PROD with NOTICES
list of Exchange Traded Products
(‘‘ETPs’’).5
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.6 Unlike
the original Pause Pilot securities, the
rules of primary listing markets apply
wider percentage price moves to the
Phase III Securities before a trading
pause is triggered.7 These changes to the
rules of primary listing markets became
effective on August 8, 2011.
Various exchanges and national
securities associations, including the
Exchange, 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, several primary listing 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
5 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.
63514 (December 9, 2010), 75 FR 78783 (December
16, 2010) (SR–EDGX–2010–23). On April 5, 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. 64204 (April 6, 2011), 76
FR 20394 (April 12, 2011) (SR–EDGX–2011–11).
6 See Securities Exchange Act Release No. 64735
(June 23, 2011), 76 FR 38243 (June 29, 2011) (SR–
EDGX–2011–14 and Amendment No. 1 thereto, et
al.).
7 Under the rules of primary listing markets, (i.e.
Nasdaq Rule 4120(a)(11)), 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.
VerDate Mar<15>2010
17:30 Nov 29, 2011
Jkt 226001
predetermined prices subject to various
timing and other conditions. 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. 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 the rules of various primary
listing markets 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, EDGX is proposing to
exclude rights and warrants from the
trading pauses issued by primary listing
markets, as referenced in EDGX Rule
11.14(d).
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the Act,8
in general, and furthers the objectives of
Section 6(b)(5),9 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) 10 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 the rules of various primary
listing markets and be subject to a
trading pause, even while the
underlying security continues to trade.
Although there is little benefit in
8 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
10 15 U.S.C. 78k–1(a)(1).
9 15
PO 00000
Frm 00056
Fmt 4703
Sfmt 4703
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 proposed rule change does not
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
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
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 11 and Rule
19b–4(f)(6) thereunder.12 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 13 and Rule 19b–4(f)(6)(iii)
thereunder.14
A proposed rule change filed under
Rule 19b–4(f)(6) 15 normally does not
become operative for 30 days after the
date of filing. However, pursuant to
Rule 19b–4(f)(6)(iii) 16 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
11 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
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 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.
15 17 CFR 240.19b–4(f)(6).
16 17 CFR 240.19b–4(f)(6)(iii).
12 17
E:\FR\FM\30NON1.SGM
30NON1
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–EDGX–
2011–36 and should be submitted on or
before December 21, 2011.
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
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–EDGX–2011–36 on the subject
line.
emcdonald on DSK5VPTVN1PROD with NOTICES
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.17
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.
SECURITIES AND EXCHANGE
COMMISSION
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–EDGX–2011–36. 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/
17 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).
VerDate Mar<15>2010
17:30 Nov 29, 2011
Jkt 226001
[FR Doc. 2011–30818 Filed 11–29–11; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–65820; File No. SR–ISE–
2011–79]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Amend ISE Rule 2102(f) to
Exclude From the Pilot Rule All Rights
and Warrants
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
22, 2011, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) 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 selfregulatory organization. The
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00057
Fmt 4703
Sfmt 4703
74095
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 2102(f) to exclude from the pilot
rule all rights and warrants.
The text of the proposed rule change
is available on the Exchange’s Internet
Web site at https://www.ise.com, at the
principal office of the Exchange, and 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
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 these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization 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
ISE proposes to amend Rule 2102(f) to
exclude all rights and warrants from the
trading pause process under the rule.
The Securities and Exchange
Commission (‘‘Commission’’) approved
Rule 2102(f) on a pilot basis on June 10,
2010, together with the analogous rules
of other equity exchanges (collectively
with NASDAQ, the ‘‘Exchanges’’) and
FINRA, to provide for trading pauses in
individual securities due to
extraordinary market volatility in all
securities included within the S&P 500
Index (‘‘S&P 500’’) (the ‘‘Pause Pilot’’).3
NASDAQ noted in its filing to adopt
Rule 2102(f) that during the Pause Pilot
period it would continue to assess
whether additional securities need to be
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).
E:\FR\FM\30NON1.SGM
30NON1
Agencies
[Federal Register Volume 76, Number 230 (Wednesday, November 30, 2011)]
[Notices]
[Pages 74093-74095]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-30818]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65823; File No. SR-EDGX-2011-36]
Self-Regulatory Organizations; EDGX Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Amend
EDGX Rule 11.14 to Exclude from the Pilot Rule All Rights and Warrants
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 22, 2011, the EDGX Exchange, Inc. (the ``Exchange'' or
the ``EDGX'') 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 self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend EDGX Rule 11.14 to exclude from the
pilot rule all rights and warrants. The text of the proposed rule
change is attached as Exhibit 5 \3\ and is available on the Exchange's
Web site at https://www.directedge.com, at the Exchange's principal
office, at the Public Reference Room of the Commission, and at https://www.sec.gov.
---------------------------------------------------------------------------
\3\ The Commission notes that Exhibit 5 is attached to the rule
filing, but not to this Notice.
---------------------------------------------------------------------------
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 self-regulatory organization 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
The Exchange proposes to amend EDGX Rule 11.14(d) to exclude all
rights and warrants from the single stock circuit breaker under the
rule. The Commission approved EDGX Rule 11.14 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'').\4\ The Exchange noted in its filing to adopt EDGX Rule 11.14
that during the Pause Pilot period it would continue to assess whether
additional securities need to be added and whether the parameters of
EDGX Rule 11.14 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
[[Page 74094]]
list of Exchange Traded Products (``ETPs'').\5\
---------------------------------------------------------------------------
\4\ 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).
\5\ 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. 63514 (December 9, 2010), 75
FR 78783 (December 16, 2010) (SR-EDGX-2010-23). On April 5, 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. 64204 (April 6, 2011), 76 FR 20394 (April 12, 2011) (SR-
EDGX-2011-11).
---------------------------------------------------------------------------
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.\6\ Unlike the
original Pause Pilot securities, the rules of primary listing markets
apply wider percentage price moves to the Phase III Securities before a
trading pause is triggered.\7\ These changes to the rules of primary
listing markets became effective on August 8, 2011.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 64735 (June 23,
2011), 76 FR 38243 (June 29, 2011) (SR-EDGX-2011-14 and Amendment
No. 1 thereto, et al.).
\7\ Under the rules of primary listing markets, (i.e. Nasdaq
Rule 4120(a)(11)), 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.
---------------------------------------------------------------------------
Various exchanges and national securities associations, including
the Exchange, 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, several primary
listing 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 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 the rules of various primary
listing markets 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, EDGX is
proposing to exclude rights and warrants from the trading pauses issued
by primary listing markets, as referenced in EDGX Rule 11.14(d).
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Act,\8\ in general, and furthers the objectives of Section 6(b)(5),\9\
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) \10\ 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 the rules of various
primary listing markets 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.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
\10\ 15 U.S.C. 78k-1(a)(1).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not 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
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
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 \11\ and Rule 19b-4(f)(6) thereunder.\12\
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 \13\ and Rule 19b-
4(f)(6)(iii) thereunder.\14\
---------------------------------------------------------------------------
\11\ 15 U.S.C. 78s(b)(3)(A)(iii).
\12\ 17 CFR 240.19b-4(f)(6).
\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 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.
---------------------------------------------------------------------------
A proposed rule change filed under Rule 19b-4(f)(6) \15\ normally
does not become operative for 30 days after the date of filing.
However, pursuant to Rule 19b-4(f)(6)(iii) \16\ 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
[[Page 74095]]
the proposal may become operative immediately upon filing.
---------------------------------------------------------------------------
\15\ 17 CFR 240.19b-4(f)(6).
\16\ 17 CFR 240.19b-4(f)(6)(iii).
---------------------------------------------------------------------------
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.\17\
---------------------------------------------------------------------------
\17\ 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).
---------------------------------------------------------------------------
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-EDGX-2011-36 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-EDGX-2011-36. 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/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-EDGX-2011-36 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\
---------------------------------------------------------------------------
\18\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2011-30818 Filed 11-29-11; 8:45 am]
BILLING CODE 8011-01-P