Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change to PSX Rule 3301(f)(8) Concerning the Processing of the Price To Comply Order, 30038-30040 [2012-12195]
Download as PDF
30038
Federal Register / Vol. 77, No. 98 / Monday, May 21, 2012 / Notices
accurate clearance and settlement of
securities through increased
efficiencies. The Commission agrees
with the commenter that the proposed
rule change will help promote effective
risk management and provides for
increased efficiencies by taking into
account offsetting positions. Moreover,
the Commission has repeatedly found
that similar cross-margining programs
for ‘‘Market Professionals’’ are
consistent with clearing agency
requirements under Section 17A of the
Act.37 Because the Market Professional
Cross-Margining Program being
approved by this Order helps further
linked or coordinated facilities for
clearance and settlement of transactions
while facilitating their prompt and
accurate clearance and settlement and
safeguards securities and funds in
FICC’s custody or control or for which
it is responsible, the Commission
believes that the proposed rule change
is consistent with Section 17A of the
Act and, therefore, is approving FICC’s
proposed rule change.
V. Conclusion
On the basis of the foregoing, the
Commission finds that the proposal is
consistent with the requirements of the
Act and in particular with the
requirements of Section 17A of the
Act 38 and the rules and regulations
thereunder.
It is therefore ordered, pursuant to
Section 19(b)(2) 39 of the Act, that the
proposed rule change (File No. SR–
FICC–2012–03) be, and hereby is,
approved.40
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.41
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–12181 Filed 5–18–12; 8:45 am]
ebenthall on DSK5SPTVN1PROD with NOTICES
BILLING CODE 8011–01–P
37 See
note 6, supra.
U.S.C. 78q–1.
39 15 U.S.C. 78s(b)(2).
40 In approving this proposed rule change the
Commission has considered the proposed rule’s
impact of efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
41 17 CFR 200.30–3(a)(12).
38 15
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66992; File No. SR–Phlx–
2012–62]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change to PSX Rule
3301(f)(8) Concerning the Processing
of the Price To Comply Order
May 15, 2012.
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 May 4,
2012, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III 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 clarify how
the processing of a Price to Comply
Order under PSX Rule 3301(f)(8)
operates based on the method of entry.
The Exchange will implement the
change effective May 14, 2012.
The text of the proposed rule change
is below. Proposed new language is in
italics; proposed deletions are in
brackets.
*
*
*
*
*
3301. Definitions
The following definitions apply to the
Rule 3200 and 3300 Series for the
trading of securities on PSX.
(a)–(e)
(f) The term ‘‘Order Type’’ shall mean
the unique processing prescribed for
designated orders that are eligible for
entry into the System, and shall include:
(1)–(6) No change.
(7) Reserved.
(8) ‘‘Price to Comply Order’’ are
orders that, if, at the time of entry, a
Price to Comply Order would lock or
cross the quotation of an external
market, the order will be priced to the
current low offer (for bids) or to the
current best bid (for offers) and
displayed at a price one minimum price
increment lower than the offer (for bids)
or higher than the bid (for offers). The
displayed and undisplayed prices of a
Price to Comply order entered through
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00076
Fmt 4703
Sfmt 4703
an OUCH port may be adjusted once or
multiple times depending upon [the
method of order entry and] the election
of the member firm and changes to the
prevailing NBBO. The displayed and
undisplayed prices of a Price to Comply
order entered through a RASH port may
be adjusted multiple times, depending
upon changes to the prevailing NBBO.
(9)–(11) No change.
(g)–(i) No change.
*
*
*
*
*
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 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
Phlx is proposing to clarify the effect
that the methods of order entry have on
the processing of Price to Comply
Orders, as described in PSX Rule
3301(f)(8).3 Price to Comply Orders
allow members to quote aggressively
and still comply with the locked and
crossed markets provisions of
Regulation NMS.4
As part of the launch of its PSX
equities market in October 2010, Phlx
adopted many substantially similar
equities rules to that of its sister
exchange The NASDAQ Stock Market
LLC (‘‘NASDAQ’’), including the Price
to Comply Order type under PSX Rule
3301(f)(8).5 NASDAQ amended its
definition of the Price to Comply Order
type under NASDAQ Rule 4751(f)(7) in
June 2008.6 Prior to June 2008, if at the
time of entry on NASDAQ a Price to
3 ‘‘Price to Comply Order’’ is an order such that,
if, at the time of entry, it would lock or cross the
quotation of an external market, the order will be
priced to the current low offer (for bids) or to the
current best bid (for offers) and displayed at a price
one minimum price increment lower than the offer
(for bids) or higher than the bid (for offers).
4 17 CFR 242.610.
5 Securities Exchange Act Release No. 62877
(September 9, 2010), 75 FR 56633 (September 16,
2010) (SR–Phlx–2010–79).
6 Securities Exchange Act Release No. 57910
(June 3, 2008), 73 FR 32776 (June 10, 2008) (SR–
NASDAQ–2008–049).
E:\FR\FM\21MYN1.SGM
21MYN1
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Federal Register / Vol. 77, No. 98 / Monday, May 21, 2012 / Notices
Comply Order would create a violation
of SEC Rule 610(d) by locking or
crossing the protected quote of an
external market or would cause a
violation of SEC Rule 611 by trading
through such a protected quote, the
order was converted by the NASDAQ
system to a Non-Displayed Order, as
defined in NASDAQ Rule 4751(e)(3),7
and re-priced to the current low offer
(for bids) or to the current best bid (for
offers). Thereafter, such Non-Displayed
Orders were cancelled by the NASDAQ
system if the market moved through the
price of the order after the order was
accepted.
The June 2008 amendment changed
how the NASDAQ Price to Comply
Order operates so that a locking or
crossing order is no longer converted to
a Non-Displayed Order, but rather is
displayed at the most aggressive price
possible, one minimum price increment
worse than the locking price. NASDAQ
also added language to the rule,
subsequently mirrored in PSX Rule
3301(f)(8), which noted that NASDAQ
may adjust the displayed and
undisplayed prices of a Price to Comply
Order once or multiple times,
depending on the method of order entry
and changes to the National Best Bid
and Offer (‘‘NBBO’’). In its discussion of
the rule change, NASDAQ explained
that the displayed and undisplayed
price of an individual order may be
modified one or more times depending
upon the manner of order entry into the
system. In particular, if a member
chooses to enter a Price to Comply
Order via NASDAQ’s RASH protocol,
the order is priced upon entry and may
be adjusted multiple times in response
to changes in the prevailing NBBO to
move the displayed price closer to the
original entered price and display the
best possible price consistent with the
provisions of Regulation NMS. In
addition, each time the displayed price
is adjusted, the order will receive a new
timestamp for purposes of determining
its price/time priority according to
NASDAQ’s existing processing rules. If
a Price to Comply Order is entered via
NASDAQ’s OUCH protocol, however,
the order will be repriced only upon
entry and the order is not repriced in
the event the prevailing NBBO changes.
The PSX Price to Comply Order
operates in the same manner as the
NASDAQ Price to Comply Order.
7 ‘‘Non-Displayed Order’’ is a limit order that is
not displayed in the NASDAQ system, but
nevertheless remains available for potential
execution against all incoming orders until
executed in full or cancelled. Phlx’s definition of
Non-Displayed Order under Rule 3301(e)(2) mirrors
in substance that of NASDAQ’s definition.
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Phlx is proposing to amend PSX Rule
3301(f)(8) to clarify the effect that the
method of order entry has on the
processing of the Price to Comply Order.
As noted above, the method of entry of
a Price to Comply Order determines
whether the order is repriced once or
multiple times. This will continue to be
the case under the amended rule;
however, an OUCH subscriber will be
afforded the choice to have its Price to
Comply Order be subject to repricing
either only once or multiple times.
Member firms will designate each
OUCH protocol order port to use either
the single or multiple repricing
functionality for Price to Comply Orders
entered via that port.8 A RASH
subscriber will continue to have all
Price to Comply Orders repriced
multiple times, when appropriate. The
methodology for repricing Price to
Comply Orders will not vary based on
how the order is entered. Like RASHentered Price to Comply Orders, each
time the OUCH-entered order is
repriced it will receive a new timestamp
for purposes of determining its price/
time priority. As such, a repriced Price
to Comply order is treated as a new
order in terms of priority and, as such,
there is no guarantee that the OUCHentered Price to Comply Order will
receive priority when it becomes
actionable after repricing.
Phlx believes that the new
functionality and related rule change
will serve to reduce the order traffic
received using the OUCH protocol. Phlx
notes that, in certain cases, a member
will submit a Price to Comply Order at
an aggressive price that it anticipates
will be at the NBBO. Often such an
order is not submitted at the NBBO and
is not executed after repricing because
the market does not move to the
adjusted order price. In these cases, the
member firm will typically submit
additional aggressive orders, which
likewise are not executed. Because the
OUCH protocol is used by member firms
that are able to submit a large volume
of orders, Phlx believes that offering
such firms the ability to have Phlx
reprice their Price to Comply Orders
multiple times will serve to reduce the
excessive volume of orders entered into
the system which are ultimately
canceled.
As noted, Phlx will continue to offer
OUCH subscribers an alternative to the
multiple repricing functionality so that
such member firms may elect to have
their locked or crossed Price to Comply
Orders repriced only once, consistent
8 In the absence of designation from a member
firm, Phlx will default the member’s OUCH port(s)
to single repricing.
PO 00000
Frm 00077
Fmt 4703
Sfmt 4703
30039
with the current process. Phlx believes
that this will accommodate member
firms that seek the certainty of repricing
at most once or whose trading systems
depend on the existing repricing
mechanism.
Phlx is also making a technical
change to PSX Rule 3301(f) to add an
omitted subsection (7) to the numbering
under the rule, noting that it is reserved
for future use.
2. Statutory Basis
Phlx believes that the proposed rule
change is consistent with the provisions
of Section 6 of the Act,9 in general, and
with Section 6(b)(5) of the Act 10 in
particular, in that the proposal 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
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, 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. Phlx believes this
proposal is consistent with the
Exchange Act and, specifically, Rules
610 and 611of Regulation NMS in that
it is designed to prevent orders from
locking and crossing market or trading
through protected quotes, while also
promoting a more efficient market. In
this regard, Phlx believes that the
proposed rule change will promote the
efficient use of the Exchange by
reducing the number of orders entered
into the market and ultimately canceled.
As noted, OUCH users tend to enter a
relatively large number of aggressive
orders that are ultimately canceled after
repricing. The proposed rule change
will reduce the excessive order traffic
experienced by the Exchange due to
these cancelled orders and promote the
more efficient use of the market by
providing OUCH subscribers, who tend
to enter the greatest number of such
cancelled orders, an option to have the
Exchange reprice a single order multiple
times. Phlx also believes that permitting
a high volume user the option to
continue to have the Exchange reprice
its Price to Comply Order only upon
order entry, when appropriate, will
ensure member firms with internal
systems that act in reliance of this
function will continue to operate
without disruption.
9 15
U.S.C. 78f.
U.S.C. 78f(b)(5).
10 15
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30040
Federal Register / Vol. 77, No. 98 / Monday, May 21, 2012 / Notices
Paper Comments
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 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
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing 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 for 30 days after the date of
the filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to 19(b)(3)(A)
of the Act 11 and Rule 19b–4(f)(6) 12
thereunder.
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. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
ebenthall on DSK5SPTVN1PROD with NOTICES
• 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–Phlx–2012–62 on the subject
line.
• 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–Phlx–2012–62. 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
10:00 a.m. and 3:00 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–Phlx–2012–
62 and should be submitted on or before
June 11, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–12195 Filed 5–18–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–66994; File No. SR–NYSE–
2012–12]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending
Sections 102.01C and 103.01B of the
Exchange’s Listed Company Manual
To Permit the Listing of Emerging
Growth Companies on the Basis of
Two Years of Reported Financial Data
May 15, 2012.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on May 4,
2012, New York Stock Exchange LLC
(‘‘NYSE’’ or the ‘‘Exchange’’) 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 self-regulatory
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
Sections 102.01C and 103.01B of the
Exchange’s Listed Company Manual
(the ‘‘Manual’’) to permit the listing of
companies on the basis of two years of
reported financial data as permitted
under the JOBS Act.4 The text of the
proposed rule change is available at the
Exchange, the Commission’s Public
Reference Room, and 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,
1 15
U.S.C. 78s(b)(3)(A).
12 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
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 Commission notes that the
Exchange has satisfied this requirement.
VerDate Mar<15>2010
18:18 May 18, 2012
Jkt 226001
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
4 The Commission notes that the JOBS Act
permits companies that meet the definition of an
‘‘emerging growth company’’ to include two years
of audited financial data in their registration
statement rather than the normally required three
years and does not specifically address exchange
listings.
2 15
11 15
13 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00078
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E:\FR\FM\21MYN1.SGM
21MYN1
Agencies
[Federal Register Volume 77, Number 98 (Monday, May 21, 2012)]
[Notices]
[Pages 30038-30040]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-12195]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-66992; File No. SR-Phlx-2012-62]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change to PSX Rule
3301(f)(8) Concerning the Processing of the Price To Comply Order
May 15, 2012.
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 May 4, 2012, NASDAQ OMX PHLX LLC (``Phlx'' or ``Exchange'') filed
with the Securities and Exchange Commission (``SEC'' or ``Commission'')
the proposed rule change as described in Items I, II, and III 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.
---------------------------------------------------------------------------
\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 clarify how the processing of a Price to
Comply Order under PSX Rule 3301(f)(8) operates based on the method of
entry. The Exchange will implement the change effective May 14, 2012.
The text of the proposed rule change is below. Proposed new
language is in italics; proposed deletions are in brackets.
* * * * *
3301. Definitions
The following definitions apply to the Rule 3200 and 3300 Series
for the trading of securities on PSX.
(a)-(e)
(f) The term ``Order Type'' shall mean the unique processing
prescribed for designated orders that are eligible for entry into the
System, and shall include:
(1)-(6) No change.
(7) Reserved.
(8) ``Price to Comply Order'' are orders that, if, at the time of
entry, a Price to Comply Order would lock or cross the quotation of an
external market, the order will be priced to the current low offer (for
bids) or to the current best bid (for offers) and displayed at a price
one minimum price increment lower than the offer (for bids) or higher
than the bid (for offers). The displayed and undisplayed prices of a
Price to Comply order entered through an OUCH port may be adjusted once
or multiple times depending upon [the method of order entry and] the
election of the member firm and changes to the prevailing NBBO. The
displayed and undisplayed prices of a Price to Comply order entered
through a RASH port may be adjusted multiple times, depending upon
changes to the prevailing NBBO.
(9)-(11) No change.
(g)-(i) No change.
* * * * *
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 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
Phlx is proposing to clarify the effect that the methods of order
entry have on the processing of Price to Comply Orders, as described in
PSX Rule 3301(f)(8).\3\ Price to Comply Orders allow members to quote
aggressively and still comply with the locked and crossed markets
provisions of Regulation NMS.\4\
---------------------------------------------------------------------------
\3\ ``Price to Comply Order'' is an order such that, if, at the
time of entry, it would lock or cross the quotation of an external
market, the order will be priced to the current low offer (for bids)
or to the current best bid (for offers) and displayed at a price one
minimum price increment lower than the offer (for bids) or higher
than the bid (for offers).
\4\ 17 CFR 242.610.
---------------------------------------------------------------------------
As part of the launch of its PSX equities market in October 2010,
Phlx adopted many substantially similar equities rules to that of its
sister exchange The NASDAQ Stock Market LLC (``NASDAQ''), including the
Price to Comply Order type under PSX Rule 3301(f)(8).\5\ NASDAQ amended
its definition of the Price to Comply Order type under NASDAQ Rule
4751(f)(7) in June 2008.\6\ Prior to June 2008, if at the time of entry
on NASDAQ a Price to
[[Page 30039]]
Comply Order would create a violation of SEC Rule 610(d) by locking or
crossing the protected quote of an external market or would cause a
violation of SEC Rule 611 by trading through such a protected quote,
the order was converted by the NASDAQ system to a Non-Displayed Order,
as defined in NASDAQ Rule 4751(e)(3),\7\ and re-priced to the current
low offer (for bids) or to the current best bid (for offers).
Thereafter, such Non-Displayed Orders were cancelled by the NASDAQ
system if the market moved through the price of the order after the
order was accepted.
---------------------------------------------------------------------------
\5\ Securities Exchange Act Release No. 62877 (September 9,
2010), 75 FR 56633 (September 16, 2010) (SR-Phlx-2010-79).
\6\ Securities Exchange Act Release No. 57910 (June 3, 2008), 73
FR 32776 (June 10, 2008) (SR-NASDAQ-2008-049).
\7\ ``Non-Displayed Order'' is a limit order that is not
displayed in the NASDAQ system, but nevertheless remains available
for potential execution against all incoming orders until executed
in full or cancelled. Phlx's definition of Non-Displayed Order under
Rule 3301(e)(2) mirrors in substance that of NASDAQ's definition.
---------------------------------------------------------------------------
The June 2008 amendment changed how the NASDAQ Price to Comply
Order operates so that a locking or crossing order is no longer
converted to a Non-Displayed Order, but rather is displayed at the most
aggressive price possible, one minimum price increment worse than the
locking price. NASDAQ also added language to the rule, subsequently
mirrored in PSX Rule 3301(f)(8), which noted that NASDAQ may adjust the
displayed and undisplayed prices of a Price to Comply Order once or
multiple times, depending on the method of order entry and changes to
the National Best Bid and Offer (``NBBO''). In its discussion of the
rule change, NASDAQ explained that the displayed and undisplayed price
of an individual order may be modified one or more times depending upon
the manner of order entry into the system. In particular, if a member
chooses to enter a Price to Comply Order via NASDAQ's RASH protocol,
the order is priced upon entry and may be adjusted multiple times in
response to changes in the prevailing NBBO to move the displayed price
closer to the original entered price and display the best possible
price consistent with the provisions of Regulation NMS. In addition,
each time the displayed price is adjusted, the order will receive a new
timestamp for purposes of determining its price/time priority according
to NASDAQ's existing processing rules. If a Price to Comply Order is
entered via NASDAQ's OUCH protocol, however, the order will be repriced
only upon entry and the order is not repriced in the event the
prevailing NBBO changes. The PSX Price to Comply Order operates in the
same manner as the NASDAQ Price to Comply Order.
Phlx is proposing to amend PSX Rule 3301(f)(8) to clarify the
effect that the method of order entry has on the processing of the
Price to Comply Order. As noted above, the method of entry of a Price
to Comply Order determines whether the order is repriced once or
multiple times. This will continue to be the case under the amended
rule; however, an OUCH subscriber will be afforded the choice to have
its Price to Comply Order be subject to repricing either only once or
multiple times. Member firms will designate each OUCH protocol order
port to use either the single or multiple repricing functionality for
Price to Comply Orders entered via that port.\8\ A RASH subscriber will
continue to have all Price to Comply Orders repriced multiple times,
when appropriate. The methodology for repricing Price to Comply Orders
will not vary based on how the order is entered. Like RASH-entered
Price to Comply Orders, each time the OUCH-entered order is repriced it
will receive a new timestamp for purposes of determining its price/time
priority. As such, a repriced Price to Comply order is treated as a new
order in terms of priority and, as such, there is no guarantee that the
OUCH-entered Price to Comply Order will receive priority when it
becomes actionable after repricing.
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\8\ In the absence of designation from a member firm, Phlx will
default the member's OUCH port(s) to single repricing.
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Phlx believes that the new functionality and related rule change
will serve to reduce the order traffic received using the OUCH
protocol. Phlx notes that, in certain cases, a member will submit a
Price to Comply Order at an aggressive price that it anticipates will
be at the NBBO. Often such an order is not submitted at the NBBO and is
not executed after repricing because the market does not move to the
adjusted order price. In these cases, the member firm will typically
submit additional aggressive orders, which likewise are not executed.
Because the OUCH protocol is used by member firms that are able to
submit a large volume of orders, Phlx believes that offering such firms
the ability to have Phlx reprice their Price to Comply Orders multiple
times will serve to reduce the excessive volume of orders entered into
the system which are ultimately canceled.
As noted, Phlx will continue to offer OUCH subscribers an
alternative to the multiple repricing functionality so that such member
firms may elect to have their locked or crossed Price to Comply Orders
repriced only once, consistent with the current process. Phlx believes
that this will accommodate member firms that seek the certainty of
repricing at most once or whose trading systems depend on the existing
repricing mechanism.
Phlx is also making a technical change to PSX Rule 3301(f) to add
an omitted subsection (7) to the numbering under the rule, noting that
it is reserved for future use.
2. Statutory Basis
Phlx believes that the proposed rule change is consistent with the
provisions of Section 6 of the Act,\9\ in general, and with Section
6(b)(5) of the Act \10\ in particular, in that the proposal 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 regulating, clearing, settling,
processing information with respect to, and facilitating transactions
in securities, 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. Phlx believes this proposal
is consistent with the Exchange Act and, specifically, Rules 610 and
611of Regulation NMS in that it is designed to prevent orders from
locking and crossing market or trading through protected quotes, while
also promoting a more efficient market. In this regard, Phlx believes
that the proposed rule change will promote the efficient use of the
Exchange by reducing the number of orders entered into the market and
ultimately canceled. As noted, OUCH users tend to enter a relatively
large number of aggressive orders that are ultimately canceled after
repricing. The proposed rule change will reduce the excessive order
traffic experienced by the Exchange due to these cancelled orders and
promote the more efficient use of the market by providing OUCH
subscribers, who tend to enter the greatest number of such cancelled
orders, an option to have the Exchange reprice a single order multiple
times. Phlx also believes that permitting a high volume user the option
to continue to have the Exchange reprice its Price to Comply Order only
upon order entry, when appropriate, will ensure member firms with
internal systems that act in reliance of this function will continue to
operate without disruption.
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\9\ 15 U.S.C. 78f.
\10\ 15 U.S.C. 78f(b)(5).
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[[Page 30040]]
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 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
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing 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 for 30 days after the date of the filing, or such
shorter time as the Commission may designate, it has become effective
pursuant to 19(b)(3)(A) of the Act \11\ and Rule 19b-4(f)(6) \12\
thereunder.
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file 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 Commission notes that the Exchange has satisfied this
requirement.
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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. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File No. SR-Phlx-2012-62 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-Phlx-2012-62. 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
10:00 a.m. and 3:00 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-Phlx-2012-62 and should be
submitted on or before June 11, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-12195 Filed 5-18-12; 8:45 am]
BILLING CODE 8011-01-P