Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Customer Rebates in Penny Pilot Options, 42073-42075 [2012-17273]
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Federal Register / Vol. 77, No. 137 / Tuesday, July 17, 2012 / Notices
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
Numbers SR–NASDAQ–2012–043
and/or SR–NYSEArca–2012–37 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
Numbers SR–NASDAQ–2012–043
and/or SR–NYSEArca–2012–37. These
file numbers 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 SRO Proposals that
are filed with the Commission, and all
written communications relating to the
SRO Proposals 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 filings also will
be available for inspection and copying
at the principal office of the Exchanges.
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
Numbers SR–NASDAQ–2012–043
and/or SR–NYSEArca–2012–37 and
should be submitted on or before
August 16, 2012. Rebuttal comments
tkelley on DSK3SPTVN1PROD with NOTICES
328 17
CFR 200.30–3(a)(57).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 The Penny Pilot was established in March 2008
and in October 2009 was expanded and extended
through June 30, 2012. See Securities Exchange Act
Release Nos. 57579 (March 28, 2008), 73 FR 18587
(April 4, 2008) (SR–NASDAQ–2008–026 (notice of
filing and immediate effectiveness establishing
Penny Pilot); 60874 (October 23, 2009), 74 FR 56682
1 15
VerDate Mar<15>2010
16:53 Jul 16, 2012
Jkt 226001
should be submitted by August 31,
2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.328
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–17349 Filed 7–16–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–67388; File No. SR–
NASDAQ–2012–83]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
Customer Rebates in Penny Pilot
Options
July 10, 2012.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 2 thereunder,
notice is hereby given that, on June 29,
2012, The NASDAQ Stock Market LLC
(‘‘NASDAQ’’ 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.
42073
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaq.cchwallstreet.com, at
the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
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
Statutory Basis for, the Proposed Rule
Change
1. Purpose
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
NASDAQ proposes to modify Chapter
XV, entitled ‘‘Option Pricing,’’ at
Section 2 governing pricing for
NASDAQ members using the NASDAQ
Options Market (‘‘NOM’’), NASDAQ’s
facility for executing and routing
standardized equity and index options.
Specifically, NOM proposes to amend a
Penny Pilot 3 Option Customer Rebate to
Add Liquidity. The Exchange also
proposes a minor technical amendment.
While the changes proposed herein
are effective upon filing, the Exchange
has designated these changes to be
operative on July 2, 2012.
NASDAQ proposes to modify Chapter
XV, entitled ‘‘Option Pricing,’’ at
Section 2(1) governing the rebates and
fees assessed for option orders entered
into NOM. Specifically, the Exchange is
proposing to modify the five tier
structure for paying Customer Rebates to
Add Liquidity in Penny Pilot Options.
The Exchange proposes to amend the
qualifications for a Tier 4 Customer
Rebate to Add Liquidity to further
incentivize NOM Participants to route
Customer orders in Penny Pilot Options
to the Exchange by providing NOM
Participants another means of achieving
a certain volume criteria to qualify for
a rebate. The Exchange believes that
incentivizing NOM Participants to send
additional Customer orders in Penny
Pilot Options to the Exchange will
benefit all market participants by adding
liquidity to the market.
Specifically, the Exchange currently
pays a Customer Rebate to Add
Liquidity in Penny Pilot Options based
on the following tier structure:
(November 2, 2009) (SR–NASDAQ–2009–091)
(notice of filing and immediate effectiveness
expanding and extending Penny Pilot); 60965
(November 9, 2009), 74 FR 59292 (November 17,
2009) (SR–NASDAQ–2009–097) (notice of filing
and immediate effectiveness adding seventy-five
classes to Penny Pilot); 61455 (February 1, 2010),
75 FR 6239 (February 8, 2010) (SR–NASDAQ–
2010–013) (notice of filing and immediate
effectiveness adding seventy-five classes to Penny
Pilot); 62029 (May 4, 2010), 75 FR 25895 (May 10,
2010) (SR–NASDAQ–2010–053) (notice of filing
and immediate effectiveness adding seventy-five
classes to Penny Pilot); 65969 (December 15, 2011),
76 FR 79268 (December 21, 2011) (SR–NASDAQ–
2011–169) (notice of filing and immediate
effectiveness extending and replacing Penny Pilot);
SR–NADAQ–2012–075 (not published) (notice of
filing and immediate effectiveness extending and
replacing Penny Pilot). See also Exchange Rule
Chapter VI, Section 5.
PO 00000
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Fmt 4703
Sfmt 4703
E:\FR\FM\17JYN1.SGM
17JYN1
42074
Federal Register / Vol. 77, No. 137 / Tuesday, July 17, 2012 / Notices
Rebate to
add liquidity
Monthly volume
Tier 1 Participant adds Customer liquidity of up to 14,999 contracts per day in a month ...................................................................
Tier 2 Participant adds Customer liquidity of 15,000 to 49,999 contracts per day in a month ............................................................
Tier 3 Participant adds Customer liquidity of 50,000 to 74,999 contracts per day in a month ............................................................
Tier 4 Participant adds Customer liquidity of 75,000 or more contracts per day in a month ..............................................................
Tier 5 Participant adds (1) Customer liquidity of 25,000 or more contracts per day in a month, (2) the Participant has certified for
the Investor Support Program set forth in Rule 7014; and (3) the Participant executed at least one order on NASDAQ’s equity
market ..................................................................................................................................................................................................
Currently, Tier 4 firms that add
Customer liquidity of 75,000 or more
contracts per day in a month of
Customer order liquidity in Penny Pilot
Options receive a rebate of $0.44 per
contract. The Exchange proposes to
amend the Tier 4 Customer rebate by
also paying the $0.44 per contract
Customer Rebate to Add Liquidity in
Penny Pilot Options when a Participant
has a total volume of 100,000 or more
contracts per day in a month. Therefore,
in order to qualify for the Tier 4
Customer Rebate to Add Liquidity in
Penny Pilot Options, a Participant that
add Customer liquidity of 75,000 or
more contracts per day in a month or a
has total volume of 100,000 or more
contracts per day in a month would
receive a rebate of $0.44 per contract.4
For purposes of Tier 4, ‘‘Total Volume’’
shall be defined as Customer,
Professional, Firm, NOM Market
Maker 5 and Non-NOM Market Maker
volume in Penny Pilot Options which
either adds or removes liquidity. The
Exchange is also proposing to add this
definition of Total Volume in Chapter
XV, Section 2(1).
The Exchange also proposes a minor
technical amendment to redesignate
note ‘‘a’’ currently referencing Tier 5
with ‘‘b’’ and insert a new note ‘‘a’’
related to Tier 4.
tkelley on DSK3SPTVN1PROD with NOTICES
2. Statutory Basis
NASDAQ believes that the proposed
rule changes are consistent with the
provisions of Section 6 of the Act,6 in
general, and with Section 6(b)(4) of the
Act,7 in particular, in that it provides for
the equitable allocation of reasonable
dues, fees and other charges among
members and issuers and other persons
using any facility or system which
NASDAQ operates or controls.
The Exchange believes that the
proposed amended pricing tier is
reasonable, equitable and not unfairly
4 The Exchange is not proposing to amend the
$0.44 per contact rebate or any other Customer
rebate tier.
5 A NOM Participant must be registered as such
pursuant to Chapter VII, Section 2 of the NOM
Rules, and must also remain in good standing
pursuant to Chapter VII, Section 4.
6 15 U.S.C. 78f.
7 15 U.S.C. 78f(b)(4).
VerDate Mar<15>2010
16:53 Jul 16, 2012
Jkt 226001
discriminatory because it is part of an
existing program 8 to encourage brokerdealers acting as agent for Customer
orders to select the Exchange as a venue
to post Customer orders. The Exchange
believes that its success at attracting
Customer order flow benefits all market
participants by improving the quality of
order interaction and executions at the
Exchange. The Exchange believes the
existing monthly volume thresholds
have incentivized firms that route
Customer orders to the Exchange to
increase Customer order flow to the
Exchange. The Exchange desires to
continue to encourage firms that route
Customer orders to increase Customer
order flow to the Exchange by providing
an additional opportunity to qualify for
a Customer Rebate and earn a rebate.
The Exchange believes that amending
Tier 4 to provide that NOM Participants
that have total volume of 100,000 or
more contracts per day in a month may
also qualify for the Tier 4 rebate of $0.44
per contract in addition to those NOM
Participants that add Customer liquidity
of 75,000 or more contracts in Penny
Pilot Options in a month is reasonable
because it allows additional NOM
Participants to qualify for the Customer
rebate. Total Volume includes a
Customer, Professional, Firm, NOM
Market Maker and Non-NOM Market
Maker Penny Pilot Option that either
added or removed liquidity. The
Exchange believes that this added
incentive would allow additional NOM
Participants to qualify and receive the
Customer rebate.
The Exchange believes that amending
Tier 4 to provide that NOM Participants
who have total volume of 100,000 or
more contracts per day in a month may
also qualify for the Tier 4 rebate of $0.44
per contract in addition to those NOM
8 The Exchange adopted these monthly volume
achievement tiers in September 2011. See Securities
Exchange Act Release Nos. 65317 (September 12,
2011), 76 FR 57778 (September 16, 2011) (SR–
NASDAQ–2011–124), 65317 (September 12, 2011),
76 FR 61129 (October 3, 2011) (SR–NASDAQ–
2011–127), 66126 (January 10, 2012), 77 FR 2335
(January 17, 2012) (SR–NASDAQ–2012–003), 66360
(February 8, 2012), 77 FR 8312 (February 14, 2012)
(SR–NASDAQ–2012–022) and 66768 (April 6,
2012), 77 FR 22015 (April 12, 2012) (SR–NASDAQ–
2012–048).
PO 00000
Frm 00108
Fmt 4703
Sfmt 4703
$0.26
0.38
0.43
0.44
0.42
Participants that add Customer liquidity
of 75,000 or more contracts in Penny
Pilot Options in a month is equitable
and not unfairly discriminatory because
all NOM Participants that transact
Customer orders in Penny Options are
eligible for the Customer rebates.9
The Exchange believes that the
calculation of Total Volume for
purposes of qualifying for amended Tier
4 is reasonable because the Exchange is
providing NOM Participants with an
added opportunity to receive a Tier 4
Customer rebate by adding volume from
all market participants, not only
Customer volume. The Exchange
believes this amendment will allow a
greater number of NOM Participants to
qualify for the Tier 4 rebate.
The Exchange believes that the
calculation of Total Volume for
purposes of qualifying for amended Tier
4 is equitable and not unfairly
discriminatory because all NOM
Participants that transact Customer
orders in Penny Pilot Options would be
eligible to qualify for a rebate starting
with the first executed contract that
added Customer liquidity.10 The
Exchange’s proposal to renumber the
notes to add a new note referencing Tier
4 is reasonable, equitable and not
unfairly discriminatory because these
amendments provide greater clarity and
accuracy to the Rule text.
The Exchange operates in a highly
competitive market comprised of ten
U.S. options exchanges in which
sophisticated and knowledgeable
market participants can and do send
order flow to competing exchanges if
they deem fee levels at a particular
exchange to be excessive or rebate
opportunities to be inadequate. The
Exchange believes that the proposed
rebate scheme is competitive and
similar to other fees, rebates and tier
opportunities in place on other
exchanges. The Exchange believes that
this competitive marketplace materially
impacts rebates present on the Exchange
9 Tier 1 pays a rebate for NOM Participants that
add Customer liquidity of up to 14,999 contracts
per day in a month of Penny Options. There is no
required minimum volume of Customer orders to
qualify for a Customer Rebate to Add Liquidity.
10 See note 9.
E:\FR\FM\17JYN1.SGM
17JYN1
Federal Register / Vol. 77, No. 137 / Tuesday, July 17, 2012 / Notices
today and substantially influences the
proposal set forth above.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASDAQ does not believe that the
proposed rule changes will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
To the contrary, NASDAQ has designed
its fees to compete effectively for the
execution and routing of options
contracts and to reduce the overall cost
to investors of options trading. The
Exchange believes that incentivizing
NOM Participants to transact greater
Customer volume on the Exchange
benefits all market participants because
of the increased liquidity to the market.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.11 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:
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–NASDAQ–2012–83. 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 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–
NASDAQ–2012–83 and should be
submitted on or before August 7, 2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
tkelley on DSK3SPTVN1PROD with NOTICES
[FR Doc. 2012–17392 Filed 7–16–12; 8:45 am]
BILLING CODE 8025–01–P
DEPARTMENT OF TRANSPORTATION
Federal Aviation Administration
[Summary Notice No. PE–2012–28]
AGENCY:
SMALL BUSINESS ADMINISTRATION
Florida Disaster Number FL–00071
U.S. Small Business
Administration.
ACTION: Amendment 2.
AGENCY:
This is an amendment of the
Presidential declaration of a major
SUMMARY:
U.S.C. 78s(b)(3)(A)(ii).
12 17
Jkt 226001
James E. Rivera,
Associate Administrator for Disaster
Assistance.
BILLING CODE 8011–01–P
• 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–NASDAQ–2012–83 on the
subject line.
16:53 Jul 16, 2012
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
[FR Doc. 2012–17273 Filed 7–16–12; 8:45 am]
[Disaster Declaration #13103 and #13104]
VerDate Mar<15>2010
disaster for the State of FLORIDA
(FEMA–4068–DR), dated 07/03/2012.
Incident: Tropical Storm Debby.
Incident Period: 06/23/2012 and
continuing.
Effective Date: 07/09/2012.
Physical Loan Application Deadline
Date: 09/04/2012.
EIDL Loan Application Deadline Date:
04/03/2013.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: The notice
of the Presidential disaster declaration
for the State of Florida, dated 07/03/
2012 is hereby amended to include the
following areas as adversely affected by
the disaster:
Primary Counties: (Physical Damage and
Economic Injury Loans): Duval;
Nassau; Union.
Contiguous Counties: (Economic Injury
Loans Only):
Georgia: Camden.
All other information in the original
declaration remains unchanged.
Petition for Exemption; Reopening of
Comment Period
Electronic Comments
11 15
42075
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CFR 200.30–3(a)(12).
Frm 00109
Fmt 4703
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Federal Aviation
Administration (FAA), DOT.
ACTION: Notice of petition for
exemption; Reopening of comment
period.
This action reopens the
comment period for a petition for
exemption that was published on May
24, 2012. The relief sought in the
petition for exemption would permit
ICON Aircraft to incorporate a SpinResistant Airframe (SRA) in the ICON
A5 at a weight above the current LightSport Aircraft (LSA) definition.
Independent Aircraft Inc. has requested
SUMMARY:
E:\FR\FM\17JYN1.SGM
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Agencies
[Federal Register Volume 77, Number 137 (Tuesday, July 17, 2012)]
[Notices]
[Pages 42073-42075]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-17273]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-67388; File No. SR-NASDAQ-2012-83]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Relating to Customer Rebates in Penny Pilot Options
July 10, 2012.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 \2\ thereunder, notice is hereby given
that, on June 29, 2012, The NASDAQ Stock Market LLC (``NASDAQ'' 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
NASDAQ proposes to modify Chapter XV, entitled ``Option Pricing,''
at Section 2 governing pricing for NASDAQ members using the NASDAQ
Options Market (``NOM''), NASDAQ's facility for executing and routing
standardized equity and index options. Specifically, NOM proposes to
amend a Penny Pilot \3\ Option Customer Rebate to Add Liquidity. The
Exchange also proposes a minor technical amendment.
---------------------------------------------------------------------------
\3\ The Penny Pilot was established in March 2008 and in October
2009 was expanded and extended through June 30, 2012. See Securities
Exchange Act Release Nos. 57579 (March 28, 2008), 73 FR 18587 (April
4, 2008) (SR-NASDAQ-2008-026 (notice of filing and immediate
effectiveness establishing Penny Pilot); 60874 (October 23, 2009),
74 FR 56682 (November 2, 2009) (SR-NASDAQ-2009-091) (notice of
filing and immediate effectiveness expanding and extending Penny
Pilot); 60965 (November 9, 2009), 74 FR 59292 (November 17, 2009)
(SR-NASDAQ-2009-097) (notice of filing and immediate effectiveness
adding seventy-five classes to Penny Pilot); 61455 (February 1,
2010), 75 FR 6239 (February 8, 2010) (SR-NASDAQ-2010-013) (notice of
filing and immediate effectiveness adding seventy-five classes to
Penny Pilot); 62029 (May 4, 2010), 75 FR 25895 (May 10, 2010) (SR-
NASDAQ-2010-053) (notice of filing and immediate effectiveness
adding seventy-five classes to Penny Pilot); 65969 (December 15,
2011), 76 FR 79268 (December 21, 2011) (SR-NASDAQ-2011-169) (notice
of filing and immediate effectiveness extending and replacing Penny
Pilot); SR-NADAQ-2012-075 (not published) (notice of filing and
immediate effectiveness extending and replacing Penny Pilot). See
also Exchange Rule Chapter VI, Section 5.
---------------------------------------------------------------------------
While the changes proposed herein are effective upon filing, the
Exchange has designated these changes to be operative on July 2, 2012.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaq.cchwallstreet.com, at the principal office of
the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set 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
Statutory Basis for, the Proposed Rule Change
1. Purpose
NASDAQ proposes to modify Chapter XV, entitled ``Option Pricing,''
at Section 2(1) governing the rebates and fees assessed for option
orders entered into NOM. Specifically, the Exchange is proposing to
modify the five tier structure for paying Customer Rebates to Add
Liquidity in Penny Pilot Options. The Exchange proposes to amend the
qualifications for a Tier 4 Customer Rebate to Add Liquidity to further
incentivize NOM Participants to route Customer orders in Penny Pilot
Options to the Exchange by providing NOM Participants another means of
achieving a certain volume criteria to qualify for a rebate. The
Exchange believes that incentivizing NOM Participants to send
additional Customer orders in Penny Pilot Options to the Exchange will
benefit all market participants by adding liquidity to the market.
Specifically, the Exchange currently pays a Customer Rebate to Add
Liquidity in Penny Pilot Options based on the following tier structure:
[[Page 42074]]
------------------------------------------------------------------------
Rebate to
Monthly volume add
liquidity
------------------------------------------------------------------------
Tier 1 Participant adds Customer liquidity of up to 14,999 $0.26
contracts per day in a month..............................
Tier 2 Participant adds Customer liquidity of 15,000 to 0.38
49,999 contracts per day in a month.......................
Tier 3 Participant adds Customer liquidity of 50,000 to 0.43
74,999 contracts per day in a month.......................
Tier 4 Participant adds Customer liquidity of 75,000 or 0.44
more contracts per day in a month.........................
Tier 5 Participant adds (1) Customer liquidity of 25,000 or 0.42
more contracts per day in a month, (2) the Participant has
certified for the Investor Support Program set forth in
Rule 7014; and (3) the Participant executed at least one
order on NASDAQ's equity market...........................
------------------------------------------------------------------------
Currently, Tier 4 firms that add Customer liquidity of 75,000 or
more contracts per day in a month of Customer order liquidity in Penny
Pilot Options receive a rebate of $0.44 per contract. The Exchange
proposes to amend the Tier 4 Customer rebate by also paying the $0.44
per contract Customer Rebate to Add Liquidity in Penny Pilot Options
when a Participant has a total volume of 100,000 or more contracts per
day in a month. Therefore, in order to qualify for the Tier 4 Customer
Rebate to Add Liquidity in Penny Pilot Options, a Participant that add
Customer liquidity of 75,000 or more contracts per day in a month or a
has total volume of 100,000 or more contracts per day in a month would
receive a rebate of $0.44 per contract.\4\ For purposes of Tier 4,
``Total Volume'' shall be defined as Customer, Professional, Firm, NOM
Market Maker \5\ and Non-NOM Market Maker volume in Penny Pilot Options
which either adds or removes liquidity. The Exchange is also proposing
to add this definition of Total Volume in Chapter XV, Section 2(1).
---------------------------------------------------------------------------
\4\ The Exchange is not proposing to amend the $0.44 per contact
rebate or any other Customer rebate tier.
\5\ A NOM Participant must be registered as such pursuant to
Chapter VII, Section 2 of the NOM Rules, and must also remain in
good standing pursuant to Chapter VII, Section 4.
---------------------------------------------------------------------------
The Exchange also proposes a minor technical amendment to
redesignate note ``a'' currently referencing Tier 5 with ``b'' and
insert a new note ``a'' related to Tier 4.
2. Statutory Basis
NASDAQ believes that the proposed rule changes are consistent with
the provisions of Section 6 of the Act,\6\ in general, and with Section
6(b)(4) of the Act,\7\ in particular, in that it provides for the
equitable allocation of reasonable dues, fees and other charges among
members and issuers and other persons using any facility or system
which NASDAQ operates or controls.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f.
\7\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that the proposed amended pricing tier is
reasonable, equitable and not unfairly discriminatory because it is
part of an existing program \8\ to encourage broker-dealers acting as
agent for Customer orders to select the Exchange as a venue to post
Customer orders. The Exchange believes that its success at attracting
Customer order flow benefits all market participants by improving the
quality of order interaction and executions at the Exchange. The
Exchange believes the existing monthly volume thresholds have
incentivized firms that route Customer orders to the Exchange to
increase Customer order flow to the Exchange. The Exchange desires to
continue to encourage firms that route Customer orders to increase
Customer order flow to the Exchange by providing an additional
opportunity to qualify for a Customer Rebate and earn a rebate.
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\8\ The Exchange adopted these monthly volume achievement tiers
in September 2011. See Securities Exchange Act Release Nos. 65317
(September 12, 2011), 76 FR 57778 (September 16, 2011) (SR-NASDAQ-
2011-124), 65317 (September 12, 2011), 76 FR 61129 (October 3, 2011)
(SR-NASDAQ-2011-127), 66126 (January 10, 2012), 77 FR 2335 (January
17, 2012) (SR-NASDAQ-2012-003), 66360 (February 8, 2012), 77 FR 8312
(February 14, 2012) (SR-NASDAQ-2012-022) and 66768 (April 6, 2012),
77 FR 22015 (April 12, 2012) (SR-NASDAQ-2012-048).
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The Exchange believes that amending Tier 4 to provide that NOM
Participants that have total volume of 100,000 or more contracts per
day in a month may also qualify for the Tier 4 rebate of $0.44 per
contract in addition to those NOM Participants that add Customer
liquidity of 75,000 or more contracts in Penny Pilot Options in a month
is reasonable because it allows additional NOM Participants to qualify
for the Customer rebate. Total Volume includes a Customer,
Professional, Firm, NOM Market Maker and Non-NOM Market Maker Penny
Pilot Option that either added or removed liquidity. The Exchange
believes that this added incentive would allow additional NOM
Participants to qualify and receive the Customer rebate.
The Exchange believes that amending Tier 4 to provide that NOM
Participants who have total volume of 100,000 or more contracts per day
in a month may also qualify for the Tier 4 rebate of $0.44 per contract
in addition to those NOM Participants that add Customer liquidity of
75,000 or more contracts in Penny Pilot Options in a month is equitable
and not unfairly discriminatory because all NOM Participants that
transact Customer orders in Penny Options are eligible for the Customer
rebates.\9\
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\9\ Tier 1 pays a rebate for NOM Participants that add Customer
liquidity of up to 14,999 contracts per day in a month of Penny
Options. There is no required minimum volume of Customer orders to
qualify for a Customer Rebate to Add Liquidity.
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The Exchange believes that the calculation of Total Volume for
purposes of qualifying for amended Tier 4 is reasonable because the
Exchange is providing NOM Participants with an added opportunity to
receive a Tier 4 Customer rebate by adding volume from all market
participants, not only Customer volume. The Exchange believes this
amendment will allow a greater number of NOM Participants to qualify
for the Tier 4 rebate.
The Exchange believes that the calculation of Total Volume for
purposes of qualifying for amended Tier 4 is equitable and not unfairly
discriminatory because all NOM Participants that transact Customer
orders in Penny Pilot Options would be eligible to qualify for a rebate
starting with the first executed contract that added Customer
liquidity.\10\ The Exchange's proposal to renumber the notes to add a
new note referencing Tier 4 is reasonable, equitable and not unfairly
discriminatory because these amendments provide greater clarity and
accuracy to the Rule text.
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\10\ See note 9.
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The Exchange operates in a highly competitive market comprised of
ten U.S. options exchanges in which sophisticated and knowledgeable
market participants can and do send order flow to competing exchanges
if they deem fee levels at a particular exchange to be excessive or
rebate opportunities to be inadequate. The Exchange believes that the
proposed rebate scheme is competitive and similar to other fees,
rebates and tier opportunities in place on other exchanges. The
Exchange believes that this competitive marketplace materially impacts
rebates present on the Exchange
[[Page 42075]]
today and substantially influences the proposal set forth above.
B. Self-Regulatory Organization's Statement on Burden on Competition
NASDAQ does not believe that the proposed rule changes will result
in any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act, as amended. To the contrary,
NASDAQ has designed its fees to compete effectively for the execution
and routing of options contracts and to reduce the overall cost to
investors of options trading. The Exchange believes that incentivizing
NOM Participants to transact greater Customer volume on the Exchange
benefits all market participants because of the increased liquidity to
the market.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\11\ 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.
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\11\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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 Number SR-NASDAQ-2012-83 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASDAQ-2012-83. 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 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-NASDAQ-2012-83 and should be
submitted on or before August 7, 2012.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2012-17273 Filed 7-16-12; 8:45 am]
BILLING CODE 8011-01-P