Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Order Approving Proposed Rule Change To Modify Certain Disclosure Requirements To Require Issuers To Publicly Describe the Specific Basis and Concern Identified by Nasdaq When a Listed Issuer Does Not Meet a Listing Standard and Give Nasdaq the Authority To Make a Public Announcement When a Listed Issuer Fails To Make a Public Announcement, 73104-73106 [2012-29605]
Download as PDF
73104
Federal Register / Vol. 77, No. 236 / Friday, December 7, 2012 / Notices
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
SECURITIES AND EXCHANGE
COMMISSION
All submissions should refer to File
Number SR–ICC–2012–22. 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
filings will also be available for
inspection and copying at the principal
office of ICE Clear Credit and on ICE
Clear Credit’s Web site at https://
www.theice.com/publicdocs/
regulatory_filings/
ICEClearCredit_111912.pdf.
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–ICC–2012–22 and should
be submitted on or before December 28,
2012.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–29565 Filed 12–6–12; 8:45 am]
tkelley on DSK3SPTVN1PROD with
BILLING CODE 8011–01–P
[Release No. 34–68343; File No. SR–
NASDAQ–2012–118]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Order
Approving Proposed Rule Change To
Modify Certain Disclosure
Requirements To Require Issuers To
Publicly Describe the Specific Basis
and Concern Identified by Nasdaq
When a Listed Issuer Does Not Meet a
Listing Standard and Give Nasdaq the
Authority To Make a Public
Announcement When a Listed Issuer
Fails To Make a Public Announcement
December 3, 2012.
I. Introduction
On October 3, 2012, The NASDAQ
Stock Market LLC (‘‘Nasdaq’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
modify certain disclosure requirements
surrounding a listed issuer’s noncompliance with the Exchange’s listing
rules and give the Exchange the
authority to issue a public
announcement when a listed issuer fails
to do so. The proposed rule change was
published in the Federal Register on
October 19, 2012.3 The Commission
received no comments on the proposal.
This order approves the proposed rule
change.
II. Description of the Proposal
Before an issuer lists its securities on
the Exchange for trading, the issuer and
the securities must meet the Exchange’s
initial listing standards.4 These
standards include, among other things,
minimum financial standards such as
total market value, stock price, the
number of publicly traded shares, and
corporate governance standards to
ensure transparency and accountability
to the issuer’s stakeholders. Once the
securities are listed for trading, the
issuer and the securities would need to
meet the Exchange’s continued listing
standards to remain listed on the
Exchange.5
In addition to the quantitative and
corporate governance listing standards,
Nasdaq Rule 5101 also gives the
Exchange discretion to deny listing or
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 34–
68053 (October 15, 2012), 77 FR 64369.
4 See Nasdaq Rule 5000 series.
5 See id.
2 17
10 17
CFR 200.30–3(a)(12).
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18:05 Dec 06, 2012
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Frm 00097
Fmt 4703
Sfmt 4703
continued listing based on any event or
condition that makes such listing or
continued listing inadvisable or
unwarranted, even though the securities
meet all enumerated standards.6 Nasdaq
rules discuss in more detail the use of
such discretion and state that the
Exchange may deny initial or continued
listing because it has concluded that
‘‘* * * a public interest concern is so
serious that no remedial measure would
be sufficient to alleviate it.’’ 7
Nasdaq rules provide that when a
listed issuer does not meet the
Exchange’s continued listing standards,
Nasdaq would immediately notify the
issuer of the deficiency.8 The Exchange
notification consists of: (1) Staff
delisting determination which subjects
the issuer and its securities to
immediate suspension and delisting,
unless appealed; (2) notification of
deficiency for which the issuer may
submit a plan of compliance; (3)
notification of deficiency for which the
issuer is entitled to automatic cure or
compliance period; or (4) public
reprimand letters (collectively ‘‘Nasdaq
Staff Determinations’’). After a listed
issuer receives a Nasdaq Staff
Determination, Nasdaq rules require the
issuer to make a public announcement
disclosing receipt of the notification and
the Exchange rules upon which the
Nasdaq Staff Determination is based.9
Currently, the Exchange’s rules
require the listed issuer, after receiving
a Nasdaq Staff Determination, to make
a public announcement by filing a Form
8–K when required by Commission
rules or by issuing a press release
disclosing receipt of the Nasdaq Staff
Determination and the Exchange rules
upon which the deficiency is based.10
In its proposal, the Exchange stated
that some issuers comply with this
6 See
Nasdaq Rule 5101.
Nasdaq Rule IM–5101–1.
8 See Nasdaq Rule 5810.
9 See Nasdaq Rule 5815(b). Nasdaq rules also
provide for review and/or appeals. See Nasdaq Rule
5800 series. The Exchange’s listing qualification
department would notify the issuer of the
deficiency. See Nasdaq Rule 5810. Thereafter, the
Exchange’s hearing panel, if requested by the issuer
on a timely basis, would review the delisting
determination at a hearing. See Nasdaq Rule 5815.
The Exchange’s listing and hearings review council
could review the decision of the Exchange’s hearing
panel, either on its own or through the appeal of
the issuer. See Nasdaq Rule 5820. Lastly, the
Exchange’s board of directors could review the
decision of the Exchange’s review council. See
Nasdaq Rule 5825.
10 See Nasdaq Rules 5250(b)(2), 5810(b) and IM–
5810. The Commission notes that under Nasdaq
Rule 5810, an issuer that is late in filing a periodic
report must issue a press announcement by issuing
a press release disclosing receipt of the Nasdaq Staff
Determination and the Nasdaq rules upon which
the deficiency is based, in addition to filing any
Form 8–K as required by Commission rules.
7 See
E:\FR\FM\07DEN1.SGM
07DEN1
Federal Register / Vol. 77, No. 236 / Friday, December 7, 2012 / Notices
requirement by merely disclosing the
Exchange rule number and a description
of such rule, but do not provide
additional disclosure to allow the public
to understand the deficiency or the
underlying basis for it. The Exchange
stated, for example, that in situations
where the deficiency is not related to
the quantitative continued listing
standards, such as when the Exchange
initiates delisting proceedings due to
public interest concerns under Nasdaq
Rule 5101, such issuer disclosure would
not be adequate for the public if the
listed issuer’s public announcement
only cites to Exchange Rule 5101 and
does not provide any details on the
nature of the deficiency.
The Exchange proposes to change its
rules in several ways to address this
issue. First, the Exchange would require
issuers to disclose each specific basis
and concern cited by Nasdaq in the
Nasdaq Staff Determination.11 The
Exchange proposal would also indicate
that issuers can provide their own
analysis of the issues raised in the
Exchange’s delisting determination.12
Finally, the Exchange proposes to allow
it to issue a public announcement if a
listed issuer does not make the required
announcement or at any level of a
proceeding after an issuer receives a
Nasdaq Staff Determination involving
an issuer’s listing or trading.13 For
example, if the issuer does not make the
public announcement within the
allotted time, if the issuer’s public
announcement does not contain all of
the required information, or if the
issuer’s public announcement contains
inaccurate or misleading information,
the Exchange stated that it may issue a
public announcement with the required
information.14
tkelley on DSK3SPTVN1PROD with
III. Discussion and Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
11 See proposed Nasdaq Rules 5250(b)(2), 5810(b)
and IM–5810–1. This new requirement would be in
addition to the current requirement for a listed
issuer to disclose receipt of a Nasdaq Staff
Determination and the rules upon which it is based.
12 See proposed Nasdaq Rule IM–5810–1.
13 See proposed Nasdaq Rules IM–5810–1 and
5840(l).
14 See proposed Nasdaq Rules IM–5810–1.
Currently, if the public announcement is not made
by the listed issuer within the time allotted, the
Exchange would halt trading of the securities. The
Exchange proposes to halt trading if the issuer’s
public announcement does not include all of the
required information and to allow the Exchange to
make a public announcement with the required
information. See proposed Nasdaq Rule IM–5810–
1. The Exchange also proposes to resume trading if
the Exchange makes the public announcement if the
issuer’s failure to make the announcement is the
only basis for the trading halt. Id.
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18:05 Dec 06, 2012
Jkt 229001
thereunder applicable to a national
securities exchange.15 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,16 which requires,
among other things, that the rules of a
national securities exchange be
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.
The development and enforcement of
meaningful listing standards for an
exchange is of substantial importance to
financial markets and the investing
public. Among other things, listing
standards provide the means for an
exchange to screen issuers that seek to
become listed and to provide listed
status only to those that are bona fide
issuers with sufficient public float,
investor base, and trading interest likely
to generate depth and liquidity
sufficient to promote fair and orderly
markets. Meaningful listing standards
also are important given investor
expectations regarding the nature of
securities that have achieved an
exchange listing, and the role of an
exchange in overseeing its market,
assuring compliance with its listing
standards and detecting and deterring
manipulative trading activity.
The Commission finds that the
proposed rule change is consistent with
the requirements of the Act. The
proposal would require an issuer, after
receipt of a notification of deficiency of
the Exchange’s continued listing
standards, to issue more detailed public
announcements on the concerns
identified in the Exchange’s
determination. Currently, issuers are
required to disclose receipt of the
notification and the Exchange rule(s)
upon which the deficiency is based. As
the Exchange noted, in certain instances
such disclosure is inadequate. For
example, some delisting notifications
are based on the Exchange exercising its
public interest authority pursuant to
Exchange Rule 5101. Mere disclosure of
the Exchange rule number would not
provide investors with the necessary
15 In approving the proposed rule change, the
Commission has considered the proposal’s impact
on efficiency, competition, and capital formation.
15 U.S.C. 78c(f).
16 15 U.S.C. 78f(b)(5).
PO 00000
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Fmt 4703
Sfmt 4703
73105
information as to the reasons behind the
Exchange’s deficiency determination.
The Commission believes that this
proposal should provide investors with
additional important information on the
listed issuer in order to help investors
make informed trading decisions.
As noted above, the Exchange’s rules
give listed issuers the right to appeal a
delisting determination or public
reprimand letter.17 This process at the
first appeal level involving a hearing
panel review can take up to six months.
Without adequate disclosure of the
specific basis and concerns identified by
the Exchange during this appeal
process, investors may not have full
disclosure of the issues involving the
listed issuer that gave rise to the
deficiency and that may affect an
investment decision. The Commission
also notes that the proposal furthers the
intent behind the original requirement
that a listed issuer publicly announce in
either its 8–K, if applicable, or a press
release that it has received a Nasdaq
Staff Determination for a deficiency and
the rule on which it is based, which is
to ensure adequate disclosure to the
public and investors on the deficiency.
The proposal will help to ensure that
this purpose cannot be avoided by
minimal disclosure. The Commission
believes that the benefits of full
disclosure on the specific basis for a
Nasdaq Staff Determination should help
to prevent fraudulent and manipulative
acts and practices and further investor
protection and the public interest,
consistent with Section 6(b)(5) under
the Act.
In addition, as described above,
Nasdaq’s proposal also specifically
states that in its public announcement,
a listed issuer can provide its own
analysis of the issues raised in a staff
delisting determination. While the
Commission notes that the appropriate
forum for appealing a delisting
determination is within the adjudicatory
process provided in the Exchange’s
rules and this provision should not be
used as a way to litigate the issues
through the public announcement, the
proposed rule simply reflects that
issuers may currently make public
announcements for a variety of reasons.
In the event that an issuer discloses
inaccurate or misleading analysis, the
Exchange represented that the Exchange
could use the new authority in proposed
Nasdaq Rule 5840(l), as discussed
below, to issue an Exchange clarifying
public announcement.18 The
17 See
supra note 9.
Commission notes that this order only
addresses issues raised by the Exchange’s proposal
18 The
E:\FR\FM\07DEN1.SGM
Continued
07DEN1
73106
Federal Register / Vol. 77, No. 236 / Friday, December 7, 2012 / Notices
tkelley on DSK3SPTVN1PROD with
Commission believes that the proposal
is reasonably balanced to allow issuers
to express their analysis, while the
proposed rules help to ensure that there
will not be inaccurate, misleading or
confusing public information through
the Exchange’s authority to issue its
own public announcement in response
to such issuer’s announcement. The
Commission expects the Exchange to
actively monitor issuers’ analysis and
for the Exchange to promptly issue a
public announcement if the Exchange
detects misleading or inaccurate
information.19 Based on the above, the
Commission believes that, consistent
with Section 6(b)(5) of the Act, that the
proposal should prevent fraudulent and
manipulative acts and practices and
further investor protection.
The Commission also finds that the
proposed changes that would allow the
Exchange to make an issuer’s required
public announcement about a Nasdaq
Staff Determination should the issuer
fail to do so within the time allotted or
if the announcement does not contain
all the required information are
consistent with the requirements of the
Act. The Commission notes that, for the
same reasons noted above, it is
important that there is adequate
notification of a Nasdaq Staff
Determination to investors and the
public. Therefore, if the issuer fails to
make the required disclosure the
Exchange will have the authority to do
so. The Commission notes that the
proposal is similar to the rules of
another national securities exchange.20
As described above, the Exchange’s
proposal will also clarify some of the
rule language concerning a trading halt
that is imposed for an issuer’s failure to
make the public announcement, and
update these requirements to reflect the
other changes being adopted herein. The
Commission believes these changes are
appropriate and will ensure that a
trading halt can be imposed for failure
to adequately disclose information in
the public announcement, and clarify
that such trading halt would be lifted
after the Exchange makes the public
announcement assuming that is the only
basis for the trading halt. Based on the
above, the Commission believes that
these aspects of the proposal are
consistent with furthering investor
protection and the public interest.
Finally, the Commission believes that
the proposed new provision that gives
and does not address any issues or liabilities that
may arise under the Act.
19 The Commission expects Nasdaq to monitor
the new requirements and propose to make changes
if necessary.
20 See New York Stock Exchange Listed Company
Manual Section 802.02.
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18:05 Dec 06, 2012
Jkt 229001
the Exchange the authority to make a
public announcement involving an
issuer’s listing or trading on Nasdaq at
any level of a proceeding under its Rule
5800 Series in order to maintain the
quality of and public confidence in its
markets and to protect investors and the
public interest is consistent with the
Act. For example, the Exchange could
use this authority to counter any
inaccurate or misleading statements in
an issuer’s own public announcement
with respect to the issuer’s delisting.
The Commission also believes that this
authority could be useful in those
situations, as noted by Nasdaq in its
filing, where an issuer is trading in the
over-the-counter market pending its
delisting appeal and does not make its
own announcement when the appeal is
finally denied. In such a situation,
Nasdaq could use its authority to make
such an announcement. In both
situations noted above, allowing the
Exchange to make a public
announcement if there is a lack of
accurate public information concerning
a Nasdaq Staff Determination would be
important for investors and the public
interest consistent with Section 6(b)(5)
of the Act.21
IV. Conclusion
It is therefore ordered that, pursuant
to Section 19(b)(2) of the Act,22 that the
proposed rule change (SR–NASDAQ–
2012–118) be, and it hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Kevin O’Neill,
Deputy Secretary.
[FR Doc. 2012–29605 Filed 12–6–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68337; File No. SR–ICC–
2012–18]
Self-Regulatory Organizations; ICE
Clear Credit LLC; Notice of Withdrawal
of Proposed Rule Change To Add
Rules Related to the Clearing of iTraxx
Europe Index CDS and European
Corporate Single-Name CDS
December 3, 2012.
On September 28, 2012, ICE Clear
Credit LLC (‘‘ICC’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) a proposed rule change
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934,1 and
Rule 19b-4 thereunder,2 to add rules
related to the clearing of iTraxx Europe
Index credit default swaps and
European Corporate Single-Name credit
default swaps. Notice of the proposed
rule change was published in the
Federal Register on October 17, 2012.3
The Commission received no comments
on the proposed change. On November
30, 2012, ICC withdrew the proposed
rule change (SR–ICC–2012–18).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.4
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2012–29564 Filed 12–6–12; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68340; File No. SR–
NYSEMKT–2012–65]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending Rule
123C(9)(a)(1)(ii)—Equities To Delete
the Requirement That the Order
Acceptance Cut-Off Time Cannot Be
Past 4:30 p.m.
December 3, 2012.
21 The Commission does not believe giving the
Exchange the authority to make such public
announcements replaces any due process or rights
to appeal a delisting notification or public
reprimand letter under the Exchange’s adjudicatory
process, but rather is meant simply to provide a
way for the public to get accurate information about
an issuer that is subject to a Staff Determination.
The Commission expects the Exchange to monitor
its use of this authority consistent with this
purpose.
22 15 U.S.C. 78s(b)(2).
23 17 CFR 200.30–3(a)(12).
PO 00000
Frm 00099
Fmt 4703
Sfmt 4703
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
20, 2012, NYSE MKT LLC (‘‘NYSE
MKT’’ or ‘‘Exchange’’) filed with the
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 34–
68035 (October 11, 2012), 77 FR 63905 (October 17,
2012).
4 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
2 17
E:\FR\FM\07DEN1.SGM
07DEN1
Agencies
[Federal Register Volume 77, Number 236 (Friday, December 7, 2012)]
[Notices]
[Pages 73104-73106]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2012-29605]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68343; File No. SR-NASDAQ-2012-118]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Order
Approving Proposed Rule Change To Modify Certain Disclosure
Requirements To Require Issuers To Publicly Describe the Specific Basis
and Concern Identified by Nasdaq When a Listed Issuer Does Not Meet a
Listing Standard and Give Nasdaq the Authority To Make a Public
Announcement When a Listed Issuer Fails To Make a Public Announcement
December 3, 2012.
I. Introduction
On October 3, 2012, The NASDAQ Stock Market LLC (``Nasdaq'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to modify certain disclosure requirements
surrounding a listed issuer's non-compliance with the Exchange's
listing rules and give the Exchange the authority to issue a public
announcement when a listed issuer fails to do so. The proposed rule
change was published in the Federal Register on October 19, 2012.\3\
The Commission received no comments on the proposal. This order
approves the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 34-68053 (October
15, 2012), 77 FR 64369.
---------------------------------------------------------------------------
II. Description of the Proposal
Before an issuer lists its securities on the Exchange for trading,
the issuer and the securities must meet the Exchange's initial listing
standards.\4\ These standards include, among other things, minimum
financial standards such as total market value, stock price, the number
of publicly traded shares, and corporate governance standards to ensure
transparency and accountability to the issuer's stakeholders. Once the
securities are listed for trading, the issuer and the securities would
need to meet the Exchange's continued listing standards to remain
listed on the Exchange.\5\
---------------------------------------------------------------------------
\4\ See Nasdaq Rule 5000 series.
\5\ See id.
---------------------------------------------------------------------------
In addition to the quantitative and corporate governance listing
standards, Nasdaq Rule 5101 also gives the Exchange discretion to deny
listing or continued listing based on any event or condition that makes
such listing or continued listing inadvisable or unwarranted, even
though the securities meet all enumerated standards.\6\ Nasdaq rules
discuss in more detail the use of such discretion and state that the
Exchange may deny initial or continued listing because it has concluded
that ``* * * a public interest concern is so serious that no remedial
measure would be sufficient to alleviate it.'' \7\
---------------------------------------------------------------------------
\6\ See Nasdaq Rule 5101.
\7\ See Nasdaq Rule IM-5101-1.
---------------------------------------------------------------------------
Nasdaq rules provide that when a listed issuer does not meet the
Exchange's continued listing standards, Nasdaq would immediately notify
the issuer of the deficiency.\8\ The Exchange notification consists of:
(1) Staff delisting determination which subjects the issuer and its
securities to immediate suspension and delisting, unless appealed; (2)
notification of deficiency for which the issuer may submit a plan of
compliance; (3) notification of deficiency for which the issuer is
entitled to automatic cure or compliance period; or (4) public
reprimand letters (collectively ``Nasdaq Staff Determinations''). After
a listed issuer receives a Nasdaq Staff Determination, Nasdaq rules
require the issuer to make a public announcement disclosing receipt of
the notification and the Exchange rules upon which the Nasdaq Staff
Determination is based.\9\
---------------------------------------------------------------------------
\8\ See Nasdaq Rule 5810.
\9\ See Nasdaq Rule 5815(b). Nasdaq rules also provide for
review and/or appeals. See Nasdaq Rule 5800 series. The Exchange's
listing qualification department would notify the issuer of the
deficiency. See Nasdaq Rule 5810. Thereafter, the Exchange's hearing
panel, if requested by the issuer on a timely basis, would review
the delisting determination at a hearing. See Nasdaq Rule 5815. The
Exchange's listing and hearings review council could review the
decision of the Exchange's hearing panel, either on its own or
through the appeal of the issuer. See Nasdaq Rule 5820. Lastly, the
Exchange's board of directors could review the decision of the
Exchange's review council. See Nasdaq Rule 5825.
---------------------------------------------------------------------------
Currently, the Exchange's rules require the listed issuer, after
receiving a Nasdaq Staff Determination, to make a public announcement
by filing a Form 8-K when required by Commission rules or by issuing a
press release disclosing receipt of the Nasdaq Staff Determination and
the Exchange rules upon which the deficiency is based.\10\
---------------------------------------------------------------------------
\10\ See Nasdaq Rules 5250(b)(2), 5810(b) and IM-5810. The
Commission notes that under Nasdaq Rule 5810, an issuer that is late
in filing a periodic report must issue a press announcement by
issuing a press release disclosing receipt of the Nasdaq Staff
Determination and the Nasdaq rules upon which the deficiency is
based, in addition to filing any Form 8-K as required by Commission
rules.
---------------------------------------------------------------------------
In its proposal, the Exchange stated that some issuers comply with
this
[[Page 73105]]
requirement by merely disclosing the Exchange rule number and a
description of such rule, but do not provide additional disclosure to
allow the public to understand the deficiency or the underlying basis
for it. The Exchange stated, for example, that in situations where the
deficiency is not related to the quantitative continued listing
standards, such as when the Exchange initiates delisting proceedings
due to public interest concerns under Nasdaq Rule 5101, such issuer
disclosure would not be adequate for the public if the listed issuer's
public announcement only cites to Exchange Rule 5101 and does not
provide any details on the nature of the deficiency.
The Exchange proposes to change its rules in several ways to
address this issue. First, the Exchange would require issuers to
disclose each specific basis and concern cited by Nasdaq in the Nasdaq
Staff Determination.\11\ The Exchange proposal would also indicate that
issuers can provide their own analysis of the issues raised in the
Exchange's delisting determination.\12\ Finally, the Exchange proposes
to allow it to issue a public announcement if a listed issuer does not
make the required announcement or at any level of a proceeding after an
issuer receives a Nasdaq Staff Determination involving an issuer's
listing or trading.\13\ For example, if the issuer does not make the
public announcement within the allotted time, if the issuer's public
announcement does not contain all of the required information, or if
the issuer's public announcement contains inaccurate or misleading
information, the Exchange stated that it may issue a public
announcement with the required information.\14\
---------------------------------------------------------------------------
\11\ See proposed Nasdaq Rules 5250(b)(2), 5810(b) and IM-5810-
1. This new requirement would be in addition to the current
requirement for a listed issuer to disclose receipt of a Nasdaq
Staff Determination and the rules upon which it is based.
\12\ See proposed Nasdaq Rule IM-5810-1.
\13\ See proposed Nasdaq Rules IM-5810-1 and 5840(l).
\14\ See proposed Nasdaq Rules IM-5810-1. Currently, if the
public announcement is not made by the listed issuer within the time
allotted, the Exchange would halt trading of the securities. The
Exchange proposes to halt trading if the issuer's public
announcement does not include all of the required information and to
allow the Exchange to make a public announcement with the required
information. See proposed Nasdaq Rule IM-5810-1. The Exchange also
proposes to resume trading if the Exchange makes the public
announcement if the issuer's failure to make the announcement is the
only basis for the trading halt. Id.
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III. Discussion and Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities
exchange.\15\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\16\ which
requires, among other things, that the rules of a national securities
exchange be 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.
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\15\ In approving the proposed rule change, the Commission has
considered the proposal's impact on efficiency, competition, and
capital formation. 15 U.S.C. 78c(f).
\16\ 15 U.S.C. 78f(b)(5).
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The development and enforcement of meaningful listing standards for
an exchange is of substantial importance to financial markets and the
investing public. Among other things, listing standards provide the
means for an exchange to screen issuers that seek to become listed and
to provide listed status only to those that are bona fide issuers with
sufficient public float, investor base, and trading interest likely to
generate depth and liquidity sufficient to promote fair and orderly
markets. Meaningful listing standards also are important given investor
expectations regarding the nature of securities that have achieved an
exchange listing, and the role of an exchange in overseeing its market,
assuring compliance with its listing standards and detecting and
deterring manipulative trading activity.
The Commission finds that the proposed rule change is consistent
with the requirements of the Act. The proposal would require an issuer,
after receipt of a notification of deficiency of the Exchange's
continued listing standards, to issue more detailed public
announcements on the concerns identified in the Exchange's
determination. Currently, issuers are required to disclose receipt of
the notification and the Exchange rule(s) upon which the deficiency is
based. As the Exchange noted, in certain instances such disclosure is
inadequate. For example, some delisting notifications are based on the
Exchange exercising its public interest authority pursuant to Exchange
Rule 5101. Mere disclosure of the Exchange rule number would not
provide investors with the necessary information as to the reasons
behind the Exchange's deficiency determination. The Commission believes
that this proposal should provide investors with additional important
information on the listed issuer in order to help investors make
informed trading decisions.
As noted above, the Exchange's rules give listed issuers the right
to appeal a delisting determination or public reprimand letter.\17\
This process at the first appeal level involving a hearing panel review
can take up to six months. Without adequate disclosure of the specific
basis and concerns identified by the Exchange during this appeal
process, investors may not have full disclosure of the issues involving
the listed issuer that gave rise to the deficiency and that may affect
an investment decision. The Commission also notes that the proposal
furthers the intent behind the original requirement that a listed
issuer publicly announce in either its 8-K, if applicable, or a press
release that it has received a Nasdaq Staff Determination for a
deficiency and the rule on which it is based, which is to ensure
adequate disclosure to the public and investors on the deficiency. The
proposal will help to ensure that this purpose cannot be avoided by
minimal disclosure. The Commission believes that the benefits of full
disclosure on the specific basis for a Nasdaq Staff Determination
should help to prevent fraudulent and manipulative acts and practices
and further investor protection and the public interest, consistent
with Section 6(b)(5) under the Act.
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\17\ See supra note 9.
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In addition, as described above, Nasdaq's proposal also
specifically states that in its public announcement, a listed issuer
can provide its own analysis of the issues raised in a staff delisting
determination. While the Commission notes that the appropriate forum
for appealing a delisting determination is within the adjudicatory
process provided in the Exchange's rules and this provision should not
be used as a way to litigate the issues through the public
announcement, the proposed rule simply reflects that issuers may
currently make public announcements for a variety of reasons. In the
event that an issuer discloses inaccurate or misleading analysis, the
Exchange represented that the Exchange could use the new authority in
proposed Nasdaq Rule 5840(l), as discussed below, to issue an Exchange
clarifying public announcement.\18\ The
[[Page 73106]]
Commission believes that the proposal is reasonably balanced to allow
issuers to express their analysis, while the proposed rules help to
ensure that there will not be inaccurate, misleading or confusing
public information through the Exchange's authority to issue its own
public announcement in response to such issuer's announcement. The
Commission expects the Exchange to actively monitor issuers' analysis
and for the Exchange to promptly issue a public announcement if the
Exchange detects misleading or inaccurate information.\19\ Based on the
above, the Commission believes that, consistent with Section 6(b)(5) of
the Act, that the proposal should prevent fraudulent and manipulative
acts and practices and further investor protection.
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\18\ The Commission notes that this order only addresses issues
raised by the Exchange's proposal and does not address any issues or
liabilities that may arise under the Act.
\19\ The Commission expects Nasdaq to monitor the new
requirements and propose to make changes if necessary.
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The Commission also finds that the proposed changes that would
allow the Exchange to make an issuer's required public announcement
about a Nasdaq Staff Determination should the issuer fail to do so
within the time allotted or if the announcement does not contain all
the required information are consistent with the requirements of the
Act. The Commission notes that, for the same reasons noted above, it is
important that there is adequate notification of a Nasdaq Staff
Determination to investors and the public. Therefore, if the issuer
fails to make the required disclosure the Exchange will have the
authority to do so. The Commission notes that the proposal is similar
to the rules of another national securities exchange.\20\ As described
above, the Exchange's proposal will also clarify some of the rule
language concerning a trading halt that is imposed for an issuer's
failure to make the public announcement, and update these requirements
to reflect the other changes being adopted herein. The Commission
believes these changes are appropriate and will ensure that a trading
halt can be imposed for failure to adequately disclose information in
the public announcement, and clarify that such trading halt would be
lifted after the Exchange makes the public announcement assuming that
is the only basis for the trading halt. Based on the above, the
Commission believes that these aspects of the proposal are consistent
with furthering investor protection and the public interest.
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\20\ See New York Stock Exchange Listed Company Manual Section
802.02.
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Finally, the Commission believes that the proposed new provision
that gives the Exchange the authority to make a public announcement
involving an issuer's listing or trading on Nasdaq at any level of a
proceeding under its Rule 5800 Series in order to maintain the quality
of and public confidence in its markets and to protect investors and
the public interest is consistent with the Act. For example, the
Exchange could use this authority to counter any inaccurate or
misleading statements in an issuer's own public announcement with
respect to the issuer's delisting. The Commission also believes that
this authority could be useful in those situations, as noted by Nasdaq
in its filing, where an issuer is trading in the over-the-counter
market pending its delisting appeal and does not make its own
announcement when the appeal is finally denied. In such a situation,
Nasdaq could use its authority to make such an announcement. In both
situations noted above, allowing the Exchange to make a public
announcement if there is a lack of accurate public information
concerning a Nasdaq Staff Determination would be important for
investors and the public interest consistent with Section 6(b)(5) of
the Act.\21\
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\21\ The Commission does not believe giving the Exchange the
authority to make such public announcements replaces any due process
or rights to appeal a delisting notification or public reprimand
letter under the Exchange's adjudicatory process, but rather is
meant simply to provide a way for the public to get accurate
information about an issuer that is subject to a Staff
Determination. The Commission expects the Exchange to monitor its
use of this authority consistent with this purpose.
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IV. Conclusion
It is therefore ordered that, pursuant to Section 19(b)(2) of the
Act,\22\ that the proposed rule change (SR-NASDAQ-2012-118) be, and it
hereby is, approved.
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\22\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\23\
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\23\ 17 CFR 200.30-3(a)(12).
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Kevin O'Neill,
Deputy Secretary.
[FR Doc. 2012-29605 Filed 12-6-12; 8:45 am]
BILLING CODE 8011-01-P