Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating [sic] to Delay the Operative Date of a Rule Change to Exchange Rule 4121, 9752-9754 [2013-02797]
Download as PDF
9752
Federal Register / Vol. 78, No. 28 / Monday, February 11, 2013 / Notices
Register on January 4, 2013.3 The
Commission received one comment on
the proposal.4
Section 19(b)(2) of the Act 5 provides
that within 45 days of the publication of
notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The 45th day from the
publication of notice of the filing of this
proposed rule change is February 18,
2013. The Commission is extending this
45-day time period.
The proposed rule change would
permit NSCC to eliminate the offset of
NSCC obligations with institutional
delivery transactions that settle at The
Depository Trust Company for the
purpose of calculating NSCC’s clearing
fund under Procedure XV of its Rules &
Procedures. The Commission finds it
appropriate to designate a longer period
within which to take action on the
proposed rule change so that it has
sufficient time to consider the comment
received on the proposed rule change.
Accordingly, the Commission,
pursuant to Section 19(b)(2) of the Act,6
designates April 4, 2013 as the date by
which the Commission should either
approve or disapprove, or institute
proceedings to determine whether to
disapprove, the proposed rule change.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–02949 Filed 2–8–13; 8:45 am]
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BILLING CODE 8011–01–P
3 Securities Exchange Act Release No. 34–68549
(Dec. 28, 2012), 78 FR 792 (Jan. 4, 2013).
4 See Comment from Lek Securities Corporation
dated January 25, 2013 (https://sec.gov/comments/srnscc-2012-810/nscc2012810-1.pdf).
5 See 15 U.S.C. 78s(b)(2).
6 15 U.S.C. 78s(b)(2).
7 17 CFR 200.30–3(a)(31).
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Jkt 229001
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68815; File No. SR–BX–
2013–009]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change Relating [sic]
to Delay the Operative Date of a Rule
Change to Exchange Rule 4121
February 1, 2013.
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 January
28, 2013, NASDAQ OMX BX, Inc.
(‘‘Exchange’’ or ‘‘BX’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I and
II below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit 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
BX is filing with the Commission a
proposal to delay the operative date of
a rule change to Exchange Rule 4121,
which provides for methodology for
determining when to halt trading in all
stocks due to extraordinary market
volatility, from the date of February 4,
2013, until April 8, 2013 [sic]
The Exchange requests that the
Commission waive the 30-day operative
delay period contained in Rule 19b–
4(f)(6)(iii) of the Act 3 to the extent
needed for timely industry-wide
implementation of the proposal.
The text of the proposed rule change
[sic] is available at https://
nasdaqomxbx.cchwallstreet.com/, at
BX’s principal office, and at the
Commission’s Public Reference Room
[sic]
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
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6)(iii).
2 17
PO 00000
Frm 00087
Fmt 4703
Sfmt 4703
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
The Exchange proposes to amend
Rule 4121, which provides the
methodology for determining when to
halt trading in all stocks due to
extraordinary market volatility, to delay
the operative date of the pilot by which
such Rule operates from the current
scheduled date of February 4, 2013,
until April 8, 2013, to coincide with the
initial date of operations of the
Regulation NMS Plan to Address
Extraordinary Market Volatility (‘‘LULD
Plan’’).4 As proposed, the pilot period
will begin and end at the same time as
the pilot period for the LULD Plan. The
current Rule 4121 would remain in
effect until April 8, 2013. If the pilot is
not either extended or approved
permanently at the end of the pilot
period, the current version of Rule 4121
would be in effect.
Current Rule 4121
The Exchange amended Rule 4121 on
June 6, 2012.5 The changes to Rule 4121
are effective, but not operative until
February 4, 2013. The current standard,
set forth in the rules of other
exchanges,6 provides for Level 1, 2, and
3 declines and specified trading halts
following such declines. The values of
Levels 1, 2 and 3 are calculated at the
beginning of each calendar quarter,
using 10%, 20% and 30%, respectively,
of the average closing value of the Dow
Jones Industrial Average (‘‘DJIA’’) for
the month prior to the beginning of the
4 The Exchange adopted the proposed changes to
the market-wide circuit breakers on a pilot basis for
a period that corresponds to the pilot period for the
LULD Plan so that the impact of the two proposals
can be reviewed together. See Securities Exchange
Act Release No. 67090 (May 31, 2012), 77 FR 33531
(June 6, 2012) (SR–BX–2011–068). The Exchange
anticipates that the initial date of LULD Plan
operations will be changed to April 8, 2013. The
proposal would delay the operative date of the
market-wide circuit breakers pilot to April 8, 2013
in order for the implementation date for the marketwide circuit breakers pilot would [sic] remain the
same date as for the LULD Plan.
5 See Securities Exchange Act Release No. 67090
(May 31, 2012), 77 FR 33531 (June 6, 2012) (SR–
BX–2011–068).
6 The rule was last amended in 1998, when
declines based on specified point drops in the DJIA
were replaced with the current methodology of
using a percentage decline that is recalculated
quarterly. See Securities Exchange Act Release No.
39846 (April 9, 1998), 63 FR 18477 (April 15, 1998)
(SR–NYSE–98–06, SR–Amex–98–09, SR–BSE–98–
06, SR–CHX–98–08, SR–NASD–98–27, and SR–
Phlx–98–15).
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11FEN1
Federal Register / Vol. 78, No. 28 / Monday, February 11, 2013 / Notices
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quarter. Each percentage calculation is
rounded to the nearest fifty points to
create the Levels’ trigger points. The
values then remain in effect until the
next quarterly calculation,
notwithstanding whether the DJIA has
moved and a Level 1, 2, or 3 decline is
no longer equal to an actual 10%, 20%,
or 30% decline in the most recent
closing value of the DJIA.
Once a market-wide circuit breaker is
in effect, trading in all stocks halt [sic]
for the time periods specified below:
Level 1 Halt anytime before 2:00
p.m.—one hour; at or after 2:00 p.m. but
before 2:30 p.m.—30 minutes; at or after
2:30 p.m.—trading shall continue,
unless there is a Level 2 Halt.
Level 2 Halt anytime before 1:00
p.m.—two hours; at or after 1:00 p.m.
but before 2:00 p.m.—one hour; at or
after 2:00 p.m.—trading shall halt and
not resume for the rest of the day.
Level 3 Halt at any time—trading shall
halt and not resume for the rest of the
day.
Unless stocks are halted for the
remainder of the trading day, price
indications are disseminated during a
Rule 80B trading halt for stocks that
comprise the DJIA.
Amended Rule 4121
The Exchange amended Rule 4121 to
revise the current methodology for
determining when to halt trading in all
stocks due to extraordinary market
volatility (‘‘market-wide circuit
breakers’’).7 The Exchange, other
equities, options, and futures markets,
and FINRA amended the market-wide
circuit breakers to take into
consideration the recommendations of
the Joint CFTC–SEC Advisory
Committee on Emerging Regulatory
Issues, and to provide for more
meaningful measures in today’s markets
of when to halt trading in all stocks.
Accordingly, the Exchange [sic]
amended Rule 80B as follows: (i)
replaced the DJIA with the S&P 500; (ii)
replaced the quarterly calendar
recalculation of Rule 80B triggers with
daily recalculations; (iii) replaced the
10%, 20%, and 30% market decline
percentages with 7%, 13%, and 20%
market decline percentages; (iv)
modified the length of the trading halts
associated with each market decline
level; and (v) modified the times when
a trading halt may be triggered. The
Exchange [sic] believes that these
amendments update the rule to reflect
today’s high-speed, highly electronic
trading market while still meeting the
original purpose of Rule 80B: to ensure
that market participants have an
7 See
supra note 4.
VerDate Mar<15>2010
14:26 Feb 08, 2013
opportunity to become aware of and
respond to significant price movements.
The Exchange adopted the proposed
changes to the market-wide circuit
breakers on a pilot basis for a period
that corresponds to the pilot period for
the LULD Plan so that the impact of the
two proposals can be reviewed
together.8 In addition, in order for the
markets and the single plan processors
responsible for the consolidation of
information pursuant to Rule 603(b) of
Regulation NMS under the Securities
Exchange Act of 1934 to make the
necessary technological changes to
implement both the changes to the
market-wide circuit breakers and the
proposed LULD Plan, the Exchange
established that the implementation
date for the proposed rule changes
should be the same date that the LULD
Plan is implemented. The Exchange
anticipates that the initial date of LULD
Plan operations will be changed to April
8, 2013. For the same reasons as stated
above, the Exchange proposes to delay
the operative date of the market-wide
circuit breakers pilot to April 8, 2013 in
order for the implementation date for
the market-wide circuit breakers pilot
would [sic] remain the same date as for
the LULD Plan.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Securities Exchange Act of 1934
(the ‘‘Act’’), in general, and furthers the
objectives of Section 6(b)(5) of the Act,
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, 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. Specifically, this rule
proposal supports the objectives of
perfecting the mechanism of a free and
open market and the national market
system because it promotes uniformity
across markets concerning when and
how to halt trading in all stocks as a
result of extraordinary market volatility.
Additionally, delaying the operative
date of the market-wide circuit breakers
pilot until the initial date of operations
of the LULD Plan would allow the pilot
to begin and end at the same time of the
LULD Plan so that the Exchange and the
Commission could further assess the
impact of the two pilots on the
marketplace or whether other initiatives
should be adopted in lieu of the pilots,
which contributes to the protection of
investors and the public interest.
8 Id.
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Frm 00088
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9753
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 that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed changes are being made to
delay the operation of the market-wide
circuit breakers pilot until April 8, 2013
to allow the pilot period to begin and
end at the same time as the LULD Plan,
which contributes to the protection of
investors and the public interest. Other
competing equity exchanges are subject
to the same methodology for
determining when to halt trading in all
stocks due to extraordinary market
volatility and the same requirements
specified in the LULD Plan. Thus, the
proposed changes will not impose any
burden on competition while providing
that the market-wide circuit breakers
pilot period corresponds to the pilot
period for the LULD Plan so that the
impact of the two proposals can be
reviewed together.
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 Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 9 and Rule
19b–4(f)(6) thereunder.10 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 11 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),12 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
9 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
11 17 CFR 240.19b–4(f)(6).
12 17 CFR 240.19b–4(f)(6)(iii).
10 17
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9754
Federal Register / Vol. 78, No. 28 / Monday, February 11, 2013 / Notices
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–BX–
2013–009 and should be submitted on
or before March 4, 2013.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Kevin M. O’Neill,
Deputy Secretary.
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–BX–2013–009 on the
subject line.
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interest. The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest. Doing
so will delay the operative date of the
market-wide circuit breakers pilot until
the initial date of operations of the
LULD Plan, thereby allowing the pilot to
run simultaneously with the LULD Plan,
providing an opportunity to properly
assess the impact of the two pilots on
the marketplace and evaluate the pilots’
effectiveness. Therefore, the
Commission hereby waives the 30-day
operative delay and designates the
proposal operative upon filing.13
At any time within 60 days of the
filing of such 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
under Section 19(b)(2)(B) 14 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–BX–2013–009. This file
number should be included on the
subject line if email is used. To help the
13 For
purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
14 15 U.S.C. 78s(b)(2)(B).
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14:26 Feb 08, 2013
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[FR Doc. 2013–02797 Filed 2–8–13; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–68832; File No. SR–FINRA–
2012–050]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Amendment No. 1, and Order Granting
Accelerated Approval of a Proposed
Rule Change, as Modified by
Amendment No. 1, to Adopt a
Supplementary Schedule for
Derivatives and Other Off-Balance
Sheet Items Pursuant to FINRA Rule
4524 (Supplemental FOCUS
Information)
February 5, 2013.
I. Introduction
On November 15, 2012, the Financial
Industry Regulatory Authority, Inc.
15 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00089
Fmt 4703
Sfmt 4703
(‘‘FINRA’’) filed with the Securities and
Exchange Commission (‘‘SEC’’ or
‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Exchange Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to adopt a supplementary
schedule for derivatives and other offbalance sheet items pursuant to FINRA
Rule 4524 (Supplemental FOCUS
Information). The proposed rule change
was published for comment in the
Federal Register on November 27,
2012.3 The Commission received one
comment letter on the proposed rule
change.4 On February 1, 2013, FINRA
filed Amendment No. 1 with the
Commission to respond to the comment
letter and to propose technical changes
and the addition of a clarifying
instruction.5 The Commission is
publishing this notice and order to
solicit comments on Amendment No. 1
and to approve the proposed rule
change, as modified by Amendment No.
1, on an accelerated basis.
II. Description of Proposal
FINRA Rule 4524 requires each firm,
as FINRA shall designate, to file such
additional financial or operational
schedules or reports as FINRA may
deem necessary or appropriate for the
protection of investors or in the public
interest as a supplement to the FOCUS
reports. Pursuant to FINRA Rule 4524,
FINRA proposed the adoption of a
supplemental schedule to the FOCUS
reports to capture important information
that is not otherwise reported on certain
firms’ balance sheets. To that end, the
proposal would require all carrying or
clearing firms to file with FINRA the
Derivatives and Other Off-Balance Sheet
Items Schedule (‘‘OBS’’) within 22
business days of the end of each
calendar quarter. The proposed OBS is
necessary for FINRA to more effectively
examine for compliance with, and
enforce, its rules on capital adequacy.
The proposed OBS enables FINRA to
examine on an ongoing basis the
potential impact off-balance sheet
activities may have on carrying and
clearing firms’ net capital, leverage and
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Exchange Act Release No. 68270 (Nov. 20,
2012), 77 FR 70860 (Nov. 27, 2012).
4 See Email from Suzanne Shatto to Commission,
dated Jan. 3, 2013, available at https://sec.gov/
comments/sr-finra-2012-056/finra2012056-1.pdf.
5 See SEC File No. SR–FINRA–2012–050
Amendment No. 1, dated Feb. 1, 2013
(‘‘Amendment No. 1’’). Amendment No. 1 is
described below in Section III.B. and the text of
Amendment No. 1 is available on FINRA’s Web site
at https://www.finra.org, at the principal office of
FINRA, and on the Commission’s Web site at
https://www.sec.gov/rules/sro.shtml.
2 17
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Agencies
[Federal Register Volume 78, Number 28 (Monday, February 11, 2013)]
[Notices]
[Pages 9752-9754]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-02797]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68815; File No. SR-BX-2013-009]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating
[sic] to Delay the Operative Date of a Rule Change to Exchange Rule
4121
February 1, 2013.
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 January 28, 2013, NASDAQ OMX BX, Inc. (``Exchange'' or ``BX'')
filed with the Securities and Exchange Commission (``SEC'' or
``Commission'') the proposed rule change as described in Items I and II
below, which Items have been prepared by the Exchange. The Commission
is publishing this notice to solicit 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
BX is filing with the Commission a proposal to delay the operative
date of a rule change to Exchange Rule 4121, which provides for
methodology for determining when to halt trading in all stocks due to
extraordinary market volatility, from the date of February 4, 2013,
until April 8, 2013 [sic]
The Exchange requests that the Commission waive the 30-day
operative delay period contained in Rule 19b-4(f)(6)(iii) of the Act
\3\ to the extent needed for timely industry-wide implementation of the
proposal.
---------------------------------------------------------------------------
\3\ 17 CFR 240.19b-4(f)(6)(iii).
---------------------------------------------------------------------------
The text of the proposed rule change [sic] is available at https://nasdaqomxbx.cchwallstreet.com/, at BX's principal office, and at the
Commission's Public Reference Room [sic]
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
The Exchange proposes to amend Rule 4121, which provides the
methodology for determining when to halt trading in all stocks due to
extraordinary market volatility, to delay the operative date of the
pilot by which such Rule operates from the current scheduled date of
February 4, 2013, until April 8, 2013, to coincide with the initial
date of operations of the Regulation NMS Plan to Address Extraordinary
Market Volatility (``LULD Plan'').\4\ As proposed, the pilot period
will begin and end at the same time as the pilot period for the LULD
Plan. The current Rule 4121 would remain in effect until April 8, 2013.
If the pilot is not either extended or approved permanently at the end
of the pilot period, the current version of Rule 4121 would be in
effect.
---------------------------------------------------------------------------
\4\ The Exchange adopted the proposed changes to the market-wide
circuit breakers on a pilot basis for a period that corresponds to
the pilot period for the LULD Plan so that the impact of the two
proposals can be reviewed together. See Securities Exchange Act
Release No. 67090 (May 31, 2012), 77 FR 33531 (June 6, 2012) (SR-BX-
2011-068). The Exchange anticipates that the initial date of LULD
Plan operations will be changed to April 8, 2013. The proposal would
delay the operative date of the market-wide circuit breakers pilot
to April 8, 2013 in order for the implementation date for the
market-wide circuit breakers pilot would [sic] remain the same date
as for the LULD Plan.
---------------------------------------------------------------------------
Current Rule 4121
The Exchange amended Rule 4121 on June 6, 2012.\5\ The changes to
Rule 4121 are effective, but not operative until February 4, 2013. The
current standard, set forth in the rules of other exchanges,\6\
provides for Level 1, 2, and 3 declines and specified trading halts
following such declines. The values of Levels 1, 2 and 3 are calculated
at the beginning of each calendar quarter, using 10%, 20% and 30%,
respectively, of the average closing value of the Dow Jones Industrial
Average (``DJIA'') for the month prior to the beginning of the
[[Page 9753]]
quarter. Each percentage calculation is rounded to the nearest fifty
points to create the Levels' trigger points. The values then remain in
effect until the next quarterly calculation, notwithstanding whether
the DJIA has moved and a Level 1, 2, or 3 decline is no longer equal to
an actual 10%, 20%, or 30% decline in the most recent closing value of
the DJIA.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 67090 (May 31,
2012), 77 FR 33531 (June 6, 2012) (SR-BX-2011-068).
\6\ The rule was last amended in 1998, when declines based on
specified point drops in the DJIA were replaced with the current
methodology of using a percentage decline that is recalculated
quarterly. See Securities Exchange Act Release No. 39846 (April 9,
1998), 63 FR 18477 (April 15, 1998) (SR-NYSE-98-06, SR-Amex-98-09,
SR-BSE-98-06, SR-CHX-98-08, SR-NASD-98-27, and SR-Phlx-98-15).
---------------------------------------------------------------------------
Once a market-wide circuit breaker is in effect, trading in all
stocks halt [sic] for the time periods specified below:
Level 1 Halt anytime before 2:00 p.m.--one hour; at or after 2:00
p.m. but before 2:30 p.m.--30 minutes; at or after 2:30 p.m.--trading
shall continue, unless there is a Level 2 Halt.
Level 2 Halt anytime before 1:00 p.m.--two hours; at or after 1:00
p.m. but before 2:00 p.m.--one hour; at or after 2:00 p.m.--trading
shall halt and not resume for the rest of the day.
Level 3 Halt at any time--trading shall halt and not resume for the
rest of the day.
Unless stocks are halted for the remainder of the trading day,
price indications are disseminated during a Rule 80B trading halt for
stocks that comprise the DJIA.
Amended Rule 4121
The Exchange amended Rule 4121 to revise the current methodology
for determining when to halt trading in all stocks due to extraordinary
market volatility (``market-wide circuit breakers'').\7\ The Exchange,
other equities, options, and futures markets, and FINRA amended the
market-wide circuit breakers to take into consideration the
recommendations of the Joint CFTC-SEC Advisory Committee on Emerging
Regulatory Issues, and to provide for more meaningful measures in
today's markets of when to halt trading in all stocks. Accordingly, the
Exchange [sic] amended Rule 80B as follows: (i) replaced the DJIA with
the S&P 500; (ii) replaced the quarterly calendar recalculation of Rule
80B triggers with daily recalculations; (iii) replaced the 10%, 20%,
and 30% market decline percentages with 7%, 13%, and 20% market decline
percentages; (iv) modified the length of the trading halts associated
with each market decline level; and (v) modified the times when a
trading halt may be triggered. The Exchange [sic] believes that these
amendments update the rule to reflect today's high-speed, highly
electronic trading market while still meeting the original purpose of
Rule 80B: to ensure that market participants have an opportunity to
become aware of and respond to significant price movements.
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\7\ See supra note 4.
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The Exchange adopted the proposed changes to the market-wide
circuit breakers on a pilot basis for a period that corresponds to the
pilot period for the LULD Plan so that the impact of the two proposals
can be reviewed together.\8\ In addition, in order for the markets and
the single plan processors responsible for the consolidation of
information pursuant to Rule 603(b) of Regulation NMS under the
Securities Exchange Act of 1934 to make the necessary technological
changes to implement both the changes to the market-wide circuit
breakers and the proposed LULD Plan, the Exchange established that the
implementation date for the proposed rule changes should be the same
date that the LULD Plan is implemented. The Exchange anticipates that
the initial date of LULD Plan operations will be changed to April 8,
2013. For the same reasons as stated above, the Exchange proposes to
delay the operative date of the market-wide circuit breakers pilot to
April 8, 2013 in order for the implementation date for the market-wide
circuit breakers pilot would [sic] remain the same date as for the LULD
Plan.
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\8\ Id.
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Securities Exchange Act of 1934 (the ``Act''), in general,
and furthers the objectives of Section 6(b)(5) of the Act, in
particular, in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, 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. Specifically,
this rule proposal supports the objectives of perfecting the mechanism
of a free and open market and the national market system because it
promotes uniformity across markets concerning when and how to halt
trading in all stocks as a result of extraordinary market volatility.
Additionally, delaying the operative date of the market-wide circuit
breakers pilot until the initial date of operations of the LULD Plan
would allow the pilot to begin and end at the same time of the LULD
Plan so that the Exchange and the Commission could further assess the
impact of the two pilots on the marketplace or whether other
initiatives should be adopted in lieu of the pilots, which contributes
to the protection of investors and the public interest.
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 that is not necessary or appropriate
in furtherance of the purposes of the Act. The proposed changes are
being made to delay the operation of the market-wide circuit breakers
pilot until April 8, 2013 to allow the pilot period to begin and end at
the same time as the LULD Plan, which contributes to the protection of
investors and the public interest. Other competing equity exchanges are
subject to the same methodology for determining when to halt trading in
all stocks due to extraordinary market volatility and the same
requirements specified in the LULD Plan. Thus, the proposed changes
will not impose any burden on competition while providing that the
market-wide circuit breakers pilot period corresponds to the pilot
period for the LULD Plan so that the impact of the two proposals can be
reviewed together.
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 Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \9\ and Rule 19b-4(f)(6) thereunder.\10\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.
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\9\ 15 U.S.C. 78s(b)(3)(A)(iii).
\10\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) \11\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b-4(f)(6)(iii),\12\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public
[[Page 9754]]
interest. The Exchange has asked the Commission to waive the 30-day
operative delay so that the proposal may become operative immediately
upon filing. The Commission believes that waiving the 30-day operative
delay is consistent with the protection of investors and the public
interest. Doing so will delay the operative date of the market-wide
circuit breakers pilot until the initial date of operations of the LULD
Plan, thereby allowing the pilot to run simultaneously with the LULD
Plan, providing an opportunity to properly assess the impact of the two
pilots on the marketplace and evaluate the pilots' effectiveness.
Therefore, the Commission hereby waives the 30-day operative delay and
designates the proposal operative upon filing.\13\
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\11\ 17 CFR 240.19b-4(f)(6).
\12\ 17 CFR 240.19b-4(f)(6)(iii).
\13\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of such 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 under
Section 19(b)(2)(B) \14\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\14\ 15 U.S.C. 78s(b)(2)(B).
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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-BX-2013-009 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-BX-2013-009. 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-BX-2013-009 and should be
submitted on or before March 4, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-02797 Filed 2-8-13; 8:45 am]
BILLING CODE 8011-01-P