Self-Regulatory Organizations; National Stock Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Adopt a New Order Type Called the Midpoint-Seeker Order and Amend Rule 11.3(c) Regarding Rounding of Sub-Penny Midpoint Executions, 14867-14870 [2013-05238]
Download as PDF
Federal Register / Vol. 78, No. 45 / Thursday, March 7, 2013 / Notices
emcdonald on DSK67QTVN1PROD with NOTICES
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of CME and on CME’s Web site at
https://www.cmegroup.com/marketregulation/rule-filings.html.
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–CME–2013–01 and should
be submitted on or before March 28,
2013.
IV. Commission’s Findings and Order
Granting Accelerated Approval of
Proposed Rule Change
Section 19(b) of the Act 3 directs the
Commission to approve a proposed rule
change of a self-regulatory organization
if it finds that such proposed rule
change is consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
such organization. The Commission
finds that the proposed rule change is
consistent with the requirements of the
Act, in particular the requirements of
Section 17A of the Act,4 and the rules
and regulations thereunder applicable to
CME. Specifically, the Commission
finds that the proposed rule change is
consistent with Section 17A(b)(3)(F) of
the Act,5 which requires, among other
things, that the rules of a clearing
agency be designed to assure the
safeguarding of securities and funds
which are in the custody or control of
the clearing agency or for which it is
responsible and to protect investors and
the public interest, because the
proposed rule change would allow CME
to enhance the financial safeguards
package that applies to its IRS clearing
business.
In its filing, CME requested that the
Commission approve the proposed rule
change on an accelerated basis for good
cause shown. The Commission finds
good cause, pursuant to Section 19(b)(2)
of the Act,6 for approving the proposed
rule change prior to the 30th day after
the date of publication of notice of filing
in the Federal Register because (i) the
proposed rule changes relate solely to
3 15
U.S.C. 78s(b).
U.S.C. 78q–1. In approving this proposed
rule change, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
5 15 U.S.C. 78q–1(b)(3)(F).
6 15 U.S.C. 78s(b)(2).
4 15
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IRS and therefore relate solely to CME’s
swaps clearing activities and do not
significantly relate to CME’s functions
as a clearing agency for security-based
swaps; and (ii) the proposed rules
change would increase the amount of
financial resources available to support
the default of an IRS Clearing member
at CME and therefore will protect
investors and the public interest.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,7 that the
proposed rule change (SR–CME–2013–
01) be, and hereby is, approved on an
accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–05283 Filed 3–6–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69009; File No. SR–NSX–
2013–07]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Adopt a
New Order Type Called the MidpointSeeker Order and Amend Rule 11.3(c)
Regarding Rounding of Sub-Penny
Midpoint Executions
February 28, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on February
27, 2013, National Stock Exchange, Inc.
(‘‘NSX®’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change, as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Commission is publishing this notice to
solicit comment on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is proposing to amend:
(1) NSX Rule 11.3(c) to clarify how the
NSX System may execute certain types
of undisplayed orders that are pegged to
the midpoint between the Protected
7 Id.
8 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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14867
BBO in subpennies; and (2) NSX Rule
11.11(c), entitled ‘‘Orders and
Modifiers’’ to adopt a new order type
called a Midpoint-Seeker Order. The
text of the proposed rule change is
available on the Exchange’s Web site at
https://www.nsx.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 parts 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 is proposing to amend:
(1) NSX Rule 11.3(c) to clarify how the
NSX System may execute certain types
of undisplayed orders that are pegged to
the midpoint between the Protected Best
Bid or Offer (‘‘BBO’’) 3 in subpennies;
and (2) NSX Rule 11.11(c), entitled
‘‘Orders and Modifiers’’ to adopt a new
order type called a Midpoint-Seeker
Order.
Rounding of Midpoint Orders
The Exchange proposes to amend
NSX Rule 11.3(c) to clarify how the NSX
System may execute certain types of
Zero Display Reserve Orders 4 that are
pegged to the midpoint between the
Protected BBO in subpennies. NSX Rule
11.3(c) provides that a Zero Display
Reserve Order that is pegged at the
midpoint of the Protected BBO may be
executed in subpennies, if necessary, to
obtain a midpoint price. The Exchange
is proposing to amend Rule 11.3(c) in
order to clarify how the System rounds
executions in securities priced less than
$1.00 per share resulting from a Zero
Display Reserve Order pegged at the
midpoint to the nearest permissible
3 Exchange Rule 1.5. ‘‘Protected BBO’’ is defined
as ‘‘the better of the following: (a) [t]he Protected
NBBO or (b) [t]he displayed Top of Book.’’
4 Under Exchange Rule 11.11(c)(2)(A), a ‘‘Zero
Display Reserve Order’’ is a ‘‘Reserve Order with
zero display quantity.’’
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trading increment.5 The System rounds
the execution price up when the Zero
Display Reserve Order pegged at the
midpoint posted to the NSX Book is on
the buy-side, and rounds the execution
price down when the Zero Display
Reserve Order pegged at the midpoint
posted on the NSX Book is on the sellside. For example, the Protected BBO is
0.8731 by 0.9998, and there is a buy
order on the NSX Book which is a Zero
Display Reserve Order pegged at the
midpoint, which is 0.93645, an
impermissible trading increment. An
incoming order to sell will execute
against the Zero Display Reserve Order
at 0.9365 because the System will round
the execution price from 0.93645 up to
nearest permissible trading increment.
This clarifying amendment will
provide ETP Holders with additional
information on how the System rounds
the execution price for Zero Display
Reserve Orders that are pegged to the
midpoint between the Protected BBO.
Proposed Midpoint-Seeker Order
The proposed Midpoint-Seeker Order
is an Immediate-or-Cancel (‘‘IOC’’) 6
order that would allow Equity Trading
Permit (‘‘ETP’’) 7 Holders the ability to
execute against undisplayed orders that
are posted on the NSX Book 8 at a price
equal to or better than the midpoint
between the Protected BBO. A
Midpoint-Seeker Order will only
execute through the Exchange’s
automatic execution mode (‘‘Auto-Ex’’) 9
against undisplayed orders posted on
the NSX Book priced equal to or better
than the midpoint between the
Protected BBO. The undisplayed orders
against which the Midpoint-Seeker
Order will execute include the: (i) Zero
Display Reserve Order 10 entered with a
limit price, (ii) Market Peg Zero Display
Reserve Order; 11 and (iii) Midpoint Peg
Zero Display Reserve Order.12 A
Midpoint Seeker order may include an
optional limit price cap beyond which
the order shall not execute (i.e., an
execution at a price lower for an order
to sell or higher for an order to buy than
a specified price). Under no
circumstances will a Midpoint-Seeker
Order execute against a displayed order
or an order that is at a price which is
inferior to the midpoint between the
Protected BBO.
The System will execute a MidpointSeeker Order at the midpoint between
the Protected BBO in $0.005 increments
if the security is priced at or above $1 13
and $0.0001 increments if the security
is priced below $1.14 As explained
above under the proposed changes to
Rule 11.3(c), if interest resting on the
NSX Book at the midpoint between the
Protected BBO is not at a tradable
increment, the Exchange will either
round up for a Midpoint-Seeker Order
to sell or round down for a MidpointSeeker Order to buy to the nearest
tradable increment. The MidpointSeeker Order will execute against
undisplayed posted orders on the NSX
Book that are priced at or better than the
midpoint between the Protected BBO.
As an IOC order, the Midpoint-Seeker
Order will execute only against the
number of shares of undisplayed
liquidity available on the NSX Book.
Shares of an undisplayed posted order
that remain after interacting with a
Midpoint-Seeker Order will remain on
Buy orders resting on NSX book
the NSX Book. As an IOC order, any
unexecuted portion of a MidpointSeeker Order will be treated as
cancelled (i) after interacting with
available undisplayed posted orders or
(ii) when there are no undisplayed
posted orders priced equal to or better
than the midpoint between the
Protected BBO.
Like other IOC orders, a MidpointSeeker Order will never be routed to an
away market. A Midpoint-Seeker Order
will also be treated as cancelled when
the Protected BBO is locked or crossed.
A Midpoint-Seeker Order cannot be
combined with any other order type or
order type modifier offered by the
Exchange.
The below examples illustrate the
functionality of the Midpoint-Seeker
Order. All orders posted on the NSX
Book are undisplayed.
Example 1
The Protected NBBO 15 is 10.00 by
11.00 and the Exchange has received a
Midpoint- Seeker Order to sell 300
shares. NSX Book contains no
undisplayed orders.
Result: The System will cancel the
incoming Midpoint-Seeker Order to sell
300 shares in its entirety because there
are no undisplayed posted orders on the
NSX Book priced equal to or better than
the midpoint between the Protected
BBO.
Example 2
The Protected BBO is 10.00 by 11.00
and the Exchange has received a
Midpoint-Seeker Order to sell 300
shares.
Order type
11.00 (100 shares) ...................................................................................
10.70 (100 shares) ...................................................................................
10.50 (100 shares) ...................................................................................
Market Peg Zero Display Reserve Order
Zero Display Reserve Order with Limit Price
Midpoint Peg Zero Display Reserve Order
emcdonald on DSK67QTVN1PROD with NOTICES
There are no sell orders posted to the
NSX Book priced at the Protected BBO
or better that could execute against the
Market Peg Zero Display Reserve Order
at 11.00.
5 Under Exchange Rule 11.3(a), the minimum
pricing increments are to be no smaller than $0.01
if priced equal to or greater than $1.00 per share or
$0.0001 if priced less than $1.00 per share.
6 Under Exchange Rule 11.11(b)(1), an
‘‘Immediate-or-Cancel Order’’ is a ‘‘limit order that
is to be executed in whole or in part as soon as such
order is received, and the portion not so executed’’
is to be cancelled.
7 In sum, Exchange Rule 1.5 defines the term
‘‘ETP’’ as an Equity Trading Permit issued by the
Exchange for effecting approved securities
transactions on the Exchange’s Trading Facilities.
8 Exchange Rule 1.5. ‘‘NSX Book’’ is defined as
‘‘System’s electronic file of orders.’’
9 NSX trading rules provide for a price-time
priority market with two modes of order
interaction: (1) Auto-Ex, and (2) Order Delivery.
The Exchange’s two modes of order interaction are
described in NSX Rule 11.13(b).
10 Under Exchange Rule 11.11(c)(2), a ‘‘Reserve
Order’’ is a limit order with a portion of the
quantity displayed with a reserve portion of the
quantity that is not displayed.’’ Exchange Rule
11.11(c)(2)(A), defines a ‘‘Zero Display Reserve
Order’’ as a Reserve Order with zero display
quantity.
11 Under Exchange Rule 11.11(c)(2)(A), a ‘‘Market
Peg Zero Display Reserve Order’’ is a ‘‘pegged Zero
Display Reserve Order which tracks the opposite
side of the market’’ (e.g., the buy-side of the
Protected BBO for a sell order or the sell-side of the
Protected BBO for a buy order).
12 Under Exchange Rule 11.11(c)(2)(A), a
‘‘Midpoint Peg Zero Display Reserve Order’’ is a
‘‘pegged Zero Display Reserve Order that tracks the
midpoint’’ of the Protected BBO.’’
13 See Exchange Rule 11.3(a)(i) which prohibits,
in sum, minimum pricing increments smaller than
$0.01 for bids, offers, orders, or indications of
interest priced equal to or greater than $1.00 per
share. Under 11.3(c), an undisplayed order that is
pegged to the midpoint of the Protected BBO in
accordance with Rule 11.11(c)(2) may be executed
in sub-pennies if necessary to obtain a midpoint
price.
14 See Exchange Rule 11.3(a)(ii) which prohibits,
in sum, minimum pricing increments smaller than
$0.0001 for bids, offers, orders, or indications of
interest priced less than $1.00 per share.
15 Exchange Rule 1.5. ‘‘Protected NBBO’’ is
defined as ‘‘the national best bid or offer that is a
protected quotation.’’
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Result: The incoming MidpointSeeker Order to sell 300 shares will
execute against the Market Peg Zero
Display Order at 11.00, the Zero Display
Reserve Order at 10.70 and the
Midpoint Peg Zero Display Order at
10.50. These executions are subject to
the Exchange Rule 11.14(a) regarding
price/time priority.
Buy orders resting on NSX book
emcdonald on DSK67QTVN1PROD with NOTICES
Example 4: Sub-Dollar Security
The Protected BBO is 0.8731 by
0.9998. The midpoint between the
Protected BBO is 0.93645. For purposes
of this example, the only interest posted
to the NSX Book is a Midpoint Peg Zero
Display Order to buy. A MidpointSeeker Order to sell is submitted. As
discussed above under the proposed
changes to Exchange Rule 11.3(c), the
System rounds the price of the Midpoint
Peg Zero Display Order to buy up to the
nearest permissible trading increment of
0.9365. The Midpoint-Seeker Order will
execute against the Midpoint Peg Zero
Display order at 0.9365.
Example 5: Sub-Dollar Security
The Protected BBO is 0.8731 by
0.9998. The midpoint between the
Protected BBO is 0.93645. For purposes
of this example, the only interest posted
to the NSX Book is a Midpoint Peg Zero
Display Order to sell. A MidpointSeeker Order to buy is submitted. As
discussed above under the proposed
changes to Exchange Rule 11.3(c), the
System rounds the Midpoint Peg Zero
Display Order to sell down to the
nearest permissible trading increment of
0.9364. The Midpoint-Seeker Order
executes against the Midpoint Peg Zero
Display Order at 0.9364.
2. Statutory Basis
The Exchange believes that the
proposed clarification to Exchange Rule
11.3(c) is consistent with the provisions
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The Protected BBO is 10.00 by 11.00
and the Exchange has received a
Midpoint-Seeker Order to sell 300
shares.
Market Peg Zero Display Reserve Order
Midpoint Peg Zero Display Reserve Order
Zero Display Reserve Order with Limit Price
of Section 6(b) of the Act,16 in general,
and Section 6(b)(5) of the Act,17 in
particular, in that it is designed to
promote just and equitable principles of
trade, remove impediments to, and
perfect the mechanism of, a free and
open market and a national market
system. The amendments to NSX Rule
11.3(c) do not alter the Exchange’s
current rounding methodology. They
simply clarify for ETP Holders how the
Exchange’s System may round an
execution price resulting from a Zero
Display Reserve Order that is pegged to
the midpoint between the Protected
BBO that results in an impermissible
trading increment, thereby enhancing
market transparency thereby promoting
just and equitable principles of trade,
removing impediments to, and
perfecting the mechanism of, a free and
open market and a national market
system.
The Exchange also believes the
proposed Midpoint-Seeker Order is
consistent with Section 6(b) of the
Exchange Act 18 and furthers the
objective of Section 6(b)(5) of the
Exchange Act 19 because it is to
designed promote just and equitable
principles of trade, remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest. The Midpoint-Seeker
Order will enable ETP Holders to enter
an order that is not displayed publicly
but is to be executed at the midpoint
between the Protected BBO or better and
only take liquidity. The Exchange
believes this order type will enhance
order execution opportunities on the
NSX and help provide ETP Holders
with flexibility in executing transactions
that meet the specific requirements of
the order type. The Midpoint-Seeker
Order will allow for additional
opportunities for investors to interact
with orders priced at or better than the
midpoint between the BBO which
16 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
18 15 U.S.C. 78f(b).
19 15 U.S.C 78f(b)(5).
17 15
PO 00000
Example 3
Order type
11.00 (100 shares) ...................................................................................
10.50 (100 shares) ...................................................................................
10.40 (100 shares) ...................................................................................
There are no sell orders posted to the
NSX Book priced at the Protected BBO
or better that could execute against the
Market Peg Zero Display Reserve Order
at 11.00.
Result: The incoming MidpointSeeker Order to sell 300 shares will
execute against the Market Peg Zero
Display Order at 11.00 and the Midpoint
Peg Zero Display Order at 10.50. The
System will cancel the remaining 100
shares of the Midpoint-Seeker because
the Zero Display Reserve order at 10.40
is at a price inferior to the midpoint
between the Protected BBO and last in
price priority pursuant to Exchange
Rule 11.14(a).
14869
Frm 00107
Fmt 4703
promotes just and equitable principles
of trade and removes impediments to
and perfects the mechanism of a free
and open market and national market
system.
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 Exchange Act.
The Exchange believes the proposed
Midpoint-Seeker Order will enhance
order execution opportunities for ETP
Holders on the NSX. The Exchange does
not believe the proposed rule change
will impose a burden on competition
amongst ETP Holders that use Auto-Ex
and those that use the Exchange’s Order
Delivery mode of interaction (‘‘Order
Delivery Users’’).20 ETP Holders may
use the Midpoint-Seeker Order to
remove liquidity on the NSX Book at the
midpoint of the Protected BBO or better.
Orders entered via Auto-Ex that are
posted to the NSX Book execute
immediately when matched against a
marketable incoming contra-side
Midpoint-Seeker Orders entered via
Auto-Ex. Conversely, Order Delivery
Users only add liquidity to the NSX
Book though the use of ‘‘Post Only’’
orders, which is not a liquidity taker.
The NSX System rejects marketable
‘‘Post Only’’ orders, and will not route
them away. Therefore, an Order
Delivery User would not utilize the
proposed Midpoint Seeker Order. In
addition, an Order Delivery User is
prohibited from posting an undisplayed
midpoint order on the NSX Book, and,
as a result, could not be matched against
an incoming contra-side MidpointSeeker Order entered via Auto-Ex.
Nonetheless, an Order Deliver User is
able to submit orders via Auto-Ex,
including the proposed MidpointSeeker, but not in their capacity as an
Order Delivery User. Furthermore, the
Exchange believes the Midpoint Seeker
order should enhance competition
20 See
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NSX Rule 11.13(b).
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Federal Register / Vol. 78, No. 45 / Thursday, March 7, 2013 / Notices
between it and other exchanges that
currently offer similar order types by
offer investors another option to access
liquidity at the Midpoint between the
Protected BBO or better. Therefore, 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 Exchange Act.
Lastly, the amendments to Exchange
Rule 11.3(c) merely clarify for ETP
Holder the Exchange’s current rounding
methodology. Therefore, the Exchange
does not believe that the proposed rule
change will impose any burden on
competition that is not necessary or in
furtherance of the Exchange Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments on the proposed
rule change were neither solicited nor
received.
emcdonald on DSK67QTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
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 for 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 21 and Rule 19b–4(f)(6)(iii)
thereunder.22
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. Such
waiver would allow the Exchange to
offer an order type that is similar to
other exchanges without delay. The
Commission notes that the rule change
to adopt the Midpoint-Seeker is based
on and similar to CBSX Rule
51.8(g)(13).23 For this reason, the
Commission waives the operative delay
21 15
U.S.C. 78s(b)(3)(A).
22 17 CFR 240.19b–4(f)(6)(iii). As required under
Rule 19b–4(f)(6)(iii), the Exchange provided the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and the text of the proposed rule
change, at least five business days prior to the date
of filing of the proposed rule change, or such
shorter time as designated by the Commission.
23 See SR–NSX–2013–07, Item 7.
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14:43 Mar 06, 2013
Jkt 229001
and designates the proposed rule change
to be operative upon filing.24
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
under Section 19(b)(2)(B) 25 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
available for Web site viewing and
printing in the Commission’s Public
Reference Room on official business
days between the hours of 10:00 a.m.
and 3:00 p.m. Copies of such filing also
will be available for inspection and
copying at the principal offices 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–NSX–
2013–07, and should be submitted on or
before March 28, 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.26
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–NSX–2013–07 on the
subject line.
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–NSX–2013–07. 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 website (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
24 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
25 15 U.S.C. 78s(b)(2)(B).
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[FR Doc. 2013–05238 Filed 3–6–13; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–69016; File No. SR–CME–
2013–14]
Self-Regulatory Organizations;
Chicago Mercantile Exchange Inc.;
Notice of Filing and Order Granting
Accelerated Approval of Proposed
Rule Change Regarding Acceptance of
Additional Interest Rate Swaps for
Clearing
March 1, 2013.
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 March 1,
2013, Chicago Mercantile Exchange Inc.
(‘‘CME’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I and II below, which Items
have been prepared by primarily by
CME. The Commission is publishing
this notice to solicit comments on the
proposed rule change from interested
persons and to approve the proposed
rule change on an accelerated basis.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
CME proposes to amend rules related
to its business as a derivatives clearing
organization offering interest rate swap
(‘‘IRS’’) clearing services. More
specifically, CME proposes to accept the
26 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\07MRN1.SGM
07MRN1
Agencies
[Federal Register Volume 78, Number 45 (Thursday, March 7, 2013)]
[Notices]
[Pages 14867-14870]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-05238]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69009; File No. SR-NSX-2013-07]
Self-Regulatory Organizations; National Stock Exchange, Inc.;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Adopt a New Order Type Called the Midpoint-Seeker Order and Amend Rule
11.3(c) Regarding Rounding of Sub-Penny Midpoint Executions
February 28, 2013.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on February 27, 2013, National Stock Exchange, Inc.
(``NSX[supreg]'' or the ``Exchange'') filed with the Securities and
Exchange Commission (``Commission'') the proposed rule change, as
described in Items I and II below, which Items have been prepared by
the Exchange. The Commission is publishing this notice to solicit
comment on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is proposing to amend: (1) NSX Rule 11.3(c) to clarify
how the NSX System may execute certain types of undisplayed orders that
are pegged to the midpoint between the Protected BBO in subpennies; and
(2) NSX Rule 11.11(c), entitled ``Orders and Modifiers'' to adopt a new
order type called a Midpoint-Seeker Order. The text of the proposed
rule change is available on the Exchange's Web site at https://www.nsx.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 parts 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 is proposing to amend: (1) NSX Rule 11.3(c) to clarify
how the NSX System may execute certain types of undisplayed orders that
are pegged to the midpoint between the Protected Best Bid or Offer
(``BBO'') \3\ in subpennies; and (2) NSX Rule 11.11(c), entitled
``Orders and Modifiers'' to adopt a new order type called a Midpoint-
Seeker Order.
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\3\ Exchange Rule 1.5. ``Protected BBO'' is defined as ``the
better of the following: (a) [t]he Protected NBBO or (b) [t]he
displayed Top of Book.''
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Rounding of Midpoint Orders
The Exchange proposes to amend NSX Rule 11.3(c) to clarify how the
NSX System may execute certain types of Zero Display Reserve Orders \4\
that are pegged to the midpoint between the Protected BBO in
subpennies. NSX Rule 11.3(c) provides that a Zero Display Reserve Order
that is pegged at the midpoint of the Protected BBO may be executed in
subpennies, if necessary, to obtain a midpoint price. The Exchange is
proposing to amend Rule 11.3(c) in order to clarify how the System
rounds executions in securities priced less than $1.00 per share
resulting from a Zero Display Reserve Order pegged at the midpoint to
the nearest permissible
[[Page 14868]]
trading increment.\5\ The System rounds the execution price up when the
Zero Display Reserve Order pegged at the midpoint posted to the NSX
Book is on the buy-side, and rounds the execution price down when the
Zero Display Reserve Order pegged at the midpoint posted on the NSX
Book is on the sell-side. For example, the Protected BBO is 0.8731 by
0.9998, and there is a buy order on the NSX Book which is a Zero
Display Reserve Order pegged at the midpoint, which is 0.93645, an
impermissible trading increment. An incoming order to sell will execute
against the Zero Display Reserve Order at 0.9365 because the System
will round the execution price from 0.93645 up to nearest permissible
trading increment.
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\4\ Under Exchange Rule 11.11(c)(2)(A), a ``Zero Display Reserve
Order'' is a ``Reserve Order with zero display quantity.''
\5\ Under Exchange Rule 11.3(a), the minimum pricing increments
are to be no smaller than $0.01 if priced equal to or greater than
$1.00 per share or $0.0001 if priced less than $1.00 per share.
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This clarifying amendment will provide ETP Holders with additional
information on how the System rounds the execution price for Zero
Display Reserve Orders that are pegged to the midpoint between the
Protected BBO.
Proposed Midpoint-Seeker Order
The proposed Midpoint-Seeker Order is an Immediate-or-Cancel
(``IOC'') \6\ order that would allow Equity Trading Permit (``ETP'')
\7\ Holders the ability to execute against undisplayed orders that are
posted on the NSX Book \8\ at a price equal to or better than the
midpoint between the Protected BBO. A Midpoint-Seeker Order will only
execute through the Exchange's automatic execution mode (``Auto-Ex'')
\9\ against undisplayed orders posted on the NSX Book priced equal to
or better than the midpoint between the Protected BBO. The undisplayed
orders against which the Midpoint-Seeker Order will execute include
the: (i) Zero Display Reserve Order \10\ entered with a limit price,
(ii) Market Peg Zero Display Reserve Order; \11\ and (iii) Midpoint Peg
Zero Display Reserve Order.\12\ A Midpoint Seeker order may include an
optional limit price cap beyond which the order shall not execute
(i.e., an execution at a price lower for an order to sell or higher for
an order to buy than a specified price). Under no circumstances will a
Midpoint-Seeker Order execute against a displayed order or an order
that is at a price which is inferior to the midpoint between the
Protected BBO.
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\6\ Under Exchange Rule 11.11(b)(1), an ``Immediate-or-Cancel
Order'' is a ``limit order that is to be executed in whole or in
part as soon as such order is received, and the portion not so
executed'' is to be cancelled.
\7\ In sum, Exchange Rule 1.5 defines the term ``ETP'' as an
Equity Trading Permit issued by the Exchange for effecting approved
securities transactions on the Exchange's Trading Facilities.
\8\ Exchange Rule 1.5. ``NSX Book'' is defined as ``System's
electronic file of orders.''
\9\ NSX trading rules provide for a price-time priority market
with two modes of order interaction: (1) Auto-Ex, and (2) Order
Delivery. The Exchange's two modes of order interaction are
described in NSX Rule 11.13(b).
\10\ Under Exchange Rule 11.11(c)(2), a ``Reserve Order'' is a
limit order with a portion of the quantity displayed with a reserve
portion of the quantity that is not displayed.'' Exchange Rule
11.11(c)(2)(A), defines a ``Zero Display Reserve Order'' as a
Reserve Order with zero display quantity.
\11\ Under Exchange Rule 11.11(c)(2)(A), a ``Market Peg Zero
Display Reserve Order'' is a ``pegged Zero Display Reserve Order
which tracks the opposite side of the market'' (e.g., the buy-side
of the Protected BBO for a sell order or the sell-side of the
Protected BBO for a buy order).
\12\ Under Exchange Rule 11.11(c)(2)(A), a ``Midpoint Peg Zero
Display Reserve Order'' is a ``pegged Zero Display Reserve Order
that tracks the midpoint'' of the Protected BBO.''
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The System will execute a Midpoint-Seeker Order at the midpoint
between the Protected BBO in $0.005 increments if the security is
priced at or above $1 \13\ and $0.0001 increments if the security is
priced below $1.\14\ As explained above under the proposed changes to
Rule 11.3(c), if interest resting on the NSX Book at the midpoint
between the Protected BBO is not at a tradable increment, the Exchange
will either round up for a Midpoint-Seeker Order to sell or round down
for a Midpoint-Seeker Order to buy to the nearest tradable increment.
The Midpoint-Seeker Order will execute against undisplayed posted
orders on the NSX Book that are priced at or better than the midpoint
between the Protected BBO. As an IOC order, the Midpoint-Seeker Order
will execute only against the number of shares of undisplayed liquidity
available on the NSX Book. Shares of an undisplayed posted order that
remain after interacting with a Midpoint-Seeker Order will remain on
the NSX Book. As an IOC order, any unexecuted portion of a Midpoint-
Seeker Order will be treated as cancelled (i) after interacting with
available undisplayed posted orders or (ii) when there are no
undisplayed posted orders priced equal to or better than the midpoint
between the Protected BBO.
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\13\ See Exchange Rule 11.3(a)(i) which prohibits, in sum,
minimum pricing increments smaller than $0.01 for bids, offers,
orders, or indications of interest priced equal to or greater than
$1.00 per share. Under 11.3(c), an undisplayed order that is pegged
to the midpoint of the Protected BBO in accordance with Rule
11.11(c)(2) may be executed in sub-pennies if necessary to obtain a
midpoint price.
\14\ See Exchange Rule 11.3(a)(ii) which prohibits, in sum,
minimum pricing increments smaller than $0.0001 for bids, offers,
orders, or indications of interest priced less than $1.00 per share.
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Like other IOC orders, a Midpoint-Seeker Order will never be routed
to an away market. A Midpoint-Seeker Order will also be treated as
cancelled when the Protected BBO is locked or crossed. A Midpoint-
Seeker Order cannot be combined with any other order type or order type
modifier offered by the Exchange.
The below examples illustrate the functionality of the Midpoint-
Seeker Order. All orders posted on the NSX Book are undisplayed.
Example 1
The Protected NBBO \15\ is 10.00 by 11.00 and the Exchange has
received a Midpoint- Seeker Order to sell 300 shares. NSX Book contains
no undisplayed orders.
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\15\ Exchange Rule 1.5. ``Protected NBBO'' is defined as ``the
national best bid or offer that is a protected quotation.''
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Result: The System will cancel the incoming Midpoint-Seeker Order
to sell 300 shares in its entirety because there are no undisplayed
posted orders on the NSX Book priced equal to or better than the
midpoint between the Protected BBO.
Example 2
The Protected BBO is 10.00 by 11.00 and the Exchange has received a
Midpoint-Seeker Order to sell 300 shares.
------------------------------------------------------------------------
Buy orders resting on NSX book Order type
------------------------------------------------------------------------
11.00 (100 shares)..................... Market Peg Zero Display Reserve
Order
10.70 (100 shares)..................... Zero Display Reserve Order with
Limit Price
10.50 (100 shares)..................... Midpoint Peg Zero Display
Reserve Order
------------------------------------------------------------------------
There are no sell orders posted to the NSX Book priced at the
Protected BBO or better that could execute against the Market Peg Zero
Display Reserve Order at 11.00.
[[Page 14869]]
Result: The incoming Midpoint-Seeker Order to sell 300 shares will
execute against the Market Peg Zero Display Order at 11.00, the Zero
Display Reserve Order at 10.70 and the Midpoint Peg Zero Display Order
at 10.50. These executions are subject to the Exchange Rule 11.14(a)
regarding price/time priority.
Example 3
The Protected BBO is 10.00 by 11.00 and the Exchange has received a
Midpoint-Seeker Order to sell 300 shares.
------------------------------------------------------------------------
Buy orders resting on NSX book Order type
------------------------------------------------------------------------
11.00 (100 shares)..................... Market Peg Zero Display Reserve
Order
10.50 (100 shares)..................... Midpoint Peg Zero Display
Reserve Order
10.40 (100 shares)..................... Zero Display Reserve Order with
Limit Price
------------------------------------------------------------------------
There are no sell orders posted to the NSX Book priced at the
Protected BBO or better that could execute against the Market Peg Zero
Display Reserve Order at 11.00.
Result: The incoming Midpoint-Seeker Order to sell 300 shares will
execute against the Market Peg Zero Display Order at 11.00 and the
Midpoint Peg Zero Display Order at 10.50. The System will cancel the
remaining 100 shares of the Midpoint-Seeker because the Zero Display
Reserve order at 10.40 is at a price inferior to the midpoint between
the Protected BBO and last in price priority pursuant to Exchange Rule
11.14(a).
Example 4: Sub-Dollar Security
The Protected BBO is 0.8731 by 0.9998. The midpoint between the
Protected BBO is 0.93645. For purposes of this example, the only
interest posted to the NSX Book is a Midpoint Peg Zero Display Order to
buy. A Midpoint-Seeker Order to sell is submitted. As discussed above
under the proposed changes to Exchange Rule 11.3(c), the System rounds
the price of the Midpoint Peg Zero Display Order to buy up to the
nearest permissible trading increment of 0.9365. The Midpoint-Seeker
Order will execute against the Midpoint Peg Zero Display order at
0.9365.
Example 5: Sub-Dollar Security
The Protected BBO is 0.8731 by 0.9998. The midpoint between the
Protected BBO is 0.93645. For purposes of this example, the only
interest posted to the NSX Book is a Midpoint Peg Zero Display Order to
sell. A Midpoint-Seeker Order to buy is submitted. As discussed above
under the proposed changes to Exchange Rule 11.3(c), the System rounds
the Midpoint Peg Zero Display Order to sell down to the nearest
permissible trading increment of 0.9364. The Midpoint-Seeker Order
executes against the Midpoint Peg Zero Display Order at 0.9364.
2. Statutory Basis
The Exchange believes that the proposed clarification to Exchange
Rule 11.3(c) is consistent with the provisions of Section 6(b) of the
Act,\16\ in general, and Section 6(b)(5) of the Act,\17\ in particular,
in that it is designed to promote just and equitable principles of
trade, remove impediments to, and perfect the mechanism of, a free and
open market and a national market system. The amendments to NSX Rule
11.3(c) do not alter the Exchange's current rounding methodology. They
simply clarify for ETP Holders how the Exchange's System may round an
execution price resulting from a Zero Display Reserve Order that is
pegged to the midpoint between the Protected BBO that results in an
impermissible trading increment, thereby enhancing market transparency
thereby promoting just and equitable principles of trade, removing
impediments to, and perfecting the mechanism of, a free and open market
and a national market system.
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\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(5).
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The Exchange also believes the proposed Midpoint-Seeker Order is
consistent with Section 6(b) of the Exchange Act \18\ and furthers the
objective of Section 6(b)(5) of the Exchange Act \19\ because it is to
designed promote just and equitable principles of trade, remove
impediments to and perfect the mechanisms of a free and open market and
a national market system and, in general, to protect investors and the
public interest. The Midpoint-Seeker Order will enable ETP Holders to
enter an order that is not displayed publicly but is to be executed at
the midpoint between the Protected BBO or better and only take
liquidity. The Exchange believes this order type will enhance order
execution opportunities on the NSX and help provide ETP Holders with
flexibility in executing transactions that meet the specific
requirements of the order type. The Midpoint-Seeker Order will allow
for additional opportunities for investors to interact with orders
priced at or better than the midpoint between the BBO which promotes
just and equitable principles of trade and removes impediments to and
perfects the mechanism of a free and open market and national market
system.
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\18\ 15 U.S.C. 78f(b).
\19\ 15 U.S.C 78f(b)(5).
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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 Exchange Act. The Exchange
believes the proposed Midpoint-Seeker Order will enhance order
execution opportunities for ETP Holders on the NSX. The Exchange does
not believe the proposed rule change will impose a burden on
competition amongst ETP Holders that use Auto-Ex and those that use the
Exchange's Order Delivery mode of interaction (``Order Delivery
Users'').\20\ ETP Holders may use the Midpoint-Seeker Order to remove
liquidity on the NSX Book at the midpoint of the Protected BBO or
better. Orders entered via Auto-Ex that are posted to the NSX Book
execute immediately when matched against a marketable incoming contra-
side Midpoint-Seeker Orders entered via Auto-Ex. Conversely, Order
Delivery Users only add liquidity to the NSX Book though the use of
``Post Only'' orders, which is not a liquidity taker. The NSX System
rejects marketable ``Post Only'' orders, and will not route them away.
Therefore, an Order Delivery User would not utilize the proposed
Midpoint Seeker Order. In addition, an Order Delivery User is
prohibited from posting an undisplayed midpoint order on the NSX Book,
and, as a result, could not be matched against an incoming contra-side
Midpoint-Seeker Order entered via Auto-Ex. Nonetheless, an Order
Deliver User is able to submit orders via Auto-Ex, including the
proposed Midpoint-Seeker, but not in their capacity as an Order
Delivery User. Furthermore, the Exchange believes the Midpoint Seeker
order should enhance competition
[[Page 14870]]
between it and other exchanges that currently offer similar order types
by offer investors another option to access liquidity at the Midpoint
between the Protected BBO or better. Therefore, 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 Exchange Act.
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\20\ See NSX Rule 11.13(b).
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Lastly, the amendments to Exchange Rule 11.3(c) merely clarify for
ETP Holder the Exchange's current rounding methodology. Therefore, the
Exchange does not believe that the proposed rule change will impose any
burden on competition that is not necessary or in furtherance of the
Exchange Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments on the proposed rule change were neither solicited
nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
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 for 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 \21\ and Rule 19b-
4(f)(6)(iii) thereunder.\22\
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\21\ 15 U.S.C. 78s(b)(3)(A).
\22\ 17 CFR 240.19b-4(f)(6)(iii). As required under Rule 19b-
4(f)(6)(iii), the Exchange provided the Commission with written
notice of its intent to file the proposed rule change, along with a
brief description and the text of the proposed rule change, at least
five business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission.
---------------------------------------------------------------------------
The Exchange has 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.
Such waiver would allow the Exchange to offer an order type that is
similar to other exchanges without delay. The Commission notes that the
rule change to adopt the Midpoint-Seeker is based on and similar to
CBSX Rule 51.8(g)(13).\23\ For this reason, the Commission waives the
operative delay and designates the proposed rule change to be operative
upon filing.\24\
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\23\ See SR-NSX-2013-07, Item 7.
\24\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
---------------------------------------------------------------------------
At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \25\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\25\ 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-NSX-2013-07 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-NSX-2013-07. 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 website (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 on official business days
between the hours of 10:00 a.m. and 3:00 p.m. Copies of such filing
also will be available for inspection and copying at the principal
offices 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-NSX-2013-07, and should be submitted on or before March 28, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\26\
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\26\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-05238 Filed 3-6-13; 8:45 am]
BILLING CODE 8011-01-P