Self-Regulatory Organizations; the NASDAQ Stock Market LLC; Notice of Filing of Proposed Rule Change To Adopt Chapter V, Section 3(d)(iii) Regarding Quoting Obligations, 15995-15997 [2013-05751]
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Federal Register / Vol. 78, No. 49 / Wednesday, March 13, 2013 / Notices
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 for this filing
is March 11, 2013. The Commission is
extending this 45-day time period.
The Commission finds that it is
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 proposed
rule change, the comments received,
and any response to the comments
submitted by FINRA. The proposed rule
change would amend FINRA Rule 2267
to require that members include a
prominent description of and link to
FINRA BrokerCheck, as prescribed by
FINRA, on their Web sites, social media
pages, and any comparable Internet
presence, and on Web sites, social
media pages, and any comparable
Internet presence relating to a member’s
investment banking or securities
business maintained by or on behalf of
any person associated with a member.
Accordingly, the Commission,
pursuant to Section 19(b)(2) of the Act,6
designates April 25, 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
(File Number SR–FINRA–2013–002).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–05719 Filed 3–12–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
mstockstill on DSK4VPTVN1PROD with NOTICES
[Release No. 34–69069; File No. SR–
NASDAQ–2013–043]
Self-Regulatory Organizations; the
NASDAQ Stock Market LLC; Notice of
Filing of Proposed Rule Change To
Adopt Chapter V, Section 3(d)(iii)
Regarding Quoting Obligations
March 7, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
6 15
7 17
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(57).
VerDate Mar<15>2010
17:11 Mar 12, 2013
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on March 5,
2013, The NASDAQ Stock Market LLC
(‘‘NASDAQ’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
the proposed rule change as described
in Items I 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
The Exchange proposes to adopt a
new Chapter V, Section 3(d)(iii) to
provide for how the Exchange proposes
to treat options market-making quoting
obligations, in response to the
Regulation NMS Plan to Address
Extraordinary Market Volatility.
The text of the proposed rule change
is below; proposed new language is
italicized.
*
*
*
*
*
Chapter V
NOM
*
*
*
*
*
Sec. 3 Trading Halts
(a)–(c) No change.
(d) This paragraph shall be in effect
during a pilot period to coincide with
the pilot period for the Plan to Address
Extraordinary Market Volatility
Pursuant to Rule 608 of Regulation
NMS, as it may be amended from time
to time (‘‘LULD Plan’’). Capitalized
terms used in this paragraph shall have
the same meaning as provided for in the
LULD Plan. During a Limit State and
Straddle State in the Underlying NMS
stock:
(i)–(ii) No change.
(iii) When evaluating whether a
Market Maker has met the continuous
quoting obligations of Chapter VII,
Section 6(d) in options overlying NMS
stocks, the Exchange will not consider
as part of the trading day the time that
an NMS stock underlying an option was
in a Limit State or Straddle State.
(e) No change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
1 15
2 17
Jkt 229001
Regulation of Trading on
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00068
Fmt 4703
15995
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to adopt
Chapter V, Section 3(d)(iii) 3 to provide
for how the Exchange will treat options
market making quoting obligations in
response to the Regulation NMS Plan to
Address Extraordinary Market Volatility
(the ‘‘Plan’’), which is applicable to all
NMS stocks, as defined in Regulation
NMS Rule 600(b)(47). The Exchange
proposes to adopt new Chapter V,
Section 3(d)(iii) for a pilot period that
coincides with the pilot period for the
Plan.
Background
Since May 6, 2010, when the markets
experienced excessive volatility in an
abbreviated time period, i.e., the ‘‘flash
crash,’’ the equities exchanges and the
Financial Industry Regulatory Authority
(‘‘FINRA’’) have implemented marketwide measures designed to restore
investor confidence by reducing the
potential for excessive market volatility.
Among the measures adopted include
pilot plans for stock-by-stock trading
pauses,4 related changes to the equities
market clearly erroneous execution
rules,5 and more stringent equities
market maker quoting requirements.6
On May 31, 2012, the Commission
approved the Plan, as amended, on a
one-year pilot basis.7 In addition, the
Commission approved changes to the
equities market-wide circuit breaker
rules on a pilot basis to coincide with
the pilot period for the Plan.8
3 The provisions of Chapter V, Sections 3(d)(i)–
(ii) and 3(e) were filed and became effective on
February 28, 2013, with a 30 day operative delay,
on a pilot basis. See SR–NASDAQ–2013–040.
4 See e.g., NASDAQ Rule 4120.
5 See e.g., NASDAQ Rule 4762.
6 See e.g., NASDAQ Rule 4613.
7 See Securities Exchange Act Release No. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012) (File
No. 4–631) (Order Approving the Plan on a Pilot
Basis).
8 See Securities Exchange Act Release No. 67090
(May 31, 2012), 77 FR 33531 (June 6, 2012) (SR–
BATS–2011–038; SR–BYX–2011–025; SR–BX–
2011–068; SR–CBOE–2011–087; SR–C2–2011–024;
SR–CHX–2011–30; SR–EDGA–2011–31; SR–EDGX–
2011–30; SR–FINRA–2011–054; SR–ISE–2011–61;
Continued
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13MRN1
15996
Federal Register / Vol. 78, No. 49 / Wednesday, March 13, 2013 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
The Plan is designed to prevent trades
in individual NMS stocks from
occurring outside of specified Price
Bands.9 As described more fully below,
the requirements of the Plan are coupled
with Trading Pauses to accommodate
more fundamental price moves (as
opposed to erroneous trades or
momentary gaps in liquidity). All
trading centers in NMS stocks,
including both those operated by
Participants and those operated by
members of Participants, are required to
establish, maintain, and enforce written
policies and procedures that are
reasonably designed to comply with the
requirements specified in the Plan.
As set forth in more detail in the Plan,
Price Bands consisting of a Lower Price
Band and an Upper Price Band for each
NMS Stock are calculated by the
Processors.10 When the National Best
Bid (Offer) is below (above) the Lower
(Upper) Price Band, the Processors shall
disseminate such National Best Bid
(Offer) with an appropriate flag
identifying it as unexecutable. When the
National Best Bid (Offer) is equal to the
Upper (Lower) Price Band, the
Processors shall distribute such
National Best Bid (Offer) with an
appropriate flag identifying it as a Limit
State Quotation.11 All trading centers in
NMS stocks must maintain written
policies and procedures that are
reasonably designed to prevent the
display of offers below the Lower Price
Band and bids above the Upper Price
Band for NMS stocks. Notwithstanding
this requirement, the Processor shall
display an offer below the Lower Price
Band or a bid above the Upper Price
Band, but with a flag that it is nonexecutable. Such bids or offers shall not
be included in the National Best Bid or
National Best Offer calculations.12
Trading in an NMS stock immediately
enters a Limit State if the National Best
Offer (Bid) equals but does not cross the
Lower (Upper) Price Band.13 Trading for
an NMS stock exits a Limit State if,
within 15 seconds of entering the Limit
State, all Limit State Quotations were
executed or canceled in their entirety. If
the market does not exit a Limit State
within 15 seconds, then the Primary
Listing Exchange would declare a fiveminute trading pause pursuant to
Section VII of the Plan, which would be
SR–NASDAQ–2011–131; SR–NSX–2011–11; SR–
NYSE–2011–48; SR–NYSEAmex–011–73; SR–
NYSEArca–2011–68; SR-Phlx–2011–129).
9 Unless otherwise specified, capitalized terms
used in this rule filing are based on the defined
terms of the Plan.
10 See Section V(A) of the Plan.
11 See Section VI(A) of the Plan.
12 See Section VI(A)(3) of the Plan.
13 See Section VI(B)(1) of the Plan.
VerDate Mar<15>2010
17:11 Mar 12, 2013
Jkt 229001
applicable to all markets trading the
security.14 In addition, the Plan defines
a Straddle State as when the National
Best Bid (Offer) is below (above) the
Lower (Upper) Price Band and the NMS
stock is not in a Limit State. For
example, assume the Lower Price Band
for an NMS Stock is $9.50 and the
Upper Price Band is $10.50, such NMS
stock would be in a Straddle State if the
National Best Bid were below $9.50, and
therefore unexecutable, and the
National Best Offer were above $9.50
(including a National Best Offer that
could be above $10.50). If an NMS stock
is in a Straddle State and trading in that
stock deviates from normal trading
characteristics, the Primary Listing
Exchange may declare a trading pause
for that NMS stock if such Trading
Pause would support the Plan’s goal to
address extraordinary market volatility.
Proposal
The Exchange proposes to adopt
Chapter V, Section 3(d)(iii) to provide
that the Exchange shall exclude the
amount of time an NMS stock
underlying a NOM option is in a Limit
State or Straddle State from the total
amount of time in the trading day when
calculating the percentage of the trading
day Options Market Makers are required
to quote.
Currently, the quoting requirements
appear in Chapter VII, Sections 5 and 6,
which generally require that, on a daily
basis, a Market Maker must during
regular market hours make markets
consistent with the applicable quoting
requirements specified in these rules, on
a continuous basis in at least sixty
percent (60%) of the series in options in
which the Market Maker is registered.
To satisfy this requirement with respect
to quoting a series, a Market Maker must
quote such series 90% of the trading day
(as a percentage of the total number of
minutes in such trading day) or such
higher percentage as NASDAQ may
announce in advance.
The Exchange now proposes to
subtract from the total number of
minutes in a trading day the time period
for an option when the underlying NMS
stock was in a Limit State or Straddle
State. The Exchange believes that this is
appropriate for the same reasons
discussed above, in light of the limited
price discovery in the underlying stock
and the direct relationship between an
options price and the price of the
14 The primary listing market would declare a
Trading Pause in an NMS stock; upon notification
by the primary listing market, the Processor would
disseminate this information to the public. No
trades in that NMS stock could occur during the
trading pause, but all bids and offers may be
displayed. See Section VII(A) of the Plan.
PO 00000
Frm 00069
Fmt 4703
Sfmt 4703
underlying security. During a Limit
State or Straddle State, the bid price or
offer price of the underlying security
will be unexecutable and the ability to
hedge the purchase or sale of an option
will be jeopardized. Recognizing that it
may be impossible to hedge to offset the
risk created by trading options, the
Exchange expects that Options Market
Makers will, as a result, modify their
quoting behavior. The Exchange
believes it is reasonable and appropriate
to exclude this time period, which the
Exchange believes will generally be
limited.
The Exchange has considered waiving
its bid/ask differential requirement (also
known as quote spread parameters), but
ultimately determined that those
requirements should be maintained in
order to promote liquidity and the
operation of a fair and orderly market.
Accordingly, even when the quoting
obligation is not in effect, Options
Market Makers who choose to quote
must do so within the applicable bidask differentials. The Exchange believes
that this should help ensure the quality
of the quotes that are entered and
preserves one of the obligations of being
a market maker.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
provisions of Section 6 of the Act,15 in
general, and with Section 6(b)(5) of the
Act,16 in particular, which requires that
the rules of an exchange be designed to
prevent fraudulent and manipulative
acts and practices, promote just and
equitable principles of trade, foster
cooperation and coordination with
persons engaged in regulating, clearing,
settling, processing information with
respect to, and facilitating transactions
in securities, remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, protect
investors and the public interest,
because the Exchange believes that
excluding the Limit and Straddle State
from an Options Market Maker’s quoting
obligation calculation should promote
just and equitable principles of trade by
recognizing the particular risk that
arises for liquidity providers who
cannot hedge. Whenever an NMS stock
is in a Limit State or Straddle State,
trading continues; however, there will
not be a reliable price for a security to
serve as a benchmark for the price of the
option. Accordingly, the Exchange seeks
to expressly remove these periods from
consideration in order to enable Options
15 15
16 15
E:\FR\FM\13MRN1.SGM
U.S.C. 78f.
U.S.C. 78f(b)(5).
13MRN1
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Federal Register / Vol. 78, No. 49 / Wednesday, March 13, 2013 / Notices
Market Makers to provide the necessary
liquidity and facilitate transactions on
the Exchange.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
Specifically, the proposal does not
impose an intra-market burden on
competition, because it will apply to all
Participants subject to those obligations
in the same manner. Nor will the
proposal impose a burden on
competition among the options
exchanges, because, in addition to the
vigorous competition for order flow
among the options exchanges, the
proposal addresses a regulatory
situation common to all options
exchanges. To the extent that market
participants disagree with the particular
approach taken by the Exchange herein,
market participants can easily and
readily operate on competing venues.
The Exchange believes this proposal
will not impose a burden on
competition and will help provide
liquidity during periods of
extraordinary volatility in an NMS
stock.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
mstockstill on DSK4VPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
such proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
VerDate Mar<15>2010
17:11 Mar 12, 2013
Jkt 229001
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
No. SR–NASDAQ–2013–043 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File No.
SR–NASDAQ–2013–043. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File No. SR–NASDAQ–
2013–043 and should be submitted on
or before March 28, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–05751 Filed 3–12–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69058; File No. SR–
NASDAQ–2013–039]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change To Replace
the Current Mid-Point Test Applied to
the Definition of Theoretical Price
March 7, 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 February
26, 2013, The NASDAQ Stock Market
LLC (‘‘NASDAQ’’ or ‘‘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 comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange has filed a proposed
rule change for the NASDAQ Options
Market (‘‘NOM’’) to amend Chapter V
Regulation of Trading on NOM, Section
6, Obvious Errors, to replace the current
mid-point test applied to the definition
of Theoretical Price, as described further
below.
The text of the proposed rule change
is below. Proposed new language is
italicized.
*
*
*
*
*
Chapter V
NOM
*
*
PO 00000
CFR 200.30–3(a)(12).
Frm 00070
Fmt 4703
Sfmt 4703
*
*
*
Sec. 6 Obvious Errors
(a) Nasdaq shall either nullify a
transaction or adjust the execution price
of a transaction that meets the standards
provided in this Section.
(b) No change.
(c) Definition of Theoretical Price. For
purposes of this Section only, the
Theoretical Price of an option series is,
(i) If the series is traded on at least one
other options exchange, the [mid-point
of the] last National Best Bid price with
respect to an erroneous sell transaction
and the last National Best Offer price
with respect to an erroneous buy
transaction [and Offer (‘‘NBBO’’)], just
prior to the transaction; or
(ii) No change.
1 15
17 17
Regulation of Trading on
2 17
E:\FR\FM\13MRN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
13MRN1
Agencies
[Federal Register Volume 78, Number 49 (Wednesday, March 13, 2013)]
[Notices]
[Pages 15995-15997]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-05751]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69069; File No. SR-NASDAQ-2013-043]
Self-Regulatory Organizations; the NASDAQ Stock Market LLC;
Notice of Filing of Proposed Rule Change To Adopt Chapter V, Section
3(d)(iii) Regarding Quoting Obligations
March 7, 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 5, 2013, The NASDAQ Stock Market LLC (``NASDAQ'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``Commission'') the proposed rule change as described in
Items I 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
The Exchange proposes to adopt a new Chapter V, Section 3(d)(iii)
to provide for how the Exchange proposes to treat options market-making
quoting obligations, in response to the Regulation NMS Plan to Address
Extraordinary Market Volatility.
The text of the proposed rule change is below; proposed new
language is italicized.
* * * * *
Chapter V Regulation of Trading on NOM
* * * * *
Sec. 3 Trading Halts
(a)-(c) No change.
(d) This paragraph shall be in effect during a pilot period to
coincide with the pilot period for the Plan to Address Extraordinary
Market Volatility Pursuant to Rule 608 of Regulation NMS, as it may be
amended from time to time (``LULD Plan''). Capitalized terms used in
this paragraph shall have the same meaning as provided for in the LULD
Plan. During a Limit State and Straddle State in the Underlying NMS
stock:
(i)-(ii) No change.
(iii) When evaluating whether a Market Maker has met the continuous
quoting obligations of Chapter VII, Section 6(d) in options overlying
NMS stocks, the Exchange will not consider as part of the trading day
the time that an NMS stock underlying an option was in a Limit State or
Straddle State.
(e) No change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to adopt Chapter V, Section 3(d)(iii) \3\ to
provide for how the Exchange will treat options market making quoting
obligations in response to the Regulation NMS Plan to Address
Extraordinary Market Volatility (the ``Plan''), which is applicable to
all NMS stocks, as defined in Regulation NMS Rule 600(b)(47). The
Exchange proposes to adopt new Chapter V, Section 3(d)(iii) for a pilot
period that coincides with the pilot period for the Plan.
---------------------------------------------------------------------------
\3\ The provisions of Chapter V, Sections 3(d)(i)-(ii) and 3(e)
were filed and became effective on February 28, 2013, with a 30 day
operative delay, on a pilot basis. See SR-NASDAQ-2013-040.
---------------------------------------------------------------------------
Background
Since May 6, 2010, when the markets experienced excessive
volatility in an abbreviated time period, i.e., the ``flash crash,''
the equities exchanges and the Financial Industry Regulatory Authority
(``FINRA'') have implemented market-wide measures designed to restore
investor confidence by reducing the potential for excessive market
volatility. Among the measures adopted include pilot plans for stock-
by-stock trading pauses,\4\ related changes to the equities market
clearly erroneous execution rules,\5\ and more stringent equities
market maker quoting requirements.\6\ On May 31, 2012, the Commission
approved the Plan, as amended, on a one-year pilot basis.\7\ In
addition, the Commission approved changes to the equities market-wide
circuit breaker rules on a pilot basis to coincide with the pilot
period for the Plan.\8\
---------------------------------------------------------------------------
\4\ See e.g., NASDAQ Rule 4120.
\5\ See e.g., NASDAQ Rule 4762.
\6\ See e.g., NASDAQ Rule 4613.
\7\ See Securities Exchange Act Release No. 67091 (May 31,
2012), 77 FR 33498 (June 6, 2012) (File No. 4-631) (Order Approving
the Plan on a Pilot Basis).
\8\ See Securities Exchange Act Release No. 67090 (May 31,
2012), 77 FR 33531 (June 6, 2012) (SR-BATS-2011-038; SR-BYX-2011-
025; SR-BX-2011-068; SR-CBOE-2011-087; SR-C2-2011-024; SR-CHX-2011-
30; SR-EDGA-2011-31; SR-EDGX-2011-30; SR-FINRA-2011-054; SR-ISE-
2011-61; SR-NASDAQ-2011-131; SR-NSX-2011-11; SR-NYSE-2011-48; SR-
NYSEAmex-011-73; SR-NYSEArca-2011-68; SR-Phlx-2011-129).
---------------------------------------------------------------------------
[[Page 15996]]
The Plan is designed to prevent trades in individual NMS stocks
from occurring outside of specified Price Bands.\9\ As described more
fully below, the requirements of the Plan are coupled with Trading
Pauses to accommodate more fundamental price moves (as opposed to
erroneous trades or momentary gaps in liquidity). All trading centers
in NMS stocks, including both those operated by Participants and those
operated by members of Participants, are required to establish,
maintain, and enforce written policies and procedures that are
reasonably designed to comply with the requirements specified in the
Plan.
---------------------------------------------------------------------------
\9\ Unless otherwise specified, capitalized terms used in this
rule filing are based on the defined terms of the Plan.
---------------------------------------------------------------------------
As set forth in more detail in the Plan, Price Bands consisting of
a Lower Price Band and an Upper Price Band for each NMS Stock are
calculated by the Processors.\10\ When the National Best Bid (Offer) is
below (above) the Lower (Upper) Price Band, the Processors shall
disseminate such National Best Bid (Offer) with an appropriate flag
identifying it as unexecutable. When the National Best Bid (Offer) is
equal to the Upper (Lower) Price Band, the Processors shall distribute
such National Best Bid (Offer) with an appropriate flag identifying it
as a Limit State Quotation.\11\ All trading centers in NMS stocks must
maintain written policies and procedures that are reasonably designed
to prevent the display of offers below the Lower Price Band and bids
above the Upper Price Band for NMS stocks. Notwithstanding this
requirement, the Processor shall display an offer below the Lower Price
Band or a bid above the Upper Price Band, but with a flag that it is
non-executable. Such bids or offers shall not be included in the
National Best Bid or National Best Offer calculations.\12\ Trading in
an NMS stock immediately enters a Limit State if the National Best
Offer (Bid) equals but does not cross the Lower (Upper) Price Band.\13\
Trading for an NMS stock exits a Limit State if, within 15 seconds of
entering the Limit State, all Limit State Quotations were executed or
canceled in their entirety. If the market does not exit a Limit State
within 15 seconds, then the Primary Listing Exchange would declare a
five-minute trading pause pursuant to Section VII of the Plan, which
would be applicable to all markets trading the security.\14\ In
addition, the Plan defines a Straddle State as when the National Best
Bid (Offer) is below (above) the Lower (Upper) Price Band and the NMS
stock is not in a Limit State. For example, assume the Lower Price Band
for an NMS Stock is $9.50 and the Upper Price Band is $10.50, such NMS
stock would be in a Straddle State if the National Best Bid were below
$9.50, and therefore unexecutable, and the National Best Offer were
above $9.50 (including a National Best Offer that could be above
$10.50). If an NMS stock is in a Straddle State and trading in that
stock deviates from normal trading characteristics, the Primary Listing
Exchange may declare a trading pause for that NMS stock if such Trading
Pause would support the Plan's goal to address extraordinary market
volatility.
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\10\ See Section V(A) of the Plan.
\11\ See Section VI(A) of the Plan.
\12\ See Section VI(A)(3) of the Plan.
\13\ See Section VI(B)(1) of the Plan.
\14\ The primary listing market would declare a Trading Pause in
an NMS stock; upon notification by the primary listing market, the
Processor would disseminate this information to the public. No
trades in that NMS stock could occur during the trading pause, but
all bids and offers may be displayed. See Section VII(A) of the
Plan.
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Proposal
The Exchange proposes to adopt Chapter V, Section 3(d)(iii) to
provide that the Exchange shall exclude the amount of time an NMS stock
underlying a NOM option is in a Limit State or Straddle State from the
total amount of time in the trading day when calculating the percentage
of the trading day Options Market Makers are required to quote.
Currently, the quoting requirements appear in Chapter VII, Sections
5 and 6, which generally require that, on a daily basis, a Market Maker
must during regular market hours make markets consistent with the
applicable quoting requirements specified in these rules, on a
continuous basis in at least sixty percent (60%) of the series in
options in which the Market Maker is registered. To satisfy this
requirement with respect to quoting a series, a Market Maker must quote
such series 90% of the trading day (as a percentage of the total number
of minutes in such trading day) or such higher percentage as NASDAQ may
announce in advance.
The Exchange now proposes to subtract from the total number of
minutes in a trading day the time period for an option when the
underlying NMS stock was in a Limit State or Straddle State. The
Exchange believes that this is appropriate for the same reasons
discussed above, in light of the limited price discovery in the
underlying stock and the direct relationship between an options price
and the price of the underlying security. During a Limit State or
Straddle State, the bid price or offer price of the underlying security
will be unexecutable and the ability to hedge the purchase or sale of
an option will be jeopardized. Recognizing that it may be impossible to
hedge to offset the risk created by trading options, the Exchange
expects that Options Market Makers will, as a result, modify their
quoting behavior. The Exchange believes it is reasonable and
appropriate to exclude this time period, which the Exchange believes
will generally be limited.
The Exchange has considered waiving its bid/ask differential
requirement (also known as quote spread parameters), but ultimately
determined that those requirements should be maintained in order to
promote liquidity and the operation of a fair and orderly market.
Accordingly, even when the quoting obligation is not in effect, Options
Market Makers who choose to quote must do so within the applicable bid-
ask differentials. The Exchange believes that this should help ensure
the quality of the quotes that are entered and preserves one of the
obligations of being a market maker.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the provisions of Section 6 of the Act,\15\ in general, and with
Section 6(b)(5) of the Act,\16\ in particular, which requires that the
rules of an exchange be designed to prevent fraudulent and manipulative
acts and practices, promote just and equitable principles of trade,
foster cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transactions in securities, remove impediments to and
perfect the mechanism of a free and open market and a national market
system, and, in general, protect investors and the public interest,
because the Exchange believes that excluding the Limit and Straddle
State from an Options Market Maker's quoting obligation calculation
should promote just and equitable principles of trade by recognizing
the particular risk that arises for liquidity providers who cannot
hedge. Whenever an NMS stock is in a Limit State or Straddle State,
trading continues; however, there will not be a reliable price for a
security to serve as a benchmark for the price of the option.
Accordingly, the Exchange seeks to expressly remove these periods from
consideration in order to enable Options
[[Page 15997]]
Market Makers to provide the necessary liquidity and facilitate
transactions on the Exchange.
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\15\ 15 U.S.C. 78f.
\16\ 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
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended.
Specifically, the proposal does not impose an intra-market burden on
competition, because it will apply to all Participants subject to those
obligations in the same manner. Nor will the proposal impose a burden
on competition among the options exchanges, because, in addition to the
vigorous competition for order flow among the options exchanges, the
proposal addresses a regulatory situation common to all options
exchanges. To the extent that market participants disagree with the
particular approach taken by the Exchange herein, market participants
can easily and readily operate on competing venues. The Exchange
believes this proposal will not impose a burden on competition and will
help provide liquidity during periods of extraordinary volatility in an
NMS stock.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove such proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File No. SR-NASDAQ-2013-043 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File No. SR-NASDAQ-2013-043. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File No. SR-NASDAQ-2013-043 and should be
submitted on or before March 28, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-05751 Filed 3-12-13; 8:45 am]
BILLING CODE 8011-01-P