Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Related to Limit Up/Limit Down, 17462-17464 [2013-06481]
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17462
Federal Register / Vol. 78, No. 55 / Thursday, March 21, 2013 / Notices
market participants and does not
impose a burden on competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
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
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the Exchange 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:
emcdonald on DSK67QTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–CBOE–2013–027 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–CBOE–2013–027. 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
VerDate Mar<14>2013
15:09 Mar 20, 2013
Jkt 229001
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 the filing also
will be available for inspection and
copying at the principal office of the
Exchange. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–CBOE–
2013–027, and should be submitted on
or before April 11, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.28
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–06478 Filed 3–20–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69148; File No. SR–ISE–
2013–20]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change Related to Limit Up/Limit
Down
March 15, 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 4,
2013, the International Securities
Exchange, LLC (‘‘ISE’’ 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 proposes to amend its
rules proposing changes to its rules in
light of the implementation of limit-up/
28 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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Sfmt 4703
limit-down procedures for securities
that underlie options traded on the ISE.
The text of the proposed rule change is
available on the Exchange’s Web site
www.ise.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
self-regulatory organization 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
On May 31, 2012, the Commission
approved the Plan to Address
Extraordinary Market Volatility (the
‘‘Plan’’),3 which establishes procedures
to address extraordinary volatility in
NMS Stocks. The procedures provide
for market-wide limit up-limit down
requirements that prevent trades in
individual NMS Stocks from occurring
outside of specified Price Bands. These
limit up-limit down requirements are
coupled with Trading Pauses to
accommodate more fundamental price
moves. The Plan procedures are
designed, among other things, to protect
investors and promote fair and orderly
markets.4
ISE is not a participant in the Plan
because it does not trade NMS Stocks.
However, the ISE trades options
contracts overlying NMS Stocks.
Because options pricing models are
highly dependent on the price of the
underlying security and the ability of
options traders to effect hedging
transactions in the underlying security,
the implementation of the Plan will
impact the trading of options classes
traded on the Exchange. Specifically,
under the Plan, upper and lower price
bands will be calculated based on a
reference price for each NMS Stock.5
3 Securities Exchange Act Release No. 67091 (May
31, 2012), 77 FR 33498 (June 6, 2012) (File No. 4–
631) (‘‘Plan Approval Order’’).
4 Id. at 33511 (Preamble to the Plan).
5 The reference price equals the arithmetic mean
price of eligible reported transactions for the NMS
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emcdonald on DSK67QTVN1PROD with NOTICES
When one side of the market for an
individual security is outside the
applicable price band, the national best
bid or national best offer will be
disseminated with a flag identifying it
as non-executable (i.e., a ‘‘Straddle
State’’). When the other side of the
market reaches the applicable price
band, such national best bid or offer will
be disseminated with a flag identifying
it as a Limit State Quotation.6 If trading
for a security does not exit a Limit State
within 15 seconds, a Trading Pause will
be declared by the Primary Listing
Exchange.7 The Trading Pause will last
at least five minutes 8 and will end
when the Primary Listing Exchange
disseminates a Reopening Price.9
When the national best bid (offer) for
a security underlying an options class is
non-executable, the ability for options
market participants purchase (sell)
shares of the underlying security and
the price at which they may be able to
purchase (sell) shares will become
uncertain, as there will be a lack of
transparency regarding the availability
of liquidity for the security.10 This
uncertainty will be factored into the
options pricing models of market
professionals, such as options market
makers, which will likely result in
wider spreads and less liquidity at the
Stock over the immediately preceding five-minute
period. See Section I(T) of the Plan.
6 See Section I(D) of the Plan. The Limit State will
end when the entire size of all Limit State
Quotations are executed or cancelled.
7 See Section VII(A) of the Plan. The Primary
Listing Exchange is the market on which an NMS
Stock is listed. If an NMS Stock is listed on more
than one market, the Primary Listing Exchange is
the market on which the security has been listed the
longest. See Section I(O) of the Plan. A trading
pause may also be declared when the national best
bid (offer) is below (above) the lower (upper) price
band and the security is not in a Limit State, and
trading in that security deviates from normal
trading characteristics. See Section VII(A)(2) of the
Plan.
8 A Trading Pause may last longer than 5 minutes
if, for example, the Primary Market declares a
Regulatory Halt, or if there is a significant order
imbalance. See Section VII(B) of the Plan. If the
Primary Listing Exchange does not report a
Reopening Price within ten minutes after the
declaration of a trading Pause and has not declared
a Regulatory Halt, all trading centers may begin
trading the security. Id.
9 The Reopening Price is the price of a transaction
that reopens trading on the Primary Listing
Exchange following a Trading Pause or a Regulatory
Halt, or, if the Primary Listing Exchange reopens
with quotations, the midpoint of those quotations.
The Exchange notes that under ISE Rule 702(c),
trading on the Exchange is halted whenever trading
in the underlying security has been paused by the
primary listing market. Accordingly, the Exchange
need not adopt any rule changes to address this
aspect of the Plan.
10 See Letter to Boris Ilyevsky, Managing Director,
ISE, from Thomas Price, Managing Director,
Securities Industry and Financial Markets
Association, dated October 4, 2012 (‘‘SIFMA
Letter’’). A copy of the letter is provided in Exhibit
2 to this filing.
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best bid and offer for the options class.
In light of these unusual market
conditions, when the national best bid
or offer for a security underlying an
options class traded on the Exchange is
non-executable or when the underlying
security is in a Limit State, the
Exchange proposes to reject incoming
and pending orders that do not have a
limit price. This proposed change is
consistent with the views of the
Securities Industry and Financial
Markets Association’s (‘‘SIFMA’’) Listed
Options Trading Committee.11 The
Exchange believes that all of the options
exchanges are considering similar rule
changes so that there will be a uniform
approach across the exchanges.12
Specifically, the Exchange proposes to
automatically reject all incoming orders
that do not contain a limit price to
protect them from being executed at
prices that may be vastly inferior to the
prices available immediately prior to or
following a Limit State or Straddle
State. Such un-priced orders include
market orders and stop orders, which
become market orders when the stop
price is elected.13 The Exchange will
also cancel any unexecuted market
orders and unexecuted stop orders.14
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 15 in general, and furthers the
objectives of Section 6(b)(5) of the Act 16
in particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism for a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
11 Id.
12 Id. (recommending that the options exchanges
and the Commission work together to assemble a
uniform set of rules).
13 ISE Rule 715(e).
14 Cancelling such orders is consistent with the
views expressed by SIFMA. SIFMA Letter, supra
note 10. Market orders may be unexecuted at the
time that a Limit State or Straddle State is initiated
for a number of reasons, such as they are being
handled by the Primary Market Maker (see ISE Rule
803(c)), they are being exposed (see ISE Rule 716(c),
ISE Rule 722(iii); and ISE Rule 803, Supplementary
Material .02)), or they have been directed to a
market maker (see ISE Rule 811). The Exchange will
not reject pending transactions in the Exchange’s
Facilitation, Solicited Order, Crossing Order or
Price Improvement Mechanisms, as all such
transactions are initiated with a limit price. ISE
Rule 716(d) (Facilitation Mechanism); ISE Rule
716(e) (Solicited Order Mechanism); Rule 721
(Crossing Orders); and Rule 723 (Price Improvement
Mechanism). Allowing such transactions during a
Limit State or Straddle State is consistent with the
views expressed by SIFMA. SIFMA Letter, supra
note 10.
15 15 U.S.C. 78f(b).
16 15 U.S.C. 78f(b)(5).
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17463
As discussed above, when an
underlying security enters a Limit State
or Straddle State, the best bid and offer
in the options class is likely to widen
considerably, and the liquidity available
at those prices may be greatly reduced.
In such circumstances, orders entered
without a price could receive executions
at prices that are vastly inferior to the
market price just prior to the initiation
of the Limit State or Straddle State and
vastly inferior to the market price
following the conclusion of the Limit
State or Straddle State. Given that these
states may be resolved very quickly, the
Exchange believes that rejecting unprice orders will protect investors from
receiving poor executions and provide a
more fair and orderly market.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposal will have any impact on
competition, and that it is likely that all
of the other options exchanges will
adopt similar order protection rules.17
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any written
comments from members or other
interested parties on this proposed rule
change, however, the Exchange received
a written request to adopt the rule
changes contained in the proposal.18
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 19 and Rule
19b–4(f)(6) thereunder.20 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
17 SIFMA
Letter, supra note 10.
18 Id.
19 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires the Exchange to give the
Commission written notice of the Exchange’s intent
to file the proposed rule change, along with a brief
description and 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 satisfied this requirement.
20 17
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17464
Federal Register / Vol. 78, No. 55 / Thursday, March 21, 2013 / Notices
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) of the Act 21 to
determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
emcdonald on DSK67QTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
No. SR–ISE–2013–20 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–ISE–2013–20. 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–ISE–2013–
20 and should be submitted on or before
April 11, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–06481 Filed 3–20–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69151; File No. SR–
NASDAQ–2013–033]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change to Extend the
Pre-Market Hours of the Exchange to
4:00 a.m. EST
March 15, 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 (‘‘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
NASDAQ proposes to extend the premarket hours of the Exchange to 4:00
a.m. EST, from the current opening time
of 7:00 a.m. EST.
22 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
21 15
U.S.C. 78s(b)(2)(B).
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Background. NASDAQ’s equities
trading day is divided into three
sessions: (1) The pre-market session
which runs from 7:00 a.m. to 9:29:59
a.m.; (2) the regular session which runs
from 9:30 a.m. to 4:00 p.m.; and (3) the
post-market session which runs from
4:00:00:01 p.m. to 8:00 p.m. The vast
majority of trading occurs during the
regular session; over 91 percent of
average daily trading volume in
NASDAQ-listed equities is executed
during the regular session. Nonetheless,
the pre-market and post-market sessions
provide critical price formation and
trading opportunities for a small group
of equities market participants. For
those equities and market participants,
the presence of a transparent, liquid,
and efficient market during the premarket or post-market session is vital to
public investors, and to the firms
themselves.
The NYSE Arca Exchange is currently
the only U.S. equities exchange that
operates a pre-market trading session for
equities beginning at 4:00 a.m.
Increasingly, the trading period between
4:00 a.m. and 7:00 a.m. provides a
significant opportunity for certain
investors and traders. A meaningful
percentage of total daily trading volume
in NASDAQ-listed securities is reported
as executed before 7:00 a.m., especially
for individual stocks that experience
material news or other trading events
overnight. Additionally, NASDAQ
understands from its members that an
increasing number of limit orders are
entered into the NYSE Arca system
before 7:00 a.m. and execute after 7:00
a.m. While it is difficult to quantify the
total number of orders and shares in this
category based on available trade
reporting limitations, NASDAQ believes
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Agencies
[Federal Register Volume 78, Number 55 (Thursday, March 21, 2013)]
[Notices]
[Pages 17462-17464]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-06481]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69148; File No. SR-ISE-2013-20]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change Related to Limit Up/Limit Down
March 15, 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 4, 2013, the International Securities Exchange, LLC (``ISE''
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.
---------------------------------------------------------------------------
\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 amend its rules proposing changes to its
rules in light of the implementation of limit-up/limit-down procedures
for securities that underlie options traded on the ISE. The text of the
proposed rule change is available on the Exchange's Web site
www.ise.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 self-regulatory organization 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
On May 31, 2012, the Commission approved the Plan to Address
Extraordinary Market Volatility (the ``Plan''),\3\ which establishes
procedures to address extraordinary volatility in NMS Stocks. The
procedures provide for market-wide limit up-limit down requirements
that prevent trades in individual NMS Stocks from occurring outside of
specified Price Bands. These limit up-limit down requirements are
coupled with Trading Pauses to accommodate more fundamental price
moves. The Plan procedures are designed, among other things, to protect
investors and promote fair and orderly markets.\4\
---------------------------------------------------------------------------
\3\ Securities Exchange Act Release No. 67091 (May 31, 2012), 77
FR 33498 (June 6, 2012) (File No. 4-631) (``Plan Approval Order'').
\4\ Id. at 33511 (Preamble to the Plan).
---------------------------------------------------------------------------
ISE is not a participant in the Plan because it does not trade NMS
Stocks. However, the ISE trades options contracts overlying NMS Stocks.
Because options pricing models are highly dependent on the price of the
underlying security and the ability of options traders to effect
hedging transactions in the underlying security, the implementation of
the Plan will impact the trading of options classes traded on the
Exchange. Specifically, under the Plan, upper and lower price bands
will be calculated based on a reference price for each NMS Stock.\5\
[[Page 17463]]
When one side of the market for an individual security is outside the
applicable price band, the national best bid or national best offer
will be disseminated with a flag identifying it as non-executable
(i.e., a ``Straddle State''). When the other side of the market reaches
the applicable price band, such national best bid or offer will be
disseminated with a flag identifying it as a Limit State Quotation.\6\
If trading for a security does not exit a Limit State within 15
seconds, a Trading Pause will be declared by the Primary Listing
Exchange.\7\ The Trading Pause will last at least five minutes \8\ and
will end when the Primary Listing Exchange disseminates a Reopening
Price.\9\
---------------------------------------------------------------------------
\5\ The reference price equals the arithmetic mean price of
eligible reported transactions for the NMS Stock over the
immediately preceding five-minute period. See Section I(T) of the
Plan.
\6\ See Section I(D) of the Plan. The Limit State will end when
the entire size of all Limit State Quotations are executed or
cancelled.
\7\ See Section VII(A) of the Plan. The Primary Listing Exchange
is the market on which an NMS Stock is listed. If an NMS Stock is
listed on more than one market, the Primary Listing Exchange is the
market on which the security has been listed the longest. See
Section I(O) of the Plan. A trading pause may also be declared when
the national best bid (offer) is below (above) the lower (upper)
price band and the security is not in a Limit State, and trading in
that security deviates from normal trading characteristics. See
Section VII(A)(2) of the Plan.
\8\ A Trading Pause may last longer than 5 minutes if, for
example, the Primary Market declares a Regulatory Halt, or if there
is a significant order imbalance. See Section VII(B) of the Plan. If
the Primary Listing Exchange does not report a Reopening Price
within ten minutes after the declaration of a trading Pause and has
not declared a Regulatory Halt, all trading centers may begin
trading the security. Id.
\9\ The Reopening Price is the price of a transaction that
reopens trading on the Primary Listing Exchange following a Trading
Pause or a Regulatory Halt, or, if the Primary Listing Exchange
reopens with quotations, the midpoint of those quotations. The
Exchange notes that under ISE Rule 702(c), trading on the Exchange
is halted whenever trading in the underlying security has been
paused by the primary listing market. Accordingly, the Exchange need
not adopt any rule changes to address this aspect of the Plan.
---------------------------------------------------------------------------
When the national best bid (offer) for a security underlying an
options class is non-executable, the ability for options market
participants purchase (sell) shares of the underlying security and the
price at which they may be able to purchase (sell) shares will become
uncertain, as there will be a lack of transparency regarding the
availability of liquidity for the security.\10\ This uncertainty will
be factored into the options pricing models of market professionals,
such as options market makers, which will likely result in wider
spreads and less liquidity at the best bid and offer for the options
class. In light of these unusual market conditions, when the national
best bid or offer for a security underlying an options class traded on
the Exchange is non-executable or when the underlying security is in a
Limit State, the Exchange proposes to reject incoming and pending
orders that do not have a limit price. This proposed change is
consistent with the views of the Securities Industry and Financial
Markets Association's (``SIFMA'') Listed Options Trading Committee.\11\
The Exchange believes that all of the options exchanges are considering
similar rule changes so that there will be a uniform approach across
the exchanges.\12\
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\10\ See Letter to Boris Ilyevsky, Managing Director, ISE, from
Thomas Price, Managing Director, Securities Industry and Financial
Markets Association, dated October 4, 2012 (``SIFMA Letter''). A
copy of the letter is provided in Exhibit 2 to this filing.
\11\ Id.
\12\ Id. (recommending that the options exchanges and the
Commission work together to assemble a uniform set of rules).
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Specifically, the Exchange proposes to automatically reject all
incoming orders that do not contain a limit price to protect them from
being executed at prices that may be vastly inferior to the prices
available immediately prior to or following a Limit State or Straddle
State. Such un-priced orders include market orders and stop orders,
which become market orders when the stop price is elected.\13\ The
Exchange will also cancel any unexecuted market orders and unexecuted
stop orders.\14\
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\13\ ISE Rule 715(e).
\14\ Cancelling such orders is consistent with the views
expressed by SIFMA. SIFMA Letter, supra note 10. Market orders may
be unexecuted at the time that a Limit State or Straddle State is
initiated for a number of reasons, such as they are being handled by
the Primary Market Maker (see ISE Rule 803(c)), they are being
exposed (see ISE Rule 716(c), ISE Rule 722(iii); and ISE Rule 803,
Supplementary Material .02)), or they have been directed to a market
maker (see ISE Rule 811). The Exchange will not reject pending
transactions in the Exchange's Facilitation, Solicited Order,
Crossing Order or Price Improvement Mechanisms, as all such
transactions are initiated with a limit price. ISE Rule 716(d)
(Facilitation Mechanism); ISE Rule 716(e) (Solicited Order
Mechanism); Rule 721 (Crossing Orders); and Rule 723 (Price
Improvement Mechanism). Allowing such transactions during a Limit
State or Straddle State is consistent with the views expressed by
SIFMA. SIFMA Letter, supra note 10.
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \15\ in general, and furthers the objectives of Section
6(b)(5) of the Act \16\ in particular, in that it is designed to
promote just and equitable principles of trade, to remove impediments
to and perfect the mechanism for a free and open market and a national
market system, and, in general, to protect investors and the public
interest.
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\15\ 15 U.S.C. 78f(b).
\16\ 15 U.S.C. 78f(b)(5).
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As discussed above, when an underlying security enters a Limit
State or Straddle State, the best bid and offer in the options class is
likely to widen considerably, and the liquidity available at those
prices may be greatly reduced. In such circumstances, orders entered
without a price could receive executions at prices that are vastly
inferior to the market price just prior to the initiation of the Limit
State or Straddle State and vastly inferior to the market price
following the conclusion of the Limit State or Straddle State. Given
that these states may be resolved very quickly, the Exchange believes
that rejecting un-price orders will protect investors from receiving
poor executions and provide a more fair and orderly market.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposal will have any
impact on competition, and that it is likely that all of the other
options exchanges will adopt similar order protection rules.\17\
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\17\ SIFMA Letter, supra note 10.
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any written comments from members or other interested parties on this
proposed rule change, however, the Exchange received a written request
to adopt the rule changes contained in the proposal.\18\
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\18\ Id.
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III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \19\ and Rule 19b-4(f)(6) thereunder.\20\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
[[Page 17464]]
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.
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\19\ 15 U.S.C. 78s(b)(3)(A)(iii).
\20\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires the Exchange to give the Commission written notice of the
Exchange's intent to file the proposed rule change, along with a
brief description and 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 satisfied this requirement.
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) of the Act \21\ to determine whether the proposed
rule change should be approved or disapproved.
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\21\ 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 No. SR-ISE-2013-20 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-ISE-2013-20. 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-ISE-2013-20 and should be
submitted on or before April 11, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
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\22\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-06481 Filed 3-20-13; 8:45 am]
BILLING CODE 8011-01-P