Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Rule 4120, 21655-21657 [2013-08469]
Download as PDF
TKELLEY on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 78, No. 70 / Thursday, April 11, 2013 / Notices
the exchange, and is designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulation, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
The Commission finds that the
proposal to suspend a Market Maker’s
obligations when the underlying
security is in a limit up-limit down state
is consistent with the Act. During a
limit up-limit down state, there may not
be a reliable price for the underlying
security to serve as a benchmark for
market makers to price options. In
addition, the absence of an executable
bid or offer for the underlying security
will make it more difficult for market
makers to hedge the purchase or sale of
an option. Given these significant
changes to the normal operating
conditions of market makers, the
Commission finds that the Exchange’s
decision to suspend a Market Maker’s
obligations in these limited
circumstances is consistent with the
Act.
The Commission notes, however, that
the Plan was approved on a pilot basis
and its Participants will monitor how it
is functioning in the equity markets
during the pilot period. To this end, the
Commission expects that, upon
implementation of the Plan, the
Exchange will continue monitoring the
quoting requirements that are being
amended in this proposed rule change
and determine if any necessary
adjustments are required to ensure that
they remain consistent with the Act.
The Commission also notes that the
Exchange did not propose to waive its
bid-ask spread requirements for Market
Makers when the underlying is in a
Limit or Straddle State. The
Commission believes that retaining this
requirement should help ensure the
quality of the quotes that are entered
and preserves one of the obligations of
being a Market Maker.
In addition, the Commission finds
good cause, pursuant to Section 19(b)(2)
of the Act 18 for approving the proposed
rule change on an accelerated basis. The
proposal is related to the Plan, which
will become operative on April 8,
2013.19 Without accelerated approval,
the proposed rule change, and any
attendant benefits, would take effect
after the Plan’s implementation date.
Accordingly, the Commission finds that
good cause exists for approving the
proposed rule change on an accelerated
basis.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act 20 that the
proposed rule change (SR–BX–2013–
022) is approved on an accelerated
basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–08478 Filed 4–10–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69322; File No. SR–
NASDAQ–2013–061]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
Rule 4120
April 5, 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 April 1,
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 adopt NASDAQ
Rule 4120(c)(7)(D) concerning the
extension of the Display Only Period
conducted prior to the IPO Halt Cross
under NASDAQ Rule 4753. The
Exchange has designated the proposed
changes herein as immediately effective.
The text of the proposed rule change
is below. Proposed new language is
underlined; proposed deletions are in
brackets.
20 15
U.S.C. 78f(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
21 17
18 15
U.S.C. 78s(b)(2)
supra note 15.
19 See
VerDate Mar<15>2010
17:37 Apr 10, 2013
Jkt 229001
PO 00000
Frm 00066
Fmt 4703
Sfmt 4703
21655
4120. Trading Halts
(a)–(b) No change.
(c) Procedure for Initiating a Trading
Halt
(1)–(6) No change.
(7)
(A) A trading halt or pause initiated
under Rule 4120(a)(1), (4), (5), (6), (9),
(10), (11) or Rule 4120(b) shall be
terminated when Nasdaq releases the
security for trading. Prior to terminating
the halt, there will be a 5-minute
Display Only Period during which
market participants may enter
quotations and orders in that security in
Nasdaq systems. At the conclusion of
the 5-minute Display Only Period, the
security shall be released for trading
unless Nasdaq extends the Display Only
Period for an additional 1-minute period
pursuant to subparagraph (C) below. At
the conclusion of the Display Only
Period, trading shall immediately
resume pursuant to Rule 4753.
(B) A trading halt initiated under Rule
4120(a)(7) shall be terminated when
Nasdaq releases the security for trading.
Prior to terminating the halt, there will
be a 15-minute Display Only Period
during which market participants may
enter quotes and orders in that security
in Nasdaq systems. In addition,
beginning at 7 a.m., market participants
may enter Market Hours Day Orders in
a security that is the subject of an Initial
Public Offering on Nasdaq and
designate such orders to be held until
the beginning of the Display Only
Period, at which time they will be
entered into the system. At the
conclusion of the 15-minute Display
Only Period, the security shall be
released for trading unless Nasdaq
extends the Display Only Period for up
to six additional 5-minute Display Only
Periods pursuant to subparagraph (C) or
(D) below. At the conclusion of the
Display Only Period(s), there shall be an
additional delay of between zero and 15
seconds (randomly selected) and then
trading shall resume pursuant to Rule
4753.
(C) If at the end of a Display Only
Period, Nasdaq detects an order
imbalance in the security, Nasdaq will
extend the Display Only Period as
permitted under subparagraphs (A) and
(B) above. Order imbalances shall be
established when (i) the Current
Reference Prices, as defined in Rule
4753(a)(2)(A), disseminated 15 seconds
and immediately prior to the end of the
Display Only Period differ by more than
the greater of 5 percent or 50 cents, or
(ii) all buy or sell market orders will not
be executed in the cross.
(D) At any time within the last five
minutes prior to the end of a Display
E:\FR\FM\11APN1.SGM
11APN1
21656
Federal Register / Vol. 78, No. 70 / Thursday, April 11, 2013 / Notices
Only Period, Nasdaq may extend the
Display Only Period as permitted under
subparagraph (B) above at the request of
an underwriter of an IPO.
*
*
*
*
*
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. 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.
TKELLEY on DSK3SPTVN1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to adopt Rule
4120(c)(7)(D) to describe an additional
basis for extending the Display Only
Period as permitted by Rule
4120(c)(7)(B), and is making a
conforming change to Rule
4120(c)(7)(B). Rule 4120(c)(7)(B) governs
the orderly launch of trading of a
company’s securities approved for
listing on NASDAQ in an initial public
offering (‘‘IPO’’). Rule 4120(c)(7)(B),
provides a fifteen-minute ‘‘Display Only
Period’’ prior to terminating the halt
imposed on an IPO security before it
opens for trading for the first time on
NASDAQ pursuant to the IPO Halt
Cross of Rule 4753. Under Rule
4120(c)(7)(B), at the conclusion of the
fifteen-minute Display Only Period
NASDAQ may extend the period for up
to six additional five-minute Display
Only Periods, pursuant to the basis
described under Rule 4120(c)(7)(C).
Rule 4120(c)(7)(C) allows an extension
when NASDAQ detects an order
imbalance in the security.
In May 2007, nearly a year after the
launch of the IPO Halt Cross, NASDAQ
determined to change its internal
procedures to consider requests by
underwriting firms involved in an IPO
to extend the Display Only Period by
five minutes, up to a maximum of six
five-minute extensions. NASDAQ made
the change based on its experience with
operating the IPO process and in an
effort to ensure the orderly operation of
the IPO process. NASDAQ found that
underwriters possess valuable
information about the pending IPO
given their unique position in the
market, including the state of IPO orders
VerDate Mar<15>2010
17:37 Apr 10, 2013
Jkt 229001
resting on the underwriter’s book, and
believed that it is in the best interest of
the markets to extend the 15-minute
Display Only Period upon the request of
a market maker. Accordingly, pursuant
NASDAQ’s internal procedures it relies
on the underwriter’s reasonable
judgment as to whether a five-minute
extension of the Display Only Period
will improve the price discovery
process of the IPO Halt Cross, and
thereby help to ensure a fair and orderly
launch of trading in the IPO security.
NASDAQ is amending its rules to
memorialize the underwriter-requested
extension process under Rule
4120(c)(7)(D). NASDAQ developed
criteria for determining whether to grant
an underwriter-requested extension of
the Display Only Period, and applies
such criteria consistently in every IPO
wherein an underwriter makes an
extension request. NASDAQ may
change such criteria from time to time
in the interest of improving the IPO
process for market participants.
NASDAQ notes that other markets
also recognize the importance of
allowing underwriters to extend the IPO
auctions of their markets. For example,
BATS Exchange, Inc. permits an
extension to its IPO Auction Quote-Only
period upon the request of an
underwriter, with no limit on the
number or length of extensions.
Affording underwriters the ability to
request an extension is consistent with
NASDAQ’s goal of promoting a fair and
orderly market and NASDAQ believes
that it is appropriate to include its longstanding procedure in its rules. Doing so
will provide market participants with a
better understanding the operation of
the Display Only Period of the IPO
process. Accordingly, NASDAQ is
proposing to adopt new Rule
4120(c)(7)(D) to reflect that it may
consider the request of an underwriter
of an IPO to extend the Display Only
Period by five minutes, up to a
maximum six five-minute extensions.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,3
in general, and with Section 6(b)(5) of
the Act,4 in particular, in that it is
designed to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transaction in securities,
to remove impediments to and perfect
the mechanism of a free and open
3 15
4 15
PO 00000
U.S.C. 78f.
U.S.C. 78f(b)(5).
Frm 00067
Fmt 4703
Sfmt 4703
market and a national market system
and, in general, to protect investors and
the public interest, and is not designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
The proposed rule change promotes this
goal by establishing in NASDAQ’s rules
an IPO process that protects investors
and the public interest by ensuring an
orderly opening of trading in IPOs on
NASDAQ. NASDAQ believes that
underwriters of IPOs have unique
insight into the investor interest in the
IPO, and therefore are uniquely
positioned to evaluate the book and
make extension decisions to ensure an
orderly IPO launch. NASDAQ notes that
the criteria it applies in considering an
underwriter-requested extension are
applied consistently to every IPO, and
therefore do not permit NASDAQ to
discriminate in any manner.
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.
The Exchange believes that the proposal
is irrelevant to competition because it is
not driven by, nor impactful to,
competition.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
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, it has
become effective pursuant to Section
19(b)(3)(A)(ii) of the Act 5 and Rule 19b–
4(f)(6) thereunder.6
A proposed rule change filed under
Rule 19b–4(f)(6) 7 normally does not
become operative for 30 days after the
date of filing. However, pursuant to
5 15
U.S.C. 78s(b)(3)(a)(ii).
CFR 240.19b–4(f)(6). 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.
7 17 CFR 240.19b–4(f)(6).
6 17
E:\FR\FM\11APN1.SGM
11APN1
Federal Register / Vol. 78, No. 70 / Thursday, April 11, 2013 / Notices
Rule 19b–4(f)(6)(iii) 8 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest. The
Exchange has asked the Commission to
waive the 30-day operative delay so that
the proposal may become operative
immediately upon filing. NASDAQ
believes that waiving the 30-day
operative delay is consistent with the
protection of investors and the public
interest because the proposed rule
change provides an additional means by
which NASDAQ may extend the
Display Only Period, which is in the
interest of providing a fair and orderly
launch of trading in an IPO security.
The Exchange also notes that other
markets allow underwriter-requested
extensions of their pre-IPO quote
periods. The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest, as it
may aid in the fair and orderly launch
of trading in an IPO security. For this
reason, the Commission designates the
proposed rule change to be operative
upon filing.9
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.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposal is
consistent with the Act. Comments may
be submitted by any of the following
methods:
TKELLEY on DSK3SPTVN1PROD 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–NASDAQ–2013–061 on the
subject line.
All submissions should refer to File
Number SR–NASDAQ–2013–061. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NASDAQ–2013–061 and should be
submitted on or before May 2, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–08469 Filed 4–10–13; 8:45 am]
BILLING CODE 8011–01–P
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
8 17
CFR 240.19b–4(f)(6)(iii).
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).
9 For
VerDate Mar<15>2010
17:37 Apr 10, 2013
Jkt 229001
10 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00068
Fmt 4703
Sfmt 4703
21657
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69329; File No. SR–ISE–
2013–22]
Self-Regulatory Organizations;
International Securities Exchange LLC;
Order Approving, on an Accelerated
Basis, Proposed Rule Change, as
Modified by Amendments No. 1 and
No. 2, To Suspend Certain Market
Maker Quotation Requirements and To
Suspend Rule 720 Regarding Obvious
Errors During Limit Up-Limit Down
States in Securities That Underlie
Options Traded on the ISE
April 5, 2013.
I. Introduction
On March 8, 2013 the International
Securities Exchange, LLC (the
‘‘Exchange’’ or ‘‘ISE’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) 1 of the Securities Exchange Act
of 1934 (‘‘Act’’),2 and Rule 19b–4
thereunder,3 a proposed rule change to
provide for how the Exchange proposes
to treat market-making quoting
obligations and trading errors in
response to the Regulation NMS Plan to
Address Extraordinary Market
Volatility. The proposed rule change
was published for comment in the
Federal Register on March 18, 2013.4
On March 12, 2013, the Exchange
submitted Amendment No. 1 to the
proposed rule change.5 The Exchange
then submitted Amendment No. 2 on
March 19, 2013.6 The Commission
received one comment letter on the
proposal.7 This order approves the
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
4 See Securities Exchange Act Release No. 69110
(March 11, 2013), 78 FR 16726 (‘‘Notice’’).
5 In Amendment No. 1, the Exchange submitted
Exhibit 2 to the filing, which the Exchange
inadvertently omitted when the filing was first
submitted. Because the changes made in
Amendment No. 1 do not materially alter the
substance of the proposed rule change or raise any
novel regulatory issues, Amendment No. 1 is not
subject to notice and comment.
6 In Amendment No. 2, the Exchange noted that
its Order Protection rule will continue to apply
during Limit and Straddle States and represented
that it would conduct its own analysis concerning
the elimination of obvious error rule during Limit
and Straddle States and agreed to provide the
Commission with relevant data to assess the impact
of the proposal. Because the changes made in
Amendment No. 2 do not materially alter the
substance of the proposed rule change or raise any
novel regulatory issues, Amendment No. 2 is not
subject to notice and comment.
7 See Letter to David Dimitrious, Senior Special
Counsel, Division of Trading and Markets,
Commission, from Michael Simon, General
Counsel, ISE, dated April 4, 2013 (‘‘ISE Letter’’).
2 15
E:\FR\FM\11APN1.SGM
11APN1
Agencies
[Federal Register Volume 78, Number 70 (Thursday, April 11, 2013)]
[Notices]
[Pages 21655-21657]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-08469]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69322; File No. SR-NASDAQ-2013-061]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Relating to Rule 4120
April 5, 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 April 1, 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.
---------------------------------------------------------------------------
\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
NASDAQ proposes to adopt NASDAQ Rule 4120(c)(7)(D) concerning the
extension of the Display Only Period conducted prior to the IPO Halt
Cross under NASDAQ Rule 4753. The Exchange has designated the proposed
changes herein as immediately effective.
The text of the proposed rule change is below. Proposed new
language is underlined; proposed deletions are in brackets.
4120. Trading Halts
(a)-(b) No change.
(c) Procedure for Initiating a Trading Halt
(1)-(6) No change.
(7)
(A) A trading halt or pause initiated under Rule 4120(a)(1), (4),
(5), (6), (9), (10), (11) or Rule 4120(b) shall be terminated when
Nasdaq releases the security for trading. Prior to terminating the
halt, there will be a 5-minute Display Only Period during which market
participants may enter quotations and orders in that security in Nasdaq
systems. At the conclusion of the 5-minute Display Only Period, the
security shall be released for trading unless Nasdaq extends the
Display Only Period for an additional 1-minute period pursuant to
subparagraph (C) below. At the conclusion of the Display Only Period,
trading shall immediately resume pursuant to Rule 4753.
(B) A trading halt initiated under Rule 4120(a)(7) shall be
terminated when Nasdaq releases the security for trading. Prior to
terminating the halt, there will be a 15-minute Display Only Period
during which market participants may enter quotes and orders in that
security in Nasdaq systems. In addition, beginning at 7 a.m., market
participants may enter Market Hours Day Orders in a security that is
the subject of an Initial Public Offering on Nasdaq and designate such
orders to be held until the beginning of the Display Only Period, at
which time they will be entered into the system. At the conclusion of
the 15-minute Display Only Period, the security shall be released for
trading unless Nasdaq extends the Display Only Period for up to six
additional 5-minute Display Only Periods pursuant to subparagraph (C)
or (D) below. At the conclusion of the Display Only Period(s), there
shall be an additional delay of between zero and 15 seconds (randomly
selected) and then trading shall resume pursuant to Rule 4753.
(C) If at the end of a Display Only Period, Nasdaq detects an order
imbalance in the security, Nasdaq will extend the Display Only Period
as permitted under subparagraphs (A) and (B) above. Order imbalances
shall be established when (i) the Current Reference Prices, as defined
in Rule 4753(a)(2)(A), disseminated 15 seconds and immediately prior to
the end of the Display Only Period differ by more than the greater of 5
percent or 50 cents, or (ii) all buy or sell market orders will not be
executed in the cross.
(D) At any time within the last five minutes prior to the end of a
Display
[[Page 21656]]
Only Period, Nasdaq may extend the Display Only Period as permitted
under subparagraph (B) above at the request of an underwriter of an
IPO.
* * * * *
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. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to adopt Rule 4120(c)(7)(D) to describe an
additional basis for extending the Display Only Period as permitted by
Rule 4120(c)(7)(B), and is making a conforming change to Rule
4120(c)(7)(B). Rule 4120(c)(7)(B) governs the orderly launch of trading
of a company's securities approved for listing on NASDAQ in an initial
public offering (``IPO''). Rule 4120(c)(7)(B), provides a fifteen-
minute ``Display Only Period'' prior to terminating the halt imposed on
an IPO security before it opens for trading for the first time on
NASDAQ pursuant to the IPO Halt Cross of Rule 4753. Under Rule
4120(c)(7)(B), at the conclusion of the fifteen-minute Display Only
Period NASDAQ may extend the period for up to six additional five-
minute Display Only Periods, pursuant to the basis described under Rule
4120(c)(7)(C). Rule 4120(c)(7)(C) allows an extension when NASDAQ
detects an order imbalance in the security.
In May 2007, nearly a year after the launch of the IPO Halt Cross,
NASDAQ determined to change its internal procedures to consider
requests by underwriting firms involved in an IPO to extend the Display
Only Period by five minutes, up to a maximum of six five-minute
extensions. NASDAQ made the change based on its experience with
operating the IPO process and in an effort to ensure the orderly
operation of the IPO process. NASDAQ found that underwriters possess
valuable information about the pending IPO given their unique position
in the market, including the state of IPO orders resting on the
underwriter's book, and believed that it is in the best interest of the
markets to extend the 15-minute Display Only Period upon the request of
a market maker. Accordingly, pursuant NASDAQ's internal procedures it
relies on the underwriter's reasonable judgment as to whether a five-
minute extension of the Display Only Period will improve the price
discovery process of the IPO Halt Cross, and thereby help to ensure a
fair and orderly launch of trading in the IPO security.
NASDAQ is amending its rules to memorialize the underwriter-
requested extension process under Rule 4120(c)(7)(D). NASDAQ developed
criteria for determining whether to grant an underwriter-requested
extension of the Display Only Period, and applies such criteria
consistently in every IPO wherein an underwriter makes an extension
request. NASDAQ may change such criteria from time to time in the
interest of improving the IPO process for market participants.
NASDAQ notes that other markets also recognize the importance of
allowing underwriters to extend the IPO auctions of their markets. For
example, BATS Exchange, Inc. permits an extension to its IPO Auction
Quote-Only period upon the request of an underwriter, with no limit on
the number or length of extensions. Affording underwriters the ability
to request an extension is consistent with NASDAQ's goal of promoting a
fair and orderly market and NASDAQ believes that it is appropriate to
include its long-standing procedure in its rules. Doing so will provide
market participants with a better understanding the operation of the
Display Only Period of the IPO process. Accordingly, NASDAQ is
proposing to adopt new Rule 4120(c)(7)(D) to reflect that it may
consider the request of an underwriter of an IPO to extend the Display
Only Period by five minutes, up to a maximum six five-minute
extensions.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Act,\3\ in general, and with
Section 6(b)(5) of the Act,\4\ in particular, in that it is designed to
promote just and equitable principles of trade, to foster cooperation
and coordination with persons engaged in regulating, clearing,
settling, processing information with respect to, and facilitating
transaction in securities, to remove impediments to and perfect the
mechanism of a free and open market and a national market system and,
in general, to protect investors and the public interest, and is not
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers. The proposed rule change promotes this goal by
establishing in NASDAQ's rules an IPO process that protects investors
and the public interest by ensuring an orderly opening of trading in
IPOs on NASDAQ. NASDAQ believes that underwriters of IPOs have unique
insight into the investor interest in the IPO, and therefore are
uniquely positioned to evaluate the book and make extension decisions
to ensure an orderly IPO launch. NASDAQ notes that the criteria it
applies in considering an underwriter-requested extension are applied
consistently to every IPO, and therefore do not permit NASDAQ to
discriminate in any manner.
---------------------------------------------------------------------------
\3\ 15 U.S.C. 78f.
\4\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
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. The
Exchange believes that the proposal is irrelevant to competition
because it is not driven by, nor impactful to, competition.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
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, it has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act \5\ and Rule 19b-4(f)(6) thereunder.\6\
---------------------------------------------------------------------------
\5\ 15 U.S.C. 78s(b)(3)(a)(ii).
\6\ 17 CFR 240.19b-4(f)(6). 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.
---------------------------------------------------------------------------
A proposed rule change filed under Rule 19b-4(f)(6) \7\ normally
does not become operative for 30 days after the date of filing.
However, pursuant to
[[Page 21657]]
Rule 19b-4(f)(6)(iii) \8\ the Commission may designate a shorter time
if such action is consistent with the protection of investors and the
public interest. The Exchange has asked the Commission to waive the 30-
day operative delay so that the proposal may become operative
immediately upon filing. NASDAQ believes that waiving the 30-day
operative delay is consistent with the protection of investors and the
public interest because the proposed rule change provides an additional
means by which NASDAQ may extend the Display Only Period, which is in
the interest of providing a fair and orderly launch of trading in an
IPO security. The Exchange also notes that other markets allow
underwriter-requested extensions of their pre-IPO quote periods. The
Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public interest, as
it may aid in the fair and orderly launch of trading in an IPO
security. For this reason, the Commission designates the proposed rule
change to be operative upon filing.\9\
---------------------------------------------------------------------------
\7\ 17 CFR 240.19b-4(f)(6).
\8\ 17 CFR 240.19b-4(f)(6)(iii).
\9\ 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.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposal 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-NASDAQ-2013-061 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-NASDAQ-2013-061. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NASDAQ-2013-061 and should
be submitted on or before May 2, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
---------------------------------------------------------------------------
\10\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-08469 Filed 4-10-13; 8:45 am]
BILLING CODE 8011-01-P