Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Order Approving, on an Accelerated Basis, Proposed Rule Change To Adopt Chapter V, Section 3(d)(iii) Regarding Quoting Obligations, 21675-21677 [2013-08477]
Download as PDF
Federal Register / Vol. 78, No. 70 / Thursday, April 11, 2013 / Notices
Further, data products are valuable to
certain end users only insofar as they
provide information that end users
expect will assist them or their
customers. The Exchange believes the
proposed non-display fees will benefit
customers by providing them with a
clearer way to determine their fee
liability for non-display devices, and
with respect to internal use, to obviate
the need to count such devices. The
Exchange further believes that only
vendors that expect to derive a
reasonable benefit from redistributing
the market data products described
herein will choose to become
Redistributors and pay the attendant
monthly fees.
In establishing the proposed fees, the
Exchange considered the
competitiveness of the market for
proprietary data and all of the
implications of that competition. The
Exchange believes that it has considered
all relevant factors and has not
considered irrelevant factors in order to
establish fair, reasonable, and not
unreasonably discriminatory fees and an
equitable allocation of fees among all
users. The existence of numerous
alternatives to the Exchange’s products,
including proprietary data from other
sources, ensures that the Exchange
cannot set unreasonable fees, or fees
that are unreasonably discriminatory,
when vendors and subscribers can elect
these alternatives or choose not to
purchase a specific proprietary data
product if its cost to purchase is not
justified by the returns any particular
vendor or subscriber would achieve
through the purchase.
TKELLEY on DSK3SPTVN1PROD with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 38 of the Act and
subparagraph (f)(2) of Rule 19b–4 39
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
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
38 15
39 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
VerDate Mar<15>2010
17:37 Apr 10, 2013
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) 40 of the Act 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:
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–NYSEArca–2013–37 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– NYSEArca–2013–37. 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 on official business
days between the hours of 10:00 a.m.
and 3:00 p.m. Copies of such filing also
will be available for inspection and
copying at the principal offices of
NYSE. All comments received will be
posted without change; the Commission
does not edit personal identifying
information from submissions. You
40 15
Jkt 229001
PO 00000
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEARCA–2013–37, and
should be submitted on or before May
2, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.41
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–08464 Filed 4–10–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69333; File No. SR–
NASDAQ–2013–043]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Order
Approving, on an Accelerated Basis,
Proposed Rule Change To Adopt
Chapter V, Section 3(d)(iii) Regarding
Quoting Obligations
April 5, 2013.
I. Introduction
On March 5, 2013, The NASDAQ
Stock Market LLC (‘‘NASDAQ’’ or
‘‘Exchange’’) 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
adopt Chapter V, Section 3(d)(iii)
regarding quoting obligations. The
proposed rule change was published for
comment in the Federal Register on
March 13, 2013.4 The Commission
received no comment letters on the
proposal. This order approves the
proposed rule change on an accelerated
basis.
II. Background
On May 6, 2010, the U.S. equity
markets experienced a severe disruption
that, among other things, resulted in the
prices of a large number of individual
securities suddenly declining by
significant amounts in a very short time
period before suddenly reversing to
prices consistent with their pre-decline
levels.5 This severe price volatility led
41 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
4 See Securities Exchange Act Release No. 69069
(March 7, 2013), 78 FR 15995.
5 The events of May 6 are described more fully
in a joint report by the staffs of the Commodity
Futures Trading Commission (‘‘CFTC’’) and the
Commission. See Report of the Staffs of the CFTC
1 15
U.S.C. 78s(b)(2)(B).
Frm 00086
Fmt 4703
21675
Continued
Sfmt 4703
E:\FR\FM\11APN1.SGM
11APN1
21676
Federal Register / Vol. 78, No. 70 / Thursday, April 11, 2013 / Notices
TKELLEY on DSK3SPTVN1PROD with NOTICES
to a large number of trades being
executed at temporarily depressed
prices, including many that were more
than 60% away from pre-decline prices.
One response to the events of May 6,
2010, was the development of the
single-stock circuit breaker pilot
program, which was implemented
through a series of rule filings by the
equity exchanges and by FINRA.6 The
single-stock circuit breaker was
designed to reduce extraordinary market
volatility in NMS stocks by imposing a
five-minute trading pause when a trade
was executed at a price outside of a
specified percentage threshold.7
To replace the single-stock circuit
breaker pilot program, the equity
exchanges filed a National Market
System Plan 8 pursuant to Section 11A
of the Act,9 and Rule 608 thereunder,10
which featured a ‘‘limit up-limit down’’
mechanism (as amended, the ‘‘Limit UpLimit Down Plan’’ or ‘‘Plan’’).
The Plan sets forth requirements that
are designed to prevent trades in
individual NMS stocks from occurring
outside of the specified price bands. The
price bands consist of a lower price
band and an upper price band for each
NMS stock. When one side of the
market for an individual security is
outside the applicable price band, i.e.,
the National Best Bid is below the
and SEC to the Joint Advisory Committee on
Emerging Regulatory Issues, ‘‘Findings Regarding
the Market Events of May 6, 2010,’’ dated
September 30, 2010, available at https://
www.sec.gov/news/studies/2010/marketeventsreport.pdf.
6 For further discussion on the development of
the single-stock circuit breaker pilot program, see
Securities Exchange Act Release No. 67091 (May
31, 2012), 77 FR 33498 (June 6, 2012) (‘‘Limit UpLimit Down Plan’’ or ‘‘Plan’’).
7 See Securities Exchange Act Release Nos. 62884
(September 10, 2010), 75 FR 56618 (September 16,
2010) and Securities Exchange Act Release No.
62883 (September 10, 2010), 75 FR 56608
(September 16, 2010) (SR–FINRA–2010–033)
(describing the ‘‘second stage’’ of the single-stock
circuit breaker pilot) and Securities Exchange Act
Release No. 64735 (June 23, 2011), 76 FR 38243
(June 29, 2011) (describing the ‘‘third stage’’ of the
single-stock circuit breaker pilot).
8 NYSE Euronext filed on behalf of New York
Stock Exchange LLC (‘‘NYSE’’), NYSE Amex LLC
(‘‘NYSE Amex’’), and NYSE Arca, Inc. (‘‘NYSE
Arca’’), and the parties to the proposed National
Market System Plan, BATS Exchange, Inc., BATS YExchange, Inc., Chicago Board Options Exchange,
Incorporated (‘‘CBOE’’), Chicago Stock Exchange,
Inc., EDGA Exchange, Inc., EDGX Exchange, Inc.,
Financial Industry Regulatory Authority, Inc.,
NASDAQ OMX BX, Inc., NASDAQ OMX PHLX
LLC, the Nasdaq Stock Market LLC, and National
Stock Exchange, Inc. (collectively with NYSE,
NYSE MKT, and NYSE Arca, the ‘‘Participants’’).
On May 14, 2012, NYSE Amex filed a proposed rule
change on an immediately effective basis to change
its name to NYSE MKT LLC (‘‘NYSE MKT’’). See
Securities Exchange Act Release No. 67037 (May
21, 2012) (SR–NYSEAmex–2012–32).
9 15 U.S.C. 78k–1.
10 17 CFR 242.608.
VerDate Mar<15>2010
17:37 Apr 10, 2013
Jkt 229001
Lower Price Band, or the National Best
Offer is above the Upper Price band, the
Processors 11 are required to disseminate
such National Best Bid or National Best
Offer 12 with a flag identifying that quote
as non-executable. When the other side
of the market reaches the applicable
price band, i.e., the National Best Offer
reaches the lower price band, or the
National Best Bid reaches the upper
price band, the market for an individual
security enters a 15-second Limit State,
and the Processors are required
disseminate such National Best Offer or
National Best Bid with an appropriate
flag identifying it as a Limit State
Quotation. Trading in that stock would
exit the 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 will declare a five-minute
trading pause, which is applicable to all
markets trading the security.
The Primary Listing Exchange may
also declare a trading pause when the
stock is in a Straddle State, i.e., the
National Best Bid (Offer) is below
(above) the Lower (Upper) Price Band
and the NMS Stock is not in a Limit
State. In order to declare a trading pause
in this scenario, the Primary Listing
Exchange must determine that trading
in that stock deviates from normal
trading characteristics such that
declaring a trading pause would support
the Plan’s goal to address extraordinary
market volatility.13
On May 31, 2012, the Commission
approved the Plan as a one-year pilot,
which shall be implemented in two
phases.14 The first phase of the Plan
11 As used in the Plan, the Processor refers to the
single plan processor responsible for the
consolidation of information for an NMS Stock
pursuant to Rule 603(b) of Regulation NMS under
the Exchange Act. See id.
12 ‘‘National Best Bid’’ and ‘‘National Best Offer’’
has the meaning provided in Rule 600(b)(42) of
Regulation NMS under the Exchange Act. See id.
13 As set forth in more detail in the Plan, all
trading centers would be required to establish,
maintain, and enforce written policies and
procedures reasonably designed to prevent the
display of offers below the Lower Price Band and
bids above the Upper Price Band for an NMS Stock.
The Processors would be able to disseminate an
offer below the Lower Price Band or bid above the
Upper Price Band that nevertheless may be
inadvertently submitted despite such reasonable
policies and procedures, but with an appropriate
flag identifying it as non-executable; such bid or
offer would not be included in National Best Bid
or National Best Offer calculations. In addition, all
trading centers would be required to develop,
maintain, and enforce policies and procedures
reasonably designed to prevent trades at prices
outside the price bands, with the exception of
single-priced opening, reopening, and closing
transactions on the Primary Listing Exchange.
14 See ‘‘Limit Up-Limit Down Plan,’’ supra note
6. See also Securities Exchange Act Release No.
PO 00000
Frm 00087
Fmt 4703
Sfmt 4703
shall be implemented beginning April 8,
2013.15
III. Description of the Proposal
In light of and in connection with the
Limit Up-Limit Down Plan, the
Exchange is adopting 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, under Chapter VII, Sections
5 and 6, NASDAQ requires Market
Makers, on a daily basis, to make
markets consistent with the applicable
quoting requirements specified in
Sections 5 and 6, on a continuous basis
in at least 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’s
proposal would suspend a Market
Maker’s continuous quoting obligation
for the duration that an underlying NMS
stock is in a Limit State or a Straddle
State. As a result, when calculating the
duration necessary for a Market Maker
to meet its obligations that it post valid
quotes at least 90% of the time the
classes are open for trading, that time
will not include the duration that the
underlying is in a Limit State or
Straddle State.
IV. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and rules and regulations
thereunder applicable to a national
securities exchange.16 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,17 which, among other
things, requires a national securities
68953 (February 20, 2013), 78 FR 13113 (February
26, 2013) (Second Amendment to Limit Up-Limit
Down Plan by BATS Exchange, Inc., BATS YExchange, Inc., Chicago Board Options Exchange,
Inc., et al.) and Securities Exchange Act Release No.
69062 (March 7, 2013), 78 FR 15757 (March 12,
2013) (Third Amendment to Limit Up-Limit Down
Plan by BATS Exchange, Inc., BATS Y-Exchange,
Inc., Chicago Board Options Exchange, Inc., et al.)
15 See ‘‘Second Amendment to Limit Up-Limit
Down Plan,’’ supra note 14.
16 In approving the proposed rule changes, the
Commission has considered their impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
17 15 U.S.C. 78f(b).
E:\FR\FM\11APN1.SGM
11APN1
TKELLEY on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 78, No. 70 / Thursday, April 11, 2013 / Notices
exchange to be so organized and have
the capacity to be able to carry out the
purposes of the Act and to enforce
compliance by its members and persons
associated with its members with the
provisions of the Act, the rules and
regulations thereunder, and the rules of
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
18 15
U.S.C. 78s(b)(2)
VerDate Mar<15>2010
17:37 Apr 10, 2013
Jkt 229001
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–NASDAQ–
2013–043) 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. 2013–08477 Filed 4–10–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69323; File No. SR–MIAX–
2013–14]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Establish Fees for the MIAX
Top of Market (ToM) Data Product
April 5, 2013.
Pursuant to the provisions of 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 25, 2013, Miami International
Securities Exchange LLC (‘‘MIAX’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) a proposed rule change
as described in Items I, II, and III 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 is filing a proposal to
amend the MIAX Options Fee Schedule
(the ‘‘Fee Schedule’’) to establish fees
applicable to Distributors (described
19 See
supra note 15.
U.S.C. 78f(b)(2).
21 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
21677
below) of the Top of MIAX (‘‘ToM’’)
market data product, a direct data feed
that features the Exchange’s best bid and
offer, with aggregate size and last sale
information on the MIAX system. While
changes to the Fee Schedule pursuant to
this proposal are effective upon filing,
the Exchange has designated these
changes to be operative on April 1,
2013.
The text of the proposed rule change
is provided in Exhibit 5. The text of the
proposed rule change is also available
on the Exchange’s Web site at https://
www.miaxoptions.com/filter/wotitle/
rule_filing, at MIAX’s principal office,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant 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 purpose of the proposed rule
change is to establish fees for
Distributors of ToM. ToM provides
Distributors with a direct data feed that
includes the Exchange’s best bid and
offer, with aggregate size, and last sale
information, based on displayable order
and quoting interest on the Exchange.
The ToM data feed includes data that is
identical to the data sent to the
processor for the Options Price
Regulatory Authority (‘‘OPRA’’). The
ToM and OPRA data leave the MIAX
system at the same time, as required
under Section 5.2(c)(iii)(B) of the
Limited Liability Company Agreement
of the Options Price Reporting
Authority LLC (the ‘‘OPRA Plan’’),
which prohibits the dissemination of
proprietary information on any more
timely basis than the same information
is furnished to the OPRA System for
inclusion in OPRA’s consolidated
dissemination of options information.3
20 15
PO 00000
Frm 00088
Fmt 4703
Sfmt 4703
3 The Exchange previously filed to adopt the ToM
market data product, including a detailed
Continued
E:\FR\FM\11APN1.SGM
11APN1
Agencies
[Federal Register Volume 78, Number 70 (Thursday, April 11, 2013)]
[Notices]
[Pages 21675-21677]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-08477]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69333; File No. SR-NASDAQ-2013-043]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Order
Approving, on an Accelerated Basis, Proposed Rule Change To Adopt
Chapter V, Section 3(d)(iii) Regarding Quoting Obligations
April 5, 2013.
I. Introduction
On March 5, 2013, The NASDAQ Stock Market LLC (``NASDAQ'' or
``Exchange'') 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 adopt Chapter V, Section 3(d)(iii) regarding
quoting obligations. The proposed rule change was published for comment
in the Federal Register on March 13, 2013.\4\ The Commission received
no comment letters on the proposal. This order approves the proposed
rule change on an accelerated basis.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
\4\ See Securities Exchange Act Release No. 69069 (March 7,
2013), 78 FR 15995.
---------------------------------------------------------------------------
II. Background
On May 6, 2010, the U.S. equity markets experienced a severe
disruption that, among other things, resulted in the prices of a large
number of individual securities suddenly declining by significant
amounts in a very short time period before suddenly reversing to prices
consistent with their pre-decline levels.\5\ This severe price
volatility led
[[Page 21676]]
to a large number of trades being executed at temporarily depressed
prices, including many that were more than 60% away from pre-decline
prices. One response to the events of May 6, 2010, was the development
of the single-stock circuit breaker pilot program, which was
implemented through a series of rule filings by the equity exchanges
and by FINRA.\6\ The single-stock circuit breaker was designed to
reduce extraordinary market volatility in NMS stocks by imposing a
five-minute trading pause when a trade was executed at a price outside
of a specified percentage threshold.\7\
---------------------------------------------------------------------------
\5\ The events of May 6 are described more fully in a joint
report by the staffs of the Commodity Futures Trading Commission
(``CFTC'') and the Commission. See Report of the Staffs of the CFTC
and SEC to the Joint Advisory Committee on Emerging Regulatory
Issues, ``Findings Regarding the Market Events of May 6, 2010,''
dated September 30, 2010, available at https://www.sec.gov/news/studies/2010/marketevents-report.pdf.
\6\ For further discussion on the development of the single-
stock circuit breaker pilot program, see Securities Exchange Act
Release No. 67091 (May 31, 2012), 77 FR 33498 (June 6, 2012)
(``Limit Up-Limit Down Plan'' or ``Plan'').
\7\ See Securities Exchange Act Release Nos. 62884 (September
10, 2010), 75 FR 56618 (September 16, 2010) and Securities Exchange
Act Release No. 62883 (September 10, 2010), 75 FR 56608 (September
16, 2010) (SR-FINRA-2010-033) (describing the ``second stage'' of
the single-stock circuit breaker pilot) and Securities Exchange Act
Release No. 64735 (June 23, 2011), 76 FR 38243 (June 29, 2011)
(describing the ``third stage'' of the single-stock circuit breaker
pilot).
---------------------------------------------------------------------------
To replace the single-stock circuit breaker pilot program, the
equity exchanges filed a National Market System Plan \8\ pursuant to
Section 11A of the Act,\9\ and Rule 608 thereunder,\10\ which featured
a ``limit up-limit down'' mechanism (as amended, the ``Limit Up-Limit
Down Plan'' or ``Plan'').
---------------------------------------------------------------------------
\8\ NYSE Euronext filed on behalf of New York Stock Exchange LLC
(``NYSE''), NYSE Amex LLC (``NYSE Amex''), and NYSE Arca, Inc.
(``NYSE Arca''), and the parties to the proposed National Market
System Plan, BATS Exchange, Inc., BATS Y-Exchange, Inc., Chicago
Board Options Exchange, Incorporated (``CBOE''), Chicago Stock
Exchange, Inc., EDGA Exchange, Inc., EDGX Exchange, Inc., Financial
Industry Regulatory Authority, Inc., NASDAQ OMX BX, Inc., NASDAQ OMX
PHLX LLC, the Nasdaq Stock Market LLC, and National Stock Exchange,
Inc. (collectively with NYSE, NYSE MKT, and NYSE Arca, the
``Participants''). On May 14, 2012, NYSE Amex filed a proposed rule
change on an immediately effective basis to change its name to NYSE
MKT LLC (``NYSE MKT''). See Securities Exchange Act Release No.
67037 (May 21, 2012) (SR-NYSEAmex-2012-32).
\9\ 15 U.S.C. 78k-1.
\10\ 17 CFR 242.608.
---------------------------------------------------------------------------
The Plan sets forth requirements that are designed to prevent
trades in individual NMS stocks from occurring outside of the specified
price bands. The price bands consist of a lower price band and an upper
price band for each NMS stock. When one side of the market for an
individual security is outside the applicable price band, i.e., the
National Best Bid is below the Lower Price Band, or the National Best
Offer is above the Upper Price band, the Processors \11\ are required
to disseminate such National Best Bid or National Best Offer \12\ with
a flag identifying that quote as non-executable. When the other side of
the market reaches the applicable price band, i.e., the National Best
Offer reaches the lower price band, or the National Best Bid reaches
the upper price band, the market for an individual security enters a
15-second Limit State, and the Processors are required disseminate such
National Best Offer or National Best Bid with an appropriate flag
identifying it as a Limit State Quotation. Trading in that stock would
exit the 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 will declare a five-minute trading pause,
which is applicable to all markets trading the security.
---------------------------------------------------------------------------
\11\ As used in the Plan, the Processor refers to the single
plan processor responsible for the consolidation of information for
an NMS Stock pursuant to Rule 603(b) of Regulation NMS under the
Exchange Act. See id.
\12\ ``National Best Bid'' and ``National Best Offer'' has the
meaning provided in Rule 600(b)(42) of Regulation NMS under the
Exchange Act. See id.
---------------------------------------------------------------------------
The Primary Listing Exchange may also declare a trading pause when
the stock is in a Straddle State, i.e., the National Best Bid (Offer)
is below (above) the Lower (Upper) Price Band and the NMS Stock is not
in a Limit State. In order to declare a trading pause in this scenario,
the Primary Listing Exchange must determine that trading in that stock
deviates from normal trading characteristics such that declaring a
trading pause would support the Plan's goal to address extraordinary
market volatility.\13\
---------------------------------------------------------------------------
\13\ As set forth in more detail in the Plan, all trading
centers would be required to establish, maintain, and enforce
written policies and procedures reasonably designed to prevent the
display of offers below the Lower Price Band and bids above the
Upper Price Band for an NMS Stock. The Processors would be able to
disseminate an offer below the Lower Price Band or bid above the
Upper Price Band that nevertheless may be inadvertently submitted
despite such reasonable policies and procedures, but with an
appropriate flag identifying it as non-executable; such bid or offer
would not be included in National Best Bid or National Best Offer
calculations. In addition, all trading centers would be required to
develop, maintain, and enforce policies and procedures reasonably
designed to prevent trades at prices outside the price bands, with
the exception of single-priced opening, reopening, and closing
transactions on the Primary Listing Exchange.
---------------------------------------------------------------------------
On May 31, 2012, the Commission approved the Plan as a one-year
pilot, which shall be implemented in two phases.\14\ The first phase of
the Plan shall be implemented beginning April 8, 2013.\15\
---------------------------------------------------------------------------
\14\ See ``Limit Up-Limit Down Plan,'' supra note 6. See also
Securities Exchange Act Release No. 68953 (February 20, 2013), 78 FR
13113 (February 26, 2013) (Second Amendment to Limit Up-Limit Down
Plan by BATS Exchange, Inc., BATS Y-Exchange, Inc., Chicago Board
Options Exchange, Inc., et al.) and Securities Exchange Act Release
No. 69062 (March 7, 2013), 78 FR 15757 (March 12, 2013) (Third
Amendment to Limit Up-Limit Down Plan by BATS Exchange, Inc., BATS
Y-Exchange, Inc., Chicago Board Options Exchange, Inc., et al.)
\15\ See ``Second Amendment to Limit Up-Limit Down Plan,'' supra
note 14.
---------------------------------------------------------------------------
III. Description of the Proposal
In light of and in connection with the Limit Up-Limit Down Plan,
the Exchange is adopting 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, under Chapter VII, Sections 5 and 6, NASDAQ requires
Market Makers, on a daily basis, to make markets consistent with the
applicable quoting requirements specified in Sections 5 and 6, on a
continuous basis in at least 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's proposal would suspend a Market Maker's
continuous quoting obligation for the duration that an underlying NMS
stock is in a Limit State or a Straddle State. As a result, when
calculating the duration necessary for a Market Maker to meet its
obligations that it post valid quotes at least 90% of the time the
classes are open for trading, that time will not include the duration
that the underlying is in a Limit State or Straddle State.
IV. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and rules and
regulations thereunder applicable to a national securities
exchange.\16\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\17\ which,
among other things, requires a national securities
[[Page 21677]]
exchange to be so organized and have the capacity to be able to carry
out the purposes of the Act and to enforce compliance by its members
and persons associated with its members with the provisions of the Act,
the rules and regulations thereunder, and the rules of 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.
---------------------------------------------------------------------------
\16\ In approving the proposed rule changes, the Commission has
considered their impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
\17\ 15 U.S.C. 78f(b).
---------------------------------------------------------------------------
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.
---------------------------------------------------------------------------
\18\ 15 U.S.C. 78s(b)(2)
\19\ See supra note 15.
---------------------------------------------------------------------------
V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the Act
\20\ that the proposed rule change (SR-NASDAQ-2013-043) is approved on
an accelerated basis.
---------------------------------------------------------------------------
\20\ 15 U.S.C. 78f(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
---------------------------------------------------------------------------
\21\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-08477 Filed 4-10-13; 8:45 am]
BILLING CODE 8011-01-P