Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to Fees for the BBO Data Feed for CBOE Listed Options, 25334-25336 [2013-10077]
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25334
Federal Register / Vol. 78, No. 83 / Tuesday, April 30, 2013 / Notices
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 SRNYSEArca-2013-39 and should be
submitted on or before May 21, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–10167 Filed 4–29–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69438; File No. SR–CBOE–
2013–037]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Relating to Fees for the
BBO Data Feed for CBOE Listed
Options
April 23, 2013.
pmangrum on DSK3VPTVN1PROD with NOTICES
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 16,
2013, Chicago Board Options Exchange,
Incorporated (the ‘‘Exchange’’ or
‘‘CBOE’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) the 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
Chicago Board Options Exchange,
Incorporated (the ‘‘Exchange’’ or
‘‘CBOE’’) proposes to amend the fee
schedule of Market Data Express, LLC
(‘‘MDX’’), an affiliate of CBOE, for the
BBO Data Feed for CBOE listed options
(‘‘BBO Data Feed’’ or ‘‘Data’’). The text
of the proposed rule change is available
on the Exchange’s Web site (https://
8 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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13:22 Apr 29, 2013
Jkt 229001
www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
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 amend the fees charged by
MDX for the BBO Data Feed and to
make several clarifying changes to the
MDX fee schedule.3 The BBO Data Feed
is a real-time, low latency data feed that
includes CBOE ‘‘BBO data’’ and last sale
data.4 The BBO and last sale data
contained in the BBO Data Feed is
identical to the data that CBOE sends to
the Options Price Reporting Authority
(‘‘OPRA’’) for redistribution to the
public.5
The BBO Data Feed also includes
certain data that is not included in the
data sent to OPRA, namely, (i) totals of
customer versus non-customer contracts
at the BBO, (ii) All-or-None contingency
orders priced better than or equal to the
BBO, (iii) BBO data and last sale data for
complex strategies (e.g., spreads,
3 The BBO Data Feed and the fees charged by
MDX for the BBO Data Feed were established in
March 2011. See Securities Exchange Act Release
No. 63997 (March 1, 2011), 76 FR 12388 (March 7,
2011).
4 The BBO Data Feed includes the ‘‘best bid and
offer,’’ or ‘‘BBO’’, consisting of all outstanding
quotes and standing orders at the best available
price level on each side of the market, with
aggregate size (‘‘BBO data,’’ sometimes referred to
as ‘‘top-of-book data’’). Data with respect to
executed trades is referred to as ‘‘last sale’’ data.
5 The Exchange notes that MDX makes available
to Customers the BBO data and last sale data that
is included in the BBO Data Feed no earlier than
the time at which the Exchange sends that data to
OPRA. A ‘‘Customer’’ is any entity that receives the
BBO Data Feed directly from MDX’s system and
then distributes it either internally or externally to
Subscribers. A ‘‘Subscriber’’ is a person (other than
an employee of a Customer) that receives the BBO
Data Feed from a Customer for its own internal use.
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straddles, buy-writes, etc.) (‘‘Spread
Data’’), (iv) BBO data and last sale data
for Flexible Exchange (‘‘FLEX’’) options
traded on the CBOE FLEX Hybrid
Trading System, including BBO data
and last sale data for FLEX complex
strategies (collectively, ‘‘FLEX BBO
data’’), and (v) expected opening price
(‘‘EOP’’) and expected opening size
(‘‘EOS’’) information that is
disseminated prior to the opening of the
market and during trading rotations
(collectively, ‘‘EOP/EOS data’’).6
MDX currently charges Customers a
‘‘direct connect fee’’ of $3,500 per
connection per month and a ‘‘per user
fee’’ of $25 per month per ‘‘Authorized
User’’ or ‘‘Device’’ for receipt of the BBO
Data Feed by Subscribers.7 Either a
CBOE Trading Permit Holder or a nonCBOE Trading Permit Holder may be a
Customer. All Customers are assessed
the same fees.
The Exchange proposes to eliminate
both the direct connect fee and the per
user fee and replace them with a ‘‘data
fee’’, payable by a Customer, of $5,000
per month for internal use and external
redistribution of the BBO Data Feed. A
‘‘Customer’’ is any entity that receives
the BBO Data Feed directly from MDX’s
system or through a connection to MDX
provided by an approved redistributor
(i.e., a market data vendor or an extranet
service provider) and then distributes it
internally and/or externally. The data
fee would entitle a Customer to provide
the BBO Data Feed to an unlimited
number of internal users and Devices
within the Customer. The data fee
would also entitle a Customer to
distribute externally the BBO Data Feed
to other Customers. A Customer
receiving the BBO Data Feed from
another Customer would be assessed the
data fee by MDX and would be entitled
to distribute the Data internally and/or
externally.8 All Customers would have
6 The Exchange identified the inclusion of FLEX
BBO data and EOP/EOS data in the BBO Data Feed
in a proposed rule change filed in January 2013. See
Securities Exchange Act Release No. 68696 (January
18, 2013), 78 FR 5527 (January 25, 2013). MDX also
makes the FLEX BBO data available as a separate
data feed at no charge to any Customer that wishes
to subscribe to only that data. EOP/EOS data is not
offered separate from the BBO Data Feed.
7 An ‘‘Authorized User’’ is defined as an
individual user (an individual human being) who
is uniquely identified (by user ID and confidential
password or other unambiguous method reasonably
acceptable to MDX) and authorized by a Customer
to access the BBO Data Feed supplied by the
Customer. A ‘‘Device’’ is defined as any computer,
workstation or other item of equipment, fixed or
portable,that receives, accesses and/or displays data
in visual, audible or other form.
8 A Customer may choose to receive the Data from
another Customer rather than directly from MDX’s
system because it does not want to or is not
equipped to manage the technology necessary to
establish a direct connection to MDX. In addition,
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Federal Register / Vol. 78, No. 83 / Tuesday, April 30, 2013 / Notices
pmangrum on DSK3VPTVN1PROD with NOTICES
the same rights to utilize the Data (i.e.,
distribute the Data internally and/or
externally) as long as the Customer has
entered into an agreement with MDX for
the Data and pays the data fee. Either a
CBOE Trading Permit Holder or a nonCBOE Trading Permit Holder may be a
Customer.
The Exchange also proposes to make
several clarifying changes to the MDX
fee schedule. MDX charges Customers a
monthly fee of $500 for each port
connection to MDX to receive the BBO
Data Feed (‘‘Port Fee’’).9 The Exchange
proposes to move the Port Fee into a
new section of the MDX fee schedule
called Systems Fees. The Exchange
proposes to add a description of the Port
Fee to the Definitions section of the
MDX fee schedule. The Exchange
proposes to reflect on the MDX fee
schedule that there are no data fees for
the FLEX BBO data feed. The Exchange
proposes to clarify that MDX will not
charge the data fee or the Port Fee for
any calendar month in which a
Customer commences receipt of Data
after the 15th day of the month or
discontinues receipt of the Data before
the 15th day of the month. The
Exchange also proposes to include in
the MDX fee schedule provisions
relating to invoicing and late payments.
Lastly, the Exchange proposes to remove
the definition of per user fee from the
MDX fee schedule consistent with the
elimination of that fee.
The proposed fee change is to take
effect on May 1, 2013.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of Section 6(b) of the
Securities Exchange Act of 1934
(‘‘Act’’) 10 in general, and, in particular,
with Section 6(b)(4) of the Act 11 in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among users and recipients of
the Data, and with Section 6(b)(5) 12 of
the Act in that it is not designed to
permit unfair discrimination between
them. The Exchange believes the
proposed data fee is equitable and not
unfairly discriminatory because it
would apply equally to all Customers.
All Customers would have the same
rights to utilize the Data (i.e., distribute
the Data internally and/or externally) as
long as the Customer has entered into an
a Customer is not subject to the MDX Port Fee if
it does not establish a port connection to an MDX
server.
9 See Securities Exchange Act Release No. 66486
(February 28, 2012), 77 FR 13166 (March 5, 2012).
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(4).
12 15 U.S.C. 78f(b)(5).
VerDate Mar<15>2010
13:22 Apr 29, 2013
Jkt 229001
agreement with MDX for the Data and
pays the data fee.
The Exchange believes the proposed
fee is reasonable because it compares
favorably to fees that other markets
charge for similar products. For
example, the Exchange believes
NASDAQ OMX PHLX charges Internal
Distributors a monthly fee of $4,000 per
organization and External Distributors a
monthly fee of $5,000 per organization
for its ‘‘TOPO Plus Orders’’ data feed,
which like the BBO Data Feed includes
top-of-book data (including orders,
quotes and trades) and other market
data. The International Securities
Exchange offers a ‘‘Top Quote Feed’’,
which includes top-of-book data, and a
separate ‘‘Spread Feed’’, which like the
BBO Data Feed includes order and
quote data for complex strategies. The
Exchange believes ISE charges
distributors of its Top Quote Feed a base
monthly fee of $3,000 and distributors
of its Spread Feed a base monthly fee of
$3,000. The Exchange notes that the
BBO Data Feed also competes with
products offered by the NYSE entitled
NYSE ArcaBook for Amex Options and
NYSE ArcaBook for Arca Options that
include top-of-book and last sale data
similar to the data in the BBO Data
Feed. As noted above, the BBO Data
Feed also includes FLEX BBO and EOP/
EOS data as well as other data.
For the reasons cited above, the
Exchange believes the proposed fee for
the BBO Data Feed is equitable,
reasonable and not unfairly
discriminatory. In addition, the
Exchange believes that no substantial
countervailing basis exists to support a
finding that the proposed terms and fee
for the BBO Data Feed fails to meet the
requirements of the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change will impose any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. To the
contrary, the market for options orders
and executions is already highly
competitive and the Exchange’s
proposal is itself pro-competitive as
described below.
The Exchange believes competition
provides an effective constraint on the
market data fees that the Exchange,
through MDX, has the ability and the
incentive to charge. CBOE has a
compelling need to attract order flow
from market participants in order to
maintain its share of trading volume.
This compelling need to attract order
flow imposes significant pressure on
CBOE to act reasonably in setting its
PO 00000
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25335
fees for market data, particularly given
that the market participants that will
pay such fees often will be the same
market participants from whom CBOE
must attract order flow. These market
participants include broker-dealers that
control the handling of a large volume
of customer and proprietary order flow.
Given the portability of order flow from
one exchange to another, any exchange
that sought to charge unreasonably high
data fees would risk alienating many of
the same customers on whose orders it
depends for competitive survival. CBOE
currently competes with ten options
exchanges (including CBOE’s affiliate,
C2 Options Exchange) for order flow.13
CBOE is constrained in pricing the
BBO Data Feed by the availability to
market participants of alternatives to
purchasing the BBO Data Feed. CBOE
must consider the extent to which
market participants would choose one
or more alternatives instead of
purchasing the exchange’s data. For
example, the BBO data and last sale data
available in the BBO Data Feed is
included in the OPRA data feed. The
OPRA data is widely distributed and
relatively inexpensive, thus
constraining CBOE’s ability to price the
BBO Data Feed. In this respect, the
OPRA data feed, which includes the
exchange’s transaction information, is a
significant alternative to the BBO Data
Feed product.
Further, other options exchanges can
and have produced their own top-ofbook products, and thus are sources of
potential competition for MDX. As
noted above, NASDAQ OMX PHLX, ISE
and NYSE offer market data products
that compete with the BBO Data Feed.
In addition, the Exchange believes other
options exchanges may currently offer
top-of-book market data products for a
fee or for free.
The Exchange believes that the BBO
Data Feed offered by MDX will help
attract new users and new order flow to
the Exchange, thereby improving the
Exchange’s ability to compete in the
market for options order flow and
executions.
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.
13 The Commission has previously made a finding
that the options industry is subject to significant
competitive forces. See e.g., Securities Exchange
Act Release No. 59949 (May 20, 2009), 74 FR 25593
(May 28, 2009) (SR–ISE–2009–97) (order approving
ISE’s proposal to establish fees for a real-time depth
of market data offering).
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Federal Register / Vol. 78, No. 83 / Tuesday, April 30, 2013 / Notices
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.14 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule 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:
pmangrum on DSK3VPTVN1PROD 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–2013–037 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–2013–037. 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
14 15
U.S.C. 78s(b)(3)(A)(ii).
VerDate Mar<15>2010
13:22 Apr 29, 2013
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
publicly available. All submissions
should refer to File Number SR–CBOE–
2013–037 and should be submitted on
or before May 21, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013–10077 Filed 4–29–13; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #13549 and #13550]
Massachusetts Disaster #MA–00054
U.S. Small Business
Administration.
ACTION: Notice.
AGENCY:
Jkt 229001
PO 00000
CFR 200.30–3(a)(12).
Frm 00085
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Percent
For Physical Damage:
Non-Profit Organizations With
Credit Available Elsewhere .....
Non-Profit Organizations Without
Credit Available Elsewhere .....
For Economic Injury:
Non-Profit Organizations Without
Credit Available Elsewhere .....
2.875
2.875
2.875
The number assigned to this disaster
for physical damage is 13549B and for
economic injury is 13550B.
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
Joseph P. Loddo,
Acting Associate Administrator for Disaster
Assistance.
[FR Doc. 2013–10119 Filed 4–29–13; 8:45 am]
BILLING CODE 8025–01–P
SUMMARY: This is a Notice of the
Presidential declaration of a major
disaster for Public Assistance Only for
the Commonwealth of Massachusetts
(FEMA–4110–DR), dated 04/19/2013.
Incident: Severe Winter Storm,
Snowstorm, and Flooding.
Incident Period: 02/08/2013 through
02/09/2013.
Effective Date: 04/19/2013.
Physical Loan Application Deadline
Date: 06/18/2013.
Economic Injury (EIDL) Loan
Application Deadline Date: 01/21/2014.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
President’s major disaster declaration on
04/19/2013, Private Non-Profit
organizations that provide essential
services of governmental nature may file
disaster loan applications at the address
15 17
listed above or other locally announced
locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties: Barnstable, Berkshire,
Bristol, Dukes, Essex, Franklin,
Hampden, Hampshire, Middlesex,
Nantucket, Norfolk, Plymouth,
Suffolk, Worcester.
The Interest Rates are:
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration # 13543 and # 13544]
Mississippi Disaster # MS–00066
U.S. Small Business
Administration.
ACTION: Notice.
AGENCY:
SUMMARY: This is a notice of an
Administrative declaration of a disaster
for the State of Mississippi dated 04/18/
2013.
Incident: Severe Storms and
Tornadoes.
Incident Period: 04/11/2013 through
04/12/2013.
Effective Date: 04/18/2013.
Physical Loan Application Deadline
Date: 06/17/2013.
Economic Injury (EIDL) Loan
Application Deadline Date: 01/21/2014.
ADDRESSES: Submit completed loan
applications to:
U.S. Small Business Administration,
Processing and Disbursement Center,
14925 Kingsport Road, Fort Worth,
TX 76155.
FOR FURTHER INFORMATION CONTACT:
A. Escobar, Office of Disaster
Assistance, U.S. Small Business
Administration, 409 3rd Street SW.,
Suite 6050, Washington, DC 20416.
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Agencies
[Federal Register Volume 78, Number 83 (Tuesday, April 30, 2013)]
[Notices]
[Pages 25334-25336]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-10077]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69438; File No. SR-CBOE-2013-037]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change Relating to Fees for the BBO Data Feed for CBOE
Listed Options
April 23, 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 16, 2013, Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (the ``Commission'') the 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.
---------------------------------------------------------------------------
\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
Chicago Board Options Exchange, Incorporated (the ``Exchange'' or
``CBOE'') proposes to amend the fee schedule of Market Data Express,
LLC (``MDX''), an affiliate of CBOE, for the BBO Data Feed for CBOE
listed options (``BBO Data Feed'' or ``Data''). The text of the
proposed rule change is available on the Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's
Office of the Secretary, 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 amend the fees
charged by MDX for the BBO Data Feed and to make several clarifying
changes to the MDX fee schedule.\3\ The BBO Data Feed is a real-time,
low latency data feed that includes CBOE ``BBO data'' and last sale
data.\4\ The BBO and last sale data contained in the BBO Data Feed is
identical to the data that CBOE sends to the Options Price Reporting
Authority (``OPRA'') for redistribution to the public.\5\
---------------------------------------------------------------------------
\3\ The BBO Data Feed and the fees charged by MDX for the BBO
Data Feed were established in March 2011. See Securities Exchange
Act Release No. 63997 (March 1, 2011), 76 FR 12388 (March 7, 2011).
\4\ The BBO Data Feed includes the ``best bid and offer,'' or
``BBO'', consisting of all outstanding quotes and standing orders at
the best available price level on each side of the market, with
aggregate size (``BBO data,'' sometimes referred to as ``top-of-book
data''). Data with respect to executed trades is referred to as
``last sale'' data.
\5\ The Exchange notes that MDX makes available to Customers the
BBO data and last sale data that is included in the BBO Data Feed no
earlier than the time at which the Exchange sends that data to OPRA.
A ``Customer'' is any entity that receives the BBO Data Feed
directly from MDX's system and then distributes it either internally
or externally to Subscribers. A ``Subscriber'' is a person (other
than an employee of a Customer) that receives the BBO Data Feed from
a Customer for its own internal use.
---------------------------------------------------------------------------
The BBO Data Feed also includes certain data that is not included
in the data sent to OPRA, namely, (i) totals of customer versus non-
customer contracts at the BBO, (ii) All-or-None contingency orders
priced better than or equal to the BBO, (iii) BBO data and last sale
data for complex strategies (e.g., spreads, straddles, buy-writes,
etc.) (``Spread Data''), (iv) BBO data and last sale data for Flexible
Exchange (``FLEX'') options traded on the CBOE FLEX Hybrid Trading
System, including BBO data and last sale data for FLEX complex
strategies (collectively, ``FLEX BBO data''), and (v) expected opening
price (``EOP'') and expected opening size (``EOS'') information that is
disseminated prior to the opening of the market and during trading
rotations (collectively, ``EOP/EOS data'').\6\
---------------------------------------------------------------------------
\6\ The Exchange identified the inclusion of FLEX BBO data and
EOP/EOS data in the BBO Data Feed in a proposed rule change filed in
January 2013. See Securities Exchange Act Release No. 68696 (January
18, 2013), 78 FR 5527 (January 25, 2013). MDX also makes the FLEX
BBO data available as a separate data feed at no charge to any
Customer that wishes to subscribe to only that data. EOP/EOS data is
not offered separate from the BBO Data Feed.
---------------------------------------------------------------------------
MDX currently charges Customers a ``direct connect fee'' of $3,500
per connection per month and a ``per user fee'' of $25 per month per
``Authorized User'' or ``Device'' for receipt of the BBO Data Feed by
Subscribers.\7\ Either a CBOE Trading Permit Holder or a non-CBOE
Trading Permit Holder may be a Customer. All Customers are assessed the
same fees.
---------------------------------------------------------------------------
\7\ An ``Authorized User'' is defined as an individual user (an
individual human being) who is uniquely identified (by user ID and
confidential password or other unambiguous method reasonably
acceptable to MDX) and authorized by a Customer to access the BBO
Data Feed supplied by the Customer. A ``Device'' is defined as any
computer, workstation or other item of equipment, fixed or
portable,that receives, accesses and/or displays data in visual,
audible or other form.
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The Exchange proposes to eliminate both the direct connect fee and
the per user fee and replace them with a ``data fee'', payable by a
Customer, of $5,000 per month for internal use and external
redistribution of the BBO Data Feed. A ``Customer'' is any entity that
receives the BBO Data Feed directly from MDX's system or through a
connection to MDX provided by an approved redistributor (i.e., a market
data vendor or an extranet service provider) and then distributes it
internally and/or externally. The data fee would entitle a Customer to
provide the BBO Data Feed to an unlimited number of internal users and
Devices within the Customer. The data fee would also entitle a Customer
to distribute externally the BBO Data Feed to other Customers. A
Customer receiving the BBO Data Feed from another Customer would be
assessed the data fee by MDX and would be entitled to distribute the
Data internally and/or externally.\8\ All Customers would have
[[Page 25335]]
the same rights to utilize the Data (i.e., distribute the Data
internally and/or externally) as long as the Customer has entered into
an agreement with MDX for the Data and pays the data fee. Either a CBOE
Trading Permit Holder or a non-CBOE Trading Permit Holder may be a
Customer.
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\8\ A Customer may choose to receive the Data from another
Customer rather than directly from MDX's system because it does not
want to or is not equipped to manage the technology necessary to
establish a direct connection to MDX. In addition, a Customer is not
subject to the MDX Port Fee if it does not establish a port
connection to an MDX server.
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The Exchange also proposes to make several clarifying changes to
the MDX fee schedule. MDX charges Customers a monthly fee of $500 for
each port connection to MDX to receive the BBO Data Feed (``Port
Fee'').\9\ The Exchange proposes to move the Port Fee into a new
section of the MDX fee schedule called Systems Fees. The Exchange
proposes to add a description of the Port Fee to the Definitions
section of the MDX fee schedule. The Exchange proposes to reflect on
the MDX fee schedule that there are no data fees for the FLEX BBO data
feed. The Exchange proposes to clarify that MDX will not charge the
data fee or the Port Fee for any calendar month in which a Customer
commences receipt of Data after the 15th day of the month or
discontinues receipt of the Data before the 15th day of the month. The
Exchange also proposes to include in the MDX fee schedule provisions
relating to invoicing and late payments. Lastly, the Exchange proposes
to remove the definition of per user fee from the MDX fee schedule
consistent with the elimination of that fee.
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\9\ See Securities Exchange Act Release No. 66486 (February 28,
2012), 77 FR 13166 (March 5, 2012).
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The proposed fee change is to take effect on May 1, 2013.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of Section 6(b) of the Securities Exchange Act of
1934 (``Act'') \10\ in general, and, in particular, with Section
6(b)(4) of the Act \11\ in that it provides for the equitable
allocation of reasonable dues, fees and other charges among users and
recipients of the Data, and with Section 6(b)(5) \12\ of the Act in
that it is not designed to permit unfair discrimination between them.
The Exchange believes the proposed data fee is equitable and not
unfairly discriminatory because it would apply equally to all
Customers. All Customers would have the same rights to utilize the Data
(i.e., distribute the Data internally and/or externally) as long as the
Customer has entered into an agreement with MDX for the Data and pays
the data fee.
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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(4).
\12\ 15 U.S.C. 78f(b)(5).
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The Exchange believes the proposed fee is reasonable because it
compares favorably to fees that other markets charge for similar
products. For example, the Exchange believes NASDAQ OMX PHLX charges
Internal Distributors a monthly fee of $4,000 per organization and
External Distributors a monthly fee of $5,000 per organization for its
``TOPO Plus Orders'' data feed, which like the BBO Data Feed includes
top-of-book data (including orders, quotes and trades) and other market
data. The International Securities Exchange offers a ``Top Quote
Feed'', which includes top-of-book data, and a separate ``Spread
Feed'', which like the BBO Data Feed includes order and quote data for
complex strategies. The Exchange believes ISE charges distributors of
its Top Quote Feed a base monthly fee of $3,000 and distributors of its
Spread Feed a base monthly fee of $3,000. The Exchange notes that the
BBO Data Feed also competes with products offered by the NYSE entitled
NYSE ArcaBook for Amex Options and NYSE ArcaBook for Arca Options that
include top-of-book and last sale data similar to the data in the BBO
Data Feed. As noted above, the BBO Data Feed also includes FLEX BBO and
EOP/EOS data as well as other data.
For the reasons cited above, the Exchange believes the proposed fee
for the BBO Data Feed is equitable, reasonable and not unfairly
discriminatory. In addition, the Exchange believes that no substantial
countervailing basis exists to support a finding that the proposed
terms and fee for the BBO Data Feed fails to meet the requirements of
the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE does not believe that the proposed rule change will impose any
burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act. To the contrary, the market for
options orders and executions is already highly competitive and the
Exchange's proposal is itself pro-competitive as described below.
The Exchange believes competition provides an effective constraint
on the market data fees that the Exchange, through MDX, has the ability
and the incentive to charge. CBOE has a compelling need to attract
order flow from market participants in order to maintain its share of
trading volume. This compelling need to attract order flow imposes
significant pressure on CBOE to act reasonably in setting its fees for
market data, particularly given that the market participants that will
pay such fees often will be the same market participants from whom CBOE
must attract order flow. These market participants include broker-
dealers that control the handling of a large volume of customer and
proprietary order flow. Given the portability of order flow from one
exchange to another, any exchange that sought to charge unreasonably
high data fees would risk alienating many of the same customers on
whose orders it depends for competitive survival. CBOE currently
competes with ten options exchanges (including CBOE's affiliate, C2
Options Exchange) for order flow.\13\
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\13\ The Commission has previously made a finding that the
options industry is subject to significant competitive forces. See
e.g., Securities Exchange Act Release No. 59949 (May 20, 2009), 74
FR 25593 (May 28, 2009) (SR-ISE-2009-97) (order approving ISE's
proposal to establish fees for a real-time depth of market data
offering).
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CBOE is constrained in pricing the BBO Data Feed by the
availability to market participants of alternatives to purchasing the
BBO Data Feed. CBOE must consider the extent to which market
participants would choose one or more alternatives instead of
purchasing the exchange's data. For example, the BBO data and last sale
data available in the BBO Data Feed is included in the OPRA data feed.
The OPRA data is widely distributed and relatively inexpensive, thus
constraining CBOE's ability to price the BBO Data Feed. In this
respect, the OPRA data feed, which includes the exchange's transaction
information, is a significant alternative to the BBO Data Feed product.
Further, other options exchanges can and have produced their own
top-of-book products, and thus are sources of potential competition for
MDX. As noted above, NASDAQ OMX PHLX, ISE and NYSE offer market data
products that compete with the BBO Data Feed. In addition, the Exchange
believes other options exchanges may currently offer top-of-book market
data products for a fee or for free.
The Exchange believes that the BBO Data Feed offered by MDX will
help attract new users and new order flow to the Exchange, thereby
improving the Exchange's ability to compete in the market for options
order flow and executions.
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.
[[Page 25336]]
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\14\ At any time within 60 days of the
filing of the proposed rule change, the Commission summarily may
temporarily suspend such rule change if it appears to the Commission
that such action is necessary or appropriate in the public interest,
for the protection of investors, or otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\14\ 15 U.S.C. 78s(b)(3)(A)(ii).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-CBOE-2013-037 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-2013-037. 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 publicly available. All
submissions should refer to File Number SR-CBOE-2013-037 and should be
submitted on or before May 21, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013-10077 Filed 4-29-13; 8:45 am]
BILLING CODE 8011-01-P