Self-Regulatory Organizations; Miami International Securities Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend Exchange Rule 1014, 56960-56962 [2013-22398]
Download as PDF
56960
Federal Register / Vol. 78, No. 179 / Monday, September 16, 2013 / Notices
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:
[FR Doc. 2013–22403 Filed 9–13–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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–
EDGX–2013–33 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.
mstockstill on DSK4VPTVN1PROD with NOTICES
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Kevin M. O’Neill,
Deputy Secretary.
All submissions should refer to File
Number SR–EDGX–2013–33. 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–EDGX–
2013–33 and should be submitted on or
before October 7, 2013.
[Release No. 34–70357; File No. SR–MIAX–
2013–42]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend Exchange Rule
1014
September 10, 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 August 30, 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 the Substance
of the Proposed Rule Change
The Exchange is filing a proposal to
amend Rule 1014.
The text of the proposed rule change
is 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.
1 15
11 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
17:46 Sep 13, 2013
2 17
Jkt 229001
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00105
Fmt 4703
Sfmt 4703
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Exchange Rule 1014, entitled
‘‘Imposition of Fines for Minor Rule
Violations,’’ by expanding the list of
violations eligible for disposition under
Exchange Rule 1014 in order to improve
the consistency of the Exchange Rule
1014 with the rules of other options
exchanges.
Exchange Rule 1014 promotes
compliance with select rules and helps
reduce the number and extent of
violations of those rules committed by
Members and associated persons.
Exchange Rule 1014 allows the
Exchange to promptly impose a limited
but meaningful financial penalty soon
after a rule violation is detected. The
prompt imposition of a financial penalty
helps to quickly educate and improve
the conduct of Members and associated
persons that have engaged in
inadvertent or otherwise minor
violations of the Exchange’s Rules.
The proposed changes would allow
the Exchange to impose fines ranging
from $500 to $5,000. By promptly
imposing a meaningful financial penalty
for such violations, Exchange Rule 1014
focuses on correcting conduct before it
gives rise to more serious enforcement
action. As discussed above, Exchange
Rule 1014 provides a reasonable means
of addressing rule violations that do not
necessarily rise to the level of requiring
formal disciplinary proceedings, while
also providing a greater flexibility in
handling certain violations. Adopting a
provision that would allow the
Exchange to sanction violators under
Exchange Rule 1014 by no means
minimizes the importance of
compliance with these rules. The
Exchange believes that the violation of
any of its Rules is a serious matter. The
addition of a sanction under Exchange
Rule 1014 simply serves to add an
additional method for disciplining
violators of the additional Rules. The
Exchange will continue to conduct
surveillance with due diligence and
make its determination, on a case by
case basis, whether a violation of these
additional Rules should be subject to
formal disciplinary proceedings.
The Exchange proposes to incorporate
five additional violations into Exchange
Rule 1014. Specifically, the Exchange
proposes to incorporate into Exchange
Rule 1014 additional violations
regarding: (i) Exercise limits; (ii) reports
related to position limits; (iii) trading in
restricted classes; (iv) Market Maker
E:\FR\FM\16SEN1.SGM
16SEN1
Federal Register / Vol. 78, No. 179 / Monday, September 16, 2013 / Notices
continuous quoting requirements; and
(v) amending Form U4, Form U5, and
Form BD.
mstockstill on DSK4VPTVN1PROD with NOTICES
Exercise Limits
MIAX Rule 309 generally prohibits
Members from exceeding certain
exercise limits.3 MIAX is proposing to
incorporate violations consisting of
exceeding such exercise limits into the
Exchange Rule 1014 under Proposed
Exchange Rule 1014(d)(10).
MIAX is proposing to implement a
fine of $500 for the first violation of
Rule 309 within a twenty-four month
rolling period. A second violation
within the rolling twenty-four month
period would be allocated a $1,000 fine,
a third violation a $2,500 fine, and a
fourth violation a $5,000 fine. Any
subsequent violations within the rolling
twenty-four month period would be
allocated a $5,000 fine. MIAX notes that
this proposal is consistent with rules in
place at the Chicago Board Options
Exchange, Inc. (‘‘CBOE’’).4
Reports Related to Position Limits
MIAX Rule 310 requires Members to
file with the Exchange reports once
certain positional thresholds are
exceeded.5 MIAX is proposing to
incorporate violations consisting of the
failure to file such position limit reports
into Exchange Rule 1014 under
Proposed Exchange Rule 1014(d)(11).
All the options exchanges, including
MIAX, have entered into a plan
pursuant to Rule 17d–2 of the Act (the
‘‘Options Market Surveillance Plan’’ or
the ‘‘Plan’’) under which the exchanges
have agreed to allocate regulatory
responsibility for certain rules common
to all options exchanges. The common
rules relate to compliance with position
limits, the use of position limit
exemptions and the reporting of large
options positions. Adding Rule 310 to
Exchange Rule 1014 makes Exchange
Rule 1014 more consistent with rules of
other self-regulatory organizations,
including with respect to rules that are
classified as common rules pursuant to
the Options Market Surveillance Plan.
The Exchange believes that aspects of
Exchange Rule 1014 with respect to the
handling of violations of rules that are
common rules pursuant to the Plan
should be consistent with the other
options exchanges that are parties to the
Plan.
MIAX is proposing to implement a
fine of $500 for the first violation of
Rule 310 within a twenty-four month
rolling period. A second violation
3 See
MIAX Rule 309.
CBOE Rule 17.50(g)(1).
5 See MIAX Rule 310.
4 See
VerDate Mar<15>2010
17:46 Sep 13, 2013
Jkt 229001
within the rolling twenty-four month
period would be allocated a $1,000 fine
and a third violation a $2,500 fine. Any
subsequent violations within the rolling
twenty-four month period would be
allocated a $5,000 fine. MIAX notes that
this proposal is consistent with the rules
in place at the BATS Options Market
(‘‘BATS Options’’).6
Trading in Restricted Classes
MIAX Rule 403 provides that MIAX
may prohibit any opening purchase
transactions in series of options
previously opened to the extent it
deems such action necessary or
appropriate.7 MIAX is proposing to
incorporate violations related to trading
in restricted classes into Exchange Rule
1014 under Proposed Exchange Rule
1014(d)(12).
MIAX is proposing to implement a
fine of $500 for the first violation within
a twenty-four month rolling period. A
second violation within the rolling
twenty-four month period would be
allocated a $2,500 fine and a third
violation a $5,000 fine. Any subsequent
violations within the rolling twenty-four
month period would become subject to
formal disciplinary action under
Exchange Rule 1003 or 1004. MIAX
notes that this proposal is consistent
with rules in place at the CBOE, NYSE
Arca, Inc. (‘‘NYSE Arca’’), and NYSE
MKT, Inc. (‘‘NYSE MKT’’).8
Market Maker Continuous Quoting
Obligations
MIAX Rule 604(e) requires each class
of Market Maker to meet a specific
continuous quoting threshold.9 MIAX is
proposing to incorporate violations of
these continuous quoting obligations
into Exchange Rule 1014 under
Exchange Rule 1014(d)(13).
MIAX is proposing to issue a Letter of
Caution for the first violation within a
twenty-four month rolling period. Any
subsequent offense would be subject to
a $300 fine charged per day. MIAX
notes that this proposal is consistent
with rules in place at the NASDAQ
Options Market (‘‘NOM’’), NASDAQ
OMX BX, Inc. Market (‘‘BX Options’’),
and BATS Options.10
Amending Form U4, Form U5, and
Form BD
Under the Securities and Exchange
Act of 1934,11 and the rules
promulgated thereunder, and applicable
Exchange Rules, Members are required
to file and amend to keep current the
applicable Form U4,12 Form U5,13 or
Form BD.14 Amendments shall be made
no later than thirty (30) days after the
filer knew or should have known of the
need for the amendment. MIAX is
proposing to incorporate the failure to
make a timely amendment to the
applicable Form U4, Form U5, or Form
BD into Exchange Rule 1014 under
Proposed Exchange Rule 1014(d)(14).
MIAX is proposing to implement a
fine of $500 for the first violation within
a twelve month rolling period. A second
violation within the rolling twelve
month period would be allocated a
$1,000 fine and a third violation a
$2,000 fine. Any subsequent violations
within the rolling twelve month period
would become subject to formal
disciplinary action under Exchange
Rule 1003 or 1004. MIAX notes that this
proposal is consistent with rules in
place at the NOM, BX Options, and BOX
Options Exchange LLC (‘‘BOX
Options’’).15
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,16 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,17 in particular, because it 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
facilitating transactions in securities,
and to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system. The proposed rule change is
consistent with the statute in that it
directly addresses fraudulent and
manipulative acts and practices by
MIAX Members. The Exchange believes
that the proposed rule changes furthers
the objectives of Section 6(b)(1) 18 of the
Act to enforce compliance by its
Members to the Exchange’s Rules,
11 See
6 See
BATS Exchange Rule 25.3(b).
7 See MIAX Rule 403.
8 See CBOE Rule 17.50(g)(11); NYSE Arca Rule
10.12(h)(22); NYSE MKT Rule 476A Supp. Mat. Part
1C(i)(37).
9 See MIAX Rule 604(e).
10 See Chapter X, Section 7(c) of NOM Rules;
Chapter X, Section 7(c) of BX Options Rules; and
BATS Exchange Rule 25.3(d).
PO 00000
Frm 00106
Fmt 4703
Sfmt 4703
56961
15 U.S.C. 78o.
MIAX Rules 1301(b) and 1302(c).
13 See MIAX Rules 1301(c) and 1303.
14 See 15 U.S.C. 78o.
15 See Chapter X, Section 7(k) of NOM Rules;
Chapter X, Section 7(k) of BX Options Rules; BOX
Options Rule 12140(d)(8).
16 15 U.S.C. 78f(b).
17 15 U.S.C. 78f(b)(5).
18 15 U.S.C. 78f(b)(1).
12 See
E:\FR\FM\16SEN1.SGM
16SEN1
56962
Federal Register / Vol. 78, No. 179 / Monday, September 16, 2013 / Notices
Section b(b)(6) 19 of the Act to
appropriately discipline Members of the
Exchange’s Rules, and Section 6(b)(7) 20
of the Act to provide a fair procedure of
disciplining Members as the proposal
will strengthen its ability to carry out its
oversight responsibilities as a selfregulatory organization and reinforce its
surveillance and enforcement functions.
Additionally, this proposed rule change
will promote consistency with rules of
other exchanges.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. The proposal
relates to the Exchange’s role and
responsibilities as a self-regulatory
organization and the manner in which
it disciplines its Members and
associated persons for violations of its
Rules. In the unlikely event that
Members will determine where to send
options orders based on the type of
disciplinary program in place at an
options exchange, the expansion of
Exchange Rule 1014 will lessen the
impact on competition by making
Exchange Rule 1014 more consistent
with rules at the other options
exchanges.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing 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 after the date of
the filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to 19(b)(3)(A)
of the Act 21 and Rule 19b–4(f)(6) 22
thereunder.
At any time within 60 days of the
filing of the proposed rule change, the
mstockstill on DSK4VPTVN1PROD with NOTICES
19 15
U.S.C. 78f(b)(6).
U.S.C. 78f(b)(7).
21 15 U.S.C. 78s(b)(3)(A).
22 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
20 15
VerDate Mar<15>2010
17:46 Sep 13, 2013
Jkt 229001
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:
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–
MIAX–2013–42 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–MIAX–2013–42. 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
offices 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
PO 00000
Frm 00107
Fmt 4703
Sfmt 4703
information that you wish to make
available publicly. All submissions
should refer to File Number SR–MIAX–
2013–42, and should be submitted on or
before October 7, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–22398 Filed 9–13–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70361; File No. SR–
NASDAQ–2013–114]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change to the Qualified
Market Maker Program Under Rule
7014, the Fees Assessed Under Rule
7015(g), and the Schedule of Fees and
Rebates Under Rule 7018(a)
September 10, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on August
29, 2013 The NASDAQ Stock Market
LLC (‘‘NASDAQ’’ or the ‘‘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
NASDAQ is proposing to the
Qualified Market Maker Program under
Rule 7014, the fees assessed under Rule
7015(g), and the its schedule of fees and
rebates for execution and routing of
orders for securities priced at $1 or more
under Rule 7018(a). NASDAQ will begin
assessing the fees effective September 1,
2013.
The text of the proposed rule change
is available at https://
nasdaq.cchwallstreet.com, at
NASDAQ’s principal office, and at the
Commission’s Public Reference Room.
23 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\16SEN1.SGM
16SEN1
Agencies
[Federal Register Volume 78, Number 179 (Monday, September 16, 2013)]
[Notices]
[Pages 56960-56962]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-22398]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70357; File No. SR-MIAX-2013-42]
Self-Regulatory Organizations; Miami International Securities
Exchange LLC; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Amend Exchange Rule 1014
September 10, 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 August 30, 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange is filing a proposal to amend Rule 1014.
The text of the proposed rule change is 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 Exchange proposes to amend Exchange Rule 1014, entitled
``Imposition of Fines for Minor Rule Violations,'' by expanding the
list of violations eligible for disposition under Exchange Rule 1014 in
order to improve the consistency of the Exchange Rule 1014 with the
rules of other options exchanges.
Exchange Rule 1014 promotes compliance with select rules and helps
reduce the number and extent of violations of those rules committed by
Members and associated persons. Exchange Rule 1014 allows the Exchange
to promptly impose a limited but meaningful financial penalty soon
after a rule violation is detected. The prompt imposition of a
financial penalty helps to quickly educate and improve the conduct of
Members and associated persons that have engaged in inadvertent or
otherwise minor violations of the Exchange's Rules.
The proposed changes would allow the Exchange to impose fines
ranging from $500 to $5,000. By promptly imposing a meaningful
financial penalty for such violations, Exchange Rule 1014 focuses on
correcting conduct before it gives rise to more serious enforcement
action. As discussed above, Exchange Rule 1014 provides a reasonable
means of addressing rule violations that do not necessarily rise to the
level of requiring formal disciplinary proceedings, while also
providing a greater flexibility in handling certain violations.
Adopting a provision that would allow the Exchange to sanction
violators under Exchange Rule 1014 by no means minimizes the importance
of compliance with these rules. The Exchange believes that the
violation of any of its Rules is a serious matter. The addition of a
sanction under Exchange Rule 1014 simply serves to add an additional
method for disciplining violators of the additional Rules. The Exchange
will continue to conduct surveillance with due diligence and make its
determination, on a case by case basis, whether a violation of these
additional Rules should be subject to formal disciplinary proceedings.
The Exchange proposes to incorporate five additional violations
into Exchange Rule 1014. Specifically, the Exchange proposes to
incorporate into Exchange Rule 1014 additional violations regarding:
(i) Exercise limits; (ii) reports related to position limits; (iii)
trading in restricted classes; (iv) Market Maker
[[Page 56961]]
continuous quoting requirements; and (v) amending Form U4, Form U5, and
Form BD.
Exercise Limits
MIAX Rule 309 generally prohibits Members from exceeding certain
exercise limits.\3\ MIAX is proposing to incorporate violations
consisting of exceeding such exercise limits into the Exchange Rule
1014 under Proposed Exchange Rule 1014(d)(10).
---------------------------------------------------------------------------
\3\ See MIAX Rule 309.
---------------------------------------------------------------------------
MIAX is proposing to implement a fine of $500 for the first
violation of Rule 309 within a twenty-four month rolling period. A
second violation within the rolling twenty-four month period would be
allocated a $1,000 fine, a third violation a $2,500 fine, and a fourth
violation a $5,000 fine. Any subsequent violations within the rolling
twenty-four month period would be allocated a $5,000 fine. MIAX notes
that this proposal is consistent with rules in place at the Chicago
Board Options Exchange, Inc. (``CBOE'').\4\
---------------------------------------------------------------------------
\4\ See CBOE Rule 17.50(g)(1).
---------------------------------------------------------------------------
Reports Related to Position Limits
MIAX Rule 310 requires Members to file with the Exchange reports
once certain positional thresholds are exceeded.\5\ MIAX is proposing
to incorporate violations consisting of the failure to file such
position limit reports into Exchange Rule 1014 under Proposed Exchange
Rule 1014(d)(11). All the options exchanges, including MIAX, have
entered into a plan pursuant to Rule 17d-2 of the Act (the ``Options
Market Surveillance Plan'' or the ``Plan'') under which the exchanges
have agreed to allocate regulatory responsibility for certain rules
common to all options exchanges. The common rules relate to compliance
with position limits, the use of position limit exemptions and the
reporting of large options positions. Adding Rule 310 to Exchange Rule
1014 makes Exchange Rule 1014 more consistent with rules of other self-
regulatory organizations, including with respect to rules that are
classified as common rules pursuant to the Options Market Surveillance
Plan. The Exchange believes that aspects of Exchange Rule 1014 with
respect to the handling of violations of rules that are common rules
pursuant to the Plan should be consistent with the other options
exchanges that are parties to the Plan.
---------------------------------------------------------------------------
\5\ See MIAX Rule 310.
---------------------------------------------------------------------------
MIAX is proposing to implement a fine of $500 for the first
violation of Rule 310 within a twenty-four month rolling period. A
second violation within the rolling twenty-four month period would be
allocated a $1,000 fine and a third violation a $2,500 fine. Any
subsequent violations within the rolling twenty-four month period would
be allocated a $5,000 fine. MIAX notes that this proposal is consistent
with the rules in place at the BATS Options Market (``BATS
Options'').\6\
---------------------------------------------------------------------------
\6\ See BATS Exchange Rule 25.3(b).
---------------------------------------------------------------------------
Trading in Restricted Classes
MIAX Rule 403 provides that MIAX may prohibit any opening purchase
transactions in series of options previously opened to the extent it
deems such action necessary or appropriate.\7\ MIAX is proposing to
incorporate violations related to trading in restricted classes into
Exchange Rule 1014 under Proposed Exchange Rule 1014(d)(12).
---------------------------------------------------------------------------
\7\ See MIAX Rule 403.
---------------------------------------------------------------------------
MIAX is proposing to implement a fine of $500 for the first
violation within a twenty-four month rolling period. A second violation
within the rolling twenty-four month period would be allocated a $2,500
fine and a third violation a $5,000 fine. Any subsequent violations
within the rolling twenty-four month period would become subject to
formal disciplinary action under Exchange Rule 1003 or 1004. MIAX notes
that this proposal is consistent with rules in place at the CBOE, NYSE
Arca, Inc. (``NYSE Arca''), and NYSE MKT, Inc. (``NYSE MKT'').\8\
---------------------------------------------------------------------------
\8\ See CBOE Rule 17.50(g)(11); NYSE Arca Rule 10.12(h)(22);
NYSE MKT Rule 476A Supp. Mat. Part 1C(i)(37).
---------------------------------------------------------------------------
Market Maker Continuous Quoting Obligations
MIAX Rule 604(e) requires each class of Market Maker to meet a
specific continuous quoting threshold.\9\ MIAX is proposing to
incorporate violations of these continuous quoting obligations into
Exchange Rule 1014 under Exchange Rule 1014(d)(13).
---------------------------------------------------------------------------
\9\ See MIAX Rule 604(e).
---------------------------------------------------------------------------
MIAX is proposing to issue a Letter of Caution for the first
violation within a twenty-four month rolling period. Any subsequent
offense would be subject to a $300 fine charged per day. MIAX notes
that this proposal is consistent with rules in place at the NASDAQ
Options Market (``NOM''), NASDAQ OMX BX, Inc. Market (``BX Options''),
and BATS Options.\10\
---------------------------------------------------------------------------
\10\ See Chapter X, Section 7(c) of NOM Rules; Chapter X,
Section 7(c) of BX Options Rules; and BATS Exchange Rule 25.3(d).
---------------------------------------------------------------------------
Amending Form U4, Form U5, and Form BD
Under the Securities and Exchange Act of 1934,\11\ and the rules
promulgated thereunder, and applicable Exchange Rules, Members are
required to file and amend to keep current the applicable Form U4,\12\
Form U5,\13\ or Form BD.\14\ Amendments shall be made no later than
thirty (30) days after the filer knew or should have known of the need
for the amendment. MIAX is proposing to incorporate the failure to make
a timely amendment to the applicable Form U4, Form U5, or Form BD into
Exchange Rule 1014 under Proposed Exchange Rule 1014(d)(14).
---------------------------------------------------------------------------
\11\ See 15 U.S.C. 78o.
\12\ See MIAX Rules 1301(b) and 1302(c).
\13\ See MIAX Rules 1301(c) and 1303.
\14\ See 15 U.S.C. 78o.
---------------------------------------------------------------------------
MIAX is proposing to implement a fine of $500 for the first
violation within a twelve month rolling period. A second violation
within the rolling twelve month period would be allocated a $1,000 fine
and a third violation a $2,000 fine. Any subsequent violations within
the rolling twelve month period would become subject to formal
disciplinary action under Exchange Rule 1003 or 1004. MIAX notes that
this proposal is consistent with rules in place at the NOM, BX Options,
and BOX Options Exchange LLC (``BOX Options'').\15\
---------------------------------------------------------------------------
\15\ See Chapter X, Section 7(k) of NOM Rules; Chapter X,
Section 7(k) of BX Options Rules; BOX Options Rule 12140(d)(8).
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\16\ in general, and furthers the
objectives of Section 6(b)(5) of the Act,\17\ in particular, because it
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 facilitating
transactions in securities, and to remove impediments to and perfect
the mechanism of a free and open market and a national market system.
The proposed rule change is consistent with the statute in that it
directly addresses fraudulent and manipulative acts and practices by
MIAX Members. The Exchange believes that the proposed rule changes
furthers the objectives of Section 6(b)(1) \18\ of the Act to enforce
compliance by its Members to the Exchange's Rules,
[[Page 56962]]
Section b(b)(6) \19\ of the Act to appropriately discipline Members of
the Exchange's Rules, and Section 6(b)(7) \20\ of the Act to provide a
fair procedure of disciplining Members as the proposal will strengthen
its ability to carry out its oversight responsibilities as a self-
regulatory organization and reinforce its surveillance and enforcement
functions. Additionally, this proposed rule change will promote
consistency with rules of other exchanges.
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(5).
\18\ 15 U.S.C. 78f(b)(1).
\19\ 15 U.S.C. 78f(b)(6).
\20\ 15 U.S.C. 78f(b)(7).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. The proposal relates to the
Exchange's role and responsibilities as a self-regulatory organization
and the manner in which it disciplines its Members and associated
persons for violations of its Rules. In the unlikely event that Members
will determine where to send options orders based on the type of
disciplinary program in place at an options exchange, the expansion of
Exchange Rule 1014 will lessen the impact on competition by making
Exchange Rule 1014 more consistent with rules at the other options
exchanges.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing 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 after the date of the filing, or such
shorter time as the Commission may designate, it has become effective
pursuant to 19(b)(3)(A) of the Act \21\ and Rule 19b-4(f)(6) \22\
thereunder.
---------------------------------------------------------------------------
\21\ 15 U.S.C. 78s(b)(3)(A).
\22\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
---------------------------------------------------------------------------
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:
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-MIAX-2013-42 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-MIAX-2013-42. 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 offices 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-MIAX-2013-42,
and should be submitted on or before October 7, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\23\
---------------------------------------------------------------------------
\23\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-22398 Filed 9-13-13; 8:45 am]
BILLING CODE 8011-01-P