Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change to the Clearly Erroneous Rule, 61431-61433 [2013-24159]
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Federal Register / Vol. 78, No. 192 / Thursday, October 3, 2013 / Notices
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–
NASDAQ–2013–125 on the subject line.
tkelley on DSK3SPTVN1PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2013–125. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NASDAQ–2013–125, and should be
submitted on or before October 24,
2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24240 Filed 10–2–13; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70541; File No. SR–Phlx–
2013–97]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change to the Clearly
Erroneous Rule
September 27, 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
September 26, 2013, NASDAQ OMX
PHLX LLC (‘‘Phlx’’ or ‘‘Exchange’’),
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to extend the
pilot period of recent amendments to
Rule 3312, concerning clearly erroneous
transactions, so that the pilot will now
expire on April 8, 2014. The Exchange
also proposes to remove certain
references to individual stock trading
pauses contained in Rule
3312(a)(2)(C)(iv).
The text of the proposed rule change
is available from Phlx’s Web site at
https://
nasdaqomxphlx.cchwallstreet.com, at
Phlx’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.
BILLING CODE 8011–01–P
1 15
9 17
CFR 200.30–3(a)(12).
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18:29 Oct 02, 2013
2 17
Jkt 232001
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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61431
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
On September 10, 2010, the
Commission approved, for a pilot period
to end December 10, 2010, a proposed
rule change submitted by The NASDAQ
Stock Market LLC, BATS Exchange,
Inc., NASDAQ OMX BX, Inc., Chicago
Board Options Exchange, Incorporated,
Chicago Stock Exchange, Inc., EDGA
Exchange, Inc., EDGX Exchange, Inc.,
International Securities Exchange LLC,
New York Stock Exchange LLC, NYSE
MKT LLC (formerly, NYSE Amex LLC),
NYSE Arca, Inc., and National Stock
Exchange, Inc., to amend certain of their
respective rules to set forth clearer
standards and curtail discretion with
respect to breaking erroneous trades.3
The changes were adopted to address
concerns that the lack of clear
guidelines for dealing with clearly
erroneous transactions may have added
to the confusion and uncertainty faced
by investors on May 6, 2010. In
connection with its resumption of
trading of NMS Stocks through PSX, the
Exchange amended Rule 3312 to
conform it to the newly-adopted
changes to the other exchanges’ clearly
erroneous rules, so that it could
participate in the pilot program.4 The
pilot program was extended several
times since its adoption and is currently
set to expire on September 30, 2013.5 In
its rule change that extended the pilot
program to September 30, 2013,6 the
Exchange also adopted a provision
designed to address the operation of the
National Market System Plan to Address
Extraordinary Market Volatility 7 (the
‘‘Limit Up-Limit Down Plan’’). The
Exchange believes the benefits to market
participants from the more objective
clearly erroneous executions rule
should continue on a pilot basis through
April 8, 2014, which is one year
following commencement of operations
of the Limit Up-Limit Down Plan. The
Exchange believes that continuing the
pilot during this time will protect
against any unanticipated
consequences. Thus, the Exchange
3 Securities Exchange Act Release No. 62886
(September 10, 2010), 75 FR 56613 (September 16,
2010).
4 Securities Exchange Act Release No. 63023
(September 30, 2010), 75 FR 61802 (October 6,
2010) (SR–Phlx–2010–125).
5 Securities Exchange Act Release No. 68820
(February 1, 2013), 78 FR 9436 (February 8, 2013)
(SR–Phlx–2013–12).
6 Id.
7 Securities Exchange Act Release No. 67091 (May
31, 2012), 77 FR 33498 (June 6, 2012); see also Rule
3312(g).
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Federal Register / Vol. 78, No. 192 / Thursday, October 3, 2013 / Notices
believes that the protections of the
Clearly Erroneous Rule should continue
while the industry gains further
experience operating the Limit Up-Limit
Down Plan.
The Exchange also proposes to
eliminate all references in Rule 3312 to
individual stock trading pauses issued
by a primary listing market.
Specifically, Rule 3312(a)(2)(C)(iv)
provides specific rules to follow with
respect to review of an execution as
potentially clearly erroneous when there
was an individual stock trading pause
issued for that security and the security
is included in the S&P 500 Index, the
Russell 1000 Index, or a pilot list of
Exchange Traded Products (‘‘Subject
Securities’’). The stock trading pauses
described in Rule 3312(a)(2)(C)(iv) are
being phased out as securities become
subject to the Limit Up-Limit Down
Plan pursuant to a phased
implementation schedule. The Limit
Up-Limit Down Plan is already
operational with respect to all Subject
Securities, and thus, the Exchange
believes that all references to individual
stock trading pauses should be removed,
including all cross-references to Rule
3312(a)(2)(C)(iv) contained in other
portions of Rule 3312.8
tkelley on DSK3SPTVN1PROD with NOTICES
2. Statutory Basis
The statutory basis for the proposed
rule change is Section 6(b)(5) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),9 which requires the rules of an
exchange to promote just and equitable
principles of trade, 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 Exchange believes
that the pilot program promotes just and
equitable principals of trade in that it
promotes transparency and uniformity
across markets concerning review of
transactions as clearly erroneous. More
specifically, the Exchange believes that
the extension of the pilot would help
assure that the determination of whether
a clearly erroneous trade has occurred
8 The Exchange notes that certain Exchange
Traded Products (‘‘ETPs’’) are not yet subject to the
Limit Up-Limit Down Plan. Because such ETPs are
not on the pilot list of securities, such ETPs are not
subject to Rule 3312(a)(2)(C)(iv). Securities
Exchange Act Release No. 65106 (August 11, 2011),
76 FR 51079 (August 17, 2011) (SR–Phlx–2011–114)
(notice of filing and immediate effectiveness to
amend the clearly erroneous rule to specify that
Rule 3312(a)(2)(C)(iv) applies only to the current
securities of the Individual Stock Trading Pause
pilot). Accordingly, the proposed rule change does
not change the status quo with respect to such
ETPs. As amended, all securities, including ETPs
not subject to the Limit Up-Limit Down Plan, will
continue to be subject to Rule 3312(a)(2)(C)(i)–(iii).
9 15 U.S.C. 78f(b)(5).
VerDate Mar<15>2010
18:29 Oct 02, 2013
Jkt 232001
will be based on clear and objective
criteria, and that the resolution of the
incident will occur promptly through a
transparent process. The proposed rule
change would also help assure
consistent results in handling erroneous
trades across the U.S. markets, thus
furthering fair and orderly markets, the
protection of investors and the public
interest. Although the Limit Up-Limit
Down Plan will become fully
operational during the same time period
as the proposed extended pilot, the
Exchange believes that maintaining the
pilot will help to protect against
unanticipated consequences. To that
end, the extension will allow the
Exchange to determine whether Rule
3312 is necessary once the Limit UpLimit Down Plan is fully operational
and, if so, whether improvements can be
made. Finally, the elimination of
references to individual stock trading
pauses will help to avoid confusion
amongst market participants, which is
consistent with the Act. As described
above, individual stock trading pauses
have been replaced by the Limit UpLimit Down Plan with respect to all
Subject Securities.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
To the contrary, the Exchange believes
that the Financial Industry Regulatory
Authority and other national securities
exchanges are also filing similar
proposals, and thus, that the proposal
will help to ensure consistency across
market centers.
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 proposed rule change
does not (i) Significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
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Frm 00112
Fmt 4703
Sfmt 4703
of the Act 10 and Rule 19b–4(f)(6)(iii)
thereunder.11
The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest, as it
will allow the pilot program to continue
uninterrupted, thereby avoiding
investor confusion that could result
from a temporary interruption in the
pilot program. For this reason, the
Commission designates the proposed
rule change to be operative upon
filing.12
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposal is
consistent with the Act. Comments may
be submitted by any of the following
methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml; or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
Phlx–2013–97 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–Phlx–2013–97. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
10 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6)(iii). As required under
Rule 19b–4(f)(6)(iii), the Exchange provided the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and the text of the proposed rule
change, at least five business days prior to the date
of filing of the proposed rule change, or such
shorter time as designated by the Commission.
12 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
11 17
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Federal Register / Vol. 78, No. 192 / Thursday, October 3, 2013 / Notices
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–Phlx–
2013–97 and should be submitted on or
before October 24, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24159 Filed 10–2–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Proposes To Amend the
Definition of Retail Order in the NYSE
Arca Equities Schedule of Fees and
Charges for Exchange Services and
the Attestation Requirements for ETP
Holders That Submit Retail Orders
The Exchange proposes to amend (1)
the definition of ‘‘Retail Order’’ in the
NYSE Arca Equities Schedule of Fees
and Charges for Exchange Services
(‘‘Fee Schedule’’) and (2) the attestation
requirements for ETP Holders that
submit Retail Orders. The text of the
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization 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 those 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 parts of such
statements.
1. Purpose
The Exchange proposes to amend (1)
the definition of ‘‘Retail Order’’ in the
Fee Schedule and (2) the attestation
requirements for ETP Holders that
submit Retail Orders. The Exchange
proposes to implement the changes
effective October 1, 2013.
Background
September 30, 2013.
19(b)(1) 1
tkelley on DSK3SPTVN1PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
[Release No. 34–70565; File No. SR–
NYSEARCA–2013–98]
Pursuant to Section
of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
September 20, 2013, NYSE Arca, Inc.
13 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.
1 15
VerDate Mar<15>2010
(the ‘‘Exchange’’ or ‘‘NYSE Arca’’) 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 selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
18:29 Oct 02, 2013
Jkt 232001
The Fee Schedule provides certain
transaction credits for Retail Orders
under two tiers, the Retail Order Tier 4
4 Under this tier, an ETP Holder, including a
Market Maker, that executes an average daily
volume (‘‘ADV’’) of Retail Orders during the month
that is 0.20% or more of the U.S. consolidated ADV
(‘‘CADV’’) receives a credit of $0.0033 per share for
its Retail Orders that provide liquidity on the
Exchange in Tape A, B and C securities. For all
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
61433
and the Retail Cross-Asset Tier.5 The
term ‘‘Retail Order’’ is defined in the
Fee Schedule as an agency order that
originates from a natural person and is
submitted to the Exchange by an ETP
Holder, provided that no change is
made to the terms of the order with
respect to price or side of market and
the order does not originate from a
trading algorithm or any other
computerized methodology.
As part of qualifying for the Retail
Order Tier, an ETP Holder is required to
designate certain of its order entry ports
at the Exchange as ‘‘Retail Order Ports’’
or designate orders as Retail Orders
within the order entry message. The
ETP Holder is required to attest, in a
form and/or manner prescribed by the
Exchange, that all orders submitted to
the Exchange via such Retail Order
Ports are Retail Orders. Additionally, an
ETP Holder is required to have written
policies and procedures reasonably
designed to ensure that it will only
designate orders as Retail Orders if all
requirements of a Retail Order are met.6
The Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’), on behalf of
the Exchange, reviews an ETP Holder’s
compliance with these requirements
through an exam-based review of the
ETP Holder’s internal controls.
The Exchange notes that the Retail
Order Tier and Retail Cross-Asset Tier
are optional for ETP Holders.
Accordingly, an ETP Holder that does
other fees and credits, Tiered or Basic Rates would
apply based on the ETP Holder’s qualifying levels.
5 Under this tier, an ETP Holder, including a
Market Maker, that (1) executes a CADV of Retail
Orders during the month that is 0.30% or more of
the U.S. CADV and (2) is affiliated with an OTP
Holder or OTP Firm that provides an ADV of
electronic posted Customer executions in Penny
Pilot issues on NYSE Arca Options (excluding mini
options) of at least 0.50% of total Customer equity
and ETF option ADV as reported by OCC receives
a credit of $0.0034 per share for its Retail Orders
that provide liquidity on the Exchange in Tape A,
B and C securities. For all other fees and credits,
Tiered or Basic Rates would apply based on the ETP
Holder’s qualifying levels.
6 Such written policies and procedures must
require the ETP Holder to (1) exercise due diligence
before entering a Retail Order to assure that entry
as a Retail Order is in compliance with the
requirements specified by the Exchange and (2)
monitor whether orders entered as Retail Orders
meet the applicable requirements. If the ETP Holder
represents Retail Orders from another broker-dealer
customer, the ETP Holder’s supervisory procedures
must be reasonably designed to ensure that the
orders it receives from such broker-dealer customer
that it designates as Retail Orders meet the
definition of a Retail Order. The ETP Holder must
(i) obtain an annual written representation, in a
form acceptable to the Exchange, from each brokerdealer customer that sends it orders to be
designated as Retail Orders that the entry of such
orders as Retail Orders will be in compliance with
the requirements specified by the Exchange, and (ii)
monitor whether its broker-dealer customer’s Retail
Order flow continues to meet the applicable
requirements.
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Agencies
[Federal Register Volume 78, Number 192 (Thursday, October 3, 2013)]
[Notices]
[Pages 61431-61433]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-24159]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70541; File No. SR-Phlx-2013-97]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change to the
Clearly Erroneous Rule
September 27, 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 September 26, 2013, NASDAQ OMX PHLX LLC (``Phlx'' or ``Exchange''),
filed with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I and II below, which Items
have been prepared by the Exchange. The Commission is publishing this
notice to solicit comments on the proposed rule change from interested
persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to extend the pilot period of recent
amendments to Rule 3312, concerning clearly erroneous transactions, so
that the pilot will now expire on April 8, 2014. The Exchange also
proposes to remove certain references to individual stock trading
pauses contained in Rule 3312(a)(2)(C)(iv).
The text of the proposed rule change is available from Phlx's Web
site at https://nasdaqomxphlx.cchwallstreet.com, at Phlx'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
On September 10, 2010, the Commission approved, for a pilot period
to end December 10, 2010, a proposed rule change submitted by The
NASDAQ Stock Market LLC, BATS Exchange, Inc., NASDAQ OMX BX, Inc.,
Chicago Board Options Exchange, Incorporated, Chicago Stock Exchange,
Inc., EDGA Exchange, Inc., EDGX Exchange, Inc., International
Securities Exchange LLC, New York Stock Exchange LLC, NYSE MKT LLC
(formerly, NYSE Amex LLC), NYSE Arca, Inc., and National Stock
Exchange, Inc., to amend certain of their respective rules to set forth
clearer standards and curtail discretion with respect to breaking
erroneous trades.\3\ The changes were adopted to address concerns that
the lack of clear guidelines for dealing with clearly erroneous
transactions may have added to the confusion and uncertainty faced by
investors on May 6, 2010. In connection with its resumption of trading
of NMS Stocks through PSX, the Exchange amended Rule 3312 to conform it
to the newly-adopted changes to the other exchanges' clearly erroneous
rules, so that it could participate in the pilot program.\4\ The pilot
program was extended several times since its adoption and is currently
set to expire on September 30, 2013.\5\ In its rule change that
extended the pilot program to September 30, 2013,\6\ the Exchange also
adopted a provision designed to address the operation of the National
Market System Plan to Address Extraordinary Market Volatility \7\ (the
``Limit Up-Limit Down Plan''). The Exchange believes the benefits to
market participants from the more objective clearly erroneous
executions rule should continue on a pilot basis through April 8, 2014,
which is one year following commencement of operations of the Limit Up-
Limit Down Plan. The Exchange believes that continuing the pilot during
this time will protect against any unanticipated consequences. Thus,
the Exchange
[[Page 61432]]
believes that the protections of the Clearly Erroneous Rule should
continue while the industry gains further experience operating the
Limit Up-Limit Down Plan.
---------------------------------------------------------------------------
\3\ Securities Exchange Act Release No. 62886 (September 10,
2010), 75 FR 56613 (September 16, 2010).
\4\ Securities Exchange Act Release No. 63023 (September 30,
2010), 75 FR 61802 (October 6, 2010) (SR-Phlx-2010-125).
\5\ Securities Exchange Act Release No. 68820 (February 1,
2013), 78 FR 9436 (February 8, 2013) (SR-Phlx-2013-12).
\6\ Id.
\7\ Securities Exchange Act Release No. 67091 (May 31, 2012), 77
FR 33498 (June 6, 2012); see also Rule 3312(g).
---------------------------------------------------------------------------
The Exchange also proposes to eliminate all references in Rule 3312
to individual stock trading pauses issued by a primary listing market.
Specifically, Rule 3312(a)(2)(C)(iv) provides specific rules to follow
with respect to review of an execution as potentially clearly erroneous
when there was an individual stock trading pause issued for that
security and the security is included in the S&P 500 Index, the Russell
1000 Index, or a pilot list of Exchange Traded Products (``Subject
Securities''). The stock trading pauses described in Rule
3312(a)(2)(C)(iv) are being phased out as securities become subject to
the Limit Up-Limit Down Plan pursuant to a phased implementation
schedule. The Limit Up-Limit Down Plan is already operational with
respect to all Subject Securities, and thus, the Exchange believes that
all references to individual stock trading pauses should be removed,
including all cross-references to Rule 3312(a)(2)(C)(iv) contained in
other portions of Rule 3312.\8\
---------------------------------------------------------------------------
\8\ The Exchange notes that certain Exchange Traded Products
(``ETPs'') are not yet subject to the Limit Up-Limit Down Plan.
Because such ETPs are not on the pilot list of securities, such ETPs
are not subject to Rule 3312(a)(2)(C)(iv). Securities Exchange Act
Release No. 65106 (August 11, 2011), 76 FR 51079 (August 17, 2011)
(SR-Phlx-2011-114) (notice of filing and immediate effectiveness to
amend the clearly erroneous rule to specify that Rule
3312(a)(2)(C)(iv) applies only to the current securities of the
Individual Stock Trading Pause pilot). Accordingly, the proposed
rule change does not change the status quo with respect to such
ETPs. As amended, all securities, including ETPs not subject to the
Limit Up-Limit Down Plan, will continue to be subject to Rule
3312(a)(2)(C)(i)-(iii).
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2. Statutory Basis
The statutory basis for the proposed rule change is Section 6(b)(5)
of the Securities Exchange Act of 1934 (the ``Act''),\9\ which requires
the rules of an exchange to promote just and equitable principles of
trade, 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 Exchange believes that the pilot
program promotes just and equitable principals of trade in that it
promotes transparency and uniformity across markets concerning review
of transactions as clearly erroneous. More specifically, the Exchange
believes that the extension of the pilot would help assure that the
determination of whether a clearly erroneous trade has occurred will be
based on clear and objective criteria, and that the resolution of the
incident will occur promptly through a transparent process. The
proposed rule change would also help assure consistent results in
handling erroneous trades across the U.S. markets, thus furthering fair
and orderly markets, the protection of investors and the public
interest. Although the Limit Up-Limit Down Plan will become fully
operational during the same time period as the proposed extended pilot,
the Exchange believes that maintaining the pilot will help to protect
against unanticipated consequences. To that end, the extension will
allow the Exchange to determine whether Rule 3312 is necessary once the
Limit Up-Limit Down Plan is fully operational and, if so, whether
improvements can be made. Finally, the elimination of references to
individual stock trading pauses will help to avoid confusion amongst
market participants, which is consistent with the Act. As described
above, individual stock trading pauses have been replaced by the Limit
Up-Limit Down Plan with respect to all Subject Securities.
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\9\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended. To
the contrary, the Exchange believes that the Financial Industry
Regulatory Authority and other national securities exchanges are also
filing similar proposals, and thus, that the proposal will help to
ensure consistency across market centers.
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 proposed rule change does not (i) Significantly affect
the protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days from the date on which it was filed, or such shorter time as the
Commission may designate if consistent with the protection of investors
and the public interest, the proposed rule change has become effective
pursuant to Section 19(b)(3)(A) of the Act \10\ and Rule 19b-
4(f)(6)(iii) thereunder.\11\
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\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 17 CFR 240.19b-4(f)(6)(iii). As required under Rule 19b-
4(f)(6)(iii), the Exchange provided the Commission with written
notice of its intent to file the proposed rule change, along with a
brief description and the text of the proposed rule change, at least
five business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission.
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The Exchange has asked the Commission to waive the 30-day operative
delay so that the proposal may become operative immediately upon
filing. The Commission believes that waiving the 30-day operative delay
is consistent with the protection of investors and the public interest,
as it will allow the pilot program to continue uninterrupted, thereby
avoiding investor confusion that could result from a temporary
interruption in the pilot program. For this reason, the Commission
designates the proposed rule change to be operative upon filing.\12\
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\12\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposal is
consistent with the Act. Comments may be submitted by any of the
following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml; or
Send an email to rule-comments@sec.gov. Please include
File Number SR-Phlx-2013-97 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-Phlx-2013-97. This file
number should be included on the subject line if email is used. To help
the Commission process and review your
[[Page 61433]]
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-Phlx-2013-97 and should be submitted on or before
October 24, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-24159 Filed 10-2-13; 8:45 am]
BILLING CODE 8011-01-P