Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to Rule 703A, 20269-20271 [2014-08120]
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tkelley on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 79, No. 70 / Friday, April 11, 2014 / Notices
trading the Shares. Trading in Shares of
the Fund will be halted under the
conditions specified in Nasdaq Rules
4120 and 4121 or because of market
conditions or for reasons that, in the
view of the Exchange, make trading in
the Shares inadvisable, and trading in
the Shares will be subject to Nasdaq
Rule 5735(d)(2)(D), which sets forth
circumstances under which Shares of
the Fund may be halted. In addition, as
noted above, investors will have ready
access to information regarding the
Fund’s holdings, the Intraday Indicative
Value, the Disclosed Portfolio, and
quotation and last sale information for
the Shares.
The proposed rule change is designed
to perfect the mechanism of a free and
open market and, in general, to protect
investors and the public interest in that
it will facilitate the listing and trading
of an additional type of activelymanaged exchange-traded product that
will enhance competition among market
participants, to the benefit of investors
and the marketplace. As noted above,
FINRA, on behalf of the Exchange, has
in place surveillance procedures
relating to trading in the Shares and will
communicate as needed regarding
trading in the Shares and other
exchange-traded securities and
instruments held by the Fund and the
Subsidiary with other markets and other
entities that are members of the ISG.
FINRA also may obtain trading
information regarding trading in the
Shares and other exchange-traded
securities and instruments held by the
Fund and the Subsidiary from such
markets and other entities. In addition,
the Exchange may obtain information
regarding trading in the Shares and
other exchange-traded securities and
instruments held by the Fund and the
Subsidiary from markets and other
entities that are members of ISG, which
includes securities and futures
exchanges, or with which the Exchange
has in place a comprehensive
surveillance sharing agreement.
Furthermore, as noted above, investors
will have ready access to information
regarding the Fund’s holdings, the
Intraday Indicative Value, the Disclosed
Portfolio, and quotation and last sale
information for the Shares.
For the above reasons, Nasdaq
believes the proposed rule change is
consistent with the requirements of
Section 6(b)(5) of the Act.
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 that is not
necessary or appropriate in furtherance
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of the purposes of the Act. The
Exchange believes that the proposed
rule change will facilitate the listing and
trading of an additional type of activelymanaged exchange-traded fund that will
enhance competition among market
participants, to the benefit of investors
and the marketplace.
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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the Exchange consents,
the Commission shall: (a) By order
approve or disapprove such proposed
rule change, or (b) institute proceedings
to determine whether the proposed rule
change should be 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–
NASDAQ–2014–027 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2014–027. 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
PO 00000
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Sfmt 4703
20269
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
available publicly. All submissions
should refer to File Number SR–
NASDAQ–2014–027, and should be
submitted on or before May 2, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.33
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–08127 Filed 4–10–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71884; File No. SR–ISE–
2014–22]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change Relating to Rule 703A
April 7, 2014.
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 4,
2014, the International Securities
Exchange, LLC (‘‘Exchange’’ or ‘‘ISE’’)
filed with the Securities and Exchange
Commission (the ‘‘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.
33 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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Federal Register / Vol. 79, No. 70 / Friday, April 11, 2014 / Notices
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The ISE proposes to extend a pilot
program under Rule 703A(d) that
suspends Rule 720 regarding obvious
errors during Limit and Straddle States
in securities that underlie options
traded on the ISE. The text of the
proposed rule change is available on the
Exchange’s Web site (https://
www.ise.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 these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization 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
tkelley on DSK3SPTVN1PROD with NOTICES
1. Purpose
On April 5, 2013,3 the Commission
approved a proposed rule change
designed to address certain issues
related to the Plan to Address
Extraordinary Market Volatility
Pursuant to Rule 608 of Regulation NMS
under the Act (the ‘‘Limit Up-Limit
Down Plan’’ or the ‘‘Plan’’).4 The rules
adopted in that filing established a one
year pilot program to exclude
transactions executed during a Limit
State 5 or Straddle State 6 from the
obvious error provisions of Rule 720.
The purpose of this filing is to extend
3 See Securities Exchange Act Release No. 69329
(April 5, 2013), 78 FR 21657 (April 11, 2014) (SR–
ISE–2013–22) (Approval Order); 69110 (March 11,
2013) 78 FR 16726 (March 18, 2013) (SR–ISE–2013–
22) (Notice of Filing).
4 See Securities Exchange Act Release No. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012) (the
‘‘Limit Up-Limit Down Release’’).
5 The term ‘‘Limit State’’ means the condition
when the national best bid or national best offer for
an underlying security equals an applicable price
band, as determined by the primary listing
exchange for the underlying security. See ISE Rule
703A.
6 The term ‘‘Straddle State’’ means the condition
when the national best bid or national best offer for
an underlying security is non-executable, as
determined by the primary listing exchange for the
underlying security, but the security is not in a
Limit State. See ISE Rule 703A.
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18:55 Apr 10, 2014
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the effectiveness of this pilot program to
coincide with the proposed extension of
the Limit Up-Limit Down Plan to
February 20, 2015.7
The Exchange believes the benefits to
market participants from this provision
should continue on a pilot basis. The
Exchange continues to believe that
adding certainty to the execution of
orders in Limit or Straddle States will
encourage market participants to
continue to provide liquidity to the
Exchange, and, thus, promote a fair and
orderly market during these periods.
Barring this provision, the obvious error
provisions of Rule 720 would likely
apply in many instances during Limit
and Straddle States. The Exchange
believes that continuing the pilot will
protect against any unanticipated
consequences in the options markets
during a Limit or Straddle State. Thus,
the Exchange believes that the
protections of current rule should
continue while the industry gains
further experience operating the Plan.
Pursuant to a letter filed in
connection with the order approving the
establishment of the pilot,8 the
Exchange committed to submit monthly
data regarding the program. In addition,
the Exchange agreed to submit an
overall analysis of the pilot in
conjunction with the data submitted
under the Plan and any other data as
requested by the Commission. The
Exchange now notes that each month,
the Exchange shall provide to the
Commission, and the public, a dataset
containing the data for each Straddle
and Limit State in optionable stocks that
had at least one trade on the Exchange.9
For each trade on the Exchange, the
Exchange will provide (a) the stock
symbol, option symbol, time at the start
of the Straddle or Limit State, an
indicator for whether it is a Straddle or
Limit State, and (b) for the trades on the
Exchange, the executed volume, timeweighted quoted bid-ask spread, timeweighted average quoted depth at the
bid, time-weighted average quoted
depth at the offer, high execution price,
low execution price, number of trades
for which a request for review for error
was received during Straddle and Limit
States, an indicator variable for whether
those options outlined above have a
7 See Exchange Act Release No. 71649 (March 5,
2014), 79 FR 13696 (March 11, 2014) (Seventh
Amendment to the Limit-Up Limit-Down Plan).
8 See letter from Michael Simon, General Counsel,
International Securities Exchange, LLC, dated April
4, 2013.
9 The Exchange also notes that it will be
supplying the Commission this data retroactively
from April 2013–March 2014 as soon as practicable.
The Exchange will also provide the Commission
with this data on a monthly basis from March 2014
through the end of the pilot.
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Sfmt 4703
price change exceeding 30% during the
underlying stock’s Limit or Straddle
State compared to the last available
option price as reported by OPRA before
the start of the Limit or Straddle State
(1 if observe 30% and 0 otherwise), and
another indicator variable for whether
the option price within five minutes of
the underlying stock leaving the Limit
or Straddle State (or halt if applicable)
is 30% away from the price before the
start of the Limit or Straddle State.
In addition, the Exchange will
provide to the Commission, no later
than September 30, 2014, assessments
relating to the impact of the operation
of the obvious error rules during Limit
and Straddle States including: (1) an
evaluation of the statistical and
economic impact of Limit and Straddle
States on liquidity and market quality in
the options markets, and (2) an
assessment of whether the lack of
obvious error rules in effect during the
Straddle and Limit States are
problematic. This data will be submitted
under separate cover. Confidential
treatment under the Freedom of
Information Act is requested regarding
the analysis.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with the
requirements of the Act and the rules
and regulations thereunder that are
applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6(b) of the
Act.10 In particular, the proposal is
consistent with Section 6(b)(5) of the
Act,11 because it is designed to promote
just and equitable principles of trade,
remove impediments to and perfect the
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest. Additionally, the
Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) 12 requirement that the rules of
an exchange not be designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers.
In particular, the Exchange further
believes that it is necessary and
appropriate in the interest of promoting
fair and orderly markets to exclude
transactions executed during a Limit or
Straddle State from certain aspects of
Rule 720. The Exchange believes the
application of the current rule will be
impracticable given the lack of a reliable
national best bid or offer in the options
market during Limit and Straddle
10 15
11 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
12 Id.
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Federal Register / Vol. 79, No. 70 / Friday, April 11, 2014 / Notices
States, and that the resulting actions
(i.e., nullified trades or adjusted prices)
may not be appropriate given market
conditions. Extension of this pilot
would ensure that limit orders that are
filled during a Limit or Straddle State
would have certainty of execution in a
manner that promotes just and equitable
principles of trade, removes
impediments to, and perfects the
mechanism of a free and open market
and a national market system. Thus, the
Exchange believes that the protections
of the pilot should continue while the
industry gains further experience
operating the Plan.
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 that is not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
the Exchange believes that, by extending
the expiration of the pilot, the proposed
rule change will allow for further
analysis of the pilot and a determination
of how the pilot shall be structured in
the future. In doing so, the proposed
rule change will also serve to promote
regulatory clarity and consistency,
thereby reducing burdens on the
marketplace and facilitating investor
protection. The Exchange further notes
that other options exchanges have filed
to extend their own obvious error pilots
to coincide with the proposed extension
of the Limit Up-Limit Down Plan.13
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
tkelley on DSK3SPTVN1PROD with NOTICES
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)
13 See
CBOE–2014–033.
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18:55 Apr 10, 2014
Jkt 232001
of the Act 14 and Rule 19b–4(f)(6)(iii)
thereunder.15
The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange stated that waiver
of this requirement will allow the
Exchange to extend the pilot program
prior to its expiration on April 8, 2014.
The Exchange also stated that the
proposal will allow for the least amount
of market disruption as the pilot will
continue as it currently does,
maintaining the status quo. For these
reasons, the Commission believes that
the proposed rule change presents no
novel issues and that waiver of the 30day operative delay is consistent with
the protection of investors and the
public interest. Therefore, the
Commission designates the proposed
rule change to be operative upon
filing.16
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–
ISE–2014–22 on the subject line.
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.
16 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).
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–ISE–2014–22. 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–ISE–
2014–22 and should be submitted on or
before May 2, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–08120 Filed 4–10–14; 8:45 am]
BILLING CODE 8011–01–P
14 15
15 17
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17 17
E:\FR\FM\11APN1.SGM
CFR 200.30–3(a)(12).
11APN1
Agencies
[Federal Register Volume 79, Number 70 (Friday, April 11, 2014)]
[Notices]
[Pages 20269-20271]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-08120]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71884; File No. SR-ISE-2014-22]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule
Change Relating to Rule 703A
April 7, 2014.
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 4, 2014, the International Securities Exchange, LLC
(``Exchange'' or ``ISE'') filed with the Securities and Exchange
Commission (the ``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.
---------------------------------------------------------------------------
[[Page 20270]]
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The ISE proposes to extend a pilot program under Rule 703A(d) that
suspends Rule 720 regarding obvious errors during Limit and Straddle
States in securities that underlie options traded on the ISE. The text
of the proposed rule change is available on the Exchange's Web site
(https://www.ise.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 these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
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 April 5, 2013,\3\ the Commission approved a proposed rule change
designed to address certain issues related to the Plan to Address
Extraordinary Market Volatility Pursuant to Rule 608 of Regulation NMS
under the Act (the ``Limit Up-Limit Down Plan'' or the ``Plan'').\4\
The rules adopted in that filing established a one year pilot program
to exclude transactions executed during a Limit State \5\ or Straddle
State \6\ from the obvious error provisions of Rule 720. The purpose of
this filing is to extend the effectiveness of this pilot program to
coincide with the proposed extension of the Limit Up-Limit Down Plan to
February 20, 2015.\7\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 69329 (April 5,
2013), 78 FR 21657 (April 11, 2014) (SR-ISE-2013-22) (Approval
Order); 69110 (March 11, 2013) 78 FR 16726 (March 18, 2013) (SR-ISE-
2013-22) (Notice of Filing).
\4\ See Securities Exchange Act Release No. 67091 (May 31,
2012), 77 FR 33498 (June 6, 2012) (the ``Limit Up-Limit Down
Release'').
\5\ The term ``Limit State'' means the condition when the
national best bid or national best offer for an underlying security
equals an applicable price band, as determined by the primary
listing exchange for the underlying security. See ISE Rule 703A.
\6\ The term ``Straddle State'' means the condition when the
national best bid or national best offer for an underlying security
is non-executable, as determined by the primary listing exchange for
the underlying security, but the security is not in a Limit State.
See ISE Rule 703A.
\7\ See Exchange Act Release No. 71649 (March 5, 2014), 79 FR
13696 (March 11, 2014) (Seventh Amendment to the Limit-Up Limit-Down
Plan).
---------------------------------------------------------------------------
The Exchange believes the benefits to market participants from this
provision should continue on a pilot basis. The Exchange continues to
believe that adding certainty to the execution of orders in Limit or
Straddle States will encourage market participants to continue to
provide liquidity to the Exchange, and, thus, promote a fair and
orderly market during these periods. Barring this provision, the
obvious error provisions of Rule 720 would likely apply in many
instances during Limit and Straddle States. The Exchange believes that
continuing the pilot will protect against any unanticipated
consequences in the options markets during a Limit or Straddle State.
Thus, the Exchange believes that the protections of current rule should
continue while the industry gains further experience operating the
Plan.
Pursuant to a letter filed in connection with the order approving
the establishment of the pilot,\8\ the Exchange committed to submit
monthly data regarding the program. In addition, the Exchange agreed to
submit an overall analysis of the pilot in conjunction with the data
submitted under the Plan and any other data as requested by the
Commission. The Exchange now notes that each month, the Exchange shall
provide to the Commission, and the public, a dataset containing the
data for each Straddle and Limit State in optionable stocks that had at
least one trade on the Exchange.\9\ For each trade on the Exchange, the
Exchange will provide (a) the stock symbol, option symbol, time at the
start of the Straddle or Limit State, an indicator for whether it is a
Straddle or Limit State, and (b) for the trades on the Exchange, the
executed volume, time-weighted quoted bid-ask spread, time-weighted
average quoted depth at the bid, time-weighted average quoted depth at
the offer, high execution price, low execution price, number of trades
for which a request for review for error was received during Straddle
and Limit States, an indicator variable for whether those options
outlined above have a price change exceeding 30% during the underlying
stock's Limit or Straddle State compared to the last available option
price as reported by OPRA before the start of the Limit or Straddle
State (1 if observe 30% and 0 otherwise), and another indicator
variable for whether the option price within five minutes of the
underlying stock leaving the Limit or Straddle State (or halt if
applicable) is 30% away from the price before the start of the Limit or
Straddle State.
---------------------------------------------------------------------------
\8\ See letter from Michael Simon, General Counsel,
International Securities Exchange, LLC, dated April 4, 2013.
\9\ The Exchange also notes that it will be supplying the
Commission this data retroactively from April 2013-March 2014 as
soon as practicable. The Exchange will also provide the Commission
with this data on a monthly basis from March 2014 through the end of
the pilot.
---------------------------------------------------------------------------
In addition, the Exchange will provide to the Commission, no later
than September 30, 2014, assessments relating to the impact of the
operation of the obvious error rules during Limit and Straddle States
including: (1) an evaluation of the statistical and economic impact of
Limit and Straddle States on liquidity and market quality in the
options markets, and (2) an assessment of whether the lack of obvious
error rules in effect during the Straddle and Limit States are
problematic. This data will be submitted under separate cover.
Confidential treatment under the Freedom of Information Act is
requested regarding the analysis.
2. Statutory Basis
The Exchange believes that its proposal is consistent with the
requirements of the Act and the rules and regulations thereunder that
are applicable to a national securities exchange, and, in particular,
with the requirements of Section 6(b) of the Act.\10\ In particular,
the proposal is consistent with Section 6(b)(5) of the Act,\11\ because
it is designed to promote just and equitable principles of trade,
remove impediments to and perfect the mechanisms of a free and open
market and a national market system and, in general, to protect
investors and the public interest. Additionally, the Exchange believes
the proposed rule change is consistent with the Section 6(b)(5) \12\
requirement that the rules of an exchange not be designed to permit
unfair discrimination between customers, issuers, brokers, or dealers.
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(5).
\12\ Id.
---------------------------------------------------------------------------
In particular, the Exchange further believes that it is necessary
and appropriate in the interest of promoting fair and orderly markets
to exclude transactions executed during a Limit or Straddle State from
certain aspects of Rule 720. The Exchange believes the application of
the current rule will be impracticable given the lack of a reliable
national best bid or offer in the options market during Limit and
Straddle
[[Page 20271]]
States, and that the resulting actions (i.e., nullified trades or
adjusted prices) may not be appropriate given market conditions.
Extension of this pilot would ensure that limit orders that are filled
during a Limit or Straddle State would have certainty of execution in a
manner that promotes just and equitable principles of trade, removes
impediments to, and perfects the mechanism of a free and open market
and a national market system. Thus, the Exchange believes that the
protections of the pilot should continue while the industry gains
further experience operating the Plan.
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 that is not necessary or appropriate
in furtherance of the purposes of the Act. Specifically, the Exchange
believes that, by extending the expiration of the pilot, the proposed
rule change will allow for further analysis of the pilot and a
determination of how the pilot shall be structured in the future. In
doing so, the proposed rule change will also serve to promote
regulatory clarity and consistency, thereby reducing burdens on the
marketplace and facilitating investor protection. The Exchange further
notes that other options exchanges have filed to extend their own
obvious error pilots to coincide with the proposed extension of the
Limit Up-Limit Down Plan.\13\
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\13\ See CBOE-2014-033.
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
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 \14\ and Rule 19b-
4(f)(6)(iii) thereunder.\15\
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 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 Exchange stated that waiver of this requirement will allow
the Exchange to extend the pilot program prior to its expiration on
April 8, 2014. The Exchange also stated that the proposal will allow
for the least amount of market disruption as the pilot will continue as
it currently does, maintaining the status quo. For these reasons, the
Commission believes that the proposed rule change presents no novel
issues and that waiver of the 30-day operative delay is consistent with
the protection of investors and the public interest. Therefore, the
Commission designates the proposed rule change to be operative upon
filing.\16\
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\16\ 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. 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-ISE-2014-22 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-ISE-2014-22. 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-ISE-2014-22 and should be
submitted on or before May 2, 2014.
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\17\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-08120 Filed 4-10-14; 8:45 am]
BILLING CODE 8011-01-P