Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing of Proposed Rule Change Relating to Proposed Changes To Remove From the Exchange Rules Fee Provisions Regarding Re-Transmission of “Third-Party Data”, 23389-23391 [2014-09528]
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Federal Register / Vol. 79, No. 81 / Monday, April 28, 2014 / Notices
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission will hold a Closed Meeting
on Thursday, May 1, 2014 at 2:00 p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or her designee, has
certified that, in her opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(3), (5), (7), 9(B) and (10)
and 17 CFR 200.402(a)(3), (5), (7), 9(ii)
and (10), permit consideration of the
scheduled matter at the Closed Meeting.
Commissioner Stein, as duty officer,
voted to consider the items listed for the
Closed Meeting in closed session.
The subject matter of the Closed
Meeting will be:
Institution and settlement of
injunctive actions;
institution and settlement of
administrative proceedings;
adjudicatory matters;
an opinion; and
other matters relating to enforcement
proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact the Office of the Secretary at
(202) 551–5400.
Dated: April 24, 2014.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–09744 Filed 4–24–14; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
tkelley on DSK3SPTVN1PROD with NOTICES
[Release No. 34–71990; File No. SR–
NASDAQ–2014–034]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing of Proposed Rule Change
Relating to Proposed Changes To
Remove From the Exchange Rules Fee
Provisions Regarding ReTransmission of ‘‘Third-Party Data’’
April 22, 2014.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
VerDate Mar<15>2010
17:06 Apr 25, 2014
Jkt 232001
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on April 7,
2014, The NASDAQ Stock Market LLC
(‘‘Nasdaq’’ or the ‘‘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 NASDAQ. 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 proposes changes to remove
from the Exchange rules fee provisions
with respect to re-transmission of
‘‘Third-Party Data’’ that NASDAQ
receives from multiple sources and then
re-transmits via multiple channels.
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.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
Nasdaq 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. Nasdaq 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
NASDAQ receives Third-Party Data
from multiple national securities
exchanges at its Co-Location facility
located in Carteret, New Jersey. It then
re-transmits that data for a fee to clients
located in the Co-Location facility. The
fee for such Third-Party Data varies by
delivery method (with lower prices for
data received via fiber-optic
transmission and higher prices for
wireless transmission) required
bandwidth (lower bandwidth data
requirements have lower fees) and our
costs (redistribution fees charged by
originating party, network costs, etc.).
NASDAQ has routinely filed proposed
rule changes seeking approval to receive
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00073
Fmt 4703
Sfmt 4703
23389
such data and to assess fees for offering
it to Co-Location clients; and the
Commission has routinely approved or
accepted such rule changes since 2008.
NASDAQ believes that Third-Party
Data is not a facility of the Exchange
within the meaning of the Act, and that
previous proposed rule changes with
respect to such Third-Party Data were
unnecessary under the Act. Congress
enacted the Exchange Act to impose
federal regulation on stock exchanges,
and included in its definition of
‘‘exchange’’ ‘‘the market facilities
maintained by such exchange.’’ 3 The
Exchange Act separately defines
‘‘facility,’’ providing that ‘‘[t]he term
‘facility’ when used with respect to an
exchange includes [1] its premises, [2]
tangible or intangible property whether
on the premises or not, [3] any right to
the use of such premises or property or
any service thereof for the purpose of
effecting or reporting a transaction on an
exchange (including among other
things, any system of communication to
or from the exchange, by ticker or
otherwise, maintained by or with the
consent of the exchange), and [4] any
right of the exchange to the use of any
property or service.’’ Id. The
Commission has not separately
interpreted the definition of ‘‘facility.’’ 4
Third Party Data does not satisfy any
of the four prongs set forth in the
statutory definition of ‘‘facility.’’ First, it
is not the ‘‘premises’’ of the Nasdaq
Exchange. The term ‘‘premises’’ is
generally understood to refer to a
building, its land, and appurtenances.
Second, the Third Party Data is not
tangible or intangible property of the
Nasdaq Exchange. Indeed, the Exchange
has no ownership interest in the Third
Party Data at all. Rather, NASDAQ
merely redistributes the Third Party
Data as one of many vendors of the
Third Party Data. Third, the Third Party
Data is not used on the Nasdaq
Exchange’s premises ‘‘for the purpose of
effecting or reporting a transaction’’ on
a NASDAQ exchange.5 Fourth,
NASDAQ, in its capacity as an
exchange, does not hold any right to use
the Third Party Data other than as a
consumer of that data for which it pays
all applicable fees.
Market data created by and emanating
from NASDAQ’s execution systems is
currently considered a facility of the
3 15
U.S.C. 78c(a)(1).
Exchange Act Release No. 26708, at
4 n. 28 (1989) (recognizing that the definition of the
term ‘‘facility’’ has not changed since it was
originally adopted and that no hearing testimony
referred to it because ‘‘the Committee felt that the
definition was ‘self-explanatory’ ’’) (citation
omitted).
5 15 U.S.C. 78c(a)(2).
4 Securities
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Federal Register / Vol. 79, No. 81 / Monday, April 28, 2014 / Notices
Exchange. Likewise, the NASDAQ
execution system and NASDAQprovided means of access to the
execution system are facilities of the
Exchange, providing the Commission’s
basis for requiring proposed rule
changes regarding the NASDAQ CoLocation facility. Additionally,
NASDAQ would agree that Third-Party
Data is currently considered a facility of
the national securities exchange that
produces it (i.e., data produced by the
BATS Exchange is a facility of BATS
and data produced by Direct Edge is a
facility of Direct Edge). Conversely,
NASDAQ-produced data would not
become a facility of another exchange
that chooses to redistribute NASDAQ
data (which is currently the case).
There is no Commission precedent for
considering a facility of one exchange to
be a facility of an unrelated exchange.
For example, when NASDAQ separated
from NASD, the Commission was asked
to determine whether TRF LLC, which
would operate NASD’s Trade Reporting
Facility, was a facility of NASD or the
Nasdaq Exchange, which together
owned TRF LLC.6 The Nasdaq Exchange
was to be ‘‘primarily responsible for the
management of the TRF LLC’s business
affairs,’’ and all ‘‘profits and losses from
the TRF LLC [were] allocated to
NASDAQ.’’ Id. at 15; see also id. at 18
(‘‘[T]he Nasdaq Exchange’s parent
company controls the board of the TRF
LLC, directs all business decisions,
provides technology, and will reap the
economic benefits of the TRF LLC.’’).
Nevertheless, the Commission
concluded that the TRF LLC was a
facility of NASD, not the Nasdaq
Exchange, because the ‘‘Trade Reporting
Facility is not a service ‘for the purpose
of effecting or reporting a transaction’
on the Nasdaq Exchange.’’ Id. at 18. The
TRF LLC was instead ‘‘a service for the
purpose of reporting transactions to the
NASD.’’ Id.
Similarly, the Commission concluded
that the ACES System, ‘‘a neutral
communications service that allows
NASDAQ members and non-members to
route orders to one another,’’ is not a
facility of the NASDAQ Exchange.7 The
Commission deemed it significant that
the ACES System does not route orders
to NASDAQ and does not report
executed trades on the Exchange. Id.
The Commission emphasized that,
because the ACES System is ‘‘not linked
to the Exchange’s core systems,
including the NASDAQ Market Center,’’
it ‘‘is not possible for an order to be
6 Securities Exchange Act Release No. 54084
(June 30, 2006).
7 Securities Exchange Act Release No. 56237
(August 9, 2007).
VerDate Mar<15>2010
17:06 Apr 25, 2014
Jkt 232001
routed to the NASDAQ Market Center
via the ACES system.’’ Id. Accordingly,
the Commission concluded that ACES
does not have ‘‘the purpose of effecting
or reporting a transaction on an
exchange’’ within the meaning of the
Exchange Act. Id. The Commission has
also permitted NASDAQ to remove from
its rule book fees related to the Mutual
Fund Quotation Service and the
NASDAQ Index Dissemination Service,
both of which disseminated market data
not properly considered ‘‘facilities’’ of
NASDAQ within the meaning of the
Exchange Act.8
Given the plain language of the
Exchange Act and the above-referenced
precedents, there is no basis in the Act
for determining that a market data
facility of one exchange is converted
into a facility of a different exchange
that receives and redistributes it. Rather,
the act of one exchange making
available the data from a different, thirdparty exchange is better viewed as a
market data vendor function. This is
true for multiple reasons. First, the
receiving exchange, in this case
NASDAQ, is not an exclusive processor
of such data, unlike the data that
NASDAQ produces. Second, ThirdParty Data does not provide access or
order entry capability to NASDAQ’s
execution system; nor does it carry
information from or about executions
within the NASDAQ execution system.
Third, NASDAQ receives Third-Party
Data via an arms-length agreement and
it has no inherent advantage over any
other recipient of such data, unlike
NASDAQ data. Moreover, Third-Party
Data is available via multiple sources
both inside and out of the NASDAQ CoLocation facility. It is a completely
voluntary product in that NASDAQ
makes it available on a voluntary basis,
and NASDAQ’s Co-Location clients
purchase it from NASDAQ (or another
vendor) only if they voluntarily choose
to do so. For all of these reasons,
NASDAQ believes that its Third-Party
Data service is not a facility of a national
securities exchange within the meaning
of the Act and that it is not required
under Section 19(b)(1) of the Act 9 and
Rule 19b–4 thereunder 10 to file rules
regarding the applicable charges.
2. Statutory Basis
Nasdaq believes that the Third Party
Data is not a facility of a national
securities exchange within the meaning
8 See Securities Exchange Act Release No. 58392
(August 20, 2008) (removing MFQS from rule book);
Securities Exchange Act Release No. 58897
(November 3, 2008) (removing NIDS from rule
book).
9 15 U.S.C. 78s(b)(1).
10 17 CFR 240.19b–4.
PO 00000
Frm 00074
Fmt 4703
Sfmt 4703
of the Act and the terms of this service
are not rules that must be filed with the
Commission under Section 19(b)(1) of
the Act 11 and Rule 19b–4 thereunder.12
Therefore, removing the applicable
provisions from the NASDAQ rule book
would be consistent with the provisions
of Section 6(b) of the Act.13
NASDAQ’s proposal to remove Third
Party Data from the rule manual is also
consistent with the Exchange Act
insofar as it will have no impact on
NASDAQ’s or its members’ compliance
with Regulation NMS or other
applicable regulations and rules. First,
NASDAQ has no obligation under the
Exchange Act, either as an exchange or
a vendor, to offer Third Party Data to
NASDAQ members. Having chosen to
offer such data and to do so on nondiscriminatory terms imposes no
continuing obligation to do so. Second,
even assuming NASDAQ did have an
obligation to make Third Party Data
Available, it will continue to do so in
the same manner if [sic] does now.
Therefore, to the extent NASDAQ
members utilize Third Party Data
provided by NASDAQ, that use will be
uninterrupted. Third, there are multiple
vendors of Third Party Data, many of
whom are not subject to Commission
oversight. Some of these prominent
competitors are TMX Atrium, NYSE/
SFTI, Interactive Data, BT Radianz as
well as many others. Members
attempting to comply with Regulation
NMS have many alternatives for
obtaining Third Party Data, including
NASDAQ.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASDAQ 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, NASDAQ believes that
this proposed rule change removing
from the NASDAQ rule manual a
service improperly included, promotes
competition by removing an
impediment to NASDAQ’s competition
with unregulated market data providers
with which NASDAQ competes for
these services. Removing barriers to
competition has the potential to
promote innovation, reduce prices, and
increase efficiency.
11 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
13 15 U.S.C. 78f(b).
12 17
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Federal Register / Vol. 79, No. 81 / Monday, April 28, 2014 / Notices
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
up to 90 days of such date (i) as the
Commission may designate 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.
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–2014–034 on the subject line.
tkelley on DSK3SPTVN1PROD with NOTICES
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–2014–034. 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
17:06 Apr 25, 2014
Jkt 232001
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–09528 Filed 4–25–14; 8:45 am]
BILLING CODE 8011–01–P
IV. Solicitation of Comments
VerDate Mar<15>2010
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 Nasdaq. 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–2014–034 and should be
submitted on or before May 19, 2014.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71989; File No. SR–NYSE–
2014–21]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Deleting NYSE
Rule 343 and Its Interpretation to
Harmonize the NYSE’s Rules with
Changes by Financial Industry
Regulatory Authority, Inc. to Amend
the Uniform Branch Office Registration
Form
April 22, 2014.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on April 11,
2014, New York Stock Exchange LLC
(‘‘NYSE’’ 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 self-regulatory organization. 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 delete
NYSE Rule 343 and its interpretation to
14 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
PO 00000
Frm 00075
Fmt 4703
Sfmt 4703
23391
harmonize the NYSE’s rules with
changes by Financial Industry
Regulatory Authority, Inc. (‘‘FINRA’’) to
amend the Uniform Branch Office
Registration Form (‘‘Form BR’’). 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.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to delete
NYSE Rule 343 and its interpretation to
harmonize the NYSE’s rules with
changes by FINRA to Form BR.
Background
On July 30, 2007, FINRA’s
predecessor, the National Association of
Securities Dealers, Inc. (‘‘NASD’’), and
NYSE Regulation, Inc. (‘‘NYSER’’)
consolidated their member firm
regulation operations into a combined
organization, FINRA. Pursuant to Rule
17d–2 under the Act, the Exchange,
NYSER and FINRA entered into an
agreement (the ‘‘Agreement’’) to reduce
regulatory duplication for their
members by allocating to FINRA certain
regulatory responsibilities for NYSE
rules and rule interpretations (‘‘FINRA
Incorporated NYSE Rules’’). NYSE MKT
LLC (‘‘NYSE MKT’’) became a party to
the Agreement effective December 15,
2008.
As part of its effort to reduce
regulatory duplication and relieve firms
that are members of FINRA, the
Exchange, and NYSE MKT of conflicting
or unnecessary regulatory burdens,
FINRA is now engaged in the process of
reviewing and amending the NASD and
FINRA Incorporated NYSE Rules in
order to create a consolidated FINRA
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Agencies
[Federal Register Volume 79, Number 81 (Monday, April 28, 2014)]
[Notices]
[Pages 23389-23391]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-09528]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71990; File No. SR-NASDAQ-2014-034]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing of Proposed Rule Change Relating to Proposed Changes
To Remove From the Exchange Rules Fee Provisions Regarding Re-
Transmission of ``Third-Party Data''
April 22, 2014.
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 April 7, 2014, The NASDAQ Stock Market LLC (``Nasdaq'' or the
``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 NASDAQ. 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
NASDAQ proposes changes to remove from the Exchange rules fee
provisions with respect to re-transmission of ``Third-Party Data'' that
NASDAQ receives from multiple sources and then re-transmits via
multiple channels.
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.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, Nasdaq 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. Nasdaq 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
NASDAQ receives Third-Party Data from multiple national securities
exchanges at its Co-Location facility located in Carteret, New Jersey.
It then re-transmits that data for a fee to clients located in the Co-
Location facility. The fee for such Third-Party Data varies by delivery
method (with lower prices for data received via fiber-optic
transmission and higher prices for wireless transmission) required
bandwidth (lower bandwidth data requirements have lower fees) and our
costs (redistribution fees charged by originating party, network costs,
etc.). NASDAQ has routinely filed proposed rule changes seeking
approval to receive such data and to assess fees for offering it to Co-
Location clients; and the Commission has routinely approved or accepted
such rule changes since 2008.
NASDAQ believes that Third-Party Data is not a facility of the
Exchange within the meaning of the Act, and that previous proposed rule
changes with respect to such Third-Party Data were unnecessary under
the Act. Congress enacted the Exchange Act to impose federal regulation
on stock exchanges, and included in its definition of ``exchange''
``the market facilities maintained by such exchange.'' \3\ The Exchange
Act separately defines ``facility,'' providing that ``[t]he term
`facility' when used with respect to an exchange includes [1] its
premises, [2] tangible or intangible property whether on the premises
or not, [3] any right to the use of such premises or property or any
service thereof for the purpose of effecting or reporting a transaction
on an exchange (including among other things, any system of
communication to or from the exchange, by ticker or otherwise,
maintained by or with the consent of the exchange), and [4] any right
of the exchange to the use of any property or service.'' Id. The
Commission has not separately interpreted the definition of
``facility.'' \4\
---------------------------------------------------------------------------
\3\ 15 U.S.C. 78c(a)(1).
\4\ Securities Exchange Act Release No. 26708, at 4 n. 28 (1989)
(recognizing that the definition of the term ``facility'' has not
changed since it was originally adopted and that no hearing
testimony referred to it because ``the Committee felt that the
definition was `self-explanatory' '') (citation omitted).
---------------------------------------------------------------------------
Third Party Data does not satisfy any of the four prongs set forth
in the statutory definition of ``facility.'' First, it is not the
``premises'' of the Nasdaq Exchange. The term ``premises'' is generally
understood to refer to a building, its land, and appurtenances. Second,
the Third Party Data is not tangible or intangible property of the
Nasdaq Exchange. Indeed, the Exchange has no ownership interest in the
Third Party Data at all. Rather, NASDAQ merely redistributes the Third
Party Data as one of many vendors of the Third Party Data. Third, the
Third Party Data is not used on the Nasdaq Exchange's premises ``for
the purpose of effecting or reporting a transaction'' on a NASDAQ
exchange.\5\ Fourth, NASDAQ, in its capacity as an exchange, does not
hold any right to use the Third Party Data other than as a consumer of
that data for which it pays all applicable fees.
---------------------------------------------------------------------------
\5\ 15 U.S.C. 78c(a)(2).
---------------------------------------------------------------------------
Market data created by and emanating from NASDAQ's execution
systems is currently considered a facility of the
[[Page 23390]]
Exchange. Likewise, the NASDAQ execution system and NASDAQ-provided
means of access to the execution system are facilities of the Exchange,
providing the Commission's basis for requiring proposed rule changes
regarding the NASDAQ Co-Location facility. Additionally, NASDAQ would
agree that Third-Party Data is currently considered a facility of the
national securities exchange that produces it (i.e., data produced by
the BATS Exchange is a facility of BATS and data produced by Direct
Edge is a facility of Direct Edge). Conversely, NASDAQ-produced data
would not become a facility of another exchange that chooses to
redistribute NASDAQ data (which is currently the case).
There is no Commission precedent for considering a facility of one
exchange to be a facility of an unrelated exchange. For example, when
NASDAQ separated from NASD, the Commission was asked to determine
whether TRF LLC, which would operate NASD's Trade Reporting Facility,
was a facility of NASD or the Nasdaq Exchange, which together owned TRF
LLC.\6\ The Nasdaq Exchange was to be ``primarily responsible for the
management of the TRF LLC's business affairs,'' and all ``profits and
losses from the TRF LLC [were] allocated to NASDAQ.'' Id. at 15; see
also id. at 18 (``[T]he Nasdaq Exchange's parent company controls the
board of the TRF LLC, directs all business decisions, provides
technology, and will reap the economic benefits of the TRF LLC.'').
Nevertheless, the Commission concluded that the TRF LLC was a facility
of NASD, not the Nasdaq Exchange, because the ``Trade Reporting
Facility is not a service `for the purpose of effecting or reporting a
transaction' on the Nasdaq Exchange.'' Id. at 18. The TRF LLC was
instead ``a service for the purpose of reporting transactions to the
NASD.'' Id.
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\6\ Securities Exchange Act Release No. 54084 (June 30, 2006).
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Similarly, the Commission concluded that the ACES System, ``a
neutral communications service that allows NASDAQ members and non-
members to route orders to one another,'' is not a facility of the
NASDAQ Exchange.\7\ The Commission deemed it significant that the ACES
System does not route orders to NASDAQ and does not report executed
trades on the Exchange. Id. The Commission emphasized that, because the
ACES System is ``not linked to the Exchange's core systems, including
the NASDAQ Market Center,'' it ``is not possible for an order to be
routed to the NASDAQ Market Center via the ACES system.'' Id.
Accordingly, the Commission concluded that ACES does not have ``the
purpose of effecting or reporting a transaction on an exchange'' within
the meaning of the Exchange Act. Id. The Commission has also permitted
NASDAQ to remove from its rule book fees related to the Mutual Fund
Quotation Service and the NASDAQ Index Dissemination Service, both of
which disseminated market data not properly considered ``facilities''
of NASDAQ within the meaning of the Exchange Act.\8\
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\7\ Securities Exchange Act Release No. 56237 (August 9, 2007).
\8\ See Securities Exchange Act Release No. 58392 (August 20,
2008) (removing MFQS from rule book); Securities Exchange Act
Release No. 58897 (November 3, 2008) (removing NIDS from rule book).
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Given the plain language of the Exchange Act and the above-
referenced precedents, there is no basis in the Act for determining
that a market data facility of one exchange is converted into a
facility of a different exchange that receives and redistributes it.
Rather, the act of one exchange making available the data from a
different, third-party exchange is better viewed as a market data
vendor function. This is true for multiple reasons. First, the
receiving exchange, in this case NASDAQ, is not an exclusive processor
of such data, unlike the data that NASDAQ produces. Second, Third-Party
Data does not provide access or order entry capability to NASDAQ's
execution system; nor does it carry information from or about
executions within the NASDAQ execution system. Third, NASDAQ receives
Third-Party Data via an arms-length agreement and it has no inherent
advantage over any other recipient of such data, unlike NASDAQ data.
Moreover, Third-Party Data is available via multiple sources both
inside and out of the NASDAQ Co-Location facility. It is a completely
voluntary product in that NASDAQ makes it available on a voluntary
basis, and NASDAQ's Co-Location clients purchase it from NASDAQ (or
another vendor) only if they voluntarily choose to do so. For all of
these reasons, NASDAQ believes that its Third-Party Data service is not
a facility of a national securities exchange within the meaning of the
Act and that it is not required under Section 19(b)(1) of the Act \9\
and Rule 19b-4 thereunder \10\ to file rules regarding the applicable
charges.
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\9\ 15 U.S.C. 78s(b)(1).
\10\ 17 CFR 240.19b-4.
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2. Statutory Basis
Nasdaq believes that the Third Party Data is not a facility of a
national securities exchange within the meaning of the Act and the
terms of this service are not rules that must be filed with the
Commission under Section 19(b)(1) of the Act \11\ and Rule 19b-4
thereunder.\12\ Therefore, removing the applicable provisions from the
NASDAQ rule book would be consistent with the provisions of Section
6(b) of the Act.\13\
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\11\ 15 U.S.C. 78s(b)(1).
\12\ 17 CFR 240.19b-4.
\13\ 15 U.S.C. 78f(b).
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NASDAQ's proposal to remove Third Party Data from the rule manual
is also consistent with the Exchange Act insofar as it will have no
impact on NASDAQ's or its members' compliance with Regulation NMS or
other applicable regulations and rules. First, NASDAQ has no obligation
under the Exchange Act, either as an exchange or a vendor, to offer
Third Party Data to NASDAQ members. Having chosen to offer such data
and to do so on non-discriminatory terms imposes no continuing
obligation to do so. Second, even assuming NASDAQ did have an
obligation to make Third Party Data Available, it will continue to do
so in the same manner if [sic] does now. Therefore, to the extent
NASDAQ members utilize Third Party Data provided by NASDAQ, that use
will be uninterrupted. Third, there are multiple vendors of Third Party
Data, many of whom are not subject to Commission oversight. Some of
these prominent competitors are TMX Atrium, NYSE/SFTI, Interactive
Data, BT Radianz as well as many others. Members attempting to comply
with Regulation NMS have many alternatives for obtaining Third Party
Data, including NASDAQ.
B. Self-Regulatory Organization's Statement on Burden on Competition
NASDAQ 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,
NASDAQ believes that this proposed rule change removing from the NASDAQ
rule manual a service improperly included, promotes competition by
removing an impediment to NASDAQ's competition with unregulated market
data providers with which NASDAQ competes for these services. Removing
barriers to competition has the potential to promote innovation, reduce
prices, and increase efficiency.
[[Page 23391]]
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 up to 90 days of such
date (i) as the Commission may designate 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-2014-034 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-2014-034. 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 Nasdaq. 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-2014-034 and should
be submitted on or before May 19, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-09528 Filed 4-25-14; 8:45 am]
BILLING CODE 8011-01-P