Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to NOM Market Maker Requirements, 52086-52089 [2014-20702]
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52086
Federal Register / Vol. 79, No. 169 / Tuesday, September 2, 2014 / Notices
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSE–2014–43 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.
mstockstill on DSK4VPTVN1PROD with NOTICES
All submissions should refer to File
Number SR–NYSE–2014–43. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
publicly available. All submissions
should refer to File Number SR–NYSE–
2014–43 and should be submitted on or
before September 23, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority. 45
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–20703 Filed 8–29–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72920; File No. SR–
NASDAQ–2014–084]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
NOM Market Maker Requirements
August 26, 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 August
21, 2014, The NASDAQ Stock Market
LLC (‘‘NASDAQ’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
the proposed rule change as described
in Items I, II, and III 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 to amend Chapter
VII (Market Participants) at Section 6
(Market Maker Quotations) on The
NASDAQ Options Market (‘‘NOM’’),
NASDAQ’s facility for executing and
routing standardized equity and index
options.
The text of the proposed rule change
is set forth below. Proposed new
language is italicized; proposed
deletions are in brackets.
*
*
*
*
*
Chapter VII
*
*
CFR 200.30–3(a)(12).
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*
*
Sec. 6 Market Maker Quotations
(a)–(c) No change.
(d) Continuous Quotes. A Market
Maker must enter continuous bids and
offers for the options to which it is
registered, as follows:
i. On a daily basis, a Market Maker
must during regular market hours make
markets consistent with the applicable
quoting requirements specified in these
rules, on a continuous basis [in at least
sixty percent (60%) of the series] in
options in which the Market Maker is
registered.
(1) To satisfy this requirement [with
respect to quoting a series], a Market
Maker must quote [such series 90]60%
of the trading day (as a percentage of the
total number of minutes in such trading
day) or such higher percentage as
1 15
45 17
*
Market Participants
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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Nasdaq may announce in advance.
Nasdaq Regulation may consider
exceptions to the requirement to quote
[90]60% (or higher) of the trading day
based on demonstrated legal or
regulatory requirements or other
mitigating circumstances. This
obligation will apply to all of a Market
Maker’s registered options collectively
to all appointed issues, rather than on
an option-by-option basis. Compliance
with this obligation will be determined
on a monthly basis. However,
determining compliance with the
continuous quoting requirement on a
monthly basis does not relieve a Market
Maker of the obligation to provide
continuous two-sided quotes on a daily
basis, nor will it prohibit the Exchange
from taking disciplinary action against
a Market Maker for failing to meet the
continuous quoting obligation each
trading day.
(2) and (3) No change.
ii.–iii. No change.
(e) No change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to amend quoting obligations
applicable to NOM Market Makers.
Currently, Chapter VII, Section 6(d)
provides that on a daily basis, a Market
Maker must during regular market hours
make markets consistent with the
applicable quoting requirements
specified in these rules, on a continuous
basis in at least sixty percent (60%) of
the series in options in which the
Market Maker is registered. It further
provides that, to satisfy this requirement
with respect to quoting a series, a
Market Maker must quote such series
90% of the trading day (as a percentage
of the total number of minutes in such
trading day) or such higher percentage
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Federal Register / Vol. 79, No. 169 / Tuesday, September 2, 2014 / Notices
as the Exchange may announce in
advance. Nasdaq Regulation may
consider exceptions to the requirement
to quote 90% (or higher) of the trading
day based on demonstrated legal or
regulatory requirements or other
mitigating circumstances.
The Exchange proposes to better align
its Market Maker quoting requirement
with that of NASDAQ OMX BX, Inc.
(‘‘BX’’). BX recently amended its market
maker quoting requirements in a similar
manner.3 Specifically, the Exchange
proposes to reduce the quoting
requirement for NOM Market Makers as
follows: A Market Maker must quote
such options 60% of the trading day (as
a percentage of the total number of
minutes in such trading day) or such
higher percentage as NOM may
announce in advance. Nasdaq
Regulation may consider exceptions to
the requirement to quote 60% (or
higher) of the trading day based on
demonstrated legal or regulatory
requirements or other mitigating
circumstances. This obligation will
apply to all of a Market Maker’s
registered options collectively, rather
than on an option-by-option basis.
Compliance with this obligation will be
determined on a monthly basis. This is
the same requirement as on BX.4
The Exchange believes that this is
appropriate for two reasons. First, the
Exchange’s current Market Maker
quoting requirement is much more
stringent than BX.5 Quoting each series
90% of the trading day is much more
stringent than looking at all options in
which a Market Maker is registered,
because it allows for some number of
series not to be quoted at all, as long as
the overall standard is met. This better
accommodates the occasional issues
that may arise in a particular series,
whether technical or manual. The
existing requirement may at times
discourage liquidity in particular
options series because a Market Maker
is forced to focus on a momentary lapse
rather than using the appropriate
resources to focus on the options series
that need and consume additional
liquidity. The Exchange believes that it
can better attract Market Makers to
NOM and grow its market if its quoting
obligation is more in line with that of
other exchanges.
The Exchange believes that the
amendments to Section 6(d)(i)(1) of
Chapter VII, which would allow
applying the quoting requirements for
Market Makers collectively across all
options classes, is a fair and more
3 See
4 See
BX Rules at Chapter VII, Section 6.
BX Rules at Chapter VII, Section 6.
5 Id.
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efficient way for the Exchange and
market participants to evaluate
compliance with the continuous quoting
requirements. Applying the continuous
quoting requirement collectively across
all option classes rather than on an
issue-by-issue basis is beneficial to
Market Makers by providing some
flexibility to choose which series in
their appointed classes they will
continuously quote—increasing the
continuous quoting obligation in the
series of one class to allow for a
decrease in the continuous quoting
obligation in the series of another class.
This flexibility does not, however,
diminish the Market Maker’s obligation
to continuously quote a significant part
of the trading day in a significant
percentage of series. Flexibility is
important for classes that have relatively
few series and may prevent the Market
Maker, in particular, from breaching the
continuous quoting requirement when
failing to meet the specified quote
amount during the trading day (as
proposed) in more than one series in an
appointed class. Nasdaq Regulation may
consider exceptions to the requirement
to quote 60% (or higher) of the trading
day based on demonstrated legal or
regulatory requirements or other
mitigating circumstances. This quoting
obligation will apply to all of a Market
Maker’s registered options collectively
on a daily basis, rather than on an
option-by-option basis. This quoting
obligation will be reviewed on a
monthly basis, and allows the Exchange
to review the Market Makers’ daily
compliance in the aggregate and
determine the appropriate disciplinary
action for single or multiple failures to
comply with the continuous quoting
requirement during the month period.
However, determining compliance with
the continuous quoting requirement on
a monthly basis does not relieve a
Market Maker of the obligation to
provide continuous two-sided quotes on
a daily basis, nor will it prohibit the
Exchange from taking disciplinary
action against a Market Maker for failing
to meet the continuous quoting
obligation each trading day. This is the
same requirement as on other options
exchanges.6
The Exchange believes that the
proposal will not diminish, and in fact
may increase, market making activity on
the Exchange, by establishing quoting
compliance standards that are
reasonable and are already in place on
other options exchanges. By amending
Section 6 of Chapter VII to state that
quoting obligations apply to a Market
6 See NYSE Arca Rule 6.37B(c) and NYSE MKT
Rule 925.1NY(c).
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52087
Maker’s appointed issues collectively,
this proposal is similar to that of other
options markets and puts the Exchange
on an equal competitive footing.7
Moreover, as discussed the Exchange
believes that the proposal may increase
market making activity on the Exchange
by establishing quoting compliance
standards that are reasonable and
already in place on other options
exchanges.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 8 in general, and furthers the
objectives of Section 6(b)(5) of the Act 9
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, 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. NOM operates in an
intensely competitive environment and
seeks to offer the same services that its
competitors offer and in which its
customers find value.
The Exchange believes that requiring
NOM Market Makers to provide
continuous two-sided quotations 60% of
the trading day (as a percentage of the
total number of minutes in such trading
day) or such higher percentage as the
Exchange may announce in advance
continues to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in facilitating transactions in securities.
Further, the Exchange would apply the
propose rule change to all of a Market
Maker’s registered options collectively
to all appointed issues, rather than on
an option-by-option basis and
compliance with this obligation will be
determined on a monthly basis.
The proposal supports the quality of
the Exchange’s market by helping to
ensure that Market Makers will continue
to be obligated to quote in series when
necessary. Ultimately, the benefit the
proposed rule change confers upon
Market Makers is offset by the
continued responsibilities to provide
significant liquidity to the market to the
benefit of market participants. While
under the proposal there are quoting
requirements changes, the Exchange
7 The proposed rule text is, as noted, similar in
all material respects to BX Rules at Chapter VII,
Section 6.
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(5).
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does not believe that these changes
reduce the overall obligations applicable
to Market Makers.10 Moreover, the
Exchange believes that the proposal may
increase market making activity on the
Exchange and the quality of the
Exchange’s market by establishing
quoting compliance standards that are
reasonable and already in place on other
options exchanges.11
The proposed rule change also
protects investors and the public
interest by creating more uniformity and
consistency among the Exchange’s rules
related to NOM Market Maker quoting
obligations. Providing Market Makers
with flexibility by providing the
continuous quoting obligation
collectively across all option classes
will not diminish the Market Makers’
obligation to continuously quote a
significant part of the trading day in a
significant percentage of series.
Additionally, with respect to
compliance standards, the Exchange
believes that adopting the proposed
standards will enhance compliance
efforts by Market Makers and the
Exchange, and are consistent with
requirements currently in place on
BX.12 The proposal ensures that
compliance standards for continuous
quoting, in particular regarding quoting
obligations applying to all of a Market
Maker’s appointed issues collectively,
will be the same on the Exchange as on
other options exchanges. The Exchange
believes that the proposal will not
diminish and in fact may increase,
market making activity on the Exchange
by establishing quoting compliance
standards that are reasonable and
already in place on other options
exchanges.
BX’s recent rule proposal lowered the
BX Market Maker’s obligations in the
same manner as proposed herein. BX
also heightened its requirements 13 with
10 In this respect, the Exchange notes that such
Market Makers are subject to many obligations aside
from quoting, including, for example, the obligation
to maintain a fair and orderly market in their
appointed classes, and the obligation to conduct the
opening and enter continuous quotations in all of
the series of their appointed options classes within
maximum spread requirements.
11 See BX Rules at Chapter VII, Section 6.
12 Id.
13 A BX LMM must provide continuous two-sided
quotations throughout the trading day in its
appointed issues for 90% of the time the Exchange
is open for trading in each issue. Such quotations
must meet the legal quote width requirements.
These obligations will apply to all of the LMMs
appointed issues collectively, rather than on an
option-by-option basis. Compliance with this
obligation will be determined on a monthly basis.
BX Regulation may consider exceptions to the
requirement to quote 90% (or higher) of the trading
day based on demonstrated legal or regulatory
requirements or other mitigating circumstances.
However, determining compliance with the
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respect to Lead Market Makers (‘‘LMM’’)
because LMM’s were also being offered
certain participation entitlements 14 that
are not offered BX Market Markers that
were not LMMs. In that filing, BX
reasoned, ‘‘[t]he Exchange believes that
offering LMMs participation
entitlements promotes just and
equitable principles of trade because
LMMs will be held to a higher standard
as compared to other market
participants including Market Makers. A
Market Maker would be required,
pursuant to this proposal, to quote 60%
of the trading day. LMMs are being held
to a higher obligation and therefore are
being rewarded with participation
entitlements. Similar to Market Makers,
LMMs add value through continuous
quoting and the commitment of
capital.’’ 15 Further, ‘‘[a]ccordingly, the
proposed rule change supports the
quality of the Exchange’s trading
markets by helping to ensure that LMMs
will be required to meet a higher
quoting standard in order to reap the
benefits of the participation
entitlements.’’ 16 The Exchange is not
offering NOM Market Makers such
participation entitlements as BX offers
its LMMs.
Finally, the Exchange believes that
subjecting NOM Market Makers to the
same requirements as those offered on
other exchanges removes impediments
to and allows for a free and open
market. NOM Market Makers would
have the same requirements as BX
Options Market Makers.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
Market Makers will be subject to
quoting obligations which are similar to
those at BX.17 The Exchange would
apply to all of a Market Maker’s
registered options collectively to all
appointed issues, rather than on an
option-by-option basis and compliance
with this obligation will be determined
on a monthly basis. Further, the
Exchange believes that because this
continuous quoting requirement on a monthly basis
does not relieve an LMM of the obligation to
provide continuous two-sided quotes on a daily
basis, nor will it prohibit the Exchange from taking
disciplinary action against an LMM for failing to
meet the continuous quoting obligation each trading
day.
14 See BX Rules at Chapter VI, Section 10 for
LMM participation entitlements.
15 See Securities Exchange Act Release No. 72883
(August 20, 2014), 79 FR 50971 (August 26, 2014)
(SR–BX–2014–035).
16 Id.
17 See BX Rules at Chapter VII, Section 6.
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proposal establishes quoting compliance
standards that are already in place on
other options exchanges, the proposal
will not diminish, and in fact may
increase, market making activity on the
Exchange and thereby enhance
intermarket competition. Moreover, the
proposed rule change will not impose
any burden on intramarket competition
because it will affect all Market Makers
the same.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 18 and
subparagraph (f)(6) of Rule 19b–4
thereunder.19
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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) 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. The
Exchange has provided the Commission
written notice of its intent to file the
proposed rule change, along with a brief
description and text of the proposed
rule change, at least five business days
prior to the date of filing of the
proposed rule change
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:
18 15
19 17
E:\FR\FM\02SEN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
02SEN1
Federal Register / Vol. 79, No. 169 / Tuesday, September 2, 2014 / Notices
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2014–084 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.
mstockstill on DSK4VPTVN1PROD with NOTICES
All submissions should refer to File
Number SR–NASDAQ–2014–084. 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–2014–084 and
should be submitted on or before
September 23, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–20702 Filed 8–29–14; 8:45 am]
BILLING CODE 8011–01–P
20 17
CFR 200.30–3(a)(12).
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72914; File No. SR–NSX–
2014–16]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Amend
Rule 15.5 To Provide Additional Clarity
and Precision, Correct Certain
Citations, and Align the Rule With the
Rules of Other Exchanges With
Respect to the Original and Continued
Listing Standards for Issuers’
Compensation Committees
August 26, 2014.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Exchange Act’’ or ‘‘Act’’) 1 and Rule
19b–4 thereunder,2 notice is hereby
given that on August 12, 2014, National
Stock Exchange, Inc. (‘‘NSX®’’ or the
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change, as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comment on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange is proposing to amend
Rule 15.5 to conform with the
provisions of Section 957 of the DoddFrank Wall Street Reform and Consumer
Protection Act of 2010 (the ‘‘Dodd-Frank
Act’’),3 Section 10C of the Exchange
Act,4 and Rule 10C–1 promulgated
pursuant thereto.5
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nsx.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
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
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Public Law 111–203, 124 Stat. 1900 (2010).
4 15 U.S.C. 78j–3.
5 17 CFR 229.407 and 17 CFR 240.10C–1.
2 17
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52089
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant parts of such
statements.6
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange is proposing to amend
Chapter XV, ‘‘Listed Securities and
Other Exchange Products,’’ and
specifically Rule 15.5, entitled ‘‘Other
Listing Standards’’ to conform with
Section 10C of the Exchange Act, as
added by Section 952 of the Dodd-Frank
Act. Section 10C requires the
Commission to direct national securities
exchanges and national securities
associations to prohibit, with certain
exceptions, the listing of any equity
security of an issuer that does not
comply with the Compensation
Committee and compensation adviser
requirements of Section 10C.7
Specifically, Section 10C(a)(1) of the Act
requires the Commission to adopt rules
directing exchanges to prohibit the
listing of any equity security of an
issuer, with certain exceptions, that
does not comply with the requirements
of Section 10C with respect to
Compensation Committees and
compensation adviser requirements.8
The Exchange adopted rules to align
with the requirements of Section 10C of
the Act and Rule 10C–1 thereunder in
October 2012.9 The proposed
amendments in the instant filing operate
to provide further clarity and precision
and correct certain citations, and align
with the rules of other exchanges, with
respect to the provisions of Rule
15.5(d)(5) that govern a listed issuer’s
Compensation Committee. The rule
proposal also adds new text to the
6 The Exchange notes that, as of the close of
business on May 30, 2014, it ceased trading
operations on its trading system. See Exchange Act
Release No. 72107 (May 6, 2014), 79 FR 27017 (May
12, 2014) (SR–NSX–2014–14). The Exchange
continues to be registered as a national securities
exchange under Section 6 of the Exchange Act, and
continues to retain its status as a self-regulatory
organization. Prior to NSX ceasing trading
operations, there were no NSX-listed securities and
all securities traded on NSX on the basis of Unlisted
Trading Privileges.
7 See Exchange Act Sections 10C(a) and (f).
8 Five categories of issuers are excluded from this
requirement: Controlled companies, limited
partnerships, companies in bankruptcy
proceedings, open-end management investment
companies registered under the Investment
Company Act of 1940 (the ‘‘Investment Company
Act’’), and foreign private issuers that disclose in
their annual reports the reasons why they do not
have an independent compensation committee.
9 See Exchange Act Release No. 68039 (October
11, 2012), 77 FR 63914 (October 17, 2012) (SR–
NSX–2012–15).
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Agencies
[Federal Register Volume 79, Number 169 (Tuesday, September 2, 2014)]
[Notices]
[Pages 52086-52089]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-20702]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-72920; File No. SR-NASDAQ-2014-084]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Relating to NOM Market Maker Requirements
August 26, 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 August 21, 2014, The NASDAQ Stock Market LLC (``NASDAQ'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``Commission'') the proposed rule change as described in
Items I, II, and III 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.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
NASDAQ proposes to amend Chapter VII (Market Participants) at
Section 6 (Market Maker Quotations) on The NASDAQ Options Market
(``NOM''), NASDAQ's facility for executing and routing standardized
equity and index options.
The text of the proposed rule change is set forth below. Proposed
new language is italicized; proposed deletions are in brackets.
* * * * *
Chapter VII Market Participants
* * * * *
Sec. 6 Market Maker Quotations
(a)-(c) No change.
(d) Continuous Quotes. A Market Maker must enter continuous bids
and offers for the options to which it is registered, as follows:
i. On a daily basis, a Market Maker must during regular market
hours make markets consistent with the applicable quoting requirements
specified in these rules, on a continuous basis [in at least sixty
percent (60%) of the series] in options in which the Market Maker is
registered.
(1) To satisfy this requirement [with respect to quoting a series],
a Market Maker must quote [such series 90]60% of the trading day (as a
percentage of the total number of minutes in such trading day) or such
higher percentage as Nasdaq may announce in advance. Nasdaq Regulation
may consider exceptions to the requirement to quote [90]60% (or higher)
of the trading day based on demonstrated legal or regulatory
requirements or other mitigating circumstances. This obligation will
apply to all of a Market Maker's registered options collectively to all
appointed issues, rather than on an option-by-option basis. Compliance
with this obligation will be determined on a monthly basis. However,
determining compliance with the continuous quoting requirement on a
monthly basis does not relieve a Market Maker of the obligation to
provide continuous two-sided quotes on a daily basis, nor will it
prohibit the Exchange from taking disciplinary action against a Market
Maker for failing to meet the continuous quoting obligation each
trading day.
(2) and (3) No change.
ii.-iii. No change.
(e) No change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to amend quoting
obligations applicable to NOM Market Makers. Currently, Chapter VII,
Section 6(d) provides that on a daily basis, a Market Maker must during
regular market hours make markets consistent with the applicable
quoting requirements specified in these rules, on a continuous basis in
at least sixty percent (60%) of the series in options in which the
Market Maker is registered. It further provides that, to satisfy this
requirement with respect to quoting a series, a Market Maker must quote
such series 90% of the trading day (as a percentage of the total number
of minutes in such trading day) or such higher percentage
[[Page 52087]]
as the Exchange may announce in advance. Nasdaq Regulation may consider
exceptions to the requirement to quote 90% (or higher) of the trading
day based on demonstrated legal or regulatory requirements or other
mitigating circumstances.
The Exchange proposes to better align its Market Maker quoting
requirement with that of NASDAQ OMX BX, Inc. (``BX''). BX recently
amended its market maker quoting requirements in a similar manner.\3\
Specifically, the Exchange proposes to reduce the quoting requirement
for NOM Market Makers as follows: A Market Maker must quote such
options 60% of the trading day (as a percentage of the total number of
minutes in such trading day) or such higher percentage as NOM may
announce in advance. Nasdaq Regulation may consider exceptions to the
requirement to quote 60% (or higher) of the trading day based on
demonstrated legal or regulatory requirements or other mitigating
circumstances. This obligation will apply to all of a Market Maker's
registered options collectively, rather than on an option-by-option
basis. Compliance with this obligation will be determined on a monthly
basis. This is the same requirement as on BX.\4\
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\3\ See BX Rules at Chapter VII, Section 6.
\4\ See BX Rules at Chapter VII, Section 6.
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The Exchange believes that this is appropriate for two reasons.
First, the Exchange's current Market Maker quoting requirement is much
more stringent than BX.\5\ Quoting each series 90% of the trading day
is much more stringent than looking at all options in which a Market
Maker is registered, because it allows for some number of series not to
be quoted at all, as long as the overall standard is met. This better
accommodates the occasional issues that may arise in a particular
series, whether technical or manual. The existing requirement may at
times discourage liquidity in particular options series because a
Market Maker is forced to focus on a momentary lapse rather than using
the appropriate resources to focus on the options series that need and
consume additional liquidity. The Exchange believes that it can better
attract Market Makers to NOM and grow its market if its quoting
obligation is more in line with that of other exchanges.
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\5\ Id.
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The Exchange believes that the amendments to Section 6(d)(i)(1) of
Chapter VII, which would allow applying the quoting requirements for
Market Makers collectively across all options classes, is a fair and
more efficient way for the Exchange and market participants to evaluate
compliance with the continuous quoting requirements. Applying the
continuous quoting requirement collectively across all option classes
rather than on an issue-by-issue basis is beneficial to Market Makers
by providing some flexibility to choose which series in their appointed
classes they will continuously quote--increasing the continuous quoting
obligation in the series of one class to allow for a decrease in the
continuous quoting obligation in the series of another class. This
flexibility does not, however, diminish the Market Maker's obligation
to continuously quote a significant part of the trading day in a
significant percentage of series. Flexibility is important for classes
that have relatively few series and may prevent the Market Maker, in
particular, from breaching the continuous quoting requirement when
failing to meet the specified quote amount during the trading day (as
proposed) in more than one series in an appointed class. Nasdaq
Regulation may consider exceptions to the requirement to quote 60% (or
higher) of the trading day based on demonstrated legal or regulatory
requirements or other mitigating circumstances. This quoting obligation
will apply to all of a Market Maker's registered options collectively
on a daily basis, rather than on an option-by-option basis. This
quoting obligation will be reviewed on a monthly basis, and allows the
Exchange to review the Market Makers' daily compliance in the aggregate
and determine the appropriate disciplinary action for single or
multiple failures to comply with the continuous quoting requirement
during the month period. However, determining compliance with the
continuous quoting requirement on a monthly basis does not relieve a
Market Maker of the obligation to provide continuous two-sided quotes
on a daily basis, nor will it prohibit the Exchange from taking
disciplinary action against a Market Maker for failing to meet the
continuous quoting obligation each trading day. This is the same
requirement as on other options exchanges.\6\
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\6\ See NYSE Arca Rule 6.37B(c) and NYSE MKT Rule 925.1NY(c).
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The Exchange believes that the proposal will not diminish, and in
fact may increase, market making activity on the Exchange, by
establishing quoting compliance standards that are reasonable and are
already in place on other options exchanges. By amending Section 6 of
Chapter VII to state that quoting obligations apply to a Market Maker's
appointed issues collectively, this proposal is similar to that of
other options markets and puts the Exchange on an equal competitive
footing.\7\ Moreover, as discussed the Exchange believes that the
proposal may increase market making activity on the Exchange by
establishing quoting compliance standards that are reasonable and
already in place on other options exchanges.
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\7\ The proposed rule text is, as noted, similar in all material
respects to BX Rules at Chapter VII, Section 6.
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \8\ in general, and furthers the objectives of Section
6(b)(5) of the Act \9\ in particular, in that it is designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in facilitating transactions in securities, 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. NOM operates in an intensely
competitive environment and seeks to offer the same services that its
competitors offer and in which its customers find value.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that requiring NOM Market Makers to provide
continuous two-sided quotations 60% of the trading day (as a percentage
of the total number of minutes in such trading day) or such higher
percentage as the Exchange may announce in advance continues to promote
just and equitable principles of trade, to foster cooperation and
coordination with persons engaged in facilitating transactions in
securities. Further, the Exchange would apply the propose rule change
to all of a Market Maker's registered options collectively to all
appointed issues, rather than on an option-by-option basis and
compliance with this obligation will be determined on a monthly basis.
The proposal supports the quality of the Exchange's market by
helping to ensure that Market Makers will continue to be obligated to
quote in series when necessary. Ultimately, the benefit the proposed
rule change confers upon Market Makers is offset by the continued
responsibilities to provide significant liquidity to the market to the
benefit of market participants. While under the proposal there are
quoting requirements changes, the Exchange
[[Page 52088]]
does not believe that these changes reduce the overall obligations
applicable to Market Makers.\10\ Moreover, the Exchange believes that
the proposal may increase market making activity on the Exchange and
the quality of the Exchange's market by establishing quoting compliance
standards that are reasonable and already in place on other options
exchanges.\11\
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\10\ In this respect, the Exchange notes that such Market Makers
are subject to many obligations aside from quoting, including, for
example, the obligation to maintain a fair and orderly market in
their appointed classes, and the obligation to conduct the opening
and enter continuous quotations in all of the series of their
appointed options classes within maximum spread requirements.
\11\ See BX Rules at Chapter VII, Section 6.
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The proposed rule change also protects investors and the public
interest by creating more uniformity and consistency among the
Exchange's rules related to NOM Market Maker quoting obligations.
Providing Market Makers with flexibility by providing the continuous
quoting obligation collectively across all option classes will not
diminish the Market Makers' obligation to continuously quote a
significant part of the trading day in a significant percentage of
series. Additionally, with respect to compliance standards, the
Exchange believes that adopting the proposed standards will enhance
compliance efforts by Market Makers and the Exchange, and are
consistent with requirements currently in place on BX.\12\ The proposal
ensures that compliance standards for continuous quoting, in particular
regarding quoting obligations applying to all of a Market Maker's
appointed issues collectively, will be the same on the Exchange as on
other options exchanges. The Exchange believes that the proposal will
not diminish and in fact may increase, market making activity on the
Exchange by establishing quoting compliance standards that are
reasonable and already in place on other options exchanges.
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\12\ Id.
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BX's recent rule proposal lowered the BX Market Maker's obligations
in the same manner as proposed herein. BX also heightened its
requirements \13\ with respect to Lead Market Makers (``LMM'') because
LMM's were also being offered certain participation entitlements \14\
that are not offered BX Market Markers that were not LMMs. In that
filing, BX reasoned, ``[t]he Exchange believes that offering LMMs
participation entitlements promotes just and equitable principles of
trade because LMMs will be held to a higher standard as compared to
other market participants including Market Makers. A Market Maker would
be required, pursuant to this proposal, to quote 60% of the trading
day. LMMs are being held to a higher obligation and therefore are being
rewarded with participation entitlements. Similar to Market Makers,
LMMs add value through continuous quoting and the commitment of
capital.'' \15\ Further, ``[a]ccordingly, the proposed rule change
supports the quality of the Exchange's trading markets by helping to
ensure that LMMs will be required to meet a higher quoting standard in
order to reap the benefits of the participation entitlements.'' \16\
The Exchange is not offering NOM Market Makers such participation
entitlements as BX offers its LMMs.
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\13\ A BX LMM must provide continuous two-sided quotations
throughout the trading day in its appointed issues for 90% of the
time the Exchange is open for trading in each issue. Such quotations
must meet the legal quote width requirements. These obligations will
apply to all of the LMMs appointed issues collectively, rather than
on an option-by-option basis. Compliance with this obligation will
be determined on a monthly basis. BX Regulation may consider
exceptions to the requirement to quote 90% (or higher) of the
trading day based on demonstrated legal or regulatory requirements
or other mitigating circumstances. However, determining compliance
with the continuous quoting requirement on a monthly basis does not
relieve an LMM of the obligation to provide continuous two-sided
quotes on a daily basis, nor will it prohibit the Exchange from
taking disciplinary action against an LMM for failing to meet the
continuous quoting obligation each trading day.
\14\ See BX Rules at Chapter VI, Section 10 for LMM
participation entitlements.
\15\ See Securities Exchange Act Release No. 72883 (August 20,
2014), 79 FR 50971 (August 26, 2014) (SR-BX-2014-035).
\16\ Id.
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Finally, the Exchange believes that subjecting NOM Market Makers to
the same requirements as those offered on other exchanges removes
impediments to and allows for a free and open market. NOM Market Makers
would have the same requirements as BX Options Market Makers.
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act. Market Makers will be subject to quoting obligations which are
similar to those at BX.\17\ The Exchange would apply to all of a Market
Maker's registered options collectively to all appointed issues, rather
than on an option-by-option basis and compliance with this obligation
will be determined on a monthly basis. Further, the Exchange believes
that because this proposal establishes quoting compliance standards
that are already in place on other options exchanges, the proposal will
not diminish, and in fact may increase, market making activity on the
Exchange and thereby enhance intermarket competition. Moreover, the
proposed rule change will not impose any burden on intramarket
competition because it will affect all Market Makers the same.
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\17\ See BX Rules at Chapter VII, Section 6.
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \18\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\19\
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\18\ 15 U.S.C. 78s(b)(3)(A).
\19\ 17 CFR 240.19b-4(f)(6).
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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: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) 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. The Exchange has
provided the Commission written notice of its intent to file the
proposed rule change, along with a brief description and text of the
proposed rule change, at least five business days prior to the date of
filing of the proposed rule change
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:
[[Page 52089]]
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-2014-084 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-2014-084. 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-2014-084 and
should be submitted on or before September 23, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
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\20\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-20702 Filed 8-29-14; 8:45 am]
BILLING CODE 8011-01-P