Self-Regulatory Organizations; Boston Stock Exchange Clearing Corporation; Notice of Filing of Proposed Rule Change To Amend the Amended and Restated Certificate of Incorporation and By-Laws of The NASDAQ OMX Group, Inc., 57624-57626 [2014-22782]
Download as PDF
57624
Federal Register / Vol. 79, No. 186 / Thursday, September 25, 2014 / Notices
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 CHX. 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–CHX–
2014–15 and should be submitted on or
before October 16, 2014.
Exchange Clearing Corporation
(‘‘BSECC’’) 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 BSECC. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
BSECC is filing this proposed rule
change with respect to amendments of
the Amended and Restated Certificate of
Incorporation (the ‘‘Charter’’) and ByLaws (the ‘‘By-Laws’’) of its parent
corporation, The NASDAQ OMX Group,
Inc. (‘‘NASDAQ OMX’’ or the
‘‘Company’’). The proposed
amendments will be implemented on a
date designated by NASDAQ OMX
following approval by the Commission.
The text of the proposed rule change is
available on BSECC’s Web site at https://
nasdaqomxbx.cchwallstreet.com, at the
principal office of BSECC, and at the
Commission’s Public Reference Room.
BILLING CODE 8011–01–P
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
BSECC 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. BSECC has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
SECURITIES AND EXCHANGE
COMMISSION
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.112
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–22787 Filed 9–24–14; 8:45 am]
[Release No. 34–73144; File No. SR–
BSECC–2014–001]
Self-Regulatory Organizations; Boston
Stock Exchange Clearing Corporation;
Notice of Filing of Proposed Rule
Change To Amend the Amended and
Restated Certificate of Incorporation
and By-Laws of The NASDAQ OMX
Group, Inc.
mstockstill on DSK4VPTVN1PROD with NOTICES
September 19, 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
September 10, 2014, Boston Stock
112 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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1. Purpose
NASDAQ OMX is proposing to make
certain amendments to its Charter and
By-Laws.
(i) Background
Article Fourth, Paragraph C of
NASDAQ OMX’s Charter includes a
voting limitation that generally
prohibits a stockholder from voting
shares beneficially owned, directly or
indirectly, by such stockholder in
excess of 5% of the then-outstanding
shares of capital stock of NASDAQ
OMX entitled to vote as of the record
date in respect of any matter. Pursuant
to Article Fourth, Paragraph C(6) of the
Charter, NASDAQ OMX’s Board may
grant exemptions to this limitation prior
to the time a stockholder beneficially
PO 00000
Frm 00122
Fmt 4703
Sfmt 4703
owns more than 5% of the outstanding
shares of stock entitled to vote on the
election of a majority of directors at
such time. NASDAQ OMX’s Board has
never granted an exemption to the 5%
voting limitation and has no current
plans to do so. However, in the event
the Board decides to grant such an
exemption in the future, Article Fourth,
Paragraph C(6) of the Charter and
Section 12.5 of the By-Laws limit the
Board’s authority to grant the
exemption. These provisions, which are
intended to be substantively identical,
currently contain some language
differences. Following discussions with
the SEC staff,3 NASDAQ OMX proposes
the amendments described below to the
Charter and By-Laws to conform these
provisions and remove any ambiguity
that may exist because of the current
language differences.
(ii) Proposed Amendments to Charter
First, unlike the Charter, the By-Laws
state that for so long as NASDAQ OMX
shall control, directly or indirectly, any
self-regulatory subsidiary, a resolution
of the Board to approve an exemption
for any person under Article Fourth,
Paragraph C(6) of the Charter shall not
be permitted to become effective until
such resolution has been filed with and
approved by the SEC under Section 19
of the Act. NASDAQ OMX proposes that
this requirement be added to the Charter
and that ‘‘self-regulatory subsidiary,’’
which is currently not a defined term in
the Charter, be defined as any
subsidiary of NASDAQ OMX that is a
‘‘self-regulatory organization’’ as
defined under Section 3(a)(26) of the
Act.4 At present, this defined term
would include NASDAQ, BX and Phlx,
which are national securities exchanges,
and BSECC and SCCP, which are
registered clearing agencies that are both
currently dormant.
Second, both the Charter and the ByLaws state that the Board may not
approve an exemption to the 5% voting
limitation for: (i) a registered broker or
dealer or an affiliate thereof or (ii) an
individual or entity that is subject to a
statutory disqualification under Section
3(a)(39) of the Act. The By-Laws include
a further proviso stating that, for these
purposes, an ‘‘affiliate’’ shall not be
deemed to include an entity that either
owns 10% or less of the equity of a
3 See Securities Exchange Act Release No. 71353
(January 17, 2014), 79 FR 4209 (January 24, 2014)
(SR–BSECC–2013–001, SR–BX–2013–057, SR–
NASDAQ–2013–148, SR–Phlx–2013–115, SR–
SCCP–2013–01), at note 14.
4 Under Section 3(a)(26) of the Act, a ‘‘selfregulatory organization’’ is ‘‘any national securities
exchange, registered securities association, or
registered clearing agency . . .’’ 15 U.S.C.
78c(a)(26).
E:\FR\FM\25SEN1.SGM
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Federal Register / Vol. 79, No. 186 / Thursday, September 25, 2014 / Notices
broker or dealer, or receives 1% or less
of its consolidated gross revenues from
a broker or dealer. This proviso, which
is not currently included in the Charter,
allows NASDAQ OMX’s Board to grant
exemptions to the 5% voting limitation
for entities that either own 10% or less
of the equity of a broker or dealer, or
receive 1% or less of their consolidated
gross revenues from a broker or dealer.
NASDAQ OMX proposes that this
proviso be added to the Charter to
ensure consistency between the Charter
and By-Laws.
Third, both the Charter and By-Laws
require the Board to make certain
determinations prior to granting an
exemption to the 5% voting limitation.
Regarding the first of these
determinations, the Charter states that
the Board must determine that granting
such an exemption would not
reasonably be expected to diminish the
quality of, or public confidence in,
NASDAQ OMX or The NASDAQ Stock
Market LLC or the other operations of
NASDAQ OMX and its subsidiaries, on
the ability to prevent fraudulent and
manipulative acts and practices and on
investors and the public. The By-Laws
include similar language, but state that
the Board must make this determination
with respect to NASDAQ OMX or its
self-regulatory-subsidiaries. Because the
term ‘‘self-regulatory subsidiary’’
includes The NASDAQ Stock Market
LLC but also includes other entities,
NASDAQ OMX proposes that the
provisions be made fully consistent by
amending the Charter to refer to
NASDAQ OMX or the self-regulatory
subsidiaries, and to define the term
‘‘self-regulatory subsidiary’’ as
described above.
Fourth, unlike the Charter, the ByLaws further provide that prior to
granting an exemption from the 5%
voting limitation, the Board must also
determine that granting the exemption
would promote the prompt and accurate
clearance and settlement of securities
transactions (and to the extent
applicable, derivative agreements,
contracts and transactions), assure the
safeguarding of securities and funds in
the custody or control of the selfregulatory subsidiaries that are clearing
agencies or securities and funds for
which they are responsible, foster
cooperation and coordination with
persons engaged in the clearance and
settlement of securities transactions,
and remove impediments to and perfect
the mechanism of a national system for
the prompt and accurate clearance and
settlement of securities transactions.
NASDAQ OMX proposes that this
language be added to the Charter.
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17:25 Sep 24, 2014
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Finally, NASDAQ OMX proposes that
Article Fourth, Paragraph C(6) of the
Charter be amended to correct a crossreference to subparagraph 6(b), which
no longer exists.
(iii) Proposed Amendments to the ByLaws
NASDAQ OMX also proposes
amendments to NASDAQ OMX’s ByLaws to further conform the Charter and
By-Law provisions discussed above.
Specifically, the proposed amendment
to Article I(s) revises the definition of
‘‘self-regulatory subsidiary’’ in the ByLaws to refer to any subsidiary of
NASDAQ OMX that is a self-regulatory
organization as defined under Section
3(a)(26) of the Act, rather than list
specific subsidiaries that would fall
within this category. This revised
definition, which is the same definition
of ‘‘self-regulatory subsidiary’’ proposed
for purposes of the Charter as described
above, will capture NASDAQ OMX’s
current self-regulatory subsidiaries as
well as any subsidiaries that in the
future meet the definition of ‘‘selfregulatory organization’’ under the Act.
Consequently, such future selfregulatory subsidiaries will
automatically be subject to the By-Law
provisions relating to these subsidiaries
without NASDAQ OMX having to take
formal action to amend the By-Laws to
include them.
The proposed By-Law amendments
also include the correction of a
typographical error in Article I and
minor edits to Section 12.5 to conform
the language regarding the 5% voting
limitation to the language in the
analogous provision of the Charter.
2. Statutory Basis
BSECC believes that its proposal is
consistent with Section 17A(b)(3)(C) of
the Act,5 in that it assures a fair
representation of shareholders and
participants in the selection of directors
and administration of its affairs. While
the proposals relate to the
organizational documents of NASDAQ
OMX, rather than BSECC, BSECC is
indirectly owned by NASDAQ OMX,
and therefore, NASDAQ OMX’s
stockholders have an indirect stake in
BSECC. In addition, the participants in
BSECC, to the extent any exist, could
purchase stock in NASDAQ OMX in the
open market, just like any other
stockholder. The proposals ensure that
NASDAQ OMX stockholders have
clarity about the existing voting
limitation in NASDAQ OMX’s Charter
and By-Laws. As a result, BSECC
believes that the proposals assure a fair
5 15
PO 00000
U.S.C. 78q–1(b)(3)(C).
Frm 00123
Fmt 4703
Sfmt 4703
57625
representation of NASDAQ OMX’s
stockholders in the selection of directors
and administration of NASDAQ OMX’s
affairs, as well as the affairs of BSECC.
Specifically, NASDAQ OMX is
proposing changes to its Charter and ByLaws to conform the provisions in each
document relating to the procedures by
which NASDAQ OMX’s Board may
grant an exemption to the prohibition
on any NASDAQ OMX stockholder
voting shares in excess of 5% of the
Company’s then-outstanding shares of
capital stock. BSECC believes that the
changes will eliminate confusion that
may exist because of the current
language differences between the two
provisions. In addition, NASDAQ OMX
is proposing to define ‘‘self-regulatory
subsidiary’’ with reference to a
definition in the Act. This will ensure
that any NASDAQ OMX subsidiary that
meets the definition of ‘‘self-regulatory
organization’’ in the Act will be subject
to the Charter and By-Law provisions
relating to self-regulatory subsidiaries.
Finally, the remaining changes are
clarifying in nature, and they protect
stockholders by making NASDAQ
OMX’s governance documents clearer
and easier to understand.
(B) Clearing Agency’s Statement on
Burden on Competition
Because the proposed rule change
relates to the governance of NASDAQ
OMX and not to the operations of
BSECC, BSECC does not believe that the
proposed rule change will impose any
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Act.
(C) Clearing Agency’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
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 BSECC 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.
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Federal Register / Vol. 79, No. 186 / Thursday, September 25, 2014 / Notices
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–22782 Filed 9–24–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73148; File No. SR–
ISEGemini–2014–09]
Paper Comments
September 19, 2014.
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
mstockstill on DSK4VPTVN1PROD with NOTICES
• 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–
BSECC–2014–001 on the subject line.
I. Introduction
On March 10, 2014, the ISE Gemini,
LLC (the ‘‘Exchange’’ or ‘‘ISE Gemini’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’),1 and
Rule 19b–4 thereunder,2 a proposed rule
change to amend ISE Gemini Rule 804
to mitigate market maker risk by
adopting an Exchange-provided risk
management functionality. The
proposed rule change was published for
comment in the Federal Register on
March 26, 2014.3 The Commission
received no comments on the proposal.
On May 7, 2014, pursuant to Section
19(b)(2) of the Act,4 the Commission
designated a longer period within which
to either approve the proposed rule
change, disapprove the proposed rule
changes, or institute proceedings to
determine whether to disapprove the
proposed rule change.5 On June 24,
2014, the Commission instituted
proceedings to determine whether to
approve or disapprove the proposed
rule change.6 In response to the Order
All submissions should refer to File
Number SR–BSECC–2014–001. 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 BSECC. 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–BSECC–
2014–001 and should be submitted on
or before October 16, 2014.
6 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
17:25 Sep 24, 2014
Jkt 232001
Self-Regulatory Organizations; ISE
Gemini, LLC; Order Approving
Proposed Rule Change Related to
Market Maker Risk Parameters
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 71758
(March 20, 2014), 79 FR 16846 (March 26, 2014)
(SR–ISEGemini–2014–09) (‘‘Notice’’).
4 15 U.S.C. 78s(b)(2).
5 See Securities Exchange Act Release No. 72118,
79 FR 27355 (May 13, 2014). The Commission
determined that it was appropriate to designate a
longer period within which to take action on the
proposed rule change so that it would have
sufficient time to consider the proposed rule
change. Accordingly, the Commission designated
June 24, 2014, as the date by which it should
approve, disapprove, or institute proceedings to
determine whether to disapprove the proposed rule
change.
6 See Securities Exchange Act Release No. 72454,
79 FR 36854 (Jun. 30, 2014) (‘‘Order Instituting
Proceedings’’). In the Order Instituting Proceedings,
the Commission noted, among other things, that
questions remain as to whether the Exchange’s
proposal is consistent with the requirements of
2 17
PO 00000
Frm 00124
Fmt 4703
Sfmt 4703
Instituting Proceedings, the Commission
received five comment letters on the
proposal.7 This order approves the
proposed rule change.
II. Description of the Proposal
The Exchange proposes to amend ISE
Gemini Rule 804 to enhance its risk
management offering for market maker
quotes.8
Currently, there are four parameters
that can be set by market makers on a
class-by-class basis. These parameters
are available for market maker quotes in
single options series and in complex
instruments on the complex order book.
Market makers establish a time frame
during which the system calculates: (1)
The number of contracts executed by
the market maker in an options class; (2)
the percentage of the total size of the
market maker’s quotes in the class that
has been executed; (3) the absolute
value of the net between contracts
bought and sold in an options class, and
(4) the absolute value of the net between
(a) calls purchased plus puts sold, and
(b) calls sold plus puts purchased. Once
the limits for each of the four
parameters are exceeded within the
prescribed time frame, the market
maker’s quotes in all series of that class
are automatically removed or curtailed.
Additionally, ISE Gemini’s rules
provide that if a specified number of
curtailment events are exceeded within
the prescribed time period, the market
maker quotes in all classes will be
automatically removed from ISE
Gemini’s trading system.9 The Exchange
Section 6(b)(5) of the Act, which requires, among
other things, that the rules of a national securities
exchange be designed to prevent fraudulent and
manipulative acts and practices, to promote just
and equitable principles of trade, to perfect the
mechanism of a free and open market and a
national market system, and not be designed to
permit unfair discrimination between customers,
issuers, brokers, or dealers. Additionally, the
Commission questioned whether the proposal is
consistent with Section 6(b)(8) of the Act, which
requires that the rules of a national securities
exchange do not impose any burden on competition
not necessary or appropriate in furtherance of the
purposes of the Act.
7 See Letters to the Commission from Andrew
Killion, Chief Executive Officer, Akuna Securities
LLC, dated July 24, 2014 (‘‘Akuna Letter’’); Brent
Hippert, President/CCO, Hardcastle Trading USA
LLC, dated July 28, 2014 (‘‘Hardcastle Letter’’); John
Kinahan, Chief Executive Officer, Group One
Trading, L.P., dated July 29, 2014 (‘‘Group One
Letter’’); Sebastiaan Koeling, Chief Executive
Officer, Optiver US LLC, dated July 29, 2014
(‘‘Optiver Letter’’); and Andrew Stevens, General
Counsel, IMC Chicago, LLC d/b/a IMC Financial
Markets, dated August 18, 2014 (‘‘IMC Letter’’).
8 For a more complete description of the proposal,
see Notice, supra note 3.
9 See Securities Exchange Act Release Nos. 70644
(October 9, 2013), 78 FR 62785 (October 22, 2013)
(SR–Topaz–2013–06) and 71447 (January 30, 2014),
79 FR 6956 (February 5, 2014) (SR–Topaz–2014–
04).
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Agencies
[Federal Register Volume 79, Number 186 (Thursday, September 25, 2014)]
[Notices]
[Pages 57624-57626]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-22782]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73144; File No. SR-BSECC-2014-001]
Self-Regulatory Organizations; Boston Stock Exchange Clearing
Corporation; Notice of Filing of Proposed Rule Change To Amend the
Amended and Restated Certificate of Incorporation and By-Laws of The
NASDAQ OMX Group, Inc.
September 19, 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 September 10, 2014, Boston Stock Exchange Clearing Corporation
(``BSECC'') 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 BSECC. 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. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
BSECC is filing this proposed rule change with respect to
amendments of the Amended and Restated Certificate of Incorporation
(the ``Charter'') and By-Laws (the ``By-Laws'') of its parent
corporation, The NASDAQ OMX Group, Inc. (``NASDAQ OMX'' or the
``Company''). The proposed amendments will be implemented on a date
designated by NASDAQ OMX following approval by the Commission. The text
of the proposed rule change is available on BSECC's Web site at https://nasdaqomxbx.cchwallstreet.com, at the principal office of BSECC, and at
the Commission's Public Reference Room.
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, BSECC 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. BSECC has prepared summaries, set forth in sections A,
B, and C below, of the most significant aspects of such statements.
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
NASDAQ OMX is proposing to make certain amendments to its Charter
and By-Laws.
(i) Background
Article Fourth, Paragraph C of NASDAQ OMX's Charter includes a
voting limitation that generally prohibits a stockholder from voting
shares beneficially owned, directly or indirectly, by such stockholder
in excess of 5% of the then-outstanding shares of capital stock of
NASDAQ OMX entitled to vote as of the record date in respect of any
matter. Pursuant to Article Fourth, Paragraph C(6) of the Charter,
NASDAQ OMX's Board may grant exemptions to this limitation prior to the
time a stockholder beneficially owns more than 5% of the outstanding
shares of stock entitled to vote on the election of a majority of
directors at such time. NASDAQ OMX's Board has never granted an
exemption to the 5% voting limitation and has no current plans to do
so. However, in the event the Board decides to grant such an exemption
in the future, Article Fourth, Paragraph C(6) of the Charter and
Section 12.5 of the By-Laws limit the Board's authority to grant the
exemption. These provisions, which are intended to be substantively
identical, currently contain some language differences. Following
discussions with the SEC staff,\3\ NASDAQ OMX proposes the amendments
described below to the Charter and By-Laws to conform these provisions
and remove any ambiguity that may exist because of the current language
differences.
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 71353 (January 17,
2014), 79 FR 4209 (January 24, 2014) (SR-BSECC-2013-001, SR-BX-2013-
057, SR-NASDAQ-2013-148, SR-Phlx-2013-115, SR-SCCP-2013-01), at note
14.
---------------------------------------------------------------------------
(ii) Proposed Amendments to Charter
First, unlike the Charter, the By-Laws state that for so long as
NASDAQ OMX shall control, directly or indirectly, any self-regulatory
subsidiary, a resolution of the Board to approve an exemption for any
person under Article Fourth, Paragraph C(6) of the Charter shall not be
permitted to become effective until such resolution has been filed with
and approved by the SEC under Section 19 of the Act. NASDAQ OMX
proposes that this requirement be added to the Charter and that ``self-
regulatory subsidiary,'' which is currently not a defined term in the
Charter, be defined as any subsidiary of NASDAQ OMX that is a ``self-
regulatory organization'' as defined under Section 3(a)(26) of the
Act.\4\ At present, this defined term would include NASDAQ, BX and
Phlx, which are national securities exchanges, and BSECC and SCCP,
which are registered clearing agencies that are both currently dormant.
---------------------------------------------------------------------------
\4\ Under Section 3(a)(26) of the Act, a ``self-regulatory
organization'' is ``any national securities exchange, registered
securities association, or registered clearing agency . . .'' 15
U.S.C. 78c(a)(26).
---------------------------------------------------------------------------
Second, both the Charter and the By-Laws state that the Board may
not approve an exemption to the 5% voting limitation for: (i) a
registered broker or dealer or an affiliate thereof or (ii) an
individual or entity that is subject to a statutory disqualification
under Section 3(a)(39) of the Act. The By-Laws include a further
proviso stating that, for these purposes, an ``affiliate'' shall not be
deemed to include an entity that either owns 10% or less of the equity
of a
[[Page 57625]]
broker or dealer, or receives 1% or less of its consolidated gross
revenues from a broker or dealer. This proviso, which is not currently
included in the Charter, allows NASDAQ OMX's Board to grant exemptions
to the 5% voting limitation for entities that either own 10% or less of
the equity of a broker or dealer, or receive 1% or less of their
consolidated gross revenues from a broker or dealer. NASDAQ OMX
proposes that this proviso be added to the Charter to ensure
consistency between the Charter and By-Laws.
Third, both the Charter and By-Laws require the Board to make
certain determinations prior to granting an exemption to the 5% voting
limitation. Regarding the first of these determinations, the Charter
states that the Board must determine that granting such an exemption
would not reasonably be expected to diminish the quality of, or public
confidence in, NASDAQ OMX or The NASDAQ Stock Market LLC or the other
operations of NASDAQ OMX and its subsidiaries, on the ability to
prevent fraudulent and manipulative acts and practices and on investors
and the public. The By-Laws include similar language, but state that
the Board must make this determination with respect to NASDAQ OMX or
its self-regulatory-subsidiaries. Because the term ``self-regulatory
subsidiary'' includes The NASDAQ Stock Market LLC but also includes
other entities, NASDAQ OMX proposes that the provisions be made fully
consistent by amending the Charter to refer to NASDAQ OMX or the self-
regulatory subsidiaries, and to define the term ``self-regulatory
subsidiary'' as described above.
Fourth, unlike the Charter, the By-Laws further provide that prior
to granting an exemption from the 5% voting limitation, the Board must
also determine that granting the exemption would promote the prompt and
accurate clearance and settlement of securities transactions (and to
the extent applicable, derivative agreements, contracts and
transactions), assure the safeguarding of securities and funds in the
custody or control of the self-regulatory subsidiaries that are
clearing agencies or securities and funds for which they are
responsible, foster cooperation and coordination with persons engaged
in the clearance and settlement of securities transactions, and remove
impediments to and perfect the mechanism of a national system for the
prompt and accurate clearance and settlement of securities
transactions. NASDAQ OMX proposes that this language be added to the
Charter.
Finally, NASDAQ OMX proposes that Article Fourth, Paragraph C(6) of
the Charter be amended to correct a cross-reference to subparagraph
6(b), which no longer exists.
(iii) Proposed Amendments to the By-Laws
NASDAQ OMX also proposes amendments to NASDAQ OMX's By-Laws to
further conform the Charter and By-Law provisions discussed above.
Specifically, the proposed amendment to Article I(s) revises the
definition of ``self-regulatory subsidiary'' in the By-Laws to refer to
any subsidiary of NASDAQ OMX that is a self-regulatory organization as
defined under Section 3(a)(26) of the Act, rather than list specific
subsidiaries that would fall within this category. This revised
definition, which is the same definition of ``self-regulatory
subsidiary'' proposed for purposes of the Charter as described above,
will capture NASDAQ OMX's current self-regulatory subsidiaries as well
as any subsidiaries that in the future meet the definition of ``self-
regulatory organization'' under the Act. Consequently, such future
self-regulatory subsidiaries will automatically be subject to the By-
Law provisions relating to these subsidiaries without NASDAQ OMX having
to take formal action to amend the By-Laws to include them.
The proposed By-Law amendments also include the correction of a
typographical error in Article I and minor edits to Section 12.5 to
conform the language regarding the 5% voting limitation to the language
in the analogous provision of the Charter.
2. Statutory Basis
BSECC believes that its proposal is consistent with Section
17A(b)(3)(C) of the Act,\5\ in that it assures a fair representation of
shareholders and participants in the selection of directors and
administration of its affairs. While the proposals relate to the
organizational documents of NASDAQ OMX, rather than BSECC, BSECC is
indirectly owned by NASDAQ OMX, and therefore, NASDAQ OMX's
stockholders have an indirect stake in BSECC. In addition, the
participants in BSECC, to the extent any exist, could purchase stock in
NASDAQ OMX in the open market, just like any other stockholder. The
proposals ensure that NASDAQ OMX stockholders have clarity about the
existing voting limitation in NASDAQ OMX's Charter and By-Laws. As a
result, BSECC believes that the proposals assure a fair representation
of NASDAQ OMX's stockholders in the selection of directors and
administration of NASDAQ OMX's affairs, as well as the affairs of
BSECC.
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\5\ 15 U.S.C. 78q-1(b)(3)(C).
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Specifically, NASDAQ OMX is proposing changes to its Charter and
By-Laws to conform the provisions in each document relating to the
procedures by which NASDAQ OMX's Board may grant an exemption to the
prohibition on any NASDAQ OMX stockholder voting shares in excess of 5%
of the Company's then-outstanding shares of capital stock. BSECC
believes that the changes will eliminate confusion that may exist
because of the current language differences between the two provisions.
In addition, NASDAQ OMX is proposing to define ``self-regulatory
subsidiary'' with reference to a definition in the Act. This will
ensure that any NASDAQ OMX subsidiary that meets the definition of
``self-regulatory organization'' in the Act will be subject to the
Charter and By-Law provisions relating to self-regulatory subsidiaries.
Finally, the remaining changes are clarifying in nature, and they
protect stockholders by making NASDAQ OMX's governance documents
clearer and easier to understand.
(B) Clearing Agency's Statement on Burden on Competition
Because the proposed rule change relates to the governance of
NASDAQ OMX and not to the operations of BSECC, BSECC does not believe
that the proposed rule change will impose any burden on competition not
necessary or appropriate in furtherance of the purposes of the Act.
(C) Clearing Agency'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
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 BSECC 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.
[[Page 57626]]
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-BSECC-2014-001 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-BSECC-2014-001. 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 BSECC. 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-BSECC-2014-001 and should be
submitted on or before October 16, 2014.
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\6\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\6\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-22782 Filed 9-24-14; 8:45 am]
BILLING CODE 8011-01-P