Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Modify Certain NASDAQ Options Market Professional User and Enterprise License Fees, 75207-75211 [2014-29499]
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Federal Register / Vol. 79, No. 242 / Wednesday, December 17, 2014 / Notices
IV. Solicitation of Comments
executions without charge in their
respective analogous processes.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
To the contrary, the Exchange believes
that the proposed changes will allow the
Exchange to compete more ably with
other execution venues by providing
additional competitive services at
competitive prices, including the
addition of Opening Process executions
free of charge. Also, because the market
for order execution is extremely
competitive, Members may readily opt
to disfavor the Exchange’s routing
services if they believe that alternatives
offer them better value. For orders
routed through ROOC, the proposed fees
approximate the cost to the Exchange of
executing the orders on away trading
venues. As stated above, the Exchange
notes that it operates in a highly
competitive market in which market
participants can readily direct order
flow to competing venues if the deem
fee structures to be unreasonable or
excessive.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any written
comments from members or other
interested parties.
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III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 11 and paragraph (f)(2) of Rule
19b–4 thereunder.12 At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or 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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–29491 Filed 12–16–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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–
BYX–2014–037 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–BYX–2014–037. 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
available publicly. All submissions
should refer to File Number SR–BYX–
2014–037 and should be submitted on
or before January 7, 2015.
[Release No. 34–73823; File No. SR–
NASDAQ–2014–119]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Modify
Certain NASDAQ Options Market
Professional User and Enterprise
License Fees
December 11, 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 November
28, 2014, The NASDAQ Stock Market
LLC (‘‘NASDAQ’’) 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 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 the Substance
of the Proposed Rule Change
NASDAQ proposes to amend Chapter
XV, entitled ‘‘Options Pricing,’’ at
Section 4 governing pricing for
NASDAQ members using the NASDAQ
Options Market (‘‘NOM’’), NASDAQ’s
facility for executing and routing
standardized equity and index options.
Specifically, the Exchange proposes to
amend certain NOM professional user
(‘‘Professional User’’) and enterprise
license (‘‘Enterprise License’’) fees.
While the changes proposed herein
are effective upon filing, the Exchange
has designated that the amendments be
operative on January 1, 2015.
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
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
11 15
U.S.C. 78s(b)(3)(A).
12 17 CFR 240.19b–4(f)(2).
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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.
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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 certain NOM
Professional User and Enterprise
License fees.
Currently, the Exchange assesses
recipients of the BONO options data
feed a $5 monthly internal per
Professional User fee, as well as a $5
monthly external per Professional User
fee. The Exchange also assesses
recipients of the ITTO options data feed
a $10 monthly internal per Professional
User fee, as well as a $10 monthly
external per Professional User fee.
The Exchange proposes to establish a
single monthly $40 per Professional
User fee for internal use that will entitle
such subscriber to access both the
BONO and ITTO options data feeds
combined. NASDAQ also proposes to
establish a single monthly $40 per
Professional User fee for external use
that will entitle such subscriber to
access both the BONO and ITTO options
data feeds combined. The monthly
Professional User fees per recipient
covers the usage of both ITTO and
BONO and recipients no longer will
need to report their usage separately
since they will no longer be assessed
fees separately for each data product.
For example, if a firm has one
Professional Subscriber accessing both
BONO and ITTO options data feeds for
internal use, the firm would only report
the Subscriber once and pay $40 ($1 for
Non-Professional). The Exchange
believes that by allowing access to
multiple products for one price, it will
allow for a broad dissemination of NOM
data overall and a wider range of
consumer choice. Moreover, this
reduces the administrative burden on
the firms since they no longer need to
segregate the access of each system.
Additionally, the Exchange proposes
to increase the existing monthly
Enterprise License (Non-Display) Fee of
$2,500 per firm to $10,000 per firm for
access to the BONO and ITTO options
data feeds combined. This pricing
structure continues to offer two
advantages. First, it establishes a
monthly fee cap for distributors with
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large customer bases, effectively
lowering average cost per user and
marginal costs per user beyond the
monthly breakpoint. Second, the
Enterprise License offers administrative
ease by eliminating the need for
distributors to tally, track, and report to
the Exchange a specific number of
individual users every month. This is a
voluntary option; distributors are
permitted to choose between per user
fee pricing and the Enterprise License.
The Exchange believes that although
the above Professional User and
Enterprise License fees are higher, the
value of the BONO and ITTO options
data feeds has increased significantly
over the last three years. During this
period NOM has witnessed strong
growth both in terms of the number of
listings, as well as trading market share.
Specifically, NOM listings increased
from 663 as of June 2011 to over 2,700
today while NOM’s trading market share
jumped more than 250% from July 2011
to July 2014 according to OCC data.
Also, NOM technological enhancements
in 2011 (referred to as NOM 2.0)
expanded NOM functionality through
the introduction of new versions of
market data specifications in an
uncompressed, binary format.
Additionally, NOM’s market data
specifications now are the same as the
market data specifications on both the
NASDAQ OMX PHLX LLC and
NASDAQ OMX BX, Inc. exchanges. The
commonality among the market data
specifications across these three markets
provide for greatly increased efficiency
to firms by allowing them to leverage
the development work on one market
across all of three markets.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,3
in general, and with Section 6(b)(4) and
6(b)(5) of the Act,4 in particular, in that
it provides an equitable allocation of
reasonable fees among Subscribers and
recipients of NASDAQ data and is not
designed to permit unfair
discrimination between them.
NASDAQ’S proposal to establish a
single monthly $40 per Professional
User fee for internal use and a separate
single monthly $40 per Professional
User fee for external use that will entitle
such subscriber to access both the
BONO and ITTO options data feeds
combined reflects an equitable
allocation of reasonable fees. The
Commission has long recognized the fair
and equitable and not unreasonably
3 15
4 15
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U.S.C. 78f(b)(4) and (5).
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discriminatory nature of assessing
different fees for Professional and NonProfessional users of the same data.
NASDAQ also believes it is equitable to
assess a higher fee per Professional User
than to an ordinary non-professional
user due to the enhanced flexibility and
lower overall costs that it offers
Distributors.
NASDAQ believes that the increase to
the Enterprise License Fee from the
existing monthly fee of $2,500 per firm
to $10,000 per firm for access to the
BONO and ITTO options data feeds
combined is fair and equitable and not
unreasonably discriminatory. Enterprise
Licenses have long been accepted as an
economically efficient form of volume
discount for the heaviest users of market
data (see Rule 7023 enterprise licenses).
The value of the BONO and ITTO
options data feeds has increased
significantly over the last three years
and NASDAQ notes that the Enterprise
License Fee is entirely optional in that
NASDAQ is not required to offer it and
Distributors are not required to pay it.
Accordingly, Distributors and users can
discontinue use at any time and for any
reason, including due to an assessment
of the reasonableness of fees charged.
In adopting Regulation NMS, the
Commission granted self-regulatory
organizations and broker-dealers
increased authority and flexibility to
offer new and unique market data to the
public.
The Commission concluded that
Regulation NMS—by deregulating the
market in proprietary data—would itself
further the Act’s goals of facilitating
efficiency and competition:
[E]fficiency is promoted when brokerdealers who do not need the data beyond the
prices, sizes, market center identifications of
the NBBO and consolidated last sale
information are not required to receive (and
pay for) such data. The Commission also
believes that efficiency is promoted when
broker-dealers may choose to receive (and
pay for) additional market data based on their
own internal analysis of the need for such
data.5
By removing ‘‘unnecessary regulatory
restrictions’’ on the ability of exchanges
to sell their own data, Regulation NMS
advanced the goals of the Act and the
principles reflected in its legislative
history. If the free market should
determine whether proprietary data is
sold to broker-dealers at all, it follows
that the price at which such data is sold
should be set by the market as well.
On July 21, 2010, President Barack
Obama signed into law H.R. 4173, the
Dodd- Frank Wall Street Reform and
5 Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496 (June 29, 2005).
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Consumer Protection Act of 2010
(‘‘Dodd-Frank Act’’), which amended
Section 19 of the Act. Among other
things, Section 916 of the Dodd-Frank
Act amended paragraph (A) of Section
19(b)(3) of the Act by inserting the
phrase ‘‘on any person, whether or not
the person is a member of the selfregulatory organization’’ after ‘‘due, fee
or other charge imposed by the selfregulatory organization.’’ As a result, all
self-regulatory organization (‘‘SRO’’)
rule proposals establishing or changing
dues, fees, or other charges are
immediately effective upon filing
regardless of whether such dues, fees, or
other charges are imposed on members
of the SRO, non-members, or both.
Section 916 further amended paragraph
(C) of Section 19(b)(3) of the Act to read,
in pertinent part, ‘‘At any time within
the 60-day period beginning on the date
of filing of such a proposed rule change
in accordance with the provisions of
paragraph (1) [of Section 19(b)], the
Commission summarily may
temporarily suspend the change in the
rules of the self-regulatory organization
made thereby, if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of this title. If the Commission
takes such action, the Commission shall
institute proceedings under paragraph
(2)(B) [of Section 19(b)] to determine
whether the proposed rule should be
approved or disapproved.’’
The decision of the United States
Court of Appeals for the District of
Columbia Circuit in NetCoalition v.
SEC, 615 F.3d 525 (D.C. Cir. 2010)
(‘‘NetCoalition I’’), upheld the
Commission’s reliance upon
competitive markets to set reasonable
and equitably allocated fees for market
data. ‘‘In fact, the legislative history
indicates that the Congress intended
that the market system ‘evolve through
the interplay of competitive forces as
unnecessary regulatory restrictions are
removed’ and that the SEC wield its
regulatory power ‘in those situations
where competition may not be
sufficient,’ such as in the creation of a
‘consolidated transactional reporting
system.’ NetCoalition I, at 535 (quoting
H.R. Rep. No. 94–229, at 92 (1975), as
reprinted in 1975 U.S.C.C.A.N. 321,
323).
For the reasons stated above,
NASDAQ believes that the allocation of
the proposed fee is fair and equitable in
accordance with Section 6(b)(4) of the
Act, and not unreasonably
discriminatory in accordance with
Section 6(b)(5) of the Act. As described
above, the proposed fee is based on
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pricing conventions and distinctions
that exist in NASDAQ’s current fee
schedule. These distinctions are each
based on principles of fairness and
equity that have helped for many years
to maintain fair, equitable, and not
unreasonably discriminatory fees, and
that apply with equal or greater force to
the current proposal.
As described in greater detail below,
if NASDAQ has calculated improperly
and the market deems the proposed fees
to be unfair, inequitable, or
unreasonably discriminatory, firms can
discontinue the use of their data
because the proposed product is entirely
optional to all parties. Firms are not
required to purchase data and NASDAQ
is not required to make data available or
to offer specific pricing alternatives for
potential purchases. NASDAQ can
discontinue offering a pricing
alternative (as it has in the past) and
firms can discontinue their use at any
time and for any reason (as they often
do), including due to their assessment of
the reasonableness of fees charged.
NASDAQ continues to establish and
revise pricing policies aimed at
increasing fairness and equitable
allocation of fees among Subscribers.
NASDAQ believes that periodically it
must adjust fees to reflect market forces
and NASDAQ believes it is an
appropriate time to adjust this fee. This
also reflects that the market for this
Depth-of-Book information is highly
competitive and continually evolves as
products develop and change.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
Notwithstanding its determination that
the Commission may rely upon
competition to establish fair and
equitably allocated fees for market data,
the NetCoalition court found that the
Commission had not, in that case,
compiled a record that adequately
supported its conclusion that the market
for the data at issue in the case was
competitive. NASDAQ believes that a
record may readily be established to
demonstrate the competitive nature of
the market in question.
There is intense competition between
trading platforms that provide
transaction execution and routing
services and proprietary data products.
Transaction execution and proprietary
data products are complementary in that
market data is both an input and a
byproduct of the execution service. In
fact, market data and trade execution are
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a paradigmatic example of joint
products with joint costs. Data products
are valuable to many end Subscribers
only insofar as they provide information
that end Subscribers expect will assist
them or their customers in making
trading decisions.
The costs of producing market data
include not only the costs of the data
distribution infrastructure, but also the
costs of designing, maintaining, and
operating the exchange’s transaction
execution platform and the cost of
regulating the exchange to ensure its fair
operation and maintain investor
confidence. The total return that a
trading platform earns reflects the
revenues it receives from both products
and the joint costs it incurs. Moreover,
an exchange’s customers view the costs
of transaction executions and of data as
a unified cost of doing business with the
exchange. A broker-dealer will direct
orders to a particular exchange only if
the expected revenues from executing
trades on the exchange exceed net
transaction execution costs and the cost
of data that the broker-dealer chooses to
buy to support its trading decisions (or
those of its customers). The choice of
data products is, in turn, a product of
the value of the products in making
profitable trading decisions. If the cost
of the product exceeds its expected
value, the broker-dealer will choose not
to buy it. Moreover, as a broker-dealer
chooses to direct fewer orders to a
particular exchange, the value of the
product to that broker-dealer decreases,
for two reasons. First, the product will
contain less information, because
executions of the broker-dealer’s orders
will not be reflected in it. Second, and
perhaps more important, the product
will be less valuable to that brokerdealer because it does not provide
information about the venue to which it
is directing its orders. Data from the
competing venue to which the brokerdealer is directing orders will become
correspondingly more valuable.
Thus, an increase in the fees charged
for either transactions or data has the
potential to impair revenues from both
products. ‘‘No one disputes that
competition for order flow is ‘fierce’.’’
NetCoalition at 24. However, the
existence of fierce competition for order
flow implies a high degree of price
sensitivity on the part of broker-dealers
with order flow, since they may readily
reduce costs by directing orders toward
the lowest-cost trading venues. A
broker-dealer that shifted its order flow
from one platform to another in
response to order execution price
differentials would both reduce the
value of that platform’s market data and
reduce its own need to consume data
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from the disfavored platform. Similarly,
if a platform increases its market data
fees, the change will affect the overall
cost of doing business with the
platform, and affected broker-dealers
will assess whether they can lower their
trading costs by directing orders
elsewhere and thereby lessening the
need for the more expensive data.
Analyzing the cost of market data
distribution in isolation from the cost of
all of the inputs supporting the creation
of market data will inevitably
underestimate the cost of the data. Thus,
because it is impossible to create data
without a fast, technologically robust,
and well-regulated execution system,
system costs and regulatory costs affect
the price of market data. It would be
equally misleading, however, to
attribute all of the exchange’s costs to
the market data portion of an exchange’s
joint product. Rather, all of the
exchange’s costs are incurred for the
unified purposes of attracting order
flow, executing and/or routing orders,
and generating and selling data about
market activity. The total return that an
exchange earns reflects the revenues it
receives from the joint products and the
total costs of the joint products.
Competition among trading platforms
can be expected to constrain the
aggregate return each platform earns
from the sale of its joint products, but
different platforms may choose from a
range of possible, and equally
reasonable, pricing strategies as the
means of recovering total costs. For
example, some platforms may choose to
pay rebates to attract orders, charge
relatively low prices for market
information (or provide information free
of charge) and charge relatively high
prices for accessing posted liquidity.
Other platforms may choose a strategy
of paying lower rebates (or no rebates)
to attract orders, setting relatively high
prices for market information, and
setting relatively low prices for
accessing posted liquidity. In this
environment, there is no economic basis
for regulating maximum prices for one
of the joint products in an industry in
which suppliers face competitive
constraints with regard to the joint
offering. This would be akin to strictly
regulating the price that an automobile
manufacturer can charge for car sound
systems despite the existence of a highly
competitive market for cars and the
availability of after-market alternatives
to the manufacturer-supplied system.
The market for market data products
is competitive and inherently
contestable because there is fierce
competition for the inputs necessary to
the creation of proprietary data and
strict pricing discipline for the
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proprietary products themselves.
Numerous exchanges compete with
each other for listings, trades, and
market data itself, providing virtually
limitless opportunities for entrepreneurs
who wish to produce and distribute
their own market data. This proprietary
data is produced by each individual
exchange, as well as other entities, in a
vigorously competitive market.
Broker-dealers currently have
numerous alternative venues for their
order flow, including thirteen SRO
markets, as well as internalizing brokerdealers (‘‘BDs’’) and various forms of
alternative trading systems (‘‘ATSs’’),
including dark pools and electronic
communication networks (‘‘ECNs’’).
Each SRO market competes to produce
transaction reports via trade executions,
and two FINRA-regulated Trade
Reporting Facilities (‘‘TRFs’’) compete
to attract internalized transaction
reports. Competitive markets for order
flow, executions, and transaction
reports provide pricing discipline for
the inputs of proprietary data products.
The large number of SROs, TRFs, BDs,
and ATSs that currently produce
proprietary data or are currently capable
of producing it provides further pricing
discipline for proprietary data products.
Each SRO, TRF, ATS, and BD is
currently permitted to produce
proprietary data products, and many
currently do or have announced plans to
do so, including NASDAQ, New York
Stock Exchange LLC (‘‘NYSE’’), NYSE
MKT LLC, NYSE Arca LLC, and BATS
Exchange, Inc. (‘‘BATS’’).
Any ATS or BD can combine with any
other ATS, BD, or multiple ATSs or BDs
to produce joint proprietary data
products. Additionally, order routers
and market data vendors can facilitate
single or multiple broker-dealers’
production of proprietary data products.
The potential sources of proprietary
products are virtually limitless.
The fact that proprietary data from
ATSs, BDs, and vendors can by-pass
SROs is significant in two respects.
First, non-SROs can compete directly
with SROs for the production and sale
of proprietary data products, as BATS
and Arca did before registering as
exchanges by publishing data on the
Internet. Second, because a single order
or transaction report can appear in an
SRO proprietary product, a non-SRO
proprietary product, or both, the data
available in proprietary products is
exponentially greater than the actual
number of orders and transaction
reports that exist in the marketplace.
Market data vendors provide another
form of price discipline for proprietary
data products because they control the
primary means of access to end
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Subscribers. Vendors impose price
restraints based upon their business
models. For example, vendors such as
Bloomberg and Thomson Reuters that
assess a surcharge on data they sell may
refuse to offer proprietary products that
end Subscribers will not purchase in
sufficient numbers. Internet portals,
such as Google, impose a discipline by
providing only data that will enable
them to attract ‘‘eyeballs’’ that
contribute to their advertising revenue.
Retail broker-dealers, such as Schwab
and Fidelity, offer their customers
proprietary data only if it promotes
trading and generates sufficient
commission revenue. Although the
business models may differ, these
vendors’ pricing discipline is the same:
They can simply refuse to purchase any
proprietary data product that fails to
provide sufficient value. NASDAQ and
other producers of proprietary data
products must understand and respond
to these varying business models and
pricing disciplines in order to market
proprietary data products successfully.
In addition to the competition and
price discipline described above, the
market for proprietary data products is
also highly contestable because market
entry is rapid, inexpensive, and
profitable. The history of electronic
trading is replete with examples of
entrants that swiftly grew into some of
the largest electronic trading platforms
and proprietary data producers:
Archipelago, Bloomberg Tradebook,
Island, RediBook, Attain, TracECN and
BATS Trading. A proliferation of dark
pools and other ATSs operate profitably
with fragmentary shares of consolidated
market volume.
Regulation NMS, by deregulating the
market for proprietary data, has
increased the contestability of that
market. While broker-dealers have
previously published their proprietary
data individually, Regulation NMS
encourages market data vendors and
broker-dealers to produce proprietary
products cooperatively in a manner
never before possible. Multiple market
data vendors already have the capability
to aggregate data and disseminate it on
a profitable scale, including Bloomberg,
and Thomson Reuters.
The vigor of competition for
information is significant. NASDAQ has
made a determination to adjust the fees
associated with these products in order
to reflect more accurately the value of
its products and the investments made
to enhance them, as well as to keep pace
with changes in the industry and
evolving customer needs. These
products are entirely optional and are
geared towards attracting new
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customers, as well as retaining existing
customers.
The Exchange has witnessed
competitors creating new products and
innovative pricing in this space over the
course of the past year. NASDAQ
continues to see firms challenge its
pricing on the basis of the Exchange’s
explicit fees being higher than the zeropriced fees from other competitors such
as BATS. In all cases, firms make
decisions on how much and what types
of data to consume on the basis of the
total cost of interacting with NASDAQ
or other exchanges. Of course, the
explicit data fees are but one factor in
a total platform analysis. Some
competitors have lower transactions fees
and higher data fees, and others are vice
versa. For example, NOM offers one
distributor fee which allows firms to
access both the BONO and ITTO data
feeds. The market for this information is
highly competitive and continually
evolves as products develop and
change.
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.
mstockstill on DSK4VPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.6 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change, as amended, is consistent with
the Act. Comments may be submitted by
any of the following methods:
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NASDAQ–2014–119 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2014–119. 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 Website 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
offices 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–2014–119, and should be
submitted on or before January 7, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–29499 Filed 12–16–14; 8:45 am]
BILLING CODE 8011–01–P
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73831; File No. SR–BOX–
2014–27]
Self-Regulatory Organizations; BOX
Options Exchange LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change To Amend
Interpretive Material to Rule 7150
(Price Improvement Period ‘‘PIP’’) and
Interpretive Material to Rule 7245
(Complex Order Price Improvement
Period ‘‘COPIP’’) To Extend the Pilot
Period That Permit the Exchange To
Have No Minimum Size Requirement
for Orders Entered Into the PIP and
COPIP Until July 18, 2015
December 12, 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 December
5, 2014, BOX Options Exchange LLC
(‘‘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
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Interpretive Material to Rule 7150 (Price
Improvement Period ‘‘PIP’’) and
Interpretive Material to Rule 7245
(Complex Order Price Improvement
Period ‘‘COPIP’’) to extend the pilot
programs that permit the Exchange to
have no minimum size requirement for
orders entered into the PIP (‘‘PIP Pilot
Program’’) and COPIP (‘‘COPIP Pilot
Program’’). The text of the proposed rule
change is available from the principal
office of the Exchange, at the
Commission’s Public Reference Room
and also on the Exchange’s Internet Web
site at https://boxexchange.com.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
1 15
6 15
U.S.C. 78s(b)(3)(a)[sic](ii).
VerDate Sep<11>2014
19:49 Dec 16, 2014
7 17
Jkt 235001
PO 00000
CFR 200.30–3(a)(12).
Frm 00098
Fmt 4703
2 17
Sfmt 4703
75211
E:\FR\FM\17DEN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
17DEN1
Agencies
[Federal Register Volume 79, Number 242 (Wednesday, December 17, 2014)]
[Notices]
[Pages 75207-75211]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-29499]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73823; File No. SR-NASDAQ-2014-119]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Modify Certain NASDAQ Options Market Professional User and Enterprise
License Fees
December 11, 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 November 28, 2014, The NASDAQ Stock Market LLC (``NASDAQ'') 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 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 the
Substance of the Proposed Rule Change
NASDAQ proposes to amend Chapter XV, entitled ``Options Pricing,''
at Section 4 governing pricing for NASDAQ members using the NASDAQ
Options Market (``NOM''), NASDAQ's facility for executing and routing
standardized equity and index options. Specifically, the Exchange
proposes to amend certain NOM professional user (``Professional User'')
and enterprise license (``Enterprise License'') fees.
While the changes proposed herein are effective upon filing, the
Exchange has designated that the amendments be operative on January 1,
2015.
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
[[Page 75208]]
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
The purpose of the proposed rule change is to amend certain NOM
Professional User and Enterprise License fees.
Currently, the Exchange assesses recipients of the BONO options
data feed a $5 monthly internal per Professional User fee, as well as a
$5 monthly external per Professional User fee. The Exchange also
assesses recipients of the ITTO options data feed a $10 monthly
internal per Professional User fee, as well as a $10 monthly external
per Professional User fee.
The Exchange proposes to establish a single monthly $40 per
Professional User fee for internal use that will entitle such
subscriber to access both the BONO and ITTO options data feeds
combined. NASDAQ also proposes to establish a single monthly $40 per
Professional User fee for external use that will entitle such
subscriber to access both the BONO and ITTO options data feeds
combined. The monthly Professional User fees per recipient covers the
usage of both ITTO and BONO and recipients no longer will need to
report their usage separately since they will no longer be assessed
fees separately for each data product. For example, if a firm has one
Professional Subscriber accessing both BONO and ITTO options data feeds
for internal use, the firm would only report the Subscriber once and
pay $40 ($1 for Non-Professional). The Exchange believes that by
allowing access to multiple products for one price, it will allow for a
broad dissemination of NOM data overall and a wider range of consumer
choice. Moreover, this reduces the administrative burden on the firms
since they no longer need to segregate the access of each system.
Additionally, the Exchange proposes to increase the existing
monthly Enterprise License (Non-Display) Fee of $2,500 per firm to
$10,000 per firm for access to the BONO and ITTO options data feeds
combined. This pricing structure continues to offer two advantages.
First, it establishes a monthly fee cap for distributors with large
customer bases, effectively lowering average cost per user and marginal
costs per user beyond the monthly breakpoint. Second, the Enterprise
License offers administrative ease by eliminating the need for
distributors to tally, track, and report to the Exchange a specific
number of individual users every month. This is a voluntary option;
distributors are permitted to choose between per user fee pricing and
the Enterprise License.
The Exchange believes that although the above Professional User and
Enterprise License fees are higher, the value of the BONO and ITTO
options data feeds has increased significantly over the last three
years. During this period NOM has witnessed strong growth both in terms
of the number of listings, as well as trading market share.
Specifically, NOM listings increased from 663 as of June 2011 to over
2,700 today while NOM's trading market share jumped more than 250% from
July 2011 to July 2014 according to OCC data. Also, NOM technological
enhancements in 2011 (referred to as NOM 2.0) expanded NOM
functionality through the introduction of new versions of market data
specifications in an uncompressed, binary format. Additionally, NOM's
market data specifications now are the same as the market data
specifications on both the NASDAQ OMX PHLX LLC and NASDAQ OMX BX, Inc.
exchanges. The commonality among the market data specifications across
these three markets provide for greatly increased efficiency to firms
by allowing them to leverage the development work on one market across
all of three markets.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Act,\3\ in general, and with
Section 6(b)(4) and 6(b)(5) of the Act,\4\ in particular, in that it
provides an equitable allocation of reasonable fees among Subscribers
and recipients of NASDAQ data and is not designed to permit unfair
discrimination between them. NASDAQ'S proposal to establish a single
monthly $40 per Professional User fee for internal use and a separate
single monthly $40 per Professional User fee for external use that will
entitle such subscriber to access both the BONO and ITTO options data
feeds combined reflects an equitable allocation of reasonable fees. The
Commission has long recognized the fair and equitable and not
unreasonably discriminatory nature of assessing different fees for
Professional and Non-Professional users of the same data. NASDAQ also
believes it is equitable to assess a higher fee per Professional User
than to an ordinary non-professional user due to the enhanced
flexibility and lower overall costs that it offers Distributors.
---------------------------------------------------------------------------
\3\ 15 U.S.C. 78f.
\4\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
NASDAQ believes that the increase to the Enterprise License Fee
from the existing monthly fee of $2,500 per firm to $10,000 per firm
for access to the BONO and ITTO options data feeds combined is fair and
equitable and not unreasonably discriminatory. Enterprise Licenses have
long been accepted as an economically efficient form of volume discount
for the heaviest users of market data (see Rule 7023 enterprise
licenses). The value of the BONO and ITTO options data feeds has
increased significantly over the last three years and NASDAQ notes that
the Enterprise License Fee is entirely optional in that NASDAQ is not
required to offer it and Distributors are not required to pay it.
Accordingly, Distributors and users can discontinue use at any time and
for any reason, including due to an assessment of the reasonableness of
fees charged.
In adopting Regulation NMS, the Commission granted self-regulatory
organizations and broker-dealers increased authority and flexibility to
offer new and unique market data to the public.
The Commission concluded that Regulation NMS--by deregulating the
market in proprietary data--would itself further the Act's goals of
facilitating efficiency and competition:
[E]fficiency is promoted when broker-dealers who do not need the
data beyond the prices, sizes, market center identifications of the
NBBO and consolidated last sale information are not required to
receive (and pay for) such data. The Commission also believes that
efficiency is promoted when broker-dealers may choose to receive
(and pay for) additional market data based on their own internal
analysis of the need for such data.\5\
---------------------------------------------------------------------------
\5\ Securities Exchange Act Release No. 51808 (June 9, 2005), 70
FR 37496 (June 29, 2005).
By removing ``unnecessary regulatory restrictions'' on the ability of
exchanges to sell their own data, Regulation NMS advanced the goals of
the Act and the principles reflected in its legislative history. If the
free market should determine whether proprietary data is sold to
broker-dealers at all, it follows that the price at which such data is
sold should be set by the market as well.
On July 21, 2010, President Barack Obama signed into law H.R. 4173,
the Dodd- Frank Wall Street Reform and
[[Page 75209]]
Consumer Protection Act of 2010 (``Dodd-Frank Act''), which amended
Section 19 of the Act. Among other things, Section 916 of the Dodd-
Frank Act amended paragraph (A) of Section 19(b)(3) of the Act by
inserting the phrase ``on any person, whether or not the person is a
member of the self-regulatory organization'' after ``due, fee or other
charge imposed by the self-regulatory organization.'' As a result, all
self-regulatory organization (``SRO'') rule proposals establishing or
changing dues, fees, or other charges are immediately effective upon
filing regardless of whether such dues, fees, or other charges are
imposed on members of the SRO, non-members, or both. Section 916
further amended paragraph (C) of Section 19(b)(3) of the Act to read,
in pertinent part, ``At any time within the 60-day period beginning on
the date of filing of such a proposed rule change in accordance with
the provisions of paragraph (1) [of Section 19(b)], the Commission
summarily may temporarily suspend the change in the rules of the self-
regulatory organization made thereby, if it appears to the Commission
that such action is necessary or appropriate in the public interest,
for the protection of investors, or otherwise in furtherance of the
purposes of this title. If the Commission takes such action, the
Commission shall institute proceedings under paragraph (2)(B) [of
Section 19(b)] to determine whether the proposed rule should be
approved or disapproved.''
The decision of the United States Court of Appeals for the District
of Columbia Circuit in NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir.
2010) (``NetCoalition I''), upheld the Commission's reliance upon
competitive markets to set reasonable and equitably allocated fees for
market data. ``In fact, the legislative history indicates that the
Congress intended that the market system `evolve through the interplay
of competitive forces as unnecessary regulatory restrictions are
removed' and that the SEC wield its regulatory power `in those
situations where competition may not be sufficient,' such as in the
creation of a `consolidated transactional reporting system.'
NetCoalition I, at 535 (quoting H.R. Rep. No. 94-229, at 92 (1975), as
reprinted in 1975 U.S.C.C.A.N. 321, 323).
For the reasons stated above, NASDAQ believes that the allocation
of the proposed fee is fair and equitable in accordance with Section
6(b)(4) of the Act, and not unreasonably discriminatory in accordance
with Section 6(b)(5) of the Act. As described above, the proposed fee
is based on pricing conventions and distinctions that exist in NASDAQ's
current fee schedule. These distinctions are each based on principles
of fairness and equity that have helped for many years to maintain
fair, equitable, and not unreasonably discriminatory fees, and that
apply with equal or greater force to the current proposal.
As described in greater detail below, if NASDAQ has calculated
improperly and the market deems the proposed fees to be unfair,
inequitable, or unreasonably discriminatory, firms can discontinue the
use of their data because the proposed product is entirely optional to
all parties. Firms are not required to purchase data and NASDAQ is not
required to make data available or to offer specific pricing
alternatives for potential purchases. NASDAQ can discontinue offering a
pricing alternative (as it has in the past) and firms can discontinue
their use at any time and for any reason (as they often do), including
due to their assessment of the reasonableness of fees charged. NASDAQ
continues to establish and revise pricing policies aimed at increasing
fairness and equitable allocation of fees among Subscribers.
NASDAQ believes that periodically it must adjust fees to reflect
market forces and NASDAQ believes it is an appropriate time to adjust
this fee. This also reflects that the market for this Depth-of-Book
information is highly competitive and continually evolves as products
develop and change.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended.
Notwithstanding its determination that the Commission may rely upon
competition to establish fair and equitably allocated fees for market
data, the NetCoalition court found that the Commission had not, in that
case, compiled a record that adequately supported its conclusion that
the market for the data at issue in the case was competitive. NASDAQ
believes that a record may readily be established to demonstrate the
competitive nature of the market in question.
There is intense competition between trading platforms that provide
transaction execution and routing services and proprietary data
products. Transaction execution and proprietary data products are
complementary in that market data is both an input and a byproduct of
the execution service. In fact, market data and trade execution are a
paradigmatic example of joint products with joint costs. Data products
are valuable to many end Subscribers only insofar as they provide
information that end Subscribers expect will assist them or their
customers in making trading decisions.
The costs of producing market data include not only the costs of
the data distribution infrastructure, but also the costs of designing,
maintaining, and operating the exchange's transaction execution
platform and the cost of regulating the exchange to ensure its fair
operation and maintain investor confidence. The total return that a
trading platform earns reflects the revenues it receives from both
products and the joint costs it incurs. Moreover, an exchange's
customers view the costs of transaction executions and of data as a
unified cost of doing business with the exchange. A broker-dealer will
direct orders to a particular exchange only if the expected revenues
from executing trades on the exchange exceed net transaction execution
costs and the cost of data that the broker-dealer chooses to buy to
support its trading decisions (or those of its customers). The choice
of data products is, in turn, a product of the value of the products in
making profitable trading decisions. If the cost of the product exceeds
its expected value, the broker-dealer will choose not to buy it.
Moreover, as a broker-dealer chooses to direct fewer orders to a
particular exchange, the value of the product to that broker-dealer
decreases, for two reasons. First, the product will contain less
information, because executions of the broker-dealer's orders will not
be reflected in it. Second, and perhaps more important, the product
will be less valuable to that broker-dealer because it does not provide
information about the venue to which it is directing its orders. Data
from the competing venue to which the broker-dealer is directing orders
will become correspondingly more valuable.
Thus, an increase in the fees charged for either transactions or
data has the potential to impair revenues from both products. ``No one
disputes that competition for order flow is `fierce'.'' NetCoalition at
24. However, the existence of fierce competition for order flow implies
a high degree of price sensitivity on the part of broker-dealers with
order flow, since they may readily reduce costs by directing orders
toward the lowest-cost trading venues. A broker-dealer that shifted its
order flow from one platform to another in response to order execution
price differentials would both reduce the value of that platform's
market data and reduce its own need to consume data
[[Page 75210]]
from the disfavored platform. Similarly, if a platform increases its
market data fees, the change will affect the overall cost of doing
business with the platform, and affected broker-dealers will assess
whether they can lower their trading costs by directing orders
elsewhere and thereby lessening the need for the more expensive data.
Analyzing the cost of market data distribution in isolation from
the cost of all of the inputs supporting the creation of market data
will inevitably underestimate the cost of the data. Thus, because it is
impossible to create data without a fast, technologically robust, and
well-regulated execution system, system costs and regulatory costs
affect the price of market data. It would be equally misleading,
however, to attribute all of the exchange's costs to the market data
portion of an exchange's joint product. Rather, all of the exchange's
costs are incurred for the unified purposes of attracting order flow,
executing and/or routing orders, and generating and selling data about
market activity. The total return that an exchange earns reflects the
revenues it receives from the joint products and the total costs of the
joint products.
Competition among trading platforms can be expected to constrain
the aggregate return each platform earns from the sale of its joint
products, but different platforms may choose from a range of possible,
and equally reasonable, pricing strategies as the means of recovering
total costs. For example, some platforms may choose to pay rebates to
attract orders, charge relatively low prices for market information (or
provide information free of charge) and charge relatively high prices
for accessing posted liquidity. Other platforms may choose a strategy
of paying lower rebates (or no rebates) to attract orders, setting
relatively high prices for market information, and setting relatively
low prices for accessing posted liquidity. In this environment, there
is no economic basis for regulating maximum prices for one of the joint
products in an industry in which suppliers face competitive constraints
with regard to the joint offering. This would be akin to strictly
regulating the price that an automobile manufacturer can charge for car
sound systems despite the existence of a highly competitive market for
cars and the availability of after-market alternatives to the
manufacturer-supplied system.
The market for market data products is competitive and inherently
contestable because there is fierce competition for the inputs
necessary to the creation of proprietary data and strict pricing
discipline for the proprietary products themselves. Numerous exchanges
compete with each other for listings, trades, and market data itself,
providing virtually limitless opportunities for entrepreneurs who wish
to produce and distribute their own market data. This proprietary data
is produced by each individual exchange, as well as other entities, in
a vigorously competitive market.
Broker-dealers currently have numerous alternative venues for their
order flow, including thirteen SRO markets, as well as internalizing
broker-dealers (``BDs'') and various forms of alternative trading
systems (``ATSs''), including dark pools and electronic communication
networks (``ECNs''). Each SRO market competes to produce transaction
reports via trade executions, and two FINRA-regulated Trade Reporting
Facilities (``TRFs'') compete to attract internalized transaction
reports. Competitive markets for order flow, executions, and
transaction reports provide pricing discipline for the inputs of
proprietary data products.
The large number of SROs, TRFs, BDs, and ATSs that currently
produce proprietary data or are currently capable of producing it
provides further pricing discipline for proprietary data products. Each
SRO, TRF, ATS, and BD is currently permitted to produce proprietary
data products, and many currently do or have announced plans to do so,
including NASDAQ, New York Stock Exchange LLC (``NYSE''), NYSE MKT LLC,
NYSE Arca LLC, and BATS Exchange, Inc. (``BATS'').
Any ATS or BD can combine with any other ATS, BD, or multiple ATSs
or BDs to produce joint proprietary data products. Additionally, order
routers and market data vendors can facilitate single or multiple
broker-dealers' production of proprietary data products. The potential
sources of proprietary products are virtually limitless.
The fact that proprietary data from ATSs, BDs, and vendors can by-
pass SROs is significant in two respects. First, non-SROs can compete
directly with SROs for the production and sale of proprietary data
products, as BATS and Arca did before registering as exchanges by
publishing data on the Internet. Second, because a single order or
transaction report can appear in an SRO proprietary product, a non-SRO
proprietary product, or both, the data available in proprietary
products is exponentially greater than the actual number of orders and
transaction reports that exist in the marketplace.
Market data vendors provide another form of price discipline for
proprietary data products because they control the primary means of
access to end Subscribers. Vendors impose price restraints based upon
their business models. For example, vendors such as Bloomberg and
Thomson Reuters that assess a surcharge on data they sell may refuse to
offer proprietary products that end Subscribers will not purchase in
sufficient numbers. Internet portals, such as Google, impose a
discipline by providing only data that will enable them to attract
``eyeballs'' that contribute to their advertising revenue. Retail
broker-dealers, such as Schwab and Fidelity, offer their customers
proprietary data only if it promotes trading and generates sufficient
commission revenue. Although the business models may differ, these
vendors' pricing discipline is the same: They can simply refuse to
purchase any proprietary data product that fails to provide sufficient
value. NASDAQ and other producers of proprietary data products must
understand and respond to these varying business models and pricing
disciplines in order to market proprietary data products successfully.
In addition to the competition and price discipline described
above, the market for proprietary data products is also highly
contestable because market entry is rapid, inexpensive, and profitable.
The history of electronic trading is replete with examples of entrants
that swiftly grew into some of the largest electronic trading platforms
and proprietary data producers: Archipelago, Bloomberg Tradebook,
Island, RediBook, Attain, TracECN and BATS Trading. A proliferation of
dark pools and other ATSs operate profitably with fragmentary shares of
consolidated market volume.
Regulation NMS, by deregulating the market for proprietary data,
has increased the contestability of that market. While broker-dealers
have previously published their proprietary data individually,
Regulation NMS encourages market data vendors and broker-dealers to
produce proprietary products cooperatively in a manner never before
possible. Multiple market data vendors already have the capability to
aggregate data and disseminate it on a profitable scale, including
Bloomberg, and Thomson Reuters.
The vigor of competition for information is significant. NASDAQ has
made a determination to adjust the fees associated with these products
in order to reflect more accurately the value of its products and the
investments made to enhance them, as well as to keep pace with changes
in the industry and evolving customer needs. These products are
entirely optional and are geared towards attracting new
[[Page 75211]]
customers, as well as retaining existing customers.
The Exchange has witnessed competitors creating new products and
innovative pricing in this space over the course of the past year.
NASDAQ continues to see firms challenge its pricing on the basis of the
Exchange's explicit fees being higher than the zero-priced fees from
other competitors such as BATS. In all cases, firms make decisions on
how much and what types of data to consume on the basis of the total
cost of interacting with NASDAQ or other exchanges. Of course, the
explicit data fees are but one factor in a total platform analysis.
Some competitors have lower transactions fees and higher data fees, and
others are vice versa. For example, NOM offers one distributor fee
which allows firms to access both the BONO and ITTO data feeds. The
market for this information is highly competitive and continually
evolves as products develop and change.
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
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\6\ At any time within 60 days of the filing
of the proposed rule change, the Commission summarily may temporarily
suspend such rule change if it appears to the Commission that such
action is necessary or appropriate in the public interest, for the
protection of investors, or otherwise in furtherance of the purposes of
the Act. If the Commission takes such action, the Commission shall
institute proceedings to determine whether the proposed rule should be
approved or disapproved.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78s(b)(3)(a)[sic](ii).
---------------------------------------------------------------------------
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change, as amended, 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-2014-119 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASDAQ-2014-119. 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 Website 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 offices 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-
119, and should be submitted on or before January 7, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\7\
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\7\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-29499 Filed 12-16-14; 8:45 am]
BILLING CODE 8011-01-P