Self-Regulatory Organizations; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change by Miami International Securities Exchange LLC To Amend the Amended and Restated Certificate of Incorporation and the Amended and Restated By-Laws of the Sole Limited Liability Company Member of MIAX, Miami International Holdings, Inc., 33305-33308 [2015-14243]
Download as PDF
Federal Register / Vol. 80, No. 112 / Thursday, June 11, 2015 / Notices
www.prc.gov, Docket Nos. MC2015–54,
CP2015–82.
Stanley F. Mires,
Attorney, Federal Compliance.
[FR Doc. 2015–14247 Filed 6–10–15; 8:45 am]
BILLING CODE 7710–12–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75116; File No. SR–MIAX–
2015–38]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of a Proposed Rule Change by Miami
International Securities Exchange LLC
To Amend the Amended and Restated
Certificate of Incorporation and the
Amended and Restated By-Laws of the
Sole Limited Liability Company
Member of MIAX, Miami International
Holdings, Inc.
June 5, 2015.
Pursuant to the provisions of 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 May 28, 2015, Miami International
Securities Exchange LLC (‘‘MIAX’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) a proposed rule change
as described in Items I, II, and III below,
which Items have been prepared by the
Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing a proposal to
amend the Amended and Restated
Certificate of Incorporation and the
Amended and Restated By-Laws of the
sole limited liability company member
of MIAX, Miami International Holdings,
Inc.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’s principal
office, and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
1 15
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
certain sections of: (i) The Amended
and Restated Certificate of Incorporation
(‘‘MIH Certificate of Incorporation’’),
and (ii) the Amended and Restated ByLaws (‘‘MIH By-Laws’’), of the sole
limited liability company member of the
Exchange, Miami International
Holdings, Inc. (‘‘MIH’’) to replace all
references to MIAX contained therein
with references to a new defined term
‘‘Controlled National Securities
Exchange.’’ This proposed amendment
is based upon use of the identical
defined term in the corporate
documents of another national
securities exchange.3 The term
‘‘Controlled National Securities
Exchange’’ is proposed to be defined as
any national securities exchange which
MIH shall control, directly or
indirectly.4 As proposed, the defined
term ‘‘Controlled National Securities
Exchange’’ would be more
comprehensive than simple references
to MIAX in that it would equally apply
to any other national securities
exchange that MIH may control, directly
or indirectly, in the future. As
specifically noted in the proposed MIH
Certificate of Incorporation and MIH ByLaws,5 such defined term would
continue to cover MIAX (the sole
national securities exchange currently
3 See Certificate of Incorporation of International
Securities Exchange Holdings, Inc. (‘‘ISE
Holdings’’), Article Fourth, Section III, Articles
Tenth through Fourteenth; Second Amended and
Restated By-Laws of ISE Holdings, Article I,
Sections 1.4, 1.5 and 1.6, Article X, Section 10.1
and Article XI, Sections 11.1(b) and 11.2(b). See
also Securities Exchange Act Release Nos. 59135
(December 22, 2008), 73 FR 79954 (December 30,
2008) (SR–ISE–2008–85).
4 Such other national securities exchange has
defined the term in substantially the same manner
as proposed to be defined by MIAX. See Certificate
of Incorporation of ISE Holdings, Article Fourth,
Section III(a); Second Amended and Restated ByLaws of ISE Holdings, Article I, Section 1.4. See
also Securities Exchange Act Release Nos. 59135
(December 22, 2008), 73 FR 79954 (December 30,
2008) (SR–ISE–2008–85).
5 See Amended and Restated Certificate of
Incorporation of MIH, Article Eighth; Amended and
Restated By-Laws of MIH, Article VI, Section 2.
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33305
controlled, directly or indirectly, by
MIH) for so long as MIAX is controlled,
directly or indirectly, by MIH. The
Exchange also proposes to amend the
MIH Certificate of Incorporation to make
other non-substantive revisions which
(i) correspond to the aforementioned
updated references to ‘‘Controlled
National Securities Exchange,’’ and (ii)
reflect other minor changes to charter
provisions no longer applicable since
the Commission granted the Exchange’s
registration as a national securities
exchange on December 3, 2012.6
MIH Certificate of Incorporation
The Exchange proposes to amend the
MIH Certificate of Incorporation to
substitute references to MIAX with the
defined term ‘‘Controlled National
Securities Exchange’’ and define it in
Article EIGHTH as follows:
For so long as this Corporation shall
control, directly or indirectly, one or
more national securities exchange (each
a ‘‘Controlled National Securities
Exchange’’), including but not limited to
Miami International Securities
Exchange, LLC, or a facility thereof
. . . .
Article EIGHTH would thereby make
clear that MIAX is covered as a
Controlled National Securities
Exchange. The terminology ‘‘Controlled
National Securities Exchange,’’ ‘‘a
Controlled National Securities
Exchange,’’ or ‘‘each Controlled
National Securities Exchange’’ would be
substituted in place of the terminology
‘‘Miami International Securities
Exchange, LLC’’ or ‘‘the Miami
International Securities Exchange, LLC’’
in Article EIGHTH (to require that any
amendment to or any repeal of any
provision of the MIH Certificate of
Incorporation be submitted to the Board
of Directors of each Controlled National
Securities Exchange), Article NINTH
and Article NINTH subsections (a)(ii),
(b)(i), and (b)(ii)(B) (to impose
limitations on the voting, transfer and
ownership of shares of MIH’s capital
stock for so long as MIH shall control,
directly or indirectly, any Controlled
National Securities Exchange).
These changes would (i) enable the
MIH Certificate of Incorporation to
accommodate the potential future
ownership of more than one national
securities exchange by MIH, and (ii)
ensure that any such future MIH
Controlled National Securities Exchange
would enjoy and would be subject to the
same requirements, limitations and
other self-regulatory organization
6 See Securities Exchange Act Release No. 68341
(December 3, 2012), 77 FR 73089 (December 7,
2012) (File No. 10–207).
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(‘‘SRO’’) standards as currently apply
with respect to MIAX under MIH’s
charter documents. This amendment
would not affect any of the
requirements, limitations or other SRO
standards which currently, and will
continue to, apply with respect to MIAX
under MIH’s charter documents. No
changes to the ownership or corporate
structure of MIAX or MIH are proposed
by this proposed rule change.
The Exchange also proposes to clarify
the defined term ‘‘Exchange Member’’ in
Article NINTH, Subsection (a)(ii)(D), so
that it would apply to ‘‘any Person that
is a registered broker or dealer that has
been admitted to membership in a
Controlled National Securities
Exchange’’ rather than to ‘‘any Person
that is a registered broker or dealer that
has been admitted to membership in the
national securities exchange known as
Miami International Securities, LLC’’ as
it is currently defined. This change
would broaden the defined term
‘‘Exchange Member’’ to include any
member of an applicable Controlled
National Securities Exchange, so that it
would not be limited to members of
MIAX alone, and to correspond to the
updated references to a Controlled
National Securities Exchange replacing
MIAX elsewhere in the MIH Certificate
of Incorporation.
In addition to the changes set forth
above, the Exchange proposes to make
the following non-substantive changes
to the MIH Certificate of Incorporation:
(i) Define the Securities Exchange Act of
1934, as amended, as ‘‘(the ‘Act’)’’ in
Article FOURTH, subsection D7(a), and
(ii) clarify in Article EIGHTH and
Article TENTH, Section (b) that the
references to the MIH Certificate of
Incorporation are references to the
‘‘Amended and Restated’’ Certificate of
Incorporation of MIH. The Exchange
also proposes to delete dated references
to time periods and events that have
expired. Specifically, the Exchange
proposes to delete text in Articles
EIGHTH and NINTH referring to
commencement of certain obligations
upon the registration of MIAX as a
national securities exchange, since such
registration was granted on December 3,
2012.7 These clarifying changes would
make the MIH Certificate of
Incorporation more concise, clear and
understandable for, and eliminate the
potential for confusion to, an investor in
MIH, a MIAX member or other reader of
the MIH Certificate of Incorporation.
MIH By-Laws
The Exchange proposes to amend the
MIH By-Laws to substitute references to
7 See
supra note 6.
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MIAX with the defined term
‘‘Controlled National Securities
Exchange’’ and define it in Article VI,
Section 2 as ‘‘any national securities
exchange which this Corporation shall
control, directly or indirectly (each, a
‘Controlled National Securities
Exchange’), including but not limited to
Miami International Securities
Exchange, LLC. . .’’. Article VI, Section
2 would thereby make clear that MIAX
is covered as a Controlled National
Securities Exchange. The terminology
‘‘Controlled National Securities
Exchange,’’ ‘‘a Controlled National
Securities Exchange,’’ ‘‘any Controlled
National Securities Exchange,’’ ‘‘each
Controlled National Securities
Exchange,’’ or ‘‘such Controlled
National Securities Exchange’’ would
replace the terminology ‘‘Miami
International Securities Exchange, LLC’’
or ‘‘the Miami International Securities
Exchange, LLC’’ in MIH By-Law Article
VI, Section 2 (regarding meetings of LLC
Members or Stockholders of any
Controlled National Securities
Exchange), Article VII, Sections 1
through 6 (regarding SRO Function of
any Controlled National Securities
Exchange), Article XI, Section 2
(regarding liability to exchange
members for loss or damage arising out
of their use or enjoyment of the facilities
of any Controlled National Securities
Exchange), and Article XII, Section 1
(requiring that any amendment to or
repeal of any MIH By-Law provision be
submitted to the Board of Directors of a
Controlled National Securities
Exchange).
These changes would (i) enable the
MIH By-Laws to accommodate the
potential future ownership of more than
one national securities exchange by
MIH, and (ii) ensure that any such
future MIH Controlled National
Securities Exchange would enjoy and
would be subject to the same
requirements, limitations and other SRO
standards as currently apply with
respect to MIAX under MIH’s charter
documents. This amendment would not
affect any of the requirements,
limitations or other SRO standards
which currently, and will continue to,
apply with respect to MIAX under
MIH’s charter documents. No changes to
the ownership or corporate structure of
MIAX or MIH are proposed by this
proposed rule change.
The Exchange also proposes to add a
reference to ‘‘Stockholders’’ in the
caption of Article VI, Section 2, add a
reference to ‘‘meeting of stockholders’’
in the text of Article VI, Section 2, and
replace the defined term ‘‘LLC
Members’’ with the more generic term
‘‘Equityholders’’ in Article VI, Section 2
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so that such MIH By-Law would equally
apply to any stockholders of a
Controlled National Securities Exchange
that is a corporate entity in the same
manner as it currently applies to limited
liability members of MIAX. This change
would correspond to the updated
references to a Controlled National
Securities Exchange replacing
references to MIAX elsewhere in the
MIH By-Laws.
The Exchange believes that the
foregoing changes are reasonably
designed to ensure that any MIH
Controlled National Securities Exchange
will enjoy and be subject to the same
requirements, limitations and other SRO
standards that currently apply under
MIH’s charter documents with respect
to MIAX, the only national securities
exchange that is currently controlled,
directly or indirectly, by MIH, including
limitations upon ownership and voting
of MIH capital stock and other
requirements designed to preserve the
independence of the self-regulatory
function of, and Commission oversight
over, any Controlled National Securities
Exchange. These changes will allow for
greater flexibility in the corporate
structure of MIH by enabling the MIH
Certificate of Incorporation and MIH ByLaws to accommodate the potential
future ownership of more than one
national securities exchange by MIH.
The Exchange notes that no changes to
the ownership or corporate structure of
either MIAX or MIH have occurred or
are being proposed by this proposed
rule change.
2. Statutory Basis
MIAX believes that this proposed rule
change is consistent with Section 6(b) of
the Act 8 in general, and furthers the
objectives of Sections 6(b)(1) and 6(b)(5)
of the Act 9 in particular, in that it
enables the Exchange to be so organized
as to have the capacity to carry out the
purposes of the Act and to comply, and
to enforce compliance by its Members
and persons associated with its
Members with, the provisions of the
Act, the rules and regulations
thereunder, and the rules of the
Exchange; and that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, to remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system and, in
8 15
9 15
E:\FR\FM\11JNN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(1) and (b)(5).
11JNN1
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general, to protect investors and the
public interest.
Specifically, this proposed rule
change is consistent with and will
facilitate an ownership structure by MIH
that will continue to provide the
Commission with appropriate oversight
tools to ensure that the Commission will
have the ability to enforce the Act with
respect to not only MIAX, but with
respect to any other national securities
exchange that may in the future be
controlled, directly or indirectly, by
MIH, and with respect to MIH as the
parent entity of any such Controlled
National Securities Exchange. It is
further consistent with and will
facilitate an ownership structure that
will provide the Commission with
appropriate oversight tools to ensure
that the Commission will have the
ability to enforce the Act with respect to
MIH’s directors, officers, employees and
agents to the extent they are involved in
the activities of a Controlled National
Securities Exchange.
This proposed rule change is also
consistent with and will facilitate an
ownership structure of any national
securities exchange that may in the
future be controlled, directly or
indirectly, by MIH, by providing such
Controlled National Securities Exchange
with appropriate oversight tools to carry
out the purposes of, and to comply with,
the Act, and to enforce compliance by
MIH as the parent holding entity, by the
Controlled National Securities
Exchange’s members and persons
associated with such members, and by
MIH’s directors, officers, employees and
agents to the extent they are involved in
the activities of such Controlled
National Securities Exchange, with the
Act, the rules and regulations
thereunder, and the internal rules of
such Controlled National Securities
Exchange as applicable.
This proposed rule change is also
consistent with and will help to ensure
that the requirements, limitations and
other SRO standards that currently
apply with respect to MIAX pursuant to
MIH’s charter documents, would also
equally apply with respect to any other
national securities exchange that MIH
may in the future control, directly or
indirectly, thereby serving to prevent
fraudulent and manipulative acts and
practices, promote just and equitable
principles of trade, foster cooperation
and coordination with persons engaged
in facilitating transactions in securities,
remove impediments to and perfect the
mechanisms of a free and open market
and a national market system, and
protect investors and the public interest.
For example, the equal application of
specifically enumerated requirements
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regarding the election of directors by
MIH as the LLC Member of MIAX,10 and
on other corporate functions of MIH as
the parent entity of MIAX, to MIH in its
capacity as an Equityholder or parent
entity of a Controlled National
Securities Exchange, will preserve the
independence of the self-regulatory
function of, and provide for
Commission oversight over, such
Controlled National Securities
Exchange. Such corporate functions of
MIH include those functions concerning
confidentiality, record-keeping and
cooperation with the Commission to the
extent related to the operations,
administration, self-regulatory function
or other activities of a Controlled
National Securities Exchange.11 MIH
charter provisions regarding the
foregoing are intended to facilitate the
free exercise of the self-regulatory
function of a Controlled National
Securities Exchange and protect against
inappropriate interference with such
function.12 Free exercise of the selfregulatory function of the Controlled
National Securities Exchange and
protection against inappropriate conflict
or interference with such function will
be further achieved by requiring that
any amendment or repeal of MIH
charter provisions be submitted to the
Board of Directors of each Controlled
National Securities Exchange and filed
with and approved by the Commission
if required,13 and by imposing
limitations on the voting, transfer and
ownership of shares of MIH’s capital
stock for so long as MIH controls,
directly or indirectly, any Controlled
National Securities Exchange.14
The Exchange’s proposed
amendments also address other nonsubstantive revisions which reflect
changes since the Commission granted
the Exchange’s registration as a national
securities exchange on December 3,
2012 15 in order to make the MIH
Certificate of Incorporation more
concise, clear and understandable for,
and eliminate the potential for
confusion to, an investor in MIH, a
MIAX member or other reader of MIH’s
charter documents, thereby protecting
investors and the public interest.
10 See Amended and Restated By-Laws of MIH,
Article VI, Section 2.
11 See Amended and Restated By-Laws of MIH,
Article VII.
12 See Amended and Restated By-Laws of MIH,
Article VII, Section 1.
13 See Amended and Restated Certificate of
Incorporation of MIH, Article Eighth.
14 See Amended and Restated Certificate of
Incorporation of MIH, Article Ninth and Article
Ninth subsections (a)(ii), (b)(i), and (b)(ii)(B).
15 See supra note 6.
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33307
Finally, this proposed rule change is
administrative in nature and does not
propose any changes to MIH’s or
MIAX’s current ownership or corporate
structure or MIAX’s operational or
trading structure. The Exchange will
continue to operate in the same manner
following the proposed rule change as it
operates today.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed changes to the MIH Certificate
of Incorporation and MIH By-Laws are
administrative in nature and are
designed to enable the Exchange to be
organized so as to have the capacity to
carry out the purposes of the Act and to
comply, and to enforce compliance by
its Exchange Members and persons
associated with its Exchange Members,
with the provisions of the Act, the rules
and regulations thereunder, and the
rules of the Exchange. As such, this is
not a competitive filing and thus does
not impose any burden on competition.
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
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days after the date of
the filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to 19(b)(3)(A)
of the Act 16 and Rule 19b–4(f)(6) 17
thereunder.
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
16 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
17 17
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Federal Register / Vol. 80, No. 112 / Thursday, June 11, 2015 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Robert W. Errett,
Deputy Secretary.
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:
[FR Doc. 2015–14243 Filed 6–10–15; 8:45 am]
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–
MIAX–2015–38 on the subject line.
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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.
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
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–MIAX–2015–38. 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
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–MIAX–
2015–38, and should be submitted on or
before July 2, 2015.
18 17
CFR 200.30–3(a)(12).
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BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Submission for OMB Review;
Comment Request
Extension:
Rule 154; OMB Control No. 3235–0495,
SEC File No. 270–438.
Notice is hereby given that, under the
Paperwork Reduction Act of 1995 (44
U.S.C. 3501–3520), the Securities and
Exchange Commission (the
‘‘Commission’’) has submitted to the
Office of Management and Budget a
request for extension of the previously
approved collection of information
discussed below.
The federal securities laws generally
prohibit an issuer, underwriter, or
dealer from delivering a security for sale
unless a prospectus meeting certain
requirements accompanies or precedes
the security. Rule 154 (17 CFR 230.154)
under the Securities Act of 1933 (15
U.S.C. 77a) (the ‘‘Securities Act’’)
permits, under certain circumstances,
delivery of a single prospectus to
investors who purchase securities from
the same issuer and share the same
address (‘‘householding’’) to satisfy the
applicable prospectus delivery
requirements.1 The purpose of rule 154
is to reduce the amount of duplicative
prospectuses delivered to investors
sharing the same address.
Under rule 154, a prospectus is
considered delivered to all investors at
a shared address, for purposes of the
federal securities laws, if the person
relying on the rule delivers the
prospectus to the shared address,
addresses the prospectus to the
investors as a group or to each of the
1 The Securities Act requires the delivery of
prospectuses to investors who buy securities from
an issuer or from underwriters or dealers who
participate in a registered distribution of securities.
See Securities Act sections 2(a)(10), 4(1), 4(3), 5(b)
(15 U.S.C. 77b(a)(10), 77d(1), 77d(3), 77e(b)); see
also rule 174 under the Securities Act (17 CFR
230.174) (regarding the prospectus delivery
obligation of dealers); rule 15c2–8 under the
Securities Exchange Act of 1934 (17 CFR 240.15c2–
8) (prospectus delivery obligations of brokers and
dealers).
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investors individually, and the investors
consent to the delivery of a single
prospectus. The rule applies to
prospectuses and prospectus
supplements. Currently, the rule
permits householding of all
prospectuses by an issuer, underwriter,
or dealer relying on the rule if, in
addition to the other conditions set forth
in the rule, the issuer, underwriter, or
dealer has obtained from each investor
written or implied consent to
householding.2 The rule requires
issuers, underwriters, or dealers that
wish to household prospectuses with
implied consent to send a notice to each
investor stating that the investors in the
household will receive one prospectus
in the future unless the investors
provide contrary instructions. In
addition, at least once a year, issuers,
underwriters, or dealers, relying on rule
154 for the householding of
prospectuses relating to open-end
management investment companies that
are registered under the Investment
Company Act of 1940 (‘‘mutual funds’’)
must explain to investors who have
provided written or implied consent
how they can revoke their consent.3
Preparing and sending the notice and
the annual explanation of the right to
revoke are collections of information.
The rule allows issuers, underwriters,
or dealers to household prospectuses if
certain conditions are met. Among the
conditions with which a person relying
on the rule must comply are providing
notice to each investor that only one
prospectus will be sent to the household
and, in the case of issuers that are
mutual funds, providing to each
investor who consents to householding
an annual explanation of the right to
revoke consent to the delivery of a
single prospectus to multiple investors
sharing an address. The purpose of the
notice and annual explanation
requirements of the rule is to ensure that
investors who wish to receive
individual copies of prospectuses are
able to do so.
Although rule 154 is not limited to
mutual funds, the Commission believes
that it is used mainly by mutual funds
and by broker-dealers that deliver
mutual fund prospectuses. The
Commission is unable to estimate the
number of issuers other than mutual
funds that rely on the rule.
The Commission estimates that, as of
March 2015, there are approximately
2 Rule 154 permits the householding of
prospectuses that are delivered electronically to
investors only if delivery is made to a shared
electronic address and the investors give written
consent to householding. Implied consent is not
permitted in such a situation. See rule 154(b)(4).
3 See Rule 154(c).
E:\FR\FM\11JNN1.SGM
11JNN1
Agencies
[Federal Register Volume 80, Number 112 (Thursday, June 11, 2015)]
[Notices]
[Pages 33305-33308]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-14243]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75116; File No. SR-MIAX-2015-38]
Self-Regulatory Organizations; Notice of Filing and Immediate
Effectiveness of a Proposed Rule Change by Miami International
Securities Exchange LLC To Amend the Amended and Restated Certificate
of Incorporation and the Amended and Restated By-Laws of the Sole
Limited Liability Company Member of MIAX, Miami International Holdings,
Inc.
June 5, 2015.
Pursuant to the provisions of 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 May 28, 2015, Miami International Securities
Exchange LLC (``MIAX'' or ``Exchange'') filed with the Securities and
Exchange Commission (``Commission'') a proposed rule change as
described in Items I, II, and III below, which Items have been prepared
by the Exchange. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is filing a proposal to amend the Amended and Restated
Certificate of Incorporation and the Amended and Restated By-Laws of
the sole limited liability company member of MIAX, Miami International
Holdings, Inc.
The text of the proposed rule change is available on the Exchange's
Web site at https://www.miaxoptions.com/filter/wotitle/rule_filing, at
MIAX's principal office, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend certain sections of: (i) The Amended
and Restated Certificate of Incorporation (``MIH Certificate of
Incorporation''), and (ii) the Amended and Restated By-Laws (``MIH By-
Laws''), of the sole limited liability company member of the Exchange,
Miami International Holdings, Inc. (``MIH'') to replace all references
to MIAX contained therein with references to a new defined term
``Controlled National Securities Exchange.'' This proposed amendment is
based upon use of the identical defined term in the corporate documents
of another national securities exchange.\3\ The term ``Controlled
National Securities Exchange'' is proposed to be defined as any
national securities exchange which MIH shall control, directly or
indirectly.\4\ As proposed, the defined term ``Controlled National
Securities Exchange'' would be more comprehensive than simple
references to MIAX in that it would equally apply to any other national
securities exchange that MIH may control, directly or indirectly, in
the future. As specifically noted in the proposed MIH Certificate of
Incorporation and MIH By-Laws,\5\ such defined term would continue to
cover MIAX (the sole national securities exchange currently controlled,
directly or indirectly, by MIH) for so long as MIAX is controlled,
directly or indirectly, by MIH. The Exchange also proposes to amend the
MIH Certificate of Incorporation to make other non-substantive
revisions which (i) correspond to the aforementioned updated references
to ``Controlled National Securities Exchange,'' and (ii) reflect other
minor changes to charter provisions no longer applicable since the
Commission granted the Exchange's registration as a national securities
exchange on December 3, 2012.\6\
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\3\ See Certificate of Incorporation of International Securities
Exchange Holdings, Inc. (``ISE Holdings''), Article Fourth, Section
III, Articles Tenth through Fourteenth; Second Amended and Restated
By-Laws of ISE Holdings, Article I, Sections 1.4, 1.5 and 1.6,
Article X, Section 10.1 and Article XI, Sections 11.1(b) and
11.2(b). See also Securities Exchange Act Release Nos. 59135
(December 22, 2008), 73 FR 79954 (December 30, 2008) (SR-ISE-2008-
85).
\4\ Such other national securities exchange has defined the term
in substantially the same manner as proposed to be defined by MIAX.
See Certificate of Incorporation of ISE Holdings, Article Fourth,
Section III(a); Second Amended and Restated By-Laws of ISE Holdings,
Article I, Section 1.4. See also Securities Exchange Act Release
Nos. 59135 (December 22, 2008), 73 FR 79954 (December 30, 2008) (SR-
ISE-2008-85).
\5\ See Amended and Restated Certificate of Incorporation of
MIH, Article Eighth; Amended and Restated By-Laws of MIH, Article
VI, Section 2.
\6\ See Securities Exchange Act Release No. 68341 (December 3,
2012), 77 FR 73089 (December 7, 2012) (File No. 10-207).
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MIH Certificate of Incorporation
The Exchange proposes to amend the MIH Certificate of Incorporation
to substitute references to MIAX with the defined term ``Controlled
National Securities Exchange'' and define it in Article EIGHTH as
follows:
For so long as this Corporation shall control, directly or indirectly,
one or more national securities exchange (each a ``Controlled National
Securities Exchange''), including but not limited to Miami
International Securities Exchange, LLC, or a facility thereof . . . .
Article EIGHTH would thereby make clear that MIAX is covered as a
Controlled National Securities Exchange. The terminology ``Controlled
National Securities Exchange,'' ``a Controlled National Securities
Exchange,'' or ``each Controlled National Securities Exchange'' would
be substituted in place of the terminology ``Miami International
Securities Exchange, LLC'' or ``the Miami International Securities
Exchange, LLC'' in Article EIGHTH (to require that any amendment to or
any repeal of any provision of the MIH Certificate of Incorporation be
submitted to the Board of Directors of each Controlled National
Securities Exchange), Article NINTH and Article NINTH subsections
(a)(ii), (b)(i), and (b)(ii)(B) (to impose limitations on the voting,
transfer and ownership of shares of MIH's capital stock for so long as
MIH shall control, directly or indirectly, any Controlled National
Securities Exchange).
These changes would (i) enable the MIH Certificate of Incorporation
to accommodate the potential future ownership of more than one national
securities exchange by MIH, and (ii) ensure that any such future MIH
Controlled National Securities Exchange would enjoy and would be
subject to the same requirements, limitations and other self-regulatory
organization
[[Page 33306]]
(``SRO'') standards as currently apply with respect to MIAX under MIH's
charter documents. This amendment would not affect any of the
requirements, limitations or other SRO standards which currently, and
will continue to, apply with respect to MIAX under MIH's charter
documents. No changes to the ownership or corporate structure of MIAX
or MIH are proposed by this proposed rule change.
The Exchange also proposes to clarify the defined term ``Exchange
Member'' in Article NINTH, Subsection (a)(ii)(D), so that it would
apply to ``any Person that is a registered broker or dealer that has
been admitted to membership in a Controlled National Securities
Exchange'' rather than to ``any Person that is a registered broker or
dealer that has been admitted to membership in the national securities
exchange known as Miami International Securities, LLC'' as it is
currently defined. This change would broaden the defined term
``Exchange Member'' to include any member of an applicable Controlled
National Securities Exchange, so that it would not be limited to
members of MIAX alone, and to correspond to the updated references to a
Controlled National Securities Exchange replacing MIAX elsewhere in the
MIH Certificate of Incorporation.
In addition to the changes set forth above, the Exchange proposes
to make the following non-substantive changes to the MIH Certificate of
Incorporation: (i) Define the Securities Exchange Act of 1934, as
amended, as ``(the `Act')'' in Article FOURTH, subsection D7(a), and
(ii) clarify in Article EIGHTH and Article TENTH, Section (b) that the
references to the MIH Certificate of Incorporation are references to
the ``Amended and Restated'' Certificate of Incorporation of MIH. The
Exchange also proposes to delete dated references to time periods and
events that have expired. Specifically, the Exchange proposes to delete
text in Articles EIGHTH and NINTH referring to commencement of certain
obligations upon the registration of MIAX as a national securities
exchange, since such registration was granted on December 3, 2012.\7\
These clarifying changes would make the MIH Certificate of
Incorporation more concise, clear and understandable for, and eliminate
the potential for confusion to, an investor in MIH, a MIAX member or
other reader of the MIH Certificate of Incorporation.
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\7\ See supra note 6.
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MIH By-Laws
The Exchange proposes to amend the MIH By-Laws to substitute
references to MIAX with the defined term ``Controlled National
Securities Exchange'' and define it in Article VI, Section 2 as ``any
national securities exchange which this Corporation shall control,
directly or indirectly (each, a `Controlled National Securities
Exchange'), including but not limited to Miami International Securities
Exchange, LLC. . .''. Article VI, Section 2 would thereby make clear
that MIAX is covered as a Controlled National Securities Exchange. The
terminology ``Controlled National Securities Exchange,'' ``a Controlled
National Securities Exchange,'' ``any Controlled National Securities
Exchange,'' ``each Controlled National Securities Exchange,'' or ``such
Controlled National Securities Exchange'' would replace the terminology
``Miami International Securities Exchange, LLC'' or ``the Miami
International Securities Exchange, LLC'' in MIH By-Law Article VI,
Section 2 (regarding meetings of LLC Members or Stockholders of any
Controlled National Securities Exchange), Article VII, Sections 1
through 6 (regarding SRO Function of any Controlled National Securities
Exchange), Article XI, Section 2 (regarding liability to exchange
members for loss or damage arising out of their use or enjoyment of the
facilities of any Controlled National Securities Exchange), and Article
XII, Section 1 (requiring that any amendment to or repeal of any MIH
By-Law provision be submitted to the Board of Directors of a Controlled
National Securities Exchange).
These changes would (i) enable the MIH By-Laws to accommodate the
potential future ownership of more than one national securities
exchange by MIH, and (ii) ensure that any such future MIH Controlled
National Securities Exchange would enjoy and would be subject to the
same requirements, limitations and other SRO standards as currently
apply with respect to MIAX under MIH's charter documents. This
amendment would not affect any of the requirements, limitations or
other SRO standards which currently, and will continue to, apply with
respect to MIAX under MIH's charter documents. No changes to the
ownership or corporate structure of MIAX or MIH are proposed by this
proposed rule change.
The Exchange also proposes to add a reference to ``Stockholders''
in the caption of Article VI, Section 2, add a reference to ``meeting
of stockholders'' in the text of Article VI, Section 2, and replace the
defined term ``LLC Members'' with the more generic term
``Equityholders'' in Article VI, Section 2 so that such MIH By-Law
would equally apply to any stockholders of a Controlled National
Securities Exchange that is a corporate entity in the same manner as it
currently applies to limited liability members of MIAX. This change
would correspond to the updated references to a Controlled National
Securities Exchange replacing references to MIAX elsewhere in the MIH
By-Laws.
The Exchange believes that the foregoing changes are reasonably
designed to ensure that any MIH Controlled National Securities Exchange
will enjoy and be subject to the same requirements, limitations and
other SRO standards that currently apply under MIH's charter documents
with respect to MIAX, the only national securities exchange that is
currently controlled, directly or indirectly, by MIH, including
limitations upon ownership and voting of MIH capital stock and other
requirements designed to preserve the independence of the self-
regulatory function of, and Commission oversight over, any Controlled
National Securities Exchange. These changes will allow for greater
flexibility in the corporate structure of MIH by enabling the MIH
Certificate of Incorporation and MIH By-Laws to accommodate the
potential future ownership of more than one national securities
exchange by MIH. The Exchange notes that no changes to the ownership or
corporate structure of either MIAX or MIH have occurred or are being
proposed by this proposed rule change.
2. Statutory Basis
MIAX believes that this proposed rule change is consistent with
Section 6(b) of the Act \8\ in general, and furthers the objectives of
Sections 6(b)(1) and 6(b)(5) of the Act \9\ in particular, in that it
enables the Exchange to be so organized as to have the capacity to
carry out the purposes of the Act and to comply, and to enforce
compliance by its Members and persons associated with its Members with,
the provisions of the Act, the rules and regulations thereunder, and
the rules of the Exchange; and that it is designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in facilitating transactions in securities, to
remove impediments to and perfect the mechanisms of a free and open
market and a national market system and, in
[[Page 33307]]
general, to protect investors and the public interest.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(1) and (b)(5).
---------------------------------------------------------------------------
Specifically, this proposed rule change is consistent with and will
facilitate an ownership structure by MIH that will continue to provide
the Commission with appropriate oversight tools to ensure that the
Commission will have the ability to enforce the Act with respect to not
only MIAX, but with respect to any other national securities exchange
that may in the future be controlled, directly or indirectly, by MIH,
and with respect to MIH as the parent entity of any such Controlled
National Securities Exchange. It is further consistent with and will
facilitate an ownership structure that will provide the Commission with
appropriate oversight tools to ensure that the Commission will have the
ability to enforce the Act with respect to MIH's directors, officers,
employees and agents to the extent they are involved in the activities
of a Controlled National Securities Exchange.
This proposed rule change is also consistent with and will
facilitate an ownership structure of any national securities exchange
that may in the future be controlled, directly or indirectly, by MIH,
by providing such Controlled National Securities Exchange with
appropriate oversight tools to carry out the purposes of, and to comply
with, the Act, and to enforce compliance by MIH as the parent holding
entity, by the Controlled National Securities Exchange's members and
persons associated with such members, and by MIH's directors, officers,
employees and agents to the extent they are involved in the activities
of such Controlled National Securities Exchange, with the Act, the
rules and regulations thereunder, and the internal rules of such
Controlled National Securities Exchange as applicable.
This proposed rule change is also consistent with and will help to
ensure that the requirements, limitations and other SRO standards that
currently apply with respect to MIAX pursuant to MIH's charter
documents, would also equally apply with respect to any other national
securities exchange that MIH may in the future control, directly or
indirectly, thereby serving to prevent fraudulent and manipulative acts
and practices, promote just and equitable principles of trade, foster
cooperation and coordination with persons engaged in facilitating
transactions in securities, remove impediments to and perfect the
mechanisms of a free and open market and a national market system, and
protect investors and the public interest.
For example, the equal application of specifically enumerated
requirements regarding the election of directors by MIH as the LLC
Member of MIAX,\10\ and on other corporate functions of MIH as the
parent entity of MIAX, to MIH in its capacity as an Equityholder or
parent entity of a Controlled National Securities Exchange, will
preserve the independence of the self-regulatory function of, and
provide for Commission oversight over, such Controlled National
Securities Exchange. Such corporate functions of MIH include those
functions concerning confidentiality, record-keeping and cooperation
with the Commission to the extent related to the operations,
administration, self-regulatory function or other activities of a
Controlled National Securities Exchange.\11\ MIH charter provisions
regarding the foregoing are intended to facilitate the free exercise of
the self-regulatory function of a Controlled National Securities
Exchange and protect against inappropriate interference with such
function.\12\ Free exercise of the self-regulatory function of the
Controlled National Securities Exchange and protection against
inappropriate conflict or interference with such function will be
further achieved by requiring that any amendment or repeal of MIH
charter provisions be submitted to the Board of Directors of each
Controlled National Securities Exchange and filed with and approved by
the Commission if required,\13\ and by imposing limitations on the
voting, transfer and ownership of shares of MIH's capital stock for so
long as MIH controls, directly or indirectly, any Controlled National
Securities Exchange.\14\
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\10\ See Amended and Restated By-Laws of MIH, Article VI,
Section 2.
\11\ See Amended and Restated By-Laws of MIH, Article VII.
\12\ See Amended and Restated By-Laws of MIH, Article VII,
Section 1.
\13\ See Amended and Restated Certificate of Incorporation of
MIH, Article Eighth.
\14\ See Amended and Restated Certificate of Incorporation of
MIH, Article Ninth and Article Ninth subsections (a)(ii), (b)(i),
and (b)(ii)(B).
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The Exchange's proposed amendments also address other non-
substantive revisions which reflect changes since the Commission
granted the Exchange's registration as a national securities exchange
on December 3, 2012 \15\ in order to make the MIH Certificate of
Incorporation more concise, clear and understandable for, and eliminate
the potential for confusion to, an investor in MIH, a MIAX member or
other reader of MIH's charter documents, thereby protecting investors
and the public interest.
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\15\ See supra note 6.
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Finally, this proposed rule change is administrative in nature and
does not propose any changes to MIH's or MIAX's current ownership or
corporate structure or MIAX's operational or trading structure. The
Exchange will continue to operate in the same manner following the
proposed rule change as it operates today.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The proposed changes to the
MIH Certificate of Incorporation and MIH By-Laws are administrative in
nature and are designed to enable the Exchange to be organized so as to
have the capacity to carry out the purposes of the Act and to comply,
and to enforce compliance by its Exchange Members and persons
associated with its Exchange Members, with the provisions of the Act,
the rules and regulations thereunder, and the rules of the Exchange. As
such, this is not a competitive filing and thus does not impose any
burden on competition.
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
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days after the date of the filing, or such
shorter time as the Commission may designate, it has become effective
pursuant to 19(b)(3)(A) of the Act \16\ and Rule 19b-4(f)(6) \17\
thereunder.
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\16\ 15 U.S.C. 78s(b)(3)(A).
\17\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of
[[Page 33308]]
the purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-MIAX-2015-38 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-MIAX-2015-38. 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 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-MIAX-2015-38,
and should be submitted on or before July 2, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-14243 Filed 6-10-15; 8:45 am]
BILLING CODE 8011-01-P