Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change to Manipulative Operations, 53211-53213 [2015-21665]
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Federal Register / Vol. 80, No. 170 / Wednesday, September 2, 2015 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75773; File No. SR–Phlx–
2015–73]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change to Manipulative
Operations
August 27, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on August
19, 2015, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I and
II 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rules 782, entitled ‘‘Manipulative
Operations’’ to enumerate manipulative
trading practices which are already
prohibited, but not specified.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxphlx.cchwallstreet.com/, at
the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
mstockstill on DSK4VPTVN1PROD with NOTICES
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.
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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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 this proposed rule
change is to amend Rule 782, entitled
‘‘Manipulative Operations’’ to specify
other manipulative trading practices
which are currently prohibited. Today
the manipulative trade practices
specified in the amended rule text are
prohibited from being transacted on the
Exchange pursuant to both federal
laws 3 and Exchange Rules.4 The
enumerated manipulative practices in
Rule 782, including the amended rule
text, is not an exhaustive list, rather,
these activities serve as guidance to
certain trading practices that are
prohibited on Phlx.
The Exchange proposes to adopt the
rule text currently in The NASDAQ
Stock Market LLC (‘‘Nasdaq’’) Rule
3351, entitled ‘‘Trading Practices’’ to
provide market participants with
additional guidance related to
prohibited trading practices.5 The
proposed rule text would enumerate
certain manipulative trading practices,
which are currently prohibited. Phlx
Rule 782 applies to both equities and
options transactions.
The new rule text would enumerate
prohibitions such that no member or
member organization shall be permitted
to execute or cause to be executed or
participate in an account for which
there are executed purchases of any
listed security, at successively higher
prices, or sales of any such security at
successively lower prices, for the
purpose of creating or inducing a false,
misleading or artificial appearance of
activity in such security or for the
purpose of unduly or improperly
influencing the market price for such
security or for the purpose of
establishing a price which does not
reflect the true state of the market in
such security.
No member or member organization
would be permitted to create or induce
a false or misleading appearance of
activity in a listed security or create or
induce a false or misleading appearance
with respect to the market in such
security for these types of activities in
3 See
17 CFR 10b–5.
Rule 782 currently states, ‘‘[n]o member,
member organization, partner or stockholder
therein shall directly or indirectly participate in or
have any interest in the profits of a manipulative
operation or knowingly manage or finance a
manipulative operation.’’ Also, Phlx Rule 707
prohibits conduct inconsistent with just and
equitable principles of trade and Rule 708 prohibits
acts detrimental to the welfare of the Exchange.
5 Nasdaq Rule 3351 is an equities rule.
4 Phlx
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53211
the amended rule text: (1) Execute any
transaction in such security which
involves no change in the beneficial
ownership thereof; or (2) enter any order
or orders for the purchase of such
security with the knowledge that an
order or orders of substantially the same
size, and at substantially the same price,
for the sale of any such security, has
been or will be entered by or for the
same or different parties; or (3) enter
any order or orders for the sale of any
such security with the knowledge that
an order or orders of substantially the
same size, and at substantially the same
price, for the purchase of such security,
has been or will be entered by or for the
same or different parties.
The new rule text would specify that
no member or member organization
would be permitted to execute
purchases or sales of a listed security for
any account in which such member or
member organization is directly or
indirectly interested, which purchases
or sales are excessive in view of the
member’s or member organization’s
financial resources or in view of the
market for such security.
The rule text enumerates a
prohibition for members and member
organizations from participating directly
or indirectly, in the profits of a
manipulative operation or knowingly
managing or financing a manipulative
operation. This would include: (1) Any
pool, syndicate or joint account
organized or used intentionally for the
purpose of unfairly influencing the
market price of a listed security; (2) the
solicitation of subscriptions to or the
acceptance of discretionary orders from
any such pool, syndicate or joint
account; or (3) the carrying on margin of
a position in such securities or the
advancing of credit through loans to any
such pool, syndicate or joint account.
The rule text specifies that no member
or member organization shall make any
statement or circulate and disseminate
any information concerning a listed
security which such member knows or
has reasonable grounds for believing is
false or misleading or would improperly
influence the market price of such
security.
No member, member organization or
person associated with a member or
member organization shall, directly or
indirectly, hold any interest or
participation in any joint account for
buying or selling a listed security,
unless such joint account is promptly
reported to Phlx. The report should
contain the following information for
each account: (1) Name of the account,
with names of all participants and their
respective interests in profits and losses;
(2) a statement regarding the purpose of
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mstockstill on DSK4VPTVN1PROD with NOTICES
the account; (3) name of the member
carrying and clearing the account; and
(4) a copy of any written agreement or
instrument relating to the account.
The rule text states that no member or
member organization shall offer that a
transaction or transactions to buy or sell
a listed security will influence the
closing transaction on the Consolidated
Tape or The Options Price Reporting
Authority (‘‘OPRA’’). A member or
member organization may, but is not
obligated to, accept a stop order in a
listed security. A buy stop order is an
order to buy which becomes a market
order when a transaction takes place at
or above the stop price. A sell stop order
is an order to sell which becomes a
market order when a transaction takes
place at or below the stop price. A
member or member organization may,
but is not obligated to, accept stop limit
orders in listed securities. When a
transaction occurs at the stop price, the
stop limit order to buy or sell becomes
a limit order at the limit price.
No member, member organization or
person associated with a member or
member organization shall execute or
cause to be executed, directly or
indirectly, on a Phlx transaction in a
security subject to an initial public
offering until such security has first
opened for trading on the national
securities exchange listing the security,
as indicated by the dissemination of an
opening transaction in the security by
the listing exchange via the
Consolidated Tape or OPRA.
The Exchange believes that the
addition of this rule text will bolster the
current rule and provide members and
member organizations with guidance on
the type of manipulative practices that
are specifically prohibited on Phlx.
Also, the Exchange believes that the
addition of the rule text will serve to
also conform the Exchange’s rule to that
of Nasdaq.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 6 in general, and furthers the
objectives of Section 6(b)(5) of the Act 7
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system and, in
general, to protect investors and the
6 15
7 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
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19:04 Sep 01, 2015
Jkt 235001
public interest. The Exchange believes
that the proposed rule text will prevent
fraudulent and manipulative acts and
practices, promote just and equitable
principles of trade, and better protect
investors and the public interest.
The Exchange believes is the
proposed rule change is consistent with
principles of just and equitable
principles of trade while also ensuring
that members and member organizations
may continue to engage in transactions
that do not present the risk of abusive
trading practices that the rule is
intended to prevent. The Exchange
believes that proposed rule text would
enhance the protection of orders of
market participants by specifically
addressing various types of currently
prohibited abusive trading that may be
intended to take advantage of such
orders. Specifically, the proposed rule
change seeks to provide greater
guidance by enumerating certain
manipulative trading practices that are
currently prohibited.
As previously noted, the proposed
rule text is similar to Nasdaq Rule 3351.
While Nasdaq Rule 3351 applies to
equity transactions, Phlx proposes to
apply the amended rule text to both
equity and options transactions, as is
the case today with Rule 782 today. The
Exchange believes that specifying the
type of manipulative conduct that is
already prohibited and described in
Rule 782, including the amended rule
text, on both the equities and options
market will prevent fraudulent and
manipulative acts and practices,
promote just and equitable principles of
trade and better protect investors and
the public interest. The Exchange
proposes to prohibit this type of
behavior on the Exchange as a whole.
The Exchange believes specifying the
practices that are currently prohibited
on both the equities and options
markets promotes just and equitable
principles of trade.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
The proposed rule change is not
designed to address any competitive
issues, rather it is designed to enable the
Exchange to protect orders of market
participants from abusive and
manipulative conduct on both the
equities and options markets, by
offering additional guidance, while also
harmonizing the rule to that of Nasdaq.
The Exchange’s proposed amendments
seek to harmonize the Rulebook with
that of Nasdaq.
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Fmt 4703
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 8 and Rule
19b–4(f)(6) thereunder.9 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
for 30 days from the date on which it
was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 10 and Rule 19b–4(f)(6)
thereunder.11
A proposed rule change filed under
Rule 19b–4(f)(6) 12 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),13 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposed
rule change may become operative
immediately.
The Exchange believes that the
proposal would benefit investors and
market participants by specifically
enumerating certain abusive and
manipulative trading practices, which
the Exchange notes are currently
prohibited. The Exchange further states
that amending Phlx Rule 782 to provide
market participants with additional
guidance regarding such activity would
‘‘benefit the protection of investors and
the public interest.’’ Based on the
foregoing, the Commission finds that
waiving the 30-day operative delay is
consistent with the protection of
8 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
10 15 U.S.C. 78s(b)(3)(A).
11 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires the Exchange to give the
Commission written notice of the Exchange’s intent
to file the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
12 17 CFR 240.19b–4(f)(6).
13 17 CFR 240.19b–4(f)(6)(iii).
9 17
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Federal Register / Vol. 80, No. 170 / Wednesday, September 2, 2015 / Notices
investors and the public interest and
hereby designates the proposal
operative upon filing.14
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
change 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–
Phlx–2015–73 on the subject line.
mstockstill on DSK4VPTVN1PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–Phlx–2015–73. 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.,
14 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
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19:04 Sep 01, 2015
Jkt 235001
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–Phlx–
2015–73, and should be submitted on or
before September 23, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–21665 Filed 9–1–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75766; File No. SR–BOX–
2015–22]
Self-Regulatory Organizations; BOX
Options Exchange LLC; Order
Granting Approval of a Proposed Rule
Change To Implement the Governance
Provisions of an Equity Rights
Program
August 27, 2015.
I. Introduction
On June 25, 2015, BOX Options
Exchange LLC (the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’),1 and
Rule 19b–4 thereunder,2 a proposed rule
change to implement the governance
provisions of a volume performance
rights program (the ‘‘VPR Program’’).
The proposed rule change was
published for comment in the Federal
Register on July 13, 2015.3 The
Commission received no comments on
the proposal. This order approves the
proposed rule change.
15 17
CFR 200.30–3(a)(12), (59).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 75374
(July 7, 2015), 80 FR 40100 (SR–BOX–2015–22)
(‘‘Notice’’).
1 15
PO 00000
Frm 00113
Fmt 4703
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53213
II. Description
Under the VPR Program, BOX 4
Options Participants 5 (‘‘Participants’’)
that take part in the Program will have
the right to acquire equity in, and
receive distributions from, BOX
Holdings Group LLC (‘‘Holdings’’), an
affiliate of the Exchange and direct
parent entity of BOX, in exchange for a
nominal cash payment and the
achievement of certain order flow
volume commitments over a period of
five years.6 Pursuant to the VPR
Program, Volume Performance Rights
(‘‘VPRs’’) were issued to Participants
that elected to participate, met the
eligibility criteria and made the initial
cash payment (‘‘Subscribers’’).7
Each VPR is comprised of the right to
receive 8.5 unvested new Class C
Membership Units of Holdings (‘‘Class C
Units’’), upon effectiveness of this
proposed rule change. One VPR per
Tranche will be eligible to vest each
quarter of the five (5) year Program
period, subject to the Subscriber
meeting its volume commitment for that
quarter. In addition, VPRs may be
reallocated among Subscribers based
upon exceeding or failing to meet
Subscribers’ volume commitments
during the VPR Program period.8
A. Ownership Units
As described in more detail in the
Notice,9 in order to implement certain
aspects of the VPR Program, Holdings
would amend its existing Limited
Liability Company Agreement (the
‘‘Holdings LLC Agreement’’) by
adopting an Amended and Restated
Limited Liability Company Agreement
of Holdings (the ‘‘Restated Holdings
LLC Agreement’’), to create Class C
4 ‘‘BOX’’ means BOX Market LLC, an options
trading facility of the Exchange. See BOX Rule
100(a)(7).
5 ‘‘Options Participant’’ or ‘‘Participant’’ means a
firm, or organization that is registered with the
Exchange pursuant to the Rule 2000 Series for
purposes of participating in options trading on BOX
as an ‘‘Order Flow Provider’’ or ‘‘Market Maker.’’
See BOX Rule 100(a)(40).
6 See Securities Exchange Act Release No. 74114
(January 22, 2015), 80 FR 4611 (January 28, 2015)
(SR–BOX–2015–03) (the ‘‘VPR Filing’’). See also
Securities Exchange Act Release No. 74171 (January
29, 2015), 80 FR 6153 (February 4, 2015) (SR–BOX–
2015–05) (extending the deadline to participate in
the VPR program until January 14, 2015) (the
‘‘Second VPR Filing’’).
7 See Notice, supra note 3, at 40101. The VPRs
were issued in tranches of twenty (20) VPRs (each,
a ‘‘Tranche’’) with a minimum subscription of two
(2) Tranches per Subscriber. According to the
Exchange, twenty-seven (27) Tranches have been
issued in connection with the VPR Program. See id.
8 See Notice, supra note 3, at 40101.
9 See id.
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Agencies
[Federal Register Volume 80, Number 170 (Wednesday, September 2, 2015)]
[Notices]
[Pages 53211-53213]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-21665]
[[Page 53211]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75773; File No. SR-Phlx-2015-73]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change to
Manipulative Operations
August 27, 2015.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on August 19, 2015, NASDAQ OMX PHLX LLC (``Phlx'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``Commission'') the proposed rule change as described in Items I and II
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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rules 782, entitled ``Manipulative
Operations'' to enumerate manipulative trading practices which are
already prohibited, but not specified.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxphlx.cchwallstreet.com/, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to amend Rule 782,
entitled ``Manipulative Operations'' to specify other manipulative
trading practices which are currently prohibited. Today the
manipulative trade practices specified in the amended rule text are
prohibited from being transacted on the Exchange pursuant to both
federal laws \3\ and Exchange Rules.\4\ The enumerated manipulative
practices in Rule 782, including the amended rule text, is not an
exhaustive list, rather, these activities serve as guidance to certain
trading practices that are prohibited on Phlx.
---------------------------------------------------------------------------
\3\ See 17 CFR 10b-5.
\4\ Phlx Rule 782 currently states, ``[n]o member, member
organization, partner or stockholder therein shall directly or
indirectly participate in or have any interest in the profits of a
manipulative operation or knowingly manage or finance a manipulative
operation.'' Also, Phlx Rule 707 prohibits conduct inconsistent with
just and equitable principles of trade and Rule 708 prohibits acts
detrimental to the welfare of the Exchange.
---------------------------------------------------------------------------
The Exchange proposes to adopt the rule text currently in The
NASDAQ Stock Market LLC (``Nasdaq'') Rule 3351, entitled ``Trading
Practices'' to provide market participants with additional guidance
related to prohibited trading practices.\5\ The proposed rule text
would enumerate certain manipulative trading practices, which are
currently prohibited. Phlx Rule 782 applies to both equities and
options transactions.
---------------------------------------------------------------------------
\5\ Nasdaq Rule 3351 is an equities rule.
---------------------------------------------------------------------------
The new rule text would enumerate prohibitions such that no member
or member organization shall be permitted to execute or cause to be
executed or participate in an account for which there are executed
purchases of any listed security, at successively higher prices, or
sales of any such security at successively lower prices, for the
purpose of creating or inducing a false, misleading or artificial
appearance of activity in such security or for the purpose of unduly or
improperly influencing the market price for such security or for the
purpose of establishing a price which does not reflect the true state
of the market in such security.
No member or member organization would be permitted to create or
induce a false or misleading appearance of activity in a listed
security or create or induce a false or misleading appearance with
respect to the market in such security for these types of activities in
the amended rule text: (1) Execute any transaction in such security
which involves no change in the beneficial ownership thereof; or (2)
enter any order or orders for the purchase of such security with the
knowledge that an order or orders of substantially the same size, and
at substantially the same price, for the sale of any such security, has
been or will be entered by or for the same or different parties; or (3)
enter any order or orders for the sale of any such security with the
knowledge that an order or orders of substantially the same size, and
at substantially the same price, for the purchase of such security, has
been or will be entered by or for the same or different parties.
The new rule text would specify that no member or member
organization would be permitted to execute purchases or sales of a
listed security for any account in which such member or member
organization is directly or indirectly interested, which purchases or
sales are excessive in view of the member's or member organization's
financial resources or in view of the market for such security.
The rule text enumerates a prohibition for members and member
organizations from participating directly or indirectly, in the profits
of a manipulative operation or knowingly managing or financing a
manipulative operation. This would include: (1) Any pool, syndicate or
joint account organized or used intentionally for the purpose of
unfairly influencing the market price of a listed security; (2) the
solicitation of subscriptions to or the acceptance of discretionary
orders from any such pool, syndicate or joint account; or (3) the
carrying on margin of a position in such securities or the advancing of
credit through loans to any such pool, syndicate or joint account.
The rule text specifies that no member or member organization shall
make any statement or circulate and disseminate any information
concerning a listed security which such member knows or has reasonable
grounds for believing is false or misleading or would improperly
influence the market price of such security.
No member, member organization or person associated with a member
or member organization shall, directly or indirectly, hold any interest
or participation in any joint account for buying or selling a listed
security, unless such joint account is promptly reported to Phlx. The
report should contain the following information for each account: (1)
Name of the account, with names of all participants and their
respective interests in profits and losses; (2) a statement regarding
the purpose of
[[Page 53212]]
the account; (3) name of the member carrying and clearing the account;
and (4) a copy of any written agreement or instrument relating to the
account.
The rule text states that no member or member organization shall
offer that a transaction or transactions to buy or sell a listed
security will influence the closing transaction on the Consolidated
Tape or The Options Price Reporting Authority (``OPRA''). A member or
member organization may, but is not obligated to, accept a stop order
in a listed security. A buy stop order is an order to buy which becomes
a market order when a transaction takes place at or above the stop
price. A sell stop order is an order to sell which becomes a market
order when a transaction takes place at or below the stop price. A
member or member organization may, but is not obligated to, accept stop
limit orders in listed securities. When a transaction occurs at the
stop price, the stop limit order to buy or sell becomes a limit order
at the limit price.
No member, member organization or person associated with a member
or member organization shall execute or cause to be executed, directly
or indirectly, on a Phlx transaction in a security subject to an
initial public offering until such security has first opened for
trading on the national securities exchange listing the security, as
indicated by the dissemination of an opening transaction in the
security by the listing exchange via the Consolidated Tape or OPRA.
The Exchange believes that the addition of this rule text will
bolster the current rule and provide members and member organizations
with guidance on the type of manipulative practices that are
specifically prohibited on Phlx. Also, the Exchange believes that the
addition of the rule text will serve to also conform the Exchange's
rule to that of Nasdaq.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \6\ in general, and furthers the objectives of Section
6(b)(5) of the Act \7\ in particular, in that it is designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in facilitating transactions in securities, to
remove impediments to and perfect the mechanism of a free and open
market and a national market system and, in general, to protect
investors and the public interest. The Exchange believes that the
proposed rule text will prevent fraudulent and manipulative acts and
practices, promote just and equitable principles of trade, and better
protect investors and the public interest.
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\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
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The Exchange believes is the proposed rule change is consistent
with principles of just and equitable principles of trade while also
ensuring that members and member organizations may continue to engage
in transactions that do not present the risk of abusive trading
practices that the rule is intended to prevent. The Exchange believes
that proposed rule text would enhance the protection of orders of
market participants by specifically addressing various types of
currently prohibited abusive trading that may be intended to take
advantage of such orders. Specifically, the proposed rule change seeks
to provide greater guidance by enumerating certain manipulative trading
practices that are currently prohibited.
As previously noted, the proposed rule text is similar to Nasdaq
Rule 3351. While Nasdaq Rule 3351 applies to equity transactions, Phlx
proposes to apply the amended rule text to both equity and options
transactions, as is the case today with Rule 782 today. The Exchange
believes that specifying the type of manipulative conduct that is
already prohibited and described in Rule 782, including the amended
rule text, on both the equities and options market will prevent
fraudulent and manipulative acts and practices, promote just and
equitable principles of trade and better protect investors and the
public interest. The Exchange proposes to prohibit this type of
behavior on the Exchange as a whole. The Exchange believes specifying
the practices that are currently prohibited on both the equities and
options markets promotes just and equitable principles of trade.
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act. The proposed rule change is not designed to address any
competitive issues, rather it is designed to enable the Exchange to
protect orders of market participants from abusive and manipulative
conduct on both the equities and options markets, by offering
additional guidance, while also harmonizing the rule to that of Nasdaq.
The Exchange's proposed amendments seek to harmonize the Rulebook with
that of Nasdaq.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \8\ and Rule 19b-4(f)(6) thereunder.\9\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days from the date on which it was filed, or such shorter time as the
Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act \10\ and Rule 19b-
4(f)(6) thereunder.\11\
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\8\ 15 U.S.C. 78s(b)(3)(A)(iii).
\9\ 17 CFR 240.19b-4(f)(6).
\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires the Exchange to give the Commission written notice of the
Exchange's intent to file the proposed rule change, along with a
brief description and text of the proposed rule change, at least
five business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission. The
Exchange has satisfied this requirement.
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A proposed rule change filed under Rule 19b-4(f)(6) \12\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b-4(f)(6)(iii),\13\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposed
rule change may become operative immediately.
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\12\ 17 CFR 240.19b-4(f)(6).
\13\ 17 CFR 240.19b-4(f)(6)(iii).
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The Exchange believes that the proposal would benefit investors and
market participants by specifically enumerating certain abusive and
manipulative trading practices, which the Exchange notes are currently
prohibited. The Exchange further states that amending Phlx Rule 782 to
provide market participants with additional guidance regarding such
activity would ``benefit the protection of investors and the public
interest.'' Based on the foregoing, the Commission finds that waiving
the 30-day operative delay is consistent with the protection of
[[Page 53213]]
investors and the public interest and hereby designates the proposal
operative upon filing.\14\
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\14\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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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 the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule change 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-Phlx-2015-73 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-Phlx-2015-73. 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-Phlx-2015-73,
and should be submitted on or before September 23, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12), (59).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-21665 Filed 9-1-15; 8:45 am]
BILLING CODE 8011-01-P