Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Adding Definitions Applicable to Certain Co-Location Services to the Exchange's Price List and Modifying the Fee for Users That Host Their Customers at the Exchange's Data Center, 60190-60193 [2015-25174]
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60190
Federal Register / Vol. 80, No. 192 / Monday, October 5, 2015 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76008; File No. SR–NYSE–
2015–40]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Adding
Definitions Applicable to Certain CoLocation Services to the Exchange’s
Price List and Modifying the Fee for
Users That Host Their Customers at
the Exchange’s Data Center
September 29, 2015.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’),2 and Rule 19b–4 thereunder,3
notice is hereby given that on
September 18, 2015, New York Stock
Exchange LLC (‘‘NYSE’’ or the
‘‘Exchange’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to add
definitions applicable to certain colocation services to the Exchange’s Price
List and modify the fee for users that
host their customers at the Exchange’s
Data Center. The text of the proposed
rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those 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 parts of such
statements.
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange operates a data center
in Mahwah, New Jersey, from which it
provides co-location services to Users.4
The Exchange’s co-location services
allow Users to rent space in the data
center so they may locate their
electronic servers in close physical
proximity to the Exchange’s trading and
execution system.5 The Exchange
proposes to amend the Exchange’s Price
List (‘‘Price List’’) as it applies to colocation services to add the definitions
of User, Hosting User and Hosted
Customer. The Exchange also proposes
to modify the fee for users that host
their customers at the Exchange’s Data
Center, effective January 1, 2016.6
Definitions of User, Hosting User and
Hosted Customer
In 2011, the Exchange changed the
definition of the term ‘‘User,’’ for the
purposes of co-location services, to
include any market participant that
requests to receive co-location services
directly from the Exchange.7 As
described in the 2011 Release, Users
could include member organizations, as
that term is defined in NYSE Rule 2(b)
(‘‘Members’’); Sponsored Participants,
as that term is defined in NYSE Rule
123B.30(a)(ii)(B) (‘‘Sponsored
Participant’’); and non-member
organization broker-dealers and vendors
that request to receive co-location
services directly from the Exchange. At
the time, the Exchange contemplated
that such definition would encompass
Users that would provide, for example,
hosting, service bureau, technical
support, risk management, order routing
and market data delivery services to
their customers while such Users are colocated in the Exchange’s data center.
The Exchange proposes to add the
current definition of User to the Price
4 The Exchange initially filed rule changes
relating to its co-location services with the
Securities and Exchange Commission
(‘‘Commission’’) in 2010. See Securities Exchange
Act Release No. 62960 (September 21, 2010), 75 FR
59310 (September 27, 2010) (SR–NYSE–2010–56).
5 See id. at 59310.
6 As specified in the Price List, a User that incurs
co-location fees for a particular co-location service
pursuant thereto would not be subject to co-location
fees for the same co-location service charged by the
Exchange’s affiliates NYSE MKT LLC and NYSE
Arca, Inc. See Securities Exchange Act Release No.
70206 (August 15, 2013), 78 FR 51765 (August 21,
2013) (SR–NYSE–2013–59).
7 See Securities Exchange Act Release No. 65973
(December 15, 2011), 76 FR 79232 (December 21,
2011) (SR–NYSE–2011–53) (the ‘‘2011 Release’’).
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List, without changes from the 2011
Release, as follows:
A ‘‘User’’ means any market
participant that requests to receive colocation services directly from the
Exchange.
The proposed definition would,
consistent with the 2011 Release,
encompass Members, Sponsored
Participants and non-member brokerdealers, as well as vendors that provide
hosting, service bureau and technical
support, risk management services,
order routing services and market data
delivery services to their customers
while such Users are co-located in the
Exchange’s data center. Any entity that
could be a User based on the term as
described in the 2011 Release would be
considered a User under the proposed
definition.
The Exchange also proposes to make
a non-substantive change to the
description in the Exchange’s Price List
of the Exchange’s billing practice for colocation services received by Users that
connect to the Exchange and one or
more of its affiliates, by replacing the
term, ‘‘user,’’ with the defined term,
‘‘User.’’
In the 2011 Release, the Exchange also
amended its Price List to establish a fee
applicable to Users that provide hosting
services to their customers at the
Exchange’s data center. As described in
the 2011 Release, ‘‘hosting’’ is a service
offered by a User to another entity in the
User’s space within the data center and
can include, for example, a User
supporting such other entity’s
technology, whether hardware or
software, through the User’s co-location
space. The 2011 Release used the term
‘‘Hosted User’’ to describe a customer to
which a User provides hosting services.
The Exchange now proposes to
include the definitions relating to
hosting services in the Exchange’s Price
List, as follows:
A ‘‘Hosting User’’ means a User that
hosts a Hosted Customer in the User’s
co-location space.
A ‘‘Hosted Customer’’ means a
customer of a Hosting User that is
hosted in a Hosting User’s co-location
space.
The proposed definition of ‘‘Hosting
User’’ incorporates the description of a
User that hosts customers in its colocation space as set forth in the 2011
Release. For the avoidance of doubt, a
Hosting User must be a User pursuant
to the proposed definition of User. Any
User that could be a Hosting User based
on the description of a User that hosts
customers in the 2011 Release would be
considered a Hosting User under the
proposed definition.
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Federal Register / Vol. 80, No. 192 / Monday, October 5, 2015 / Notices
The proposed definition of ‘‘Hosted
Customer’’ would be a customer of a
Hosting User that is hosted in a Hosting
User’s co-location space, and would be
consistent with the description of the
term ‘‘Hosted User’’ used in the 2011
Release.8 The Exchange proposes to
change the name of the term from
‘‘Hosted User’’ to ‘‘Hosted Customer’’ to
make it clear that the entities that are
hosted are customers of the Hosting
Users that do not, in contrast to Users,
have a direct contractual relationship
`
with the Exchange vis-a-vis co-location
services. For consistency with this
proposed change, the Exchange also
proposes to change the term ‘‘Hosted
User’’ as used in the ‘‘Hosting Fee’’ set
forth in the Price List, to ‘‘Hosted
Customer.’’ Since, as noted above, only
Users can be Hosting Users, a Hosted
Customer may not provide hosting
services to any other entities in the
space in which it is hosted. Other than
the change to the name of the definition,
no other changes to the definition are
intended and all current customers of a
Hosting User would be ‘‘Hosted
Customers’’ under the proposed
definition.
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Hosting Fee
In the 2011 Release, the Exchange
amended its Price List to establish a fee
charged to Users of $500.00 per month
with respect to each Hosted Customer
(defined as ‘‘Hosted User’’ in the 2011
Release) that a User hosts in the
Exchange’s data center (the ‘‘Hosting
Fee’’).
Effective January 1, 2016, the
Exchange proposes to modify the
Hosting Fee to provide that the Hosting
Fee would be assessed to a Hosting User
on a per Hosted Customer basis and for
each cabinet in which the Hosting User
hosts the Hosted Customer. This
approach to hosting fees is comparable
to the structure used by the NASDAQ
Stock Market, Inc. (‘‘NASDAQ’’) in its
Multi-Firm Cabinets Fee, and would
similarly mean that a Hosting User
would be assessed the Hosting Fee for
each Hosted Customer that occupies
space in a cabinet.9 Thus, for example,
if a Hosting User hosts a Hosted
Customer in two of the Hosting User’s
cabinets, the Hosting User would be
charged two Hosting Fees, one for each
cabinet in which the Hosted Customer
8 A ‘‘customer of a Hosting User,’’ as used in the
definition of a ‘‘Hosted Customer’’ would be any
person that has a contractual relationship with a
Hosting User to use that Hosting User’s co-location
space. There is no limitation on the types of persons
who could be Hosted Customers.
9 See Nasdaq Rule 7034(a) and Securities
Exchange Act Release No. 71200 (Dec. 30, 2013), 79
FR 677 (Jan. 6, 2014) (SR–NASDAQ–2013–157).
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is hosted. The Exchange also proposes
to increase the monthly Hosting Fee
from $500 per Hosted Customer to
$1,000 per Hosted Customer for each
cabinet in which the Hosted Customer
is hosted, effective January 1, 2016.
As is the case currently, Users may
independently set fees for their Hosted
Customers and the Exchange would not
receive a share of any such fees.
General
As is the case with all Exchange colocation arrangements (i) neither a User
nor any of the User’s customers would
be permitted to submit orders directly to
the Exchange unless such User or
customer is a Member, a Sponsored
Participant or an agent thereof (e.g., a
service bureau providing order entry
services) and (ii) use of the co-location
services proposed herein would be
completely voluntary and available to
all Users on a non-discriminatory
basis.10 In addition, a User would only
incur one charge for the particular colocation service described herein,
regardless of whether the User connects
only to the Exchange or to the Exchange
and one or both of its affiliates.11
The proposed change is not otherwise
intended to address any other issues
relating to co-location services and/or
related fees, and the Exchange is not
aware of any problems that Users would
have in complying with the proposed
change.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,12 in general, and
furthers the objectives of Sections
6(b)(5) of the Act,13 in particular,
because it is designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
10 As is currently the case, Users that receive colocation services from the Exchange will not receive
any means of access to the Exchange’s trading and
execution systems that is separate from, or superior
to, that of others with access to the Exchange’s
trading and execution systems. In this regard, all
orders sent to the Exchange enter the Exchange’s
trading and execution systems through the same
order gateway, regardless of whether the sender is
co-located in the data center or not. In addition, colocated Users do not receive any market data or data
service product that is not available to users that
have access to the Exchange’s trading and execution
systems, although Users that receive co-location
services normally would expect reduced latencies
in sending orders to, and receiving market data
from, the Exchange.
11 See SR–NYSE–2013–59, supra note 6 at 51766.
The Exchange’s affiliates have also submitted
substantially the same proposed rule change to
propose the changes described herein. See SR–
NYSEMKT–2015–67 and SR–NYSEArca–2015–82.
12 15 U.S.C. 78f(b).
13 15 U.S.C. 78f(b)(5).
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60191
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and 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 general, to protect
investors and the public interest and
because it is not designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers.
The Exchange believes that the
proposal is not designed to permit
unfair discrimination between
customers, issuers, broker, or dealers.
First, the proposed addition of the
definitions for User, Hosting User and
Hosted Customer to the Price List,
would, by their addition to the Price
List, make the application of such
definitions more accessible and
transparent. There is no change to the
definition of User. There is no change to
the definition of ‘‘Hosted User’’ as
described in the 2011 Release other than
to change the name to ‘‘Hosted
Customer’’ to add clarity to the use and
the application of the definition. The
proposed new term, ‘‘Hosting User’’
reflects the description of a User that
hosts customers in its co-location space
as set forth in the 2011 Release. Finally,
an entity that could be a User, a User
that hosts customers and a Hosted User
based on the 2011 Release, would be
considered a User, Hosting User or
Hosted Customer, respectively, under
the proposed definitions. The proposed
definitions would be applied uniformly
for comparable services provided by the
Exchange.
The Exchange believes that the
proposal would remove impediments to,
and perfect the mechanisms of, a free
and open market and a national market
system and, in general, protect investors
and the public interest because by
including definitions in the Price List,
the proposed change would provide
Users with clarity as to the availability
and application of co-location hosting
services and fees.
The proposed change to the Hosting
Fee would be applied uniformly for
comparable services provided by the
Exchange to comparable Hosting Users
and their customers and would not
unfairly discriminate between similarly
situated Hosting Users. The Exchange
notes that assessing a fee per Hosted
Customer per cabinet is comparable to
the approach that NASDAQ takes to the
same type of services in its Multi-Firm
Cabinets Fee.14 The Exchange also notes
that the Hosting Fee has not been
changed since it was established in
14 See
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supra note 9.
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2011. The Exchange believes the
proposed Hosting Fee is reasonable in
that the fee is designed to reflect the
expenses and resources expended by the
Exchange in connection with hosting
services. In addition, while Hosting
Users may independently set fees for
their Hosted Customers, and the
Exchange would not receive a share of
any such fees, the Hosting Fee on a per
Hosted Customer per cabinet basis
continues to be lower than the fees a
Hosted Customer would pay for colocation space purchased directly from
the Exchange.
The Exchange also believes that the
proposed rule change is consistent with
Section 6(b)(4) of the Act,15 in
particular, because it provides for the
equitable allocation of reasonable dues,
fees, and other charges among its
Members, issuers and other persons
using its facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers. Overall, the
Exchange believes that the proposed
change is consistent with the Act
because the Exchange offers the colocation services described herein as a
convenience to Users, but in so doing
incurs certain costs, including costs
related to the data center facility,
hardware and equipment and costs
related to personnel required for initial
installation and ongoing monitoring,
support and maintenance of such
services.
For the reasons above, the proposed
change would not unfairly discriminate
between or among market participants
that are otherwise capable of satisfying
any applicable co-location fees,
requirements, terms and conditions
established from time to time by the
Exchange.
Finally, the Exchange believes that it
is subject to significant competitive
forces, as described below in the
Exchange’s statement regarding the
burden on competition.
For these reasons, the Exchange
believes that the proposal is consistent
with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,16 the Exchange believes that the
proposed rule change would not impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act because any
market participants that are otherwise
capable of satisfying any applicable colocation fees, requirements, terms and
conditions established from time to time
15 15
16 15
U.S.C. 78f(b)(4).
U.S.C. 78f(b)(8).
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by the Exchange could have access to
the co-location services provided in the
data center. This is also true because, in
addition to the services being
completely voluntary, they are available
to all Users on an equal basis (i.e., the
same range of products and services are
available to all Users).
The Exchange believes that
incorporating the definitions of User,
Hosting User and Hosted Customer into
the Price List, the change to the Hosting
Fee and the change to the application of
the Hosting Fee will not impose any
burden on competition that is not
necessary or appropriate in further of
the purposes of the Act because the
definitions have been previously filed
with the Commission 17 and their
inclusion in the Price List will provide
further clarity in the application of the
fees. The Exchange believes that the
changes to the Hosting Fee will not
impose any burden on competition that
is not necessary or appropriate in
further of the purposes of the Act
because they are designed to reflect the
expenses and resources expended by the
Exchange in connection with hosting
services and because NASDAQ takes the
same approach to the same type of
services in its Multi-Firm Cabinets
Fee.18
Finally, the Exchange notes that it
operates in a highly competitive market
in which market participants can
readily favor competing venues if, for
example, they deem fee levels at a
particular venue to be excessive or if
they determine that another venue’s
products and services are more
competitive than on the Exchange. In
such an environment, the Exchange
must continually review, and consider
adjusting, the services it offers as well
as any corresponding fees and credits to
remain competitive with other
exchanges. For the reasons described
above, the Exchange believes that the
proposed rule change reflects this
competitive environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
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
17 See
18 See
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2011 Release, supra note 7.
supra note 9.
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interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 19 and Rule 19b–
4(f)(6) thereunder.20
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–
NYSE–2015–40 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–NYSE–2015–40. 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
19 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). Rule 19b–4(f)(6)(iii)
equires a self-regulatory organization to provide the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
20 17
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Federal Register / Vol. 80, No. 192 / Monday, October 5, 2015 / Notices
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–NYSE–
2015–40 and should besubmitted on or
before October 26, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–25174 Filed 10–2–15; 8:45 am]
BILLING CODE 8011–01–P
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
restructure and amend Rule 11.17,
Clearly Erroneous Executions, in order
to conform to the rules of EDGA
Exchange, Inc. (‘‘EDGA’’) and EDGX
Exchange, Inc. (‘‘EDGX’’).3
The text of the proposed rule change
is available at the Exchange’s Web site
at www.batstrading.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 parts of such
statements.
SECURITIES AND EXCHANGE
COMMISSION
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[Release No. 34–76016; File No. SR–BYX–
2015–40]
1. Purpose
Self-Regulatory Organizations; BATS
Y-Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Restructure and
Amend Rule 11.17, Clearly Erroneous
Executions
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September 29, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 21, 2015, BATS Y-Exchange,
Inc. (the ‘‘Exchange’’ or ‘‘BYX’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
21 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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In early 2014, the Exchange and its
affiliate, BATS Exchange, Inc. (‘‘BZX’’),
received approval to effect a merger (the
‘‘Merger’’) of the Exchange’s parent
company, BATS Global Markets, Inc.,
with Direct Edge Holdings LLC, the
indirect parent of EDGX and EDGA
(together with BZX, BYX and EDGX, the
‘‘BGM Affiliated Exchanges’’).4 In the
context of the Merger, the BGM
Affiliated Exchanges are working to
align their rules, retaining only intended
differences between the BGM Affiliated
Exchanges. Thus, the Exchange
proposes to restructure and amend Rule
11.17, Clearly Erroneous Executions, in
order to conform to the corresponding
rules of EDGA and EDGX and provide
a consistent rule set across each of the
BGM Affiliated Exchanges.5
3 See
EDGA and EDGX Rule 11.15.
Securities Exchange Act Release No. 71375
(January 23, 2014), 79 FR 4771 (January 29, 2014)
(SR–BATS–2013–059; SR–BYX–2013–039).
5 The Exchange notes that BZX intends to file an
identical proposal with the Commission to
restructure and amend its Rule 11.17, Clearly
Erroneous Executions, to conform to EDGA and
EDGX Rules 11.15.
4 See
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60193
Background
On September 10, 2010, the
Commission approved, on a pilot basis,
changes to BATS Rule 11.17 to provide
for uniform treatment: (1) Of clearly
erroneous 6 execution reviews in multistock events involving twenty or more
securities; and (2) in the event
transactions occur that result in the
issuance of an individual stock trading
pause by the primary listing market and
subsequent transactions that occur
before the trading pause is in effect on
the Exchange.7 The Exchange also
adopted additional changes to Rule
11.17 that reduced the ability of the
Exchange to deviate from the objective
standards set forth in Rule 11.17,8 and
in 2013, adopted a provision designed
to address the operation of the Plan to
Address Extraordinary Market Volatility
Pursuant to Rule 608 of Regulation NMS
under the Act (the ‘‘Limit Up-Limit
Down Plan’’ or the ‘‘Plan’’).9 In 2014,
the Exchange adopted two additional
provisions providing that: (i) A series of
transactions in a particular security on
one or more trading days may be viewed
as one event if all such transactions
were effected based on the same
fundamentally incorrect or grossly
misinterpreted issuance information
resulting in a severe valuation error for
all such transactions (the ‘‘Multi-Day
Event’’); and (ii) in the event of any
disruption or malfunction in the
operation of the electronic
communications and trading facilities of
an Exchange, another SRO, or
responsible single plan processor in
connection with the transmittal or
receipt of a trading halt, an Officer,
acting on his or her own motion, shall
nullify any transaction that occurs after
a trading halt has been declared by the
primary listing market for a security and
before such trading halt has officially
ended according to the primary listing
market.10
6 The terms of a transaction executed on the
Exchange are ‘‘clearly erroneous’’ when there is an
obvious error in any term, such as price, number
of shares or other unit of trading, or identification
of the security. A transaction made in clearly
erroneous error and cancelled by both parties or
determined by the Exchange to be clearly erroneous
will be removed from the Consolidated Tape. See
Exchange Rule 11.17(a).
7 Securities Exchange Act Release No. 62886
(Sept. 10, 2010), 75 FR 56613 (Sept. 16, 2010) (SR–
BATS–2010–016).
8 Id.
9 See Securities Exchange Act Release No. 68797
(Jan. 31, 2013), 78 FR 8635 (Feb. 6, 2013) (SR–
BATS–2013–008); see also current BATS Rule
11.17(h).
10 See Securities Exchange Act Release No. 72434
(June 19, 2014), 79 FR 36110 (June 25, 2014) (SR–
BYX–2014–007).
E:\FR\FM\05OCN1.SGM
05OCN1
Agencies
[Federal Register Volume 80, Number 192 (Monday, October 5, 2015)]
[Notices]
[Pages 60190-60193]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-25174]
[[Page 60190]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76008; File No. SR-NYSE-2015-40]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Adding Definitions Applicable to Certain Co-Location Services to the
Exchange's Price List and Modifying the Fee for Users That Host Their
Customers at the Exchange's Data Center
September 29, 2015.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act''),\2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that on September 18, 2015, New York Stock Exchange LLC (``NYSE''
or the ``Exchange'') filed with the Securities and Exchange Commission
(the ``Commission'') the proposed rule change as described in Items I
and II below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 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 proposes to add definitions applicable to certain co-
location services to the Exchange's Price List and modify the fee for
users that host their customers at the Exchange's Data Center. The text
of the proposed rule change is available on the Exchange's Web site at
www.nyse.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 self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those 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 parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange operates a data center in Mahwah, New Jersey, from
which it provides co-location services to Users.\4\ The Exchange's co-
location services allow Users to rent space in the data center so they
may locate their electronic servers in close physical proximity to the
Exchange's trading and execution system.\5\ The Exchange proposes to
amend the Exchange's Price List (``Price List'') as it applies to co-
location services to add the definitions of User, Hosting User and
Hosted Customer. The Exchange also proposes to modify the fee for users
that host their customers at the Exchange's Data Center, effective
January 1, 2016.\6\
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\4\ The Exchange initially filed rule changes relating to its
co-location services with the Securities and Exchange Commission
(``Commission'') in 2010. See Securities Exchange Act Release No.
62960 (September 21, 2010), 75 FR 59310 (September 27, 2010) (SR-
NYSE-2010-56).
\5\ See id. at 59310.
\6\ As specified in the Price List, a User that incurs co-
location fees for a particular co-location service pursuant thereto
would not be subject to co-location fees for the same co-location
service charged by the Exchange's affiliates NYSE MKT LLC and NYSE
Arca, Inc. See Securities Exchange Act Release No. 70206 (August 15,
2013), 78 FR 51765 (August 21, 2013) (SR-NYSE-2013-59).
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Definitions of User, Hosting User and Hosted Customer
In 2011, the Exchange changed the definition of the term ``User,''
for the purposes of co-location services, to include any market
participant that requests to receive co-location services directly from
the Exchange.\7\ As described in the 2011 Release, Users could include
member organizations, as that term is defined in NYSE Rule 2(b)
(``Members''); Sponsored Participants, as that term is defined in NYSE
Rule 123B.30(a)(ii)(B) (``Sponsored Participant''); and non-member
organization broker-dealers and vendors that request to receive co-
location services directly from the Exchange. At the time, the Exchange
contemplated that such definition would encompass Users that would
provide, for example, hosting, service bureau, technical support, risk
management, order routing and market data delivery services to their
customers while such Users are co-located in the Exchange's data
center.
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\7\ See Securities Exchange Act Release No. 65973 (December 15,
2011), 76 FR 79232 (December 21, 2011) (SR-NYSE-2011-53) (the ``2011
Release'').
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The Exchange proposes to add the current definition of User to the
Price List, without changes from the 2011 Release, as follows:
A ``User'' means any market participant that requests to receive
co-location services directly from the Exchange.
The proposed definition would, consistent with the 2011 Release,
encompass Members, Sponsored Participants and non-member broker-
dealers, as well as vendors that provide hosting, service bureau and
technical support, risk management services, order routing services and
market data delivery services to their customers while such Users are
co-located in the Exchange's data center. Any entity that could be a
User based on the term as described in the 2011 Release would be
considered a User under the proposed definition.
The Exchange also proposes to make a non-substantive change to the
description in the Exchange's Price List of the Exchange's billing
practice for co-location services received by Users that connect to the
Exchange and one or more of its affiliates, by replacing the term,
``user,'' with the defined term, ``User.''
In the 2011 Release, the Exchange also amended its Price List to
establish a fee applicable to Users that provide hosting services to
their customers at the Exchange's data center. As described in the 2011
Release, ``hosting'' is a service offered by a User to another entity
in the User's space within the data center and can include, for
example, a User supporting such other entity's technology, whether
hardware or software, through the User's co-location space. The 2011
Release used the term ``Hosted User'' to describe a customer to which a
User provides hosting services.
The Exchange now proposes to include the definitions relating to
hosting services in the Exchange's Price List, as follows:
A ``Hosting User'' means a User that hosts a Hosted Customer in the
User's co-location space.
A ``Hosted Customer'' means a customer of a Hosting User that is
hosted in a Hosting User's co-location space.
The proposed definition of ``Hosting User'' incorporates the
description of a User that hosts customers in its co-location space as
set forth in the 2011 Release. For the avoidance of doubt, a Hosting
User must be a User pursuant to the proposed definition of User. Any
User that could be a Hosting User based on the description of a User
that hosts customers in the 2011 Release would be considered a Hosting
User under the proposed definition.
[[Page 60191]]
The proposed definition of ``Hosted Customer'' would be a customer
of a Hosting User that is hosted in a Hosting User's co-location space,
and would be consistent with the description of the term ``Hosted
User'' used in the 2011 Release.\8\ The Exchange proposes to change the
name of the term from ``Hosted User'' to ``Hosted Customer'' to make it
clear that the entities that are hosted are customers of the Hosting
Users that do not, in contrast to Users, have a direct contractual
relationship with the Exchange vis-[agrave]-vis co-location services.
For consistency with this proposed change, the Exchange also proposes
to change the term ``Hosted User'' as used in the ``Hosting Fee'' set
forth in the Price List, to ``Hosted Customer.'' Since, as noted above,
only Users can be Hosting Users, a Hosted Customer may not provide
hosting services to any other entities in the space in which it is
hosted. Other than the change to the name of the definition, no other
changes to the definition are intended and all current customers of a
Hosting User would be ``Hosted Customers'' under the proposed
definition.
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\8\ A ``customer of a Hosting User,'' as used in the definition
of a ``Hosted Customer'' would be any person that has a contractual
relationship with a Hosting User to use that Hosting User's co-
location space. There is no limitation on the types of persons who
could be Hosted Customers.
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Hosting Fee
In the 2011 Release, the Exchange amended its Price List to
establish a fee charged to Users of $500.00 per month with respect to
each Hosted Customer (defined as ``Hosted User'' in the 2011 Release)
that a User hosts in the Exchange's data center (the ``Hosting Fee'').
Effective January 1, 2016, the Exchange proposes to modify the
Hosting Fee to provide that the Hosting Fee would be assessed to a
Hosting User on a per Hosted Customer basis and for each cabinet in
which the Hosting User hosts the Hosted Customer. This approach to
hosting fees is comparable to the structure used by the NASDAQ Stock
Market, Inc. (``NASDAQ'') in its Multi-Firm Cabinets Fee, and would
similarly mean that a Hosting User would be assessed the Hosting Fee
for each Hosted Customer that occupies space in a cabinet.\9\ Thus, for
example, if a Hosting User hosts a Hosted Customer in two of the
Hosting User's cabinets, the Hosting User would be charged two Hosting
Fees, one for each cabinet in which the Hosted Customer is hosted. The
Exchange also proposes to increase the monthly Hosting Fee from $500
per Hosted Customer to $1,000 per Hosted Customer for each cabinet in
which the Hosted Customer is hosted, effective January 1, 2016.
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\9\ See Nasdaq Rule 7034(a) and Securities Exchange Act Release
No. 71200 (Dec. 30, 2013), 79 FR 677 (Jan. 6, 2014) (SR-NASDAQ-2013-
157).
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As is the case currently, Users may independently set fees for
their Hosted Customers and the Exchange would not receive a share of
any such fees.
General
As is the case with all Exchange co-location arrangements (i)
neither a User nor any of the User's customers would be permitted to
submit orders directly to the Exchange unless such User or customer is
a Member, a Sponsored Participant or an agent thereof (e.g., a service
bureau providing order entry services) and (ii) use of the co-location
services proposed herein would be completely voluntary and available to
all Users on a non-discriminatory basis.\10\ In addition, a User would
only incur one charge for the particular co-location service described
herein, regardless of whether the User connects only to the Exchange or
to the Exchange and one or both of its affiliates.\11\
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\10\ As is currently the case, Users that receive co-location
services from the Exchange will not receive any means of access to
the Exchange's trading and execution systems that is separate from,
or superior to, that of others with access to the Exchange's trading
and execution systems. In this regard, all orders sent to the
Exchange enter the Exchange's trading and execution systems through
the same order gateway, regardless of whether the sender is co-
located in the data center or not. In addition, co-located Users do
not receive any market data or data service product that is not
available to users that have access to the Exchange's trading and
execution systems, although Users that receive co-location services
normally would expect reduced latencies in sending orders to, and
receiving market data from, the Exchange.
\11\ See SR-NYSE-2013-59, supra note 6 at 51766. The Exchange's
affiliates have also submitted substantially the same proposed rule
change to propose the changes described herein. See SR-NYSEMKT-2015-
67 and SR-NYSEArca-2015-82.
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The proposed change is not otherwise intended to address any other
issues relating to co-location services and/or related fees, and the
Exchange is not aware of any problems that Users would have in
complying with the proposed change.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\12\ in general, and furthers the
objectives of Sections 6(b)(5) of the Act,\13\ in particular, because
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 regulating,
clearing, settling, processing information with respect to, and
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 general, to protect investors and the public interest
and because it is not designed to permit unfair discrimination between
customers, issuers, brokers, or dealers.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that the proposal is not designed to permit
unfair discrimination between customers, issuers, broker, or dealers.
First, the proposed addition of the definitions for User, Hosting User
and Hosted Customer to the Price List, would, by their addition to the
Price List, make the application of such definitions more accessible
and transparent. There is no change to the definition of User. There is
no change to the definition of ``Hosted User'' as described in the 2011
Release other than to change the name to ``Hosted Customer'' to add
clarity to the use and the application of the definition. The proposed
new term, ``Hosting User'' reflects the description of a User that
hosts customers in its co-location space as set forth in the 2011
Release. Finally, an entity that could be a User, a User that hosts
customers and a Hosted User based on the 2011 Release, would be
considered a User, Hosting User or Hosted Customer, respectively, under
the proposed definitions. The proposed definitions would be applied
uniformly for comparable services provided by the Exchange.
The Exchange believes that the proposal would remove impediments
to, and perfect the mechanisms of, a free and open market and a
national market system and, in general, protect investors and the
public interest because by including definitions in the Price List, the
proposed change would provide Users with clarity as to the availability
and application of co-location hosting services and fees.
The proposed change to the Hosting Fee would be applied uniformly
for comparable services provided by the Exchange to comparable Hosting
Users and their customers and would not unfairly discriminate between
similarly situated Hosting Users. The Exchange notes that assessing a
fee per Hosted Customer per cabinet is comparable to the approach that
NASDAQ takes to the same type of services in its Multi-Firm Cabinets
Fee.\14\ The Exchange also notes that the Hosting Fee has not been
changed since it was established in
[[Page 60192]]
2011. The Exchange believes the proposed Hosting Fee is reasonable in
that the fee is designed to reflect the expenses and resources expended
by the Exchange in connection with hosting services. In addition, while
Hosting Users may independently set fees for their Hosted Customers,
and the Exchange would not receive a share of any such fees, the
Hosting Fee on a per Hosted Customer per cabinet basis continues to be
lower than the fees a Hosted Customer would pay for co-location space
purchased directly from the Exchange.
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\14\ See supra note 9.
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The Exchange also believes that the proposed rule change is
consistent with Section 6(b)(4) of the Act,\15\ in particular, because
it provides for the equitable allocation of reasonable dues, fees, and
other charges among its Members, issuers and other persons using its
facilities and does not unfairly discriminate between customers,
issuers, brokers or dealers. Overall, the Exchange believes that the
proposed change is consistent with the Act because the Exchange offers
the co-location services described herein as a convenience to Users,
but in so doing incurs certain costs, including costs related to the
data center facility, hardware and equipment and costs related to
personnel required for initial installation and ongoing monitoring,
support and maintenance of such services.
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\15\ 15 U.S.C. 78f(b)(4).
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For the reasons above, the proposed change would not unfairly
discriminate between or among market participants that are otherwise
capable of satisfying any applicable co-location fees, requirements,
terms and conditions established from time to time by the Exchange.
Finally, the Exchange believes that it is subject to significant
competitive forces, as described below in the Exchange's statement
regarding the burden on competition.
For these reasons, the Exchange believes that the proposal is
consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\16\ the Exchange
believes that the proposed rule change would not impose any burden on
competition that is not necessary or appropriate in furtherance of the
purposes of the Act because any market participants that are otherwise
capable of satisfying any applicable co-location fees, requirements,
terms and conditions established from time to time by the Exchange
could have access to the co-location services provided in the data
center. This is also true because, in addition to the services being
completely voluntary, they are available to all Users on an equal basis
(i.e., the same range of products and services are available to all
Users).
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78f(b)(8).
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The Exchange believes that incorporating the definitions of User,
Hosting User and Hosted Customer into the Price List, the change to the
Hosting Fee and the change to the application of the Hosting Fee will
not impose any burden on competition that is not necessary or
appropriate in further of the purposes of the Act because the
definitions have been previously filed with the Commission \17\ and
their inclusion in the Price List will provide further clarity in the
application of the fees. The Exchange believes that the changes to the
Hosting Fee will not impose any burden on competition that is not
necessary or appropriate in further of the purposes of the Act because
they are designed to reflect the expenses and resources expended by the
Exchange in connection with hosting services and because NASDAQ takes
the same approach to the same type of services in its Multi-Firm
Cabinets Fee.\18\
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\17\ See 2011 Release, supra note 7.
\18\ See supra note 9.
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Finally, the Exchange notes that it operates in a highly
competitive market in which market participants can readily favor
competing venues if, for example, they deem fee levels at a particular
venue to be excessive or if they determine that another venue's
products and services are more competitive than on the Exchange. In
such an environment, the Exchange must continually review, and consider
adjusting, the services it offers as well as any corresponding fees and
credits to remain competitive with other exchanges. For the reasons
described above, the Exchange believes that the proposed rule change
reflects this competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \19\ and Rule 19b-
4(f)(6) thereunder.\20\
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\19\ 15 U.S.C. 78s(b)(3)(A).
\20\ 17 CFR 240.19b-4(f)(6). Rule 19b-4(f)(6)(iii) equires a
self-regulatory organization to provide the Commission with written
notice of its intent to file the proposed rule change, along with a
brief description and text of the proposed rule change, at least
five business days prior to the date of filing of the proposed rule
change, 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 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-NYSE-2015-40 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-NYSE-2015-40. 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
[[Page 60193]]
communications relating to the proposed rule change between the
Commission and any person, other than those that may be withheld from
the public in accordance with the provisions of 5 U.S.C. 552, will be
available for Web site viewing and printing in the Commission's Public
Reference Room, 100 F Street NE., Washington, DC 20549, on official
business days between the hours of 10:00 a.m. and 3:00 p.m. Copies of
the filing also will be available for inspection and copying at the
principal office of the Exchange. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-NYSE-2015-40 and should be submitted on or before
October 26, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
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\21\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-25174 Filed 10-2-15; 8:45 am]
BILLING CODE 8011-01-P