Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Restructure and Amend Rule 11.17, Clearly Erroneous Executions, 60210-60213 [2015-25177]
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Federal Register / Vol. 80, No. 192 / Monday, October 5, 2015 / Notices
is not necessary or appropriate in
furtherance of the purposes of the Act.
The market for proprietary data
products is currently competitive and
inherently contestable because there is
fierce competition for the inputs
necessary to the creation of proprietary
data. Numerous exchanges compete
with each other for listings, trades, and
market data itself, providing virtually
limitless opportunities for entrepreneurs
who wish to produce and distribute
their own market data. This proprietary
data is produced by each individual
exchange, as well as other entities (such
as internalizing broker-dealers and
various forms of alternative trading
systems, including dark pools and
electronic communication networks), in
a vigorously competitive market. It is
common for market participants to
further and exploit this competition by
sending their order flow and transaction
reports to multiple markets, rather than
providing them all to a single market.
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.
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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 13 and Rule
19b–4(f)(6) thereunder.14 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
prior to 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 and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 15 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b4(f)(6)(iii),16 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest.
13 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
15 17 CFR 240.19b–4(f)(6).
16 17 CFR 240.19b–4(f)(6)(iii).
14 17
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At any time within 60 days of the
filing of such 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
under Section 19(b)(2)(B) 17 of the Act 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–
NYSEARCA–2015–83 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEARCA–2015–83. 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
17 15
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U.S.C. 78s(b)(2)(B).
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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–
NYSEARCA–2015–83, and should be
submitted on or before October 26,
2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–25185 Filed 10–2–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76015; File No. SR–BATS–
2015–76]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Restructure and
Amend Rule 11.17, Clearly Erroneous
Executions
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 Exchange,
Inc. (the ‘‘Exchange’’ or ‘‘BATS’’) 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.
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
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See EDGA and EDGX Rule 11.15.
1 15
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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.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
In early 2014, the Exchange and its
affiliate, BATS Y-Exchange, Inc.
(‘‘BYX’’), 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
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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
4 See 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 BYX 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.
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).
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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
Proposed Amendments to Rule 11.17
First, the Exchange proposes to add
new subparagraph (h) to Rule 11.17
which would describe the process for
nullifying trades in UTP Securities that
are the subject of an initial public
offering (‘‘IPOs’’). The provisions of
proposed paragraph (h) are substantially
similar to EDGA and EDGX Rules
11.15(h) and differs only to the extent to
conform to existing phrasing and
terminology within other provisions of
Rule 11.17.11
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–
BATS–2014–014).
11 The Exchange notes that EDGA and EDGX are
to file rule changes with the Commission to
proposes a series of ministerial changes to their
Rules 11.15, Clearly Erroneous Executions, to
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Pursuant to Rule 12f–2 of the
Securities Exchange Act of 1934,12 the
Exchange may extend unlisted trading
privileges to a security that is the
subject of an IPO when at least one
transaction in the subject security has
been effected on the national securities
exchange or association upon which the
security is listed and the transaction has
been reported pursuant to an effective
transaction reporting plan. Under
proposed paragraph (h), a clearly
erroneous error may be deemed to have
occurred in the opening transaction of
the subject security if the execution
price of the opening transaction on the
Exchange is the lesser of $1.00 or 10%
away from the opening price on the
listing exchange or association. In such
circumstances, the Officer of the
Exchange or other senior level employee
designee shall declare the opening
transaction null and void or shall
decline to take action in connection
with the completed trade(s). Clearly
erroneous executions of subsequent
transactions of the subject security will
be reviewed in the same manner as the
procedure set forth in Exchange Rule
11.17(e)(1). Absent extraordinary
circumstances, any such action of the
Officer of the Exchange or other senior
level employee designee pursuant to
proposed subparagraph (h) shall be
taken in a timely fashion, generally
within thirty (30) minutes of the
detection of the erroneous transaction.
When extraordinary circumstances
exist, any such action of the Officer of
the Exchange or other senior level
employee designee must be taken by no
later than the start of Regular Trading
Hours on the trading day following the
date of execution(s) under review. Each
party involved in the transaction shall
be notified as soon as practicable by the
Exchange, and the party aggrieved by
the action may appeal such action in
accordance with the provisions of
Exchange Rule 11.17(e)(2). As stated
above, proposed paragraph (h) is
substantially similar to EDGA and
EDGX Rules 11.15(h) and differs only to
the extent to conform to existing
phrasing and terminology within other
provisions of Rule 11.17.
The Exchange also proposes the
following ministerial amendments to
Rule 11.17 as a result of proposing new
paragraph (h). First, the Exchange
proposes to renumber current paragraph
conform with other provisions of BZX and BYX
Rule 11.17 to ensure each of the BGM Affiliated
Exchange have identical rule text with regard to the
review and handling of clearly erroneous
executions. This filing would include changes to
EDGA and EDGX Rules 11.15(h) to mirror Exchange
Rule 11.17(h) as proposed herein.
12 17 CFR 240.12f–2.
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(h) as (i), current paragraph (i) as (j), and
current paragraph (j) as (k). In addition,
the Exchange proposes to update the
references to these paragraph in the
introductory section of Rule 11.17 to
reflect these changes and the addition of
proposed paragraph (h).
Lastly, the Exchange proposes the
following changes to further conform
Rule 11.17 to EDGA and EDGX Rules
11.15:
• Amend paragraph (e)(1) to clarify
that a determination made pursuant to
this paragraph shall be made generally
within thirty (30) minutes of receipt of
the complaint, but in no case later than
the start of Regular Trading Hours on
the following trading day, rather than
simply stating the following day. This
proposed change would make paragraph
(e)(1) identical to EDGA and EDGX Rule
11.15(e)(1).
• Amend paragraph (e)(2)(A) to
define CRO as the ‘‘Exchange’s Chief
Regulatory Officer’’. This proposed
change would make paragraph (e)(2)(A)
identical to EDGA and EDGX Rule
11.15(e)(2)(A).
Amend paragraph (e)(2)(F) to replace
the term ‘‘Officer’’ with ‘‘Official’’ in
order to use consistent terminology
throughout Rule 11.17.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6(b) of the
Act.13 Specifically, the proposed change
is consistent with Section 6(b)(5) of the
Act,14 because it is designed to promote
just and equitable principles of trade, 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. As mentioned above, the
proposed rule changes, combined with
the planned filing for the BYX, EDGA,
and EDGX, would allow the BGM
Affiliated Exchanges to provide a
consistent set of rules as it relates to
clearly erroneous executions. Consistent
rules, in turn, will simplify the
regulatory requirements for Members of
the Exchange that are also participants
on EDGA, EDGX and/or BYX. The
proposed rule change would provide
greater harmonization between rules of
similar purpose on the BGM Affiliated
Exchanges, resulting in greater
uniformity and less burdensome and
more efficient regulatory compliance
13 15
14 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
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18:34 Oct 02, 2015
and understanding of Exchange Rules.
As such, the proposed rule change
would foster cooperation and
coordination with persons engaged in
facilitating transactions in securities and
would remove impediments to and
perfect the mechanism of a free and
open market and a national market
system. Similarly, the Exchange also
believes that, by harmonizing the rules
across each BGM Affiliated Exchange,
the proposal will enhance the
Exchange’s ability to fairly and
efficiently regulate its Members,
meaning that the proposed rule change
is equitable and will promote fairness in
the market place.
Finally, the Exchange believes that
the non-substantive, ministerial changes
discussed above will contribute to the
protection of investors and the public
interest by helping to avoid confusion
with respect to Exchange Rules.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the act. To the
contrary, allowing the Exchange to
implement substantively identical rules
across each of the BGM Affiliated
Exchanges regarding clearly erroneous
executions does not present any
competitive issues, but rather is
designed to provide greater
harmonization among Exchange, BYX,
EDGX, and EDGA rules of similar
purpose. The proposed rule change
should, therefore, result in less
burdensome and more efficient
regulatory compliance and
understanding of Exchange Rules for
common members of the BGM Affiliated
Exchanges and an enhanced ability of
the BGM Affiliated Exchanges to fairly
and efficiently regulate Members.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has designated this rule
filing as non-controversial under
Section 19(b)(3)(A) of the Act 15 and
paragraph (f)(6) of Rule 19b–4
thereunder.16 The proposed rule change
15 15
16 17
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U.S.C. 78s(b)(3)(A).
CFR 240.19b–4.
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effects a change that (A) does not
significantly affect the protection of
investors or the public interest; (B) does
not impose any significant burden on
competition; and (C) by its terms, does
not become operative for 30 days after
the date of the filing, or such shorter
time as the Commission may designate
if consistent with the protection of
investors and the public interest;
provided that the self-regulatory
organization has given the Commission
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.
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily
temporarily suspend such rule change if
it appears to the Commission that such
action is: (1) Necessary or appropriate in
the public interest; (2) for the protection
of investors; or (3) otherwise in
furtherance of the purposes of the Act.
If the Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change 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–
BATS–2015–76 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–BATS–2015–76. 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
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Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BATS–
2015–76, and should be submitted on or
before October 26, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–25177 Filed 10–2–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Adding Definitions
Applicable to Certain Co-location
Services and Modifying the Fee for
Users That Host Their Customers at
the Exchange’s Data Center
mstockstill on DSK4VPTVN1PROD with NOTICES
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, NYSE MKT LLC
(the ‘‘Exchange’’ or ‘‘NYSE MKT’’) 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
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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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 colocation services to the NYSE MKT
Equities Price List (‘‘Price List’’) and the
NYSE Amex Options Fee Schedule
(‘‘Fee Schedule’’) 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
[Release No. 34–76009; File No. SR–
NYSEMKT–2015–67]
17 17
comments on the proposed rule change
from interested persons.
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 Price List and
the Fee Schedule as they apply 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
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. 62961 (September 21, 2010), 75 FR
59299 (September 27, 2010) (SR–NYSEAmex–2010–
80).
5 See id. at 59299.
6 As specified in the Price List and the Fee
Schedule, a User that incurs co-location fees for a
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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 Releases, Users
could include member organizations, as
that term is defined in the definitions
section of the General and Floor Rules
of the NYSE MKT Equities Rules
(‘‘Members’’), and ATP Holders, as that
term is defined in NYSE Amex Options
Rule 900.2NY(5) (‘‘ATP Holders’’)
(Members and ATP Holders together
referred to herein as ‘‘Member
Organizations’’); Sponsored
Participants, as that term is defined in
NYSE MKT Rule 123B.30(a)(ii)(B)—
Equities and NYSE Amex Options Rule
900.2NY(77) (‘‘Sponsored
Participants’’); and non-Member
Organization broker-dealers and
vendors that request to receive colocation 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.
The Exchange proposes to add the
current definition of User to the Price
List and the Fee Schedule, without
changes from the 2011 Releases, 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 Releases,
encompass Member Organizations,
Sponsored Participants and nonmember 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
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 New York Stock Exchange LLC and NYSE
Arca, Inc. See Securities Exchange Act Release No.
70176 (August 13, 2013), 78 FR 50471 (August 19,
2013) (SR–NYSEMKT–2013–67).
7 See Securities Exchange Act Release Nos. 65974
(December 15, 2011), 76 FR 79249 (December 21,
2011) (SR–NYSEAmex–2011–81) and 65975
(December 15, 2011), 76 FR 79233 (December 21,
2011) (SR–NYSEAmex–2011–82) (the ‘‘2011
Releases’’).
E:\FR\FM\05OCN1.SGM
05OCN1
Agencies
[Federal Register Volume 80, Number 192 (Monday, October 5, 2015)]
[Notices]
[Pages 60210-60213]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-25177]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76015; File No. SR-BATS-2015-76]
Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change To
Restructure and Amend Rule 11.17, Clearly Erroneous Executions
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 Exchange, Inc. (the ``Exchange'' or
``BATS'') 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.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange 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\
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\3\ See EDGA and EDGX Rule 11.15.
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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
[[Page 60211]]
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.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
In early 2014, the Exchange and its affiliate, BATS Y-Exchange,
Inc. (``BYX''), 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\
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\4\ See 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 BYX 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.
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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 multi-stock 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\
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\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-BATS-2014-014).
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Proposed Amendments to Rule 11.17
First, the Exchange proposes to add new subparagraph (h) to Rule
11.17 which would describe the process for nullifying trades in UTP
Securities that are the subject of an initial public offering
(``IPOs''). The provisions of proposed paragraph (h) are substantially
similar to EDGA and EDGX Rules 11.15(h) and differs only to the extent
to conform to existing phrasing and terminology within other provisions
of Rule 11.17.\11\
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\11\ The Exchange notes that EDGA and EDGX are to file rule
changes with the Commission to proposes a series of ministerial
changes to their Rules 11.15, Clearly Erroneous Executions, to
conform with other provisions of BZX and BYX Rule 11.17 to ensure
each of the BGM Affiliated Exchange have identical rule text with
regard to the review and handling of clearly erroneous executions.
This filing would include changes to EDGA and EDGX Rules 11.15(h) to
mirror Exchange Rule 11.17(h) as proposed herein.
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Pursuant to Rule 12f-2 of the Securities Exchange Act of 1934,\12\
the Exchange may extend unlisted trading privileges to a security that
is the subject of an IPO when at least one transaction in the subject
security has been effected on the national securities exchange or
association upon which the security is listed and the transaction has
been reported pursuant to an effective transaction reporting plan.
Under proposed paragraph (h), a clearly erroneous error may be deemed
to have occurred in the opening transaction of the subject security if
the execution price of the opening transaction on the Exchange is the
lesser of $1.00 or 10% away from the opening price on the listing
exchange or association. In such circumstances, the Officer of the
Exchange or other senior level employee designee shall declare the
opening transaction null and void or shall decline to take action in
connection with the completed trade(s). Clearly erroneous executions of
subsequent transactions of the subject security will be reviewed in the
same manner as the procedure set forth in Exchange Rule 11.17(e)(1).
Absent extraordinary circumstances, any such action of the Officer of
the Exchange or other senior level employee designee pursuant to
proposed subparagraph (h) shall be taken in a timely fashion, generally
within thirty (30) minutes of the detection of the erroneous
transaction. When extraordinary circumstances exist, any such action of
the Officer of the Exchange or other senior level employee designee
must be taken by no later than the start of Regular Trading Hours on
the trading day following the date of execution(s) under review. Each
party involved in the transaction shall be notified as soon as
practicable by the Exchange, and the party aggrieved by the action may
appeal such action in accordance with the provisions of Exchange Rule
11.17(e)(2). As stated above, proposed paragraph (h) is substantially
similar to EDGA and EDGX Rules 11.15(h) and differs only to the extent
to conform to existing phrasing and terminology within other provisions
of Rule 11.17.
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\12\ 17 CFR 240.12f-2.
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The Exchange also proposes the following ministerial amendments to
Rule 11.17 as a result of proposing new paragraph (h). First, the
Exchange proposes to renumber current paragraph
[[Page 60212]]
(h) as (i), current paragraph (i) as (j), and current paragraph (j) as
(k). In addition, the Exchange proposes to update the references to
these paragraph in the introductory section of Rule 11.17 to reflect
these changes and the addition of proposed paragraph (h).
Lastly, the Exchange proposes the following changes to further
conform Rule 11.17 to EDGA and EDGX Rules 11.15:
Amend paragraph (e)(1) to clarify that a determination
made pursuant to this paragraph shall be made generally within thirty
(30) minutes of receipt of the complaint, but in no case later than the
start of Regular Trading Hours on the following trading day, rather
than simply stating the following day. This proposed change would make
paragraph (e)(1) identical to EDGA and EDGX Rule 11.15(e)(1).
Amend paragraph (e)(2)(A) to define CRO as the
``Exchange's Chief Regulatory Officer''. This proposed change would
make paragraph (e)(2)(A) identical to EDGA and EDGX Rule
11.15(e)(2)(A).
Amend paragraph (e)(2)(F) to replace the term ``Officer'' with
``Official'' in order to use consistent terminology throughout Rule
11.17.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6(b) of the Act.\13\
Specifically, the proposed change is consistent with Section 6(b)(5) of
the Act,\14\ because it is designed to promote just and equitable
principles of trade, 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. As mentioned
above, the proposed rule changes, combined with the planned filing for
the BYX, EDGA, and EDGX, would allow the BGM Affiliated Exchanges to
provide a consistent set of rules as it relates to clearly erroneous
executions. Consistent rules, in turn, will simplify the regulatory
requirements for Members of the Exchange that are also participants on
EDGA, EDGX and/or BYX. The proposed rule change would provide greater
harmonization between rules of similar purpose on the BGM Affiliated
Exchanges, resulting in greater uniformity and less burdensome and more
efficient regulatory compliance and understanding of Exchange Rules. As
such, the proposed rule change would foster cooperation and
coordination with persons engaged in facilitating transactions in
securities and would remove impediments to and perfect the mechanism of
a free and open market and a national market system. Similarly, the
Exchange also believes that, by harmonizing the rules across each BGM
Affiliated Exchange, the proposal will enhance the Exchange's ability
to fairly and efficiently regulate its Members, meaning that the
proposed rule change is equitable and will promote fairness in the
market place.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
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Finally, the Exchange believes that the non-substantive,
ministerial changes discussed above will contribute to the protection
of investors and the public interest by helping to avoid confusion with
respect to Exchange Rules.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the act. To the contrary, allowing the
Exchange to implement substantively identical rules across each of the
BGM Affiliated Exchanges regarding clearly erroneous executions does
not present any competitive issues, but rather is designed to provide
greater harmonization among Exchange, BYX, EDGX, and EDGA rules of
similar purpose. The proposed rule change should, therefore, result in
less burdensome and more efficient regulatory compliance and
understanding of Exchange Rules for common members of the BGM
Affiliated Exchanges and an enhanced ability of the BGM Affiliated
Exchanges to fairly and efficiently regulate Members.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has neither solicited nor received written comments on
the proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has designated this rule filing as non-controversial
under Section 19(b)(3)(A) of the Act \15\ and paragraph (f)(6) of Rule
19b-4 thereunder.\16\ The proposed rule change effects a change that
(A) does not significantly affect the protection of investors or the
public interest; (B) does not impose any significant burden on
competition; and (C) by its terms, does not become operative for 30
days after the date of the filing, or such shorter time as the
Commission may designate if consistent with the protection of investors
and the public interest; provided that the self-regulatory organization
has given the Commission 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.
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4.
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At any time within 60 days of the filing of the proposed rule
change, the Commission may summarily temporarily suspend such rule
change if it appears to the Commission that such action is: (1)
Necessary or appropriate in the public interest; (2) for the protection
of investors; or (3) otherwise in furtherance of the purposes of the
Act. If the Commission takes such action, the Commission shall
institute proceedings to determine whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change 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-BATS-2015-76 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-BATS-2015-76. 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
[[Page 60213]]
Commission, and all written communications relating to the proposed
rule change between the Commission and any person, other than those
that may be withheld from the public in accordance with the provisions
of 5 U.S.C. 552, will be available for Web site viewing and printing in
the Commission's Public Reference Room, 100 F Street NE., Washington,
DC 20549 on official business days between the hours of 10:00 a.m. and
3:00 p.m. Copies of such filing also will be available for inspection
and copying at the principal office of the Exchange. All comments
received will be posted without change; the Commission does not edit
personal identifying information from submissions. You should submit
only information that you wish to make available publicly. All
submissions should refer to File Number SR-BATS-2015-76, and should be
submitted on or before October 26, 2015.
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\17\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-25177 Filed 10-2-15; 8:45 am]
BILLING CODE 8011-01-P