Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Regarding the Obvious Error Pilot Program, 66092-66094 [2015-27346]
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66092
Federal Register / Vol. 80, No. 208 / Wednesday, October 28, 2015 / Notices
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–C2–
2015–029, and should be submitted on
or before November 18, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Brent J. Fields,
Secretary.
[FR Doc. 2015–27342 Filed 10–27–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76226; File No. SR–
NASDAQ–2015–125]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Regarding the
Obvious Error Pilot Program
October 22, 2015.
mstockstill on DSK4VPTVN1PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’), 1 and Rule 19b–4 thereunder,2
notice is hereby given that, on October
20, 2015, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
the proposed rule change as described
in Items I and II below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange is filing a proposal by
The NASDAQ Options Market LLC
(‘‘NOM’’) to amend Chapter V,
Regulation of Trading on NOM, to
extend the pilot program under
Section 3(d)(iv), which provides for
15 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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how the Exchange treats obvious and
catastrophic options errors in
response to the Plan to Address
Extraordinary Market Volatility
Pursuant to Rule 608 of Regulation
NMS under the Act (the ‘‘Limit UpLimit Down Plan’’ or the ‘‘Plan’’).3
The Exchange proposes to extend the
pilot period to coincide with the pilot
period for the Limit Up-Limit Down
Plan, including any extensions to the
pilot period for the Plan.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaq.cchwallstreet.com, at
the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
In April 2013, the Commission
approved a proposal, on a one year pilot
basis, to adopt Chapter V, Section
3(d)(iv) to provide for how the Exchange
will treat obvious and catastrophic
options errors in response to the Plan,
which is applicable to all NMS stocks,
as defined in Regulation NMS Rule
600(b)(47).4 The Plan is designed to
prevent trades in individual NMS stocks
from occurring outside of specified
Price Bands.5 The requirements of the
Plan are coupled with Trading Pauses to
accommodate more fundamental price
moves (as opposed to erroneous trades
or momentary gaps in liquidity).
3 Securities Exchange Act Release No. 69341
(April 8, 2013), 78 FR 21996 (April 12, 2013) (SR–
NASDAQ–2013–048).
4 The Plan was extended until February 20, 2015.
The Plan was initially approved for a one-year pilot
period, which began on April 8, 2013. Securities
Exchange Act Release No. 71649 (March 5, 2014),
79 FR 13696 (March 11, 2014).
5 Unless otherwise specified, capitalized terms
used in this rule filing are based on the defined
terms of the Plan.
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The Exchange extended the operation
of Chapter V, Section 3(d)(iv), which
provides that trades are not subject to an
obvious error or catastrophic error
review pursuant to Chapter V, Sections
6(c) or 6(d) during a Limit State or
Straddle State in 2014,6 and again in
2015.7 The current pilot period expires
October 23, 2015. Currently, the pilot
period for the Plan is proposed to be
extended until April 22, 2016.8 The
Exchange now proposes to extend the
pilot program for an additional pilot
period to coincide with the pilot period
for the Limit Up-Limit Down Plan,
including any extensions to the pilot
period for the Plan. The Exchange
believes conducting an obvious error or
catastrophic error review is
impracticable given the lack of a reliable
National Best Bid/Offer (‘‘NBBO’’) in the
options market during Limit States and
Straddle States, and that the resulting
actions (i.e., nullified trades or adjusted
prices) may not be appropriate given
market conditions. Under the pilot,
limit orders that are filled during a
Limit State or Straddle State have
certainty of execution in a manner that
promotes just and equitable principles
of trade, and removes impediments to,
and perfects the mechanism of a free
and open market and a national market
system. Moreover, given that options
prices during brief Limit States or
Straddle States may deviate
substantially from those available
shortly following the Limit State or
Straddle State, the Exchange believes
giving market participants time to reevaluate a transaction would create an
unreasonable adverse selection
opportunity that would discourage
participants from providing liquidity
during Limit States or Straddle States.
On balance, the Exchange believes that
removing the potential inequity of
nullifying or adjusting executions
occurring during Limit States or
Straddle States outweighs any potential
benefits from applying those provisions
during such unusual market conditions.
The Exchange believes the benefits to
market participants from the pilot
program should continue on a pilot
basis to coincide with the operation of
the Limit Up-Limit Down Plan. The
Exchange believes that continuing the
pilot will protect against any
unanticipated consequences and permit
6 Securities Exchange Act Release No. 71902
(April 8, 2014), 79 FR 20946 (April 14, 2014) (SR–
NASDAQ–2014–033).
7 Securities Exchange Act Release No. 74336
(February 20, 2015), 80 FR 10551 (February 26,
2015) (SR–NASDAQ–2015–016).
8 Securities Exchange Act Release No. 75917
(September 14, 2015), 80 FR 56515 (September 18,
2015).
E:\FR\FM\28OCN1.SGM
28OCN1
mstockstill on DSK4VPTVN1PROD with NOTICES
Federal Register / Vol. 80, No. 208 / Wednesday, October 28, 2015 / Notices
the industry to gain further experience
operating the Plan.
The Exchange will conduct an
analysis concerning the elimination of
obvious and catastrophic error
provisions during Limit States and
Straddle States and agrees to provide
the Commission with relevant data to
assess the impact of this proposed rule
change. As part of its analysis, the
Exchange will: (1) Evaluate the options
market quality during Limit States and
Straddle States; (2) assess the character
of incoming order flow and transactions
during Limit States and Straddle States;
and (3) review any complaints from
members and their customers
concerning executions during Limit
States and Straddle States. Additionally,
the Exchange agrees to provide to the
Commission data requested to evaluate
the impact of the elimination of the
obvious and catastrophic error
provisions, including data relevant to
assessing the various analyses noted
above. No later than five months prior
to the expiration of the pilot period,
including any extensions to the pilot
period for the Plan,9 the Exchange shall
provide to the Commission and the
public assessments relating to the
impact of the operation of the obvious
error rules during Limit and Straddle
States as follows: 10
1. Evaluate the statistical and
economic impact of Limit and Straddle
States on liquidity and market quality in
the options markets.
2. Assess whether the lack of obvious
error rules in effect during the Straddle
and Limit States are problematic.
Each month the Exchange shall
provide to the Commission and the
public a dataset containing the data for
each Straddle and Limit State in
optionable stocks that had at least one
trade on the Exchange during a Straddle
or Limit State. For each of those options
affected, each data record should
contain the following information:
• Stock symbol, option symbol, time
at the start of the Straddle or Limit
State, an indicator for whether it is a
Straddle or Limit State,
• For activity on the Exchange:
• executed volume, time-weighted
quoted bid-ask spread, time-weighted
average quoted depth at the bid, timeweighted average quoted depth at the
offer,
• high execution price, low execution
price,
9 If the Plan extension is approved, the next data
assessment will be due no later than December 18,
2015.
10 The Exchange submitted a data assessment on
September 30, 2014 and May 29, 2015.
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19:16 Oct 27, 2015
Jkt 238001
• number of trades for which a
request for review for error was received
during Straddle and Limit States,
• an indicator variable for whether
those options outlined above have a
price change exceeding 30% during the
underlying stock’s Limit or Straddle
State compared to the last available
option price as reported by OPRA before
the start of the Limit or Straddle State
(1 if observe 30% and 0 otherwise).
Another indicator variable for whether
the option price within five minutes of
the underlying stock leaving the Limit
or Straddle State (or halt if applicable)
is 30% away from the price before the
start of the Limit or Straddle State.11
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
provisions of Section 6 of the Act,12 in
general, and with Section 6(b)(5) of the
Act,13 in particular, which requires that
the rules of an exchange be designed to
promote just and equitable principles of
trade, remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and protect investors and the
public interest, because it should
continue to provide certainty about how
errors involving options orders and
trades will be handled during periods of
extraordinary volatility in the
underlying security. The Exchange
believes that it continues to be
necessary and appropriate in the
interest of promoting fair and orderly
markets to exclude transactions
executed during a Limit State or
Straddle State from certain aspects of
Chapter V, Section 6.
Although the Limit Up-Limit Down
Plan is operational, the Exchange
believes that maintaining the pilot to
coincide with the pilot period for the
Plan will help the industry gain further
experience operating the Plan as well as
the pilot provisions.
Based on the foregoing, the Exchange
believes the benefits to market
participants should continue on a pilot
basis to coincide with the operation of
the Limit Up-Limit Down Plan.
11 The Exchange agreed to provide similar data in
the original proposal. See Securities Exchange Act
Release No. 69341 (April 8, 2013), 78 FR 21996
(April 12, 2013) (SR–NASDAQ–2013–048) at notes
4 and 11. However, that data included two
additional filters pertaining to the top 10 options
and an in-the-money amount, which no longer
apply. The Exchange provided historical data in the
new form pursuant to this proposed rule change,
going back to the beginning of the original pilot
period.
12 15 U.S.C. 78f.
13 15 U.S.C. 78f(b)(5).
PO 00000
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66093
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
Specifically, the proposal does not
impose an intra-market burden on
competition, because it will apply to all
members. Nor will the proposal impose
a burden on competition among the
options exchanges, because, in addition
to the vigorous competition for order
flow among the options exchanges, the
proposal addresses a regulatory
situation common to all options
exchanges. To the extent that market
participants disagree with the particular
approach taken by the Exchange herein,
market participants can easily and
readily direct order flow to competing
venues. The Exchange believes this
proposal will not impose a burden on
competition and will help provide
certainty during periods of
extraordinary volatility in an NMS
stock.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change
does not (i) significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 14 and Rule 19b–4(f)(6)(iii)
thereunder.15
The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
14 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6)(iii). As required under
Rule 19b–4(f)(6)(iii), the Exchange provided the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and the 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.
15 17
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66094
Federal Register / Vol. 80, No. 208 / Wednesday, October 28, 2015 / Notices
investors and the public interest, as it
will allow the obvious error pilot
program to continue uninterrupted
while the industry gains further
experience operating under the Plan,
and avoid any investor confusion that
could result from a temporary
interruption in the pilot program. For
this reason, the Commission designates
the proposed rule change to be operative
upon filing.16
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
mstockstill on DSK4VPTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NASDAQ–2015–125 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2015–125. 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
16 For
purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
VerDate Sep<11>2014
19:16 Oct 27, 2015
Jkt 238001
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–
NASDAQ–2015–125, and should be
submitted on or before November 18,
2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Brent J. Fields,
Secretary.
[FR Doc. 2015–27346 Filed 10–27–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76230; File No. SR–EDGX–
2015–49]
Self-Regulatory Organizations; EDGX
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change to Rule 20.6, Nullification
and Adjustment of Options
Transactions Including Obvious Errors
October 22, 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 October
20, 2015, EDGX Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGX’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Exchange has
designated this proposal as a ‘‘noncontroversial’’ proposed rule change
pursuant to Section 19(b)(3)(A) of the
Act 3 and Rule 19b–4(f)(6)(iii)
thereunder,4 which renders it effective
upon filing with the Commission. The
Commission is publishing this notice to
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6)(iii).
1 15
PO 00000
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Fmt 4703
Sfmt 4703
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange filed a proposal for the
Exchange’s equity options platform
(‘‘EDGX Options’’) to extend the pilot
program that suspends certain obvious
error provisions of Rule 20.6 during
limit up-limit down states in securities
that underlie options traded on the
Exchange.
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.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Earlier this year, the Exchange
received approval of rules governing the
trading of equity options on EDGX
Options, including Rule 20.6 related to
the adjustment and nullification of
transactions that occur on EDGX
Options.5 Interpretation and Policy .01
to Rule 20.6 is designed to address
certain issues related to 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’’).6
Specifically, pursuant to a pilot program
set forth in Interpretation and Policy .01
to Rule 20.6, the Exchange excludes
from certain provisions of Rule 20.6
transactions executed during a ‘‘Limit
5 See Securities Exchange Act Release No. 75650
(August 7, 2015), 80 FR 48600 (August 13, 2015)
(SR–EDGX–2015–18).
6 See Securities Exchange Act Release No. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012) (the
‘‘Limit Up-Limit Down Release’’).
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Agencies
[Federal Register Volume 80, Number 208 (Wednesday, October 28, 2015)]
[Notices]
[Pages 66092-66094]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-27346]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76226; File No. SR-NASDAQ-2015-125]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Regarding the Obvious Error Pilot Program
October 22, 2015.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''), \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that, on October 20, 2015, The NASDAQ Stock Market LLC (``Nasdaq'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``Commission'') the proposed rule change as described in
Items I and II below, which Items have been prepared by the Exchange.
The Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange is filing a proposal by The NASDAQ Options Market LLC
(``NOM'') to amend Chapter V, Regulation of Trading on NOM, to extend
the pilot program under Section 3(d)(iv), which provides for how the
Exchange treats obvious and catastrophic options errors in response to
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'').\3\ The Exchange proposes to extend the pilot period
to coincide with the pilot period for the Limit Up-Limit Down Plan,
including any extensions to the pilot period for the Plan.
---------------------------------------------------------------------------
\3\ Securities Exchange Act Release No. 69341 (April 8, 2013),
78 FR 21996 (April 12, 2013) (SR-NASDAQ-2013-048).
---------------------------------------------------------------------------
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaq.cchwallstreet.com, at the principal office of
the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
In April 2013, the Commission approved a proposal, on a one year
pilot basis, to adopt Chapter V, Section 3(d)(iv) to provide for how
the Exchange will treat obvious and catastrophic options errors in
response to the Plan, which is applicable to all NMS stocks, as defined
in Regulation NMS Rule 600(b)(47).\4\ The Plan is designed to prevent
trades in individual NMS stocks from occurring outside of specified
Price Bands.\5\ The requirements of the Plan are coupled with Trading
Pauses to accommodate more fundamental price moves (as opposed to
erroneous trades or momentary gaps in liquidity).
---------------------------------------------------------------------------
\4\ The Plan was extended until February 20, 2015. The Plan was
initially approved for a one-year pilot period, which began on April
8, 2013. Securities Exchange Act Release No. 71649 (March 5, 2014),
79 FR 13696 (March 11, 2014).
\5\ Unless otherwise specified, capitalized terms used in this
rule filing are based on the defined terms of the Plan.
---------------------------------------------------------------------------
The Exchange extended the operation of Chapter V, Section 3(d)(iv),
which provides that trades are not subject to an obvious error or
catastrophic error review pursuant to Chapter V, Sections 6(c) or 6(d)
during a Limit State or Straddle State in 2014,\6\ and again in
2015.\7\ The current pilot period expires October 23, 2015. Currently,
the pilot period for the Plan is proposed to be extended until April
22, 2016.\8\ The Exchange now proposes to extend the pilot program for
an additional pilot period to coincide with the pilot period for the
Limit Up-Limit Down Plan, including any extensions to the pilot period
for the Plan. The Exchange believes conducting an obvious error or
catastrophic error review is impracticable given the lack of a reliable
National Best Bid/Offer (``NBBO'') in the options market during Limit
States and Straddle States, and that the resulting actions (i.e.,
nullified trades or adjusted prices) may not be appropriate given
market conditions. Under the pilot, limit orders that are filled during
a Limit State or Straddle State have certainty of execution in a manner
that promotes just and equitable principles of trade, and removes
impediments to, and perfects the mechanism of a free and open market
and a national market system. Moreover, given that options prices
during brief Limit States or Straddle States may deviate substantially
from those available shortly following the Limit State or Straddle
State, the Exchange believes giving market participants time to re-
evaluate a transaction would create an unreasonable adverse selection
opportunity that would discourage participants from providing liquidity
during Limit States or Straddle States. On balance, the Exchange
believes that removing the potential inequity of nullifying or
adjusting executions occurring during Limit States or Straddle States
outweighs any potential benefits from applying those provisions during
such unusual market conditions.
---------------------------------------------------------------------------
\6\ Securities Exchange Act Release No. 71902 (April 8, 2014),
79 FR 20946 (April 14, 2014) (SR-NASDAQ-2014-033).
\7\ Securities Exchange Act Release No. 74336 (February 20,
2015), 80 FR 10551 (February 26, 2015) (SR-NASDAQ-2015-016).
\8\ Securities Exchange Act Release No. 75917 (September 14,
2015), 80 FR 56515 (September 18, 2015).
---------------------------------------------------------------------------
The Exchange believes the benefits to market participants from the
pilot program should continue on a pilot basis to coincide with the
operation of the Limit Up-Limit Down Plan. The Exchange believes that
continuing the pilot will protect against any unanticipated
consequences and permit
[[Page 66093]]
the industry to gain further experience operating the Plan.
The Exchange will conduct an analysis concerning the elimination of
obvious and catastrophic error provisions during Limit States and
Straddle States and agrees to provide the Commission with relevant data
to assess the impact of this proposed rule change. As part of its
analysis, the Exchange will: (1) Evaluate the options market quality
during Limit States and Straddle States; (2) assess the character of
incoming order flow and transactions during Limit States and Straddle
States; and (3) review any complaints from members and their customers
concerning executions during Limit States and Straddle States.
Additionally, the Exchange agrees to provide to the Commission data
requested to evaluate the impact of the elimination of the obvious and
catastrophic error provisions, including data relevant to assessing the
various analyses noted above. No later than five months prior to the
expiration of the pilot period, including any extensions to the pilot
period for the Plan,\9\ the Exchange shall provide to the Commission
and the public assessments relating to the impact of the operation of
the obvious error rules during Limit and Straddle States as follows:
\10\
---------------------------------------------------------------------------
\9\ If the Plan extension is approved, the next data assessment
will be due no later than December 18, 2015.
\10\ The Exchange submitted a data assessment on September 30,
2014 and May 29, 2015.
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1. Evaluate the statistical and economic impact of Limit and
Straddle States on liquidity and market quality in the options markets.
2. Assess whether the lack of obvious error rules in effect during
the Straddle and Limit States are problematic.
Each month the Exchange shall provide to the Commission and the
public a dataset containing the data for each Straddle and Limit State
in optionable stocks that had at least one trade on the Exchange during
a Straddle or Limit State. For each of those options affected, each
data record should contain the following information:
Stock symbol, option symbol, time at the start of the
Straddle or Limit State, an indicator for whether it is a Straddle or
Limit State,
For activity on the Exchange:
executed volume, time-weighted quoted bid-ask spread,
time-weighted average quoted depth at the bid, time-weighted average
quoted depth at the offer,
high execution price, low execution price,
number of trades for which a request for review for error
was received during Straddle and Limit States,
an indicator variable for whether those options outlined
above have a price change exceeding 30% during the underlying stock's
Limit or Straddle State compared to the last available option price as
reported by OPRA before the start of the Limit or Straddle State (1 if
observe 30% and 0 otherwise). Another indicator variable for whether
the option price within five minutes of the underlying stock leaving
the Limit or Straddle State (or halt if applicable) is 30% away from
the price before the start of the Limit or Straddle State.\11\
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\11\ The Exchange agreed to provide similar data in the original
proposal. See Securities Exchange Act Release No. 69341 (April 8,
2013), 78 FR 21996 (April 12, 2013) (SR-NASDAQ-2013-048) at notes 4
and 11. However, that data included two additional filters
pertaining to the top 10 options and an in-the-money amount, which
no longer apply. The Exchange provided historical data in the new
form pursuant to this proposed rule change, going back to the
beginning of the original pilot period.
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2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the provisions of Section 6 of the Act,\12\ in general, and with
Section 6(b)(5) of the Act,\13\ in particular, which requires that the
rules of an exchange be designed to promote just and equitable
principles of trade, remove impediments to and perfect the mechanism of
a free and open market and a national market system, and protect
investors and the public interest, because it should continue to
provide certainty about how errors involving options orders and trades
will be handled during periods of extraordinary volatility in the
underlying security. The Exchange believes that it continues to be
necessary and appropriate in the interest of promoting fair and orderly
markets to exclude transactions executed during a Limit State or
Straddle State from certain aspects of Chapter V, Section 6.
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\12\ 15 U.S.C. 78f.
\13\ 15 U.S.C. 78f(b)(5).
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Although the Limit Up-Limit Down Plan is operational, the Exchange
believes that maintaining the pilot to coincide with the pilot period
for the Plan will help the industry gain further experience operating
the Plan as well as the pilot provisions.
Based on the foregoing, the Exchange believes the benefits to
market participants should continue on a pilot basis to coincide with
the operation of the Limit Up-Limit Down Plan.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended.
Specifically, the proposal does not impose an intra-market burden on
competition, because it will apply to all members. Nor will the
proposal impose a burden on competition among the options exchanges,
because, in addition to the vigorous competition for order flow among
the options exchanges, the proposal addresses a regulatory situation
common to all options exchanges. To the extent that market participants
disagree with the particular approach taken by the Exchange herein,
market participants can easily and readily direct order flow to
competing venues. The Exchange believes this proposal will not impose a
burden on competition and will help provide certainty during periods of
extraordinary volatility in an NMS stock.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change does not (i) significantly affect
the protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative for 30
days from the date on which it was filed, or such shorter time as the
Commission may designate if consistent with the protection of investors
and the public interest, the proposed rule change has become effective
pursuant to Section 19(b)(3)(A) of the Act \14\ and Rule 19b-
4(f)(6)(iii) thereunder.\15\
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 17 CFR 240.19b-4(f)(6)(iii). As required under Rule 19b-
4(f)(6)(iii), the Exchange provided the Commission with written
notice of its intent to file the proposed rule change, along with a
brief description and the 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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The Exchange has asked the Commission to waive the 30-day operative
delay so that the proposal may become operative immediately upon
filing. The Commission believes that waiving the 30-day operative delay
is consistent with the protection of
[[Page 66094]]
investors and the public interest, as it will allow the obvious error
pilot program to continue uninterrupted while the industry gains
further experience operating under the Plan, and avoid any investor
confusion that could result from a temporary interruption in the pilot
program. For this reason, the Commission designates the proposed rule
change to be operative upon filing.\16\
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\16\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule 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-NASDAQ-2015-125 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASDAQ-2015-125. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NASDAQ-2015-125, and should
be submitted on or before November 18, 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\
Brent J. Fields,
Secretary.
[FR Doc. 2015-27346 Filed 10-27-15; 8:45 am]
BILLING CODE 8011-01-P