Self-Regulatory Organizations; Miami International Securities Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change to Extend the Pilot Period Applicable to Rule 521 and Rule 530 Relating To Limit Up/Limit Down, 66100-66102 [2015-27356]
Download as PDF
66100
Federal Register / Vol. 80, No. 208 / Wednesday, October 28, 2015 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
Appendix B and recommended that the
Plan be adopted on a permanent basis
with certain modifications.10
The Participants propose to amend
Section VIII(C) of the Plan to extend the
pilot period through April 22, 2016, to
allow the Participants to conduct, and
the Commission to consider, further
analysis of data in support of the
recommendations made in the
Supplemental Joint Assessment. The
Participants note that an extension of
the pilot period would allow the
Participants to finalize and file with the
Commission any proposed amendments
to the Plan resulting from such
recommendations and further
analysis.11
The Commission believes that it is
appropriate in the public interest, for
the protection of investors and the
maintenance of a fair and orderly
market to approve the amendment to
extend the pilot period to April 22, 2016
so that the Participants can conduct
further analysis to support any
recommendations to amend the Plan.12
In addition, because CBOE no longer
operates a facility for NMS Stocks, the
Commission believes it is appropriate
for CBOE to be removed from the Plan.
For the reasons noted above, the
Commission finds that the amendment
to the Plan is consistent with Section
11A of the Act 13 and Rule 608
thereunder.14 The Commission
reiterates its expectation that the
Participants will continue to monitor
the scope and operation of the Plan and
study the data produced, and will
propose any modifications to the Plan
that may be necessary or appropriate.15
10 See Letter from Christopher B. Stone, Vice
President, FINRA, to Brent J. Fields, Secretary, SEC,
dated May 28, 2015. The Supplemental Joint
Assessment is available at https://www.sec.gov/
comments/4-631/4631-39.pdf.
The areas of analysis in Appendix B are intended
to capture the key measures necessary to assess the
impact of the Plan and to support recommendations
relating to the calibration of the Percentage
Parameters to help ensure that the stated objectives
of the Plan are achieved—particularly: liquidity
when approaching price bands; clearly erroneous
trades; the appropriateness of the percentage
parameters; the attributes of limit states; the impact
of limit states on the options markets; whether
process adjustments are needed when entering/
exiting a limit state; and the length of trading
pauses.
11 See Notice, supra note 4 at 56516.
12 Extending the pilot period will allow the
Participants time to consider various substantive
issues regarding the operation of the Plan, such as
those raised in the IEX Letter, supra note 5.
13 15 U.S.C. 78k–1.
14 17 CFR 242.608.
15 See Securities Exchange Act Release No. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012).
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IV. Conclusion
It is therefore ordered, pursuant to
Section 11A of the Act 16 and Rule 608
thereunder,17 that the Ninth
Amendment to the Plan (File No. 4–631)
be, and it hereby is approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Brent J. Fields,
Secretary.
[FR Doc. 2015–27396 Filed 10–27–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76237; File No. SR–MIAX–
2015–60]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change to Extend the Pilot Period
Applicable to Rule 521 and Rule 530
Relating To Limit Up/Limit Down
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, Miami International Securities
Exchange LLC (‘‘MIAX’’ or ‘‘Exchange’’)
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
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 to
amend (i) Exchange Rule 530 (Limit UpLimit Down) to extend the pilot period
for the treatment of erroneous
transactions during a Limit or Straddle
State and (ii) Interpretations and
Policies .01 to Rule 521 (Nullification
and Adjustment of Options Transactions
Including Obvious Errors) to clarify that
the pilot period during which an
execution will not be subject to review
as an Obvious Error or Catastrophic
Error will coincide with the pilot period
for the LULD Plan (as defined below).
The text of the proposed rule change
is available on the Exchange’s Web site
16 15
U.S.C. 78k–1.
CFR 242.608.
18 17 CFR 200.30–3(a)(29).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
17 17
PO 00000
Frm 00118
Fmt 4703
Sfmt 4703
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’s principal
office, and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Rule 530 (Limit Up-Limit Down) in
order to extend the pilot period for the
treatment of erroneous transactions that
occur in a Limit or Straddle State to
coincide with the proposed extension of
the pilot period for the LULD Plan (as
defined below), including any
extensions to the pilot period for the
LULD Plan.
Exchange Rule 530(j) provides for the
treatment of erroneous transactions
occurring during Limit and Straddle
States. Specifically, once an NMS Stock
has entered a Limit or Straddle State,
the Exchange will nullify a transaction
in an option overlying such an NMS
Stock as provided in Rule 530(j). This
provision was adopted for a one year
pilot period beginning on the date of the
implementation of the Plan to Address
Extraordinary Market Volatility
Pursuant to Rule 608 of Regulation
NMS, April 8, 2013 (the ‘‘LULD Plan’’).3
The Exchange previously extended the
pilot period for Rule 530(j) until October
23, 2015.4 The Exchange now proposes
to extend the pilot period for Rule 530(j)
to coincide with the proposed extension
of the pilot period for the LULD Plan,
including any extensions to the pilot
3 See Exchange Rule 503(j). See also Securities
Exchange Act Release Nos. 69210 (March 22, 2013),
78 FR 18637 (March 27, 2013) (SR–MIAX–2013–
12); 69342 (April 8, 2013), 78 FR 22017 (April 12,
2013) (SR–MIAX–2013–12); 69234 (March 25,
2013), 78 FR 19344 (March 29, 2013) (SR–MIAX–
2013–15); 69354 (April 9, 2013), 78 FR 22357 (April
15, 2013) (SR–MIAX–2013–15).
4 See Securities Exchange Act Release No. 74307
(February 19, 2015), 80 FR 10196 (February 25,
2015) (SR–MIAX–2015–11).
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period for the LULD Plan, in order to
allow the Exchange and the Commission
additional time to collect and analyze
data regarding the impact of Rule 530(j)
on liquidity and market quality in the
options markets.5
To assist the Commission in its
analysis, the Exchange will provide the
Commission and the public with data
and analysis during the duration of the
pilot in order to evaluate the impact of
Limit and Straddle States on liquidity
and market quality in the options
markets. Specifically, on a date not later
than five (5) months prior to the pilot
expiration date, including any
extensions of the pilot period, the
Exchange represents that it shall
provide the Commission and the public
assessments relating to the impact of the
obvious error Rules during Limit and
Straddle States that (i) evaluate the
statistical and economic impact of Limit
and Straddle States on liquidity and
market quality in the options markets;
and (ii) assess whether the lack of
obvious error rules in effect during the
Straddle and Limit States are
problematic. If the LULD Plan extension
is approved the next data assessment
will be due no later than December 18,
2015. Additionally, each month during
the pilot period the Exchange shall
provide to the Commission and the
public a dataset containing the data for
each Straddle and Limit State in
optionable stocks. For each stock that
reaches a Straddle or Limit State, the
number of options included in the
dataset can be reduced by selecting
options in which at least one (1) trade
occurred on the Exchange during the
Straddle or Limit State. For each of
those options affected, each data record
should contain the following
information: (i) 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; and (ii) for
activity on the exchange—(A) executed
volume, time-weighted quoted bid-ask
spread, time-weighted average quoted
depth at the bid, time-weighted average
quoted depth at the offer, (B) high
execution price, low execution price, (C)
5 Currently the pilot period for the LULD Plan is
proposed to be extended until April 22, 2016. See
Joint Industry Plan; Notice of Filing of the Ninth
Amendment to the National Market System Plan to
Address Extraordinary Market Volatility by BATS
Exchange, Inc., BATS Y-Exchange, Inc., Chicago
Board Options Exchange, Inc., Chicago Stock
Exchange, Inc., EDGA Exchange, Inc., EDGX
Exchange, Inc., Financial Industry Regulatory
Authority, Inc., NASDAQ OMX BX, Inc., NASDAQ
OMX PHLX LLC, The Nasdaq Stock Market LLC,
National Stock Exchange, Inc., New York Stock
Exchange LLC, NYSE MKT LLC, and NYSE Arca,
Inc., Securities Exchange Act Release No. 75917
(September 14, 2015), 80 FR 56515 (September 18,
2015).
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19:16 Oct 27, 2015
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66101
number of trades for which a request for
review for error was received during
Straddle and Limit States, (D) 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) and
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.
The Exchange also proposes to amend
Interpretations and Policies .01 to Rule
521 (Nullification and Adjustment of
Options Transactions Including Obvious
Errors) to take out the actual end date
of the pilot period during which an
execution will not be subject to review
as an Obvious Error or Catastrophic
Error pursuant to paragraph (c) or (d) of
Rule 521 if it occurred while the
underlying security was in a ‘‘Limit
State’’ or ‘‘Straddle State,’’ as defined in
the LULD Plan, and instead clarify that
the pilot period will coincide with the
pilot period for the LULD Plan,
including any extensions to the pilot
period for the LULD Plan.
the public interest while allowing the
Exchange and the Commission
additional time to collect and analyze
data regarding the impact of Rules on
liquidity and market quality in the
options markets.
2. Statutory Basis
MIAX believes that its proposed rule
change is consistent with Section 6(b) of
the Act 6 in general, and furthers the
objectives of Section 6(b)(5) of the Act 7
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, to remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest. Specifically, the
proposal supports the objectives of
perfecting the mechanism of a free and
open market and the national market
system because it promotes uniformity
across markets concerning when and
how to halt trading in all stock options
as a result of extraordinary market
volatility. In addition, the Exchange
believes that the extension of the pilot
to coincide with the pilot period for the
LULD Plan will help ensure that market
participants continue to benefit from the
protections of the Limit Up-Limit Down
Rules which will protect investors and
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 8 and Rule 19b–4(f)(6)(iii)
thereunder.9
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
investors and the public interest, as it
will allow the obvious error pilot
6 15
7 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
Frm 00119
Fmt 4703
Sfmt 4703
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed changes are being made to
extend the pilot program that provides
for how the Exchange shall treat orders
and quotes in options overlying NMS
stocks when the Limit Up-Limit Down
Plan is in effect and will not impose any
burden on competition while providing
certainty of treatment and execution of
options orders during periods of
extraordinary volatility in the
underlying NMS stock, and facilitating
appropriate liquidity during a Limit
State or Straddle State.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
8 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.
9 17
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Federal Register / Vol. 80, No. 208 / Wednesday, October 28, 2015 / Notices
program to continue uninterrupted
while the industry gains further
experience operating under the LULD
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.10
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–
MIAX–2015–60 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–MIAX–2015–60. 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
10 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
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–MIAX–
2015–60, and should be submitted on or
before November 18, 2015.
For the Commission, by the Division
of Trading and Markets, pursuant to
delegated authority.11
Brent J. Fields,
Secretary.
[FR Doc. 2015–27356 Filed 10–27–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76223; File No. SR–CBOE–
2015–097]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Relating to Exchange
Rule 6.25
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
21, 2015, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) 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 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 proposes to extend a
pilot program related to Rule 6.25
(Nullification and Adjustment of
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00120
Fmt 4703
Sfmt 4703
Options Transactions including Obvious
Errors). The text of the proposed rule
change is available on the Exchange’s
Web site (https://www.cboe.com/About
CBOE/CBOELegalRegulatory
Home.aspx), at the Exchange’s Office of
the Secretary, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this filing is to extend
the effectiveness of the Exchange’s
current rule applicable to obvious
errors. Interpretation and Policy .01 to
Rule 6.25, explained in further detail
below, is currently operating on a pilot
program set to expire on October 23,
2015. The Exchange proposes to extend
the pilot program so that it coincides
with the pilot period for the Plan to
Address Extraordinary Market Volatility
Pursuant to Rule 608 of Regulation NMS
under the Act (‘‘Limit Up-Limit Down
Plan’’ or ‘‘Plan’’), including any
extensions to the pilot period for the
Plan. Currently the Plan Participants
have proposed the 9th amendment to
the Plan which, if approved, would
extend the pilot period of the Plan to
April 22, 2016.3
On April 5, 2013, the Commission
approved, on a pilot basis, amendments
to Exchange Rule 6.25 that stated that
options executions will not be adjusted
or nullified if the execution occurs
while the underlying security is in a
limit or straddle state as defined by the
Plan.4 Under the terms of this current
pilot program, though options
executions will generally not be subject
to review as an Obvious Error or
3 See Securities Exchange Act Release No. 75917
(September 14, 2015), 80 FR 56515 (September 18,
2015) (File No. 4–631).
4 Securities Exchange Act Release No. 69328
(April 5, 2013), 78 FR 21642 (April 11, 2013) (SR–
CBOE–2013–030). See also Exchange Rule 6.25.01.
E:\FR\FM\28OCN1.SGM
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Agencies
[Federal Register Volume 80, Number 208 (Wednesday, October 28, 2015)]
[Notices]
[Pages 66100-66102]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-27356]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76237; File No. SR-MIAX-2015-60]
Self-Regulatory Organizations; Miami International Securities
Exchange LLC; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change to Extend the Pilot Period Applicable to Rule 521
and Rule 530 Relating To Limit Up/Limit Down
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, Miami International Securities Exchange LLC
(``MIAX'' or ``Exchange'') 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 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 to amend (i) Exchange Rule 530
(Limit Up-Limit Down) to extend the pilot period for the treatment of
erroneous transactions during a Limit or Straddle State and (ii)
Interpretations and Policies .01 to Rule 521 (Nullification and
Adjustment of Options Transactions Including Obvious Errors) to clarify
that the pilot period during which an execution will not be subject to
review as an Obvious Error or Catastrophic Error will coincide with the
pilot period for the LULD Plan (as defined below).
The text of the proposed rule change is available on the Exchange's
Web site at https://www.miaxoptions.com/filter/wotitle/rule_filing, at
MIAX's principal office, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend Rule 530 (Limit Up-Limit Down) in
order to extend the pilot period for the treatment of erroneous
transactions that occur in a Limit or Straddle State to coincide with
the proposed extension of the pilot period for the LULD Plan (as
defined below), including any extensions to the pilot period for the
LULD Plan.
Exchange Rule 530(j) provides for the treatment of erroneous
transactions occurring during Limit and Straddle States. Specifically,
once an NMS Stock has entered a Limit or Straddle State, the Exchange
will nullify a transaction in an option overlying such an NMS Stock as
provided in Rule 530(j). This provision was adopted for a one year
pilot period beginning on the date of the implementation of the Plan to
Address Extraordinary Market Volatility Pursuant to Rule 608 of
Regulation NMS, April 8, 2013 (the ``LULD Plan'').\3\ The Exchange
previously extended the pilot period for Rule 530(j) until October 23,
2015.\4\ The Exchange now proposes to extend the pilot period for Rule
530(j) to coincide with the proposed extension of the pilot period for
the LULD Plan, including any extensions to the pilot
[[Page 66101]]
period for the LULD Plan, in order to allow the Exchange and the
Commission additional time to collect and analyze data regarding the
impact of Rule 530(j) on liquidity and market quality in the options
markets.\5\
---------------------------------------------------------------------------
\3\ See Exchange Rule 503(j). See also Securities Exchange Act
Release Nos. 69210 (March 22, 2013), 78 FR 18637 (March 27, 2013)
(SR-MIAX-2013-12); 69342 (April 8, 2013), 78 FR 22017 (April 12,
2013) (SR-MIAX-2013-12); 69234 (March 25, 2013), 78 FR 19344 (March
29, 2013) (SR-MIAX-2013-15); 69354 (April 9, 2013), 78 FR 22357
(April 15, 2013) (SR-MIAX-2013-15).
\4\ See Securities Exchange Act Release No. 74307 (February 19,
2015), 80 FR 10196 (February 25, 2015) (SR-MIAX-2015-11).
\5\ Currently the pilot period for the LULD Plan is proposed to
be extended until April 22, 2016. See Joint Industry Plan; Notice of
Filing of the Ninth Amendment to the National Market System Plan to
Address Extraordinary Market Volatility by BATS Exchange, Inc., BATS
Y-Exchange, Inc., Chicago Board Options Exchange, Inc., Chicago
Stock Exchange, Inc., EDGA Exchange, Inc., EDGX Exchange, Inc.,
Financial Industry Regulatory Authority, Inc., NASDAQ OMX BX, Inc.,
NASDAQ OMX PHLX LLC, The Nasdaq Stock Market LLC, National Stock
Exchange, Inc., New York Stock Exchange LLC, NYSE MKT LLC, and NYSE
Arca, Inc., Securities Exchange Act Release No. 75917 (September 14,
2015), 80 FR 56515 (September 18, 2015).
---------------------------------------------------------------------------
To assist the Commission in its analysis, the Exchange will provide
the Commission and the public with data and analysis during the
duration of the pilot in order to evaluate the impact of Limit and
Straddle States on liquidity and market quality in the options markets.
Specifically, on a date not later than five (5) months prior to the
pilot expiration date, including any extensions of the pilot period,
the Exchange represents that it shall provide the Commission and the
public assessments relating to the impact of the obvious error Rules
during Limit and Straddle States that (i) evaluate the statistical and
economic impact of Limit and Straddle States on liquidity and market
quality in the options markets; and (ii) assess whether the lack of
obvious error rules in effect during the Straddle and Limit States are
problematic. If the LULD Plan extension is approved the next data
assessment will be due no later than December 18, 2015. Additionally,
each month during the pilot period the Exchange shall provide to the
Commission and the public a dataset containing the data for each
Straddle and Limit State in optionable stocks. For each stock that
reaches a Straddle or Limit State, the number of options included in
the dataset can be reduced by selecting options in which at least one
(1) trade occurred on the Exchange during the Straddle or Limit State.
For each of those options affected, each data record should contain the
following information: (i) 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; and (ii) for activity on the exchange--(A)
executed volume, time-weighted quoted bid-ask spread, time-weighted
average quoted depth at the bid, time-weighted average quoted depth at
the offer, (B) high execution price, low execution price, (C) number of
trades for which a request for review for error was received during
Straddle and Limit States, (D) 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) and 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.
The Exchange also proposes to amend Interpretations and Policies
.01 to Rule 521 (Nullification and Adjustment of Options Transactions
Including Obvious Errors) to take out the actual end date of the pilot
period during which an execution will not be subject to review as an
Obvious Error or Catastrophic Error pursuant to paragraph (c) or (d) of
Rule 521 if it occurred while the underlying security was in a ``Limit
State'' or ``Straddle State,'' as defined in the LULD Plan, and instead
clarify that the pilot period will coincide with the pilot period for
the LULD Plan, including any extensions to the pilot period for the
LULD Plan.
2. Statutory Basis
MIAX believes that its proposed rule change is consistent with
Section 6(b) of the Act \6\ in general, and furthers the objectives of
Section 6(b)(5) of the Act \7\ in particular, in that it is designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable principles of trade, to foster cooperation and
coordination with persons engaged in facilitating transactions in
securities, to remove impediments to and perfect the mechanisms of a
free and open market and a national market system and, in general, to
protect investors and the public interest. Specifically, the proposal
supports the objectives of perfecting the mechanism of a free and open
market and the national market system because it promotes uniformity
across markets concerning when and how to halt trading in all stock
options as a result of extraordinary market volatility. In addition,
the Exchange believes that the extension of the pilot to coincide with
the pilot period for the LULD Plan will help ensure that market
participants continue to benefit from the protections of the Limit Up-
Limit Down Rules which will protect investors and the public interest
while allowing the Exchange and the Commission additional time to
collect and analyze data regarding the impact of Rules on liquidity and
market quality in the options markets.
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\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The proposed changes are
being made to extend the pilot program that provides for how the
Exchange shall treat orders and quotes in options overlying NMS stocks
when the Limit Up-Limit Down Plan is in effect and will not impose any
burden on competition while providing certainty of treatment and
execution of options orders during periods of extraordinary volatility
in the underlying NMS stock, and facilitating appropriate liquidity
during a Limit State or Straddle State.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the 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 \8\ and Rule 19b-
4(f)(6)(iii) thereunder.\9\
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\8\ 15 U.S.C. 78s(b)(3)(A).
\9\ 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 investors and the public interest,
as it will allow the obvious error pilot
[[Page 66102]]
program to continue uninterrupted while the industry gains further
experience operating under the LULD 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.\10\
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\10\ 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-MIAX-2015-60 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-MIAX-2015-60. 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-MIAX-2015-60, and should be
submitted on or before November 18, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
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\11\ 17 CFR 200.30-3(a)(12).
Brent J. Fields,
Secretary.
[FR Doc. 2015-27356 Filed 10-27-15; 8:45 am]
BILLING CODE 8011-01-P