Self-Regulatory Organizations; New York Stock Exchange LLC; Order Instituting Proceedings To Determine Whether To Disapprove a Proposed Rule Change To Establish Rules To Comply With the Quoting and Trading Requirements of the Plan To Implement a Tick Size Pilot Plan Submitted to the Commission Pursuant to Rule 608 of Regulation NMS Under the Act, 5027-5031 [2016-01691]
Download as PDF
Federal Register / Vol. 81, No. 19 / Friday, January 29, 2016 / Notices
NEON update from the Chair of the ad
hoc task force on NEON Performance
and Plans
Open committee reports
NSB Chair’s closing remarks
Meeting Adjourns: 1:30 p.m.
Kyscha Slater-Williams,
Program Specialist, National Science Board.
[FR Doc. 2016–01757 Filed 1–27–16; 4:15 pm]
BILLING CODE 7555–01–P
POSTAL SERVICE
Temporary Emergency Committee of
the Board of Governors; Sunshine Act
Meeting
Tuesday, February 9,
2016, at 12:00 noon.
DATES AND TIMES:
PLACE:
via Teleconference.
STATUS:
Closed.
MATTERS TO BE CONSIDERED:
Tuesday, February 9, 2016, at 12:00
Noon
1. Strategic Issues.
2. Financial Matters.
3. Pricing.
4. Personnel Matters and Compensation
Issues.
5. Executive Session—Discussion of
prior agenda items and Board
governance.
The
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meeting may be closed under the
Government in the Sunshine Act.
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Julie S. Moore,
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[FR Doc. 2016–01776 Filed 1–27–16; 4:15 pm]
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76971; File No. SR–NYSE–
2015–46]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Instituting Proceedings To Determine
Whether To Disapprove a Proposed
Rule Change To Establish Rules To
Comply With the Quoting and Trading
Requirements of the Plan To
Implement a Tick Size Pilot Plan
Submitted to the Commission
Pursuant to Rule 608 of Regulation
NMS Under the Act
January 25, 2016.
I. Introduction
On October 9, 2015, New York Stock
Exchange LLC (‘‘NYSE’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to establish rules to comply with
the quoting and trading requirements of
the Plan to Implement a Tick Size Pilot
Program (‘‘Plan’’) submitted to the
Commission pursuant to Rule 608 of
Regulation NMS under the Act (‘‘Tick
Size Pilot’’). The proposed rule change
was published for comment in the
Federal Register on October 28, 2015.3
The Commission has received two
comment letters on the proposal.4 On
December 3, 2015, the Commission
designated a longer period for
Commission action on the proposed rule
change, until January 26, 2016.5 On
January 15, 2016, the Exchange, on
behalf of NYSE Arca, Inc., NYSE MKT
LLC, and the Chicago Stock Exchange,
Inc. (‘‘CHX’’), submitted a letter in
response to the comment letters.6 This
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 76229
(October 22, 2015), 80 FR 66065 (‘‘Notice’’).
4 See letters from Mary Lou Von Kaenel,
Managing Director, Financial Information Forum,
dated November 5, 2015 (‘‘FIF Letter’’); and
Theodore R. Lazo, Managing Director and Associate
General Counsel, Securities Industry and Financial
Markets Association, dated December 18, 2015
(‘‘SIFMA Letter’’).
5 See Securities Exchange Act Release No. 76551,
80 FR 76602 (December 9, 2015).
6 See letter from Brendon J. Weiss, Co-Head,
Government Affairs, Intercontinental Exchange, Inc.
and John K. Kerin, CEO, Chicago Stock Exchange,
Inc., dated January 15, 2016 (‘‘Response Letter’’). In
the Response Letter, the Exchange also commented
on proposed rule changes submitted by the
Financial Industry Regulatory Authority, Inc.
(‘‘FINRA’’) and BATS Exchange, Inc. (‘‘BATS’’) to
implement the quoting and trading requirements of
the Tick Size Pilot. See Securities Exchange Act
Release Nos. 76483 (November 19, 2015), 80 FR
73853 (November 25, 2015) (SR–FINRA–2015–047)
2 17
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5027
order institutes proceedings under
Section 19(b)(2)(B) of the Act 7 to
determine whether to disapprove the
proposed rule change.
II. Description of the Proposed Rule
Change
NYSE proposes to adopt NYSE Rule
67(a), (c), (d), and (e) 8 to implement the
quoting and trading requirements of the
Tick Size Pilot. Proposed Rule 67(a)(1)
contains definitions 9 of ‘‘Plan,’’ 10 ‘‘Pilot
Test Groups,’’ 11 ‘‘Trading Center,’’ 12
and ‘‘Retail Investor Order.’’ 13
Proposed NYSE Rule 67(a)(2)
provides that the Exchange is a
Participant 14 in the Plan and is subject
to the applicable requirements of the
Plan.15 Proposed NYSE Rule 67(a)(3)
provides that member organizations
shall establish, maintain, and enforce
written policies and procedures that are
reasonably designed to comply with the
applicable requirements of the Plan.16
and 76552 (December 3, 2015), 80 FR 76591
(December 9, 2015) (SR–BATS–2015–108) (together
the ‘‘FINRA/BATS Proposals’’).
7 15 U.S.C. 78s(b)(2)(B).
8 The Exchange has reserved proposed Rule 67(b)
for future use to require compliance by its member
organizations with the collection of data pursuant
to the Plan.
9 Proposed NYSE Rule 67(a)(1)(E) provides that
all capitalized terms not otherwise defined in
proposed NYSE Rule 67 shall have the meanings set
forth in the Tick Size Pilot, Regulation NMS under
the Exchange Act, or Exchange Rules.
10 NYSE proposes to define the ‘‘Plan’’ as the Tick
Size Pilot plan submitted to the Commission
pursuant to Rule 608 of Regulation NMS. See
proposed NYSE Rule 67(a)(1)(A).
11 NYSE proposes to define ‘‘Pilot Test Groups’’
as the three test groups established under the Plan,
consisting of 400 Pilot Securities each, which
satisfy the respective criteria established under the
Plan for each such test group. See proposed NYSE
Rule 67(a)(1)(B).
12 NYSE proposes to define ‘‘Trading Center’’ as
having the same meaning as Rule 600(b)(78) of
Regulation NMS and for purposes of a Trading
Center operated by a broker-dealer, means an
independent trading unit, as defined under Rule
200(f) of Regulation SHO, within such brokerdealer. See proposed NYSE Rule 67(a)(1)(C).
13 NYSE proposes to define ‘‘Retail Investor
Order’’ as an agency order or riskless principal
order that meets the criteria of FINRA Rule 5320.03
that originates from a natural person and is
submitted to the Exchange by a retail member
organization (or a divisions thereof that has been
approved by the Exchange under the Exchange’s
retail liquidity program (Rule 107C) to submit Retail
Investor Orders), provided that no change is made
to the terms of the order with respect to the price
or side of market and the order does not originate
from a trading algorithm or any other computerized
technology. A Retail Investor Order is an immediate
or cancel orders that operate in accordance with the
Exchange’s retail liquidity program as set forth in
NYSE Rule 107C. See proposed NYSE Rule
67(a)(1)(D).
14 Unless otherwise noted, capitalized terms not
defined in this order shall have the meanings set
forth in the Plan.
15 See Proposed NYSE Rule 67(a)(2).
16 See Proposed NYSE Rule 67(a)(3).
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Proposed NYSE Rule 67(a)(4) provides
that Exchange systems will not display,
quote, or trade in violation of the
applicable quoting and trading
requirements for a Pilot Security
specified in the Plan the NYSE Rule 67,
unless such quotation or transaction is
specifically exempted under the Plan.17
Proposed NYSE Rule 67(a)(5) defines
the procedure for dealing with Pilot
Securities that drop below $1.00 during
the Pilot Period. If the price of a Pilot
Security drops below $1.00 during
regular trading but does not have a
Closing Price below $1.00, the Pilot
Security will continue to trade
according to the quoting and trading
requirements of its originally assigned
Test Group in the Plan. If a Pilot
Security has a Closing Price below
$1.00, the Pilot Security would be
moved from its respective Test Group
into the Control Group, and would be
quoted and traded at any price
increment that is currently permitted by
Exchange rules for the remainder of the
Pilot Period.18 Proposed NYSE Rule
67(a)(5) further provides that
notwithstanding anything to the
contrary, at all times during the Pilot
Period, Pilot Securities (whether in the
Control Group or any Pilot Test Group)
will continue to be subject to the
requirements contained in Paragraph
(b).19
Proposed NYSE Rule 67(c) describes
the quoting and trading requirements of
Pilot Securities in Test Group One.
Specifically, NYSE proposes that no
member may display, rank, or accept
from any person any displayable or nondisplayable bids or offers, orders, or
indications of interest in increments
other than $0.05 for Pilot Securities in
Test Group One.20 Orders priced to
trade at the midpoint of the national
best bid and national best offer
(‘‘NBBO’’) or best protected bid and best
protected offer (‘‘PBBO’’) and orders
entered into the Exchange’s Retail
Liquidity Program as Retail Price
Improvement Orders may be ranked and
accepted in increments of less than
$0.05.21 Pilot Securities in Test Group
One may continue to trade at any price
increment currently permitted.22
Proposed NYSE Rule 67(d) describes
the quoting and trading requirements of
Pilot Securities in Test Group Two.
Specifically, NYSE proposes that no
member may display, rank, or accept
17 See
Proposed NYSE Rule 67(a)(4).
Proposed NYSE Rule 67(a)(5).
19 The Commission notes that the Exchange has
reserved Paragraph (b) for the data collection
contemplated under the Plan.
20 See Proposed NYSE Rule 67(c).
21 See Proposed NYSE Rule 67(c).
22 See Proposed NYSE Rule 67(c).
18 See
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from any person any displayable or nondisplayable bids or offers, orders, or
indications of interest in increments
other than $0.05 for Pilot Securities in
Test Group Two.23 Further, NYSE
proposes that absent any enumerated
exceptions, no member organization
may execute orders in any Test Group
Two Pilot Security in a price increment
other than $0.05.24 Proposed NYSE Rule
67(d)(3) provides for three exceptions
where Test Group Two Pilot Securities
could trade in increments of less than
$0.05. First, trading could occur at the
midpoint between the NBBO or the
PBBO.25 Second, Retail Investor Orders
may be provided with price
improvement that is at least $0.005
better than the PBBO.26 Finally,
Negotiated Trades may trade in
increment less than $0.05.27
Proposed NYSE Rule 67(e) describes
the quoting and trading requirements of
Pilot Securities in Test Group Three.
NYSE proposes for Pilot Securities in
Test Group Three no member
organization may display, rank, or
accept from any person any displayable
or non-displayable bids or offers, orders,
or indications of interest in increments
other than $0.05.28 Proposed NYSE Rule
67(e)(2) states that absent an
enumerated exception, no member
organization may execute orders in any
Test Group Three Pilot Security in a
price increment other than $0.05.29
Proposed NYSE Rule 67(e)(3) provides
for the same three exceptions as in Test
Group Two.30
Proposed NYSE Rule 67(e)(4) states
the Test Group Three Pilot Securities
will be subject to a Trade-at Prohibition.
Proposed NYSE Rule 67(e)(4)(A) defines
‘‘Trade-At Prohibition’’ as the
prohibition against executions by a
Trading Center of a sell order for a Pilot
Security at the Price of a Protected Bid
or the execution of a buy order at the
price of a Protected Offer during regular
23 Similar to the exception in Test Group One,
orders priced to trade at the midpoint of the NBBO
or PBBO and orders entered into the Exchange’s
Retail Liquidity Program as Retail Price
Improvement Orders may be ranked and accepted
in increments of less than $0.05. See Proposed
NYSE Rule 67(d).
24 Proposed NYSE Rule 67(d)(2) applies to all
trades, including Brokered Cross Trades.
25 See Proposed NYSE Rule 67(d)(3)(A).
26 See Proposed NYSE Rule 67(d)(3)(B).
27 See Proposed NYSE Rule 67(d)(3)(C).
28 Similar to the exceptions in Test Group One
and Test Group Two, orders priced to trade at the
midpoint of the NBBO or PBBO and orders entered
into the Exchange’s Retail Liquidity Program as
Retail Price Improvement Orders may be ranked
and accepted in increments of less than $0.05. See
Proposed NYSE Rule 67(e)(1).
29 Proposed NYSE Rule 67(e)(2) applies to all
trades, including Brokered Cross Trades.
30 See Proposed NYSE Rule 67(e)(3).
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trading hours.31 Proposed NYSE Rule
67(e)(4)(B) states that absent any
enumerated exception, no member
organization may execute a sell order for
a Pilot Security in Test Group Three at
the price of a Protected Bid or a buy
order at the price of a Protected Offer.
Proposed NYSE Rule 67(e)(4)(C)
provides that a member organization
may execute a sell order for a Pilot
Security in Test Group Three at the
price of a Protected Bid or a buy order
for a Pilot Security in Test Group Three
at the price of a Protected Offer under
the following 14 circumstances. First, an
order may be executed by a Trading
Center within a member organization
that has a displayed quotation for the
account of that Trading Center on a
principal basis, via either a processor or
an SRO Quotation Feed, at a price equal
to the traded-at Protected Quotation,
that was displayed before the order was
received, but only up to the full
displayed size of the Trading Center’s
previously displayed quote.32 In the
Notice, NYSE stated that ‘‘[b]y requiring
the displayed quotation to be for the
account of ‘that Trading Center,’ the
Trading Center cannot rely on any
quotations it may put up on an agency
basis, including a riskless principal
basis.’’ 33 NYSE further noted that ‘‘[a]
Trading Center that is a broker-dealer
also cannot rely on any quotation that
is not a displayed quotation for its own
account, such as a quotation of another
broker-dealer, or customer of such
broker-dealer.’’ 34
The second exception permits the
execution of an order that consists of
odd lot orders and odd lot portions of
partial round lot orders that are
displayed on the SRO Quotation Feed at
the price equal to the traded-at
Protected Quotation, up to the size of
the displayed quotation.35 The third
exception allows the execution of an
order that is of Block Size 36 at the time
of origin and is not: An aggregation of
non-block orders; broken into orders
smaller than Block Size prior to
submitting the order to a Trading Center
for execution; or executed on multiple
Trading Centers.37
The fourth exception permits the
execution of a Retail Investor Order
31 See
Proposed NYSE Rule 67(e)(4)(A).
Proposed NYSE Rule 67(e)(4)(C)(i).
33 See Notice at note 26.
34 See Notice at note 26.
35 Proposed Supplementary Material .10 to NYSE
Rule 67(e)(4)(c)(ii) states that a member would be
prohibited from breaking round lot order or a round
lot portion of a partial round lot into an odd lot
order to avoid the restrictions of the proposed Rule.
36 ‘‘Block Size’’ is defined in the Plan as an order
(1) of at least 5,000 shares or (2) for a quantity of
stock having a market value of at least $100,000.
37 See Proposed NYSE Rule 67(e)(4)(C)(iii).
32 See
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executed with at least $0.005 price
improvement.38 The firth exception
permits the execution of an order when
the Trading Center displaying the
Protected Quotation that was traded-at
experiences a failure, material delay, or
malfunction of its systems or
equipment.39 The sixth exception
permits the execution of an order as part
of a transaction that was not a regular
way contract.40 The seventh exception
permits the execution of an order as part
of a single-priced opening, reopening, or
closing transaction on the Exchange.41
The eighth exception permits the
execution of an order when a Protected
Bid is priced higher than a Protected
Offer in the Pilot Security.42
The ninth exception permits the
execution of an order that is identified
as a Trade-at Intermarket Sweep
Order.43 The tenth exception permits
the execution of an order by a Trading
Center that simultaneously routed
Trade-at Intermarket Sweep Orders to
execute against the full displayed size of
the Protected Quotation that was traded
at.44 The eleventh exception permits the
execution of an order that is part of a
Negotiated Trade.45 The twelfth
exception permits the execution of an
order when the Trading Center
displaying the Protected Quotation that
was traded at had displayed within one
second prior to execution of the
transaction that constituted the Tradeat, a Best Protected Bid or Best Protected
Offer, as applicable, for the Pilot
Security with a price that was inferior
to the price of the Trade-at
transaction.46
The thirteenth exception permits the
execution of an order by a Trading
Center, which at the time of order
receipt, had guaranteed an execution at
no worse than a specified price (a
‘‘stopped order’’) where: (1) The
stopped order was for the account of a
customer; (2) the customer agreed to the
specified price on an order-by-order
basis; and (3) the price of the Trade-at
transaction was, for a stopped buy
order, equal to the National Best Bid in
the Pilot Security at the time of
execution or, for a stopped sell order,
equal to the National Best Offer in the
Pilot Security at the time of execution.47
Finally, the last exception permits the
execution of an order that is for a
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38 See
Proposed NYSE Rule 67(e)(4)(C)(iv).
Proposed NYSE Rule 67(e)(4)(C)(v).
40 See Proposed NYSE Rule 67(e)(4)(C)(vi).
41 See Proposed NYSE Rule 67(e)(4)(C)(vii).
42 See Proposed NYSE Rule 67(e)(4)(C)(viii).
43 See Proposed NYSE Rule 67(e)(4)(C)(ix).
44 See Proposed NYSE Rule 67(e)(4)(C)(x).
45 See Proposed NYSE Rule 67(e)(4)(C)(xi).
46 See Proposed NYSE Rule 67(e)(4)(C)(xii).
47 See Proposed NYSE Rule 67(e)(4)(C)(xiii).
39 See
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fractional share of a Pilot Security,
provided that such fractional share
order was not the result of breaking an
order for one or more whole shares of
a Pilot Security into orders for fractional
shares or was not otherwise effected to
evade the requirements of the Tick Size
Pilot.48 Proposed NYSE Rule 67(D)
states that no member organization shall
break an order into smaller orders to
evade the requirements of the Trade-at
Prohibition or any provisions of the
Plan.
III. Summary of Comments and the
Exchange’s Response
The Commission has received two
comment letters on the proposed rule
change and a response from the
Exchange. One commenter expressed
concern with the differences between
the NYSE proposal and the rules to
comply with the quoting and trading
requirements of the Plan proposed in
the FINRA/BATS Proposals,49
particularly with respect to the Trade-at
Prohibition.50 The commenter noted
that the NYSE proposal would limit a
Trading Center from price matching a
Protected Quotation to when the
Trading Center is displaying in a
principal capacity, while the FINRA/
BATS Proposals are not so restrictive.
The commenter stated its belief that the
FINRA/BATS Proposals are more
consistent with the terms of the Plan,
and that the Commission should
approve it instead. The commenter
further stressed the importance of
consistency in the rules implementing
the Plan, and expressed the view that if
the different proposals are approved,
compliance by market participants
‘‘would be virtually impossible.’’ 51 This
commenter also noted that there are
differences in certain key defined terms,
such as ‘‘Retail Investor Order,’’
between the NYSE proposal and the
FINRA/BATS Proposals.52
The other commenter also expressed
concern with the proposal’s limitation
of the exception to the Trade-at
Prohibition discussed above to principal
quotations, and with the certain defined
terms, such as ‘‘Retail Investor Order’’
and ‘‘Block Size’’.53 In addition, it
suggested the inclusion of certain other
exceptions that align with those
available, through Commission
exemption and guidance, in connection
with Rule 611 of Regulation NMS, and
raised questions as to whether the
48 See
Proposed NYSE Rule 67(e)(4)(C)(xiv).
supra note 6.
50 See SIFMA Letter.
51 See SIFMA Letter.
52 Id.
53 See FIF Letter.
49 See
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5029
proposal was limited to the exchangerelated activities of NYSE members, or
would apply to their off-exchange
activities as well.54
In its Response Letter, the Exchange
expressed the view that its proposal is
consistent with the goals of the Plan,
including testing whether market
participants are incentivized to display
more liquidity in a wider tick
environment. On the other hand, in the
Exchange’s opinion, the FINRA/BATS
Proposals would create an incentive for
trading in Test Group Three to migrate
to dark venues, which would be
inconsistent with the goals of the Plan.
Specifically, the Exchange expressed the
view that the FINRA/BATS Proposals
would allow an alternative trading
system (‘‘ATS’’) to execute matched
trades of any of its participants at the
price of a Traded-at Protected Quotation
if the ATS is displaying, on an agency
basis, a quotation of another participant
at the Protected Quotation. Thus, the
Exchange reasoned that the FINRA/
BATS Proposals would allow trades by
ATS participants at the price of a
Protected Quotation without requiring
them to display a Protected Quotation,
but instead ‘‘free-ride’’ on the Protected
Quotation of another participant in the
ATS that is displayed, on an agency
basis by the ATS. This would, in the
opinion of the Exchange, ‘‘eviscerate’’
the requirement for dark pools to trade
with Protected Quotations, and be
contrary to the Commission’s intent for
the Trade-At Prohibition to test whether
market participants are incentivized to
display more liquidity in a wider tick
environment.
The Exchange confirmed one
commenter’s understanding with
respect to the Retail Investor Order
exception and that the exception would
allow for over-the-counter trading.
Additionally, the Exchange stated that it
opposed changing the Block Size
exception as the Exchange does not
believe that a trading center should be
permitted to facilitate a block cross that
aggregates multiple smaller orders, even
if one component of the block meets the
definition of Block Size Order.
IV. Proceedings To Determine Whether
To Disapprove SR–NYSE–2015–46 and
Grounds for Disapproval Under
Consideration
The Commission is instituting
proceedings pursuant to Section
54 The commenter stated its belief that the
additional qualifiers will inhibit a Trading Center
from facilitating a block cross trade. See FIF Letter.
The commenter also raised other issues not directly
addressed by the Exchange’s proposal, such as the
timeline for implementation, additional exceptions
for Trade-at Prohibition, and unanswered questions.
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19(b)(2)(B) of the Act 55 to determine
whether the Exchange’s proposed rule
change should be disapproved.
Institution of proceedings is appropriate
at this time in view of the legal and
policy issues raised by the proposed
rule change as discussed below.
Institution of proceedings does not
indicate that the Commission has
reached any conclusions with respect to
any of the issues involved. Rather, as
described in greater detail below, the
Commission seeks and encourages
interested persons to provide additional
comment on the proposed rule change
to inform the Commission’s analysis
whether to disapprove the proposed
rule change.
Pursuant to Section 19(b)(2)(B) of the
Act,56 the Commission is providing
notice of the grounds for disapproval
under consideration. The Commission is
instituting proceedings to allow for
additional analysis of, and input from
commenters with respect to, the
proposed rule change’s consistency with
Section 6(b)(5) of the Act and Section
6(b)(8) of the Act. Section 6(b)(5) of the
Act 57 requires that an exchange’s rules
be designed, among other things, 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 to protect investors and the
public interest, and that they not be
designed to permit unfair
discrimination between customers,
issuers, brokers or dealers. Section
6(b)(8) of the Act 58 requires that rules
of the exchange not impose any burden
on competition that is not necessary or
appropriate in furtherance of the Act.
The Exchange’s proposal would
establish rules for NYSE member
organizations to comply with the
quoting and trading requirements of the
Tick Size Pilot. NYSE proposes to adopt
a version of the Trade-at Prohibition
that would be more restrictive than
required by the Plan, the applicable
provisions of which would permit a
Trading Center to execute an order for
a Pilot Security in Test Group Three if
that Trading Center ‘‘is displaying a
quotation, via either a processor or an
SRO quotation feed, at a price equal to
55 15
U.S.C. 78s(b)(2).
U.S.C. 78s(b)(2)(B). Section 19(b)(2)(B) of the
Act also provides that proceedings to determine
whether to approve or disapprove a proposed rule
change must be concluded within 180 days of the
date of publication of notice of the filing of the
proposed rule change. Id. The time for conclusion
of the proceedings may be extended for up to 60
days if the Commission finds good cause for such
extension and publishes its reasons for so finding.
Id.
57 See 15 U.S.C. 78f(b)(5).
58 See 15 U.S.C. 78f(b)(8).
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56 15
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the traded-at protected quotation but
only up to the trading center’s full
displayed size.’’ 59 The Exchange’s
proposal would limit the ability of a
Trading Center to rely on this exception
to the Trade-at Prohibition to situations
where it is displaying a quotation as
principal, and not where it is displaying
a quotation as agent (including riskless
principal). The Exchange justifies this
additional restriction out of concern that
Trading Centers that are ATSs might be
used to execute a ‘‘matched trade’’ by an
ATS participant that itself is not
displaying a Protected Quotation, but
instead is relying upon another ATS
participant to do so, thereby creating a
‘‘loophole’’ in the Trade-at Prohibition.
However, by precluding any Trading
Center from relying on any quotation
displayed as agent, the Exchange’s
proposal effectively would preclude all
ATSs, which necessarily execute orders
as agent, from executing transactions at
the NBBO even if they are displaying a
Protected Quotation. The Exchange has
not clearly explained why it believes a
new ATS business model—one that
allows priority for participants
executing ‘‘matched trades’’ over
displayed quotations—is viable and
likely to arise in the context of the Tick
Size Pilot. Further, even if the Exchange
were able to offer such an explanation,
it has not clearly explained why there
is not a more targeted way to address
this potential loophole in the Trade-at
Prohibition than one which precludes
all ATSs, including those operating as
traditional electronic communication
networks, or ‘‘ECNs,’’ from executing
transactions at the NBBO. The
Commission therefore believes that
questions are raised as to whether the
proposed rule change is consistent with
the requirements of Section 6(b)(5) and
Section 6(b)(8) of the Act.
V. Commission’s Solicitation of
Comments
The Commission requests written
views, data, and arguments with respect
to the concerns identified above as well
as other relevant concerns. Such
comments should be submitted by
February 19, 2016. Rebuttal comments
should be submitted by March 4, 2016.
Although there do not appear to be any
issues relevant to approval or
disapproval which would be facilitated
by an oral presentation of views, data,
and arguments, the Commission will
consider, pursuant to Rule 19b–4, any
request for an opportunity to make an
oral presentation.60
59 See
Tick Size Plan Section VI.D.1.
U.S.C. 78s(b)(2). Section 19(b)(2) of the Act
grants the Commission flexibility to determine what
60 15
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Frm 00022
Fmt 4703
Sfmt 4703
Interested persons are invited to
submit written data, views, and
arguments concerning the proposed rule
change, including whether the proposed
rule change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSE–2015–46 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSE–2015–46. 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. 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
publicly available. All submissions
should refer to File Number SR–NYSE–
2015–46 and should be submitted on or
before February 19, 2016. Rebuttal
comments should be submitted by
March 4, 2016.
type of proceeding—either oral or notice and
opportunity for written comments—is appropriate
for consideration of a particular proposal by a selfregulatory organization. See Securities Act
Amendments of 1975, Senate Comm. on Banking,
Housing & Urban Affairs, S. Rep. No. 75, 94th
Cong., 1st Sess. 30 (1975).
E:\FR\FM\29JAN1.SGM
29JAN1
Federal Register / Vol. 81, No. 19 / Friday, January 29, 2016 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.61
Robert W. Errett,
Deputy Secretary.
DEPARTMENT OF STATE
SURFACE TRANSPORTATION BOARD
[Docket No. FD 35989]
[Public Notice: 9426]
BILLING CODE 8011–01–P
Culturally Significant Objects Imported
for Exhibition Determinations:
‘‘Unfinished: Thoughts Left Visible’’
Exhibition
DEPARTMENT OF STATE
SUMMARY:
[FR Doc. 2016–01691 Filed 1–28–16; 8:45 am]
[Public Notice: 9427]
Culturally Significant Objects Imported
for Exhibition Determinations:
‘‘Daubigny, Monet, Van Gogh:
Impressions of Landscape’’ Exhibition
Notice is hereby given of the
following determinations: Pursuant to
the authority vested in me by the Act of
October 19, 1965 (79 Stat. 985; 22 U.S.C.
2459), Executive Order 12047 of March
27, 1978, the Foreign Affairs Reform and
Restructuring Act of 1998 (112 Stat.
2681, et seq.; 22 U.S.C. 6501 note, et
seq.), Delegation of Authority No. 234 of
October 1, 1999, Delegation of Authority
No. 236–3 of August 28, 2000 (and, as
appropriate, Delegation of Authority No.
257–1 of December 11, 2015), I hereby
determine that the objects to be
included in the exhibition ‘‘Daubigny,
Monet, Van Gogh: Impressions of
Landscape,’’ imported from abroad for
temporary exhibition within the United
States, are of cultural significance. The
objects are imported pursuant to loan
agreements with the foreign owners or
custodians. I also determine that the
exhibition or display of the exhibit
objects at the Taft Museum of Art,
Cincinnati, Ohio, from on or about
February 19, 2016, until on or about
May 29, 2016, and at possible additional
exhibitions or venues yet to be
determined, is in the national interest.
I have ordered that Public Notice of
these Determinations be published in
the Federal Register.
FOR FURTHER INFORMATION CONTACT: For
further information, including a list of
the imported objects, contact the Office
of Public Diplomacy and Public Affairs
in the Office of the Legal Adviser, U.S.
Department of State (telephone: 202–
632–6471; email: section2459@
state.gov). The mailing address is U.S.
Department of State, L/PD, SA–5, Suite
5H03, Washington, DC 20522–0505.
jstallworth on DSK7TPTVN1PROD with NOTICES
SUMMARY:
Dated: January 20, 2016.
Mark Taplin,
Deputy Assistant Secretary for Policy, Bureau
of Educational and Cultural Affairs,
Department of State.
Notice is hereby given of the
following determinations: Pursuant to
the authority vested in me by the Act of
October 19, 1965 (79 Stat. 985; 22 U.S.C.
2459), Executive Order 12047 of March
27, 1978, the Foreign Affairs Reform and
Restructuring Act of 1998 (112 Stat.
2681, et seq.; 22 U.S.C. 6501 note, et
seq.), Delegation of Authority No. 234 of
October 1, 1999, Delegation of Authority
No. 236–3 of August 28, 2000 (and, as
appropriate, Delegation of Authority No.
257–1 of December 11, 2015), I hereby
determine that the objects to be
included in the exhibition ‘‘Unfinished:
Thoughts Left Visible,’’ imported from
abroad for temporary exhibition within
the United States, are of cultural
significance. The objects are imported
pursuant to loan agreements with the
foreign owners or custodians. I also
determine that the exhibition or display
of the exhibit objects at The
Metropolitan Museum of Art, New York,
New York, from on or about March 18,
2016, until on or about September 4,
2016, and at possible additional
exhibitions or venues yet to be
determined, is in the national interest.
I have ordered that Public Notice of
these Determinations be published in
the Federal Register.
For
further information, including a list of
the imported objects, contact the Office
of Public Diplomacy and Public Affairs
in the Office of the Legal Adviser, U.S.
Department of State (telephone: 202–
632–6471; email: section2459@
state.gov). The mailing address is U.S.
Department of State, L/PD, SA–5, Suite
5H03, Washington, DC 20522–0505.
FOR FURTHER INFORMATION CONTACT:
Dated: January 21, 2016.
Mark Taplin,
Deputy Assistant Secretary for Policy, Bureau
of Educational and Cultural Affairs,
Department of State.
[FR Doc. 2016–01766 Filed 1–28–16; 8:45 am]
BILLING CODE 4710–05–P
CFR 200.30–3(a)(57).
VerDate Sep<11>2014
12:14 Jan 28, 2016
Jkt 238001
PO 00000
Frm 00023
Fmt 4703
Central Midland Railway Company—
Renewal of Lease Exemption with
Interchange Commitment—Union
Pacific Railroad Company Lackland
Sub-Division
Central Midland Railway Company
(CMR),1 a Class III rail carrier, has filed
a verified notice of exemption under 49
CFR 1150.41 to continue to lease from
Union Pacific Railroad Company (UP),
and to operate, approximately 8.65
miles of rail line and related industrial
tracks, known as the Lackland SubDivision, from milepost 10.35 at Rock
Island Junction to milepost 19.0 west of
Vigus in St. Louis County, Mo.2
In the verified notice, CMR states that
CMR and UP have executed a Lease
Agreement 3 (Agreement) which served
to renew an agreement the parties had
previously entered into in January 2003.
According to CMR, the Agreement has
an initial 10-year term that may be
extended by CMR for an additional 10year period. As required under 49 CFR
1150.43(h)(1), CMR has disclosed in its
verified notice that the Agreement
contains an interchange commitment
that reduces the annual rent due to UP
depending on the percentage of rail
traffic originating or terminating on the
line that is interchanged with UP via the
Terminal Railroad Association of St.
Louis at St. Louis. CMR has provided
additional information regarding the
interchange commitment, as required by
49 CFR 1150.43(h). CMR states that it
will continue to be the operator of the
line.
CMR certifies that the projected
annual revenues as a result of the
proposed transaction will not result in
CMR’s becoming a Class II or Class I rail
carrier and will not exceed $5 million.
CMR intends to consummate the
transaction on or shortly after February
14, 2016, the effective date of the
exemption (30 days after the verified
notice of exemption was filed). If the
verified notice contains false or
misleading information, the exemption
is void ab initio. Petitions to revoke the
exemption under 49 U.S.C. 10502(d)
may be filed at any time. The filing of
1 CMR
is wholly owned by Progressive Rail Inc.
was granted authority to lease and operate
the rail line in Central Midland Railway—Lease &
Operation Exemption—Union Pacific Railroad, FD
34308 (STB served Jan. 27, 2003).
3 CMR filed a confidential, complete version of
the Agreement with its notice of exemption to be
kept confidential by the Board under 49 CFR
1104.14(a) without need for the filing of an
accompanying motion for protective order under 49
CFR 1104.14(b).
2 CMR
BILLING CODE 4710–05–P
[FR Doc. 2016–01764 Filed 1–28–16; 8:45 am]
61 17
5031
Sfmt 4703
E:\FR\FM\29JAN1.SGM
29JAN1
Agencies
[Federal Register Volume 81, Number 19 (Friday, January 29, 2016)]
[Notices]
[Pages 5027-5031]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-01691]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76971; File No. SR-NYSE-2015-46]
Self-Regulatory Organizations; New York Stock Exchange LLC; Order
Instituting Proceedings To Determine Whether To Disapprove a Proposed
Rule Change To Establish Rules To Comply With the Quoting and Trading
Requirements of the Plan To Implement a Tick Size Pilot Plan Submitted
to the Commission Pursuant to Rule 608 of Regulation NMS Under the Act
January 25, 2016.
I. Introduction
On October 9, 2015, New York Stock Exchange LLC (``NYSE'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to establish rules to comply with the quoting and
trading requirements of the Plan to Implement a Tick Size Pilot Program
(``Plan'') submitted to the Commission pursuant to Rule 608 of
Regulation NMS under the Act (``Tick Size Pilot''). The proposed rule
change was published for comment in the Federal Register on October 28,
2015.\3\ The Commission has received two comment letters on the
proposal.\4\ On December 3, 2015, the Commission designated a longer
period for Commission action on the proposed rule change, until January
26, 2016.\5\ On January 15, 2016, the Exchange, on behalf of NYSE Arca,
Inc., NYSE MKT LLC, and the Chicago Stock Exchange, Inc. (``CHX''),
submitted a letter in response to the comment letters.\6\ This order
institutes proceedings under Section 19(b)(2)(B) of the Act \7\ to
determine whether to disapprove the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 76229 (October 22,
2015), 80 FR 66065 (``Notice'').
\4\ See letters from Mary Lou Von Kaenel, Managing Director,
Financial Information Forum, dated November 5, 2015 (``FIF
Letter''); and Theodore R. Lazo, Managing Director and Associate
General Counsel, Securities Industry and Financial Markets
Association, dated December 18, 2015 (``SIFMA Letter'').
\5\ See Securities Exchange Act Release No. 76551, 80 FR 76602
(December 9, 2015).
\6\ See letter from Brendon J. Weiss, Co-Head, Government
Affairs, Intercontinental Exchange, Inc. and John K. Kerin, CEO,
Chicago Stock Exchange, Inc., dated January 15, 2016 (``Response
Letter''). In the Response Letter, the Exchange also commented on
proposed rule changes submitted by the Financial Industry Regulatory
Authority, Inc. (``FINRA'') and BATS Exchange, Inc. (``BATS'') to
implement the quoting and trading requirements of the Tick Size
Pilot. See Securities Exchange Act Release Nos. 76483 (November 19,
2015), 80 FR 73853 (November 25, 2015) (SR-FINRA-2015-047) and 76552
(December 3, 2015), 80 FR 76591 (December 9, 2015) (SR-BATS-2015-
108) (together the ``FINRA/BATS Proposals'').
\7\ 15 U.S.C. 78s(b)(2)(B).
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
NYSE proposes to adopt NYSE Rule 67(a), (c), (d), and (e) \8\ to
implement the quoting and trading requirements of the Tick Size Pilot.
Proposed Rule 67(a)(1) contains definitions \9\ of ``Plan,'' \10\
``Pilot Test Groups,'' \11\ ``Trading Center,'' \12\ and ``Retail
Investor Order.'' \13\
---------------------------------------------------------------------------
\8\ The Exchange has reserved proposed Rule 67(b) for future use
to require compliance by its member organizations with the
collection of data pursuant to the Plan.
\9\ Proposed NYSE Rule 67(a)(1)(E) provides that all capitalized
terms not otherwise defined in proposed NYSE Rule 67 shall have the
meanings set forth in the Tick Size Pilot, Regulation NMS under the
Exchange Act, or Exchange Rules.
\10\ NYSE proposes to define the ``Plan'' as the Tick Size Pilot
plan submitted to the Commission pursuant to Rule 608 of Regulation
NMS. See proposed NYSE Rule 67(a)(1)(A).
\11\ NYSE proposes to define ``Pilot Test Groups'' as the three
test groups established under the Plan, consisting of 400 Pilot
Securities each, which satisfy the respective criteria established
under the Plan for each such test group. See proposed NYSE Rule
67(a)(1)(B).
\12\ NYSE proposes to define ``Trading Center'' as having the
same meaning as Rule 600(b)(78) of Regulation NMS and for purposes
of a Trading Center operated by a broker-dealer, means an
independent trading unit, as defined under Rule 200(f) of Regulation
SHO, within such broker-dealer. See proposed NYSE Rule 67(a)(1)(C).
\13\ NYSE proposes to define ``Retail Investor Order'' as an
agency order or riskless principal order that meets the criteria of
FINRA Rule 5320.03 that originates from a natural person and is
submitted to the Exchange by a retail member organization (or a
divisions thereof that has been approved by the Exchange under the
Exchange's retail liquidity program (Rule 107C) to submit Retail
Investor Orders), provided that no change is made to the terms of
the order with respect to the price or side of market and the order
does not originate from a trading algorithm or any other
computerized technology. A Retail Investor Order is an immediate or
cancel orders that operate in accordance with the Exchange's retail
liquidity program as set forth in NYSE Rule 107C. See proposed NYSE
Rule 67(a)(1)(D).
---------------------------------------------------------------------------
Proposed NYSE Rule 67(a)(2) provides that the Exchange is a
Participant \14\ in the Plan and is subject to the applicable
requirements of the Plan.\15\ Proposed NYSE Rule 67(a)(3) provides that
member organizations shall establish, maintain, and enforce written
policies and procedures that are reasonably designed to comply with the
applicable requirements of the Plan.\16\
[[Page 5028]]
Proposed NYSE Rule 67(a)(4) provides that Exchange systems will not
display, quote, or trade in violation of the applicable quoting and
trading requirements for a Pilot Security specified in the Plan the
NYSE Rule 67, unless such quotation or transaction is specifically
exempted under the Plan.\17\
---------------------------------------------------------------------------
\14\ Unless otherwise noted, capitalized terms not defined in
this order shall have the meanings set forth in the Plan.
\15\ See Proposed NYSE Rule 67(a)(2).
\16\ See Proposed NYSE Rule 67(a)(3).
\17\ See Proposed NYSE Rule 67(a)(4).
---------------------------------------------------------------------------
Proposed NYSE Rule 67(a)(5) defines the procedure for dealing with
Pilot Securities that drop below $1.00 during the Pilot Period. If the
price of a Pilot Security drops below $1.00 during regular trading but
does not have a Closing Price below $1.00, the Pilot Security will
continue to trade according to the quoting and trading requirements of
its originally assigned Test Group in the Plan. If a Pilot Security has
a Closing Price below $1.00, the Pilot Security would be moved from its
respective Test Group into the Control Group, and would be quoted and
traded at any price increment that is currently permitted by Exchange
rules for the remainder of the Pilot Period.\18\ Proposed NYSE Rule
67(a)(5) further provides that notwithstanding anything to the
contrary, at all times during the Pilot Period, Pilot Securities
(whether in the Control Group or any Pilot Test Group) will continue to
be subject to the requirements contained in Paragraph (b).\19\
---------------------------------------------------------------------------
\18\ See Proposed NYSE Rule 67(a)(5).
\19\ The Commission notes that the Exchange has reserved
Paragraph (b) for the data collection contemplated under the Plan.
---------------------------------------------------------------------------
Proposed NYSE Rule 67(c) describes the quoting and trading
requirements of Pilot Securities in Test Group One. Specifically, NYSE
proposes that no member may display, rank, or accept from any person
any displayable or non-displayable bids or offers, orders, or
indications of interest in increments other than $0.05 for Pilot
Securities in Test Group One.\20\ Orders priced to trade at the
midpoint of the national best bid and national best offer (``NBBO'') or
best protected bid and best protected offer (``PBBO'') and orders
entered into the Exchange's Retail Liquidity Program as Retail Price
Improvement Orders may be ranked and accepted in increments of less
than $0.05.\21\ Pilot Securities in Test Group One may continue to
trade at any price increment currently permitted.\22\
---------------------------------------------------------------------------
\20\ See Proposed NYSE Rule 67(c).
\21\ See Proposed NYSE Rule 67(c).
\22\ See Proposed NYSE Rule 67(c).
---------------------------------------------------------------------------
Proposed NYSE Rule 67(d) describes the quoting and trading
requirements of Pilot Securities in Test Group Two. Specifically, NYSE
proposes that no member may display, rank, or accept from any person
any displayable or non-displayable bids or offers, orders, or
indications of interest in increments other than $0.05 for Pilot
Securities in Test Group Two.\23\ Further, NYSE proposes that absent
any enumerated exceptions, no member organization may execute orders in
any Test Group Two Pilot Security in a price increment other than
$0.05.\24\ Proposed NYSE Rule 67(d)(3) provides for three exceptions
where Test Group Two Pilot Securities could trade in increments of less
than $0.05. First, trading could occur at the midpoint between the NBBO
or the PBBO.\25\ Second, Retail Investor Orders may be provided with
price improvement that is at least $0.005 better than the PBBO.\26\
Finally, Negotiated Trades may trade in increment less than $0.05.\27\
---------------------------------------------------------------------------
\23\ Similar to the exception in Test Group One, orders priced
to trade at the midpoint of the NBBO or PBBO and orders entered into
the Exchange's Retail Liquidity Program as Retail Price Improvement
Orders may be ranked and accepted in increments of less than $0.05.
See Proposed NYSE Rule 67(d).
\24\ Proposed NYSE Rule 67(d)(2) applies to all trades,
including Brokered Cross Trades.
\25\ See Proposed NYSE Rule 67(d)(3)(A).
\26\ See Proposed NYSE Rule 67(d)(3)(B).
\27\ See Proposed NYSE Rule 67(d)(3)(C).
---------------------------------------------------------------------------
Proposed NYSE Rule 67(e) describes the quoting and trading
requirements of Pilot Securities in Test Group Three. NYSE proposes for
Pilot Securities in Test Group Three no member organization may
display, rank, or accept from any person any displayable or non-
displayable bids or offers, orders, or indications of interest in
increments other than $0.05.\28\ Proposed NYSE Rule 67(e)(2) states
that absent an enumerated exception, no member organization may execute
orders in any Test Group Three Pilot Security in a price increment
other than $0.05.\29\ Proposed NYSE Rule 67(e)(3) provides for the same
three exceptions as in Test Group Two.\30\
---------------------------------------------------------------------------
\28\ Similar to the exceptions in Test Group One and Test Group
Two, orders priced to trade at the midpoint of the NBBO or PBBO and
orders entered into the Exchange's Retail Liquidity Program as
Retail Price Improvement Orders may be ranked and accepted in
increments of less than $0.05. See Proposed NYSE Rule 67(e)(1).
\29\ Proposed NYSE Rule 67(e)(2) applies to all trades,
including Brokered Cross Trades.
\30\ See Proposed NYSE Rule 67(e)(3).
---------------------------------------------------------------------------
Proposed NYSE Rule 67(e)(4) states the Test Group Three Pilot
Securities will be subject to a Trade-at Prohibition. Proposed NYSE
Rule 67(e)(4)(A) defines ``Trade-At Prohibition'' as the prohibition
against executions by a Trading Center of a sell order for a Pilot
Security at the Price of a Protected Bid or the execution of a buy
order at the price of a Protected Offer during regular trading
hours.\31\ Proposed NYSE Rule 67(e)(4)(B) states that absent any
enumerated exception, no member organization may execute a sell order
for a Pilot Security in Test Group Three at the price of a Protected
Bid or a buy order at the price of a Protected Offer.
---------------------------------------------------------------------------
\31\ See Proposed NYSE Rule 67(e)(4)(A).
---------------------------------------------------------------------------
Proposed NYSE Rule 67(e)(4)(C) provides that a member organization
may execute a sell order for a Pilot Security in Test Group Three at
the price of a Protected Bid or a buy order for a Pilot Security in
Test Group Three at the price of a Protected Offer under the following
14 circumstances. First, an order may be executed by a Trading Center
within a member organization that has a displayed quotation for the
account of that Trading Center on a principal basis, via either a
processor or an SRO Quotation Feed, at a price equal to the traded-at
Protected Quotation, that was displayed before the order was received,
but only up to the full displayed size of the Trading Center's
previously displayed quote.\32\ In the Notice, NYSE stated that ``[b]y
requiring the displayed quotation to be for the account of `that
Trading Center,' the Trading Center cannot rely on any quotations it
may put up on an agency basis, including a riskless principal basis.''
\33\ NYSE further noted that ``[a] Trading Center that is a broker-
dealer also cannot rely on any quotation that is not a displayed
quotation for its own account, such as a quotation of another broker-
dealer, or customer of such broker-dealer.'' \34\
---------------------------------------------------------------------------
\32\ See Proposed NYSE Rule 67(e)(4)(C)(i).
\33\ See Notice at note 26.
\34\ See Notice at note 26.
---------------------------------------------------------------------------
The second exception permits the execution of an order that
consists of odd lot orders and odd lot portions of partial round lot
orders that are displayed on the SRO Quotation Feed at the price equal
to the traded-at Protected Quotation, up to the size of the displayed
quotation.\35\ The third exception allows the execution of an order
that is of Block Size \36\ at the time of origin and is not: An
aggregation of non-block orders; broken into orders smaller than Block
Size prior to submitting the order to a Trading Center for execution;
or executed on multiple Trading Centers.\37\
---------------------------------------------------------------------------
\35\ Proposed Supplementary Material .10 to NYSE Rule
67(e)(4)(c)(ii) states that a member would be prohibited from
breaking round lot order or a round lot portion of a partial round
lot into an odd lot order to avoid the restrictions of the proposed
Rule.
\36\ ``Block Size'' is defined in the Plan as an order (1) of at
least 5,000 shares or (2) for a quantity of stock having a market
value of at least $100,000.
\37\ See Proposed NYSE Rule 67(e)(4)(C)(iii).
---------------------------------------------------------------------------
The fourth exception permits the execution of a Retail Investor
Order
[[Page 5029]]
executed with at least $0.005 price improvement.\38\ The firth
exception permits the execution of an order when the Trading Center
displaying the Protected Quotation that was traded-at experiences a
failure, material delay, or malfunction of its systems or
equipment.\39\ The sixth exception permits the execution of an order as
part of a transaction that was not a regular way contract.\40\ The
seventh exception permits the execution of an order as part of a
single-priced opening, reopening, or closing transaction on the
Exchange.\41\ The eighth exception permits the execution of an order
when a Protected Bid is priced higher than a Protected Offer in the
Pilot Security.\42\
---------------------------------------------------------------------------
\38\ See Proposed NYSE Rule 67(e)(4)(C)(iv).
\39\ See Proposed NYSE Rule 67(e)(4)(C)(v).
\40\ See Proposed NYSE Rule 67(e)(4)(C)(vi).
\41\ See Proposed NYSE Rule 67(e)(4)(C)(vii).
\42\ See Proposed NYSE Rule 67(e)(4)(C)(viii).
---------------------------------------------------------------------------
The ninth exception permits the execution of an order that is
identified as a Trade-at Intermarket Sweep Order.\43\ The tenth
exception permits the execution of an order by a Trading Center that
simultaneously routed Trade-at Intermarket Sweep Orders to execute
against the full displayed size of the Protected Quotation that was
traded at.\44\ The eleventh exception permits the execution of an order
that is part of a Negotiated Trade.\45\ The twelfth exception permits
the execution of an order when the Trading Center displaying the
Protected Quotation that was traded at had displayed within one second
prior to execution of the transaction that constituted the Trade-at, a
Best Protected Bid or Best Protected Offer, as applicable, for the
Pilot Security with a price that was inferior to the price of the
Trade-at transaction.\46\
---------------------------------------------------------------------------
\43\ See Proposed NYSE Rule 67(e)(4)(C)(ix).
\44\ See Proposed NYSE Rule 67(e)(4)(C)(x).
\45\ See Proposed NYSE Rule 67(e)(4)(C)(xi).
\46\ See Proposed NYSE Rule 67(e)(4)(C)(xii).
---------------------------------------------------------------------------
The thirteenth exception permits the execution of an order by a
Trading Center, which at the time of order receipt, had guaranteed an
execution at no worse than a specified price (a ``stopped order'')
where: (1) The stopped order was for the account of a customer; (2) the
customer agreed to the specified price on an order-by-order basis; and
(3) the price of the Trade-at transaction was, for a stopped buy order,
equal to the National Best Bid in the Pilot Security at the time of
execution or, for a stopped sell order, equal to the National Best
Offer in the Pilot Security at the time of execution.\47\ Finally, the
last exception permits the execution of an order that is for a
fractional share of a Pilot Security, provided that such fractional
share order was not the result of breaking an order for one or more
whole shares of a Pilot Security into orders for fractional shares or
was not otherwise effected to evade the requirements of the Tick Size
Pilot.\48\ Proposed NYSE Rule 67(D) states that no member organization
shall break an order into smaller orders to evade the requirements of
the Trade-at Prohibition or any provisions of the Plan.
---------------------------------------------------------------------------
\47\ See Proposed NYSE Rule 67(e)(4)(C)(xiii).
\48\ See Proposed NYSE Rule 67(e)(4)(C)(xiv).
---------------------------------------------------------------------------
III. Summary of Comments and the Exchange's Response
The Commission has received two comment letters on the proposed
rule change and a response from the Exchange. One commenter expressed
concern with the differences between the NYSE proposal and the rules to
comply with the quoting and trading requirements of the Plan proposed
in the FINRA/BATS Proposals,\49\ particularly with respect to the
Trade-at Prohibition.\50\ The commenter noted that the NYSE proposal
would limit a Trading Center from price matching a Protected Quotation
to when the Trading Center is displaying in a principal capacity, while
the FINRA/BATS Proposals are not so restrictive. The commenter stated
its belief that the FINRA/BATS Proposals are more consistent with the
terms of the Plan, and that the Commission should approve it instead.
The commenter further stressed the importance of consistency in the
rules implementing the Plan, and expressed the view that if the
different proposals are approved, compliance by market participants
``would be virtually impossible.'' \51\ This commenter also noted that
there are differences in certain key defined terms, such as ``Retail
Investor Order,'' between the NYSE proposal and the FINRA/BATS
Proposals.\52\
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\49\ See supra note 6.
\50\ See SIFMA Letter.
\51\ See SIFMA Letter.
\52\ Id.
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The other commenter also expressed concern with the proposal's
limitation of the exception to the Trade-at Prohibition discussed above
to principal quotations, and with the certain defined terms, such as
``Retail Investor Order'' and ``Block Size''.\53\ In addition, it
suggested the inclusion of certain other exceptions that align with
those available, through Commission exemption and guidance, in
connection with Rule 611 of Regulation NMS, and raised questions as to
whether the proposal was limited to the exchange-related activities of
NYSE members, or would apply to their off-exchange activities as
well.\54\
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\53\ See FIF Letter.
\54\ The commenter stated its belief that the additional
qualifiers will inhibit a Trading Center from facilitating a block
cross trade. See FIF Letter. The commenter also raised other issues
not directly addressed by the Exchange's proposal, such as the
timeline for implementation, additional exceptions for Trade-at
Prohibition, and unanswered questions.
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In its Response Letter, the Exchange expressed the view that its
proposal is consistent with the goals of the Plan, including testing
whether market participants are incentivized to display more liquidity
in a wider tick environment. On the other hand, in the Exchange's
opinion, the FINRA/BATS Proposals would create an incentive for trading
in Test Group Three to migrate to dark venues, which would be
inconsistent with the goals of the Plan. Specifically, the Exchange
expressed the view that the FINRA/BATS Proposals would allow an
alternative trading system (``ATS'') to execute matched trades of any
of its participants at the price of a Traded-at Protected Quotation if
the ATS is displaying, on an agency basis, a quotation of another
participant at the Protected Quotation. Thus, the Exchange reasoned
that the FINRA/BATS Proposals would allow trades by ATS participants at
the price of a Protected Quotation without requiring them to display a
Protected Quotation, but instead ``free-ride'' on the Protected
Quotation of another participant in the ATS that is displayed, on an
agency basis by the ATS. This would, in the opinion of the Exchange,
``eviscerate'' the requirement for dark pools to trade with Protected
Quotations, and be contrary to the Commission's intent for the Trade-At
Prohibition to test whether market participants are incentivized to
display more liquidity in a wider tick environment.
The Exchange confirmed one commenter's understanding with respect
to the Retail Investor Order exception and that the exception would
allow for over-the-counter trading. Additionally, the Exchange stated
that it opposed changing the Block Size exception as the Exchange does
not believe that a trading center should be permitted to facilitate a
block cross that aggregates multiple smaller orders, even if one
component of the block meets the definition of Block Size Order.
IV. Proceedings To Determine Whether To Disapprove SR-NYSE-2015-46 and
Grounds for Disapproval Under Consideration
The Commission is instituting proceedings pursuant to Section
[[Page 5030]]
19(b)(2)(B) of the Act \55\ to determine whether the Exchange's
proposed rule change should be disapproved. Institution of proceedings
is appropriate at this time in view of the legal and policy issues
raised by the proposed rule change as discussed below. Institution of
proceedings does not indicate that the Commission has reached any
conclusions with respect to any of the issues involved. Rather, as
described in greater detail below, the Commission seeks and encourages
interested persons to provide additional comment on the proposed rule
change to inform the Commission's analysis whether to disapprove the
proposed rule change.
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\55\ 15 U.S.C. 78s(b)(2).
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Pursuant to Section 19(b)(2)(B) of the Act,\56\ the Commission is
providing notice of the grounds for disapproval under consideration.
The Commission is instituting proceedings to allow for additional
analysis of, and input from commenters with respect to, the proposed
rule change's consistency with Section 6(b)(5) of the Act and Section
6(b)(8) of the Act. Section 6(b)(5) of the Act \57\ requires that an
exchange's rules be designed, among other things, 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
to protect investors and the public interest, and that they not be
designed to permit unfair discrimination between customers, issuers,
brokers or dealers. Section 6(b)(8) of the Act \58\ requires that rules
of the exchange not impose any burden on competition that is not
necessary or appropriate in furtherance of the Act.
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\56\ 15 U.S.C. 78s(b)(2)(B). Section 19(b)(2)(B) of the Act also
provides that proceedings to determine whether to approve or
disapprove a proposed rule change must be concluded within 180 days
of the date of publication of notice of the filing of the proposed
rule change. Id. The time for conclusion of the proceedings may be
extended for up to 60 days if the Commission finds good cause for
such extension and publishes its reasons for so finding. Id.
\57\ See 15 U.S.C. 78f(b)(5).
\58\ See 15 U.S.C. 78f(b)(8).
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The Exchange's proposal would establish rules for NYSE member
organizations to comply with the quoting and trading requirements of
the Tick Size Pilot. NYSE proposes to adopt a version of the Trade-at
Prohibition that would be more restrictive than required by the Plan,
the applicable provisions of which would permit a Trading Center to
execute an order for a Pilot Security in Test Group Three if that
Trading Center ``is displaying a quotation, via either a processor or
an SRO quotation feed, at a price equal to the traded-at protected
quotation but only up to the trading center's full displayed size.''
\59\ The Exchange's proposal would limit the ability of a Trading
Center to rely on this exception to the Trade-at Prohibition to
situations where it is displaying a quotation as principal, and not
where it is displaying a quotation as agent (including riskless
principal). The Exchange justifies this additional restriction out of
concern that Trading Centers that are ATSs might be used to execute a
``matched trade'' by an ATS participant that itself is not displaying a
Protected Quotation, but instead is relying upon another ATS
participant to do so, thereby creating a ``loophole'' in the Trade-at
Prohibition. However, by precluding any Trading Center from relying on
any quotation displayed as agent, the Exchange's proposal effectively
would preclude all ATSs, which necessarily execute orders as agent,
from executing transactions at the NBBO even if they are displaying a
Protected Quotation. The Exchange has not clearly explained why it
believes a new ATS business model--one that allows priority for
participants executing ``matched trades'' over displayed quotations--is
viable and likely to arise in the context of the Tick Size Pilot.
Further, even if the Exchange were able to offer such an explanation,
it has not clearly explained why there is not a more targeted way to
address this potential loophole in the Trade-at Prohibition than one
which precludes all ATSs, including those operating as traditional
electronic communication networks, or ``ECNs,'' from executing
transactions at the NBBO. The Commission therefore believes that
questions are raised as to whether the proposed rule change is
consistent with the requirements of Section 6(b)(5) and Section 6(b)(8)
of the Act.
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\59\ See Tick Size Plan Section VI.D.1.
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V. Commission's Solicitation of Comments
The Commission requests written views, data, and arguments with
respect to the concerns identified above as well as other relevant
concerns. Such comments should be submitted by February 19, 2016.
Rebuttal comments should be submitted by March 4, 2016. Although there
do not appear to be any issues relevant to approval or disapproval
which would be facilitated by an oral presentation of views, data, and
arguments, the Commission will consider, pursuant to Rule 19b-4, any
request for an opportunity to make an oral presentation.\60\
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\60\ 15 U.S.C. 78s(b)(2). Section 19(b)(2) of the Act grants the
Commission flexibility to determine what type of proceeding--either
oral or notice and opportunity for written comments--is appropriate
for consideration of a particular proposal by a self-regulatory
organization. See Securities Act Amendments of 1975, Senate Comm. on
Banking, Housing & Urban Affairs, S. Rep. No. 75, 94th Cong., 1st
Sess. 30 (1975).
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Interested persons are invited to submit written data, views, and
arguments concerning the proposed rule change, including whether the
proposed rule change is consistent with the Act. Comments may be
submitted by any of the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSE-2015-46 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSE-2015-46. 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. 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 publicly available. All submissions should refer to File Number
SR-NYSE-2015-46 and should be submitted on or before February 19, 2016.
Rebuttal comments should be submitted by March 4, 2016.
[[Page 5031]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\61\
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\61\ 17 CFR 200.30-3(a)(57).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-01691 Filed 1-28-16; 8:45 am]
BILLING CODE 8011-01-P