Self-Regulatory Organizations; New York Stock Exchange LLC; Order Approving a Proposed Rule Change Deleting Rule 410B Governing Reporting Requirements for Off-Exchange Transactions, 5807-5809 [2016-01924]
Download as PDF
Federal Register / Vol. 81, No. 22 / Wednesday, February 3, 2016 / Notices
become effective pursuant to Section
19(b)(3)(A) of the Act 10 and Rule 19b–
4(f)(6) thereunder.11
A proposed rule change filed
pursuant to Rule 19b–4(f)(6) under the
Act 12 normally does not become
operative for 30 days after the date of its
filing. However, Rule 19b–4(f)(6)(iii) 13
permits the Commission to designate a
shorter time if such action is consistent
with the protection of investors and the
public interest. The Exchange has asked
the Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The proposed rule change
modifies the name of the PFOF program
operated by the Exchange in a manner
that is consistent with terminology used
on other options markets.14 Because the
proposal does not raise any new or
novel issues and only involves a nonmaterial change in terminology, the
Commission believes the waiver of the
operative delay is consistent with the
protection of investors and the public
interest. Therefore, the Commission
hereby waives the operative delay and
designates the proposal operative upon
filing.15
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
10 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). 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.
12 17 CFR 240.19b–4(f)(6).
13 17 CFR 240.19b–4(f)(6)(iii).
14 See e.g., Chicago Board Options Exchange Fee
Schedule, available at https://www.cboe.com/
publish/feeschedule/CBOEFeeSchedule.pdf.
15 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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11 17
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Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–76983; File No. SR–NYSE–
2015–48]
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–ISE–2016–04 on the subject
line.
January 28, 2016.
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–ISE–2016–04. 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 the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
2016–04, and should be submitted on or
before February 24, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–01927 Filed 2–2–16; 8:45 am]
BILLING CODE 8011–01–P
16 17
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CFR 200.30–3(a)(12).
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Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Approving a Proposed Rule Change
Deleting Rule 410B Governing
Reporting Requirements for OffExchange Transactions
Sfmt 4703
I. Introduction
On October 16, 2015, New York Stock
Exchange LLC (‘‘NYSE’’ or the
‘‘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
delete Rule 410B governing reporting
requirements for off-Exchange
transactions. The proposed rule change
was published for comment in the
Federal Register on November 2, 2015.3
The Commission received no comment
letters on the proposed rule change. On
December 16, 2015, the Commission
designated a longer period within which
to approve the proposed rule change,
disapprove the proposed rule change, or
institute proceedings to determine
whether to approve or disapprove the
proposed rule change.4 The Commission
is approving the proposed rule change.
II. Description of the Proposed Rule
Change
The Exchange proposes to delete Rule
410B, which sets forth certain regulatory
reporting requirements for member or
member organizations effecting offExchange transactions in Exchange
listed securities that are not reported to
the Consolidated Tape, and to make
conforming amendments to Rule 476A
to delete a reference to Rule 410B. The
Exchange represents that Rule 410B is
no longer necessary in light of changes
in trade reporting and regulatory
requirements that have been put in
place since the Exchange adopted Rule
410B.
Changes to Regulatory Landscape
On July 30, 2007, the National
Association of Securities Dealers, Inc.
(‘‘NASD’’), NYSE, and NYSE
Regulation, Inc. (‘‘NYSE Regulation’’)
consolidated their member firm
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 76277
(October 27, 2015), 80 FR 67443.
4 See Securities Exchange Act Release No. 76666,
80 FR 79644 (December 22, 2015).
2 17
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Federal Register / Vol. 81, No. 22 / Wednesday, February 3, 2016 / Notices
regulation operations to create the
Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’), and entered
into a plan to allocate to FINRA
regulatory responsibility for common
rules and common members (‘‘17d–2
Agreement’’).5
In 2008, the Exchange, NASD, NYSE
MKT LLC (‘‘NYSE MKT’’), and NYSE
Regulation also entered into a plan to
allocate to FINRA regulatory
responsibility, over exchange members
that are also FINRA members, for
surveillance, investigation, and
enforcement of insider trading with
respect to NYSE- and MKT-listed stocks,
among others, irrespective of where the
relevant trading occurred (the ‘‘Insider
Trading Plan’’).6 On June 14, 2010,
FINRA was retained to perform the
residual market surveillance and
enforcement functions that had, up to
that point, been performed by NYSE
Regulation.7 In January 2011, the SEC
approved an amendment to the Insider
Trading Plan whereby FINRA also
assumed responsibility for performing
the insider-trading-related market
surveillance and enforcement functions
previously conducted by NYSE
Regulation for its U.S. equities and
options markets.8
mstockstill on DSK4VPTVN1PROD with NOTICES
Changes in Trade Reporting and
Regulatory Reporting
In 1998, FINRA (then the NASD)
established the Order Audit Trail
System (OATS), as an integrated audit
trail of order, quote, and trade
information for OTC equity securities
and equity securities listed and traded
on The Nasdaq Stock Market, Inc.
(‘‘Nasdaq’’).9 In 2010, FINRA Rules 7410
through 7470 (the ‘‘OATS Rules’’) were
amended to extend the recording and
reporting requirements to all NMS
5 See Securities Exchange Act Release No. 56148
(July 26, 2007), 72 FR 42146 (August 1, 2007) (File
No. 4–544) (Notice of Filing and Order Approving
and Declaring Effective a Plan for the Allocation of
Regulatory Responsibilities). In 2007, the NASD,
NYSE, the Exchange and NYSE Regulation also
entered into a Regulatory Services Agreement
(‘‘RSA’’), whereby FINRA was retained to perform
certain regulatory services for non-common rules.
6 See Securities Exchange Act Release No. 54646
(September 12, 2008), 73 FR 54646 (September 22,
2008) (File No. 4–566). See also Securities Exchange
Act Release No. 58806 (October 17, 2008), 73 FR
63216 (October 23, 2008) (File No. 4–566).
7 See Securities Exchange Act Release No. 62355
(June 22, 2010), 75 FR 36729 (June 28, 2010) (SR–
NYSE–2010–46); Securities Exchange Act Release
No. 62354 (June 22, 2010), 75 FR 36730 (June 28,
2010) (SR–NYSEAmex–2010–57). NYSE Regulation
performed the regulatory functions of NYSE MKT
pursuant to an intercompany RSA.
8 See Securities Exchange Act Release No. 63750
(January 21, 2011), 76 FR 4948 (January 27, 2011)
(File No. 4–566).
9 See Securities Exchange Act Release No. 39729
(March 6, 1998), 63 FR 12559 (March 13, 1998) (SR–
NASD–97–56).
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stocks, as that term is defined in Rule
600(b)(47) of Regulation NMS,10
including NYSE- and MKT-listed
securities. The Exchange adopted the
OATS Rules in 2011.11 The Exchange
states that FINRA may use the
information it collects pursuant to the
OATS Rules to perform its regulatory
functions.
According to the Exchange, Rule 410B
also predates the establishment of a
FINRA Trade Reporting Facility
(‘‘TRF’’). FINRA Rule 6110 requires
FINRA members to report transactions
in NMS stocks 12 effected ‘‘otherwise
than on or through a national securities
exchange.’’ 13 Pursuant to FINRA Rules
6310A and 6310B, FINRA members may
use either the FINRA/NYSE TRF or
FINRA/Nasdaq TRF to report such offExchange transactions.14 FINRA
members using these TRFs to report offExchange transactions are in turn
subject to FINRA Rule 7230B, which,
the Exchange states, imposes
transaction-information reporting
requirements similar to Rule 410B.15 As
a result, the Exchange represents that
dual members of both the Exchange and
FINRA must report off-Exchange
transactions to a TRF and submit
substantially similar reports to the
Exchange and FINRA.
Proposed Rule Change
The Exchange proposes to delete Rule
410B in its entirety. The Exchange
represents that, since 2010, surveillance
and enforcement responsibilities across
markets have been consolidated at
FINRA, which conducts cross-market
surveillances on the Exchange’s behalf
utilizing various data sources, including
extensive trade and other information
that FINRA collects pursuant to its
rules. This trade information includes
reports of off-exchange transactions.
The Exchange represents that all of its
member organizations, with only nine
exceptions, are members of FINRA and,
as such, must report all off-exchange
transactions to FINRA, including
transactions away from the Exchange
that are not reported to the Consolidated
Tape. The Exchange further represents
that this information is essentially
10 See Securities Exchange Act Release No. 63311
(November 12, 2010), 75 FR 70757 (November 18,
2010) (SR–FINRA–2010–044). See also 17 CFR
242.600(b)(47).
11 See Securities Exchange Act Release No. 65524
(October 7, 2011), 76 FR 64151 (October 17, 2011)
(SR–NYSEAmex–2011–74).
12 As defined in Rule 600(b)(47) of Regulation
NMS, 17 CFR 242.600(b)(47).
13 See FINRA Rule 6110. See generally FINRA
Rule 6300A and 7200A Series (FINRA/Nasdaq TRF)
and 6300B and 7200B Series (FINRA/NYSE TRF).
14 See FINRA Rules 6300A & 6300B.
15 See Rule 7230B.
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Frm 00106
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Sfmt 4703
duplicative of the Rule 410B reports the
Exchange currently supplies to FINRA.
The Exchange notes that one exception
would be transactions in dually listed
securities executed on and reported to a
foreign securities exchange, which are
not required to be reported because such
trades are executed ‘‘on or through an
exchange.’’ 16 The Exchange represents
that it believes such trades pose little
regulatory risk and, given that no other
exchange has a rule comparable to Rule
410B, notes that such trades are also not
being reported to other equities
exchanges. Finally, the Exchange
represents that only a handful of firms
currently account for all of the Rule
410B activity, all of whom are also
FINRA members.17 The Exchange
believes that Rule 410B is thus no
longer necessary, and deleting it would
eliminate essentially duplicative
reporting of off-Exchange transactions
by dual members.
The Exchange does not believe that
eliminating the Rule 410B reporting
requirement for the small number of
NYSE-only members 18 would pose any
significant regulatory risk. The
Exchange represents that none of these
firms has ever submitted a Rule 410B
report. The Exchange also notes that
NYSE-only members would remain
subject to federal and Exchange books
and records requirements.19
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act 20 and the rules and regulations
thereunder applicable to a national
securities exchange.21 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,22 which requires,
among other things, that the rules of a
national securities exchange be
16 See Trade Reporting Frequently Asked
Questions, Section 701, Q/A701.1, available at
https://www.finra.org/industry/trade-reporting-faq.
17 According to the Exchange, Rule 410B Weekly
Reports submitted to the SEC in July and August
2015 reveal that only five firms, all also FINRA
members, accounted for all of the Rule 410B trading
activity. The Exchange further represents that the
list of firms that have in the past submitted Rule
410B reports does not include any non-FINRA
members.
18 The Exchange represents that these nine nonFINRA member firms do not have any public
customers and are also members of Nasdaq as well
as NYSE.
19 See 17 CFR 240.17a–3, 17 CFR 240.17a–4 &
Rule 440—Equities.
20 15 U.S.C. 78f.
21 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
22 15 U.S.C. 78f(b)(5).
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Federal Register / Vol. 81, No. 22 / Wednesday, February 3, 2016 / Notices
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
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest and that the rules are not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
Based on the Exchange’s
representations, the Commission
believes that eliminating the Rule 410B
reporting requirement will not reduce
the amount of publicly available
information about securities
transactions and that it is not likely to
hamper the ability of the Exchange to
conduct regulatory oversight of its
members. The Commission notes that
Rule 410B does not currently provide
for real-time, publicly disseminated
reporting of transactions, but instead
requires non-public, electronic reporting
of trade data to the Exchange on a nextday basis for regulatory purposes only.
The Commission further notes that the
Exchange represents that its members
would remain subject to federal and
Exchange books-and-records
requirements 23 and that Exchange
members would still be required to
provide such trade data to the Exchange
upon the Exchange’s request. For these
reasons, the Commission believes that
the proposal should help to prevent
fraudulent and manipulative acts and
practices, promote just and equitable
principles of trade, remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, protect investors and the public
interest.
IV. Conclusion
mstockstill on DSK4VPTVN1PROD with NOTICES
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,24 that the
proposed rule change (SR–NYSE–2015–
48) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–01924 Filed 2–2–16; 8:45 am]
BILLING CODE 8011–01–P
23 See 17 CFR 240.17a–3, 17 CFR 240.17a–4 &
Rule 440—Equities.
24 15 U.S.C. 78s(b)(2).
25 17 CFR 200.30–3(a)(12).
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Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
Office Building, Washington, DC 20503,
or by sending an email to: Shagufta_
Ahmed@omb.eop.gov; and (ii) Pamela
Dyson, Director/Chief Information
Officer, Securities and Exchange
Commission, c/o Remi Pavlik-Simon,
100 F Street NE., Washington, DC 20549
or send an email to: PRA_Mailbox@
sec.gov. Comments must be submitted to
OMB within 30 days of this notice.
Extension:
Form N–8F, OMB Control No. 3235–0157,
SEC File No. 270–136.
Dated: January 29, 2016.
Robert W. Errett,
Deputy Secretary.
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.), the Securities
and Exchange Commission (the
‘‘Commission’’) has submitted to the
Office of Management and Budget a
request for extension of the previously
approved collection of information
discussed below.
Form N–8F (17 CFR 274.218) is the
form prescribed for use by registered
investment companies in certain
circumstances to request orders of the
Commission declaring that the
registration of that investment company
cease to be in effect. The form requests
information about: (i) The investment
company’s identity, (ii) the investment
company’s distributions, (iii) the
investment company’s assets and
liabilities, (iv) the events leading to the
request to deregister, and (v) the
conclusion of the investment company’s
business. The information is needed by
the Commission to determine whether
an order of deregistration is appropriate.
The Form takes approximately 5.2
hours on average to complete. It is
estimated that approximately 150
investment companies file Form N–8F
annually, so the total annual burden for
the form is estimated to be
approximately 780 hours. The estimate
of average burden hours is made solely
for the purposes of the Paperwork
Reduction Act and is not derived from
a comprehensive or even a
representative survey or study.
The collection of information on Form
N–8F is not mandatory. The information
provided on Form N–8F is not kept
confidential. An agency may not
conduct or sponsor, and a person is not
required to respond to, a collection of
information unless it displays a
currently-valid OMB control number.
The public may view the background
documentation for this information
collection at the following Web site,
www.reginfo.gov. Comments should be
directed to: (i) Desk Officer for the
Securities and Exchange Commission,
Office of Information and Regulatory
Affairs, Office of Management and
Budget, Room 10102, New Executive
[FR Doc. 2016–01960 Filed 2–2–16; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
Submission for OMB Review;
Comment Request
PO 00000
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BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76994; File No. SR–
NYSEArca–2015–121]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Approving Proposed
Rule Change To Provide for Price
Collar Thresholds for Trading Halt
Auctions
January 28, 2016.
I. Introduction
On December 7, 2015, NYSE Arca,
Inc. (‘‘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
amend Exchange Rule 1.1(s) to provide
for price collar thresholds for Trading
Halt Auctions. The proposed rule
change was published for comment in
the Federal Register on December 24,
2015.3 The Commission received three
comment letters on the proposed rule
change.4 This order approves the
proposed rule change.
II. Description of the Proposed Rule
Change
The Exchange currently conducts
Trading Halt Auctions under Exchange
Rule 7.35(f).5 To respond to market
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 76690
(December 18, 2015), 80 FR 80430 (‘‘Notice’’).
4 See letters from David LaValle, US Head of
SPDR ETF Capital Markets, State Street Global
Advisors, dated January 14, 2016 (‘‘SSGA Letter’’);
Joanne Medero, US Head of Government Relations
& Public Policy, Samara Cohen, US Head of iShares
Capital Markets, Hubert De Jesus, Co-Head of
Market Structure and Electronic Trading,
BlackRock, Inc., dated January 14, 2016
(‘‘BlackRock Letter’’); and Eric Swanson, General
Counsel & Secretary, BATS Global Markets, Inc.,
dated January 22, 2016 (‘‘BATS Letter’’).
5 See Exchange Rule 7.35(f); see also Notice,
supra note 3, at 80431.
2 17
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Agencies
[Federal Register Volume 81, Number 22 (Wednesday, February 3, 2016)]
[Notices]
[Pages 5807-5809]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-01924]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76983; File No. SR-NYSE-2015-48]
Self-Regulatory Organizations; New York Stock Exchange LLC; Order
Approving a Proposed Rule Change Deleting Rule 410B Governing Reporting
Requirements for Off-Exchange Transactions
January 28, 2016.
I. Introduction
On October 16, 2015, New York Stock Exchange LLC (``NYSE'' or the
``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 delete Rule 410B governing reporting
requirements for off-Exchange transactions. The proposed rule change
was published for comment in the Federal Register on November 2,
2015.\3\ The Commission received no comment letters on the proposed
rule change. On December 16, 2015, the Commission designated a longer
period within which to approve the proposed rule change, disapprove the
proposed rule change, or institute proceedings to determine whether to
approve or disapprove the proposed rule change.\4\ The Commission is
approving 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. 76277 (October 27,
2015), 80 FR 67443.
\4\ See Securities Exchange Act Release No. 76666, 80 FR 79644
(December 22, 2015).
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
The Exchange proposes to delete Rule 410B, which sets forth certain
regulatory reporting requirements for member or member organizations
effecting off-Exchange transactions in Exchange listed securities that
are not reported to the Consolidated Tape, and to make conforming
amendments to Rule 476A to delete a reference to Rule 410B. The
Exchange represents that Rule 410B is no longer necessary in light of
changes in trade reporting and regulatory requirements that have been
put in place since the Exchange adopted Rule 410B.
Changes to Regulatory Landscape
On July 30, 2007, the National Association of Securities Dealers,
Inc. (``NASD''), NYSE, and NYSE Regulation, Inc. (``NYSE Regulation'')
consolidated their member firm
[[Page 5808]]
regulation operations to create the Financial Industry Regulatory
Authority, Inc. (``FINRA''), and entered into a plan to allocate to
FINRA regulatory responsibility for common rules and common members
(``17d-2 Agreement'').\5\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 56148 (July 26,
2007), 72 FR 42146 (August 1, 2007) (File No. 4-544) (Notice of
Filing and Order Approving and Declaring Effective a Plan for the
Allocation of Regulatory Responsibilities). In 2007, the NASD, NYSE,
the Exchange and NYSE Regulation also entered into a Regulatory
Services Agreement (``RSA''), whereby FINRA was retained to perform
certain regulatory services for non-common rules.
---------------------------------------------------------------------------
In 2008, the Exchange, NASD, NYSE MKT LLC (``NYSE MKT''), and NYSE
Regulation also entered into a plan to allocate to FINRA regulatory
responsibility, over exchange members that are also FINRA members, for
surveillance, investigation, and enforcement of insider trading with
respect to NYSE- and MKT-listed stocks, among others, irrespective of
where the relevant trading occurred (the ``Insider Trading Plan'').\6\
On June 14, 2010, FINRA was retained to perform the residual market
surveillance and enforcement functions that had, up to that point, been
performed by NYSE Regulation.\7\ In January 2011, the SEC approved an
amendment to the Insider Trading Plan whereby FINRA also assumed
responsibility for performing the insider-trading-related market
surveillance and enforcement functions previously conducted by NYSE
Regulation for its U.S. equities and options markets.\8\
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 54646 (September 12,
2008), 73 FR 54646 (September 22, 2008) (File No. 4-566). See also
Securities Exchange Act Release No. 58806 (October 17, 2008), 73 FR
63216 (October 23, 2008) (File No. 4-566).
\7\ See Securities Exchange Act Release No. 62355 (June 22,
2010), 75 FR 36729 (June 28, 2010) (SR-NYSE-2010-46); Securities
Exchange Act Release No. 62354 (June 22, 2010), 75 FR 36730 (June
28, 2010) (SR-NYSEAmex-2010-57). NYSE Regulation performed the
regulatory functions of NYSE MKT pursuant to an intercompany RSA.
\8\ See Securities Exchange Act Release No. 63750 (January 21,
2011), 76 FR 4948 (January 27, 2011) (File No. 4-566).
---------------------------------------------------------------------------
Changes in Trade Reporting and Regulatory Reporting
In 1998, FINRA (then the NASD) established the Order Audit Trail
System (OATS), as an integrated audit trail of order, quote, and trade
information for OTC equity securities and equity securities listed and
traded on The Nasdaq Stock Market, Inc. (``Nasdaq'').\9\ In 2010, FINRA
Rules 7410 through 7470 (the ``OATS Rules'') were amended to extend the
recording and reporting requirements to all NMS stocks, as that term is
defined in Rule 600(b)(47) of Regulation NMS,\10\ including NYSE- and
MKT-listed securities. The Exchange adopted the OATS Rules in 2011.\11\
The Exchange states that FINRA may use the information it collects
pursuant to the OATS Rules to perform its regulatory functions.
---------------------------------------------------------------------------
\9\ See Securities Exchange Act Release No. 39729 (March 6,
1998), 63 FR 12559 (March 13, 1998) (SR-NASD-97-56).
\10\ See Securities Exchange Act Release No. 63311 (November 12,
2010), 75 FR 70757 (November 18, 2010) (SR-FINRA-2010-044). See also
17 CFR 242.600(b)(47).
\11\ See Securities Exchange Act Release No. 65524 (October 7,
2011), 76 FR 64151 (October 17, 2011) (SR-NYSEAmex-2011-74).
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According to the Exchange, Rule 410B also predates the
establishment of a FINRA Trade Reporting Facility (``TRF''). FINRA Rule
6110 requires FINRA members to report transactions in NMS stocks \12\
effected ``otherwise than on or through a national securities
exchange.'' \13\ Pursuant to FINRA Rules 6310A and 6310B, FINRA members
may use either the FINRA/NYSE TRF or FINRA/Nasdaq TRF to report such
off-Exchange transactions.\14\ FINRA members using these TRFs to report
off-Exchange transactions are in turn subject to FINRA Rule 7230B,
which, the Exchange states, imposes transaction-information reporting
requirements similar to Rule 410B.\15\ As a result, the Exchange
represents that dual members of both the Exchange and FINRA must report
off-Exchange transactions to a TRF and submit substantially similar
reports to the Exchange and FINRA.
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\12\ As defined in Rule 600(b)(47) of Regulation NMS, 17 CFR
242.600(b)(47).
\13\ See FINRA Rule 6110. See generally FINRA Rule 6300A and
7200A Series (FINRA/Nasdaq TRF) and 6300B and 7200B Series (FINRA/
NYSE TRF).
\14\ See FINRA Rules 6300A & 6300B.
\15\ See Rule 7230B.
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Proposed Rule Change
The Exchange proposes to delete Rule 410B in its entirety. The
Exchange represents that, since 2010, surveillance and enforcement
responsibilities across markets have been consolidated at FINRA, which
conducts cross-market surveillances on the Exchange's behalf utilizing
various data sources, including extensive trade and other information
that FINRA collects pursuant to its rules. This trade information
includes reports of off-exchange transactions.
The Exchange represents that all of its member organizations, with
only nine exceptions, are members of FINRA and, as such, must report
all off-exchange transactions to FINRA, including transactions away
from the Exchange that are not reported to the Consolidated Tape. The
Exchange further represents that this information is essentially
duplicative of the Rule 410B reports the Exchange currently supplies to
FINRA. The Exchange notes that one exception would be transactions in
dually listed securities executed on and reported to a foreign
securities exchange, which are not required to be reported because such
trades are executed ``on or through an exchange.'' \16\ The Exchange
represents that it believes such trades pose little regulatory risk
and, given that no other exchange has a rule comparable to Rule 410B,
notes that such trades are also not being reported to other equities
exchanges. Finally, the Exchange represents that only a handful of
firms currently account for all of the Rule 410B activity, all of whom
are also FINRA members.\17\ The Exchange believes that Rule 410B is
thus no longer necessary, and deleting it would eliminate essentially
duplicative reporting of off-Exchange transactions by dual members.
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\16\ See Trade Reporting Frequently Asked Questions, Section
701, Q/A701.1, available at https://www.finra.org/industry/trade-reporting-faq.
\17\ According to the Exchange, Rule 410B Weekly Reports
submitted to the SEC in July and August 2015 reveal that only five
firms, all also FINRA members, accounted for all of the Rule 410B
trading activity. The Exchange further represents that the list of
firms that have in the past submitted Rule 410B reports does not
include any non-FINRA members.
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The Exchange does not believe that eliminating the Rule 410B
reporting requirement for the small number of NYSE-only members \18\
would pose any significant regulatory risk. The Exchange represents
that none of these firms has ever submitted a Rule 410B report. The
Exchange also notes that NYSE-only members would remain subject to
federal and Exchange books and records requirements.\19\
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\18\ The Exchange represents that these nine non-FINRA member
firms do not have any public customers and are also members of
Nasdaq as well as NYSE.
\19\ See 17 CFR 240.17a-3, 17 CFR 240.17a-4 & Rule 440--
Equities.
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III. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act \20\ and the
rules and regulations thereunder applicable to a national securities
exchange.\21\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\22\ which
requires, among other things, that the rules of a national securities
exchange be
[[Page 5809]]
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 mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest and that the rules are not
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
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\20\ 15 U.S.C. 78f.
\21\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\22\ 15 U.S.C. 78f(b)(5).
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Based on the Exchange's representations, the Commission believes
that eliminating the Rule 410B reporting requirement will not reduce
the amount of publicly available information about securities
transactions and that it is not likely to hamper the ability of the
Exchange to conduct regulatory oversight of its members. The Commission
notes that Rule 410B does not currently provide for real-time, publicly
disseminated reporting of transactions, but instead requires non-
public, electronic reporting of trade data to the Exchange on a next-
day basis for regulatory purposes only. The Commission further notes
that the Exchange represents that its members would remain subject to
federal and Exchange books-and-records requirements \23\ and that
Exchange members would still be required to provide such trade data to
the Exchange upon the Exchange's request. For these reasons, the
Commission believes that the proposal should help to prevent fraudulent
and manipulative acts and practices, promote just and equitable
principles of trade, remove impediments to and perfect the mechanism of
a free and open market and a national market system, and, in general,
protect investors and the public interest.
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\23\ See 17 CFR 240.17a-3, 17 CFR 240.17a-4 & Rule 440--
Equities.
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IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\24\ that the proposed rule change (SR-NYSE-2015-48) be, and hereby
is, approved.
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\24\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\25\
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\25\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-01924 Filed 2-2-16; 8:45 am]
BILLING CODE 8011-01-P