Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Eliminate Certain Fees Charged to Securities Listed on Nasdaq Under the Rule 5700 Series, 39736-39738 [2016-14310]
Download as PDF
39736
Federal Register / Vol. 81, No. 117 / Friday, June 17, 2016 / Notices
change’s consistency with the Act and
the rules thereunder. Specifically, the
Commission believes that OCC’s
proposed rule change raises questions as
to whether it is consistent with: (i)
Section 17A(b)(3)(I) of the Act,45 which
provides that clearing agency rules
cannot impose a burden on competition
that is not necessary or appropriate in
furtherance of the purposes of the Act;
(ii) Section 17A(b)(3)(D) of the Act,46
which requires clearing agency rules to
provide for the equitable allocation of
reasonable dues, fees and other charges
among its participants; (iii) Rule 17Ad–
22(d)(1) under the Act,47 which requires
clearing agencies to establish,
implement, maintain and enforce
written policies and procedures
reasonably designed to provide a wellfounded, transparent, and enforceable
legal framework; and (iv) Rule 17Ad–
22(d)(7) under the Act,48 which requires
clearing agencies to establish,
implement, maintain and enforce
written policies and procedures
reasonably designed to evaluate the
potential sources of risks that can arise
when a clearing agency establishes links
to clear or settle trades, and ensure that
the risks are managed prudently on an
ongoing basis.
sradovich on DSK3TPTVN1PROD with NOTICES
V. Request for Written Comments
The Commission requests that
interested persons provide written
submissions of their views, data, and
arguments with respect to issues raised
by the proposed rule change. In
particular, the Commission invites the
written views of interested persons
concerning whether the proposed rule
change is consistent with Sections
17A(b)(3)(I) and 17A(b)(3)(D) of the Act
and Rules 17Ad–22(d)(1) and 17Ad–
22(d)(7) under the Act, or any other
provision of the Act, or the rules and
regulations thereunder.
Interested persons are invited to
submit written data, views, and
arguments on or before July 8, 2016.
Any person who wishes to file a rebuttal
to any other person’s submission must
file that rebuttal on or before July 22,
2016. 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–
OCC–2016–004 on the subject line.
U.S.C. 78q–1(b)(3)(I).
U.S.C. 78q–1(b)(3)(D).
47 17 CFR 240.17Ad–22(d)(1).
48 17 CFR 240.17Ad–22(d)(7).
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–OCC–2016–004. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filings also will be available for
inspection and copying at the principal
office of OCC and on OCC’s Web site at
https://www.theocc.com/components/
docs/legal/rules_and_bylaws/sr_occ_16_
004.pdf. 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–OCC–2016–004 and should
be submitted on or before July 8, 2016.
If comments are received, any rebuttal
comments should be submitted on or
before July 22, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.49
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–14315 Filed 6–16–16; 8:45 am]
BILLING CODE 8011–01–P
45 15
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78047; File No. SR–
NASDAQ–2016–077]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Eliminate
Certain Fees Charged to Securities
Listed on Nasdaq Under the Rule 5700
Series
June 13, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 1,
2016, The NASDAQ Stock Market LLC
(‘‘Nasdaq’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to eliminate
certain fees charged to securities listed
on Nasdaq under the Rule 5700 Series.
The text of the proposed rule change
is detailed below. Proposed new
language is italicized and proposed
deletions are in brackets.
*
*
*
*
5930. Linked Securities, SEEDS, and
Other Securities
(a)–(b) No change.
[(c) Record-Keeping Fee
A Company that makes a change such
as a change to its name, the par value
or title of its security, or its symbol shall
pay a fee of $2,500 to Nasdaq and
submit the appropriate form as
designated by Nasdaq.
(d) Substitution Listing Fee
A Company that implements a
Substitution Listing Event, including
the replacement of, or any significant
modification to, the index, portfolio, or
Reference Asset underlying a security,
shall pay a fee of $5,000 to Nasdaq for
each event or change and submit the
appropriate form as designated by
Nasdaq.]
46 15
VerDate Sep<11>2014
16:48 Jun 16, 2016
1 15
49 17
Jkt 238001
PO 00000
CFR 200.30–3(a)(57).
Frm 00113
Fmt 4703
Sfmt 4703
*
2 17
E:\FR\FM\17JNN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
17JNN1
Federal Register / Vol. 81, No. 117 / Friday, June 17, 2016 / Notices
5940. Exchange Traded Products
The fees in this Rule 5940 shall apply
to securities listed under the Rule 5700
Series where no other fee schedule is
specifically applicable. These securities
include, but are not limited to, Portfolio
Depository Receipts, Index Fund Shares,
Managed Fund Shares, and NextShares.
(a)–(b) No change.
[(c) Record-Keeping Fee
A Company that makes a change such
as a change to its name, the par value
or title of its security, or its symbol shall
pay a fee of $2,500 to Nasdaq and
submit the appropriate form as
designated by Nasdaq.
(d) Substitution Listing Fee
A Company that implements a
Substitution Listing Event, including
the replacement of, or any significant
modification to, the index, portfolio, or
Reference Asset underlying a security,
shall pay a fee of $5,000 to Nasdaq for
each event or change and submit the
appropriate form as designated by
Nasdaq.]
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
sradovich on DSK3TPTVN1PROD with NOTICES
1. Purpose
The purpose of the proposed rule
change is to eliminate the fees for
record-keeping changes and substitution
listing events charged to Linked
Securities, SEEDS, Other Securities, and
Exchange Traded Products listed on
Nasdaq. These fees were adopted in
November 2015,3 and, upon further
reflection, Nasdaq has determined to
remove them. The proposed rule change
would not affect the notice companies
3 Securities Exchange Act Release No. 76550
(December 3, 2015), 80 FR 76605 (December 9,
2015) (SR–NASDAQ–2015–146).
VerDate Sep<11>2014
16:48 Jun 16, 2016
Jkt 238001
must give Nasdaq about record-keeping
changes or substitution listing events.4
2. Statutory Basis
Nasdaq believes that this proposal is
consistent with Section 6(b) of the Act,5
in general, and furthers the objectives of
Sections 6(b)(4) and 6(b)(5) of the Act,6
in particular, in that it provides for the
equitable allocation of reasonable dues,
fees, and other charges among members
and issuers and other persons using any
facility or system which the Exchange
operates or controls. This proposal is, in
addition, not designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Commission and the courts have
repeatedly expressed their preference
for competition over regulatory
intervention in determining prices,
products, and services in the securities
markets. In Regulation NMS, while
adopting a series of steps to improve the
current market model, the Commission
highlighted the importance of market
forces in determining prices and SRO
revenues and, also, recognized that
current regulation of the market system
‘‘has been remarkably successful in
promoting market competition in its
broader forms that are most important to
investors and listed companies.’’ 7
Similarly, the Justice Department has
noted the intense competitive
environment for exchange listings.8
Nasdaq believes that the proposed
change to eliminate the recently
adopted fees for record-keeping changes
and substitution listing events charged
to securities listed under the Rule 5700
Series is reasonable because it is a
competitive response to the fees of other
4 Rule 5250(e)(3) defines a ‘‘Record Keeping
Change’’ as any change to a company’s name, the
par value or title of its security, its symbol, or a
similar change and requires a listed company to
provide notification to Nasdaq no later than 10 days
after the change. Rule 5005(a)(40) defines a
‘‘Substitution Listing Event’’ as certain changes in
the equity or legal structure of a company,
including the replacement of, or any significant
modification to, the index, portfolio or Reference
Asset underlying a security listed under the Rule
5700 Series (including, but not limited to, a
significant modification to the index methodology,
a change in the index provider, or a change in
control of the index provider). Rule 5250(e)(4)
requires a listed company to provide notification to
Nasdaq about a Substitution Listing Event no later
than 15 calendar days prior to the implementation
of the event.
5 15 U.S.C. 78f(b).
6 15 U.S.C. 78f(b)(4) and (5).
7 Securities Exchange Act Release No. 51808
(June 9, 2005), 70 FR 37496, 37499 (June 29, 2005).
8 See ‘‘NASDAQ OMX Group Inc. and
IntercontinentalExchange Inc. Abandon Their
Proposed Acquisition Of NYSE Euronext After
Justice Department Threatens Lawsuit’’ (May 16,
2011), available at https://www.justice.gov/atr/
public/press_releases/2011/271214.htm.
PO 00000
Frm 00114
Fmt 4703
Sfmt 4703
39737
exchanges and issuers’ reaction to
Nasdaq’s fee change.9
Nasdaq also believes that the
proposed change is an equitable
allocation and is not unfairly
discriminatory because the Exchange
will apply the same fee to all similarly
situated issuers. While issuers of
securities listed under the Rule 5700
Series will not be subject to fees for
record-keeping changes and substitution
listing events, and other companies will
be subject to such fees, this difference
is not unfairly discriminatory.
The proposed change merely
reinstates a longstanding difference by
removing fees that were only recently
adopted. This longstanding difference is
not unfairly discriminatory because the
fees for securities listed under the Rule
5700 Series are generally lower than the
listing fees for other types of issuers,
reflecting the passive nature of these
issuers and the extreme focus on their
expenses as a means for various
products to compete.10
Further, other companies that could
pay fees for record-keeping changes and
substitution listing events had the
option to avoid the fee by electing to be
on Nasdaq’s all-inclusive annual fee,
which eliminates the fees for these
events. Securities listed under the Rule
5700 Series do not, at this time, have the
option to elect an all-inclusive fee
alternative. Nasdaq believes that the
lower existing fees, lack of an allinclusive fee alternative, and
competitive considerations are
reasonable, fair, and equitable reasons to
charge issuers of securities listed under
the Rule 5700 Series different fees than
other Nasdaq-listed companies,
including not charging them for recordkeeping changes and substitution listing
events.
The proposed change will not impact
the resources available to Nasdaq’s
regulatory program. In that regard,
Nasdaq notes that these fees were
traditionally not charged to securities
listed under the Rule 5700 Series and
that there will be no significant decline
9 BATS does not charge a fee for equivalent
events. See Chapter XIV of the Rules of the BATS
Exchange and Rule 14.13 of the BATS Exchange
Listing Rules. NYSE Arca charges $2,500 for
equivalent events, but has recently modified other
listing fees in connection with the listing of
Exchange Traded Products. See NYSE Arca
Equities: Listing Fees; Securities Exchange Act
Release No. 77883 (May 23, 2016), 81 FR 33720
(May 27, 2016) (SR–NYSEArca–2016–69).
10 For example, entry fees for securities listed on
the Nasdaq Global Market under the Rule 5700
Series range from $5,000 to $45,000 pursuant to
Rules 5930 and 5940, whereas entry fees for other
companies listed on the Nasdaq Global Market
range from $125,000 to $225,000 pursuant to Rule
5910(a).
E:\FR\FM\17JNN1.SGM
17JNN1
39738
Federal Register / Vol. 81, No. 117 / Friday, June 17, 2016 / Notices
in expected revenue by eliminating the
fees.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change will not
impose any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
The market for listing services is
extremely competitive and listed
companies may easily list on competing
venues if they deem fee levels at a
particular exchange to be excessive. In
such an environment, the Exchange
must continually adjust its fees to
remain competitive with other
exchanges.
This rule proposal does not burden
competition with other listing venues,
which are similarly free to set their fees,
but rather reflects the competition
between listing venues and will further
enhance such competition. For these
reasons, Nasdaq does not believe that
the proposed rule change will result in
any burden on competition for listings.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
sradovich on DSK3TPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.11
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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
If the Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NASDAQ–2016–077 on the subject line.
[File No. 500–1]
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–NASDAQ–2016–077.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–
NASDAQ–2016–077 and should be
submitted on or before July 8, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–14310 Filed 6–16–16; 8:45 am]
BILLING CODE 8011–01–P
U.S.C. 78s(b)(3)(A)(ii).
VerDate Sep<11>2014
16:48 Jun 16, 2016
June 15, 2016
It appears to the Securities and
Exchange Commission (‘‘Commission’’)
that there is a lack of current and
accurate information concerning the
securities of MIT Holding, Inc.
(‘‘MITD 1’’) (CIK No. 1367416), a
delinquent Delaware corporation
located in Los Angeles, California with
a class of securities registered with the
Commission pursuant to Securities
Exchange Act of 1934 (‘‘Exchange Act’’)
Section 12(g) because it is delinquent in
its periodic filings with the
Commission, having not filed any
periodic reports since it filed a Form
10–Q for the period ended September
30, 2015. Moreover, MITD’s Form 10–K
for the period ended December 31, 2014
failed to comply with Exchange Act and
regulations thereunder because it did
not include audited financial
statements. Also, the financial
statements accompanying MITD’s Forms
10–Q for the periods ending March 31,
June 30, and September 30, 2015 were
not reviewed by an auditor as required
by Commission rules. On January 19,
2016, the Commission’s Division of
Corporation Finance (‘‘Corporation
Finance’’) sent a delinquency letter to
MITD requesting compliance with its
periodic filing requirements which was
delivered. As of June 8, 2016, the
common stock of MITD was quoted on
OTC Link operated by OTC Markets
Group Inc. (formerly ‘‘Pink Sheets’’),
had eight market makers, and was
eligible for the ‘‘piggyback’’ exception of
Exchange Act Rule 15c2–11(f)(3).
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of the above-listed
company. Therefore, it is ordered,
pursuant to Section 12(k) of the
Securities Exchange Act of 1934, that
trading in the securities of the abovelisted company is suspended for the
period from 9:30 a.m. EDT on June 15,
2016, through 11:59 p.m. EDT on June
28, 2016.
[FR Doc. 2016–14477 Filed 6–15–16; 4:15 pm]
BILLING CODE 8011–01–P
12 17
Jkt 238001
In the Matter of MIT Holding, Inc.;
Order of Suspension of Trading
By the Commission.
Jill M. Peterson,
Assistant Secretary.
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
11 15
SECURITIES AND EXCHANGE
COMMISSION
PO 00000
CFR 200.30–3(a)(12).
Frm 00115
Fmt 4703
Sfmt 9990
1 The short form of the issuer’s name is also its
stock symbol.
E:\FR\FM\17JNN1.SGM
17JNN1
Agencies
[Federal Register Volume 81, Number 117 (Friday, June 17, 2016)]
[Notices]
[Pages 39736-39738]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-14310]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-78047; File No. SR-NASDAQ-2016-077]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Eliminate Certain Fees Charged to Securities Listed on Nasdaq Under the
Rule 5700 Series
June 13, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on June 1, 2016, The NASDAQ Stock Market LLC (``Nasdaq'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``Commission'') the proposed rule change as described in
Items I, II, and III, below, which Items have been prepared by the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to eliminate certain fees charged to
securities listed on Nasdaq under the Rule 5700 Series.
The text of the proposed rule change is detailed below. Proposed
new language is italicized and proposed deletions are in brackets.
* * * * *
5930. Linked Securities, SEEDS, and Other Securities
(a)-(b) No change.
[(c) Record-Keeping Fee
A Company that makes a change such as a change to its name, the par
value or title of its security, or its symbol shall pay a fee of $2,500
to Nasdaq and submit the appropriate form as designated by Nasdaq.
(d) Substitution Listing Fee
A Company that implements a Substitution Listing Event, including
the replacement of, or any significant modification to, the index,
portfolio, or Reference Asset underlying a security, shall pay a fee of
$5,000 to Nasdaq for each event or change and submit the appropriate
form as designated by Nasdaq.]
[[Page 39737]]
5940. Exchange Traded Products
The fees in this Rule 5940 shall apply to securities listed under
the Rule 5700 Series where no other fee schedule is specifically
applicable. These securities include, but are not limited to, Portfolio
Depository Receipts, Index Fund Shares, Managed Fund Shares, and
NextShares.
(a)-(b) No change.
[(c) Record-Keeping Fee
A Company that makes a change such as a change to its name, the par
value or title of its security, or its symbol shall pay a fee of $2,500
to Nasdaq and submit the appropriate form as designated by Nasdaq.
(d) Substitution Listing Fee
A Company that implements a Substitution Listing Event, including
the replacement of, or any significant modification to, the index,
portfolio, or Reference Asset underlying a security, shall pay a fee of
$5,000 to Nasdaq for each event or change and submit the appropriate
form as designated by Nasdaq.]
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to eliminate the fees
for record-keeping changes and substitution listing events charged to
Linked Securities, SEEDS, Other Securities, and Exchange Traded
Products listed on Nasdaq. These fees were adopted in November 2015,\3\
and, upon further reflection, Nasdaq has determined to remove them. The
proposed rule change would not affect the notice companies must give
Nasdaq about record-keeping changes or substitution listing events.\4\
---------------------------------------------------------------------------
\3\ Securities Exchange Act Release No. 76550 (December 3,
2015), 80 FR 76605 (December 9, 2015) (SR-NASDAQ-2015-146).
\4\ Rule 5250(e)(3) defines a ``Record Keeping Change'' as any
change to a company's name, the par value or title of its security,
its symbol, or a similar change and requires a listed company to
provide notification to Nasdaq no later than 10 days after the
change. Rule 5005(a)(40) defines a ``Substitution Listing Event'' as
certain changes in the equity or legal structure of a company,
including the replacement of, or any significant modification to,
the index, portfolio or Reference Asset underlying a security listed
under the Rule 5700 Series (including, but not limited to, a
significant modification to the index methodology, a change in the
index provider, or a change in control of the index provider). Rule
5250(e)(4) requires a listed company to provide notification to
Nasdaq about a Substitution Listing Event no later than 15 calendar
days prior to the implementation of the event.
---------------------------------------------------------------------------
2. Statutory Basis
Nasdaq believes that this proposal is consistent with Section 6(b)
of the Act,\5\ in general, and furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,\6\ in particular, in that it provides
for the equitable allocation of reasonable dues, fees, and other
charges among members and issuers and other persons using any facility
or system which the Exchange operates or controls. This proposal is, in
addition, not designed to permit unfair discrimination between
customers, issuers, brokers, or dealers.
---------------------------------------------------------------------------
\5\ 15 U.S.C. 78f(b).
\6\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Commission and the courts have repeatedly expressed their
preference for competition over regulatory intervention in determining
prices, products, and services in the securities markets. In Regulation
NMS, while adopting a series of steps to improve the current market
model, the Commission highlighted the importance of market forces in
determining prices and SRO revenues and, also, recognized that current
regulation of the market system ``has been remarkably successful in
promoting market competition in its broader forms that are most
important to investors and listed companies.'' \7\ Similarly, the
Justice Department has noted the intense competitive environment for
exchange listings.\8\
---------------------------------------------------------------------------
\7\ Securities Exchange Act Release No. 51808 (June 9, 2005), 70
FR 37496, 37499 (June 29, 2005).
\8\ See ``NASDAQ OMX Group Inc. and IntercontinentalExchange
Inc. Abandon Their Proposed Acquisition Of NYSE Euronext After
Justice Department Threatens Lawsuit'' (May 16, 2011), available at
https://www.justice.gov/atr/public/press_releases/2011/271214.htm.
---------------------------------------------------------------------------
Nasdaq believes that the proposed change to eliminate the recently
adopted fees for record-keeping changes and substitution listing events
charged to securities listed under the Rule 5700 Series is reasonable
because it is a competitive response to the fees of other exchanges and
issuers' reaction to Nasdaq's fee change.\9\
---------------------------------------------------------------------------
\9\ BATS does not charge a fee for equivalent events. See
Chapter XIV of the Rules of the BATS Exchange and Rule 14.13 of the
BATS Exchange Listing Rules. NYSE Arca charges $2,500 for equivalent
events, but has recently modified other listing fees in connection
with the listing of Exchange Traded Products. See NYSE Arca
Equities: Listing Fees; Securities Exchange Act Release No. 77883
(May 23, 2016), 81 FR 33720 (May 27, 2016) (SR-NYSEArca-2016-69).
---------------------------------------------------------------------------
Nasdaq also believes that the proposed change is an equitable
allocation and is not unfairly discriminatory because the Exchange will
apply the same fee to all similarly situated issuers. While issuers of
securities listed under the Rule 5700 Series will not be subject to
fees for record-keeping changes and substitution listing events, and
other companies will be subject to such fees, this difference is not
unfairly discriminatory.
The proposed change merely reinstates a longstanding difference by
removing fees that were only recently adopted. This longstanding
difference is not unfairly discriminatory because the fees for
securities listed under the Rule 5700 Series are generally lower than
the listing fees for other types of issuers, reflecting the passive
nature of these issuers and the extreme focus on their expenses as a
means for various products to compete.\10\
---------------------------------------------------------------------------
\10\ For example, entry fees for securities listed on the Nasdaq
Global Market under the Rule 5700 Series range from $5,000 to
$45,000 pursuant to Rules 5930 and 5940, whereas entry fees for
other companies listed on the Nasdaq Global Market range from
$125,000 to $225,000 pursuant to Rule 5910(a).
---------------------------------------------------------------------------
Further, other companies that could pay fees for record-keeping
changes and substitution listing events had the option to avoid the fee
by electing to be on Nasdaq's all-inclusive annual fee, which
eliminates the fees for these events. Securities listed under the Rule
5700 Series do not, at this time, have the option to elect an all-
inclusive fee alternative. Nasdaq believes that the lower existing
fees, lack of an all-inclusive fee alternative, and competitive
considerations are reasonable, fair, and equitable reasons to charge
issuers of securities listed under the Rule 5700 Series different fees
than other Nasdaq-listed companies, including not charging them for
record-keeping changes and substitution listing events.
The proposed change will not impact the resources available to
Nasdaq's regulatory program. In that regard, Nasdaq notes that these
fees were traditionally not charged to securities listed under the Rule
5700 Series and that there will be no significant decline
[[Page 39738]]
in expected revenue by eliminating the fees.
B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change will not impose any burden on competition
not necessary or appropriate in furtherance of the purposes of the Act.
The market for listing services is extremely competitive and listed
companies may easily list on competing venues if they deem fee levels
at a particular exchange to be excessive. In such an environment, the
Exchange must continually adjust its fees to remain competitive with
other exchanges.
This rule proposal does not burden competition with other listing
venues, which are similarly free to set their fees, but rather reflects
the competition between listing venues and will further enhance such
competition. For these reasons, Nasdaq does not believe that the
proposed rule change will result in any burden on competition for
listings.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\11\
---------------------------------------------------------------------------
\11\ 15 U.S.C. 78s(b)(3)(A)(ii).
---------------------------------------------------------------------------
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: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2016-077 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-NASDAQ-2016-077.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-NASDAQ-2016-077 and should
be submitted on or before July 8, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
---------------------------------------------------------------------------
\12\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-14310 Filed 6-16-16; 8:45 am]
BILLING CODE 8011-01-P