Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing of Partial Amendment No. 3 and Order Granting Accelerated Approval of a Proposed Rule Change, as Modified by Amendments No. 2 and 3, Relating to Pre-Opening Indications and Opening Procedures, 44907-44910 [2016-16272]
Download as PDF
Federal Register / Vol. 81, No. 132 / Monday, July 11, 2016 / Notices
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
BatsBZX–2016–31 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.
sradovich on DSK3GDR082PROD with NOTICES
All submissions should refer to File
Number SR–BatsBZX–2016–31. 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–
BatsBZX–2016–31, and should be
submitted on or before August 1, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.31
Brent J. Fields,
Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78227; File No. SR–
NASDAQ–2016–061]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Designation of a Longer Period for
Commission Action on a Proposed
Rule Change To List and Trade Shares
of the First Trust Equity Market Neutral
ETF of the First Trust ExchangeTraded Fund VIII
On May 4, 2016, the NASDAQ Stock
Market LLC (‘‘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
list and trade shares of the First Trust
Equity Market Neutral ETF of the First
Trust Exchange-Traded Fund VIII. The
proposed rule change was published for
comment in the Federal Register on
May 25, 2016.3 The Commission
received no comment letters on the
proposed rule change.
Section 19(b)(2) of the Act 4 provides
that, within 45 days of the publication
of notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The 45th day after
publication of the notice for this
proposed rule change is July 9, 2016.
The Commission is extending this 45day time period.
The Commission finds that it is
appropriate to designate a longer period
within which to take action on the
proposed rule change so that it has
sufficient time to consider the proposed
rule change. Accordingly, the
Commission, pursuant to section
19(b)(2) of the Act,5 designates August
23, 2016, as the date by which the
Commission should either approve or
disapprove or institute proceedings to
determine whether to disapprove the
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 77854
(May 19, 2016), 81 FR 33307.
4 15 U.S.C. 78s(b)(2).
5 15 U.S.C. 78s(b)(2).
2 17
31 17
CFR 200.30–3(a)(12).
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proposed rule change (File Number SR–
NASDAQ–2016–061).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Brent J. Fields,
Secretary.
[FR Doc. 2016–16271 Filed 7–8–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78228; File No. SR–NYSE–
2016–24]
July 5, 2016.
[FR Doc. 2016–16270 Filed 7–8–16; 8:45 am]
BILLING CODE 8011–01–P
44907
Fmt 4703
Sfmt 4703
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing of Partial Amendment No. 3 and
Order Granting Accelerated Approval
of a Proposed Rule Change, as
Modified by Amendments No. 2 and 3,
Relating to Pre-Opening Indications
and Opening Procedures
July 5, 2016.
I. Introduction
On March 17, 2016, New York Stock
Exchange LLC (‘‘Exchange’’ or ‘‘NYSE’’)
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 its rules relating to
pre-opening indications and opening
procedures. On March 30, 2016, the
Exchange filed Amendment No. 1 to the
proposed rule change.3 On March 31,
2016, the Exchange filed Amendment
No. 2 to the proposed rule change.4 The
proposed rule change, as modified by
Amendment No. 2, was published for
comment in the Federal Register on
April 6, 2016.5 On May 13, 2016, the
Commission designated a longer period
for action on the proposed rule change.6
The Commission has received no
comments on the proposed rule change.
On June 23, 2016, the Exchange filed
Partial Amendment No. 3 to the
proposed rule change.7 The Commission
6 17
CFR 200.30–3(a)(31).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Amendment No. 1 superseded the original filing
in its entirety.
4 Amendment No. 2 superseded the original
filing, as modified by Amendment No. 1, in its
entirety.
5 See Securities Exchange Act Release No. 77491
(Mar. 31, 2016), 81 FR 20030 (‘‘Notice’’).
6 See Securities Exchange Act Release No. 77829,
81 FR 31670 (May 19, 2016).
7 In Partial Amendment No. 3, the Exchange: (1)
Stated its belief that securities with an average daily
volume of over 500,000 shares at the open warrant
manual openings because such a high volume is
1 15
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is publishing this notice to solicit
comments on Partial Amendment No. 3
from interested persons, and is
approving the proposal, as modified by
Amendments No. 2 and 3, on an
accelerated basis.
II. Description of the Proposal, As
Modified by Amendment Nos. 2 and 3
The Exchange proposes to amend its
rules relating to pre-opening indications
and other opening procedures. With
respect to pre-opening indications, the
Exchange proposes to consolidate
requirements for publication of preopening indications in a single rule and
to modify the circumstances under
which a Designated Market Maker
(‘‘DMM’’) is required to publish preopening indications in a security. The
Exchange also proposes to allow the
Exchange CEO, under certain
circumstances, to temporarily suspend
the requirement for DMMs to publish
pre-opening indications.
With respect to the opening process,
the Exchange proposes to specify in its
rules that a DMM may open a security
electronically only within specified
price and volume parameters, which
would be doubled during periods of
extreme market-wide volatility. The
Exchange also proposes to allow the
Exchange CEO, under certain
circumstances, to temporarily suspend
these price and volume parameters, as
well as the existing requirement to
obtain Floor official approval before
opening or reopening a security.
Finally, the Exchange proposes to
delete NYSE Rule 48, and to make
conforming and technical amendments
to several of its rules.
A. Current Pre-Opening Indications and
Opening Process on the Exchange
1. Pre-Opening Indications and
Mandatory Indications
Exchange rules currently provide for
two types of published indications
before the open: pre-opening indications
and mandatory indications.
First, ‘‘pre-opening indications’’
pursuant to Exchange Rule 15 8 indicate
the security and the price range for the
anticipated opening transaction and are
published by the Exchange or by the
DMM 9 if the opening transaction on the
Exchange is anticipated to be more than
a specified price range away from the
reference price.10 The pre-opening
indications are published on the
Exchange’s proprietary data feeds rather
than through the securities information
processor (‘‘SIP’’).11
The current price ranges for preopening indications under Rule 15 are:
Applicable
price change
(more than)
Exchange closing price
Under $20.00 ........................
$20–$49.99 ...........................
$50.00–$99.99 ......................
$100–$500 ............................
Above $500 ..........................
$0.50
$1.00
$2.00
$5.00
1.5%
Second, under Exchange Rule 123D,
the Exchange also requires that a
‘‘mandatory indication’’ be published if
the opening price would result in a
significant price change from the
previous close or if the opening is
delayed past 10:00 a.m.12 The
applicable price parameters for the Rule
123D mandatory indication are:
Price change
(equal to or
greater than)
Previous NYSE closing price
Under $10.00 .......................
$10—$99.99 .........................
$100 and Over .....................
1 dollar.
lesser of 10%
or 3 dollars.
5 dollars.
Exchange Rule 123D provides that all
mandatory indications require the
supervision and approval of a Floor
official and that subsequent indications
are required if a security will open
outside the range of the previous
indication or if the previous indication
had a wide spread. Exchange Rule 123D
8 See
NYSE Rule 15(a).
a DMM issues a pre-opening indication or a
mandatory indication (as discussed below), the
Exchange shall not publish a pre-opening
indication in that security. See NYSE Rule 15(a).
10 Generally, the reference price is the security’s
last reported sale price on the Exchange. In the case
of an initial public offering (‘‘IPO’’), the reference
price would be the offering price. In the case of a
transferred listing, the reference price would be the
last reported sale price on the prior listing market.
See NYSE Rule 15(a).
11 See Notice, supra note 5, at 20031. The
Exchange may also publish order imbalance
information on its proprietary data feeds. The order
imbalance information contains the price at which
opening interest may be executed in full. See NYSE
Rule 15(c).
12 See NYSE Rule 123D(b). When mandatory
indications under Rule 123D are published, preopening indications under Rule 15 are not required.
sradovich on DSK3GDR082PROD with NOTICES
9 If
likely to involve block-sized trades, and a manual
opening allows the Exchange’s Floor brokers to
solicit block-sized interest to participate in the
opening; (2) replaced the term ‘‘order’’ with
‘‘orderly’’ in proposed Rules 15(d)(2) and
123D(a)(1)(B)(ii); (3) replaced the term ‘‘consult
with’’ with the term ‘‘notify’’ in proposed Rules
15(f)(2)(B) and 123D(c)(2)(B) to describe the action
the Exchange CEO must take if a determination is
made to suspend the requirements under those
rules; and (4) clarified that the filing’s previous
reference to ‘‘consult with’’ the Chief Regulatory
Officer (‘‘CRO’’) of the Exchange did not intend to
create a requirement for the Exchange CEO to obtain
the CRO’s approval to make a determination under
proposed Rules 15(f)(2)(B) and 123D(c)(2)(B). Partial
Amendment No. 3 is available at: https://
www.sec.gov/comments/sr-nyse-2016-24/
nyse201624-2.pdf.
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also requires that a minimum period of
time elapse between the publication of
the last indication and the
commencement of trading. Mandatory
Indications are published to the SIP and
the Exchange’s proprietary data feeds.13
During extreme market volatility,
NYSE Rule 48 provides that the
Exchange may suspend the
requirements to publish pre-opening or
mandatory indications.14
2. Opening Process
Currently, the Exchange’s rules
provide that a DMM has the
responsibility to open its assigned
securities as close to the opening bell as
possible, but that, when there is a price
disparity from the prior close, the DMM
should not open trading in an ‘‘unduly
hasty’’ manner. Openings on the
Exchange may be done manually or
electronically, and securities may open
on a quote or on a trade. Currently,
Exchange systems prevent a DMM from
opening a security electronically if the
price parameters of Exchange Rule 15
(discussed above) are exceeded or if the
volume in the opening cross will exceed
100,000 shares.15
B. Proposed Changes
1. Pre-Opening Indications
The Exchange proposes to consolidate
pre-opening indications under Rule 15
and mandatory indications under Rule
123D into a single type of pre-opening
indication under amended Rule 15.16
The Exchange also proposes to make
changes to the applicable price
parameters that would trigger a preopening indication, to provide for wider
price parameters on volatile trading
days, and to prescribe detailed
procedures for publication of preopening indications. The Exchange
further proposes to authorize its CEO, in
certain Floor-wide events, to
temporarily suspend the publication of
pre-opening indications. The proposed
pre-opening indications would be
published via both the SIP and the
Exchange’s proprietary data feeds.
While the Exchange would retain the
current definition of the reference price
used for determining when a preopening indication is required, the
Exchange would use different
parameters for the price movement that
13 See
Notice, supra note 5, at 20032.
NYSE Rule 48.
15 In the Notice, the Exchange represented that
DMM generally opens manually when there is a
pre-opening indication or a mandatory indication.
Further, the Exchange represented that its systems
prevents a DMM electronic open if a pre-opening
indication is required or if the size of the opening
transaction would exceed 100,000 shares.
16 See Notice, supra note 5.
14 See
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would trigger a pre-opening indication.
Instead of the current parameters, which
vary depending on a security’s previous
closing price and use both dollar figures
and percentages, the Exchange proposes
to require a pre-opening indication
whenever a security is anticipated to
open 5% away from its reference price,
except on volatile trading days.
On volatile trading days, the
Exchange proposal would double the
applicable price range from 5% to 10%.
The Exchange proposes to use this
wider range under three circumstances:
first, if as of 9:00 a.m. Eastern Time, the
E-mini S&P 500 Futures price is more
than 2% away from its prior day’s
closing price; second, when there is a
reopening following a market-wide
trading halt due to extraordinary market
volatility; and third, if the Exchange
determines that it is necessary or
appropriate for the maintenance of a fair
and orderly market.
The Exchange proposes procedures
for the DMMs to follow when required
to publish the pre-opening indications,
including the requirement to obtain
supervision and approval of a Floor
governor, the requirement to update preopening indication under certain
circumstances, the need to use best
efforts to narrow the width of the
spread, the need for a delay between
publishing a pre-opening indication and
opening trading, guidelines on trading
halts, and the process for reopening
after a trading pause due to the LimitUp-Limit-Down mechanism.
The Exchange also proposes to allow
the Exchange’s CEO to temporarily
suspend the requirement to publish preopening indications if the CEO
determines that a Floor wide event is
likely to impair the DMM’s ability to
arrange for a fair and orderly opening.
When invoking this provision, the CEO
must notify the Exchange’s Chief
Regulatory Officer (‘‘CRO’’) and must
inform Commission staff as promptly as
possible. Even when relieved of the
obligation to publish pre-opening
indications, a DMM or the Exchange
may publish a pre-opening indication
for one or more securities.17
sradovich on DSK3GDR082PROD with NOTICES
2. Opening Process
The Exchange proposes to codify in
its rulebook the circumstances under
which a DMM may not open a security
17 The Exchange also proposes to increase the
frequency with which the Exchange disseminates
Order Imbalance Information between 9:20 a.m. ET
and the opening of trading for that security from
every 15 seconds to every 5 seconds. Additionally,
the Exchange’s proposal would provide that, unless
otherwise specified, all references in Rule 15 to an
opening transaction would also include a reopening
transaction following a trading halt or pause in a
security.
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electronically. Under the proposed
amendments, a DMM would not be able
to open a security electronically: (1) If
there is manually entered Floor interest;
or (2) if the opening transaction would
be at a price more than 4% away from
the reference price or the opening
transaction volume would be more than:
(a) 150,000 shares (for securities with
average opening volume of 100,000
shares or less in the previous calendar
quarter) or (b) 500,000 shares (for
securities with average opening volume
of over 100,000 shares in the previous
calendar quarter). However, if the 9:00
a.m. E-mini S&P 500 Futures price is
2% away from the prior day’s closing
price, or if the Exchanges determines
that it is necessary or appropriate for the
maintenance of a fair and orderly
market, then a DMM may open
electronically at a price up to 8% away
from the reference price, and no volume
limitation would apply to the opening
transaction.
The Exchange also proposes to allow
the Exchange CEO to temporarily
suspend (a) the price limits within
which DMMs may open electronically
and (b) the need to for a DMM to obtain
prior Floor official approval to reopen
trading electronically following a
market-wide trading halt. As with the
suspension of the requirement to
publish a pre-opening indication, the
CEO would need to consider the
relevant facts and circumstances, to
notify the Exchange’s CRO, and to
inform Commission staff.
3. Conforming Changes
In addition to the changes described
above, the Exchange proposes
conforming changes to Exchange Rules
80C, 124, and 9217.
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change, as
modified by Amendments No. 2 and 3,
is consistent with the requirements of
the Act and the rules and regulations
thereunder applicable to a national
securities exchange.18 In particular, the
Commission finds that the proposed
rule change is consistent with section
6(b)(5) of the Act,19 which requires,
among other things, that the rules of a
national securities exchange be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
18 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).
19 15 U.S.C. 78f(b)(5).
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44909
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.
In support of its proposal, the
Exchange has provided statistics
describing how the proposed modified
rules for pre-opening indication and
opening procedures would have affected
market openings on selected periods in
the past. In particular, the Exchange
provided statistics describing how the
modified rules would have affected the
Exchange’s opening on August 24, 2015,
a day that featured unusual volatility in
the equities markets surrounding the
9:30 a.m. opening.20 According to the
Exchange, on August 24, 2015, 638
stocks listed on the NYSE (or 19.37% of
all NYSE-listed stocks) were subject to
NYSE Rule 123D mandatory indication
requirements, but, under the new
proposed parameters of NYSE Rule 15
applicable on a volatile trading day (i.e.,
the proposed 10% parameter) only 278
NYSE-listed stocks (or 8.44% of all
NYSE-listed stocks) would have
required the publication of pre-opening
indications.21 Additionally, the
Exchange’s statistical analysis shows
that, while 1,682 NYSE-listed stocks on
August 24, 2015, exceeded the
parameters within which Exchange
systems would permit DMMs to conduct
an electronic open, the new proposed
parameters of NYSE Rule 123D would
have permitted DMMs to open all but
573 NYSE-listed stocks electronically.22
The Commission believes that the
Exchange’s proposed modifications to
its opening procedures are consistent
with the requirements of the Act,
because the proposed modifications
should provide greater clarity to all
market participants about the
circumstances in which DMMs have the
discretion to open trading electronically
and because they are reasonably
designed to enhance the ability of
DMMs to open (and reopen) trading on
the Exchange in a timely fashion,
particularly on days with high market
volatility, which should help to remove
impediments to and perfect the
20 See Research Note: Equity Market Volatility on
August 24, 2015, prepared by the Staff of the Office
of Analytics and Research, Division of Trading and
Markets, Commission (available at https://
www.sec.gov/marketstructure/research/equity_
market_volatility.pdf).
21 See Table 2, Notice, supra note 5.
22 See Table 5, Notice, supra note 5.
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mechanism of a free and open market
and a national market system.23
The Exchange has also proposed
procedures for publication of the preopening indications and proposed to
provide the Exchange CEO with the
power to temporarily suspend the
publication of pre-opening indications.
The Commission believes that the
Exchange’s proposed procedures for the
publication of pre-opening publications
are reasonably designed to ensure that
pre-opening procedures are more
expeditious. The Commission further
believes that providing the Exchange
CEO under certain circumstances with
the ability to temporarily suspend the
requirement for pre-opening
indications, as well as the price and
volume parameters surrounding
electronic openings by DMMs, is
reasonably designed to enhance the
ability of the Exchange to conduct
orderly openings (and reopenings)
under conditions of extreme marketwide volatility.
For the above reasons, the
Commission finds that the proposal, as
modified by Amendment Nos. 2 and 3,
is consistent with the requirements of
the Act.
IV. Solicitation of Comments on Partial
Amendment No. 3
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether Partial Amendment
No. 3 to the proposed rule change is
consistent with the Act. Comments may
be submitted by any of the following
methods:
sradovich on DSK3GDR082PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSE–2016–24 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSE–2016–24. 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
23 The Commission also believes that providing
for more frequent dissemination of the Order
Imbalance Information to market participants
during the period immediately before the open
should assist the Exchange in conducting an orderly
opening auction.
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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–NYSE–
2016–24 and should be submitted on or
before August 1, 2016.
V. Accelerated Approval of Proposed
Rule Change, as Modified by
Amendments No. 2 and 3
The Commission finds good cause to
approve the proposed rule change, as
modified by Amendments No. 2 and 3,
prior to the 30th day after the date of
publication of notice of Partial
Amendment No. 3 in the Federal
Register. In Partial Amendment No. 3,
the Exchange: (1) Stated its belief that
securities with an average daily volume
of over 500,000 shares at the open
warrant manual openings because such
high volume is likely to involve blocksized trades and a manual opening
allows the Exchange’s Floor brokers to
solicit block-sized interest to participate
in the opening; (2) replaced the term
‘‘order’’ with ‘‘orderly’’ in proposed
NYSE Rules 15(d)(2) and
123D(1)(a)(B)(ii); (3) replaced the term
‘‘consult with’’ with the term ‘‘notify’’
in proposed NYSE Rules 15(f)(2)(B) and
123D(c)(2)(B) to describe the action the
CEO of the Exchange must take if a
determination is made to suspend the
requirements under those rules; and (4)
clarified that the filing’s previous
reference to ‘‘consult with’’ the Chief
Regulatory Officer (‘‘CRO’’) of the
Exchange did not intend to create a
requirement for the CEO of the
Exchange to obtain the CRO’s approval
to make a determination under
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proposed NYSE Rules 15(f)(2)(B) and
123D(c)(2)(B).
The Commission believes that the
revisions proposed in Partial
Amendment No. 3 are designed to
clarify the meaning of the proposed
rules and do not raise any new novel
regulatory issues. Therefore, the
Commission finds that Partial
Amendment No. 3 is consistent with the
protection of investors and the public
interest. Accordingly, the Commission
finds good cause, pursuant to section
19(b)(2) of the Act,24 to approve the
proposed rule change, as modified by
Amendments No. 2 and 3, on an
accelerated basis.
VI. Conclusion
It is therefore ordered, pursuant to
section 19(b)(2) of the Act,25 that the
proposed rule change (SR–NYSE–2016–
24), as modified by Amendments No. 2
and 3, be, and hereby is, approved on
an accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.26
Brent J. Fields,
Secretary.
[FR Doc. 2016–16272 Filed 7–8–16; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
Action Subject to Intergovernmental
Review
U.S. Small Business
Administration.
ACTION: Notice of action subject to
intergovernmental review under
Executive Order 12372.
AGENCY:
The Small Business
Administration (SBA) is notifying the
public that it intends to fund grant
applications for 22 existing Small
Business Development Centers (SBDCs)
beginning October 1, 2016 subject to the
availability of funds. A description of
the SBDC program is contained in the
supplementary information below.
The SBA is publishing this notice at
least 90 days before the expected
funding date. The SBDCs mailing
addresses listed below are participating
in the intergovernmental review
process. A copy of this notice also is
being furnished to the respective State
single points of contact designated
under the Executive Order.
DATES: A State single point of contact
and other interested State or local
SUMMARY:
24 15
U.S.C. 78s(b)(2).
25 Id.
26 17
E:\FR\FM\11JYN1.SGM
CFR 200.30–3(a)(12).
11JYN1
Agencies
[Federal Register Volume 81, Number 132 (Monday, July 11, 2016)]
[Notices]
[Pages 44907-44910]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-16272]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-78228; File No. SR-NYSE-2016-24]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing of Partial Amendment No. 3 and Order Granting
Accelerated Approval of a Proposed Rule Change, as Modified by
Amendments No. 2 and 3, Relating to Pre-Opening Indications and Opening
Procedures
July 5, 2016.
I. Introduction
On March 17, 2016, New York Stock Exchange LLC (``Exchange'' or
``NYSE'') 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 its rules relating to pre-opening
indications and opening procedures. On March 30, 2016, the Exchange
filed Amendment No. 1 to the proposed rule change.\3\ On March 31,
2016, the Exchange filed Amendment No. 2 to the proposed rule
change.\4\ The proposed rule change, as modified by Amendment No. 2,
was published for comment in the Federal Register on April 6, 2016.\5\
On May 13, 2016, the Commission designated a longer period for action
on the proposed rule change.\6\ The Commission has received no comments
on the proposed rule change.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ Amendment No. 1 superseded the original filing in its
entirety.
\4\ Amendment No. 2 superseded the original filing, as modified
by Amendment No. 1, in its entirety.
\5\ See Securities Exchange Act Release No. 77491 (Mar. 31,
2016), 81 FR 20030 (``Notice'').
\6\ See Securities Exchange Act Release No. 77829, 81 FR 31670
(May 19, 2016).
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On June 23, 2016, the Exchange filed Partial Amendment No. 3 to the
proposed rule change.\7\ The Commission
[[Page 44908]]
is publishing this notice to solicit comments on Partial Amendment No.
3 from interested persons, and is approving the proposal, as modified
by Amendments No. 2 and 3, on an accelerated basis.
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\7\ In Partial Amendment No. 3, the Exchange: (1) Stated its
belief that securities with an average daily volume of over 500,000
shares at the open warrant manual openings because such a high
volume is likely to involve block-sized trades, and a manual opening
allows the Exchange's Floor brokers to solicit block-sized interest
to participate in the opening; (2) replaced the term ``order'' with
``orderly'' in proposed Rules 15(d)(2) and 123D(a)(1)(B)(ii); (3)
replaced the term ``consult with'' with the term ``notify'' in
proposed Rules 15(f)(2)(B) and 123D(c)(2)(B) to describe the action
the Exchange CEO must take if a determination is made to suspend the
requirements under those rules; and (4) clarified that the filing's
previous reference to ``consult with'' the Chief Regulatory Officer
(``CRO'') of the Exchange did not intend to create a requirement for
the Exchange CEO to obtain the CRO's approval to make a
determination under proposed Rules 15(f)(2)(B) and 123D(c)(2)(B).
Partial Amendment No. 3 is available at: https://www.sec.gov/comments/sr-nyse-2016-24/nyse201624-2.pdf.
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II. Description of the Proposal, As Modified by Amendment Nos. 2 and 3
The Exchange proposes to amend its rules relating to pre-opening
indications and other opening procedures. With respect to pre-opening
indications, the Exchange proposes to consolidate requirements for
publication of pre-opening indications in a single rule and to modify
the circumstances under which a Designated Market Maker (``DMM'') is
required to publish pre-opening indications in a security. The Exchange
also proposes to allow the Exchange CEO, under certain circumstances,
to temporarily suspend the requirement for DMMs to publish pre-opening
indications.
With respect to the opening process, the Exchange proposes to
specify in its rules that a DMM may open a security electronically only
within specified price and volume parameters, which would be doubled
during periods of extreme market-wide volatility. The Exchange also
proposes to allow the Exchange CEO, under certain circumstances, to
temporarily suspend these price and volume parameters, as well as the
existing requirement to obtain Floor official approval before opening
or reopening a security.
Finally, the Exchange proposes to delete NYSE Rule 48, and to make
conforming and technical amendments to several of its rules.
A. Current Pre-Opening Indications and Opening Process on the Exchange
1. Pre-Opening Indications and Mandatory Indications
Exchange rules currently provide for two types of published
indications before the open: pre-opening indications and mandatory
indications.
First, ``pre-opening indications'' pursuant to Exchange Rule 15 \8\
indicate the security and the price range for the anticipated opening
transaction and are published by the Exchange or by the DMM \9\ if the
opening transaction on the Exchange is anticipated to be more than a
specified price range away from the reference price.\10\ The pre-
opening indications are published on the Exchange's proprietary data
feeds rather than through the securities information processor
(``SIP'').\11\
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\8\ See NYSE Rule 15(a).
\9\ If a DMM issues a pre-opening indication or a mandatory
indication (as discussed below), the Exchange shall not publish a
pre-opening indication in that security. See NYSE Rule 15(a).
\10\ Generally, the reference price is the security's last
reported sale price on the Exchange. In the case of an initial
public offering (``IPO''), the reference price would be the offering
price. In the case of a transferred listing, the reference price
would be the last reported sale price on the prior listing market.
See NYSE Rule 15(a).
\11\ See Notice, supra note 5, at 20031. The Exchange may also
publish order imbalance information on its proprietary data feeds.
The order imbalance information contains the price at which opening
interest may be executed in full. See NYSE Rule 15(c).
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The current price ranges for pre-opening indications under Rule 15
are:
------------------------------------------------------------------------
Applicable
Exchange closing price price change
(more than)
------------------------------------------------------------------------
Under $20.00............................................ $0.50
$20-$49.99.............................................. $1.00
$50.00-$99.99........................................... $2.00
$100-$500............................................... $5.00
Above $500.............................................. 1.5%
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Second, under Exchange Rule 123D, the Exchange also requires that a
``mandatory indication'' be published if the opening price would result
in a significant price change from the previous close or if the opening
is delayed past 10:00 a.m.\12\ The applicable price parameters for the
Rule 123D mandatory indication are:
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\12\ See NYSE Rule 123D(b). When mandatory indications under
Rule 123D are published, pre-opening indications under Rule 15 are
not required.
------------------------------------------------------------------------
Price change (equal to or
Previous NYSE closing price greater than)
------------------------------------------------------------------------
Under $10.00............................ 1 dollar.
$10--$99.99............................. lesser of 10% or 3 dollars.
$100 and Over........................... 5 dollars.
------------------------------------------------------------------------
Exchange Rule 123D provides that all mandatory indications require
the supervision and approval of a Floor official and that subsequent
indications are required if a security will open outside the range of
the previous indication or if the previous indication had a wide
spread. Exchange Rule 123D also requires that a minimum period of time
elapse between the publication of the last indication and the
commencement of trading. Mandatory Indications are published to the SIP
and the Exchange's proprietary data feeds.\13\
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\13\ See Notice, supra note 5, at 20032.
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During extreme market volatility, NYSE Rule 48 provides that the
Exchange may suspend the requirements to publish pre-opening or
mandatory indications.\14\
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\14\ See NYSE Rule 48.
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2. Opening Process
Currently, the Exchange's rules provide that a DMM has the
responsibility to open its assigned securities as close to the opening
bell as possible, but that, when there is a price disparity from the
prior close, the DMM should not open trading in an ``unduly hasty''
manner. Openings on the Exchange may be done manually or
electronically, and securities may open on a quote or on a trade.
Currently, Exchange systems prevent a DMM from opening a security
electronically if the price parameters of Exchange Rule 15 (discussed
above) are exceeded or if the volume in the opening cross will exceed
100,000 shares.\15\
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\15\ In the Notice, the Exchange represented that DMM generally
opens manually when there is a pre-opening indication or a mandatory
indication. Further, the Exchange represented that its systems
prevents a DMM electronic open if a pre-opening indication is
required or if the size of the opening transaction would exceed
100,000 shares.
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B. Proposed Changes
1. Pre-Opening Indications
The Exchange proposes to consolidate pre-opening indications under
Rule 15 and mandatory indications under Rule 123D into a single type of
pre-opening indication under amended Rule 15.\16\ The Exchange also
proposes to make changes to the applicable price parameters that would
trigger a pre-opening indication, to provide for wider price parameters
on volatile trading days, and to prescribe detailed procedures for
publication of pre-opening indications. The Exchange further proposes
to authorize its CEO, in certain Floor-wide events, to temporarily
suspend the publication of pre-opening indications. The proposed pre-
opening indications would be published via both the SIP and the
Exchange's proprietary data feeds.
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\16\ See Notice, supra note 5.
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While the Exchange would retain the current definition of the
reference price used for determining when a pre-opening indication is
required, the Exchange would use different parameters for the price
movement that
[[Page 44909]]
would trigger a pre-opening indication. Instead of the current
parameters, which vary depending on a security's previous closing price
and use both dollar figures and percentages, the Exchange proposes to
require a pre-opening indication whenever a security is anticipated to
open 5% away from its reference price, except on volatile trading days.
On volatile trading days, the Exchange proposal would double the
applicable price range from 5% to 10%. The Exchange proposes to use
this wider range under three circumstances: first, if as of 9:00 a.m.
Eastern Time, the E-mini S&P 500 Futures price is more than 2% away
from its prior day's closing price; second, when there is a reopening
following a market-wide trading halt due to extraordinary market
volatility; and third, if the Exchange determines that it is necessary
or appropriate for the maintenance of a fair and orderly market.
The Exchange proposes procedures for the DMMs to follow when
required to publish the pre-opening indications, including the
requirement to obtain supervision and approval of a Floor governor, the
requirement to update pre-opening indication under certain
circumstances, the need to use best efforts to narrow the width of the
spread, the need for a delay between publishing a pre-opening
indication and opening trading, guidelines on trading halts, and the
process for reopening after a trading pause due to the Limit-Up-Limit-
Down mechanism.
The Exchange also proposes to allow the Exchange's CEO to
temporarily suspend the requirement to publish pre-opening indications
if the CEO determines that a Floor wide event is likely to impair the
DMM's ability to arrange for a fair and orderly opening. When invoking
this provision, the CEO must notify the Exchange's Chief Regulatory
Officer (``CRO'') and must inform Commission staff as promptly as
possible. Even when relieved of the obligation to publish pre-opening
indications, a DMM or the Exchange may publish a pre-opening indication
for one or more securities.\17\
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\17\ The Exchange also proposes to increase the frequency with
which the Exchange disseminates Order Imbalance Information between
9:20 a.m. ET and the opening of trading for that security from every
15 seconds to every 5 seconds. Additionally, the Exchange's proposal
would provide that, unless otherwise specified, all references in
Rule 15 to an opening transaction would also include a reopening
transaction following a trading halt or pause in a security.
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2. Opening Process
The Exchange proposes to codify in its rulebook the circumstances
under which a DMM may not open a security electronically. Under the
proposed amendments, a DMM would not be able to open a security
electronically: (1) If there is manually entered Floor interest; or (2)
if the opening transaction would be at a price more than 4% away from
the reference price or the opening transaction volume would be more
than: (a) 150,000 shares (for securities with average opening volume of
100,000 shares or less in the previous calendar quarter) or (b) 500,000
shares (for securities with average opening volume of over 100,000
shares in the previous calendar quarter). However, if the 9:00 a.m. E-
mini S&P 500 Futures price is 2% away from the prior day's closing
price, or if the Exchanges determines that it is necessary or
appropriate for the maintenance of a fair and orderly market, then a
DMM may open electronically at a price up to 8% away from the reference
price, and no volume limitation would apply to the opening transaction.
The Exchange also proposes to allow the Exchange CEO to temporarily
suspend (a) the price limits within which DMMs may open electronically
and (b) the need to for a DMM to obtain prior Floor official approval
to reopen trading electronically following a market-wide trading halt.
As with the suspension of the requirement to publish a pre-opening
indication, the CEO would need to consider the relevant facts and
circumstances, to notify the Exchange's CRO, and to inform Commission
staff.
3. Conforming Changes
In addition to the changes described above, the Exchange proposes
conforming changes to Exchange Rules 80C, 124, and 9217.
III. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change, as modified by Amendments No. 2 and 3, is consistent with the
requirements of the Act and the rules and regulations thereunder
applicable to a national securities exchange.\18\ In particular, the
Commission finds that the proposed rule change is consistent with
section 6(b)(5) of the Act,\19\ which requires, among other things,
that the rules of a national securities exchange be 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.
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\18\ 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).
\19\ 15 U.S.C. 78f(b)(5).
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In support of its proposal, the Exchange has provided statistics
describing how the proposed modified rules for pre-opening indication
and opening procedures would have affected market openings on selected
periods in the past. In particular, the Exchange provided statistics
describing how the modified rules would have affected the Exchange's
opening on August 24, 2015, a day that featured unusual volatility in
the equities markets surrounding the 9:30 a.m. opening.\20\ According
to the Exchange, on August 24, 2015, 638 stocks listed on the NYSE (or
19.37% of all NYSE-listed stocks) were subject to NYSE Rule 123D
mandatory indication requirements, but, under the new proposed
parameters of NYSE Rule 15 applicable on a volatile trading day (i.e.,
the proposed 10% parameter) only 278 NYSE-listed stocks (or 8.44% of
all NYSE-listed stocks) would have required the publication of pre-
opening indications.\21\ Additionally, the Exchange's statistical
analysis shows that, while 1,682 NYSE-listed stocks on August 24, 2015,
exceeded the parameters within which Exchange systems would permit DMMs
to conduct an electronic open, the new proposed parameters of NYSE Rule
123D would have permitted DMMs to open all but 573 NYSE-listed stocks
electronically.\22\
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\20\ See Research Note: Equity Market Volatility on August 24,
2015, prepared by the Staff of the Office of Analytics and Research,
Division of Trading and Markets, Commission (available at https://www.sec.gov/marketstructure/research/equity_market_volatility.pdf).
\21\ See Table 2, Notice, supra note 5.
\22\ See Table 5, Notice, supra note 5.
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The Commission believes that the Exchange's proposed modifications
to its opening procedures are consistent with the requirements of the
Act, because the proposed modifications should provide greater clarity
to all market participants about the circumstances in which DMMs have
the discretion to open trading electronically and because they are
reasonably designed to enhance the ability of DMMs to open (and reopen)
trading on the Exchange in a timely fashion, particularly on days with
high market volatility, which should help to remove impediments to and
perfect the
[[Page 44910]]
mechanism of a free and open market and a national market system.\23\
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\23\ The Commission also believes that providing for more
frequent dissemination of the Order Imbalance Information to market
participants during the period immediately before the open should
assist the Exchange in conducting an orderly opening auction.
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The Exchange has also proposed procedures for publication of the
pre-opening indications and proposed to provide the Exchange CEO with
the power to temporarily suspend the publication of pre-opening
indications. The Commission believes that the Exchange's proposed
procedures for the publication of pre-opening publications are
reasonably designed to ensure that pre-opening procedures are more
expeditious. The Commission further believes that providing the
Exchange CEO under certain circumstances with the ability to
temporarily suspend the requirement for pre-opening indications, as
well as the price and volume parameters surrounding electronic openings
by DMMs, is reasonably designed to enhance the ability of the Exchange
to conduct orderly openings (and reopenings) under conditions of
extreme market-wide volatility.
For the above reasons, the Commission finds that the proposal, as
modified by Amendment Nos. 2 and 3, is consistent with the requirements
of the Act.
IV. Solicitation of Comments on Partial Amendment No. 3
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether Partial Amendment
No. 3 to 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-2016-24 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSE-2016-24. 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-NYSE-2016-24 and should be
submitted on or before August 1, 2016.
V. Accelerated Approval of Proposed Rule Change, as Modified by
Amendments No. 2 and 3
The Commission finds good cause to approve the proposed rule
change, as modified by Amendments No. 2 and 3, prior to the 30th day
after the date of publication of notice of Partial Amendment No. 3 in
the Federal Register. In Partial Amendment No. 3, the Exchange: (1)
Stated its belief that securities with an average daily volume of over
500,000 shares at the open warrant manual openings because such high
volume is likely to involve block-sized trades and a manual opening
allows the Exchange's Floor brokers to solicit block-sized interest to
participate in the opening; (2) replaced the term ``order'' with
``orderly'' in proposed NYSE Rules 15(d)(2) and 123D(1)(a)(B)(ii); (3)
replaced the term ``consult with'' with the term ``notify'' in proposed
NYSE Rules 15(f)(2)(B) and 123D(c)(2)(B) to describe the action the CEO
of the Exchange must take if a determination is made to suspend the
requirements under those rules; and (4) clarified that the filing's
previous reference to ``consult with'' the Chief Regulatory Officer
(``CRO'') of the Exchange did not intend to create a requirement for
the CEO of the Exchange to obtain the CRO's approval to make a
determination under proposed NYSE Rules 15(f)(2)(B) and 123D(c)(2)(B).
The Commission believes that the revisions proposed in Partial
Amendment No. 3 are designed to clarify the meaning of the proposed
rules and do not raise any new novel regulatory issues. Therefore, the
Commission finds that Partial Amendment No. 3 is consistent with the
protection of investors and the public interest. Accordingly, the
Commission finds good cause, pursuant to section 19(b)(2) of the
Act,\24\ to approve the proposed rule change, as modified by Amendments
No. 2 and 3, on an accelerated basis.
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\24\ 15 U.S.C. 78s(b)(2).
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VI. Conclusion
It is therefore ordered, pursuant to section 19(b)(2) of the
Act,\25\ that the proposed rule change (SR-NYSE-2016-24), as modified
by Amendments No. 2 and 3, be, and hereby is, approved on an
accelerated basis.
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\25\ Id.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\26\
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\26\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2016-16272 Filed 7-8-16; 8:45 am]
BILLING CODE 8011-01-P