Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Rule 6.1(b)(41) and Rule 6.4, 62944-62947 [2016-21911]
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62944
Federal Register / Vol. 81, No. 177 / Tuesday, September 13, 2016 / Notices
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
MIAX–2016–30 on the subject line.
Paper Comments
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• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–MIAX–2016–30. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–MIAX–
2016–30, and should be submitted on or
before October 4, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Brent J. Fields,
Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[FR Doc. 2016–21913 Filed 9–12–16; 8:45 am]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend Rule 6.1(b)(41)
and Rule 6.4
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission will hold a closed meeting
on Thursday, September 15, 2016 at 2
p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
will attend the closed meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or her designee, has
certified that, in her opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(3), (5), (7), 9(B) and (10)
and 17 CFR 200.402(a)(3), (a)(5), (a)(7),
(a)(9)(ii) and (a)(10), permit
consideration of the scheduled matter at
the closed meeting.
Commissioner Stein, as duty officer,
voted to consider the items listed for the
closed meeting in closed session.
The subject matter of the closed
meeting will be:
Institution and settlement of
injunctive actions;
Institution and settlement of
administrative proceedings; and
Other matters relating to enforcement
proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact Brent J. Fields from the Office of
the Secretary at (202) 551–5400.
Dated: September 8, 2016.
Brent J. Fields,
Secretary.
[FR Doc. 2016–22035 Filed 9–9–16; 11:15 am]
[Release No. 34–78779; File No. SR–
NYSEARCA–2016–127]
September 7, 2016.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
September 6, 2016, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the self-regulatory
organization. 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 amend
Rule 6.1(b)(41) and Rule 6.4. The
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization 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 those 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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the filing is to amend
Rule 6.1(b)(41) and Rule 6.4, so as to
allow the listing and trading of options
with Wednesday expirations.
BILLING CODE 8011–01–P
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
15 17
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Federal Register / Vol. 81, No. 177 / Tuesday, September 13, 2016 / Notices
Currently, under the Short Term
Option Series Program, the Exchange
may open for trading on any Thursday
or Friday that is a business day series
of options on that class that expire on
each of the next five Fridays, provided
that such Friday is not a Friday in
which monthly options series or
Quarterly Options Series expire (‘‘Short
Term Option Series’’). The Exchange is
now proposing to amend its rule to
permit the listing of options expiring on
Wednesdays. Specifically, the Exchange
is proposing that it may open for trading
on any Tuesday or Wednesday that is a
business day, series of options on the
SPDR S&P 500 ETF Trust (SPY) to
expire on any Wednesday of the month
that is a business day and is not a
Wednesday in which Quarterly Options
Series expire (‘‘Wednesday SPY
Expirations’’). The proposed Wednesday
SPY Expiration series will be similar to
the current Short Term Option Series,
with certain exceptions, as explained in
greater detail below. The Exchange
notes that having Wednesday
expirations is not a novel proposal.
Specifically, the Chicago Board Options
Exchange, Incorporated (‘‘CBOE’’)
recently received approval to list
Wednesday expirations for broad-based
indexes.4 The Commission also recently
approved a proposal by the BOX
Options Exchange LLC (‘‘BOX’’) to list
Wednesday expirations for SPY
Options.5
In regards to Wednesday SPY
Expirations, the Exchange is proposing
to remove the current restriction
preventing the Exchange from listing
Short Term Option Series that expire in
the same week in which monthly option
series in the same class expire.
Specifically, the Exchange will be
allowed to list Wednesday SPY
Expirations in the same week in which
monthly option series in SPY expire.
The current restriction to prohibit the
expiration of monthly and Short Term
Option Series from expiring on the same
trading day is reasonable to avoid
investor confusion. This confusion will
not apply with Wednesday SPY
Expirations and standard monthly
options because they will not expire on
the same trading day, as standard
monthly options do not expire on
Wednesdays. Additionally, it would
lead to investor confusion if Wednesday
SPY Expirations were not listed for one
week every month because there was a
4 See Securities Exchange Act Release No. 76909
(January 14, 2016), 81 FR 3512 (January 21, 2016)
(Order Approving SR–CBOE–2015–106).
5 See Securities Exchange Act Release No. 78668
(August 24, 2016), 81 FR 59696 (August 30, 2016)
(Order Approving SR–BOX–2016–28).
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monthly SPY expiration on the Friday
of that week.
Under the proposed Wednesday SPY
Expirations, the Exchange may list up to
five consecutive Wednesday SPY
Expirations at one time. The Exchange
may have no more than a total of five
Wednesday SPY Expirations listed. This
is the same listing procedure as Short
Term Option Series that expire on
Fridays. The Exchange is also proposing
to clarify that the five expiration limit
in the current Short Term Option Series
Program Rule will not include any
Wednesday SPY Expirations. This
means, under the proposal, the
Exchange would be allowed to list five
Short Term Option Series expirations
for SPY expiring on Friday under the
current rule and five Wednesday SPY
Expirations. The interval between strike
prices for the proposed Wednesday SPY
Expirations will be the same as those for
the current Short Term Option Series.
Specifically, the Wednesday SPY
Expirations will have $0.50 strike
intervals.
Currently, for each Short Term Option
Expiration Date,6 the Exchange is
limited to opening thirty (30) series for
each expiration date for the specific
class. The thirty (30) series restriction
does not include series that are open by
other securities exchanges under their
respective short term option rules;
NYSE Arca may list these additional
series that are listed by other exchanges.
The thirty (30) series restriction shall
apply to Wednesday SPY Expiration
series as well. In addition, the Exchange
will be able to list series that are listed
by other exchanges, assuming they file
similar rules with the Commission to
list SPY options expiring on
Wednesdays.
As is the case with current Short
Term Option Series, the Wednesday
SPY Expiration series will be P.M.settled. The Exchange does not believe
that any market disruptions will be
encountered with the introduction of
P.M.-settled Wednesday SPY
Expirations. The Exchange currently
trades P.M.-settled Short Term Option
Series that expire almost every Friday,
which provide market participants a
tool to hedge special events and to
reduce the premium cost of buying
protection. The Exchange seeks to
introduce Wednesday SPY Expirations
to, among other things, expand hedging
6 The Exchange may open for trading on any
Thursday or Friday that is a business day series of
options on that class that expire on each of the next
five Fridays that are business days and are not
Fridays in which monthly options series or
Quarterly Options Series expire (‘‘Short Term
Option Expiration Dates’’). See Rule 6.4,
Commentary .07.
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62945
tools available to market participants
and to continue the reduction of the
premium cost of buying protection. The
Exchange believes that Wednesday
expirations, similar to Friday
expirations, would allow market
participants to purchase an option based
on their timing as needed and allow
them to tailor their investment and
hedging needs more effectively.
The Exchange is also amending the
definition of Short Term Option Series
to make clear that it includes
Wednesday expirations. Specifically,
the Exchange is amending the definition
to expand Short Term Option Series to
those listed on any Tuesday or
Wednesday and that expire on the
Wednesday of the next business week.
If a Tuesday or Wednesday is not a
business day, the series may be opened
(or shall expire) on the first business
day immediately prior to that Tuesday
or Wednesday. The Exchange is also
revising portions of the definition that
have not been updated to reflect
changes in the Short Term Options
rules. Specifically, the Exchange
proposes to rename One Week options
as Short Term options so that reference
to the product is consistent across Rule
6.1(b)(41). The Exchange also proposes
to amend Rule 6.1(b)(41) to clarify that
Short Term Options may be opened and
may expire on a Tuesday, Wednesday
and Thursday, in addition to Friday
which was already a part of the rule.
The proposed changes are nonsubstantive and are intended to add
clarity to Exchange rules.
The Exchange believes that the
introduction of Wednesday SPY
Expirations will provide investors with
a flexible and valuable tool to manage
risk exposure, minimize capital outlays,
and be more responsive to the timing of
events affecting the industry.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) 7 of the
Securities Exchange Act of 1934 (the
‘‘Act’’), in general, and furthers the
objectives of Section 6(b)(5),8 in
particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, and to remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system.
In particular, the Exchange believes
the Short Term Option Series Program
7 15
8 15
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U.S.C. 78f(b).
U.S.C. 78f(b)(5).
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Federal Register / Vol. 81, No. 177 / Tuesday, September 13, 2016 / Notices
has been successful to date and that
Wednesday SPY Expirations simply
expand the ability of investors to hedge
risk against market movements
stemming from economic releases or
market events that occur throughout the
month in the same way that the Short
Term Option Series Program has
expanded the landscape of hedging.
Similarly, the Exchange believes
Wednesday SPY Expirations should
create greater trading and hedging
opportunities and flexibility, and
provide customers with the ability to
more closely tailor their investment
objectives. The Exchange believes that
allowing Wednesday SPY Expirations
and monthly SPY expirations in the
same week will benefit investors and
minimize investor confusion by
providing Wednesday SPY Expirations
in a continuous and uniform manner.
The Exchange believes that the
proposed non-substantive changes to
Rule 6.1(b)(41) would remove
impediments to and perfect the
mechanism of a free and open market
and national market system by
providing greater clarity to the rule text
regarding the listing and trading of
Short Term Options on the Exchange.
Finally, the Exchange represents that
it has an adequate surveillance program
in place to detect manipulative trading
in Wednesday SPY Expirations in the
same way it monitors trading in the
current Short Term Option Series. The
Exchange also represents that it has the
necessary systems capacity to support
the new options series.
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B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange notes that having Wednesday
expirations is not a novel proposal.9 The
Exchange does not believe the proposal
will impose any burden on intramarket
competition, as all market participants
will be treated in the same manner.
Additionally, the Exchange does not
believe the proposal will impose any
burden on intermarket competition, as
nothing prevents the other options
exchanges from proposing similar rules
to those that the Exchange is currently
proposing.
9 See
supra, notes 4 and 5.
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, the
proposed rule change has 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 under
Rule 19b–4(f)(6) normally does not
become operative for 30 days from the
date of filing. However, Rule 19b–
4(f)(6)(iii) 12 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
Commission notes that it recently
approved BOX’s substantially similar
proposal to list and trade Wednesday
SPY Expirations.13 The Exchange has
stated that waiver of the operative delay
will allow the Exchange to list and trade
Wednesday SPY Expirations as soon as
possible, and therefore, promote
competition among the option
exchanges. For these reasons, the
Commission believes that the proposed
rule change presents no novel issues
and that waiver of the 30-day operative
delay is consistent with the protection
of investors and the public interest, and
will allow the Exchange to remain
competitive with other exchanges.
Therefore, the Commission hereby
waives the 30-day operative delay and
designates the proposal effective upon
filing.14 At any time within 60 days of
10 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intention to
file 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. The Exchange has satisfied this
requirement.
12 17 CFR 240.19b–4(f)(6)(iii).
13 See supra note 5.
14 For purposes only of waiving the 30-day
operative delay, the Commission has also
11 17
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the filing of the proposed rule change,
the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSEArca–2016–127 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–NYSEArca–2016–127. 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
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
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Federal Register / Vol. 81, No. 177 / Tuesday, September 13, 2016 / Notices
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–
NYSEArca–2016–127 and should be
submitted on or before October 4, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Brent J. Fields,
Secretary.
[FR Doc. 2016–21911 Filed 9–12–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78777; File No. SR–MSRB–
2016–12]
Self-Regulatory Organizations;
Municipal Securities Rulemaking
Board; Notice of Filing of a Proposed
Rule Change to MSRB Rules G–15 and
G–30 To Require Disclosure of MarkUps and Mark-Downs to Retail
Customers on Certain Principal
Transactions and To Provide Guidance
on Prevailing Market Price
September 7, 2016.
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Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Exchange Act’’ or ‘‘Act’’) 1 and Rule
19b–4 thereunder,2 notice is hereby
given that on September 2, 2016 the
Municipal Securities Rulemaking Board
(the ‘‘MSRB’’ or ‘‘Board’’) filed with the
Securities and Exchange Commission
(the ‘‘SEC’’ or ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the MSRB. 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 MSRB filed with the Commission
a proposed rule change to amend MSRB
Rule G–15, on confirmation, clearance,
settlement and other uniform practice
requirements with respect to customer
transactions, and MSRB Rule G–30, on
prices and commissions, (the ‘‘proposed
rule change’’) to require brokers, dealers
and municipal securities dealers
(collectively, ‘‘dealers’’) to disclose
mark-ups and mark-downs to retail
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Jkt 238001
customers on certain principal
transactions and to provide dealers
guidance on prevailing market price for
the purpose of calculating mark-ups and
mark-downs and other Rule G–30
determinations.
If the Commission approves the
proposed rule change, the MSRB will
announce the effective date of the
proposed rule change no later than 90
days following Commission approval.
The effective date will be no later than
365 days following Commission
approval.
The text of the proposed rule change
is available on the MSRB’s Web site at
www.msrb.org/Rules-andInterpretations/SEC-Filings/2016Filings.aspx, at the MSRB’s principal
office, and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
MSRB 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 MSRB 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
Proposed Amendments to Rule G–15
The MSRB is proposing to amend
Rule G–15 to require dealers to provide
additional pricing information on
customer confirmations in connection
with specified municipal securities
transactions with retail customers.
Specifically, if a dealer trades as
principal with a retail (i.e., noninstitutional) customer in a municipal
security, the dealer must disclose the
dealer’s mark-up or mark-down
(collectively, ‘‘mark-up,’’ unless the
context requires otherwise) from the
prevailing market price for the security
on the customer confirmation, if the
dealer also executes one or more
offsetting principal transaction(s) on the
same trading day as the customer, on
the same side of the market as the
customer, in an aggregate size that meets
or exceeds the size of the customer
trade.
Many dealers already are required to
disclose additional pricing information
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62947
to customers for certain types of
transactions under certain
circumstances. Pursuant to Exchange
Act Rule 10b–10, dealers effecting
equity transactions in which they act in
a riskless principal capacity must
disclose on the customer confirmation
the difference between the price to the
customer and the dealer’s
contemporaneous purchase or sale
price.3 Pursuant to Rule G–15, dealers
effecting municipal securities
transactions in which they act in an
agent capacity must disclose on the
customer confirmation the amount of
remuneration received from the
customer in connection with the
transaction (i.e., the commission).
The MSRB has conducted analyses of
various data reported to its Electronic
Municipal Market Access (EMMA®)
system 4 in order to evaluate the
potential need for the proposed mark-up
disclosure rule. Over the period from
July 1, 2015 through September 30, 2015
(Q3 2015),5 the average daily number of
retail-size 6 customer transactions in the
secondary market for municipal
securities in which the dealer acted in
a principal capacity was 15,538. The
transactions were mainly concentrated
3 See 17 CFR 240.10b–10. Under Rule 10b–10,
where a broker or dealer is acting as principal for
its own account and is not a market maker in an
equity security, and receives a customer order in
that equity security that it executes by means of a
principal trade to offset the contemporaneous trade
with the customer, the rule requires the broker or
dealer to disclose the difference between the price
to the customer and the dealer’s contemporaneous
purchase (for customer purchases) or sale price (for
customer sales). See Rule 10b–10(a)(2)(ii)(A). Where
the broker or dealer acts as principal for any other
transaction in a defined National Market System
stock, or an equity security that is listed on a
national securities exchange and is subject to last
sale reporting, the rule requires the broker or dealer
to report the reported trade price, the price to the
customer in the transaction, and the difference, if
any, between the reported trade price and the price
to the customer. See Rule 10b–10(a)(2)(ii)(B).
4 EMMA is a registered trademark of the MSRB.
5 Q3 2015 trading activity was substantially
similar to trading activity in the preceding two and
following one quarter. For example, the total
number of trades reported to EMMA in Q3 2015
was 2,319,070 while the average number of trades
reported to EMMA per quarter in 2015 was
2,305,705. Similarly, the number of retail-size,
customer transactions in the secondary market in
which the dealer acted in a principal capacity in Q3
2015 was 994,409 while the average number of
trades per quarter with the same characteristics
during 2015 was 980,809.
6 The data reported to the MSRB do not indicate
whether the customer purchasing or selling a
security has an ‘‘institutional’’ account as defined
in Rule G–8(a)(xi). Therefore, for the purposes of
the analysis included here, the MSRB has defined
a ‘‘retail-size’’ transaction as any customer
transaction with a reported trade amount of 100
bonds or fewer or a face value of $100,000 or less.
The MSRB recognizes that this proxy for retail
customers may, in some cases, include transactions
with institutional account holders and may also fail
to include transactions with some retail customers.
E:\FR\FM\13SEN1.SGM
13SEN1
Agencies
[Federal Register Volume 81, Number 177 (Tuesday, September 13, 2016)]
[Notices]
[Pages 62944-62947]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-21911]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-78779; File No. SR-NYSEARCA-2016-127]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Amend Rule
6.1(b)(41) and Rule 6.4
September 7, 2016.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on September 6, 2016, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I and II
below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rule 6.1(b)(41) and Rule 6.4. The
proposed rule change is available on the Exchange's Web site at
www.nyse.com, at the principal office of the Exchange, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
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 those 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 parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the filing is to amend Rule 6.1(b)(41) and Rule 6.4,
so as to allow the listing and trading of options with Wednesday
expirations.
[[Page 62945]]
Currently, under the Short Term Option Series Program, the Exchange
may open for trading on any Thursday or Friday that is a business day
series of options on that class that expire on each of the next five
Fridays, provided that such Friday is not a Friday in which monthly
options series or Quarterly Options Series expire (``Short Term Option
Series''). The Exchange is now proposing to amend its rule to permit
the listing of options expiring on Wednesdays. Specifically, the
Exchange is proposing that it may open for trading on any Tuesday or
Wednesday that is a business day, series of options on the SPDR S&P 500
ETF Trust (SPY) to expire on any Wednesday of the month that is a
business day and is not a Wednesday in which Quarterly Options Series
expire (``Wednesday SPY Expirations''). The proposed Wednesday SPY
Expiration series will be similar to the current Short Term Option
Series, with certain exceptions, as explained in greater detail below.
The Exchange notes that having Wednesday expirations is not a novel
proposal. Specifically, the Chicago Board Options Exchange,
Incorporated (``CBOE'') recently received approval to list Wednesday
expirations for broad-based indexes.\4\ The Commission also recently
approved a proposal by the BOX Options Exchange LLC (``BOX'') to list
Wednesday expirations for SPY Options.\5\
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\4\ See Securities Exchange Act Release No. 76909 (January 14,
2016), 81 FR 3512 (January 21, 2016) (Order Approving SR-CBOE-2015-
106).
\5\ See Securities Exchange Act Release No. 78668 (August 24,
2016), 81 FR 59696 (August 30, 2016) (Order Approving SR-BOX-2016-
28).
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In regards to Wednesday SPY Expirations, the Exchange is proposing
to remove the current restriction preventing the Exchange from listing
Short Term Option Series that expire in the same week in which monthly
option series in the same class expire. Specifically, the Exchange will
be allowed to list Wednesday SPY Expirations in the same week in which
monthly option series in SPY expire. The current restriction to
prohibit the expiration of monthly and Short Term Option Series from
expiring on the same trading day is reasonable to avoid investor
confusion. This confusion will not apply with Wednesday SPY Expirations
and standard monthly options because they will not expire on the same
trading day, as standard monthly options do not expire on Wednesdays.
Additionally, it would lead to investor confusion if Wednesday SPY
Expirations were not listed for one week every month because there was
a monthly SPY expiration on the Friday of that week.
Under the proposed Wednesday SPY Expirations, the Exchange may list
up to five consecutive Wednesday SPY Expirations at one time. The
Exchange may have no more than a total of five Wednesday SPY
Expirations listed. This is the same listing procedure as Short Term
Option Series that expire on Fridays. The Exchange is also proposing to
clarify that the five expiration limit in the current Short Term Option
Series Program Rule will not include any Wednesday SPY Expirations.
This means, under the proposal, the Exchange would be allowed to list
five Short Term Option Series expirations for SPY expiring on Friday
under the current rule and five Wednesday SPY Expirations. The interval
between strike prices for the proposed Wednesday SPY Expirations will
be the same as those for the current Short Term Option Series.
Specifically, the Wednesday SPY Expirations will have $0.50 strike
intervals.
Currently, for each Short Term Option Expiration Date,\6\ the
Exchange is limited to opening thirty (30) series for each expiration
date for the specific class. The thirty (30) series restriction does
not include series that are open by other securities exchanges under
their respective short term option rules; NYSE Arca may list these
additional series that are listed by other exchanges. The thirty (30)
series restriction shall apply to Wednesday SPY Expiration series as
well. In addition, the Exchange will be able to list series that are
listed by other exchanges, assuming they file similar rules with the
Commission to list SPY options expiring on Wednesdays.
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\6\ The Exchange may open for trading on any Thursday or Friday
that is a business day series of options on that class that expire
on each of the next five Fridays that are business days and are not
Fridays in which monthly options series or Quarterly Options Series
expire (``Short Term Option Expiration Dates''). See Rule 6.4,
Commentary .07.
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As is the case with current Short Term Option Series, the Wednesday
SPY Expiration series will be P.M.-settled. The Exchange does not
believe that any market disruptions will be encountered with the
introduction of P.M.-settled Wednesday SPY Expirations. The Exchange
currently trades P.M.-settled Short Term Option Series that expire
almost every Friday, which provide market participants a tool to hedge
special events and to reduce the premium cost of buying protection. The
Exchange seeks to introduce Wednesday SPY Expirations to, among other
things, expand hedging tools available to market participants and to
continue the reduction of the premium cost of buying protection. The
Exchange believes that Wednesday expirations, similar to Friday
expirations, would allow market participants to purchase an option
based on their timing as needed and allow them to tailor their
investment and hedging needs more effectively.
The Exchange is also amending the definition of Short Term Option
Series to make clear that it includes Wednesday expirations.
Specifically, the Exchange is amending the definition to expand Short
Term Option Series to those listed on any Tuesday or Wednesday and that
expire on the Wednesday of the next business week. If a Tuesday or
Wednesday is not a business day, the series may be opened (or shall
expire) on the first business day immediately prior to that Tuesday or
Wednesday. The Exchange is also revising portions of the definition
that have not been updated to reflect changes in the Short Term Options
rules. Specifically, the Exchange proposes to rename One Week options
as Short Term options so that reference to the product is consistent
across Rule 6.1(b)(41). The Exchange also proposes to amend Rule
6.1(b)(41) to clarify that Short Term Options may be opened and may
expire on a Tuesday, Wednesday and Thursday, in addition to Friday
which was already a part of the rule. The proposed changes are non-
substantive and are intended to add clarity to Exchange rules.
The Exchange believes that the introduction of Wednesday SPY
Expirations will provide investors with a flexible and valuable tool to
manage risk exposure, minimize capital outlays, and be more responsive
to the timing of events affecting the industry.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) \7\ of the
Securities Exchange Act of 1934 (the ``Act''), in general, and furthers
the objectives of Section 6(b)(5),\8\ in particular, in that it is
designed to prevent fraudulent and manipulative acts and practices, to
promote just and equitable principles of trade, to foster cooperation
and coordination with persons engaged in facilitating transactions in
securities, and to remove impediments to and perfect the mechanisms of
a free and open market and a national market system.
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\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(5).
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In particular, the Exchange believes the Short Term Option Series
Program
[[Page 62946]]
has been successful to date and that Wednesday SPY Expirations simply
expand the ability of investors to hedge risk against market movements
stemming from economic releases or market events that occur throughout
the month in the same way that the Short Term Option Series Program has
expanded the landscape of hedging. Similarly, the Exchange believes
Wednesday SPY Expirations should create greater trading and hedging
opportunities and flexibility, and provide customers with the ability
to more closely tailor their investment objectives. The Exchange
believes that allowing Wednesday SPY Expirations and monthly SPY
expirations in the same week will benefit investors and minimize
investor confusion by providing Wednesday SPY Expirations in a
continuous and uniform manner.
The Exchange believes that the proposed non-substantive changes to
Rule 6.1(b)(41) would remove impediments to and perfect the mechanism
of a free and open market and national market system by providing
greater clarity to the rule text regarding the listing and trading of
Short Term Options on the Exchange.
Finally, the Exchange represents that it has an adequate
surveillance program in place to detect manipulative trading in
Wednesday SPY Expirations in the same way it monitors trading in the
current Short Term Option Series. The Exchange also represents that it
has the necessary systems capacity to support the new options series.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. The Exchange notes that having
Wednesday expirations is not a novel proposal.\9\ The Exchange does not
believe the proposal will impose any burden on intramarket competition,
as all market participants will be treated in the same manner.
Additionally, the Exchange does not believe the proposal will impose
any burden on intermarket competition, as nothing prevents the other
options exchanges from proposing similar rules to those that the
Exchange is currently proposing.
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\9\ See supra, notes 4 and 5.
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, the proposed rule
change has become effective pursuant to Section 19(b)(3)(A) of the Act
\10\ and Rule 19b-4(f)(6) thereunder.\11\
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\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intention to file 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.
The Exchange has satisfied this requirement.
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A proposed rule change filed under Rule 19b-4(f)(6) normally does
not become operative for 30 days from the date of filing. However, Rule
19b-4(f)(6)(iii) \12\ 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 Commission notes that it recently approved
BOX's substantially similar proposal to list and trade Wednesday SPY
Expirations.\13\ The Exchange has stated that waiver of the operative
delay will allow the Exchange to list and trade Wednesday SPY
Expirations as soon as possible, and therefore, promote competition
among the option exchanges. For these reasons, the Commission believes
that the proposed rule change presents no novel issues and that waiver
of the 30-day operative delay is consistent with the protection of
investors and the public interest, and will allow the Exchange to
remain competitive with other exchanges. Therefore, the Commission
hereby waives the 30-day operative delay and designates the proposal
effective upon filing.\14\ At any time within 60 days of the filing of
the proposed rule change, the Commission summarily may temporarily
suspend such rule change if it appears to the Commission that such
action is necessary or appropriate in the public interest, for the
protection of investors, or otherwise in furtherance of the purposes of
the Act. If the Commission takes such action, the Commission shall
institute proceedings to determine whether the proposed rule should be
approved or disapproved.
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\12\ 17 CFR 240.19b-4(f)(6)(iii).
\13\ See supra note 5.
\14\ 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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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-NYSEArca-2016-127 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-NYSEArca-2016-127. 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
[[Page 62947]]
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-NYSEArca-2016-127 and should be submitted on or before October 4,
2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2016-21911 Filed 9-12-16; 8:45 am]
BILLING CODE 8011-01-P