Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Add Commentary .14 to Rule 4770 (Compliance With Regulation NMS Plan To Implement a Tick Size Pilot), 75471-75473 [2016-26138]
Download as PDF
Federal Register / Vol. 81, No. 210 / Monday, October 31, 2016 / Notices
available publicly. All submissions
should refer to File Number SR–BX–
2016–054, and should be submitted on
or before November 21, 2016.
Size exception to Commentary .13 as a
technical correction.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Brent J. Fields,
Secretary.
The NASDAQ Stock Market Rules
[FR Doc. 2016–26137 Filed 10–28–16; 8:45 am]
(a) through (d) No Change.
Commentary: .01–.12 No change.
.1[2]3 For purposes of qualifying for the
Block Size exception under paragraph
(c)(3)(D)(iii) of this Rule, the Order must have
a size of 5,000 shares or more and the
resulting execution upon entry must have a
size of 5,000 shares or more in aggregate.
.14 Until October 31, 2016, the treatment
of Price to Comply Orders, Price to Display
Orders, Non-Displayed Orders, and PostOnly Orders that are entered through the
OUCH or FLITE protocols in Test Group
Three securities shall be as follows:
Following entry, and if market conditions
allow, a Price to Comply Order in a Test
Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the
NBBO until such time as the Price to Comply
Order is able to be ranked and displayed at
its original entered limit price.
Following entry, and if market conditions
allow, a Price to Display Order in a Test
Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the
NBBO until such time as the Price to Display
Order is able to be ranked and displayed at
its original entered limit price.
Following entry, and if market conditions
allow, a Non-Displayed Order in a Test
Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the
NBBO up (down) to the Order’s limit price.
Following entry, and if market conditions
allow, the Post-Only Order in a Test Group
Three Pilot Security will be adjusted
repeatedly in accordance with changes to the
NBBO or the best price on the Nasdaq Book,
as applicable until such time as the PostOnly Order is able to be ranked and
displayed at its original entered limit price.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79155; File No. SR–
NASDAQ–2016–143]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Add
Commentary .14 to Rule 4770
(Compliance With Regulation NMS
Plan To Implement a Tick Size Pilot)
October 25, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
17, 2016, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
the proposed rule change as described
in Items I and II, below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.3
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
sradovich on DSK3GMQ082PROD with NOTICES
The Exchange proposes to add
Commentary .14 to Rule 4770
(Compliance with Regulation NMS Plan
to Implement a Tick Size Pilot) to
provide the SEC with notice of its efforts
to re-program its systems to eliminate a
re-pricing functionality for certain
orders in Test Group Three securities in
connection with the Regulation NMS
Plan to Implement a Tick Size Pilot
Program (‘‘Plan’’ or ‘‘Pilot’’).4 Nasdaq
also proposes to re-number current
Commentary .12 relating to the Block
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 The text of the proposed rule change is set forth
below. Proposed new language is in italics; deleted
text is in brackets.
4 See Securities Exchange Act Release No. 74892
(May 6, 2015), 80 FR 27513 (May 13, 2015)
(‘‘Approval Order’’).
1 15
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4770. Compliance With Regulation NMS
Plan To Implement a Tick Size Pilot
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
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75471
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
On September 7, 2016, The Nasdaq
Stock Market LLC (‘‘Nasdaq’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) a proposed rule change
(‘‘Proposal’’) to adopt paragraph (d) and
Commentary .12 to Exchange Rule 4770
to describe changes to system
functionality necessary to implement
the Plan. The Exchange also proposed
amendments to Rule 4770(a) and (c) to
clarify how the Trade-at exception may
be satisfied. The SEC published the
Proposal in the Federal Register for
notice and comment on September 20,
2016.5 Nasdaq subsequently filed three
Partial Amendments to clarify aspects of
the Proposal. The Commission approved
the Proposal, as amended, on October 7,
2016.6
In SR–NASDAQ–2016–126, Nasdaq
had initially proposed a re-pricing
functionality for Price to Comply
Orders, Non-Displayed Orders, and
Post-Only Orders entered through the
OUCH and FLITE protocols in Group
Three securities.7 Nasdaq subsequently
determined that it would not offer this
re-pricing functionality for Price to
Comply Orders, Non-Displayed Orders,
and Post-Only Orders entered through
the OUCH and FLITE protocols in
Group Three securities. As part of
Partial Amendment No. 2 to SR–
NASDAQ–2016–126, Nasdaq proposed
to delete the relevant language from
Rule 4770 related to this re-pricing
functionality.
In that amendment, Nasdaq noted that
this change would only impact the
treatment of Price to Comply Orders,
Non-Displayed Orders, and Post-Only
orders that are submitted through the
5 See Securities Exchange Act Release No. 78837
(September 14, 2016), 81 FR 64544 (September 20,
2016) (SR–NASDAQ–2016–126).
6 See Securities Exchange Act Release No. 79075
(October 7, 2016) (SR–NASDAQ–2016–126).
7 As originally proposed, Rule 4770(d)(2) stated
that Price to Comply Orders in a Test Group Three
Pilot Security will be adjusted repeatedly in
accordance with changes to the NBBO until such
time as the Price to Comply Order is able to be
ranked and displayed at its original entered limit
price. Rule 4770(d)(3) stated that, if market
conditions allow, a Non-Displayed Order in a Test
Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the NBBO
up (down) to the Order’s limit price. Rule
4770(d)(4) stated that, if market conditions allow,
the Post-Only Order in a Test Group Three Pilot
Security will be adjusted repeatedly in accordance
with changes to the NBBO or the best price on the
Nasdaq Book, as applicable until such time as the
Post-Only Order is able to be ranked and displayed
at its original entered limit price.
E:\FR\FM\31OCN1.SGM
31OCN1
sradovich on DSK3GMQ082PROD with NOTICES
75472
Federal Register / Vol. 81, No. 210 / Monday, October 31, 2016 / Notices
OUCH and FLITE protocols in Test
Group Three Pilot Securities, as these
types of Orders that are currently
submitted to Nasdaq through the RASH,
QIX or FIX protocols are already subject
to this re-pricing functionality and will
remain subject to this functionality
under the Pilot.
In the Amendment, Nasdaq further
noted that its systems are currently
programmed so that Price to Comply
Orders, Non-Displayed Orders and PostOnly Orders entered through the OUCH
and FLITE protocols in Test Group
Three Securities may be adjusted
repeatedly to reflect changes to the
NBBO and/or the best price on the
Nasdaq book. Nasdaq stated that it is reprogramming its systems to remove this
functionality for Price to Comply
Orders, Non-Displayed Orders and PostOnly Orders entered through the OUCH
and FLITE protocols in Test Group
Three Securities.8 In the Amendment,
Nasdaq stated that it anticipated that
this re-programming shall be completed
no later than November 30, 2016. If it
appears that this functionality will
remain operational by October 17, 2016,
Nasdaq indicated that it would file a
proposed rule change with the SEC and
will provide notice to market
participants sufficiently in advance of
that date to provide effective notice. The
rule change and the notice to market
participants will describe the current
operation of the Nasdaq systems in this
regard, and the timing related to the reprogramming.
At this time, Nasdaq is still in the
process of re-programming its systems
to eliminate the re-pricing functionality
in Test Group Three securities for Price
to Comply Orders, Price to Display
Orders, Non-Displayed Orders, and
Post-Only Orders that are entered
through the OUCH or FLITE protocols.
Nasdaq anticipates that this reprogramming shall be complete on or
before October 31, 2016.
Therefore, the current treatment of
Price to Comply Orders, Price to Display
Orders, Non-Displayed Orders, and
Post-Only Orders that are entered
through the OUCH or FLITE protocols
in Test Group Three securities shall be
as follows:
Following entry, and if market
conditions allow, a Price to Comply
Order in a Test Group Three Pilot
Security will be adjusted repeatedly in
8 Nasdaq has become aware that this re-pricing
functionality also applies to Price to Display Orders
that are entered through the OUCH and FLITE
protocols in Test Group Three Securities, and is
including those Orders as part of this proposal
accordingly. Price to Display Orders will be treated
in the same manner as Price to Comply Orders
under the re-pricing functionality.
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Jkt 241001
accordance with changes to the NBBO
until such time as the Price to Comply
Order is able to be ranked and displayed
at its original entered limit price.
Following entry, and if market
conditions allow, a Price to Display
Order in a Test Group Three Pilot
Security will be adjusted repeatedly in
accordance with changes to the NBBO
until such time as the Price to Display
Order is able to be ranked and displayed
at its original entered limit price.
Following entry, and if market
conditions allow, a Non-Displayed
Order in a Test Group Three Pilot
Security will be adjusted repeatedly in
accordance with changes to the NBBO
up (down) to the Order’s limit price.
Following entry, and if market
conditions allow, a Post-Only Order in
a Test Group Three Pilot Security will
be adjusted repeatedly in accordance
with changes to the NBBO or the best
price on the Nasdaq Book, as applicable
until such time as the Post-Only Order
is able to be ranked and displayed at its
original entered limit price.
In addition to this proposal, Nasdaq
will also issue an Equity Trader Alert
that describes the current operation of
the Nasdaq systems in this regard, and
the timing related to the removal of this
re-pricing functionality.9
Nasdaq also proposes to re-number
Commentary .12, which relates to the
Block Size exception, to Commentary
.13. A previous filing (SR–NASDAQ–
2016–123) added Commentary to Rule
4770 that resulted in Commentary .11,
which addresses the effective date of the
Rule, being re-numbered as
Commentary .12. Nasdaq therefore
proposes to re-number the Commentary
.12 that addresses the Block Size
exception as Commentary .13.
Three securities for Price to Comply
Orders, Price to Display Orders, NonDisplayed Orders, and Post-Only Orders
that are entered through the OUCH or
FLITE protocols, and the current
treatment of such orders pending the
removal of this functionality. This
proposal is consistent with the Act
because it provides the SEC and market
participants with notice of Nasdaq’s
efforts in this regard, and is being
submitted in connection with the
statements made by Nasdaq in SR–
NASDAQ–2016–126 in proposing the
removal of this functionality.
Nasdaq also believes that the proposal
is consistent with the Act because the
re-pricing functionality will not
significantly impact the data gathered
pursuant to the Pilot. Nasdaq notes that
this re-pricing functionality only affects
Price to Comply Orders, Price to Display
Orders, Non-Displayed Orders, and
Post-Only Orders that are entered
through the OUCH or FLITE protocols
for Test Group Three securities until the
re-pricing functionality is eliminated,
and only becomes relevant when an
Order in a Test Group Three security
would cross a Protected Quotation of
another market center. Nasdaq has
analyzed data relating to the frequency
with which Orders in Test Group Three
securities are entered with a limit price
that would cross a Protected Quotation
of another market center, and believes
that the re-pricing functionality will be
triggered infrequently once Test Group
Three becomes operational.12 The
Exchange also notes that it is diligently
working to re-program its systems to
remove this re-pricing functionality, and
that it anticipates this re-programming
to be complete on or before October 31,
2016.
2. Statutory Basis
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,10 in general, and furthers the
objectives of Section 6(b)(5) of the Act,11
in particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general to protect
investors and the public interest. The
purpose of this filing is to inform the
SEC and market participants of the
status of Nasdaq’s attempts to reprogram its systems to remove the repricing functionality in Test Group
9 Nasdaq
anticipates providing additional
specificity to market participants as to the timing
of the new functionality at a later date.
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(5).
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Sfmt 4703
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 purpose
of this proposal is to provide the SEC
and market participants with notice of
Nasdaq’s efforts to remove its re-pricing
functionality in Test Group Three
securities for Price to Comply Orders,
Price to Display Orders, Non-Displayed
Orders, and Post-Only Orders that are
entered through the OUCH or FLITE
12 For example, on September 23, 2016, 0.3% of
orders in Test Group Three securities were entered
on Nasdaq at a price that crossed the NBBO. Nasdaq
believes that this number will be even lower
starting October 17, 2016, when the $0.05 tick
increment for Test Group Three securities is in
place.
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Federal Register / Vol. 81, No. 210 / Monday, October 31, 2016 / Notices
protocols, consistent with its statements
in SR–NASDAQ–2016–126.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
sradovich on DSK3GMQ082PROD with NOTICES
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, it has
become effective pursuant to Section
19(b)(3)(A)(iii) of the Act13 and
subparagraph (f)(6) of Rule 19b–4
thereunder.14
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative prior to 30 days after
the date of filing. Rule 19b–4(f)(6)(iii),
however, permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. The
Exchange requests that the Commission
waive the 30-day operative delay
contained in Rule 19b–4(f)(6)(iii) so that
this proposed change will be in
operative as of October 17, 2016, the
date that Test Group Three securities
begin to be subject to the quoting and
trading restrictions of the Plan and,
therefore, the relevant language in Rule
4770.
The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest
because it will allow the Exchange to
implement the proposed rules
immediately thereby preventing delays
in the implementation of the Plan. The
Commission notes that the Pilot started
implementation on October 3, 2016,
Test Group Three securities were
phased into the Pilot starting on October
17, 2016, and waiving the 30-day
operative delay would ensure that the
rules of the Exchange would be in place
during implementation. Therefore, the
Commission hereby waives the 30-day
operative delay and designates the
proposed rule change to be operative
upon filing with the Commission.15
13 15
U.S.C. 78s(b)(3)(A)(iii).
14 17 CFR 240.19b–4(f)(6).
15 For purposes only of waiving the operative
delay for this proposal, the Commission has
considered the proposed rule’s impact on
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17:53 Oct 28, 2016
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At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
If the Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NASDAQ–2016–143 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2016–143. 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
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
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75473
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NASDAQ–2016–143, and should be
submitted on or before November 21,
2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Brent J. Fields,
Secretary.
[FR Doc. 2016–26138 Filed 10–28–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79156; File No. SR–Phlx–
2016–106]
Self-Regulatory Organizations;
NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change to Add
Commentary .14 to Rule 3317
(Compliance With Regulation NMS
Plan To Implement a Tick Size Pilot)
October 25, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
17, 2016, NASDAQ PHLX LLC (‘‘Phlx’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I and II,
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to add
Commentary .14 to Rule 3317
(Compliance with Regulation NMS Plan
to Implement a Tick Size Pilot) to
provide the SEC with notice of its efforts
to re-program its systems to eliminate a
re-pricing functionality for certain
orders in Test Group Three securities in
connection with the Regulation NMS
Plan to Implement a Tick Size Pilot
Program (‘‘Plan’’ or ‘‘Pilot’’).3 Phlx also
16 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 74892
(May 6, 2015), 80 FR 27513 (May 13, 2015)
(‘‘Approval Order’’).
1 15
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Agencies
[Federal Register Volume 81, Number 210 (Monday, October 31, 2016)]
[Notices]
[Pages 75471-75473]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-26138]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79155; File No. SR-NASDAQ-2016-143]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Add Commentary .14 to Rule 4770 (Compliance With Regulation NMS Plan To
Implement a Tick Size Pilot)
October 25, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on October 17, 2016, The NASDAQ Stock Market LLC (``Nasdaq'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``Commission'') the proposed rule change as described in
Items I and II, below, which Items have been prepared by the Exchange.
The Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.\3\
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ The text of the proposed rule change is set forth below.
Proposed new language is in italics; deleted text is in brackets.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to add Commentary .14 to Rule 4770
(Compliance with Regulation NMS Plan to Implement a Tick Size Pilot) to
provide the SEC with notice of its efforts to re-program its systems to
eliminate a re-pricing functionality for certain orders in Test Group
Three securities in connection with the Regulation NMS Plan to
Implement a Tick Size Pilot Program (``Plan'' or ``Pilot'').\4\ Nasdaq
also proposes to re-number current Commentary .12 relating to the Block
Size exception to Commentary .13 as a technical correction.
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 74892 (May 6, 2015),
80 FR 27513 (May 13, 2015) (``Approval Order'').
* * * * *
The NASDAQ Stock Market Rules
* * * * *
4770. Compliance With Regulation NMS Plan To Implement a Tick Size
Pilot
(a) through (d) No Change.
Commentary: .01-.12 No change.
.1[2]3 For purposes of qualifying for the Block Size exception
under paragraph (c)(3)(D)(iii) of this Rule, the Order must have a
size of 5,000 shares or more and the resulting execution upon entry
must have a size of 5,000 shares or more in aggregate.
.14 Until October 31, 2016, the treatment of Price to Comply
Orders, Price to Display Orders, Non-Displayed Orders, and Post-Only
Orders that are entered through the OUCH or FLITE protocols in Test
Group Three securities shall be as follows:
Following entry, and if market conditions allow, a Price to
Comply Order in a Test Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the NBBO until such time as
the Price to Comply Order is able to be ranked and displayed at its
original entered limit price.
Following entry, and if market conditions allow, a Price to
Display Order in a Test Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the NBBO until such time as
the Price to Display Order is able to be ranked and displayed at its
original entered limit price.
Following entry, and if market conditions allow, a Non-Displayed
Order in a Test Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the NBBO up (down) to the
Order's limit price.
Following entry, and if market conditions allow, the Post-Only
Order in a Test Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the NBBO or the best price
on the Nasdaq Book, as applicable until such time as the Post-Only
Order is able to be ranked and displayed at its original entered
limit price.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
On September 7, 2016, The Nasdaq Stock Market LLC (``Nasdaq'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``Commission'') a proposed rule change (``Proposal'') to
adopt paragraph (d) and Commentary .12 to Exchange Rule 4770 to
describe changes to system functionality necessary to implement the
Plan. The Exchange also proposed amendments to Rule 4770(a) and (c) to
clarify how the Trade-at exception may be satisfied. The SEC published
the Proposal in the Federal Register for notice and comment on
September 20, 2016.\5\ Nasdaq subsequently filed three Partial
Amendments to clarify aspects of the Proposal. The Commission approved
the Proposal, as amended, on October 7, 2016.\6\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 78837 (September 14,
2016), 81 FR 64544 (September 20, 2016) (SR-NASDAQ-2016-126).
\6\ See Securities Exchange Act Release No. 79075 (October 7,
2016) (SR-NASDAQ-2016-126).
---------------------------------------------------------------------------
In SR-NASDAQ-2016-126, Nasdaq had initially proposed a re-pricing
functionality for Price to Comply Orders, Non-Displayed Orders, and
Post-Only Orders entered through the OUCH and FLITE protocols in Group
Three securities.\7\ Nasdaq subsequently determined that it would not
offer this re-pricing functionality for Price to Comply Orders, Non-
Displayed Orders, and Post-Only Orders entered through the OUCH and
FLITE protocols in Group Three securities. As part of Partial Amendment
No. 2 to SR-NASDAQ-2016-126, Nasdaq proposed to delete the relevant
language from Rule 4770 related to this re-pricing functionality.
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\7\ As originally proposed, Rule 4770(d)(2) stated that Price to
Comply Orders in a Test Group Three Pilot Security will be adjusted
repeatedly in accordance with changes to the NBBO until such time as
the Price to Comply Order is able to be ranked and displayed at its
original entered limit price. Rule 4770(d)(3) stated that, if market
conditions allow, a Non-Displayed Order in a Test Group Three Pilot
Security will be adjusted repeatedly in accordance with changes to
the NBBO up (down) to the Order's limit price. Rule 4770(d)(4)
stated that, if market conditions allow, the Post-Only Order in a
Test Group Three Pilot Security will be adjusted repeatedly in
accordance with changes to the NBBO or the best price on the Nasdaq
Book, as applicable until such time as the Post-Only Order is able
to be ranked and displayed at its original entered limit price.
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In that amendment, Nasdaq noted that this change would only impact
the treatment of Price to Comply Orders, Non-Displayed Orders, and
Post-Only orders that are submitted through the
[[Page 75472]]
OUCH and FLITE protocols in Test Group Three Pilot Securities, as these
types of Orders that are currently submitted to Nasdaq through the
RASH, QIX or FIX protocols are already subject to this re-pricing
functionality and will remain subject to this functionality under the
Pilot.
In the Amendment, Nasdaq further noted that its systems are
currently programmed so that Price to Comply Orders, Non-Displayed
Orders and Post-Only Orders entered through the OUCH and FLITE
protocols in Test Group Three Securities may be adjusted repeatedly to
reflect changes to the NBBO and/or the best price on the Nasdaq book.
Nasdaq stated that it is re-programming its systems to remove this
functionality for Price to Comply Orders, Non-Displayed Orders and
Post-Only Orders entered through the OUCH and FLITE protocols in Test
Group Three Securities.\8\ In the Amendment, Nasdaq stated that it
anticipated that this re-programming shall be completed no later than
November 30, 2016. If it appears that this functionality will remain
operational by October 17, 2016, Nasdaq indicated that it would file a
proposed rule change with the SEC and will provide notice to market
participants sufficiently in advance of that date to provide effective
notice. The rule change and the notice to market participants will
describe the current operation of the Nasdaq systems in this regard,
and the timing related to the re-programming.
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\8\ Nasdaq has become aware that this re-pricing functionality
also applies to Price to Display Orders that are entered through the
OUCH and FLITE protocols in Test Group Three Securities, and is
including those Orders as part of this proposal accordingly. Price
to Display Orders will be treated in the same manner as Price to
Comply Orders under the re-pricing functionality.
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At this time, Nasdaq is still in the process of re-programming its
systems to eliminate the re-pricing functionality in Test Group Three
securities for Price to Comply Orders, Price to Display Orders, Non-
Displayed Orders, and Post-Only Orders that are entered through the
OUCH or FLITE protocols. Nasdaq anticipates that this re-programming
shall be complete on or before October 31, 2016.
Therefore, the current treatment of Price to Comply Orders, Price
to Display Orders, Non-Displayed Orders, and Post-Only Orders that are
entered through the OUCH or FLITE protocols in Test Group Three
securities shall be as follows:
Following entry, and if market conditions allow, a Price to Comply
Order in a Test Group Three Pilot Security will be adjusted repeatedly
in accordance with changes to the NBBO until such time as the Price to
Comply Order is able to be ranked and displayed at its original entered
limit price.
Following entry, and if market conditions allow, a Price to Display
Order in a Test Group Three Pilot Security will be adjusted repeatedly
in accordance with changes to the NBBO until such time as the Price to
Display Order is able to be ranked and displayed at its original
entered limit price.
Following entry, and if market conditions allow, a Non-Displayed
Order in a Test Group Three Pilot Security will be adjusted repeatedly
in accordance with changes to the NBBO up (down) to the Order's limit
price.
Following entry, and if market conditions allow, a Post-Only Order
in a Test Group Three Pilot Security will be adjusted repeatedly in
accordance with changes to the NBBO or the best price on the Nasdaq
Book, as applicable until such time as the Post-Only Order is able to
be ranked and displayed at its original entered limit price.
In addition to this proposal, Nasdaq will also issue an Equity
Trader Alert that describes the current operation of the Nasdaq systems
in this regard, and the timing related to the removal of this re-
pricing functionality.\9\
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\9\ Nasdaq anticipates providing additional specificity to
market participants as to the timing of the new functionality at a
later date.
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Nasdaq also proposes to re-number Commentary .12, which relates to
the Block Size exception, to Commentary .13. A previous filing (SR-
NASDAQ-2016-123) added Commentary to Rule 4770 that resulted in
Commentary .11, which addresses the effective date of the Rule, being
re-numbered as Commentary .12. Nasdaq therefore proposes to re-number
the Commentary .12 that addresses the Block Size exception as
Commentary .13.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\10\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\11\ in particular, in that it is designed to
promote just and equitable principles of trade, to remove impediments
to and perfect the mechanism of a free and open market and a national
market system, and, in general to protect investors and the public
interest. The purpose of this filing is to inform the SEC and market
participants of the status of Nasdaq's attempts to re-program its
systems to remove the re-pricing functionality in Test Group Three
securities for Price to Comply Orders, Price to Display Orders, Non-
Displayed Orders, and Post-Only Orders that are entered through the
OUCH or FLITE protocols, and the current treatment of such orders
pending the removal of this functionality. This proposal is consistent
with the Act because it provides the SEC and market participants with
notice of Nasdaq's efforts in this regard, and is being submitted in
connection with the statements made by Nasdaq in SR-NASDAQ-2016-126 in
proposing the removal of this functionality.
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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(b)(5).
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Nasdaq also believes that the proposal is consistent with the Act
because the re-pricing functionality will not significantly impact the
data gathered pursuant to the Pilot. Nasdaq notes that this re-pricing
functionality only affects Price to Comply Orders, Price to Display
Orders, Non-Displayed Orders, and Post-Only Orders that are entered
through the OUCH or FLITE protocols for Test Group Three securities
until the re-pricing functionality is eliminated, and only becomes
relevant when an Order in a Test Group Three security would cross a
Protected Quotation of another market center. Nasdaq has analyzed data
relating to the frequency with which Orders in Test Group Three
securities are entered with a limit price that would cross a Protected
Quotation of another market center, and believes that the re-pricing
functionality will be triggered infrequently once Test Group Three
becomes operational.\12\ The Exchange also notes that it is diligently
working to re-program its systems to remove this re-pricing
functionality, and that it anticipates this re-programming to be
complete on or before October 31, 2016.
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\12\ For example, on September 23, 2016, 0.3% of orders in Test
Group Three securities were entered on Nasdaq at a price that
crossed the NBBO. Nasdaq believes that this number will be even
lower starting October 17, 2016, when the $0.05 tick increment for
Test Group Three securities is in place.
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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 purpose of this proposal is
to provide the SEC and market participants with notice of Nasdaq's
efforts to remove its re-pricing functionality in Test Group Three
securities for Price to Comply Orders, Price to Display Orders, Non-
Displayed Orders, and Post-Only Orders that are entered through the
OUCH or FLITE
[[Page 75473]]
protocols, consistent with its statements in SR-NASDAQ-2016-126.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
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, it has become
effective pursuant to Section 19(b)(3)(A)(iii) of the Act\13\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\14\
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\13\ 15 U.S.C. 78s(b)(3)(A)(iii).
\14\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) normally does
not become operative prior to 30 days after the date of filing. Rule
19b-4(f)(6)(iii), however, permits the Commission to designate a
shorter time if such action is consistent with the protection of
investors and the public interest. The Exchange requests that the
Commission waive the 30-day operative delay contained in Rule 19b-
4(f)(6)(iii) so that this proposed change will be in operative as of
October 17, 2016, the date that Test Group Three securities begin to be
subject to the quoting and trading restrictions of the Plan and,
therefore, the relevant language in Rule 4770.
The Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public interest
because it will allow the Exchange to implement the proposed rules
immediately thereby preventing delays in the implementation of the
Plan. The Commission notes that the Pilot started implementation on
October 3, 2016, Test Group Three securities were phased into the Pilot
starting on October 17, 2016, and waiving the 30-day operative delay
would ensure that the rules of the Exchange would be in place during
implementation. Therefore, the Commission hereby waives the 30-day
operative delay and designates the proposed rule change to be operative
upon filing with the Commission.\15\
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\15\ For purposes only of waiving the operative delay for this
proposal, the Commission has considered the proposed rule's impact
on efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NASDAQ-2016-143 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NASDAQ-2016-143. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NASDAQ-2016-143, and should
be submitted on or before November 21, 2016.
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\16\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
Brent J. Fields,
Secretary.
[FR Doc. 2016-26138 Filed 10-28-16; 8:45 am]
BILLING CODE 8011-01-P