Self-Regulatory Organizations; NASDAQ PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Commentary .14 to Rule 3317 (Compliance With Regulation NMS Plan To Implement a Tick Size Pilot), 80134-80137 [2016-27366]
Download as PDF
80134
Federal Register / Vol. 81, No. 220 / Tuesday, November 15, 2016 / Notices
continue to have regulatory authority
over the Exchange, as is currently the
case, as well as jurisdiction over CBOE
Holdings with respect to activities
related to the Exchange.11
The Exchange is proposing no
changes to its existing operational and
trading structure in connection with the
Transaction. Upon Closing, the
Exchange will operate in essentially the
same manner as it operates today.
Therefore, the Exchange believes it will
continue to satisfy the requirements of
the Act and the rules and regulations
thereunder applicable to a national
securities exchange.
Electronic Comments
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe the
proposed rule change will impose any
burden on competition not necessary or
appropriate in furtherance of the
purposes of the Act. The proposed rule
change relates to the corporate
governance of CBOE Holdings—
specifically a change in composition of
the CBOE Holdings Board in connection
with a corporate transaction—and not
the operations of the Exchange. This is
not a competitive filing and, therefore,
imposes no burden on competition.
All submissions should refer to File
Number SR–C2–2016–022. 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
ubmissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–C2–
2016–022, and should be submitted on
or before December 6, 2016.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
mstockstill on DSK3G9T082PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the Exchange consents, the Commission
will:
A. By order approve or disapprove
such proposed rule change, or
B. institute proceedings to determine
whether the proposed rule change
should be 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:
11 See, e.g., CBOE Holdings Certificate Article
Fourteenth.
VerDate Sep<11>2014
22:00 Nov 11, 2016
Jkt 241001
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–C2–2016–022 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.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Brent J. Fields,
Secretary.
[FR Doc. 2016–27372 Filed 11–14–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79261; File No. SR–Phlx–
2016–110]
Self-Regulatory Organizations;
NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Amend
Commentary .14 to Rule 3317
(Compliance With Regulation NMS
Plan To Implement a Tick Size Pilot)
November 8, 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
31, 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 amend
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
The text of the proposed rule change
is set forth below. Proposed new
language is underlined; deleted text is
in brackets.
*
*
*
*
*
NASDAQ PHLX Rules
*
*
*
(a) through (d) No Change.
Commentary
.01–.13 No change.
.14 Until [October 31, 2016]
November 14, 2016, the treatment of
Price to Comply Orders, Price to Display
Orders, Non-Displayed Orders, and
1 15
PO 00000
CFR 200.30–3(a)(12).
Frm 00120
Fmt 4703
Sfmt 4703
*
3317. Compliance With Regulation
NMS Plan To Implement a Tick Size
Pilot
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 74892
(May 6, 2015), 80 FR 27513 (May 13, 2015)
(‘‘Approval Order’’).
2 17
12 17
*
E:\FR\FM\15NON1.SGM
15NON1
Federal Register / Vol. 81, No. 220 / Tuesday, November 15, 2016 / Notices
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 Exchange 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.
mstockstill on DSK3G9T082PROD with NOTICES
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 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 3317 to describe
changes to system functionality
necessary to implement the Plan. The
VerDate Sep<11>2014
22:00 Nov 11, 2016
Jkt 241001
Exchange also proposed amendments to
Rule 3317(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, 2016.4 Phlx
subsequently filed three Partial
Amendments to clarify aspects of the
Proposal. The Commission approved the
Proposal, as amended, on October 7,
2016.5
In SR–Phlx–2016–92, Phlx 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.6 Phlx 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–Phlx–
2016–92, Phlx proposed to delete the
relevant language from Rule 3317
related to this re-pricing functionality.
In that amendment, Phlx 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
OUCH and FLITE protocols in Test
Group Three Pilot Securities, as these
types of Orders that are currently
submitted to Phlx through the RASH or
FIX protocols are already subject to this
re-pricing functionality and will remain
subject to this functionality under the
Pilot.
In the Amendment, Phlx 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
4 See Securities Exchange Act Release No. 78835
(September 14, 2016), 81 FR 64552 (September 20,
2016) (SR–Phlx–2016–92).
5 See Securities Exchange Act Release No. 79074
(October 7, 2016) (SR–Phlx–2016–92).
6 As originally proposed, Rule 3317(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 3317(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
3317(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
Phlx Book, as applicable until such time as the
Post-Only Order is able to be ranked and displayed
at its original entered limit price.
PO 00000
Frm 00121
Fmt 4703
Sfmt 4703
80135
NBBO and/or the best price on the Phlx
book. Phlx 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. In the Amendment,
Phlx 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,
Phlx 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 Phlx systems in this
regard, and the timing related to the reprogramming.
On October 17, 2016, Phlx filed a
proposal to extend the date by which it
would complete the re-programing of 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.7 In that proposal, Phlx stated
that it anticipated that this reprogramming shall be complete on or
before October 31, 2016.8
At this time, Phlx is still determining
how to modify its systems to eliminate
the current 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. Phlx is
therefore submitting this proposal to
extend the date by which the current repricing functionality will be eliminated.
Phlx anticipates that the reprogramming to eliminate the current
re-pricing functionality shall be
completed on or before November 14,
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
7 See Securities Exchange Act Release No. 79156
(October 25, 2016) (SR–Phlx–2016–106).
Subsequent to the approval of SR–Phlx–2016–92,
Phlx 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 included those
Orders as part of SR–Phlx–2016–106 accordingly.
Price to Display Orders will be treated in the same
manner as Price to Comply Orders under the repricing functionality.
8 Id.
E:\FR\FM\15NON1.SGM
15NON1
80136
Federal Register / Vol. 81, No. 220 / Tuesday, November 15, 2016 / Notices
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 Phlx Book, as applicable
until such time as the Post-Only Order
is able to be ranked and displayed at its
original entered limit price.
mstockstill on DSK3G9T082PROD with NOTICES
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,9 in general, and furthers the
objectives of Section 6(b)(5) of the Act,10
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 Phlx’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 Phlx’s efforts
in this regard, and is being submitted in
connection with the statements made by
Phlx in SR–Phlx–2016–92 and SR–
9 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
10 15
VerDate Sep<11>2014
22:00 Nov 11, 2016
Jkt 241001
Phlx–2016–106 in proposing the
removal of this functionality.
Phlx also believes that the proposal is
consistent with the Act because the repricing functionality will not
significantly impact the data gathered
pursuant to the Pilot. Phlx 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. Phlx 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 fully operational.11 The
Exchange also notes that it is diligently
working to eliminate the current repricing functionality in Test Group
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 that it anticipates
this re-programming to be complete on
or before November 14, 2016.
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
Phlx’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
protocols, consistent with its statements
in SR–Phlx–2016–92 and SR–Phlx–
2016–106.
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 12 and
subparagraph (f)(6) of Rule 19b–4
thereunder.13
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 31, 2016, the
date that Test Group Three securities are
fully implemented and are subject to the
quoting and trading restrictions of the
Plan and, therefore, the relevant
language in Rule 3317.
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 fully
phased into the Pilot on October 31,
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.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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
12 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
14 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).
13 17
11 For example, on October 31, 2016, in the one
hundred Test Group Three securities that are
currently live, 0.06% of orders that were entered on
the NASDAQ Stock Market LLC in those securities
were entered at a price that crossed the NBBO.
PO 00000
Frm 00122
Fmt 4703
Sfmt 4703
E:\FR\FM\15NON1.SGM
15NON1
Federal Register / Vol. 81, No. 220 / Tuesday, November 15, 2016 / Notices
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.
[FR Doc. 2016–27366 Filed 11–14–16; 8:45 am]
IV. Solicitation of Comments
BILLING CODE 8011–01–P
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–
Phlx–2016–110 on the subject line.
Paper Comments
mstockstill on DSK3G9T082PROD with NOTICES
• 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–Phlx–2016–110. 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–Phlx–
2016–110, and should be submitted on
or before December 6, 2016.
VerDate Sep<11>2014
22:00 Nov 11, 2016
Jkt 241001
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Brent J. Fields,
Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79270; File No. SR–
NASDAQ–2016–153]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend Rule
7014 and the Nasdaq Growth Program
November 8, 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 November
1, 2016, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
the proposed rule change as described
in Items I, II, and III, below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Nasdaq Rule 7014, Market Quality
Incentive Programs, to modify the
volume threshold for the method under
which members may currently qualify
for the Nasdaq Growth Program
(‘‘Program’’). The Exchange also
proposes to add another method
through which members may qualify for
the Program, and to modify the manner
in which a member’s Growth Baseline is
updated.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaq.cchwallstreet.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
Exchange included statements
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00123
Fmt 4703
Sfmt 4703
80137
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Nasdaq Rule 7014, Market Quality
Incentive Programs, to modify the
volume threshold for the method under
which members may currently qualify
for the Program. The Exchange also
proposes to add another method
through which members may qualify for
the Nasdaq Growth Program
(‘‘Program’’), and to modify the manner
in which a member’s Growth Baseline is
updated.
Nasdaq recently introduced the
Nasdaq Growth Program.3 The purpose
of the Program is to provide a credit per
share executed for members that meet
certain growth criteria. The credit is
designed to provide an incentive to
members that do not qualify for other
credits under Rule 7018 in excess of the
Program credit to increase their
participation on the Exchange. The
Program will provide a member a
$0.0025 per share executed credit in
securities priced $1 or more per share if
the member meets certain criteria. The
credit will be provided in lieu of other
credits provided to the member for
displayed quotes/orders (other than
Supplemental Orders or Designated
Retail Orders) that provide liquidity
under Rule 7018, if the credit under the
Nasdaq Growth Program is greater than
the credit attained under Rule 7018. To
be eligible for the credit a member must:
(i) Add greater than 750,000 shares a
day on average during the month
through one or more of its Nasdaq
Market Center MPIDs; and (ii) increase
its shares of liquidity provided through
one or more of its Nasdaq Market Center
MPIDs as a percent of Consolidated
Volume by 25% versus the member’s
Growth Baseline.4
3 See Securities Exchange Act Release No. 78977
(September 29, 2016), 81 FR 69140 (October 5,
2016) (SR–NASDAQ–2016–132).
4 As part of this proposed rule change, Nasdaq is
amending the rule text to add the conjunctive
‘‘and’’ between these two conditions to make clear
that a member must satisfy both conditions in order
to qualify for the Program.
E:\FR\FM\15NON1.SGM
15NON1
Agencies
[Federal Register Volume 81, Number 220 (Tuesday, November 15, 2016)]
[Notices]
[Pages 80134-80137]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-27366]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79261; File No. SR-Phlx-2016-110]
Self-Regulatory Organizations; NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Amend Commentary
.14 to Rule 3317 (Compliance With Regulation NMS Plan To Implement a
Tick Size Pilot)
November 8, 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 31, 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend 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\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 74892 (May 6, 2015),
80 FR 27513 (May 13, 2015) (``Approval Order'').
---------------------------------------------------------------------------
The text of the proposed rule change is set forth below. Proposed
new language is underlined; deleted text is in brackets.
* * * * *
NASDAQ PHLX Rules
* * * * *
3317. Compliance With Regulation NMS Plan To Implement a Tick Size
Pilot
(a) through (d) No Change.
Commentary
.01-.13 No change.
.14 Until [October 31, 2016] November 14, 2016, the treatment of
Price to Comply Orders, Price to Display Orders, Non-Displayed Orders,
and
[[Page 80135]]
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
Exchange 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 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 3317 to describe changes to system functionality necessary to
implement the Plan. The Exchange also proposed amendments to Rule
3317(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.\4\ Phlx subsequently filed three Partial
Amendments to clarify aspects of the Proposal. The Commission approved
the Proposal, as amended, on October 7, 2016.\5\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 78835 (September 14,
2016), 81 FR 64552 (September 20, 2016) (SR-Phlx-2016-92).
\5\ See Securities Exchange Act Release No. 79074 (October 7,
2016) (SR-Phlx-2016-92).
---------------------------------------------------------------------------
In SR-Phlx-2016-92, Phlx 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.\6\ Phlx 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-Phlx-2016-92, Phlx proposed to delete the relevant language
from Rule 3317 related to this re-pricing functionality.
---------------------------------------------------------------------------
\6\ As originally proposed, Rule 3317(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 3317(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 3317(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 Phlx
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 that amendment, Phlx 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 OUCH and FLITE
protocols in Test Group Three Pilot Securities, as these types of
Orders that are currently submitted to Phlx through the RASH or FIX
protocols are already subject to this re-pricing functionality and will
remain subject to this functionality under the Pilot.
In the Amendment, Phlx 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 Phlx book. Phlx 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. In
the Amendment, Phlx 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, Phlx
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 Phlx
systems in this regard, and the timing related to the re-programming.
On October 17, 2016, Phlx filed a proposal to extend the date by
which it would complete the re-programing of 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.\7\ In that proposal, Phlx stated that it anticipated that
this re-programming shall be complete on or before October 31, 2016.\8\
---------------------------------------------------------------------------
\7\ See Securities Exchange Act Release No. 79156 (October 25,
2016) (SR-Phlx-2016-106). Subsequent to the approval of SR-Phlx-
2016-92, Phlx 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 included
those Orders as part of SR-Phlx-2016-106 accordingly. Price to
Display Orders will be treated in the same manner as Price to Comply
Orders under the re-pricing functionality.
\8\ Id.
---------------------------------------------------------------------------
At this time, Phlx is still determining how to modify its systems
to eliminate the current 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. Phlx is therefore submitting this proposal to
extend the date by which the current re-pricing functionality will be
eliminated. Phlx anticipates that the re-programming to eliminate the
current re-pricing functionality shall be completed on or before
November 14, 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
[[Page 80136]]
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 Phlx Book,
as applicable until such time as the Post-Only Order is able to be
ranked and displayed at its original entered limit price.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\9\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\10\ 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 Phlx'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 Phlx's
efforts in this regard, and is being submitted in connection with the
statements made by Phlx in SR-Phlx-2016-92 and SR-Phlx-2016-106 in
proposing the removal of this functionality.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
Phlx 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. Phlx 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. Phlx 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 fully operational.\11\ The Exchange also notes that it is
diligently working to eliminate the current 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 that it anticipates
this re-programming to be complete on or before November 14, 2016.
---------------------------------------------------------------------------
\11\ For example, on October 31, 2016, in the one hundred Test
Group Three securities that are currently live, 0.06% of orders that
were entered on the NASDAQ Stock Market LLC in those securities were
entered at a price that crossed the NBBO.
---------------------------------------------------------------------------
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 Phlx'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 protocols, consistent with its statements in SR-Phlx-
2016-92 and SR-Phlx-2016-106.
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 \12\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\13\
---------------------------------------------------------------------------
\12\ 15 U.S.C. 78s(b)(3)(A)(iii).
\13\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
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 31, 2016, the date that Test Group Three securities are fully
implemented and are subject to the quoting and trading restrictions of
the Plan and, therefore, the relevant language in Rule 3317.
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 fully phased into the
Pilot on October 31, 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.\14\
---------------------------------------------------------------------------
\14\ 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).
---------------------------------------------------------------------------
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
[[Page 80137]]
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-Phlx-2016-110 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-Phlx-2016-110. 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-Phlx-2016-110, and should be
submitted on or before December 6, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
---------------------------------------------------------------------------
\15\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Brent J. Fields,
Secretary.
[FR Doc. 2016-27366 Filed 11-14-16; 8:45 am]
BILLING CODE 8011-01-P