Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to Rule 4554 Reporting Requirements for Alternative Trading Systems, 93720-93722 [2016-30689]
Download as PDF
93720
Federal Register / Vol. 81, No. 245 / Wednesday, December 21, 2016 / Notices
The Exchange now seeks to extend
the exemption until June 30, 2017.5 The
Exchange’s request was made in
conjunction with an immediately
effective filing that extends the
operation of the Program through the
same date.6 In its request to extend the
exemption, the Exchange notes that the
participation in the Program has
increased more recently. Accordingly,
the Exchange has asked for additional
time to allow itself and the Commission
to analyze more robust data concerning
the Program, which the Exchange
committed to provide to the
Commission.7 For this reason and the
reasons stated in the Order originally
granting the limited exemption, the
Commission finds that extending the
exemption, pursuant to its authority
under Rule 612(c) of Regulation NMS, is
appropriate in the public interest and
consistent with the protection of
investors.
Therefore, it is hereby ordered that,
pursuant to Rule 612(c) of Regulation
NMS, the Exchange is granted a limited
exemption from Rule 612 of Regulation
NMS that allows it to accept and rank
orders priced equal to or greater than
$1.00 per share in increments of $0.001,
in connection with the operation of its
Retail Liquidity Program, until June 30,
2017.
The limited and temporary exemption
extended by this Order is subject to
modification or revocation if at any time
the Commission determines that such
action is necessary or appropriate in
furtherance of the purposes of the
Securities Exchange Act of 1934.
Responsibility for compliance with any
applicable provisions of the Federal
securities laws must rest with the
persons relying on the exemption that is
the subject of this Order.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Brent J. Fields,
Secretary.
[FR Doc. 2016–30814 Filed 12–20–16; 8:45 am]
asabaliauskas on DSK3SPTVN1PROD with NOTICES
BILLING CODE 8011–01–P
5 See Letter from Martha Redding, Assistant
Secretary, NYSE, to Brent J. Fields, Secretary,
Securities and Exchange Commission, dated
November 28, 2016.
6 See Securities Exchange Act Release No. 79495
(Dec. 7, 2016), 81 FR 90033 (Dec. 13, 2016) (SR–
NYSEArca–2016–157).
7 See Order, supra note 2, 78 FR at 79529.
8 17 CFR 200.30–3(a)(83).
VerDate Sep<11>2014
18:38 Dec 20, 2016
Jkt 241001
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79570; File No. SR–FINRA–
2016–045]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Relating to Rule 4554
Reporting Requirements for
Alternative Trading Systems
December 15, 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 December
8, 2016, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) 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 FINRA. FINRA has
designated the proposed rule change as
constituting a ‘‘non-controversial’’ rule
change under paragraph (f)(6) of Rule
19b–4 under the Act,3 which renders
the proposal effective upon receipt of
this filing by the Commission.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
FINRA is proposing to amend Rule
4554 to require alternative trading
systems (‘‘ATSs’’) to submit additional
order information to FINRA.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA 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,
FINRA 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. FINRA has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
2 17
PO 00000
Frm 00066
Fmt 4703
Sfmt 4703
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
FINRA proposes to amend Rule 4554
(Alternative Trading Systems—
Recording and Reporting Requirements
of Order and Execution Information for
NMS Stocks) to require ATSs to provide
additional order sequence information
on reports submitted to the Order Audit
Trail System (‘‘OATS’’). In May 2016,
the SEC approved Rule 4554 to further
enhance FINRA’s ability to reconstruct
an ATS’s order book and better perform
its order-based surveillance, which
includes surveillance for layering, quote
spoofing and mid-point pricing
manipulation. To accomplish this, Rule
4554 requires ATSs to report order
information for each order they receive
in an NMS stock beyond that set forth
in the OATS rules, such as order repricing events (e.g., changes to an order
that is pegged to the National Best Bid
or Offer (‘‘NBBO’’)) and order display
and reserve size information.4 Rule 4554
sets forth four categories of reporting
requirements: (1) Data to be reported by
all ATSs at the time of order receipt; (2)
data to be reported by all ATSs at the
time of order execution; (3) data to be
reported by ATSs that display
subscriber orders; and (4) data specific
to ATSs that are registered as ADF
Trading Centers.
Rule 4554(b) requires that all ATSs
report eight categories of information at
the time of order receipt, including the
sequence number assigned to the order
event by the ATS’s matching engine.5
4 See Securities Exchange Act Release No. 77798
(May 10, 2016), 81 FR 30395 (May 16, 2016) (SR–
FINRA–2016–010). With the exception of the
requirement for ATSs to report sequence numbers,
Rule 4554 was implemented on November 7, 2016.
See Regulatory Notice 16–28 (August 2016). FINRA
delayed the implementation for the requirement to
report sequence numbers until the requirement
could be extended to apply to all OATS reports. See
Securities Exchange Act Release No. 79289
(November 10, 2016), 81 FR 81202 (November 17,
2016) (Notice of Filing and Immediate Effectiveness
of SR–FINRA–2016–041).
5 Rule 4554(b)(8). Rule 4554(b) also requires all
ATSs, at the time of order receipt, to report: (1)
Whether the ATS displays subscriber orders outside
of the ATS and, if the ATS displays subscriber
orders outside of the ATS, whether subscriber
orders are displayed to subscribers only, or are
distributed for publication in the consolidated
quotation data; (2) whether the ATS is an ADF
Trading Center as defined in FINRA Rule 6220; (3)
whether the order can be routed away from the ATS
for execution; (4) whether there are any counterparty restrictions on the order; (5) a unique
identifier representing the specific order type other
than market and limit orders that have no other
special handling instructions; (6) the NBBO (or
relevant reference price) in effect at the time of
order receipt and the timestamp of when the ATS
captured the effective NBBO (or relevant reference
E:\FR\FM\21DEN1.SGM
21DEN1
Federal Register / Vol. 81, No. 245 / Wednesday, December 21, 2016 / Notices
asabaliauskas on DSK3SPTVN1PROD with NOTICES
After further evaluation of the need for
the sequence number in other order
events, FINRA proposes to amend this
requirement to require ATSs to report a
sequence number for all OATS event
types, not just for order receipt,
including reports for the execution of an
order or the routing of an order away
from the ATS.6 FINRA is proposing to
extend the requirement to report a
sequence number beyond order receipt
because, without a sequence number on
all order events, FINRA is unable to
properly sequence events when a single
ATS MPID reports order events in the
same symbol with identical
timestamps.7 Requiring ATSs to report a
sequence number for all OATS order
events, rather than just order receipt,
will further enable FINRA to properly
sequence order events within an ATS,
which will allow FINRA to more fully
reconstruct an ATS’s order book and
better perform order-based surveillance,
including surveillance for layering,
quote spoofing and mid-point pricing
manipulation.
FINRA notes that the expansion of the
requirement to report a sequence
number with all order events mirrors
the proposed requirement from
Regulatory Notice 14–51. As discussed
in the filing for SR–FINRA–2016–010,
FINRA initially solicited comment on
the proposal for ATSs to report order
information to OATS in Regulatory
Notice 14–51.8 As part of the proposal
set forth in the Regulatory Notice, ATSs
exceeding the proposed volume
threshold would have been required to
report certain order information and
‘‘would provide, for every order, the
ATS book sequence identifier and the
associated OATS identifier, which
would link information about that order
to the related information and full
lifecycle reported to OATS.’’ 9 None of
the commenters on that proposal
specifically addressed the provision of
sequence numbers on order reports.
In response to a comment on the
proposed rule change filed with the
Commission, FINRA clarified that it was
price); and (7) the market data feed the ATS used
to obtain the NBBO (or relevant reference price).
6 FINRA is proposing to move the provision into
a separate paragraph to reflect this change.
7 The occurrence of identical timestamps in these
circumstances is not infrequent. For example, on a
recent reporting day, over 13% of ATS order events
within a single ATS MPID and symbol contained
an identical timestamp.
8 See Securities Exchange Act Release No. 77269
(March 1, 2016), 81 FR 11851, 11854–55 (March 7,
2016).
9 Regulatory Notice 14–51. The volume threshold
proposed in the Regulatory Notice was removed as
part of the proposed rule change approved by the
Commission. See Securities Exchange Act Release
No. 77269 (March 1, 2016), 81 FR 11851, 11854–
55 (March 7, 2016).
VerDate Sep<11>2014
18:38 Dec 20, 2016
Jkt 241001
not mandating a particular or uniform
format by which ATSs must report
sequence numbers and that reporting
sequence numbers as they currently
exist in an ATS will satisfy the
requirement.10 The same clarification is
true with the expansion of the
requirement beyond reporting order
receipt (i.e., an ATS may report all
sequence numbers as they currently
exist in the ATS rather than in a
particular or uniform format).
FINRA has filed the proposed rule
change for immediate effectiveness.
FINRA will announce the
implementation date of the proposed
rule change no later than 30 days
following Commission notice of the
filing of the proposed rule change for
immediate effectiveness. The
implementation date will be no later
than 145 days after the date of the filing.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,11 which
requires, among other things, that
FINRA rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest, and Section 15A(b)(9) of
the Act,12 which requires that FINRA
rules not impose any burden on
competition that is not necessary or
appropriate. FINRA believes that this
proposed rule change is consistent with
the Act because requiring sequence
numbers on all OATS reports will
further enhance FINRA’s ability to
surveil activity occurring within an ATS
by providing FINRA with additional
information that can be integrated into
FINRA’s surveillance patterns to
support alert generation and analysis.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed changes will apply equally to
all similarly situated ATSs. FINRA also
notes that the proposed rule change is
designed to assist FINRA in meeting its
regulatory obligations by enhancing its
ability to efficiently surveil activity
occurring within ATSs and across
markets. FINRA believes that, because
ATSs are already required to include
10 See Securities Exchange Act Release No. 77798
(May 10, 2016), 81 FR 30395, 30397 (May 16, 2016).
11 15 U.S.C. 78o¥3(b)(6).
12 15 U.S.C. 78o¥3(b)(9).
PO 00000
Frm 00067
Fmt 4703
Sfmt 4703
93721
sequence numbers on new order reports
pursuant to Rule 4554 as approved by
the Commission, including sequence
numbers on additional order events will
not be overly burdensome.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor 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) of the Act 13 and Rule 19b–
4(f)(6) thereunder.14
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
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 rulecomments@sec.gov. Please include File
Number SR–FINRA–2016–045 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–FINRA–2016–045. This file
13 15
14 17
E:\FR\FM\21DEN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
21DEN1
93722
Federal Register / Vol. 81, No. 245 / Wednesday, December 21, 2016 / Notices
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of FINRA. 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–FINRA–
2016–045, and should be submitted on
or before January 11, 2017.
‘‘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.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Eduardo A. Aleman,
Assistant Secretary.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2016–30689 Filed 12–20–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79562; File No. SR–
ISEGemini–2016–20]
Self-Regulatory Organizations; ISE
Gemini, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Remove Direct Debit
for Market Data Products
asabaliauskas on DSK3SPTVN1PROD with NOTICES
December 15, 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 December
1, 2016, ISE Gemini, LLC (‘‘ISE Gemini’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
18:38 Dec 20, 2016
Jkt 241001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to remove
direct debit for market data products, as
described in more detail below.
The text of the proposed rule change
is available on the Exchange’s Web site
at www.ise.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
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.
1. Purpose
The purpose of the proposed rule
change is to remove direct debit for
market data products. Today, the
Exchange requires all of its members to
provide a clearing account number at
the National Securities Clearing
Corporation (‘‘NSCC’’) for purposes of
permitting the Exchange to debit any
undisputed or final fees, fines, charges
and/or other monetary sanctions or
monies due and owing to the
Exchange.3 Specifically, Rule 209
currently requires members, and all
applicants for registration as such to
provide a clearing account number for
an account at NSCC for purposes of
permitting the Exchange to debit any
undisputed or final fees,4 fines, charges
and/or other monetary sanctions or
3 See Securities Exchange Act Release No. 79013
(September 30, 2016), 81 FR 69556 (October 6,
2016) (SR–ISEGemini–2016–12).
4 Exchange fees are noted on the Exchange
Schedule of Fees, available at: https://www.ise.com/
geminifees.
PO 00000
Frm 00068
Fmt 4703
Sfmt 4703
monies due and owing to the Exchange 5
or other charges related to Rules 205
and 206.6 The proposed amendment
would exclude from Rule 209 the fees
set forth in Chapter V (Market Data) of
the Exchange’s Schedule of Fees 7 to
harmonize the direct debit process
across all Nasdaq Exchanges.8
The Exchange proposes that this rule
change become operative on December
1, 2016. On November 23, 2016, the
Exchange applied direct debit to its
members for October 2016 billing 9
pursuant to the process currently in
place. Under the proposed amendment
and starting December 2016, the
Exchange will bill the market data fees
separately and will continue to direct
debit its members for all of the other
fees that are covered under Rule 209, in
each case for the previous month’s
billing.
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 foster cooperation and
coordination with persons engaged in
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general to protect investors and the
public interest by providing members
with a harmonized process to pay
undisputed or final fees, fines, charges
and/or monetary sanctions or monies
due and owing to the Exchange.
5 This includes, among other things, fines which
result from the imposition of fines pursuant to
Rules 1611, Judgment and Sanction; and 1614,
Imposition of Fines for Minor Rules Violations.
With respect to disciplinary sanctions that are
imposed by either the Business Conduct Committee
or a Hearing Panel, the Exchange would not debit
any monies until such action is final. The Exchange
would not consider an action final until all appeal
periods have run and/or all appeal timeframes are
exhausted. With respect to non-disciplinary actions,
the Exchange would similarly not take action to
debit a Member account until all appeal periods
have run and/or all appeal timeframes are
exhausted. Any uncontested disciplinary or nondisciplinary actions will be debited, and the
amount due will appear on the Member’s invoice
prior to the actual NSCC debit.
6 See ISE Gemini Rules 205 (Participant Fees) and
206 (Liability for Payment of Fees).
7 See note 4.
8 The NASDAQ Stock Market LLC, The NASDAQ
Options Market LLC, NASDAQ PHLX LLC, and
NASDAQ BX, Inc. (the ‘‘Nasdaq Exchanges’’) do not
direct debit any fees for market data products.
9 The debit for October 2016 billing included all
outstanding fees, including the fees for market data,
through October 1, 2016.
10 15 U.S.C. 78f(b).
11 15 U.S.C. 78f(b)(5).
E:\FR\FM\21DEN1.SGM
21DEN1
Agencies
[Federal Register Volume 81, Number 245 (Wednesday, December 21, 2016)]
[Notices]
[Pages 93720-93722]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-30689]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79570; File No. SR-FINRA-2016-045]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change Relating to Rule 4554 Reporting Requirements for
Alternative Trading Systems
December 15, 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 December 8, 2016, Financial Industry Regulatory Authority, Inc.
(``FINRA'') 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 FINRA. FINRA has
designated the proposed rule change as constituting a ``non-
controversial'' rule change under paragraph (f)(6) of Rule 19b-4 under
the Act,\3\ which renders the proposal effective upon receipt of this
filing by the Commission.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
FINRA is proposing to amend Rule 4554 to require alternative
trading systems (``ATSs'') to submit additional order information to
FINRA.
The text of the proposed rule change is available on FINRA's Web
site at https://www.finra.org, at the principal office of FINRA 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, FINRA 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. FINRA 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
FINRA proposes to amend Rule 4554 (Alternative Trading Systems--
Recording and Reporting Requirements of Order and Execution Information
for NMS Stocks) to require ATSs to provide additional order sequence
information on reports submitted to the Order Audit Trail System
(``OATS''). In May 2016, the SEC approved Rule 4554 to further enhance
FINRA's ability to reconstruct an ATS's order book and better perform
its order-based surveillance, which includes surveillance for layering,
quote spoofing and mid-point pricing manipulation. To accomplish this,
Rule 4554 requires ATSs to report order information for each order they
receive in an NMS stock beyond that set forth in the OATS rules, such
as order re-pricing events (e.g., changes to an order that is pegged to
the National Best Bid or Offer (``NBBO'')) and order display and
reserve size information.\4\ Rule 4554 sets forth four categories of
reporting requirements: (1) Data to be reported by all ATSs at the time
of order receipt; (2) data to be reported by all ATSs at the time of
order execution; (3) data to be reported by ATSs that display
subscriber orders; and (4) data specific to ATSs that are registered as
ADF Trading Centers.
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 77798 (May 10,
2016), 81 FR 30395 (May 16, 2016) (SR-FINRA-2016-010). With the
exception of the requirement for ATSs to report sequence numbers,
Rule 4554 was implemented on November 7, 2016. See Regulatory Notice
16-28 (August 2016). FINRA delayed the implementation for the
requirement to report sequence numbers until the requirement could
be extended to apply to all OATS reports. See Securities Exchange
Act Release No. 79289 (November 10, 2016), 81 FR 81202 (November 17,
2016) (Notice of Filing and Immediate Effectiveness of SR-FINRA-
2016-041).
---------------------------------------------------------------------------
Rule 4554(b) requires that all ATSs report eight categories of
information at the time of order receipt, including the sequence number
assigned to the order event by the ATS's matching engine.\5\
[[Page 93721]]
After further evaluation of the need for the sequence number in other
order events, FINRA proposes to amend this requirement to require ATSs
to report a sequence number for all OATS event types, not just for
order receipt, including reports for the execution of an order or the
routing of an order away from the ATS.\6\ FINRA is proposing to extend
the requirement to report a sequence number beyond order receipt
because, without a sequence number on all order events, FINRA is unable
to properly sequence events when a single ATS MPID reports order events
in the same symbol with identical timestamps.\7\ Requiring ATSs to
report a sequence number for all OATS order events, rather than just
order receipt, will further enable FINRA to properly sequence order
events within an ATS, which will allow FINRA to more fully reconstruct
an ATS's order book and better perform order-based surveillance,
including surveillance for layering, quote spoofing and mid-point
pricing manipulation.
---------------------------------------------------------------------------
\5\ Rule 4554(b)(8). Rule 4554(b) also requires all ATSs, at the
time of order receipt, to report: (1) Whether the ATS displays
subscriber orders outside of the ATS and, if the ATS displays
subscriber orders outside of the ATS, whether subscriber orders are
displayed to subscribers only, or are distributed for publication in
the consolidated quotation data; (2) whether the ATS is an ADF
Trading Center as defined in FINRA Rule 6220; (3) whether the order
can be routed away from the ATS for execution; (4) whether there are
any counter-party restrictions on the order; (5) a unique identifier
representing the specific order type other than market and limit
orders that have no other special handling instructions; (6) the
NBBO (or relevant reference price) in effect at the time of order
receipt and the timestamp of when the ATS captured the effective
NBBO (or relevant reference price); and (7) the market data feed the
ATS used to obtain the NBBO (or relevant reference price).
\6\ FINRA is proposing to move the provision into a separate
paragraph to reflect this change.
\7\ The occurrence of identical timestamps in these
circumstances is not infrequent. For example, on a recent reporting
day, over 13% of ATS order events within a single ATS MPID and
symbol contained an identical timestamp.
---------------------------------------------------------------------------
FINRA notes that the expansion of the requirement to report a
sequence number with all order events mirrors the proposed requirement
from Regulatory Notice 14-51. As discussed in the filing for SR-FINRA-
2016-010, FINRA initially solicited comment on the proposal for ATSs to
report order information to OATS in Regulatory Notice 14-51.\8\ As part
of the proposal set forth in the Regulatory Notice, ATSs exceeding the
proposed volume threshold would have been required to report certain
order information and ``would provide, for every order, the ATS book
sequence identifier and the associated OATS identifier, which would
link information about that order to the related information and full
lifecycle reported to OATS.'' \9\ None of the commenters on that
proposal specifically addressed the provision of sequence numbers on
order reports.
---------------------------------------------------------------------------
\8\ See Securities Exchange Act Release No. 77269 (March 1,
2016), 81 FR 11851, 11854-55 (March 7, 2016).
\9\ Regulatory Notice 14-51. The volume threshold proposed in
the Regulatory Notice was removed as part of the proposed rule
change approved by the Commission. See Securities Exchange Act
Release No. 77269 (March 1, 2016), 81 FR 11851, 11854-55 (March 7,
2016).
---------------------------------------------------------------------------
In response to a comment on the proposed rule change filed with the
Commission, FINRA clarified that it was not mandating a particular or
uniform format by which ATSs must report sequence numbers and that
reporting sequence numbers as they currently exist in an ATS will
satisfy the requirement.\10\ The same clarification is true with the
expansion of the requirement beyond reporting order receipt (i.e., an
ATS may report all sequence numbers as they currently exist in the ATS
rather than in a particular or uniform format).
---------------------------------------------------------------------------
\10\ See Securities Exchange Act Release No. 77798 (May 10,
2016), 81 FR 30395, 30397 (May 16, 2016).
---------------------------------------------------------------------------
FINRA has filed the proposed rule change for immediate
effectiveness. FINRA will announce the implementation date of the
proposed rule change no later than 30 days following Commission notice
of the filing of the proposed rule change for immediate effectiveness.
The implementation date will be no later than 145 days after the date
of the filing.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(6) of the Act,\11\ which requires, among
other things, that FINRA rules must be designed to prevent fraudulent
and manipulative acts and practices, to promote just and equitable
principles of trade, and, in general, to protect investors and the
public interest, and Section 15A(b)(9) of the Act,\12\ which requires
that FINRA rules not impose any burden on competition that is not
necessary or appropriate. FINRA believes that this proposed rule change
is consistent with the Act because requiring sequence numbers on all
OATS reports will further enhance FINRA's ability to surveil activity
occurring within an ATS by providing FINRA with additional information
that can be integrated into FINRA's surveillance patterns to support
alert generation and analysis.
---------------------------------------------------------------------------
\11\ 15 U.S.C. 78o-3(b)(6).
\12\ 15 U.S.C. 78o-3(b)(9).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA does not believe that the proposed rule change will result in
any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act. The proposed changes will apply
equally to all similarly situated ATSs. FINRA also notes that the
proposed rule change is designed to assist FINRA in meeting its
regulatory obligations by enhancing its ability to efficiently surveil
activity occurring within ATSs and across markets. FINRA believes that,
because ATSs are already required to include sequence numbers on new
order reports pursuant to Rule 4554 as approved by the Commission,
including sequence numbers on additional order events will not be
overly burdensome.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor 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) of the Act \13\ and Rule 19b-
4(f)(6) thereunder.\14\
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or disapproved.
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-FINRA-2016-045 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-FINRA-2016-045. This
file
[[Page 93722]]
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of FINRA. 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-FINRA-2016-045, and should
be submitted on or before January 11, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
---------------------------------------------------------------------------
\15\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2016-30689 Filed 12-20-16; 8:45 am]
BILLING CODE 8011-01-P