Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Adopt Rules 5220 and 9560 and Amend Rule 8313, 25856-25862 [2017-11502]
Download as PDF
25856
Federal Register / Vol. 82, No. 106 / Monday, June 5, 2017 / Notices
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 will also 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–
BatsBYX–2017–11 and should be
submitted on or before June 26, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.61
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–11504 Filed 6–2–17; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80807; File No. SR–NYSE–
2017–21]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Adopt Rules
5220 and 9560 and Amend Rule 8313
May 30, 2017.
asabaliauskas on DSKBBXCHB2PROD with NOTICES
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 May 17,
2017, New York Stock Exchange LLC
(‘‘NYSE’’ 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 (1) a new
Rule 5220 that defines and prohibits
two types of disruptive quoting and
trading activity on the Exchange; (2) a
new Rule 9560 governing supplemental
expedited suspension proceedings; and
(3) amendments to Rule 8313 to permit
release to the public of suspension
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
17:31 Jun 02, 2017
Jkt 241001
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
61 17
notices and orders issued pursuant to
proposed Rule 9560. The proposed rule
change is available on the Exchange’s
Web site at www.nyse.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
1. Purpose
The Exchange proposes (1) a new
Rule 5220 that defines and prohibits
two types of disruptive quoting and
trading activity on the Exchange; (2) a
new Rule 9560 governing supplemental
expedited suspension proceedings; and
(3) amendments to Rule 8313 (Release of
Disciplinary Complaints, Decisions and
Other Information) to permit release to
the public of suspension notices and
orders issued pursuant to proposed Rule
9560.
The proposed rule change is based on
rules recently adopted by Bats BZX
Exchange, Inc., formerly known as
BATS Exchange, Inc. (‘‘BATS’’), and
The Nasdaq Stock Market LLC
(‘‘NASDAQ’’).3 The proposed rules are
3 On February 18, 2016, the SEC approved a
proposed rule change filed by BATS to adopt new
BATS Rule 12.15, which prohibits certain types of
disruptive quoting and trading activities, and BATS
Rule 8.17, which permits BATS to conduct a new
expedited suspension proceeding when it believes
BATS Rule 12.15 has been violated. See Securities
Exchange Act Release No. 77171 (February 18,
2016), 81 FR 9017 (February 23, 2016) (SR–BATS–
2015–101) (‘‘BATS Approval Order’’); see also
Securities Exchange Act Release No. 77606 (April
13, 2016), 81 FR 23026 (April 19, 2016) (SR–
BatsEDGA–2016–03) (adopting identical rules for
Bats EDGA Exchange, Inc.); Securities Exchange Act
Release No. 77602 (April 13, 2016), 81 FR 23046
(April 19, 2016) (SR–BatsBYX–2016–03) (adopting
identical rules for Bats BYX Exchange, Inc.);
Securities Exchange Act Release No. 77589 (April
12, 2016), 81 FR 22691 (April 18, 2016) (SR–
BatsEDGX–2016–04) (adopting identical rules for
Bats EDGX Exchange, Inc.). On May 19, 2016,
NASDAQ filed a substantially similar proposed rule
change with the SEC for immediate effectiveness.
See Securities Exchange Act Release No. 77913
PO 00000
Frm 00102
Fmt 4703
Sfmt 4703
the same as those adopted by BATS and
NASDAQ, with the following
exceptions discussed below: (1)
Conforming references to reflect the
Exchange’s membership; and (2) the call
for review process in proposed Rule
9560(f). The Exchange believes that
having consistent rules for issuing a
cease and desist order on an expedited
basis as other self-regulatory
organizations (‘‘SROs’’) to halt certain
disruptive and manipulative quoting
and trading activity would enhance the
Exchange’s ability to protect investors
and market integrity.
Background
As a national securities exchange
registered pursuant to Section 6 of the
Act, the Exchange is required to be
organized and to have the capacity to
enforce compliance by its member
organizations and persons associated
with its member organizations, with the
Act, the rules and regulations
thereunder, and the Exchange’s Rules.4
Further, the Exchange’s Rules are
required to 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.’’ 5
In fulfilling these requirements, the
Exchange has developed a
comprehensive regulatory program that
includes automated surveillance of
trading activity operated directly by
Exchange staff. When disruptive and
potentially manipulative or improper
quoting and trading activity is
identified, the Exchange conducts an
investigation into the activity and
requests documents and information. To
the extent violations of the Act, the
rules and regulations thereunder, or
Exchange Rules are identified, the
Exchange will commence disciplinary
proceedings, which could result in,
among other things, a censure, a
requirement to take certain remedial
actions, one or more restrictions on
future business activities, a monetary
fine, or a temporary or permanent ban
from the securities industry.
The process described above, from the
identification of disruptive and
(May 25, 2016), 81 FR 35081 (June 1, 2016) (SR–
NASDAQ–2016–074). NASDAQ has also extended
the rule to other exchanges. See, e.g., Securities
Exchange Act Release No. 78208 (June 30, 2016), 81
FR 44366 (July 7, 2016) (SR–NASDAQ–2016–092).
Similarly, the Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) also recently prohibited
disruptive quoting and trading and amended its
procedural rules. See Securities Exchange Act
Release No. 76361 (November 21, 2016), 81 FR
85650 (November 28, 2016) (SR–FINRA–2016–043).
4 15 U.S.C. 78f(b)(1).
5 15 U.S.C. 78f(b)(1).
E:\FR\FM\05JNN1.SGM
05JNN1
Federal Register / Vol. 82, No. 106 / Monday, June 5, 2017 / Notices
potentially manipulative or improper
quoting and trading activity to a final
resolution of the matter, can often take
several years. The Exchange believes
that this time period sometimes is
necessary and appropriate to afford
adequate due process, particularly in
complex cases. However, as described
below, the Exchange believes that there
are certain obvious and uncomplicated
cases of disruptive and manipulative
behavior or cases where the potential
harm to investors is so large that the
Exchange should have the authority to
initiate an expedited suspension
proceeding in order to stop the behavior
from continuing on the Exchange. In
recent years, several cases have been
brought and resolved by the Exchange
and other SROs involving allegations of
wide-spread market manipulation,
much of which was ultimately being
conducted by foreign persons and
entities using relatively rudimentary
technology to access the markets and
over which the Exchange and other
SROs had no direct jurisdiction. In each
case, the conduct involved a pattern of
disruptive quoting and trading activity
indicative of manipulative layering 6 or
spoofing.7
The Exchange and other SROs were
able to identify the disruptive quoting
and trading activity in real-time or near
real-time; nonetheless, the parties
responsible for such conduct or
responsible for their customers’ conduct
continued the disruptive quoting and
trading activity on the Exchange and
other exchanges during the entirety of
the subsequent lengthy investigation
and enforcement process. To
supplement other Exchange Rules on
which it may already rely to stop such
activity from continuing, the Exchange
believes that it should have additional
authority to initiate expedited
suspension proceedings in order to stop
behavior from continuing on the
Exchange if a member organization or a
person associated with its member
organization is engaging in or
facilitating disruptive quoting and
trading activity and the member
organization or associated person has
asabaliauskas on DSKBBXCHB2PROD with NOTICES
6 ‘‘Layering’’
can include a form of market
manipulation in which multiple, non-bona fide
limit orders are entered on one side of the market
at various price levels in order to create the
appearance of a change in the levels of supply and
demand, thereby artificially moving the price of the
security. An order is then executed on the opposite
side of the market at the artificially created price,
and the non-bona fide orders are cancelled.
7 ‘‘Spoofing’’ can include a form of market
manipulation that involves the market manipulator
placing non-bona fide orders that are intended to
trigger some type of market movement and/or
response from other market participants, from
which the market manipulator might benefit by
trading bona fide orders.
VerDate Sep<11>2014
17:31 Jun 02, 2017
Jkt 241001
received sufficient notice with an
opportunity to respond, but such
activity has not ceased. The following
examples involving the Exchange and
its affiliate NYSE Arca, Inc. (‘‘NYSE
Arca’’), are instructive regarding the
rationale for the proposed rule change.
In July 2012, Biremis Corp. (formerly
Swift Trade Securities USA, Inc.)
(‘‘Biremis’’) and its CEO were barred
from the securities industry for, among
other things, supervisory violations
related to a failure by Biremis to detect
and prevent disruptive and allegedly
manipulative trading activities,
including layering, short sale violations,
and anti-money laundering violations.8
Biremis’ sole business was providing
trade execution services via a
proprietary day trading platform and
order management system to day traders
located in foreign jurisdictions. Thus,
the disruptive and allegedly
manipulative trading activity
introduced by Biremis to U.S. markets
originated directly or indirectly from its
foreign clients. The pattern of disruptive
and allegedly manipulative quoting and
trading activity was widespread across
multiple exchanges, and the Exchange,
FINRA, and other SROs identified clear
patterns of the behavior in 2007 and
2008. Although Biremis and its
principals were on notice of the
disruptive and allegedly manipulative
quoting and trading activity that was
occurring, Biremis took little to no
action to attempt to supervise or prevent
such quoting and trading activity until
at least 2009. Even when it put some
controls in place, they were deficient
and the pattern of disruptive and
allegedly manipulative trading activity
continued to occur. As noted above, the
final resolution of the enforcement
action to bar the firm and its CEO from
the industry was not concluded until
2012, four years after the disruptive and
allegedly manipulative trading activity
was first identified.
In September of 2012, Hold Brothers
On-Line Investment Services, Inc.
(‘‘Hold Brothers’’) settled a regulatory
action in connection with its provision
of a trading platform, trade software and
trade execution, support and clearing
services for day traders.9 Many traders
using the firm’s services were located in
foreign jurisdictions. Hold Brothers
ultimately settled the action with
FINRA and several exchanges, including
NYSE Arca, for a total monetary fine of
$3.4 million. In a separate action, the
8 See Biremis Corp. and Peter Beck, FINRA Letter
of Acceptance, Waiver and Consent No.
2010021162202, July 30, 2012.
9 See Hold Brothers On-Line Investment Services,
LLC, FINRA Letter of Acceptance, Waiver and
Consent No. 20100237710001, September 25, 2012.
PO 00000
Frm 00103
Fmt 4703
Sfmt 4703
25857
Firm settled with the Commission for a
monetary fine of $2.5 million.10 Among
the alleged violations in the case were
disruptive and allegedly manipulative
quoting and trading activity, including
spoofing, layering, wash trading, and
pre-arranged trading. Through its
conduct and insufficient procedures and
controls, Hold Brothers also allegedly
committed anti-money laundering
violations by failing to detect and report
manipulative and suspicious trading
activity. Hold Brothers was alleged to
have not only provided foreign traders
with access to the U.S. markets to
engage in such activities, but that its
principals also owned and funded
foreign subsidiaries that engaged in the
disruptive and allegedly manipulative
quoting and trading activity. Although
the pattern of disruptive and allegedly
manipulative quoting and trading
activity was identified in 2009, as noted
above, the enforcement action was not
concluded until 2012. Thus, although
disruptive and allegedly manipulative
quoting and trading was promptly
detected, it continued for several years.
The Exchange also notes that criminal
proceedings were initiated against
Navinder Singh Sarao for manipulative
trading activity, including forms of
layering and spoofing in the futures
markets, that were identified as a
contributing factor to the ‘‘Flash Crash’’
of 2010, and yet continued through
2015. In November 2016, Mr. Sarao pled
guilty to one count each of wire fraud
and spoofing.11
The Exchange believes that the
activities described in the cases above
provide justification for the proposed
rule change, which is described below.
Proposed Rule Change
Proposed Rule 5220
The Exchange proposes to adopt new
Rule 5220 of the Exchange’s Conduct
Rules to define and prohibit disruptive
quoting and trading activity on the
Exchange. Proposed Rule 5220(a) would
prohibit member organizations and
covered persons 12 from engaging in or
10 In the Matter of Hold Brothers On-Line
Investment Services, LLC, Exchange Act Release No.
67924, September 25, 2012.
11 The plea agreement in United States v.
Navinder Singh Sarao, Docket Number: 1:15–CR–
00075–1 (N.D. Ill.), is available at https://
www.justice.gov/criminal-fraud/file/910196/
download.
12 Rule 9120(g) defines ‘‘covered person’’ to
include a member, principal executive, approved
person, registered or nonregistered employee of a
member organization, or other person (excluding a
member organization) subject to the jurisdiction of
the Exchange. Rule 2(b) defines ‘‘member
organization’’ as a registered broker or dealer
(unless exempt pursuant to the Act) that is a
E:\FR\FM\05JNN1.SGM
Continued
05JNN1
asabaliauskas on DSKBBXCHB2PROD with NOTICES
25858
Federal Register / Vol. 82, No. 106 / Monday, June 5, 2017 / Notices
facilitating disruptive quoting and
trading activity on the Exchange, as
described in proposed Rule 5220(b)(1)
and (2), including acting in concert with
other persons to effect such activity. The
Exchange believes that it is necessary to
extend the prohibition to situations
when persons are acting in concert to
avoid a potential loophole where
disruptive quoting and trading activity
is simply split between several brokers
or customers. The Exchange also
believes, that with respect to persons
acting in concert perpetrating an
abusive scheme, it is important that the
Exchange have authority to act against
the parties perpetrating the abusive
scheme, whether it is one person or
multiple persons. The Exchange
proposes to adopt Rule 5220(b)(1) and
(2) providing additional details
regarding disruptive quoting and trading
activity. Proposed Rule 5220(b)(1)
would describe disruptive quoting and
trading activity containing many of the
elements indicative of layering. For
purposes of the proposed Rule,
disruptive quoting and trading activity
would include a frequent pattern in
which the following facts are present:
• A party enters multiple limit orders
on one side of the market at various
price levels (the ‘‘Displayed Orders’’)
(proposed Rule 5220(b)(1)(A)); and
• following the entry of the Displayed
Orders, the level of supply and demand
for the security changes (proposed Rule
5220(b)(1)(B)); and
• the party enters one or more orders
on the opposite side of the market of the
Displayed Orders (the ‘‘Contra-Side
Orders’’) that are subsequently executed
(proposed Rule 5220(b)(1)(C)); and
• following the execution of the
Contra-Side Orders, the party cancels
the Displayed Orders (proposed Rule
5220(b)(1)(D)).
Proposed Rule 5220(b)(2) would
describe disruptive quoting and trading
activity containing many of the
elements indicative of spoofing and
would describe disruptive quoting and
trading activity as a frequent pattern in
which the following facts are present:
• A party narrows the spread for a
security by placing an order inside the
national best bid or offer (proposed Rule
5220(b)(2)(A)); and
• the party then submits an order on
the opposite side of the market that
executes against another market
participant that joined the new inside
market established by the order
described in proposed (b)(2)(A) that
narrowed the spread (proposed Rule
5220(b)(2)(B)).
The Exchange believes that the
proposed descriptions of disruptive
quoting and trading activity articulated
in the rule are consistent with the
activities that have been identified and
described in the client access cases
described above and with the rules of
other SROs.13
Proposed Rule 5220(c) would provide
that, unless otherwise indicated, the
descriptions of disruptive quoting and
trading activity do not require the facts
to occur in a specific order in order for
the Rule to apply. For instance, with
respect to the pattern defined in
proposed Rule 5220(b)(1)(A)–(D), it is of
no consequence whether a party first
enters Displayed Orders and then
Contra-side Orders or vice-versa.
However, as proposed, it is required for
supply and demand to change following
the entry of the Displayed Orders.
The Exchange also proposes to make
clear that disruptive quoting and trading
activity includes a pattern or practice in
which some portion of the disruptive
quoting and trading activity is
conducted on the Exchange and the
other portions of the disruptive quoting
and trading activity are conducted on
one or more other exchanges. The
Exchange believes that this authority is
necessary to address market participants
who would otherwise seek to avoid the
prohibitions of the proposed Rule by
spreading their activity amongst various
execution venues.
member of FINRA or another registered securities
exchange.
13 See, e.g., BATS Rule 12.15; NASDAQ Rule
2170. See generally note 4, supra.
VerDate Sep<11>2014
17:31 Jun 02, 2017
Jkt 241001
Proposed Rule 9560
Proposed Rule 9560 would set forth
procedures for issuing suspension
orders, immediately prohibiting a
member organization or covered person
from conducting continued disruptive
quoting and trading activity on the
Exchange. Importantly, these
procedures would also provide the
Exchange the authority to order a
member organization or covered person
to cease and desist from providing
access to the Exchange to a client that
is conducting disruptive quoting and
trading activity.
Under proposed paragraph (a)(1) of
Rule 9560, with the prior written
authorization of the Chief Regulatory
Officer (‘‘CRO’’) or such other senior
officers as the CRO may designate, the
Exchange’s Enforcement department
may initiate an expedited suspension
proceeding with respect to alleged
violations of proposed Rule 5220.
Proposed paragraph (a) would also set
forth the requirements for notice ((a)(2))
and service of such notice ((a)(3))
pursuant to the Rule, including the
PO 00000
Frm 00104
Fmt 4703
Sfmt 4703
required method of service and the
content of notice.
Proposed paragraph (b) of Rule 9560
would govern the appointment of a
Hearing Panel as well as potential
disqualification or recusal of Hearing
Officers. The proposed provision is
consistent with current Rule 9231(b),
which governs the appointment of a
hearing panel or extended hearing panel
to conduct disciplinary proceedings.
The Exchange’s Rules provide for a
Hearing Officer to be recused in the
event he or she has a conflict of interest
or bias or other circumstances exist
where his or her fairness might
reasonably be questioned in accordance
with Rules [sic] 9233(a). In addition to
recusal initiated by such a Hearing
Officer, a party to the proceeding will be
permitted to file a motion to disqualify
a Hearing Officer. However, due to the
compressed schedule pursuant to which
the process would operate under Rule
9560, the proposed rule would require
such motion to be filed no later than 5
days after the announcement of the
Hearing Panel and the Exchange’s brief
in opposition to such motion would be
required to be filed no later than 5 days
after service thereof. Pursuant to
existing Rule 9233(c), a motion for
disqualification of a Hearing Officer
shall be decided by the Chief Hearing
Officer based on a prompt investigation.
The applicable Hearing Officer shall
remove himself or herself and request
the Chief Executive Officer to reassign
the hearing to another Hearing Officer
such that the Hearing Panel still meets
the compositional requirements
described in Rule 9231(b). If the Chief
Hearing Officer determines that the
Respondent’s grounds for
disqualification are insufficient, it shall
deny the Respondent’s motion for
disqualification by setting forth the
reasons for the denial in writing and the
Hearing Panel will proceed with the
hearing.
Under paragraph (c)(1) of the
proposed Rule, the hearing would be
held not later than 15 days after service
of the notice initiating the suspension
proceeding, unless otherwise extended
by the Chairman of the Hearing Panel
with the consent of the Parties for good
cause shown. In the event of a recusal
or disqualification of a Hearing Officer,
the hearing shall be held not later than
five days after a replacement Hearing
Officer is appointed.
Under paragraph (c)(2) of the
proposed Rule, a notice of date, time,
and place of the hearing shall be served
on the Parties not later than seven days
before the hearing, unless otherwise
ordered by the Chairman of the Hearing
Panel. Under the proposed Rule, service
E:\FR\FM\05JNN1.SGM
05JNN1
asabaliauskas on DSKBBXCHB2PROD with NOTICES
Federal Register / Vol. 82, No. 106 / Monday, June 5, 2017 / Notices
shall be made by personal service or
overnight commercial courier and shall
be effective upon service.
Proposed paragraph (c) would also
govern how the hearing is conducted,
including the authority of Hearing
Officers ((c)(3), witnesses ((c)(4)),
additional information that may be
required by the Hearing Panel ((c)(5)),
the requirement that a transcript of the
proceeding be created and details
related to such transcript ((c)(6)), and
details regarding the creation and
maintenance of the record of the
proceeding ((c)(7)). Proposed paragraph
(c)(8) would also provide that if a
Respondent fails to appear at a hearing
for which it has notice, the allegations
in the notice and accompanying
declaration may be deemed admitted,
and the Hearing Panel may issue a
suspension order without further
proceedings. Finally, as proposed, if the
Exchange fails to appear at a hearing for
which it has notice, the Hearing Panel
may order that the suspension
proceeding be dismissed.
Under paragraph (d)(1) of the
proposed Rule, the Hearing Panel would
be required to issue a written decision
stating whether a suspension order
would be imposed. The Hearing Panel
would be required to issue the decision
not later than 10 days after receipt of the
hearing transcript, unless otherwise
extended by the Chairman of the
Hearing Panel with the consent of the
Parties for good cause shown. The
proposed Rule would state that a
suspension order shall be imposed if the
Hearing Panel finds by a preponderance
of the evidence that the alleged
violation specified in the notice has
occurred and that the violative conduct
or continuation thereof is likely to result
in significant market disruption or other
significant harm to investors.
Proposed paragraph (d)(2) would also
describe the content, scope and form of
a suspension order. As proposed, a
suspension order shall be limited to
ordering a Respondent to cease and
desist from violating proposed Rule
5220, and/or to ordering a Respondent
to cease and desist from providing
access to the Exchange to a client of
Respondent that is causing violations of
proposed Rule 5220 ((d)(2)(A)). Under
the proposed rule, a suspension order
shall also set forth the alleged violation
and the significant market disruption or
other significant harm to investors that
is likely to result without the issuance
of an order ((d)(2)(B)). The order shall
describe in reasonable detail the act or
acts the Respondent is to take or refrain
from taking, and suspend such
Respondent unless and until such
action is taken or refrained from
VerDate Sep<11>2014
17:31 Jun 02, 2017
Jkt 241001
((d)(2)(C)). Finally, the order shall
include the date and hour of its issuance
((d)(2)(D)).
As proposed, under proposed
paragraph (d)(3), a suspension order
would remain effective and enforceable
unless modified, set aside, limited, or
revoked pursuant to proposed paragraph
(e), as described below.
Finally, paragraph (d)(4) would
require service of the Hearing Panel’s
decision and any suspension order
consistent with other portions of the
proposed rule related to service.
Proposed paragraph (e) of Rule 9560
would provide that at any time after the
Hearing Officers served the Respondent
with a suspension order, a Party could
apply to the Hearing Panel to have the
order modified, set aside, limited, or
revoked. If any part of a suspension
order is modified, set aside, limited, or
revoked, proposed paragraph (e) of Rule
9560 provides the Hearing Panel
discretion to leave the cease and desist
part of the order in place. For example,
if a suspension order suspends
Respondent unless and until
Respondent ceases and desists
providing access to the Exchange to a
client of Respondent, and after the order
is entered the Respondent complies, the
Hearing Panel is permitted to modify
the order to lift the suspension portion
of the order while keeping in place the
cease and desist portion of the order.
With its broad modification powers, the
Hearing Panel also maintains the
discretion to impose conditions upon
the removal of a suspension—for
example, the Hearing Panel could
modify an order to lift the suspension
portion of the order in the event a
Respondent complies with the cease
and desist portion of the order but
additionally order that the suspension
will be re-imposed if Respondent
violates the cease and desist provisions
modified order in the future. The
Hearing Panel generally would be
required to respond to the request in
writing within 10 days after receipt of
the request. An application to modify,
set aside, limit or revoke a suspension
order would not stay the effectiveness of
the suspension order.
Proposed paragraph (f) would
describe the call for review process by
the Exchange Board of Directors.
Specifically, the proposed Rule would
provide that if there is no pending
application to the Hearing Panel to have
a suspension order modified, set aside,
limited, or revoked, the Exchange Board
of Directors, in accordance with Rule
9310 (Review by Exchange Board of
Directors), may call for review the
Hearing Panel decision on whether to
issue a suspension order. Further, the
PO 00000
Frm 00105
Fmt 4703
Sfmt 4703
25859
proposed Rule would provide that a call
for review by the Exchange Board of
Directors shall not stay the effectiveness
of a suspension order.
Finally, proposed paragraph (g) would
provide that sanctions issued under the
proposed Rule 9560 would constitute
final and immediately effective
disciplinary sanctions imposed by the
Exchange, and that the right to have any
action under the Rule reviewed by the
Commission would be governed by
Section 19 of the Act. The filing of an
application for review would not stay
the effectiveness of a suspension order
unless the Commission otherwise
ordered.
Proposed Amendments to Rule 8313
Finally, the Exchange proposes
amendments to Rule 8313 to permit
release to the public of suspension
notices and orders issued pursuant to
proposed Rule 9560. Specifically, the
Exchange proposes to amend Rule
8313(a)(3), which provides that the
Exchange shall release to the public
information with respect to any
suspension, cancellation, expulsion, or
bar that constitutes final Exchange
action imposed pursuant various
Exchange Rules, to include a reference
to proposed Rule 9560. The Exchange
also proposes to include a notice of the
initiation of a suspension proceeding
served pursuant to proposed Rule 9560
in the definition of ‘‘disciplinary
complaint’’ under Rule 8313(e)(1).
Similarly, the Exchange would include
suspension orders issued pursuant to
proposed Rule 9560 in the definition of
‘‘disciplinary decision’’ under Rule
8313(e)(2). The proposed amendments
to Rule 8313 are consistent with the
FINRA Rule 8313 and the rules of the
other SROs modeled on FINRA Rule
8313.14
*
*
*
*
*
In summary, proposed Rule 5220,
coupled with proposed Rule 9560,
would provide the Exchange with
another form and means of authority to
promptly act to prevent disruptive
quoting and trading activity from
continuing on the Exchange. The
following example illustrates how the
proposed rule would operate.
Assume that through its surveillance
program, Exchange staff identifies a
pattern of potentially disruptive quoting
and trading activity. After an initial
investigation, the Exchange would
contact the member organization or
covered person responsible for the
orders that caused the activity to request
an explanation of the activity as well as
any additional relevant information,
14 See
E:\FR\FM\05JNN1.SGM
FINRA Rule 8313; BATS Rule 8.18.
05JNN1
asabaliauskas on DSKBBXCHB2PROD with NOTICES
25860
Federal Register / Vol. 82, No. 106 / Monday, June 5, 2017 / Notices
including the source of the activity. If
the Exchange were to continue to see
the same pattern from the same member
organization or covered person and the
source of the activity is the same or has
been previously identified as a frequent
source of disruptive quoting and trading
activity then the Exchange could initiate
an expedited suspension proceeding by
serving notice on the member
organization or covered person that
would include details regarding the
alleged violations as well as the
proposed sanction.
In such a case the proposed sanction
would likely be to order the member
organization or covered person to cease
and desist providing access to the
Exchange to the client that is
responsible for the disruptive quoting
and trading activity and to suspend
such member organization or covered
person unless and until such action is
taken. The member organization or
covered person would have the
opportunity to be heard in front of a
Hearing Panel at a hearing to be
conducted within 15 days of the notice.
If the Hearing Panel determined that the
violation alleged in the notice did not
occur or that the conduct or its
continuation would not have the
potential to result in significant market
disruption or other significant harm to
investors, then the Hearing Panel would
dismiss the suspension order
proceeding. If the Hearing Panel
determined that the violation alleged in
the notice did occur and that the
conduct or its continuation is likely to
result in significant market disruption
or other significant harm to investors,
then the Hearing Panel would issue the
order including the proposed sanction,
ordering the member organization or
covered person to cease providing
access to the client at issue and
suspending such Member unless and
until such action is taken.
If such member organization or
covered person wished for the
suspension to be lifted because the
client ultimately responsible for the
activity no longer would be provided
access to the Exchange, then such
member organization or covered person
could apply to the Hearing Panel to
have the order modified, set aside,
limited or revoked. The Exchange notes
that the issuance of a suspension order
would not alter the Exchange’s ability to
further investigate the matter and/or
later sanction the member or member
organization pursuant to the Exchange’s
standard disciplinary process for
supervisory violations or other
violations of Exchange rules or the Act.
The Exchange reiterates that it already
has broad authority to take action
VerDate Sep<11>2014
17:31 Jun 02, 2017
Jkt 241001
against a member organization or
covered person in the event that such
member organization or covered person
is engaging in or facilitating disruptive
or manipulative trading activity on the
Exchange. For the reasons described
above, and in light of recent matters
such as the client access cases described
above, as well as other cases currently
under investigation, the Exchange
believes that it is equally important for
the Exchange to have this supplemental
authority to promptly initiate expedited
suspension proceedings against any
member organization or covered person
who has demonstrated a clear pattern or
practice of disruptive quoting and
trading activity, as described above, and
to take action including ordering such
member organization or covered person
to terminate access to the Exchange to
one or more clients that are [sic]
responsible for the violative activity.
The Exchange recognizes that its
proposed authority to issue a
suspension order is a powerful measure
that should be used very cautiously.
Consequently, the proposed rules have
been designed to ensure that the
proceedings are used to address only the
most clear and serious types of
disruptive quoting and trading activity
and that the interests of respondents are
protected. For example, to ensure that
proceedings are used appropriately and
that the decision to initiate a proceeding
is made only at the highest staff levels,
the proposed rules require the CRO or
another senior officer of the Exchange to
issue written authorization before the
Exchange can institute an expedited
suspension proceeding. In addition, the
rule by its terms is limited to violations
of proposed Rules [sic] 5220, when
necessary to protect investors, other
member organizations or covered
persons, and the Exchange.
Further, the Exchange believes that
the proposed expedited suspension
provisions described above that provide
the opportunity to respond as well as a
Hearing Panel determination prior to
taking action will ensure that the
Exchange would not utilize its authority
in the absence of a clear pattern or
practice of disruptive quoting and
trading activity. Notwithstanding the
adoption of the proposed rules along
with existing disciplinary rules in the
9000 series, the Exchange also notes that
that pursuant to Rule 9555(a)(2) (Failure
to Meet the Eligibility or Qualification
Standards or Prerequisites for Access to
Services), if a member organization or
covered person cannot continue to have
access to services offered by the
Exchange or a member thereof with
safety to investors, creditors, members,
or the Exchange, the Exchange may
PO 00000
Frm 00106
Fmt 4703
Sfmt 4703
provide written notice to such member
or person limiting or prohibiting access
to services offered by the Exchange or a
member thereof. This ability to impose
a temporary restriction upon Members
assists the Exchange in maintaining the
integrity of the market and protecting
investors and the public interest.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,15 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,16 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities,
and to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general to protect
investors and the public interest.
Pursuant to the proposal, the Exchange
will have a mechanism to promptly
initiate expedited suspension
proceedings in the event the Exchange
believes that it has sufficient proof that
a violation of proposed Rule 5220 has
occurred and is ongoing.
Further, the Exchange believes that
the proposal is consistent with Sections
6(b)(1) and 6(b)(6) of the Act,17 which
require that the rules of an exchange
enforce compliance with, and provide
appropriate discipline for, violations of
the Commission and Exchange rules.
The Exchange believes that the proposal
is consistent with the public interest,
the protection of investors, or otherwise
in furtherance of the purposes of the Act
because the proposal helps to strengthen
the Exchange’s ability to carry out its
oversight and enforcement
responsibilities as a self-regulatory
organization in cases where awaiting the
conclusion of a full disciplinary
proceeding is unsuitable in view of the
potential harm to other member
organization and their customers. The
Exchange notes that if this type of
conduct is allowed to continue on the
Exchange, the Exchange’s reputation
could be harmed because it may appear
to the public that the Exchange is not
acting to address the behavior. The
proposed expedited process would
enable the Exchange to address the
behavior with greater speed.
As noted throughout this filing, the
Exchange believes that these rule
proposals are necessary for the
15 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
17 15 U.S.C. 78f(b)(5).
16 15
E:\FR\FM\05JNN1.SGM
05JNN1
asabaliauskas on DSKBBXCHB2PROD with NOTICES
Federal Register / Vol. 82, No. 106 / Monday, June 5, 2017 / Notices
protection of investors rather than
allowing disruptive quoting and trading
activity to occur for several years. The
Exchange believes that the pattern of
disruptive and allegedly manipulative
quoting and trading activity was
widespread across multiple exchanges,
and the Exchange, FINRA, and other
SROs identified clear patterns of the
behavior in 2007 and 2008 in the
equities markets.18 The Exchange
believes that this proposal will provide
the Exchange with additional means to
enforce against such behavior in an
expedited manner while providing
member organizations or covered person
with the necessary due process. The
Exchange believes that its proposal is
consistent with the Act because it
provides the Exchange with the ability
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 from such ongoing
behavior.
The Exchange believes that the
proposal is also consistent with Section
6(b)(7) of the Act,19 which requires that
the rules of an exchange ‘‘provide a fair
procedure for the disciplining of
members and persons associated with
members . . . and the prohibition or
limitation by the exchange of any
person with respect to access to services
offered by the exchange or a member
thereof.’’ Finally, the Exchange also
believes the proposal is consistent with
Sections 6(d)(1) and 6(d)(2) of the Act,20
which require that the rules of an
exchange with respect to a disciplinary
proceeding or proceeding that would
limit or prohibit access to or
membership in the exchange require the
exchange to: Provide adequate and
specific notice of the charges brought
against a member or person associated
with a member, provide an opportunity
to defend against such charges, keep a
record, and provide details regarding
the findings and applicable sanctions in
the event a determination to impose a
disciplinary sanction is made. The
Exchange believes that each of these
requirements is addressed by the notice
and due process provisions included
within proposed Rule 9560.
Importantly, as noted above, the
Exchange will use the authority
proposed in this filing only in clear and
egregious cases when necessary to
protect investors, other member
organizations or covered persons and
the Exchange, and even in such cases,
18 See
Section 3 herein, the Purpose section, for
examples of conduct referred to herein.
19 15 U.S.C. 78f(b)(7).
20 15 U.S.C. 78f(d)(1).
VerDate Sep<11>2014
17:31 Jun 02, 2017
Jkt 241001
respondents will be afforded due
process in connection with the
suspension proceedings.
Finally, the Exchange believes that
amending Rule 8313 to permit release to
the public of suspension notices and
orders issued pursuant to proposed Rule
9560 furthers the objectives of Section
6(b)(5) of the Act 21 by providing greater
clarity, consistency, and transparency
regarding the release of disciplinary
complaints, decisions and other
information to the public. The Exchange
also believes that the proposed rule
change promotes greater transparency to
the Exchange’s disciplinary process by
providing greater access to information
regarding its disciplinary actions and
valuable guidance and information to
persons subject to the Exchange’s
jurisdiction, regulators, and the
investing public.
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. To the
contrary, the Exchange believes that
each self-regulatory organization should
be empowered to regulate trading
occurring on their [sic] market
consistent with the Act and without
regard to competitive issues. The
Exchange is requesting authority to take
appropriate action if necessary for the
protection of investors, other member
organizations or covered persons, and
the Exchange. The Exchange also
believes that it is important for all
exchanges to be able to take similar
action to enforce its [sic] rules against
manipulative conduct thereby leaving
no exchange prey to such conduct. The
Exchange does not believe that the
proposed rule change imposes an undue
burden on competition, rather this
process will provide the Exchange with
necessary means to enforce against
violations of manipulative quoting and
trading activity in an expedited manner,
while providing member organizations
or covered persons with the necessary
due process. Finally, the proposed rule
change is designed to enhance the
Exchange’s rules governing the release
of disciplinary complaints, decisions
and other information to the public,
thereby providing greater clarity and
consistency and resulting in less
burdensome and more efficient
regulatory compliance and facilitating
performance of regulatory functions.
21 15
PO 00000
U.S.C. 78f(b)(5).
Frm 00107
Fmt 4703
Sfmt 4703
25861
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 22 and Rule
19b–4(f)(6) thereunder.23 Because the
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
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 24 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),25 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest.
At any time within 60 days of the
filing of such 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
under Section 19(b)(2)(B) 26 of the Act to
determine whether the proposed rule
change 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:
22 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
24 17 CFR 240.19b–4(f)(6).
25 17 CFR 240.19b–4(f)(6)(iii).
26 15 U.S.C. 78s(b)(2)(B).
23 17
E:\FR\FM\05JNN1.SGM
05JNN1
25862
Federal Register / Vol. 82, No. 106 / Monday, June 5, 2017 / Notices
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSE–2017–21 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.
asabaliauskas on DSKBBXCHB2PROD with NOTICES
All submissions should refer to File
Number SR–NYSE–2017–21. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–NYSE–
2017–21 and should be submitted on or
before June 26, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.27
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–11502 Filed 6–2–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80805; File No. SR–FINRA–
2017–015]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of a
Proposed Rule Change To Amend
FINRA Rule 7730 To Make Available a
New End-of-Day TRACE Transaction
File
May 30, 2017.
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 May 18,
2017, 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. 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
FINRA is proposing to amend FINRA
Rule 7730 to make available a new Endof-Day TRACE Transaction File.
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
Rule 7730 (Trade Reporting and
Compliance Engine (TRACE)), among
other things, sets forth the TRACE data
products offered by FINRA in
1 15
27 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
17:31 Jun 02, 2017
2 17
Jkt 241001
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00108
Fmt 4703
Sfmt 4703
connection with TRACE-Eligible
Securities.3 FINRA is proposing to
amend Rule 7730 to make available a
new End-of-Day TRACE Transaction
File to provide interested parties with a
simpler means of receiving all of the
transaction information disseminated
each trading day as part of Real-Time
TRACE transaction data.4
The data elements to be included in
the proposed End-of-Day TRACE
Transaction File would be the same as
those disseminated in Real-Time
TRACE transaction data, and the
proposed End-of-Day TRACE
Transaction File would be separately
available for each data set for which
Real-Time TRACE transaction data is
available (i.e., the Corporate Bond Data
Set, Agency Data Set, SP Data Set, and
Rule 144A Data Set). Subscribers to the
End-of-Day TRACE Transaction File
would access the product daily after the
TRACE system closes.5
If the Commission approves the
proposed rule change, FINRA will
announce the effective date of the
proposed rule change in a Regulatory
Notice. The effective date will be no
later than 365 days following SEC
approval.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,6 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
3 Rule 6710 (Definitions) provides that a ‘‘TRACEEligible Security’’ is a debt security that is United
States (‘‘U.S.’’) dollar-denominated and issued by a
U.S. or foreign private issuer, and, if a ‘‘restricted
security’’ as defined in Securities Act Rule
144(a)(3), sold pursuant to Securities Act Rule
144A; or is a debt security that is U.S. dollardenominated and issued or guaranteed by an
Agency as defined in paragraph (k) or a
Government-Sponsored Enterprise as defined in
paragraph (n); or a U.S. Treasury Security as
defined in paragraph (p). ‘‘TRACE-Eligible
Security’’ does not include a debt security that is
issued by a foreign sovereign or a Money Market
Instrument as defined in paragraph (o).
4 FINRA currently makes available a Real-Time
TRACE transaction data product, which provides
subscribers with access to all disseminated
transactions as they are reported throughout the
trading day. Real-time data is delivered via a
NASDAQ Multicast feed. To receive the feed, firms
must connect either directly to NASDAQ, via an
extranet connection, or through a retransmission
vendor. Some market participants have indicated
that a simpler alternative that allows them to
receive transaction information once a day in an
end-of-day file would be useful.
5 FINRA intends to establish a fee for the End-ofDay TRACE Transaction File prior to the effective
date of the instant proposed rule change. The fee
will be established pursuant to a separate rule
filing.
6 15 U.S.C. 78o–3(b)(6).
E:\FR\FM\05JNN1.SGM
05JNN1
Agencies
[Federal Register Volume 82, Number 106 (Monday, June 5, 2017)]
[Notices]
[Pages 25856-25862]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-11502]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80807; File No. SR-NYSE-2017-21]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Adopt Rules 5220 and 9560 and Amend Rule 8313
May 30, 2017.
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 May 17, 2017, New York Stock Exchange LLC (``NYSE'' 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.
---------------------------------------------------------------------------
\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 (1) a new Rule 5220 that defines and
prohibits two types of disruptive quoting and trading activity on the
Exchange; (2) a new Rule 9560 governing supplemental expedited
suspension proceedings; and (3) amendments to Rule 8313 to permit
release to the public of suspension notices and orders issued pursuant
to proposed Rule 9560. The proposed rule change is available on the
Exchange's Web site at www.nyse.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes (1) a new Rule 5220 that defines and
prohibits two types of disruptive quoting and trading activity on the
Exchange; (2) a new Rule 9560 governing supplemental expedited
suspension proceedings; and (3) amendments to Rule 8313 (Release of
Disciplinary Complaints, Decisions and Other Information) to permit
release to the public of suspension notices and orders issued pursuant
to proposed Rule 9560.
The proposed rule change is based on rules recently adopted by Bats
BZX Exchange, Inc., formerly known as BATS Exchange, Inc. (``BATS''),
and The Nasdaq Stock Market LLC (``NASDAQ'').\3\ The proposed rules are
the same as those adopted by BATS and NASDAQ, with the following
exceptions discussed below: (1) Conforming references to reflect the
Exchange's membership; and (2) the call for review process in proposed
Rule 9560(f). The Exchange believes that having consistent rules for
issuing a cease and desist order on an expedited basis as other self-
regulatory organizations (``SROs'') to halt certain disruptive and
manipulative quoting and trading activity would enhance the Exchange's
ability to protect investors and market integrity.
---------------------------------------------------------------------------
\3\ On February 18, 2016, the SEC approved a proposed rule
change filed by BATS to adopt new BATS Rule 12.15, which prohibits
certain types of disruptive quoting and trading activities, and BATS
Rule 8.17, which permits BATS to conduct a new expedited suspension
proceeding when it believes BATS Rule 12.15 has been violated. See
Securities Exchange Act Release No. 77171 (February 18, 2016), 81 FR
9017 (February 23, 2016) (SR-BATS-2015-101) (``BATS Approval
Order''); see also Securities Exchange Act Release No. 77606 (April
13, 2016), 81 FR 23026 (April 19, 2016) (SR-BatsEDGA-2016-03)
(adopting identical rules for Bats EDGA Exchange, Inc.); Securities
Exchange Act Release No. 77602 (April 13, 2016), 81 FR 23046 (April
19, 2016) (SR-BatsBYX-2016-03) (adopting identical rules for Bats
BYX Exchange, Inc.); Securities Exchange Act Release No. 77589
(April 12, 2016), 81 FR 22691 (April 18, 2016) (SR-BatsEDGX-2016-04)
(adopting identical rules for Bats EDGX Exchange, Inc.). On May 19,
2016, NASDAQ filed a substantially similar proposed rule change with
the SEC for immediate effectiveness. See Securities Exchange Act
Release No. 77913 (May 25, 2016), 81 FR 35081 (June 1, 2016) (SR-
NASDAQ-2016-074). NASDAQ has also extended the rule to other
exchanges. See, e.g., Securities Exchange Act Release No. 78208
(June 30, 2016), 81 FR 44366 (July 7, 2016) (SR-NASDAQ-2016-092).
Similarly, the Financial Industry Regulatory Authority, Inc.
(``FINRA'') also recently prohibited disruptive quoting and trading
and amended its procedural rules. See Securities Exchange Act
Release No. 76361 (November 21, 2016), 81 FR 85650 (November 28,
2016) (SR-FINRA-2016-043).
---------------------------------------------------------------------------
Background
As a national securities exchange registered pursuant to Section 6
of the Act, the Exchange is required to be organized and to have the
capacity to enforce compliance by its member organizations and persons
associated with its member organizations, with the Act, the rules and
regulations thereunder, and the Exchange's Rules.\4\ Further, the
Exchange's Rules are required to 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.'' \5\
---------------------------------------------------------------------------
\4\ 15 U.S.C. 78f(b)(1).
\5\ 15 U.S.C. 78f(b)(1).
---------------------------------------------------------------------------
In fulfilling these requirements, the Exchange has developed a
comprehensive regulatory program that includes automated surveillance
of trading activity operated directly by Exchange staff. When
disruptive and potentially manipulative or improper quoting and trading
activity is identified, the Exchange conducts an investigation into the
activity and requests documents and information. To the extent
violations of the Act, the rules and regulations thereunder, or
Exchange Rules are identified, the Exchange will commence disciplinary
proceedings, which could result in, among other things, a censure, a
requirement to take certain remedial actions, one or more restrictions
on future business activities, a monetary fine, or a temporary or
permanent ban from the securities industry.
The process described above, from the identification of disruptive
and
[[Page 25857]]
potentially manipulative or improper quoting and trading activity to a
final resolution of the matter, can often take several years. The
Exchange believes that this time period sometimes is necessary and
appropriate to afford adequate due process, particularly in complex
cases. However, as described below, the Exchange believes that there
are certain obvious and uncomplicated cases of disruptive and
manipulative behavior or cases where the potential harm to investors is
so large that the Exchange should have the authority to initiate an
expedited suspension proceeding in order to stop the behavior from
continuing on the Exchange. In recent years, several cases have been
brought and resolved by the Exchange and other SROs involving
allegations of wide-spread market manipulation, much of which was
ultimately being conducted by foreign persons and entities using
relatively rudimentary technology to access the markets and over which
the Exchange and other SROs had no direct jurisdiction. In each case,
the conduct involved a pattern of disruptive quoting and trading
activity indicative of manipulative layering \6\ or spoofing.\7\
---------------------------------------------------------------------------
\6\ ``Layering'' can include a form of market manipulation in
which multiple, non-bona fide limit orders are entered on one side
of the market at various price levels in order to create the
appearance of a change in the levels of supply and demand, thereby
artificially moving the price of the security. An order is then
executed on the opposite side of the market at the artificially
created price, and the non-bona fide orders are cancelled.
\7\ ``Spoofing'' can include a form of market manipulation that
involves the market manipulator placing non-bona fide orders that
are intended to trigger some type of market movement and/or response
from other market participants, from which the market manipulator
might benefit by trading bona fide orders.
---------------------------------------------------------------------------
The Exchange and other SROs were able to identify the disruptive
quoting and trading activity in real-time or near real-time;
nonetheless, the parties responsible for such conduct or responsible
for their customers' conduct continued the disruptive quoting and
trading activity on the Exchange and other exchanges during the
entirety of the subsequent lengthy investigation and enforcement
process. To supplement other Exchange Rules on which it may already
rely to stop such activity from continuing, the Exchange believes that
it should have additional authority to initiate expedited suspension
proceedings in order to stop behavior from continuing on the Exchange
if a member organization or a person associated with its member
organization is engaging in or facilitating disruptive quoting and
trading activity and the member organization or associated person has
received sufficient notice with an opportunity to respond, but such
activity has not ceased. The following examples involving the Exchange
and its affiliate NYSE Arca, Inc. (``NYSE Arca''), are instructive
regarding the rationale for the proposed rule change.
In July 2012, Biremis Corp. (formerly Swift Trade Securities USA,
Inc.) (``Biremis'') and its CEO were barred from the securities
industry for, among other things, supervisory violations related to a
failure by Biremis to detect and prevent disruptive and allegedly
manipulative trading activities, including layering, short sale
violations, and anti-money laundering violations.\8\ Biremis' sole
business was providing trade execution services via a proprietary day
trading platform and order management system to day traders located in
foreign jurisdictions. Thus, the disruptive and allegedly manipulative
trading activity introduced by Biremis to U.S. markets originated
directly or indirectly from its foreign clients. The pattern of
disruptive and allegedly manipulative quoting and trading activity was
widespread across multiple exchanges, and the Exchange, FINRA, and
other SROs identified clear patterns of the behavior in 2007 and 2008.
Although Biremis and its principals were on notice of the disruptive
and allegedly manipulative quoting and trading activity that was
occurring, Biremis took little to no action to attempt to supervise or
prevent such quoting and trading activity until at least 2009. Even
when it put some controls in place, they were deficient and the pattern
of disruptive and allegedly manipulative trading activity continued to
occur. As noted above, the final resolution of the enforcement action
to bar the firm and its CEO from the industry was not concluded until
2012, four years after the disruptive and allegedly manipulative
trading activity was first identified.
---------------------------------------------------------------------------
\8\ See Biremis Corp. and Peter Beck, FINRA Letter of
Acceptance, Waiver and Consent No. 2010021162202, July 30, 2012.
---------------------------------------------------------------------------
In September of 2012, Hold Brothers On-Line Investment Services,
Inc. (``Hold Brothers'') settled a regulatory action in connection with
its provision of a trading platform, trade software and trade
execution, support and clearing services for day traders.\9\ Many
traders using the firm's services were located in foreign
jurisdictions. Hold Brothers ultimately settled the action with FINRA
and several exchanges, including NYSE Arca, for a total monetary fine
of $3.4 million. In a separate action, the Firm settled with the
Commission for a monetary fine of $2.5 million.\10\ Among the alleged
violations in the case were disruptive and allegedly manipulative
quoting and trading activity, including spoofing, layering, wash
trading, and pre-arranged trading. Through its conduct and insufficient
procedures and controls, Hold Brothers also allegedly committed anti-
money laundering violations by failing to detect and report
manipulative and suspicious trading activity. Hold Brothers was alleged
to have not only provided foreign traders with access to the U.S.
markets to engage in such activities, but that its principals also
owned and funded foreign subsidiaries that engaged in the disruptive
and allegedly manipulative quoting and trading activity. Although the
pattern of disruptive and allegedly manipulative quoting and trading
activity was identified in 2009, as noted above, the enforcement action
was not concluded until 2012. Thus, although disruptive and allegedly
manipulative quoting and trading was promptly detected, it continued
for several years. The Exchange also notes that criminal proceedings
were initiated against Navinder Singh Sarao for manipulative trading
activity, including forms of layering and spoofing in the futures
markets, that were identified as a contributing factor to the ``Flash
Crash'' of 2010, and yet continued through 2015. In November 2016, Mr.
Sarao pled guilty to one count each of wire fraud and spoofing.\11\
---------------------------------------------------------------------------
\9\ See Hold Brothers On-Line Investment Services, LLC, FINRA
Letter of Acceptance, Waiver and Consent No. 20100237710001,
September 25, 2012.
\10\ In the Matter of Hold Brothers On-Line Investment Services,
LLC, Exchange Act Release No. 67924, September 25, 2012.
\11\ The plea agreement in United States v. Navinder Singh
Sarao, Docket Number: 1:15-CR-00075-1 (N.D. Ill.), is available at
https://www.justice.gov/criminal-fraud/file/910196/download.
---------------------------------------------------------------------------
The Exchange believes that the activities described in the cases
above provide justification for the proposed rule change, which is
described below.
Proposed Rule Change
Proposed Rule 5220
The Exchange proposes to adopt new Rule 5220 of the Exchange's
Conduct Rules to define and prohibit disruptive quoting and trading
activity on the Exchange. Proposed Rule 5220(a) would prohibit member
organizations and covered persons \12\ from engaging in or
[[Page 25858]]
facilitating disruptive quoting and trading activity on the Exchange,
as described in proposed Rule 5220(b)(1) and (2), including acting in
concert with other persons to effect such activity. The Exchange
believes that it is necessary to extend the prohibition to situations
when persons are acting in concert to avoid a potential loophole where
disruptive quoting and trading activity is simply split between several
brokers or customers. The Exchange also believes, that with respect to
persons acting in concert perpetrating an abusive scheme, it is
important that the Exchange have authority to act against the parties
perpetrating the abusive scheme, whether it is one person or multiple
persons. The Exchange proposes to adopt Rule 5220(b)(1) and (2)
providing additional details regarding disruptive quoting and trading
activity. Proposed Rule 5220(b)(1) would describe disruptive quoting
and trading activity containing many of the elements indicative of
layering. For purposes of the proposed Rule, disruptive quoting and
trading activity would include a frequent pattern in which the
following facts are present:
---------------------------------------------------------------------------
\12\ Rule 9120(g) defines ``covered person'' to include a
member, principal executive, approved person, registered or
nonregistered employee of a member organization, or other person
(excluding a member organization) subject to the jurisdiction of the
Exchange. Rule 2(b) defines ``member organization'' as a registered
broker or dealer (unless exempt pursuant to the Act) that is a
member of FINRA or another registered securities exchange.
---------------------------------------------------------------------------
A party enters multiple limit orders on one side of the
market at various price levels (the ``Displayed Orders'') (proposed
Rule 5220(b)(1)(A)); and
following the entry of the Displayed Orders, the level of
supply and demand for the security changes (proposed Rule
5220(b)(1)(B)); and
the party enters one or more orders on the opposite side
of the market of the Displayed Orders (the ``Contra-Side Orders'') that
are subsequently executed (proposed Rule 5220(b)(1)(C)); and
following the execution of the Contra-Side Orders, the
party cancels the Displayed Orders (proposed Rule 5220(b)(1)(D)).
Proposed Rule 5220(b)(2) would describe disruptive quoting and
trading activity containing many of the elements indicative of spoofing
and would describe disruptive quoting and trading activity as a
frequent pattern in which the following facts are present:
A party narrows the spread for a security by placing an
order inside the national best bid or offer (proposed Rule
5220(b)(2)(A)); and
the party then submits an order on the opposite side of
the market that executes against another market participant that joined
the new inside market established by the order described in proposed
(b)(2)(A) that narrowed the spread (proposed Rule 5220(b)(2)(B)).
The Exchange believes that the proposed descriptions of disruptive
quoting and trading activity articulated in the rule are consistent
with the activities that have been identified and described in the
client access cases described above and with the rules of other
SROs.\13\
---------------------------------------------------------------------------
\13\ See, e.g., BATS Rule 12.15; NASDAQ Rule 2170. See generally
note 4, supra.
---------------------------------------------------------------------------
Proposed Rule 5220(c) would provide that, unless otherwise
indicated, the descriptions of disruptive quoting and trading activity
do not require the facts to occur in a specific order in order for the
Rule to apply. For instance, with respect to the pattern defined in
proposed Rule 5220(b)(1)(A)-(D), it is of no consequence whether a
party first enters Displayed Orders and then Contra-side Orders or
vice-versa. However, as proposed, it is required for supply and demand
to change following the entry of the Displayed Orders.
The Exchange also proposes to make clear that disruptive quoting
and trading activity includes a pattern or practice in which some
portion of the disruptive quoting and trading activity is conducted on
the Exchange and the other portions of the disruptive quoting and
trading activity are conducted on one or more other exchanges. The
Exchange believes that this authority is necessary to address market
participants who would otherwise seek to avoid the prohibitions of the
proposed Rule by spreading their activity amongst various execution
venues.
Proposed Rule 9560
Proposed Rule 9560 would set forth procedures for issuing
suspension orders, immediately prohibiting a member organization or
covered person from conducting continued disruptive quoting and trading
activity on the Exchange. Importantly, these procedures would also
provide the Exchange the authority to order a member organization or
covered person to cease and desist from providing access to the
Exchange to a client that is conducting disruptive quoting and trading
activity.
Under proposed paragraph (a)(1) of Rule 9560, with the prior
written authorization of the Chief Regulatory Officer (``CRO'') or such
other senior officers as the CRO may designate, the Exchange's
Enforcement department may initiate an expedited suspension proceeding
with respect to alleged violations of proposed Rule 5220. Proposed
paragraph (a) would also set forth the requirements for notice ((a)(2))
and service of such notice ((a)(3)) pursuant to the Rule, including the
required method of service and the content of notice.
Proposed paragraph (b) of Rule 9560 would govern the appointment of
a Hearing Panel as well as potential disqualification or recusal of
Hearing Officers. The proposed provision is consistent with current
Rule 9231(b), which governs the appointment of a hearing panel or
extended hearing panel to conduct disciplinary proceedings. The
Exchange's Rules provide for a Hearing Officer to be recused in the
event he or she has a conflict of interest or bias or other
circumstances exist where his or her fairness might reasonably be
questioned in accordance with Rules [sic] 9233(a). In addition to
recusal initiated by such a Hearing Officer, a party to the proceeding
will be permitted to file a motion to disqualify a Hearing Officer.
However, due to the compressed schedule pursuant to which the process
would operate under Rule 9560, the proposed rule would require such
motion to be filed no later than 5 days after the announcement of the
Hearing Panel and the Exchange's brief in opposition to such motion
would be required to be filed no later than 5 days after service
thereof. Pursuant to existing Rule 9233(c), a motion for
disqualification of a Hearing Officer shall be decided by the Chief
Hearing Officer based on a prompt investigation. The applicable Hearing
Officer shall remove himself or herself and request the Chief Executive
Officer to reassign the hearing to another Hearing Officer such that
the Hearing Panel still meets the compositional requirements described
in Rule 9231(b). If the Chief Hearing Officer determines that the
Respondent's grounds for disqualification are insufficient, it shall
deny the Respondent's motion for disqualification by setting forth the
reasons for the denial in writing and the Hearing Panel will proceed
with the hearing.
Under paragraph (c)(1) of the proposed Rule, the hearing would be
held not later than 15 days after service of the notice initiating the
suspension proceeding, unless otherwise extended by the Chairman of the
Hearing Panel with the consent of the Parties for good cause shown. In
the event of a recusal or disqualification of a Hearing Officer, the
hearing shall be held not later than five days after a replacement
Hearing Officer is appointed.
Under paragraph (c)(2) of the proposed Rule, a notice of date,
time, and place of the hearing shall be served on the Parties not later
than seven days before the hearing, unless otherwise ordered by the
Chairman of the Hearing Panel. Under the proposed Rule, service
[[Page 25859]]
shall be made by personal service or overnight commercial courier and
shall be effective upon service.
Proposed paragraph (c) would also govern how the hearing is
conducted, including the authority of Hearing Officers ((c)(3),
witnesses ((c)(4)), additional information that may be required by the
Hearing Panel ((c)(5)), the requirement that a transcript of the
proceeding be created and details related to such transcript ((c)(6)),
and details regarding the creation and maintenance of the record of the
proceeding ((c)(7)). Proposed paragraph (c)(8) would also provide that
if a Respondent fails to appear at a hearing for which it has notice,
the allegations in the notice and accompanying declaration may be
deemed admitted, and the Hearing Panel may issue a suspension order
without further proceedings. Finally, as proposed, if the Exchange
fails to appear at a hearing for which it has notice, the Hearing Panel
may order that the suspension proceeding be dismissed.
Under paragraph (d)(1) of the proposed Rule, the Hearing Panel
would be required to issue a written decision stating whether a
suspension order would be imposed. The Hearing Panel would be required
to issue the decision not later than 10 days after receipt of the
hearing transcript, unless otherwise extended by the Chairman of the
Hearing Panel with the consent of the Parties for good cause shown. The
proposed Rule would state that a suspension order shall be imposed if
the Hearing Panel finds by a preponderance of the evidence that the
alleged violation specified in the notice has occurred and that the
violative conduct or continuation thereof is likely to result in
significant market disruption or other significant harm to investors.
Proposed paragraph (d)(2) would also describe the content, scope
and form of a suspension order. As proposed, a suspension order shall
be limited to ordering a Respondent to cease and desist from violating
proposed Rule 5220, and/or to ordering a Respondent to cease and desist
from providing access to the Exchange to a client of Respondent that is
causing violations of proposed Rule 5220 ((d)(2)(A)). Under the
proposed rule, a suspension order shall also set forth the alleged
violation and the significant market disruption or other significant
harm to investors that is likely to result without the issuance of an
order ((d)(2)(B)). The order shall describe in reasonable detail the
act or acts the Respondent is to take or refrain from taking, and
suspend such Respondent unless and until such action is taken or
refrained from ((d)(2)(C)). Finally, the order shall include the date
and hour of its issuance ((d)(2)(D)).
As proposed, under proposed paragraph (d)(3), a suspension order
would remain effective and enforceable unless modified, set aside,
limited, or revoked pursuant to proposed paragraph (e), as described
below.
Finally, paragraph (d)(4) would require service of the Hearing
Panel's decision and any suspension order consistent with other
portions of the proposed rule related to service.
Proposed paragraph (e) of Rule 9560 would provide that at any time
after the Hearing Officers served the Respondent with a suspension
order, a Party could apply to the Hearing Panel to have the order
modified, set aside, limited, or revoked. If any part of a suspension
order is modified, set aside, limited, or revoked, proposed paragraph
(e) of Rule 9560 provides the Hearing Panel discretion to leave the
cease and desist part of the order in place. For example, if a
suspension order suspends Respondent unless and until Respondent ceases
and desists providing access to the Exchange to a client of Respondent,
and after the order is entered the Respondent complies, the Hearing
Panel is permitted to modify the order to lift the suspension portion
of the order while keeping in place the cease and desist portion of the
order. With its broad modification powers, the Hearing Panel also
maintains the discretion to impose conditions upon the removal of a
suspension--for example, the Hearing Panel could modify an order to
lift the suspension portion of the order in the event a Respondent
complies with the cease and desist portion of the order but
additionally order that the suspension will be re-imposed if Respondent
violates the cease and desist provisions modified order in the future.
The Hearing Panel generally would be required to respond to the request
in writing within 10 days after receipt of the request. An application
to modify, set aside, limit or revoke a suspension order would not stay
the effectiveness of the suspension order.
Proposed paragraph (f) would describe the call for review process
by the Exchange Board of Directors. Specifically, the proposed Rule
would provide that if there is no pending application to the Hearing
Panel to have a suspension order modified, set aside, limited, or
revoked, the Exchange Board of Directors, in accordance with Rule 9310
(Review by Exchange Board of Directors), may call for review the
Hearing Panel decision on whether to issue a suspension order. Further,
the proposed Rule would provide that a call for review by the Exchange
Board of Directors shall not stay the effectiveness of a suspension
order.
Finally, proposed paragraph (g) would provide that sanctions issued
under the proposed Rule 9560 would constitute final and immediately
effective disciplinary sanctions imposed by the Exchange, and that the
right to have any action under the Rule reviewed by the Commission
would be governed by Section 19 of the Act. The filing of an
application for review would not stay the effectiveness of a suspension
order unless the Commission otherwise ordered.
Proposed Amendments to Rule 8313
Finally, the Exchange proposes amendments to Rule 8313 to permit
release to the public of suspension notices and orders issued pursuant
to proposed Rule 9560. Specifically, the Exchange proposes to amend
Rule 8313(a)(3), which provides that the Exchange shall release to the
public information with respect to any suspension, cancellation,
expulsion, or bar that constitutes final Exchange action imposed
pursuant various Exchange Rules, to include a reference to proposed
Rule 9560. The Exchange also proposes to include a notice of the
initiation of a suspension proceeding served pursuant to proposed Rule
9560 in the definition of ``disciplinary complaint'' under Rule
8313(e)(1). Similarly, the Exchange would include suspension orders
issued pursuant to proposed Rule 9560 in the definition of
``disciplinary decision'' under Rule 8313(e)(2). The proposed
amendments to Rule 8313 are consistent with the FINRA Rule 8313 and the
rules of the other SROs modeled on FINRA Rule 8313.\14\
---------------------------------------------------------------------------
\14\ See FINRA Rule 8313; BATS Rule 8.18.
---------------------------------------------------------------------------
* * * * *
In summary, proposed Rule 5220, coupled with proposed Rule 9560,
would provide the Exchange with another form and means of authority to
promptly act to prevent disruptive quoting and trading activity from
continuing on the Exchange. The following example illustrates how the
proposed rule would operate.
Assume that through its surveillance program, Exchange staff
identifies a pattern of potentially disruptive quoting and trading
activity. After an initial investigation, the Exchange would contact
the member organization or covered person responsible for the orders
that caused the activity to request an explanation of the activity as
well as any additional relevant information,
[[Page 25860]]
including the source of the activity. If the Exchange were to continue
to see the same pattern from the same member organization or covered
person and the source of the activity is the same or has been
previously identified as a frequent source of disruptive quoting and
trading activity then the Exchange could initiate an expedited
suspension proceeding by serving notice on the member organization or
covered person that would include details regarding the alleged
violations as well as the proposed sanction.
In such a case the proposed sanction would likely be to order the
member organization or covered person to cease and desist providing
access to the Exchange to the client that is responsible for the
disruptive quoting and trading activity and to suspend such member
organization or covered person unless and until such action is taken.
The member organization or covered person would have the opportunity to
be heard in front of a Hearing Panel at a hearing to be conducted
within 15 days of the notice. If the Hearing Panel determined that the
violation alleged in the notice did not occur or that the conduct or
its continuation would not have the potential to result in significant
market disruption or other significant harm to investors, then the
Hearing Panel would dismiss the suspension order proceeding. If the
Hearing Panel determined that the violation alleged in the notice did
occur and that the conduct or its continuation is likely to result in
significant market disruption or other significant harm to investors,
then the Hearing Panel would issue the order including the proposed
sanction, ordering the member organization or covered person to cease
providing access to the client at issue and suspending such Member
unless and until such action is taken.
If such member organization or covered person wished for the
suspension to be lifted because the client ultimately responsible for
the activity no longer would be provided access to the Exchange, then
such member organization or covered person could apply to the Hearing
Panel to have the order modified, set aside, limited or revoked. The
Exchange notes that the issuance of a suspension order would not alter
the Exchange's ability to further investigate the matter and/or later
sanction the member or member organization pursuant to the Exchange's
standard disciplinary process for supervisory violations or other
violations of Exchange rules or the Act.
The Exchange reiterates that it already has broad authority to take
action against a member organization or covered person in the event
that such member organization or covered person is engaging in or
facilitating disruptive or manipulative trading activity on the
Exchange. For the reasons described above, and in light of recent
matters such as the client access cases described above, as well as
other cases currently under investigation, the Exchange believes that
it is equally important for the Exchange to have this supplemental
authority to promptly initiate expedited suspension proceedings against
any member organization or covered person who has demonstrated a clear
pattern or practice of disruptive quoting and trading activity, as
described above, and to take action including ordering such member
organization or covered person to terminate access to the Exchange to
one or more clients that are [sic] responsible for the violative
activity.
The Exchange recognizes that its proposed authority to issue a
suspension order is a powerful measure that should be used very
cautiously. Consequently, the proposed rules have been designed to
ensure that the proceedings are used to address only the most clear and
serious types of disruptive quoting and trading activity and that the
interests of respondents are protected. For example, to ensure that
proceedings are used appropriately and that the decision to initiate a
proceeding is made only at the highest staff levels, the proposed rules
require the CRO or another senior officer of the Exchange to issue
written authorization before the Exchange can institute an expedited
suspension proceeding. In addition, the rule by its terms is limited to
violations of proposed Rules [sic] 5220, when necessary to protect
investors, other member organizations or covered persons, and the
Exchange.
Further, the Exchange believes that the proposed expedited
suspension provisions described above that provide the opportunity to
respond as well as a Hearing Panel determination prior to taking action
will ensure that the Exchange would not utilize its authority in the
absence of a clear pattern or practice of disruptive quoting and
trading activity. Notwithstanding the adoption of the proposed rules
along with existing disciplinary rules in the 9000 series, the Exchange
also notes that that pursuant to Rule 9555(a)(2) (Failure to Meet the
Eligibility or Qualification Standards or Prerequisites for Access to
Services), if a member organization or covered person cannot continue
to have access to services offered by the Exchange or a member thereof
with safety to investors, creditors, members, or the Exchange, the
Exchange may provide written notice to such member or person limiting
or prohibiting access to services offered by the Exchange or a member
thereof. This ability to impose a temporary restriction upon Members
assists the Exchange in maintaining the integrity of the market and
protecting investors and the public interest.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\15\ in general, and furthers the
objectives of Section 6(b)(5) of the Act,\16\ in particular, in that it
is designed to prevent fraudulent and manipulative acts and practices,
to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in facilitating
transactions in securities, and to remove impediments to and perfect
the mechanism of a free and open market and a national market system,
and, in general to protect investors and the public interest. Pursuant
to the proposal, the Exchange will have a mechanism to promptly
initiate expedited suspension proceedings in the event the Exchange
believes that it has sufficient proof that a violation of proposed Rule
5220 has occurred and is ongoing.
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78f(b).
\16\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
Further, the Exchange believes that the proposal is consistent with
Sections 6(b)(1) and 6(b)(6) of the Act,\17\ which require that the
rules of an exchange enforce compliance with, and provide appropriate
discipline for, violations of the Commission and Exchange rules. The
Exchange believes that the proposal is consistent with the public
interest, the protection of investors, or otherwise in furtherance of
the purposes of the Act because the proposal helps to strengthen the
Exchange's ability to carry out its oversight and enforcement
responsibilities as a self-regulatory organization in cases where
awaiting the conclusion of a full disciplinary proceeding is unsuitable
in view of the potential harm to other member organization and their
customers. The Exchange notes that if this type of conduct is allowed
to continue on the Exchange, the Exchange's reputation could be harmed
because it may appear to the public that the Exchange is not acting to
address the behavior. The proposed expedited process would enable the
Exchange to address the behavior with greater speed.
---------------------------------------------------------------------------
\17\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
As noted throughout this filing, the Exchange believes that these
rule proposals are necessary for the
[[Page 25861]]
protection of investors rather than allowing disruptive quoting and
trading activity to occur for several years. The Exchange believes that
the pattern of disruptive and allegedly manipulative quoting and
trading activity was widespread across multiple exchanges, and the
Exchange, FINRA, and other SROs identified clear patterns of the
behavior in 2007 and 2008 in the equities markets.\18\ The Exchange
believes that this proposal will provide the Exchange with additional
means to enforce against such behavior in an expedited manner while
providing member organizations or covered person with the necessary due
process. The Exchange believes that its proposal is consistent with the
Act because it provides the Exchange with the ability 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 from such ongoing behavior.
---------------------------------------------------------------------------
\18\ See Section 3 herein, the Purpose section, for examples of
conduct referred to herein.
---------------------------------------------------------------------------
The Exchange believes that the proposal is also consistent with
Section 6(b)(7) of the Act,\19\ which requires that the rules of an
exchange ``provide a fair procedure for the disciplining of members and
persons associated with members . . . and the prohibition or limitation
by the exchange of any person with respect to access to services
offered by the exchange or a member thereof.'' Finally, the Exchange
also believes the proposal is consistent with Sections 6(d)(1) and
6(d)(2) of the Act,\20\ which require that the rules of an exchange
with respect to a disciplinary proceeding or proceeding that would
limit or prohibit access to or membership in the exchange require the
exchange to: Provide adequate and specific notice of the charges
brought against a member or person associated with a member, provide an
opportunity to defend against such charges, keep a record, and provide
details regarding the findings and applicable sanctions in the event a
determination to impose a disciplinary sanction is made. The Exchange
believes that each of these requirements is addressed by the notice and
due process provisions included within proposed Rule 9560. Importantly,
as noted above, the Exchange will use the authority proposed in this
filing only in clear and egregious cases when necessary to protect
investors, other member organizations or covered persons and the
Exchange, and even in such cases, respondents will be afforded due
process in connection with the suspension proceedings.
---------------------------------------------------------------------------
\19\ 15 U.S.C. 78f(b)(7).
\20\ 15 U.S.C. 78f(d)(1).
---------------------------------------------------------------------------
Finally, the Exchange believes that amending Rule 8313 to permit
release to the public of suspension notices and orders issued pursuant
to proposed Rule 9560 furthers the objectives of Section 6(b)(5) of the
Act \21\ by providing greater clarity, consistency, and transparency
regarding the release of disciplinary complaints, decisions and other
information to the public. The Exchange also believes that the proposed
rule change promotes greater transparency to the Exchange's
disciplinary process by providing greater access to information
regarding its disciplinary actions and valuable guidance and
information to persons subject to the Exchange's jurisdiction,
regulators, and the investing public.
---------------------------------------------------------------------------
\21\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
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. To the contrary, the Exchange
believes that each self-regulatory organization should be empowered to
regulate trading occurring on their [sic] market consistent with the
Act and without regard to competitive issues. The Exchange is
requesting authority to take appropriate action if necessary for the
protection of investors, other member organizations or covered persons,
and the Exchange. The Exchange also believes that it is important for
all exchanges to be able to take similar action to enforce its [sic]
rules against manipulative conduct thereby leaving no exchange prey to
such conduct. The Exchange does not believe that the proposed rule
change imposes an undue burden on competition, rather this process will
provide the Exchange with necessary means to enforce against violations
of manipulative quoting and trading activity in an expedited manner,
while providing member organizations or covered persons with the
necessary due process. Finally, the proposed rule change is designed to
enhance the Exchange's rules governing the release of disciplinary
complaints, decisions and other information to the public, thereby
providing greater clarity and consistency and resulting in less
burdensome and more efficient regulatory compliance and facilitating
performance of regulatory functions.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \22\ and Rule 19b-4(f)(6) thereunder.\23\
Because the 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 prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.
---------------------------------------------------------------------------
\22\ 15 U.S.C. 78s(b)(3)(A)(iii).
\23\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
A proposed rule change filed under Rule 19b-4(f)(6) \24\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b-4(f)(6)(iii),\25\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest.
---------------------------------------------------------------------------
\24\ 17 CFR 240.19b-4(f)(6).
\25\ 17 CFR 240.19b-4(f)(6)(iii).
---------------------------------------------------------------------------
At any time within 60 days of the filing of such 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 under
Section 19(b)(2)(B) \26\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
---------------------------------------------------------------------------
\26\ 15 U.S.C. 78s(b)(2)(B).
---------------------------------------------------------------------------
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:
[[Page 25862]]
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSE-2017-21 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-NYSE-2017-21. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSE-2017-21 and should be
submitted on or before June 26, 2017.
---------------------------------------------------------------------------
\27\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\27\
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-11502 Filed 6-2-17; 8:45 am]
BILLING CODE 8011-01-P