Self-Regulatory Organizations; NYSE American LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Rules 7.16E, 7.18E, 7.31E, 7.34E, 7.35E, and 7.38E, 9403-9410 [2019-04688]
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Federal Register / Vol. 84, No. 50 / Thursday, March 14, 2019 / Notices
we do not redact or edit personal
identifying information from comment
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–NYSE–
2019–08 and should be submitted on or
before April 4, 2019.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.26
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–04689 Filed 3–13–19; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[SEC File No. 270–482, OMB Control No.
3235–0540]
Proposed Collection; Comment
Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE, Washington, DC
20549–2736.
Extension:
Rule 17a–25
Notice is hereby given that pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.) (‘‘PRA’’), the
Securities and Exchange Commission
(‘‘Commission’’) is soliciting comments
on the existing collection of information
provided for in Rule 17a–25 (17 CFR
204.17a–25) under the Securities
Exchange Act of 1934 (15 U.S.C. 78a et.
seq.).
Paragraph (a)(1) of Rule 17a–25
requires registered broker-dealers to
electronically submit securities
transaction information, including
identifiers for prime brokerage
arrangements, average price accounts,
and depository institutions, in a
standardized format when requested by
the Commission staff. In addition,
Paragraph (c) of Rule 17a–25 requires
broker-dealers to submit, and keep
current, contact person information for
electronic blue sheets (‘‘EBS’’) requests.
The Commission uses the information
for enforcement inquiries or
investigations and trading
reconstructions, as well as for
inspections and examinations.
The Commission estimates that it
sends approximately 13,493 electronic
blue sheet requests per year to clearing
broker-dealers that in turn submit an
26 17
CFR 200.30–3(a)(12).
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average 528,551 responses.1 It is
estimated that each broker-dealer that
responds electronically will take 8
minutes, and each broker-dealer that
responds manually will take 11⁄2 hours
to prepare and submit the securities
trading data requested by the
Commission. The annual aggregate hour
burden for electronic and manual
response firms is estimated to be 34,577
(253,705 × 8 ÷ 60 = 33,827 hours) + (500
× 1.5 = 750 hours), respectively.2
Written comments are invited on: (a)
Whether the proposed collection of
information is necessary for the proper
performance of the functions of the
agency, including whether the
information shall have practical utility;
(b) the accuracy of the agency’s estimate
of the burden of the proposed collection
of information; (c) ways to enhance the
quality, utility, and clarity of the
information to be collected; and (d)
ways to minimize the burden of the
collection of information on
respondents, including through the use
of automated collection techniques or
other forms of information technology.
Consideration will be given to
comments and suggestions submitted in
writing within 60 days of this
publication.
An agency may not conduct or
sponsor, and a person is not required to
respond to, a collection of information
under the PRA unless it displays a
currently valid OMB control number.
Please direct your written comments
to: Charles Riddle, Acting Director/Chief
Information Office, Securities and
Exchange Commission, c/o Candace
Kenner, 100 F Street NE, Washington,
DC 20549 or send an email to: PRA_
Mailbox@sec.gov.
Dated: March 11, 2019.
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–04729 Filed 3–13–19; 8:45 am]
BILLING CODE 8011–01–P
1A
single EBS request has a unique number
assigned to each request (e.g., ‘‘0900001’’).
However, the number of broker-dealer responses
generated from one EBS request can range from one
to several thousand. EBS requests are sent directly
to clearing firms, as the clearing firm is the
repository for trading data for securities
transactions information provided by it and
correspondent firms. Clearing brokers respond for
themselves and other firms they clear for. There
were 528,551 responses during the 25 month period
for an average of 21,142 responses per month or an
average of 253,705 annual responses.
2 Few respondents submit manual EBS responses.
The small percentage of respondents that submit
manual responses do so by hand, via email,
spreadsheet, disk, or other electronic media. Thus,
the number of manual submissions (approximately
500 per year) has minimal effect on the total annual
burden hours.
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9403
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–85272; File No. SR–
NYSEAMER–2019–04]
Self-Regulatory Organizations; NYSE
American LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend Rules 7.16E,
7.18E, 7.31E, 7.34E, 7.35E, and 7.38E
March 8, 2019.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on February
22, 2019, NYSE American LLC (‘‘NYSE
American’’ or the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rules 7.16E (Short Sales), 7.18E (Halts),
7.31E (Orders and Modifiers), 7.34E
(Trading Sessions), 7.35E (Auctions),
and 7.38E (Odd and Mixed Lots). The
proposed rule change is available on the
Exchange’s website 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.
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
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A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Rules 7.16E (Short Sales), 7.18E (Halts),
7.31E (Orders and Modifiers), 7.34E
(Trading Sessions), 7.35E (Auctions),
and 7.38E (Odd and Mixed Lots). The
proposed rule changes are intended to
provide additional specificity in the
Exchange’s rules, streamline order
processing when a security is halted or
paused, and reduce operational
complexity when transitioning to
continuous trading.
Rule 7.16E, Short Sales
Rule 7.16E(f) sets forth how the
Exchange handles short sale orders
when the provisions of paragraph (b)(1)
of Rule 201 of Regulation SHO are in
effect (‘‘Short Sale Period’’).4 The
Exchange proposes to make two changes
to Rule 7.16E. First, the Exchange
proposes to amend how sell short
Market Orders would be processed
during a Short Sale Period. Second, the
Exchange proposes to amend how sell
short orders in Auction-Eligible Orders
would be priced before an auction
during a Short Sale Period.
With respect to the processing of
Market Orders, Rule 7.16E(f)(5) sets
forth how short sale orders are
processed during a Short Sale Period,
which is defined in Rule 7.16E(f)(4).
More specifically, Rule 7.16E(f)(5)(B)
provides how the Exchange processes
sell short Priority 1 and Priority 3
Orders during a Short Sale Period.5 The
current rule provides that such orders,
which are not displayed, are re-priced at
a Permitted Price 6 and are continuously
re-priced at a Permitted Price as the
national best bid moves both up and
down. Accordingly, under the current
rule, during a Short Sale Period, orders
ranked Priority 1—Market Orders, are
processed in the same manner as orders
ranked Priority 3—Non-Display Orders.
The Exchange proposes to change
how sell short Market Orders during a
4 17
CFR 242.201(b)(1).
to Rule 7.36E(e)(1), an order ranked
‘‘Priority 1—Market Orders,’’ which is referred to in
Rule 7.16E(f)(5)(B) as a ‘‘Priority 1 Order’’ refers to
unexecuted Market Orders. Pursuant to Rule
7.31E(a)(1)(A), a Market Order may be held
undisplayed on the Exchange Book. Pursuant to
Rule 7.36E(e)(3), an order ranked ‘‘Priority 3—NonDisplay Orders,’’ which is referred to in Rule
7.16E(f)(5)(B) as a ‘‘Priority 3 Order’’ refers to nonmarketable Limit Orders for which the working
price is not displayed, including the reserve interest
of Reserve Orders.
6 The Permitted Price is one minimum price
variation above the current NBB. See Rule
7.16E(f)(5)(A).
Short Sale Period are processed during
continuous trading to conform to how
such orders are processed for an
auction. As provided for in Commentary
.01(a) to Rule 7.35E, for purposes of
pricing an auction and ranking orders
for allocation in an auction, sell short
Market Orders that are adjusted to a
Permitted Price are processed as Limit
Orders ranked Priority 2—Display
Orders.7 With this proposed rule
change, the Exchange proposes to
extend the functionality currently
applicable to sell short Market Orders
during an auction to how sell short
Market Orders would be processed
during continuous trading, i.e., that
during a Short Sale Period, sell short
Market Orders would be converted into
display orders and would be ranked and
allocated as a displayed order. To effect
this change, the Exchange proposes to
delete references to ‘‘Priority 1 Orders’’
and ‘‘Market Orders’’ in current Rule
7.16E(f)(5)(B) and add new Rule
7.16E(f)(5)(C) that would be applicable
only to Market Orders. Orders ranked
Priority 3—Non-Display Orders would
continue to be processed in the same
manner as they are today under Rule
7.16E(f)(5)(B).
Proposed new Rule 7.16E(f)(5)(C)
would provide that, during a Short Sale
Period, a sell short Market Order would
be ranked Priority 2—Display Orders
and would be subject to Trading Collars
specified in Rule 7.31E(a)(1)(B)(i).8
As discussed below, when a sell short
Market Order is ranked as Priority 2—
Display Orders, it would be assigned a
limit price of one MPV above $0.00. The
Exchange believes that applying Limit
Order Price Protection when such
orders are ranked as Priority 2—Display
Orders would result in all such orders
being rejected as being priced too far
away from the NBBO.9 Accordingly, to
ensure that there is a mechanism
available to prevent such orders from
causing significant price dislocation
during a Sell Short Period, the Exchange
proposes that such orders would
continue to be subject to Trading
Collars, which are applicable to Market
5 Pursuant
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7 See
Commentary .01(a) to Rule 7.35E.
Core Trading Hours, the Trading Collar
is based on a price that is a specified percentage
away from the consolidated last sale price and is
continuously updated based on market activity. If
there is no consolidated last sale price on the same
trading day, the Exchange uses the last Official
Closing Price for the security. See Rule
7.31E(a)(1)(B)(i).
9 Pursuant to Rule 7.31E(a)(2)(B), a Limit Order to
buy (sell) is subject to Limit Order Price Protection
and will be rejected if it is priced at or above
(below) the greater of $0.15 or a specified
percentage away from the NBO (NBB).
8 During
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Orders, rather than to Limit Order Price
Protection.
To address what would happen when
a Short Sale Period is triggered when
there is a resting Market Order on the
Exchange Book, proposed Rule
7.16E(f)(5)(C) would further provide that
if a Short Sale Period is triggered when
an order ranked Priority 1—Market
Orders is resting on the Exchange Book,
such resting order would be converted
to an order ranked Priority 2—Display
Orders. This could happen if there is an
unexecuted Market Order that is
undisplayed on the Exchange Book
pursuant to Rule 7.31E(a)(1)(A). In such
case, the resting order would be
converted to an order ranked Priority
2—Display Orders and would be ranked
and allocated for all purposes as a
displayed order. If the Short Sale Period
ends intraday, such order would be
converted back to an order ranked
Priority 1—Market Orders.
While a sell short Market Order
would be ranked and allocated as
Priority 2—Display Orders during a
Short Sale Period, not all functionality
applicable to displayed orders would be
applicable to such Market Orders. As
proposed, when ranked as Priority 2—
Display Orders, such order would be (1)
assigned a limit price of one MPV above
$0.00; (2) assigned a working and
(during Core Trading Hours) a display
price that is the higher of the Permitted
Price or one MPV above the lower
Trading Collar as determined under
Rule 7.31E(a)(1)(B)(i); and (3) cancelled
if the Permitted Price is or becomes
lower than the Lower Price Band, as
provided in Rule 7.11E(a)(5).
The Exchange believes that assigning
a Market Order with a limit price equal
to one MPV above $0.00 would provide
for a limit price for such order while it
is functioning as an order ranked
Priority 2—Display Orders. However, as
noted above, such limit price would not
be used for purposes of Limit Order
Price Protection. Rather, the Exchange
proposes to continue applying the
Trading Collars applicable to Market
Orders even if such order converts to
displayed interest. Next, the Exchange
believes that assigning such order a
working and display price (during Core
Trading Hours) that is the higher of the
Permitted Price or one MPV above the
lower Trading Collar is consistent both
with how sell short Priority 2—Display
Orders are displayed and priced during
a Short Sale Period and with the
proposal that Trading Collars would
continue to be applicable to such orders.
Not displaying such orders until Core
Trading Hours is also consistent with
the continued behavior that such Market
Orders are not eligible to trade until the
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Core Trading Session. Finally, the
Exchange proposes to cancel such order
if the Permitted Price (i.e., the displayed
price of the order) is or becomes lower
than the Lower Price Band, which is
consistent with how Market Orders are
processed pursuant to Rule
7.11E(a)(5)(A)(i) if they cannot be traded
or routed at prices at or within the Price
Bands. In other words, if the Permitted
Price would be a price at or below the
Lower Price Band, the Exchange
proposes to cancel such order rather
than re-pricing it once again to the
Lower Price Band, even though the
Lower Price Band would be at a price
higher than the Permitted Price. Thus,
no short sale order would be executed
(effected) at or below the NBB during a
Short Sale Period.
With the adoption of proposed Rule
7.16E(f)(5)(C), the Exchange further
proposes to re-number each of current
sub-paragraphs (C)–(I) of Rule
7.16E(f)(5) as (D)–(J) without making
any substantive change to those rules.
With respect to short sale orders and
how they are priced during an auction,
Rule 7.16E(f)(6) states that during a
Short Sale Period, a short sale order will
be executed and displayed without
regard to price if, at the time of initial
display of the short sale order, the order
was at a price above the then current
National Best Bid (‘‘NBB’’).10 Consistent
with this Rule, if a short sale order is
eligible to be displayed at that price
pursuant to Rule 7.16E(f)(6), it would
remain at its previously displayed price
for participation in an opening,
reopening or closing auction. Otherwise,
short sale orders that are unable to
remain at their previously displayed
price pursuant to Rule 7.16E(f)(6) are
priced to a Permitted Price as required
by Rule 7.16E(f)(5).
The Exchange proposes to change this
behavior and no longer apply the
exception permitted under Rule
7.16E(f)(6) to short sale orders when
they participate in an auction.
Accordingly, during a Short Sale Period,
the Exchange proposes to adjust the
price of all short sale orders to a
Permitted Price prior to an auction
during a Short Sale Period, even if such
orders were eligible to remain at their
previously displayed price pursuant to
Rule 7.16E(f)(6). Short sale orders not
executed in an auction would remain at
a Permitted Price for the duration of the
Short Sale Period.
To effect this change, new
subparagraph (8) to Rule 7.16E(f) would
provide that notwithstanding
subparagraph (6) of Rule 7.16E(f), with
respect to the execution of short sale
10 See
also 17 CFR 242.201(b)(1)(iii)(A).
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orders in a covered security in any
auction during the Short Sale Period,
the Exchange would adjust the working
price and display price of such short
sale orders in a covered security to a
Permitted Price before such auction.
Subparagraph (8) to Rule 7.16E(f) would
further provide that if such a short sale
order is not executed in the applicable
auction and is eligible to trade, it will
be priced consistent with paragraph
(f)(5)(A) of Rule 7.16E. In other words,
after the auction, it would not revert
back to a previously-displayed price
pursuant to Rule 7.16E(f)(6). The
Exchange believes that the proposed
rule change would streamline order
processing by adjusting the price of all
short sale orders to a Permitted Price.
The proposal is also consistent with the
treatment of short sale orders on the
Exchange’s affiliate, which also reprices all short sale orders in advance of
an auction.11
With this proposed change, there may
be circumstances when a short sale
order displayed at a price other than a
Permitted Price pursuant to Rule
7.16E(f)(6) may lose the opportunity to
participate in an auction when it repriced to a Permitted Price for the
auction. For example, currently, if a
short sale order is displayed at $9.99
pursuant to current Rule 7.16E(f)(6), the
Permitted Price at the time of the
auction is $10.01 (i.e., the NBB crosses
the Exchange’s displayed offer of $9.99),
and the auction is priced at $10.00, that
sell short order would be eligible to
participate in the auction.12 However,
under the proposed new behavior, that
sell short order would be re-priced to
$10.01 and would not be eligible to
participate in the auction at $10.00.
Based on the Exchange’s review of
existing trading data, the Exchange
believes that this would be an extremely
rare event and would have a de minimis
11 New York Stock Exchange LLC (‘‘NYSE’’) Rule
440B(h) provides that with respect to the execution
of short sale orders in a covered security in any
single-priced opening, re-opening or closing
transaction during the Short Sale Period, the NYSE
will re-price short sale orders in a covered security
as follows: (1) Opening—one minimum price
increment above the national best bid at 9:30 a.m.;
(2) Re-opening following a halt or pause in
trading—one minimum price increment above the
last published Exchange bid prior to such halt or
pause in trading; and (3) Closing—one minimum
price increment above the last published Exchange
bid prior to the close. The Exchange is not
proposing to re-price short sale orders to a price
other than the Permitted Price. Unlike NYSE Rule
440B(h), proposed Rule 7.16E(f)(8) uses the term
‘‘auction’’ in place of ‘‘single-priced opening, reopening or closing transaction’’ for consistency
with Rule 7.35E.
12 Pursuant to Rule 7.35E(a)(6), orders are ranked
for purposes of allocation in an auction and not all
orders are guaranteed to participate.
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9405
impact on the overall execution of short
sale orders in auctions at the Exchange.
The Exchange also proposes to make
a related change to Commentary .01(b)
to Rule 7.35E. That Commentary
provides that short sale orders that are
included in Auction Imbalance
Information, but are not eligible for
continuous trading before the applicable
auction, will be adjusted to a Permitted
Price as the NBB moves both up and
down. For example, for the Auction
Imbalance Information for the Closing
Auction, sell short MOC and LOC
Orders, which are not eligible for
continuous trading, are continually
adjusted to a Permitted Price. With the
proposed change to Rule 7.16E, all short
sale orders would be participating in an
auction at a Permitted Price.
Accordingly, the Exchange proposes to
amend this Commentary to remove the
clause ‘‘but are not eligible for
continuous trading before the applicable
auction.’’ With this proposed change,
the Auction Imbalance Information
would reflect the Permitted Price at
which a short sale order would
participate in an auction.
Rule 7.18E, Halts
Rule 7.18E(b) states that the Exchange
does not conduct Trading Halt Auctions
in UTP Securities and sets forth how the
Exchange processes new and existing
orders in UTP securities during a UTP
Regulatory Halt.13 Rule 7.18E(b)(1)
states that during a UTP Regulatory Halt
the Exchange will cancel any
unexecuted portion of Market Orders
and orders not eligible to trade in the
current trading session on the Exchange
Book. The Exchange proposes to amend
this Rule to further provide that orders
that are not displayed would also be
cancelled during a UTP Regulatory Halt.
To reflect this change, the Exchange
proposes to amend Rule 7.18E(b)(1) to
provide that Non-Displayed Limit
Orders,14 Mid-Point Liquidity (‘‘MPL’’)
Orders,15 Tracking Orders,16 and Pegged
Orders 17 would also be canceled during
a UTP Regulatory Halt. The Exchange
believes that cancelling these nondisplayed orders during a UTP
Regulatory Halt would streamline order
processing once trading resumes.
Rule 7.18E(c) sets forth how the
Exchange processes new and existing
orders in Exchange-listed securities
13 A ‘‘UTP Regulatory Halt’’ is defined in Rule
1.1E as a trade suspension, halt, or paused called
by the UTP Listing Market in a UTP Security that
requires all market centers to halt trading in that
security. The terms UTP Security and UTP Listing
Market are also defined in Rule 1.1E.
14 See Rule 7.31E(d)(2).
15 See Rule 7.31E(d)(3).
16 See Rule 7.31E(d)(4).
17 See Rule 7.31E(h).
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during a halt or pause. Currently, during
such a halt or pause, unexecuted Market
Orders are cancelled and all other
resting orders, including non-displayed
orders, are maintained at their last
working price and display price. The
Exchange proposes to amend how
orders in Exchange-listed securities are
processed during a halt or pause based
on whether orders are eligible to
participate in the Trading Halt Auction.
First, the Exchange proposes to cancel
the unexecuted portion of nondisplayed orders that are not eligible to
participate in a Trading Halt Auction.
To effect this change, the Exchange
proposes to amend Rule 7.18E(c)(1) to
provide that any unexecuted portion of
Non-Displayed Limit Orders, MPL
Orders, Tracking Orders, and Market
Pegged Orders in an Exchange-listed
security would be cancelled during a
halt or pause. This proposed change is
consistent with the above proposal
regarding how non-displayed orders for
UTP Securities during a UTP Regulatory
Halt would be processed under Rule
7.18E(b)(1). The Exchange proposes to
make this change for Exchange-listed
securities as well because such order
types are not eligible to participate in an
auction.
Second, because Market Orders are
eligible to participate in a Trading Halt
Auction, the Exchange proposes to add
new subparagraph (c)(2) to Rule 7.18E 18
to provide that the unexecuted quantity
of a Market Order would be retained.19
The Exchange also proposes to delete
reference to Market Orders in Rule
7.18E(c)(1).
Third, the Exchange proposes to
amend Rule 7.18E(c)(3) to provide that
it would re-price all other resting orders
on the Exchange Book to their limit
price. This proposed change would not
alter how those orders would be ranked
for purposes of a Trading Halt Auction,
which is based on their limit price.20
Rule 7.18E(c)(4), which would be
renumbered as Rule 7.18E(c)(5),
currently provides that incoming Limit
Orders designated as IOC, Cross Orders,
Tracking Orders, Market Pegged Orders
[sic], and Discretionary Pegged Orders
[sic], and Retail Orders [sic] entered
during a halt or pause are rejected. The
Exchange proposes to make a related
18 The Exchange proposes to renumber the
subparagraphs in Rule 7.18E(c) to account for the
addition new subparagraph (c)(2).
19 The quantity of a Market Order to buy (sell) not
traded or routed will remain undisplayed on the
Exchange Book at a working price of the NBO (NBB)
and be eligible to trade with incoming sell (buy)
orders at that price. See Rule 7.31E(a)(1)(A).
20 See Rule 7.35E(a)(6)(A) (Limit Orders, LOO
Orders, and LOC orders will be ranked based on
their limit price and not the price at which they
would participate in the auction).
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change to proposed Rule 7.18E(c)(5) to
provide that incoming Non-Displayed
Limit Orders and MPL Orders entered
during a halt or pause would also be
rejected.
Because such non-displayed orders
would be cancelled during a halt or
pause, the Exchange proposes to amend
Rule 7.18E(c)(5) further to no longer
provide that a request to cancel and
replace a Tracking Order or Pegged
Order is treated as a cancellation
without replacing the order. This text in
current Rule 7.18E(c)(4) is no longer
necessary because incoming Tracking
Orders and Pegged Orders would be
rejected and any unexecuted portion of
such orders resting on the Exchange
Book would be cancelled during a halt
or pause.
The Exchange believes these proposed
changes to Rules 7.18E(c) relating to
non-displayed orders are reasonable
because none of these order types are
eligible to participate in a Trading Halt
Auction either by definition or by their
operation.21 Rejecting or cancelling
these orders resting on the Exchange
Book during a halt or pause would
reduce operational complexity and ease
order processing once the Trading Halt
Auction occurs and the Exchange
transitions to continuous trading.
Rule 7.31E, Orders and Modifiers
As described above, Rule
7.31E(a)(2)(B) sets forth Limit Order
Protection for Limit Orders and
currently provides that a Limit Order
entered before the Core Trading Session
that becomes eligible to trade in the
Core Trading Session will become
subject to Limit Order Price Protection
after the Core Opening Auction. With
this functionality, orders not yet eligible
to trade will not be rejected on arrival,
but rather will be evaluated for Limit
Order Price Protection when they
become eligible to trade.
The Exchange proposes a change to
whether Limit Order Price Protection
would be applied to Limit Orders in
Auction-Eligible Securities entered
during a halt or pause. As proposed, a
Limit Order in an Auction-Eligible
Security entered during a trading halt or
pause, i.e., a period when the Exchange
is not open for trading in such
securities, would not be subject to Limit
Order Price Protection. With this
proposed change, similar to current
21 Non-Displayed Limit Orders, MPL Orders,
Pegged Orders, and Tracking Orders are by
definition ineligible to participate in auctions. See
Rule 7.31E(b)(2), (d)(3), (d)(4), and (h), respectively.
Tracking Orders are to only execute against orders
that are in the process of being routing away and
not against contra-side interest in an auction. See
Rule 7.31E(d)(4).
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Sfmt 4703
functionality, Limit Orders in AuctionEligible Securities would continue to
not be subject to Limit Order Protection
on arrival. The first opportunity for an
order entered during a period when
there is no trading in such security on
the Exchange, i.e., during a trading halt
or pause, would be the single-priced
transaction of a Trading Halt Auction. In
such case, the Limit Order would be
traded in such auction at the price of the
auction and not at the limit price.
Accordingly, the Exchange does not
believe that Limit Order Price Protection
would be necessary for such orders.
To reflect this change, the Exchange
proposes to amend Rule 7.31E(a)(2)(B)
to provide that a Limit Order in an
Auction-Eligible Security entered
during a trading halt or pause would not
be subject to Limit Order Price
Protection.
Rule 7.34E, Trading Sessions
Rule 7.34E(c)(1) describes orders
entry during the Early Trading
Session.22 The Exchange proposes to
add new subparagraph (F) to Rule
7.34E(c)(1) to provide that the following
non-displayed orders would be rejected
if entered before the Auction Processing
Period for the Early Trading Session
concludes: Non-Displayed Limit Orders,
MPL Orders, and Tracking Orders.
Similar to how the Exchange proposes
to cancel non-displayed orders during
halt or pause, the Exchange believes that
rejecting these non-displayed orders
when the Exchange is not engaged in
continuous trading would reduce
operational complexity when the
Exchange transitions to continuous
trading. ETP Holders seeking to enter
theses order types may do so once the
Early Trading Session begins.
Rule 7.35E, Auctions
Rule 7.35E(h), Transition to
Continuous Trading. Rule 7.35E(h) sets
forth how the Exchange transitions to
continuous trading following an
auction, if there is no matched volume
and an auction is not conducted, or
when transitioning from one trading
session to another. Rule 7.35E(h)(2)(A)
provides that during the transition to
continuous trading, an order instruction
(as defined in Rule 7.35E(g)) received
during the Auction Imbalance Freeze,
the transition to continuous trading, or
the Auction Processing Period would be
processed in time sequence with the
processing of orders as specified in
Rules 7.35E(h)(3)(A) or (B) if it relates to
22 The Early Trading Session begins at 7:00 a.m.
Eastern Time and concludes at the commencement
of the Core Trading Session. See Rule 7.34E(a)(1).
The Core Trading Session begins at 9:30 a.m.
Eastern Time. See Rule 7.34E(a)(2).
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an order that was received before the
Auction Processing Period. The
Exchange proposes to amend Rule
7.35E(h)(2)(A) to further provide that
the processing of order instructions
described in that sentence would also
apply to orders that have already
transitioned to continuous trading. This
proposed rule text represents current
functionality and is intended to promote
clarity and transparency in Exchange
rules of when an order instruction
would be applied to an order.
The Exchange proposes to make a
corollary amendment to Rule
7.35E(h)(2)(B) to provide that this
subparagraph of the Rule would apply
only to an order instruction for an order
that has not yet transitioned to
continuous trading. The Exchange also
proposes to make a clarifying
amendment to add the word ‘‘either’’
before the phrase ‘‘the Auction
Processing Period or the transition to
continuous trading.’’
Rule 7.35E(h)(3) sets forth how orders
are processed when transitioning to
continuous trading from a prior trading
session or following an auction.
The Exchange proposes to amend
Rule 7.35E(h)(3)(A)(ii) to remove the
term ‘‘fully-executed’’ from before the
reference to ‘‘display quantity.’’ The
Exchange has amended its Reserve
Order functionality and specifically the
circumstances when a Reserve Order
would be replenished, and the reference
to ‘‘fully-executed’’ is now moot.23
Rule 7.35E(h)(3)(B) provides that
unexecuted orders that (1) were not
eligible to trade in the prior trading
session, (2) for a Trading Halt Auction,
were received during a halt or pause, or
(3) were received during the Auction
Processing Period will be assigned a
new working time at the end of the
Auction Processing Period in time
sequence relative to one another based
on original entry time and will be
processed in time sequence. The
Exchange proposes to amend Rule
7.35E(h)(3)(B) to remove references to
orders received during a halt or pause
under (2) above.24 As noted above, the
Exchange will be reducing the number
of orders that would be accepted during
a halt or pause. Orders not eligible to
participate in a Trading Halt Auction
23 See Securities Exchange Act Release No. 83898
(August 22, 2018), 83 FR 43919 (August 28, 2018)
(SR–NYSEAMER–2018–41) (amending Rule
7.31E(d)(1)(A) to state that the replenish quantity of
a Reserve Order is either the minimum display size
of the order or the remaining quantity of reserve
interest if it is less than the minimum display
quantity).
24 To account for the deletion of paragraph
(h)(3)(B)(2) of Rule 7.35E, paragraph (h)(3)(B)(3)
would be renumbered as (h)(3)(B)(2) and paragraph
(h)(3)(B)(4) would be renumbered as (h)(3)(B)(3).
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would no longer be resting or accepted
during a halt or pause, and therefore,
there would no longer be a need to
assign a working time for such
securities. In addition, orders in
Exchange-listed securities that are
accepted during a halt or pause are
eligible to participate in the Trading
Halt Auction, and therefore, the working
time for such orders is the original entry
time, as provided for in Rule 7.36E(f)(1).
The Exchange believes it is reasonable
for new orders received during a halt or
pause to be processed as provided for in
Rule 7.36E(f)(1) as this is the default
processing for assigning a working time.
Rule 7.38E, Odd and Mixed Lots
The Exchange proposes to amend
Rule 7.38E relating to Odd and Mixed
Lots. Rule 7.38E sets forth requirements
relating to odd lot and mixed lot trading
on the Exchange. Rule 7.38E(b) further
provides that round lot, mixed lot, and
odd lot orders are treated in the same
manner on the Exchange, provided that
the working price of an odd lot order is
adjusted both on arrival and when
resting on the Exchange Book based on
the limit price of the order. Currently,
if the limit price of an odd lot order to
buy (sell) is at or below (above) the PBO
(PBB), the order has a working price
equal to the limit price. If the limit price
of an odd lot order to buy (sell) is above
(below) the PBO (PBB), the order has a
working price equal to the PBO (PBB).
The rule further provides that if the
limit price of an odd lot order to buy
(sell) is above (below) the PBO (PBB)
and the PBBO is crossed, the order has
a working price equal to the PBB (PBO).
Under the current rule, although the
working price of an odd lot order is
adjusted based on the PBBO, the display
price of an odd lot order ranked Priority
2—Display Orders is not adjusted based
on the PBBO. Additionally, the rule
provides that an odd lot order ranked
Priority 2—Display Orders will not be
assigned a new working time if its
working price is adjusted under the
rule. If the display price of an odd lot
order to buy (sell) is above (below) its
working price, the order is ranked and
allocated based on its display price. As
a result, an odd lot bid or offer can be
displayed on the Exchange’s proprietary
data feeds at a price that appears to
cross the PBBO, even if such order
would not be eligible to trade at that
price.
The Exchange proposes to amend
Rule 7.38E(b) to provide that the display
price of an odd lot order would be
adjusted whenever the working price is
adjusted. To effect this change, the
Exchange proposes to amend current
Rule 7.38E(b)(1) to provide that the
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9407
working and display price of an odd lot
order would be adjusted both on arrival
and when resting on the Exchange Book.
The Exchange further proposes to break
current Rule 7.38E(b)(1) into
subparagraphs (A)–(C) so that the rule
provides how odd lot orders are ranked
and executed under each of the
instances provided in the current rule
that are described above.
Proposed Rule 7.38E(b)(1)(A) would
provide that if the limit price of an odd
lot order to buy (sell) is at or below
(above) the PBO (PBB), the order would
have a working price and display price
equal to the limit price of the order.
This proposed rule text does not change
any functionality, but rather, provides
greater specificity of what the display
price would be when the limit price of
an odd lot order is not through the
PBBO.
Proposed Rule 7.38E(b)(1)(B) would
provide that if the limit price of an odd
lot order to buy (sell) is above (below)
the PBO (PBB), the order would have a
working price and display price equal to
the PBO (PBB) unless the order’s
instruction requires a display price to be
different from the PBBO. This proposed
rule text represents new functionality
that the display price of an odd lot order
would be adjusted at the same time as
the working price is currently adjusted
for such order. This proposed
amendment does not change the price at
which such odd lot order would be
eligible to trade, only the price at which
it is displayed on the Exchange’s
proprietary data feeds. The proposed
rule text includes that the display price
would be adjusted to the contra-side
PBBO unless the order’s instruction
requires a display price to be different
from the PBBO to account for those
order types that, by their terms, do not
allow the display price to be equal to a
contra-side PBBO. For example, a NonRoutable Limit Order does not have a
display price equal to the contra-side
PBBO.25 Accordingly, if an odd lot order
were to be a Non-Routable Limit Order,
pursuant to that order’s instructions, it
would have a display price different
from the contra-side PBBO.
Proposed Rule 7.38E(b)(1)(C) would
address what the display price of an odd
lot order would be if the PBBO is locked
or crossed. The Exchange proposes to
expand the current rule text to include
locked markets and add that both the
display price and working price would
be adjusted to the same-side PBBO if the
PBBO is locked or crossed. Accordingly,
as proposed, if the limit price of an odd
lot order to buy (sell) is above (below)
the PBO (PBB) and the PBBO is locked
25 See
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Rule 7.31E(e)(1).
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impediments to and perfect the
mechanism of a free and open market
and a national market system to extend
this functionality to how sell short
Market Orders are processed during
continuous trading. The Exchange
further believes that because Market
Orders would be assigned a limit price
of one MPV above $0.00, it would
remove impediments to and perfect the
mechanism of a free and open market
for sell short Market Orders that have
been converted to an order ranked
Priority 2—Display Orders to continue
to be subject to Trading Collars and be
cancelled if the Permitted Price is equal
to or below the Lower Price Band. The
Exchange believes that the proposed
changes will provide clarity on the short
sale order handling procedures
employed by the Exchange so that such
orders are handled by the Exchange
consistent with Regulation SHO. The
Exchange also believes that the
proposed functionality related to the
processing of short sale orders will
assist ETP Holders in executing or
displaying their orders consistent with
2. Statutory Basis
Regulation SHO.
The proposed rule change is
The proposed change to adopt new
consistent with Section 6(b) of the
subparagraph (8) to Rule 7.16E(f) and to
Act,26 in general, and furthers the
make a related change to Commentary
objectives of Section 6(b)(5),27 in
.01(b) to Rule 7.35E would promote just
particular, because it is designed to
and equitable principles of trade and
prevent fraudulent and manipulative
remove impediments to, and perfect the
acts and practices, to promote just and
mechanism of a free and open market
equitable principles of trade, to foster
and a national market system because it
cooperation and coordination with
would streamline order processing by
persons engaged in facilitating
adjusting the working and display price
transactions in securities, to remove
of all short sale orders to a Permitted
impediments to, and perfect the
Price ahead of an auction with any
mechanism of, a free and open market
unexecuted portion of that short sale
and a national market system and, in
order remaining at a Permitted Price
general, to protect investors and the
following the auction for the remainder
public interest because it would provide of the Short Sale Period. The proposal
additional specificity in the Exchange’s
would provide for consistent pricing of
rules, streamline order processing when all short sale orders during a Short Sale
a security is halted or paused, and
Period, even though certain short sale
reduce operational complexity when
orders would otherwise be permitted to
transitioning to continuous trading.
remain at their previously displayed
Rule 7.16E, Short Sales. The Exchange price pursuant to Rule 7.16E(f)(6). The
believes that the proposed processing of Exchange believes that situations where
sell short Market Orders during a Short
the NBB would cross the price at which
Sale Period, as proposed in Rule
an auction is conducted are rare, and
7.16E(f)(5)(C), would remove
therefore the number of sell short orders
impediments to and perfect the
that could lose an execution
mechanism of a fair and orderly market
opportunity in such circumstances
because it would standardize the
would be de minimis. The proposal is
also consistent with the treatment of
processing of sell short Market Orders
short sale orders on the Exchange’s
for both auctions and continuous
affiliate.28
trading. As described in Commentary
Rule 7.18E, Halts. The proposed
.01(a) to Rule 7.35E, during a Short Sale
change to Rule 7.18E(b) to cancel certain
Period, sell short Market Orders are
non-displayed orders in UTP Securities
currently processed as Limit Orders
during a halt or pause promotes just and
ranked Priority 2—Display Orders. The
Exchange believes that it would remove equitable principles of trade and
removes impediments to, and perfects
or crossed, the order would have a
working price and display price equal to
the PBB (PBO). The proposed rule
would further provide that the working
price and the display price of such odd
lot order would not be adjusted again
until the PBBO unlocks or uncrosses.
Additionally, the Exchange proposes
to delete the last two sentences of
current Rule 7.38E(b)(1) regarding the
display price of odd lot orders and their
ranking given the changes proposed to
the current rule regarding the display
price of an odd lot order render this text
moot. By deleting this rule text, the
general rules governing when a working
time is assigned to an order, as specified
in Rule 7.36E(f)(2), would be applicable
to odd lot orders.
Because of the technology changes
associated with this proposed rule
change, the Exchange will announce the
implementation date of this proposed
rule change by Trader Update. The
Exchange anticipates that the
implementation date will be in the
second quarter of 2019.
26 15
27 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
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17:22 Mar 13, 2019
28 See
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PO 00000
supra note 11.
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the mechanism of, a free and open
market and a national market system
because it would reduce the operational
complexity of processing these orders
following a halt or pause.
The proposed changes to Rules
7.18E(c)(1) and (4) to cancel or reject
various types of non-displayed orders in
Exchange-listed securities during a halt
or pause also promotes just and
equitable principles of trade and
removes impediments to, and perfect
the mechanism of, a free and open
market and a national market system
because none of those orders are eligible
to participate in a Trading Halt Auction
and would reduce operational
complexity when the Exchange
transitions to continuous trading and
orders are placed on the Exchange Book.
The proposed changes to Rule
7.18E(c)(1) and (2) to retain Market
Orders in Exchange-listed securities
during and halt or pause promotes just
and equitable principles of trade
because it would enable those Market
Orders to participate in the Trading Halt
Auction. ETP Holders that do not wish
that their Market Order participate in a
Trading Halt Auction may cancel their
order while the security is halted or
paused.
The proposed change to Rule
7.18E(c)(3) to provide that the Exchange
would re-price orders resting in the
Exchange Book during a halt or pause to
their limit price fosters cooperation and
coordination with persons engaged in
facilitating transactions in securities
because it would align the pricing of
those orders with price at which they
would be ranked for purposes of the
Trading Halt Auction.29
Rule 7.31E, Orders and Modifiers. The
proposed change to Rule 7.31E(a)(2)(B)
to not subject a Limit Order in an
Auction-Eligible Security entered
during a halt or pause to Limit Order
Price Protection removes impediments
to, and perfects the mechanism of, a free
and open market and a national market
system because it is consistent with
other provisions of Rule 7.31E(a)(2)(B)
under which an order would not be
subject to Limit Order Protection on
arrival before they are eligible to trade.
The first opportunity such order would
have to trade would be a single-priced
transaction of a Trading Halt Auction. In
such case, the Limit Order would be
traded in such auction at the price of the
auction and not at the limit price.
Accordingly, the Exchange does not
believe that Limit Order Price Protection
29 See Rule 7.35E(a)(6)(A) (Limit Orders, LOO
Orders, and LOC orders will be ranked based on
their limit price and not the price at which they
would participate in the auction).
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would be necessary for such orders. The
proposal would also provide additional
specificity in the Exchange’s rules
because Limit Orders are not eligible to
trade during a halt or pause and,
therefore, should not be subject to Limit
Order Price Protection.
Rule 7.34E, Trading Sessions. The
proposed changes to Rule 7.34E(c)
promote just and equitable principles of
trade and remove impediments to, and
perfect the mechanism of, a free and
open market and a national market
system because rejecting Non-Displayed
Limit Orders, MPL Orders, and Tracking
Orders entered before the Auction
Processing Period for the Early Open
Auction concludes would reduce
operational complexity when the
Exchange transitions to continuous
trading. It would also streamline order
processing when the Exchange begins
continuous trading by reducing the
operational complexity of processing
these orders following a halt or pause.
ETP Holders seeking to enter theses
order types may do so once the Early
Trading Session begins.
Rule 7.35E, Auctions. The proposed
changes to Rule 7.35E(h)(2) would
remove impediments to, and perfect the
mechanism of, a free and open market
and a national market system because it
adds further specificity to the
Exchange’s rules regarding how order
instruction (as defined in Rule 7.35E(g))
are processed before and after the order
transitions to continuous trading. The
proposed rule change does not alter the
manner in which the Exchange
processes order instructions. Rather, the
proposal provides additional specificity
within the Exchange’s rules, thereby
removing any ambiguity and avoiding
potential investor confusion.
The proposed change to Rule
7.35E(h)(3)(A)(ii) perfects the
mechanism of a free and open market
and a national market system because it
conforms the rule to a recent change to
the description of Reserve Orders under
Rule 7.31E(d)(1)(A) to specify that the
replenish quantity of a Reserve Order
may not be the full display quantity.30
The proposed change to Rule
7.35E(h)(3)(B) to process orders received
during a halt or pause consistent with
Rule 7.36E(f)(1) is consistent with the
proposed changes, described above,
limiting the orders that are accepted
during a halt or pause to those order
types that are eligible to participate in
a Trading Halt Auction. The Exchange
believes that it would remove
impediments to and perfect the
mechanism of a free and open market
and a national market system to apply
30 See
supra note 23.
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the default process for assigning a
working time to such orders.
Rule 7.38E, Odd and Mixed Lots. The
Exchange believes that the proposed
processing of odd lot orders would
remove impediments to and perfect the
mechanism of a fair and orderly market
because the proposed change would
align the working price and display
price of odd lot orders. The proposed
change would not alter the price at
which an odd lot order would be
eligible to trade, but rather, would
provide greater transparency regarding
what price an odd lot order would trade
by aligning the display price of such
order with its working price. The
Exchange believes that this proposed
rule change would further remove
impediments to and perfect the
mechanism of a free and open market
and a national market system by
reducing the potential for an odd lot
order to appear on the Exchange’s
proprietary data feeds as though it is
locking or crossing the PBBO. The
Exchange further believes the proposed
rule change, which proposes to assign a
display price that is equal to the
working price for odd lot orders, would
remove impediments to and perfect the
mechanism of a fair and orderly market
because it would promote transparency
in the ranking and execution of such
orders. Additionally, the Exchange
believes the proposed change to how the
working time of an odd lot order would
be adjusted would remove impediments
to and perfect the mechanism of a free
and open market by aligning the
processing of odd lot orders with the
standard manner by which the working
time is assigned to an order, as provided
for in Rule 7.36E(f)(2).
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 that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed changes to Rules 7.18E, 7.31E,
7.34E and 7.35E are designed to provide
additional specificity to the Exchange’s
rules, reduce operational complexity
during a halt or pause, and streamline
order processing when transitioning to
continuous trading following an
auction. The proposed changes to Rules
7.16E and 7.38E are also designed to
provide additional specificity to the
Exchange’s rules and reduce operational
complexity by (i) aligning the display
price of an odd lot order with its
working price, (ii) converting sell short
Market Orders to displayed interest and
adjusting the working and display price
of short sale orders prior to an auction
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9409
to the Permitted Price, and (iii)
promoting transparency in the ranking
and execution of odd lot orders. These
proposed changes should, therefore,
promote competition by enhancing the
Exchange’s rules to provide greater
specificity to market participants and
improving the efficiency of the
Exchange’s order handling processes.
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 31 and Rule
19b–4(f)(6) thereunder.32 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.
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) 33 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:
31 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
33 15 U.S.C. 78s(b)(2)(B).
32 17
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Electronic Comments
SMALL BUSINESS ADMINISTRATION
• 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–
NYSEAMER–2019–04 on the subject
line.
[Disaster Declaration #15888 and #15889;
Texas Disaster Number TX–00511]
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE, Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEAMER–2019–04. 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 website (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 website 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.
Persons submitting comments are
cautioned that we do not redact or edit
personal identifying information from
comment submissions. You should
submit only information that you wish
to make available publicly. All
submissions should refer to File
Number SR–NYSEAMER–2019–04 and
should be submitted on or before April
4, 2019.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.34
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–04688 Filed 3–13–19; 8:45 am]
BILLING CODE 8011–01–P
34 17
CFR 200.30–3(a)(12).
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Administrative Declaration of a
Disaster for the State of Texas
This is a notice of an
Administrative declaration of a disaster
for the State of Texas dated 03/06/2019.
Incident: Severe Storms and Floods.
Incident Period: 09/10/2018 through
11/02/2018.
DATES: Issued on 03/06/2019.
Physical Loan Application Deadline
Date: 05/06/2019.
Economic Injury (EIDL) Loan
Application Deadline Date: 12/06/2019.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street SW, Suite 6050,
Washington, DC 20416, (202) 205–6734.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
Administrator’s disaster declaration,
applications for disaster loans may be
filed at the address listed above or other
locally announced locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties: Burnet, Llano, Travis,
Walker.
Contiguous Counties:
Texas: Bastrop, Bell, Blanco,
Caldwell, Gillespie, Grimes, Hays,
Houston, Lampasas, Madison,
Mason, Montgomery, San Jacinto,
San Saba, Trinity, Williamson.
The Interest Rates are:
For Physical Damage:
Homeowners with Credit Available Elsewhere ......................
Homeowners without Credit
Available Elsewhere ..............
Businesses with Credit Available Elsewhere ......................
Businesses
without
Credit
Available Elsewhere ..............
Non-Profit Organizations with
Credit Available Elsewhere ...
Non-Profit Organizations without Credit Available Elsewhere .....................................
For Economic Injury:
Businesses & Small Agricultural
Cooperatives without Credit
Available Elsewhere ..............
PO 00000
Frm 00123
Fmt 4703
Sfmt 4703
Non-Profit Organizations without Credit Available Elsewhere .....................................
2.500
The number assigned to this disaster
for physical damage is 15888 6 and for
economic injury is 15889 0.
The State which received an EIDL
Declaration # is Texas.
U.S. Small Business
Administration.
ACTION: Notice.
AGENCY:
SUMMARY:
Percent
(Catalog of Federal Domestic Assistance
Number 59008)
Dated: March 6, 2019.
Linda E. McMahon,
Administrator.
[FR Doc. 2019–04684 Filed 3–13–19; 8:45 am]
BILLING CODE 8025–01–P
DEPARTMENT OF STATE
[Public Notice: 10707]
U.S. Department of State Advisory
Committee on Private International
Law (ACPIL): Public Meeting on
Electronic Commerce—Identity
Management
The Office of the Assistant Legal
Adviser for Private International Law,
Department of State, gives notice of a
public meeting to discuss work by the
United Nations Commission on
International Trade Law (UNCITRAL) in
the area of identity management. The
public meeting will take place on
Monday, April 2, 2019, from 9:30 a.m.
until 12 p.m. EDT. This is not a meeting
of the full Advisory Committee.
At its 2018 annual meeting, the
Commission decided that UNCITRAL’s
Working Group IV should conduct work
on legal issues relating to identity
management and trust services, with a
view to preparing a text aimed at
facilitating cross-border recognition of
identity management and trust services.
Neither the Commission nor the
Working Group have taken a decision
concerning the form of any instrument
Percent
to be developed. To facilitate the work
of the Working Group, the UNCITRAL
Secretariat has drafted ‘‘Draft Provisions
4.000
on the Cross-border Recognition of
2.000 [Identity Management] and Trust
Services’’ (UN Doc. A/CN.9/WG.IV/
7.350 WP.157), available at https://
undocs.org/en/A/CN.9/WG.IV/WP.157,
3.675 and ‘‘Explanatory Remarks on the Draft
Provisions on the Cross-border
2.500 Recognition of Identity Management
and Trust Services’’ (UN Doc. A/CN.9/
2.500 WG.IV/WP.158), available at https://
undocs.org/en/A/CN.9/WG.IV/WP.158.
The purpose of the public meeting is
to obtain the views of concerned
3.675 stakeholders on the issues presented in
E:\FR\FM\14MRN1.SGM
14MRN1
Agencies
[Federal Register Volume 84, Number 50 (Thursday, March 14, 2019)]
[Notices]
[Pages 9403-9410]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2019-04688]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-85272; File No. SR-NYSEAMER-2019-04]
Self-Regulatory Organizations; NYSE American LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Amend
Rules 7.16E, 7.18E, 7.31E, 7.34E, 7.35E, and 7.38E
March 8, 2019.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that on February 22, 2019, NYSE American LLC (``NYSE American''
or the ``Exchange'') filed with the Securities and Exchange Commission
(the ``Commission'') the proposed rule change as described in Items I,
II, and III below, which Items have been prepared by the self-
regulatory organization. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rules 7.16E (Short Sales), 7.18E
(Halts), 7.31E (Orders and Modifiers), 7.34E (Trading Sessions), 7.35E
(Auctions), and 7.38E (Odd and Mixed Lots). The proposed rule change is
available on the Exchange's website 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.
[[Page 9404]]
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend Rules 7.16E (Short Sales), 7.18E
(Halts), 7.31E (Orders and Modifiers), 7.34E (Trading Sessions), 7.35E
(Auctions), and 7.38E (Odd and Mixed Lots). The proposed rule changes
are intended to provide additional specificity in the Exchange's rules,
streamline order processing when a security is halted or paused, and
reduce operational complexity when transitioning to continuous trading.
Rule 7.16E, Short Sales
Rule 7.16E(f) sets forth how the Exchange handles short sale orders
when the provisions of paragraph (b)(1) of Rule 201 of Regulation SHO
are in effect (``Short Sale Period'').\4\ The Exchange proposes to make
two changes to Rule 7.16E. First, the Exchange proposes to amend how
sell short Market Orders would be processed during a Short Sale Period.
Second, the Exchange proposes to amend how sell short orders in
Auction-Eligible Orders would be priced before an auction during a
Short Sale Period.
---------------------------------------------------------------------------
\4\ 17 CFR 242.201(b)(1).
---------------------------------------------------------------------------
With respect to the processing of Market Orders, Rule 7.16E(f)(5)
sets forth how short sale orders are processed during a Short Sale
Period, which is defined in Rule 7.16E(f)(4). More specifically, Rule
7.16E(f)(5)(B) provides how the Exchange processes sell short Priority
1 and Priority 3 Orders during a Short Sale Period.\5\ The current rule
provides that such orders, which are not displayed, are re-priced at a
Permitted Price \6\ and are continuously re-priced at a Permitted Price
as the national best bid moves both up and down. Accordingly, under the
current rule, during a Short Sale Period, orders ranked Priority 1--
Market Orders, are processed in the same manner as orders ranked
Priority 3--Non-Display Orders.
---------------------------------------------------------------------------
\5\ Pursuant to Rule 7.36E(e)(1), an order ranked ``Priority 1--
Market Orders,'' which is referred to in Rule 7.16E(f)(5)(B) as a
``Priority 1 Order'' refers to unexecuted Market Orders. Pursuant to
Rule 7.31E(a)(1)(A), a Market Order may be held undisplayed on the
Exchange Book. Pursuant to Rule 7.36E(e)(3), an order ranked
``Priority 3--Non-Display Orders,'' which is referred to in Rule
7.16E(f)(5)(B) as a ``Priority 3 Order'' refers to non-marketable
Limit Orders for which the working price is not displayed, including
the reserve interest of Reserve Orders.
\6\ The Permitted Price is one minimum price variation above the
current NBB. See Rule 7.16E(f)(5)(A).
---------------------------------------------------------------------------
The Exchange proposes to change how sell short Market Orders during
a Short Sale Period are processed during continuous trading to conform
to how such orders are processed for an auction. As provided for in
Commentary .01(a) to Rule 7.35E, for purposes of pricing an auction and
ranking orders for allocation in an auction, sell short Market Orders
that are adjusted to a Permitted Price are processed as Limit Orders
ranked Priority 2--Display Orders.\7\ With this proposed rule change,
the Exchange proposes to extend the functionality currently applicable
to sell short Market Orders during an auction to how sell short Market
Orders would be processed during continuous trading, i.e., that during
a Short Sale Period, sell short Market Orders would be converted into
display orders and would be ranked and allocated as a displayed order.
To effect this change, the Exchange proposes to delete references to
``Priority 1 Orders'' and ``Market Orders'' in current Rule
7.16E(f)(5)(B) and add new Rule 7.16E(f)(5)(C) that would be applicable
only to Market Orders. Orders ranked Priority 3--Non-Display Orders
would continue to be processed in the same manner as they are today
under Rule 7.16E(f)(5)(B).
---------------------------------------------------------------------------
\7\ See Commentary .01(a) to Rule 7.35E.
---------------------------------------------------------------------------
Proposed new Rule 7.16E(f)(5)(C) would provide that, during a Short
Sale Period, a sell short Market Order would be ranked Priority 2--
Display Orders and would be subject to Trading Collars specified in
Rule 7.31E(a)(1)(B)(i).\8\
---------------------------------------------------------------------------
\8\ During Core Trading Hours, the Trading Collar is based on a
price that is a specified percentage away from the consolidated last
sale price and is continuously updated based on market activity. If
there is no consolidated last sale price on the same trading day,
the Exchange uses the last Official Closing Price for the security.
See Rule 7.31E(a)(1)(B)(i).
---------------------------------------------------------------------------
As discussed below, when a sell short Market Order is ranked as
Priority 2--Display Orders, it would be assigned a limit price of one
MPV above $0.00. The Exchange believes that applying Limit Order Price
Protection when such orders are ranked as Priority 2--Display Orders
would result in all such orders being rejected as being priced too far
away from the NBBO.\9\ Accordingly, to ensure that there is a mechanism
available to prevent such orders from causing significant price
dislocation during a Sell Short Period, the Exchange proposes that such
orders would continue to be subject to Trading Collars, which are
applicable to Market Orders, rather than to Limit Order Price
Protection.
---------------------------------------------------------------------------
\9\ Pursuant to Rule 7.31E(a)(2)(B), a Limit Order to buy (sell)
is subject to Limit Order Price Protection and will be rejected if
it is priced at or above (below) the greater of $0.15 or a specified
percentage away from the NBO (NBB).
---------------------------------------------------------------------------
To address what would happen when a Short Sale Period is triggered
when there is a resting Market Order on the Exchange Book, proposed
Rule 7.16E(f)(5)(C) would further provide that if a Short Sale Period
is triggered when an order ranked Priority 1--Market Orders is resting
on the Exchange Book, such resting order would be converted to an order
ranked Priority 2--Display Orders. This could happen if there is an
unexecuted Market Order that is undisplayed on the Exchange Book
pursuant to Rule 7.31E(a)(1)(A). In such case, the resting order would
be converted to an order ranked Priority 2--Display Orders and would be
ranked and allocated for all purposes as a displayed order. If the
Short Sale Period ends intraday, such order would be converted back to
an order ranked Priority 1--Market Orders.
While a sell short Market Order would be ranked and allocated as
Priority 2--Display Orders during a Short Sale Period, not all
functionality applicable to displayed orders would be applicable to
such Market Orders. As proposed, when ranked as Priority 2--Display
Orders, such order would be (1) assigned a limit price of one MPV above
$0.00; (2) assigned a working and (during Core Trading Hours) a display
price that is the higher of the Permitted Price or one MPV above the
lower Trading Collar as determined under Rule 7.31E(a)(1)(B)(i); and
(3) cancelled if the Permitted Price is or becomes lower than the Lower
Price Band, as provided in Rule 7.11E(a)(5).
The Exchange believes that assigning a Market Order with a limit
price equal to one MPV above $0.00 would provide for a limit price for
such order while it is functioning as an order ranked Priority 2--
Display Orders. However, as noted above, such limit price would not be
used for purposes of Limit Order Price Protection. Rather, the Exchange
proposes to continue applying the Trading Collars applicable to Market
Orders even if such order converts to displayed interest. Next, the
Exchange believes that assigning such order a working and display price
(during Core Trading Hours) that is the higher of the Permitted Price
or one MPV above the lower Trading Collar is consistent both with how
sell short Priority 2--Display Orders are displayed and priced during a
Short Sale Period and with the proposal that Trading Collars would
continue to be applicable to such orders. Not displaying such orders
until Core Trading Hours is also consistent with the continued behavior
that such Market Orders are not eligible to trade until the
[[Page 9405]]
Core Trading Session. Finally, the Exchange proposes to cancel such
order if the Permitted Price (i.e., the displayed price of the order)
is or becomes lower than the Lower Price Band, which is consistent with
how Market Orders are processed pursuant to Rule 7.11E(a)(5)(A)(i) if
they cannot be traded or routed at prices at or within the Price Bands.
In other words, if the Permitted Price would be a price at or below the
Lower Price Band, the Exchange proposes to cancel such order rather
than re-pricing it once again to the Lower Price Band, even though the
Lower Price Band would be at a price higher than the Permitted Price.
Thus, no short sale order would be executed (effected) at or below the
NBB during a Short Sale Period.
With the adoption of proposed Rule 7.16E(f)(5)(C), the Exchange
further proposes to re-number each of current sub-paragraphs (C)-(I) of
Rule 7.16E(f)(5) as (D)-(J) without making any substantive change to
those rules.
With respect to short sale orders and how they are priced during an
auction, Rule 7.16E(f)(6) states that during a Short Sale Period, a
short sale order will be executed and displayed without regard to price
if, at the time of initial display of the short sale order, the order
was at a price above the then current National Best Bid (``NBB'').\10\
Consistent with this Rule, if a short sale order is eligible to be
displayed at that price pursuant to Rule 7.16E(f)(6), it would remain
at its previously displayed price for participation in an opening,
reopening or closing auction. Otherwise, short sale orders that are
unable to remain at their previously displayed price pursuant to Rule
7.16E(f)(6) are priced to a Permitted Price as required by Rule
7.16E(f)(5).
---------------------------------------------------------------------------
\10\ See also 17 CFR 242.201(b)(1)(iii)(A).
---------------------------------------------------------------------------
The Exchange proposes to change this behavior and no longer apply
the exception permitted under Rule 7.16E(f)(6) to short sale orders
when they participate in an auction. Accordingly, during a Short Sale
Period, the Exchange proposes to adjust the price of all short sale
orders to a Permitted Price prior to an auction during a Short Sale
Period, even if such orders were eligible to remain at their previously
displayed price pursuant to Rule 7.16E(f)(6). Short sale orders not
executed in an auction would remain at a Permitted Price for the
duration of the Short Sale Period.
To effect this change, new subparagraph (8) to Rule 7.16E(f) would
provide that notwithstanding subparagraph (6) of Rule 7.16E(f), with
respect to the execution of short sale orders in a covered security in
any auction during the Short Sale Period, the Exchange would adjust the
working price and display price of such short sale orders in a covered
security to a Permitted Price before such auction. Subparagraph (8) to
Rule 7.16E(f) would further provide that if such a short sale order is
not executed in the applicable auction and is eligible to trade, it
will be priced consistent with paragraph (f)(5)(A) of Rule 7.16E. In
other words, after the auction, it would not revert back to a
previously-displayed price pursuant to Rule 7.16E(f)(6). The Exchange
believes that the proposed rule change would streamline order
processing by adjusting the price of all short sale orders to a
Permitted Price. The proposal is also consistent with the treatment of
short sale orders on the Exchange's affiliate, which also re-prices all
short sale orders in advance of an auction.\11\
---------------------------------------------------------------------------
\11\ New York Stock Exchange LLC (``NYSE'') Rule 440B(h)
provides that with respect to the execution of short sale orders in
a covered security in any single-priced opening, re-opening or
closing transaction during the Short Sale Period, the NYSE will re-
price short sale orders in a covered security as follows: (1)
Opening--one minimum price increment above the national best bid at
9:30 a.m.; (2) Re-opening following a halt or pause in trading--one
minimum price increment above the last published Exchange bid prior
to such halt or pause in trading; and (3) Closing--one minimum price
increment above the last published Exchange bid prior to the close.
The Exchange is not proposing to re-price short sale orders to a
price other than the Permitted Price. Unlike NYSE Rule 440B(h),
proposed Rule 7.16E(f)(8) uses the term ``auction'' in place of
``single-priced opening, re-opening or closing transaction'' for
consistency with Rule 7.35E.
---------------------------------------------------------------------------
With this proposed change, there may be circumstances when a short
sale order displayed at a price other than a Permitted Price pursuant
to Rule 7.16E(f)(6) may lose the opportunity to participate in an
auction when it re-priced to a Permitted Price for the auction. For
example, currently, if a short sale order is displayed at $9.99
pursuant to current Rule 7.16E(f)(6), the Permitted Price at the time
of the auction is $10.01 (i.e., the NBB crosses the Exchange's
displayed offer of $9.99), and the auction is priced at $10.00, that
sell short order would be eligible to participate in the auction.\12\
However, under the proposed new behavior, that sell short order would
be re-priced to $10.01 and would not be eligible to participate in the
auction at $10.00. Based on the Exchange's review of existing trading
data, the Exchange believes that this would be an extremely rare event
and would have a de minimis impact on the overall execution of short
sale orders in auctions at the Exchange.
---------------------------------------------------------------------------
\12\ Pursuant to Rule 7.35E(a)(6), orders are ranked for
purposes of allocation in an auction and not all orders are
guaranteed to participate.
---------------------------------------------------------------------------
The Exchange also proposes to make a related change to Commentary
.01(b) to Rule 7.35E. That Commentary provides that short sale orders
that are included in Auction Imbalance Information, but are not
eligible for continuous trading before the applicable auction, will be
adjusted to a Permitted Price as the NBB moves both up and down. For
example, for the Auction Imbalance Information for the Closing Auction,
sell short MOC and LOC Orders, which are not eligible for continuous
trading, are continually adjusted to a Permitted Price. With the
proposed change to Rule 7.16E, all short sale orders would be
participating in an auction at a Permitted Price. Accordingly, the
Exchange proposes to amend this Commentary to remove the clause ``but
are not eligible for continuous trading before the applicable
auction.'' With this proposed change, the Auction Imbalance Information
would reflect the Permitted Price at which a short sale order would
participate in an auction.
Rule 7.18E, Halts
Rule 7.18E(b) states that the Exchange does not conduct Trading
Halt Auctions in UTP Securities and sets forth how the Exchange
processes new and existing orders in UTP securities during a UTP
Regulatory Halt.\13\ Rule 7.18E(b)(1) states that during a UTP
Regulatory Halt the Exchange will cancel any unexecuted portion of
Market Orders and orders not eligible to trade in the current trading
session on the Exchange Book. The Exchange proposes to amend this Rule
to further provide that orders that are not displayed would also be
cancelled during a UTP Regulatory Halt. To reflect this change, the
Exchange proposes to amend Rule 7.18E(b)(1) to provide that Non-
Displayed Limit Orders,\14\ Mid-Point Liquidity (``MPL'') Orders,\15\
Tracking Orders,\16\ and Pegged Orders \17\ would also be canceled
during a UTP Regulatory Halt. The Exchange believes that cancelling
these non-displayed orders during a UTP Regulatory Halt would
streamline order processing once trading resumes.
---------------------------------------------------------------------------
\13\ A ``UTP Regulatory Halt'' is defined in Rule 1.1E as a
trade suspension, halt, or paused called by the UTP Listing Market
in a UTP Security that requires all market centers to halt trading
in that security. The terms UTP Security and UTP Listing Market are
also defined in Rule 1.1E.
\14\ See Rule 7.31E(d)(2).
\15\ See Rule 7.31E(d)(3).
\16\ See Rule 7.31E(d)(4).
\17\ See Rule 7.31E(h).
---------------------------------------------------------------------------
Rule 7.18E(c) sets forth how the Exchange processes new and
existing orders in Exchange-listed securities
[[Page 9406]]
during a halt or pause. Currently, during such a halt or pause,
unexecuted Market Orders are cancelled and all other resting orders,
including non-displayed orders, are maintained at their last working
price and display price. The Exchange proposes to amend how orders in
Exchange-listed securities are processed during a halt or pause based
on whether orders are eligible to participate in the Trading Halt
Auction.
First, the Exchange proposes to cancel the unexecuted portion of
non-displayed orders that are not eligible to participate in a Trading
Halt Auction. To effect this change, the Exchange proposes to amend
Rule 7.18E(c)(1) to provide that any unexecuted portion of Non-
Displayed Limit Orders, MPL Orders, Tracking Orders, and Market Pegged
Orders in an Exchange-listed security would be cancelled during a halt
or pause. This proposed change is consistent with the above proposal
regarding how non-displayed orders for UTP Securities during a UTP
Regulatory Halt would be processed under Rule 7.18E(b)(1). The Exchange
proposes to make this change for Exchange-listed securities as well
because such order types are not eligible to participate in an auction.
Second, because Market Orders are eligible to participate in a
Trading Halt Auction, the Exchange proposes to add new subparagraph
(c)(2) to Rule 7.18E \18\ to provide that the unexecuted quantity of a
Market Order would be retained.\19\ The Exchange also proposes to
delete reference to Market Orders in Rule 7.18E(c)(1).
---------------------------------------------------------------------------
\18\ The Exchange proposes to renumber the subparagraphs in Rule
7.18E(c) to account for the addition new subparagraph (c)(2).
\19\ The quantity of a Market Order to buy (sell) not traded or
routed will remain undisplayed on the Exchange Book at a working
price of the NBO (NBB) and be eligible to trade with incoming sell
(buy) orders at that price. See Rule 7.31E(a)(1)(A).
---------------------------------------------------------------------------
Third, the Exchange proposes to amend Rule 7.18E(c)(3) to provide
that it would re-price all other resting orders on the Exchange Book to
their limit price. This proposed change would not alter how those
orders would be ranked for purposes of a Trading Halt Auction, which is
based on their limit price.\20\
---------------------------------------------------------------------------
\20\ See Rule 7.35E(a)(6)(A) (Limit Orders, LOO Orders, and LOC
orders will be ranked based on their limit price and not the price
at which they would participate in the auction).
---------------------------------------------------------------------------
Rule 7.18E(c)(4), which would be renumbered as Rule 7.18E(c)(5),
currently provides that incoming Limit Orders designated as IOC, Cross
Orders, Tracking Orders, Market Pegged Orders [sic], and Discretionary
Pegged Orders [sic], and Retail Orders [sic] entered during a halt or
pause are rejected. The Exchange proposes to make a related change to
proposed Rule 7.18E(c)(5) to provide that incoming Non-Displayed Limit
Orders and MPL Orders entered during a halt or pause would also be
rejected.
Because such non-displayed orders would be cancelled during a halt
or pause, the Exchange proposes to amend Rule 7.18E(c)(5) further to no
longer provide that a request to cancel and replace a Tracking Order or
Pegged Order is treated as a cancellation without replacing the order.
This text in current Rule 7.18E(c)(4) is no longer necessary because
incoming Tracking Orders and Pegged Orders would be rejected and any
unexecuted portion of such orders resting on the Exchange Book would be
cancelled during a halt or pause.
The Exchange believes these proposed changes to Rules 7.18E(c)
relating to non-displayed orders are reasonable because none of these
order types are eligible to participate in a Trading Halt Auction
either by definition or by their operation.\21\ Rejecting or cancelling
these orders resting on the Exchange Book during a halt or pause would
reduce operational complexity and ease order processing once the
Trading Halt Auction occurs and the Exchange transitions to continuous
trading.
---------------------------------------------------------------------------
\21\ Non-Displayed Limit Orders, MPL Orders, Pegged Orders, and
Tracking Orders are by definition ineligible to participate in
auctions. See Rule 7.31E(b)(2), (d)(3), (d)(4), and (h),
respectively. Tracking Orders are to only execute against orders
that are in the process of being routing away and not against
contra-side interest in an auction. See Rule 7.31E(d)(4).
---------------------------------------------------------------------------
Rule 7.31E, Orders and Modifiers
As described above, Rule 7.31E(a)(2)(B) sets forth Limit Order
Protection for Limit Orders and currently provides that a Limit Order
entered before the Core Trading Session that becomes eligible to trade
in the Core Trading Session will become subject to Limit Order Price
Protection after the Core Opening Auction. With this functionality,
orders not yet eligible to trade will not be rejected on arrival, but
rather will be evaluated for Limit Order Price Protection when they
become eligible to trade.
The Exchange proposes a change to whether Limit Order Price
Protection would be applied to Limit Orders in Auction-Eligible
Securities entered during a halt or pause. As proposed, a Limit Order
in an Auction-Eligible Security entered during a trading halt or pause,
i.e., a period when the Exchange is not open for trading in such
securities, would not be subject to Limit Order Price Protection. With
this proposed change, similar to current functionality, Limit Orders in
Auction-Eligible Securities would continue to not be subject to Limit
Order Protection on arrival. The first opportunity for an order entered
during a period when there is no trading in such security on the
Exchange, i.e., during a trading halt or pause, would be the single-
priced transaction of a Trading Halt Auction. In such case, the Limit
Order would be traded in such auction at the price of the auction and
not at the limit price. Accordingly, the Exchange does not believe that
Limit Order Price Protection would be necessary for such orders.
To reflect this change, the Exchange proposes to amend Rule
7.31E(a)(2)(B) to provide that a Limit Order in an Auction-Eligible
Security entered during a trading halt or pause would not be subject to
Limit Order Price Protection.
Rule 7.34E, Trading Sessions
Rule 7.34E(c)(1) describes orders entry during the Early Trading
Session.\22\ The Exchange proposes to add new subparagraph (F) to Rule
7.34E(c)(1) to provide that the following non-displayed orders would be
rejected if entered before the Auction Processing Period for the Early
Trading Session concludes: Non-Displayed Limit Orders, MPL Orders, and
Tracking Orders. Similar to how the Exchange proposes to cancel non-
displayed orders during halt or pause, the Exchange believes that
rejecting these non-displayed orders when the Exchange is not engaged
in continuous trading would reduce operational complexity when the
Exchange transitions to continuous trading. ETP Holders seeking to
enter theses order types may do so once the Early Trading Session
begins.
---------------------------------------------------------------------------
\22\ The Early Trading Session begins at 7:00 a.m. Eastern Time
and concludes at the commencement of the Core Trading Session. See
Rule 7.34E(a)(1). The Core Trading Session begins at 9:30 a.m.
Eastern Time. See Rule 7.34E(a)(2).
---------------------------------------------------------------------------
Rule 7.35E, Auctions
Rule 7.35E(h), Transition to Continuous Trading. Rule 7.35E(h) sets
forth how the Exchange transitions to continuous trading following an
auction, if there is no matched volume and an auction is not conducted,
or when transitioning from one trading session to another. Rule
7.35E(h)(2)(A) provides that during the transition to continuous
trading, an order instruction (as defined in Rule 7.35E(g)) received
during the Auction Imbalance Freeze, the transition to continuous
trading, or the Auction Processing Period would be processed in time
sequence with the processing of orders as specified in Rules
7.35E(h)(3)(A) or (B) if it relates to
[[Page 9407]]
an order that was received before the Auction Processing Period. The
Exchange proposes to amend Rule 7.35E(h)(2)(A) to further provide that
the processing of order instructions described in that sentence would
also apply to orders that have already transitioned to continuous
trading. This proposed rule text represents current functionality and
is intended to promote clarity and transparency in Exchange rules of
when an order instruction would be applied to an order.
The Exchange proposes to make a corollary amendment to Rule
7.35E(h)(2)(B) to provide that this subparagraph of the Rule would
apply only to an order instruction for an order that has not yet
transitioned to continuous trading. The Exchange also proposes to make
a clarifying amendment to add the word ``either'' before the phrase
``the Auction Processing Period or the transition to continuous
trading.''
Rule 7.35E(h)(3) sets forth how orders are processed when
transitioning to continuous trading from a prior trading session or
following an auction.
The Exchange proposes to amend Rule 7.35E(h)(3)(A)(ii) to remove
the term ``fully-executed'' from before the reference to ``display
quantity.'' The Exchange has amended its Reserve Order functionality
and specifically the circumstances when a Reserve Order would be
replenished, and the reference to ``fully-executed'' is now moot.\23\
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\23\ See Securities Exchange Act Release No. 83898 (August 22,
2018), 83 FR 43919 (August 28, 2018) (SR-NYSEAMER-2018-41) (amending
Rule 7.31E(d)(1)(A) to state that the replenish quantity of a
Reserve Order is either the minimum display size of the order or the
remaining quantity of reserve interest if it is less than the
minimum display quantity).
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Rule 7.35E(h)(3)(B) provides that unexecuted orders that (1) were
not eligible to trade in the prior trading session, (2) for a Trading
Halt Auction, were received during a halt or pause, or (3) were
received during the Auction Processing Period will be assigned a new
working time at the end of the Auction Processing Period in time
sequence relative to one another based on original entry time and will
be processed in time sequence. The Exchange proposes to amend Rule
7.35E(h)(3)(B) to remove references to orders received during a halt or
pause under (2) above.\24\ As noted above, the Exchange will be
reducing the number of orders that would be accepted during a halt or
pause. Orders not eligible to participate in a Trading Halt Auction
would no longer be resting or accepted during a halt or pause, and
therefore, there would no longer be a need to assign a working time for
such securities. In addition, orders in Exchange-listed securities that
are accepted during a halt or pause are eligible to participate in the
Trading Halt Auction, and therefore, the working time for such orders
is the original entry time, as provided for in Rule 7.36E(f)(1). The
Exchange believes it is reasonable for new orders received during a
halt or pause to be processed as provided for in Rule 7.36E(f)(1) as
this is the default processing for assigning a working time.
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\24\ To account for the deletion of paragraph (h)(3)(B)(2) of
Rule 7.35E, paragraph (h)(3)(B)(3) would be renumbered as
(h)(3)(B)(2) and paragraph (h)(3)(B)(4) would be renumbered as
(h)(3)(B)(3).
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Rule 7.38E, Odd and Mixed Lots
The Exchange proposes to amend Rule 7.38E relating to Odd and Mixed
Lots. Rule 7.38E sets forth requirements relating to odd lot and mixed
lot trading on the Exchange. Rule 7.38E(b) further provides that round
lot, mixed lot, and odd lot orders are treated in the same manner on
the Exchange, provided that the working price of an odd lot order is
adjusted both on arrival and when resting on the Exchange Book based on
the limit price of the order. Currently, if the limit price of an odd
lot order to buy (sell) is at or below (above) the PBO (PBB), the order
has a working price equal to the limit price. If the limit price of an
odd lot order to buy (sell) is above (below) the PBO (PBB), the order
has a working price equal to the PBO (PBB). The rule further provides
that if the limit price of an odd lot order to buy (sell) is above
(below) the PBO (PBB) and the PBBO is crossed, the order has a working
price equal to the PBB (PBO).
Under the current rule, although the working price of an odd lot
order is adjusted based on the PBBO, the display price of an odd lot
order ranked Priority 2--Display Orders is not adjusted based on the
PBBO. Additionally, the rule provides that an odd lot order ranked
Priority 2--Display Orders will not be assigned a new working time if
its working price is adjusted under the rule. If the display price of
an odd lot order to buy (sell) is above (below) its working price, the
order is ranked and allocated based on its display price. As a result,
an odd lot bid or offer can be displayed on the Exchange's proprietary
data feeds at a price that appears to cross the PBBO, even if such
order would not be eligible to trade at that price.
The Exchange proposes to amend Rule 7.38E(b) to provide that the
display price of an odd lot order would be adjusted whenever the
working price is adjusted. To effect this change, the Exchange proposes
to amend current Rule 7.38E(b)(1) to provide that the working and
display price of an odd lot order would be adjusted both on arrival and
when resting on the Exchange Book. The Exchange further proposes to
break current Rule 7.38E(b)(1) into subparagraphs (A)-(C) so that the
rule provides how odd lot orders are ranked and executed under each of
the instances provided in the current rule that are described above.
Proposed Rule 7.38E(b)(1)(A) would provide that if the limit price
of an odd lot order to buy (sell) is at or below (above) the PBO (PBB),
the order would have a working price and display price equal to the
limit price of the order. This proposed rule text does not change any
functionality, but rather, provides greater specificity of what the
display price would be when the limit price of an odd lot order is not
through the PBBO.
Proposed Rule 7.38E(b)(1)(B) would provide that if the limit price
of an odd lot order to buy (sell) is above (below) the PBO (PBB), the
order would have a working price and display price equal to the PBO
(PBB) unless the order's instruction requires a display price to be
different from the PBBO. This proposed rule text represents new
functionality that the display price of an odd lot order would be
adjusted at the same time as the working price is currently adjusted
for such order. This proposed amendment does not change the price at
which such odd lot order would be eligible to trade, only the price at
which it is displayed on the Exchange's proprietary data feeds. The
proposed rule text includes that the display price would be adjusted to
the contra-side PBBO unless the order's instruction requires a display
price to be different from the PBBO to account for those order types
that, by their terms, do not allow the display price to be equal to a
contra-side PBBO. For example, a Non-Routable Limit Order does not have
a display price equal to the contra-side PBBO.\25\ Accordingly, if an
odd lot order were to be a Non-Routable Limit Order, pursuant to that
order's instructions, it would have a display price different from the
contra-side PBBO.
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\25\ See Rule 7.31E(e)(1).
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Proposed Rule 7.38E(b)(1)(C) would address what the display price
of an odd lot order would be if the PBBO is locked or crossed. The
Exchange proposes to expand the current rule text to include locked
markets and add that both the display price and working price would be
adjusted to the same-side PBBO if the PBBO is locked or crossed.
Accordingly, as proposed, if the limit price of an odd lot order to buy
(sell) is above (below) the PBO (PBB) and the PBBO is locked
[[Page 9408]]
or crossed, the order would have a working price and display price
equal to the PBB (PBO). The proposed rule would further provide that
the working price and the display price of such odd lot order would not
be adjusted again until the PBBO unlocks or uncrosses.
Additionally, the Exchange proposes to delete the last two
sentences of current Rule 7.38E(b)(1) regarding the display price of
odd lot orders and their ranking given the changes proposed to the
current rule regarding the display price of an odd lot order render
this text moot. By deleting this rule text, the general rules governing
when a working time is assigned to an order, as specified in Rule
7.36E(f)(2), would be applicable to odd lot orders.
Because of the technology changes associated with this proposed
rule change, the Exchange will announce the implementation date of this
proposed rule change by Trader Update. The Exchange anticipates that
the implementation date will be in the second quarter of 2019.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Act,\26\ in general, and furthers the objectives of Section
6(b)(5),\27\ in particular, because 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, 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 because it would provide additional
specificity in the Exchange's rules, streamline order processing when a
security is halted or paused, and reduce operational complexity when
transitioning to continuous trading.
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\26\ 15 U.S.C. 78f(b).
\27\ 15 U.S.C. 78f(b)(5).
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Rule 7.16E, Short Sales. The Exchange believes that the proposed
processing of sell short Market Orders during a Short Sale Period, as
proposed in Rule 7.16E(f)(5)(C), would remove impediments to and
perfect the mechanism of a fair and orderly market because it would
standardize the processing of sell short Market Orders for both
auctions and continuous trading. As described in Commentary .01(a) to
Rule 7.35E, during a Short Sale Period, sell short Market Orders are
currently processed as Limit Orders ranked Priority 2--Display Orders.
The Exchange believes that it would remove impediments to and perfect
the mechanism of a free and open market and a national market system to
extend this functionality to how sell short Market Orders are processed
during continuous trading. The Exchange further believes that because
Market Orders would be assigned a limit price of one MPV above $0.00,
it would remove impediments to and perfect the mechanism of a free and
open market for sell short Market Orders that have been converted to an
order ranked Priority 2--Display Orders to continue to be subject to
Trading Collars and be cancelled if the Permitted Price is equal to or
below the Lower Price Band. The Exchange believes that the proposed
changes will provide clarity on the short sale order handling
procedures employed by the Exchange so that such orders are handled by
the Exchange consistent with Regulation SHO. The Exchange also believes
that the proposed functionality related to the processing of short sale
orders will assist ETP Holders in executing or displaying their orders
consistent with Regulation SHO.
The proposed change to adopt new subparagraph (8) to Rule 7.16E(f)
and to make a related change to Commentary .01(b) to Rule 7.35E would
promote just and equitable principles of trade and remove impediments
to, and perfect the mechanism of a free and open market and a national
market system because it would streamline order processing by adjusting
the working and display price of all short sale orders to a Permitted
Price ahead of an auction with any unexecuted portion of that short
sale order remaining at a Permitted Price following the auction for the
remainder of the Short Sale Period. The proposal would provide for
consistent pricing of all short sale orders during a Short Sale Period,
even though certain short sale orders would otherwise be permitted to
remain at their previously displayed price pursuant to Rule
7.16E(f)(6). The Exchange believes that situations where the NBB would
cross the price at which an auction is conducted are rare, and
therefore the number of sell short orders that could lose an execution
opportunity in such circumstances would be de minimis. The proposal is
also consistent with the treatment of short sale orders on the
Exchange's affiliate.\28\
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\28\ See supra note 11.
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Rule 7.18E, Halts. The proposed change to Rule 7.18E(b) to cancel
certain non-displayed orders in UTP Securities during a halt or pause
promotes just and equitable principles of trade and removes impediments
to, and perfects the mechanism of, a free and open market and a
national market system because it would reduce the operational
complexity of processing these orders following a halt or pause.
The proposed changes to Rules 7.18E(c)(1) and (4) to cancel or
reject various types of non-displayed orders in Exchange-listed
securities during a halt or pause also promotes just and equitable
principles of trade and removes impediments to, and perfect the
mechanism of, a free and open market and a national market system
because none of those orders are eligible to participate in a Trading
Halt Auction and would reduce operational complexity when the Exchange
transitions to continuous trading and orders are placed on the Exchange
Book.
The proposed changes to Rule 7.18E(c)(1) and (2) to retain Market
Orders in Exchange-listed securities during and halt or pause promotes
just and equitable principles of trade because it would enable those
Market Orders to participate in the Trading Halt Auction. ETP Holders
that do not wish that their Market Order participate in a Trading Halt
Auction may cancel their order while the security is halted or paused.
The proposed change to Rule 7.18E(c)(3) to provide that the
Exchange would re-price orders resting in the Exchange Book during a
halt or pause to their limit price fosters cooperation and coordination
with persons engaged in facilitating transactions in securities because
it would align the pricing of those orders with price at which they
would be ranked for purposes of the Trading Halt Auction.\29\
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\29\ See Rule 7.35E(a)(6)(A) (Limit Orders, LOO Orders, and LOC
orders will be ranked based on their limit price and not the price
at which they would participate in the auction).
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Rule 7.31E, Orders and Modifiers. The proposed change to Rule
7.31E(a)(2)(B) to not subject a Limit Order in an Auction-Eligible
Security entered during a halt or pause to Limit Order Price Protection
removes impediments to, and perfects the mechanism of, a free and open
market and a national market system because it is consistent with other
provisions of Rule 7.31E(a)(2)(B) under which an order would not be
subject to Limit Order Protection on arrival before they are eligible
to trade. The first opportunity such order would have to trade would be
a single-priced transaction of a Trading Halt Auction. In such case,
the Limit Order would be traded in such auction at the price of the
auction and not at the limit price. Accordingly, the Exchange does not
believe that Limit Order Price Protection
[[Page 9409]]
would be necessary for such orders. The proposal would also provide
additional specificity in the Exchange's rules because Limit Orders are
not eligible to trade during a halt or pause and, therefore, should not
be subject to Limit Order Price Protection.
Rule 7.34E, Trading Sessions. The proposed changes to Rule 7.34E(c)
promote just and equitable principles of trade and remove impediments
to, and perfect the mechanism of, a free and open market and a national
market system because rejecting Non-Displayed Limit Orders, MPL Orders,
and Tracking Orders entered before the Auction Processing Period for
the Early Open Auction concludes would reduce operational complexity
when the Exchange transitions to continuous trading. It would also
streamline order processing when the Exchange begins continuous trading
by reducing the operational complexity of processing these orders
following a halt or pause. ETP Holders seeking to enter theses order
types may do so once the Early Trading Session begins.
Rule 7.35E, Auctions. The proposed changes to Rule 7.35E(h)(2)
would remove impediments to, and perfect the mechanism of, a free and
open market and a national market system because it adds further
specificity to the Exchange's rules regarding how order instruction (as
defined in Rule 7.35E(g)) are processed before and after the order
transitions to continuous trading. The proposed rule change does not
alter the manner in which the Exchange processes order instructions.
Rather, the proposal provides additional specificity within the
Exchange's rules, thereby removing any ambiguity and avoiding potential
investor confusion.
The proposed change to Rule 7.35E(h)(3)(A)(ii) perfects the
mechanism of a free and open market and a national market system
because it conforms the rule to a recent change to the description of
Reserve Orders under Rule 7.31E(d)(1)(A) to specify that the replenish
quantity of a Reserve Order may not be the full display quantity.\30\
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\30\ See supra note 23.
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The proposed change to Rule 7.35E(h)(3)(B) to process orders
received during a halt or pause consistent with Rule 7.36E(f)(1) is
consistent with the proposed changes, described above, limiting the
orders that are accepted during a halt or pause to those order types
that are eligible to participate in a Trading Halt Auction. The
Exchange believes that it would remove impediments to and perfect the
mechanism of a free and open market and a national market system to
apply the default process for assigning a working time to such orders.
Rule 7.38E, Odd and Mixed Lots. The Exchange believes that the
proposed processing of odd lot orders would remove impediments to and
perfect the mechanism of a fair and orderly market because the proposed
change would align the working price and display price of odd lot
orders. The proposed change would not alter the price at which an odd
lot order would be eligible to trade, but rather, would provide greater
transparency regarding what price an odd lot order would trade by
aligning the display price of such order with its working price. The
Exchange believes that this proposed rule change would further remove
impediments to and perfect the mechanism of a free and open market and
a national market system by reducing the potential for an odd lot order
to appear on the Exchange's proprietary data feeds as though it is
locking or crossing the PBBO. The Exchange further believes the
proposed rule change, which proposes to assign a display price that is
equal to the working price for odd lot orders, would remove impediments
to and perfect the mechanism of a fair and orderly market because it
would promote transparency in the ranking and execution of such orders.
Additionally, the Exchange believes the proposed change to how the
working time of an odd lot order would be adjusted would remove
impediments to and perfect the mechanism of a free and open market by
aligning the processing of odd lot orders with the standard manner by
which the working time is assigned to an order, as provided for in Rule
7.36E(f)(2).
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 that is not necessary or appropriate
in furtherance of the purposes of the Act. The proposed changes to
Rules 7.18E, 7.31E, 7.34E and 7.35E are designed to provide additional
specificity to the Exchange's rules, reduce operational complexity
during a halt or pause, and streamline order processing when
transitioning to continuous trading following an auction. The proposed
changes to Rules 7.16E and 7.38E are also designed to provide
additional specificity to the Exchange's rules and reduce operational
complexity by (i) aligning the display price of an odd lot order with
its working price, (ii) converting sell short Market Orders to
displayed interest and adjusting the working and display price of short
sale orders prior to an auction to the Permitted Price, and (iii)
promoting transparency in the ranking and execution of odd lot orders.
These proposed changes should, therefore, promote competition by
enhancing the Exchange's rules to provide greater specificity to market
participants and improving the efficiency of the Exchange's order
handling processes.
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 \31\ and Rule 19b-4(f)(6) thereunder.\32\
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.
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\31\ 15 U.S.C. 78s(b)(3)(A)(iii).
\32\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
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) \33\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\33\ 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 9410]]
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-NYSEAMER-2019-04 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEAMER-2019-04. 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 website (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 website 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. Persons submitting comments are
cautioned that we do not redact or edit personal identifying
information from comment submissions. You should submit only
information that you wish to make available publicly. All submissions
should refer to File Number SR-NYSEAMER-2019-04 and should be submitted
on or before April 4, 2019.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\34\
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\34\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019-04688 Filed 3-13-19; 8:45 am]
BILLING CODE 8011-01-P