Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Order Approving a Proposed Rule Change To Amend FINRA Rule 6750 Regarding the Publication of Aggregated Transaction Information on U.S. Treasury Securities, 49626-49628 [2022-17225]
Download as PDF
49626
Federal Register / Vol. 87, No. 154 / Thursday, August 11, 2022 / Notices
become operative immediately upon
filing. The Exchange has indicated that
there is a continued need to extend the
temporary relief because the Exchange
does not believe the COVID–19 related
health concerns necessitating this relief
will meaningfully subside by July 31,
2022.18 Importantly, extending the
temporary relief provided in SR–
NASDAQ–2020–076 immediately upon
filing and without a 30-day operative
delay will allow the Exchange to
continue critical adjudicatory and
review processes in a reasonable and
fair manner and meet its critical
investor protection goals, while also
following best practices with respect to
the health and safety of hearing
participants.19 The Commission also
notes that this proposal extends without
change the temporary relief previously
provided by SR–NASDAQ–2020–076.20
As proposed, the temporary changes
would be in place through October 31,
2022 and the amended rules will revert
back to their original state at the
conclusion of the temporary relief
period and, if applicable, any extension
thereof.21 For these reasons, the
Commission believes that waiver of the
30-day operative delay for this proposal
is consistent with the protection of
investors and the public interest.
Accordingly, the Commission hereby
waives the 30-day operative delay and
designates the proposal operative upon
filing.22
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
18 See
supra Item II.
87 FR 43335, at 43337–38 (noting the same
in granting FINRA’s request to waive the 30-day
operative delay so that SR–FINRA–2022–018 would
become operative immediately upon filing).
20 See supra note 9.
21 See supra note 4. As noted above, the Exchange
states that if it requires temporary relief from the
rule requirements identified in this proposal
beyond October 31, 2022, it may submit a separate
rule filing to extend the effectiveness of the
temporary relief under these rules.
22 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule change’s impact on efficiency,
competition, and capital formation. See 15 U.S.C.
78c(f).
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19 See
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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:
[FR Doc. 2022–17223 Filed 8–10–22; 8:45 am]
Electronic Comments
BILLING CODE 8011–01–P
• Use the Commission’s internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NASDAQ–2022–044 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2022–044. 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–NASDAQ–2022–044 and
should be submitted on or before
September 1, 2022.
PO 00000
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
J. Matthew DeLesDernier,
Deputy Secretary.
Sfmt 4703
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–95438; File No. SR–FINRA–
2022–017]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Order Approving a
Proposed Rule Change To Amend
FINRA Rule 6750 Regarding the
Publication of Aggregated Transaction
Information on U.S. Treasury
Securities
August 5, 2022.
I. Introduction
On June 23, 2022, the Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’) filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2 a
proposed rule change to amend FINRA
Rule 6750 to provide that FINRA may
publish or distribute aggregated
transaction information and statistics on
U.S. Treasury Securities on a more
frequent basis. The proposed rule
change was published for comment in
the Federal Register on July 1, 2022.3
The Commission received one comment
letter on the proposed rule change.4
This order approves the proposed rule
change.
II. Description of the Proposal
On March 10, 2020 FINRA began
posting on its website weekly, aggregate
data on the trading volume of U.S.
Treasury Securities 5 reported to the
23 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 95165
(June 27, 2022), 87 FR 39573 (July 1, 2022)
(‘‘Notice’’).
4 See Letter from Stephen John Berger, Managing
Director, Global Head of Government & Regulatory
Policy, Citadel Securities, to Vanessa Countryman,
Secretary, Commission (July 21, 2022) (‘‘Citadel
Letter’’). Comment letters are available at: https://
www.sec.gov/comments/sr-finra-2022-017/
srfinra2022017.htm.
5 ‘‘U.S. Treasury Security’’ means a security, other
than a savings bond, issued by the U.S. Department
of the Treasury (‘‘Treasury Department’’) to fund
the operations of the federal government or to retire
such outstanding securities. The term also includes
separate principal and interest components of a
U.S. Treasury Security that have been separated
1 15
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Federal Register / Vol. 87, No. 154 / Thursday, August 11, 2022 / Notices
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Trade Reporting And Compliance
Engine (TRACE).6 FINRA is proposing
to amend paragraph (b) of
Supplementary Material .01 to FINRA
Rule 6750 to delete the word ‘‘weekly’’
so as to permit more frequent
publication of aggregated U.S. Treasury
Security transaction information and
statistics, such as on a daily basis.7
FINRA states that the more frequent
aggregated U.S. Treasury Security data
would continue to not identify
individual market participants or
transactions, and that FINRA would
continue to not publish aggregated
transaction information and statistics by
individual U.S. Treasury Security
(except for the category of on-the-run
U.S. Treasury Securities because there is
only one on-the-run security at a time
for each subtype and maturity).8 FINRA
also states that the aggregate U.S.
Treasury Security data would continue
to be provided at no charge (unless
FINRA first submits an appropriate rule
filing establishing a fee for this data).9
FINRA states that the proposed rule
change will become effective on the date
of Commission approval.10
pursuant to the Separate Trading of Registered
Interest and Principal of Securities (STRIPS)
program operated by the Treasury Department. See
FINRA Rule 6710(p).
6 See, e.g., Supplementary Material .01(b) to
FINRA Rule 6750; FINRA Press Release, FINRA
Launches New Data on Treasury Securities Trading
Volume, available at https://www.finra.org/mediacenter/newsreleases/2020/finra-launches-new-datatreasury-securities-trading-volume.
7 On July 10, 2017, FINRA members began
reporting information on transactions in U.S.
Treasury Securities to TRACE. Information reported
to TRACE regarding individual transactions in U.S.
Treasury Securities is used for regulatory and other
official sector purposes and is not published or
disseminated. Pursuant to FINRA Rule 6750
(Dissemination of Transaction Information) FINRA
may, at its discretion, publish or distribute weekly
aggregated transaction information and statistics on
U.S. Treasury Securities at no charge (unless FINRA
submits a rule filing imposing a fee for such data).
FINRA states it has received favorable feedback on
the weekly aggregated trading volume data for U.S.
Treasury Securities that is currently made available
on its website and that, in consultation with the
Treasury Department, it now believes it would be
appropriate to increase the frequency by which this
aggregated data is made available. See Notice, supra
note 3, 87 FR at 39573.
8 See Notice, supra note 3, 87 FR at 39573–74. See
also Rule 6750.01(b) (providing that aggregated
transaction information and statistics on U.S.
Treasury Securities will not be published or
distributed by individual security (except for
aggregated data that includes on-the-run U.S.
Treasury Securities that may have had only one onthe-run security during the aggregated period) and
will not identify individual market participants or
transactions).
9 See Notice, supra note 3, 87 FR at 39574;
Supplementary Material .01(b) to FINRA Rule 6750.
10 See id.
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III. Discussion and Commission
Findings
After careful consideration, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
a national securities association.11 In
particular, the Commission finds that
the proposed rule change is consistent
with Section 15A(b)(6) of the Act,12
which requires, among other things, that
FINRA rules be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, and, in general, to
protect investors and the public interest.
The Commission received one
comment letter in response to the
proposal.13 This commenter states that
dissemination of more frequent
aggregated transaction information will
facilitate a better and more timely
understanding of overall trading activity
in U.S. Treasury securities and will
improve the efficiency of the U.S.
Treasury market.14 The commenter
further states that FINRA’s proposal is
another positive incremental step in
enhancing transparency in the U.S.
Treasury market.15
The Commission believes that the
proposal will benefit investors and
market participants by providing them
with timelier insights into activity in the
U.S. Treasury Securities markets while
maintaining the confidentiality of
individual market participants and
transactions. The proposal would enable
FINRA, in its discretion, to publish or
distribute at no charge (unless FINRA
submits a rule filing imposing a fee for
such data) aggregated transaction
information and statistics on TRACEEligible Securities 16 that are U.S.
Treasury Securities on a more frequent
basis than the weekly cadence provided
under the current rule. FINRA
represents it has received favorable
11 In approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
12 15 U.S.C. 78o–3(b)(6).
13 See Citadel Letter, supra note 4 at 1.
14 See Citadel Letter, supra note 4 at 1.
15 See Citadel Letter, supra note 4 at 1.
16 ‘‘TRACE-Eligible Security’’ means a debt
security that is United States (‘‘U.S.’’) dollardenominated and is: (1) issued by a U.S. or foreign
private issuer, and, if a ‘‘restricted security’’ as
defined in Securities Act Rule 144(a)(3), sold
pursuant to Securities Act Rule 144A; (2) issued or
guaranteed by an Agency as defined in FINRA Rule
6710(k) or a Government-Sponsored Enterprise as
defined in FINRA Rule 6710(n); or (3) a U.S.
Treasury Security as defined in FINRA Rule
6710(p). ‘‘TRACE-Eligible Security’’ does not
include a debt security that is issued by a foreign
sovereign or a Money Market Instrument as defined
in FINRA Rule 6710(o). See FINRA Rule 6710(a).
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49627
feedback on the weekly aggregated
trading volume data for U.S. Treasury
Securities that is currently made
available on its website and, in that, in
consultation with the Treasury
Department, FINRA now believes it
would be appropriate to increase the
frequency within which this aggregated
data is made available.17 The
Commission believes that the more
frequent availability of such aggregated
transaction information on U.S.
Treasury Securities would provide
greater overall transparency into the
market for U.S. Treasury Securities.
The Commission also believes that the
proposal is reasonably designed to
preserve the confidentiality of
individual market participants and
transactions, as aggregated transaction
information and statistics on U.S.
Treasury Securities would not be
published or distributed by individual
security (except for aggregated data that
includes on-the-run U.S. Treasury
Securities that may have had only one
on-the-run security during the
aggregated period), and would not
identify individual market participants
or transactions.18 In addition, FINRA
represents that the proposed rule change
would not impose any additional
requirements on firms, because any
aggregate statistics that are published or
distributed by FINRA pursuant to this
rule change would be derived from
trade reports already required to be
submitted to TRACE.19
Pursuant to Section 19(b)(5) of the
Act,20 the Commission consulted with
and considered the views of the
Treasury Department in determining to
approve the proposed rule change. The
Treasury Department indicated its
support for the proposal.21 Pursuant to
Section 19(b)(6) of the Act,22 the
17 See
Notice, supra note 3, 87 FR at 39573.
Notice, supra note 3, 87 FR at 39573–74;
Supplementary Material .01(b) to FINRA Rule 6750.
19 See Notice, supra note 3, 87 FR at 39574.
20 See 15 U.S.C. 78s(b)(5) (providing that the
Commission ‘‘shall consult with and consider the
views of the Secretary of the Treasury prior to
approving a proposed rule filed by a registered
securities association that primarily concerns
conduct related to transactions in government
securities, except where the Commission
determines that an emergency exists requiring
expeditious or summary action and publishes its
reasons therefor’’).
21 See Email from U.S. Treasury Department staff
to Justin Pica, Division of Trading and Markets,
Commission (August 4, 2022). See also Quarterly
Refunding Statement of U.S. Treasury Department
Assistant Secretary for Financial Markets Josh Frost
(August 3, 2022) (stating that ‘‘Treasury supports
[FINRA’s] recent proposed rule change to publish
the aggregated U.S. Treasury Security transaction
information and statistics on a more frequent
basis’’) available at https://home.treasury.gov/news/
press-releases/jy0908.
22 15 U.S.C. 78s(b)(6).
18 See
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Federal Register / Vol. 87, No. 154 / Thursday, August 11, 2022 / Notices
Commission has considered the
sufficiency and appropriateness of
existing laws and rules applicable to
government securities brokers,
government securities dealers, and their
associated persons in approving the
proposal.
The proposal will benefit investors
and market participants by promoting
greater transparency into the U.S.
Treasury Securities market while also
maintaining the confidentiality of
individual market participants and
transactions.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
proposed rule change (SR–FINRA–
2022–017) is approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
J. Matthew DeLesDernier,
Deputy Secretary.
[FR Doc. 2022–17225 Filed 8–10–22; 8:45 am]
BILLING CODE 8011–01–P
comments on the proposed rule change
from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
The proposed rule change consists of
amendments to NSCC’s Rules &
Procedures (‘‘Rules’’) in order to
enhance NSCC’s Automated Customer
Account Transfer Service (‘‘ACATS’’),
as described in greater detail below.5
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission, the
clearing agency included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
clearing agency has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
SECURITIES AND EXCHANGE
COMMISSION
1. Purpose
[Release No. 34–95437; File No. SR–NSCC–
2022–011]
Self-Regulatory Organizations;
National Securities Clearing
Corporation; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Enhance National
Securities Clearing Corporation
Automated Customer Account
Transfer Service
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August 5, 2022.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on July 26,
2022, National Securities Clearing
Corporation (‘‘NSCC’’ or ‘‘Corporation’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II and III below, which Items
have been prepared by the clearing
agency. NSCC filed the proposed rule
change pursuant to Section 19(b)(3)(A)
of the Act 3 and Rule 19b–4(f)(4)
thereunder.4 The Commission is
publishing this notice to solicit
23 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(4).
24 17
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17:49 Aug 10, 2022
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The proposed rule change consists of
modifications to NSCC’s Rules to
expand the ‘‘receiver delete’’
functionality in ACATS to additional
products.
(i) Background
ACATS is a non-guaranteed service
provided by NSCC that enables
Members to effect transfers of customer
accounts among themselves. ACATS
complements Financial Industry
Regulatory Authority (‘‘FINRA’’) Rule
11870 (‘‘FINRA Rule 11870’’) regarding
customer account transfers, which
requires FINRA members to use
automated clearing agency customer
account transfer services and to effect
customer account transfers within
specified time frames.6 ACATS
automates and standardizes procedures
for the transfer of assets in a customer
account, allowing Members to
efficiently and automatically enter,
review, and generate instructions to
settle customer account transfers. The
5 Terms not defined herein are defined in the
Rules, available at https://dtcc.com/∼/media/Files/
Downloads/legal/rules/nscc_rules.pdf.
6 See FINRA Rule 11870, available at https://
www.finra.org/rules-guidance/rulebooks/finrarules/11870. NSCC also permits Qualified
Securities Depositories (i.e., The Depository Trust
Company (‘‘DTC’’)) to utilize ACATS on behalf of
their participants (e.g., DTC member banks) on a
voluntary basis. See Section 1 of Rule 50, id.
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Frm 00051
Fmt 4703
Sfmt 4703
timing and procedures with respect to
customer account transfers are intended
to be consistent with the timing and
processes set forth in FINRA Rule
11870.
Pursuant to NSCC Rule 50, an NSCC
Member to whom a customer’s account
will be transferred (the ‘‘Receiving
Member’’) initiates the transfer by
submitting a transfer initiation request
to NSCC, which contains the customer
detail information that the NSCC
Member who currently has the account
(the ‘‘Delivering Member’’) requires to
transfer the account.7 The Delivering
Member must either reject the customer
account transfer request or submit
detailed customer account asset data to
NSCC. NSCC then provides a report
detailing the customer account asset
data to the Receiving Member,8 who has
one Business Day after receipt of the
report to review the account and: (i)
accept all assets; (ii) reject (or ‘‘delete’’)
one or more assets, to the extent such
a rejection is permitted by the Receiving
Member’s Designated Examining
Authority (‘‘DEA’’) (i.e., FINRA),9 and
allow the transfer of the remaining
assets; (iii) request the Delivering
Member to make adjustments to the
customer account asset list; or (iv) reject
the account, to extent such a rejection
is permitted by NSCC or the Receiving
Member’s DEA.10 Once a customer
account has been accepted by the
Receiving Member, ACATS facilitates
the settlements associated with the
account transfer at the appropriate asset
settling location (e.g., through the
Continuous Net Settlement system
(‘‘CNS’’) for CNS-eligible securities,
DTC for securities otherwise eligible for
DTC settlement services, Fund/SERV for
eligible mutual fund products, the
Insurance Processing Service (‘‘IPS’’) for
annuities, or The Options Clearing
Corporation for listed options).11
FINRA Rule 11870 acknowledges that
some customer assets may not be
transferred within the specified time
frames to the extent that those assets are
not readily transferable (a
‘‘nontransferable asset’’). For purposes
7 See
Section 2 of Rule 50, supra note 5.
Section 7 of Rule 50, supra note 5.
9 As discussed in further detail below, NSCC Rule
50 currently limits the type of assets that a
Receiving Member may delete from the customer
account asset data list in ACATS to MF/I&RS
Products. NSCC proposes to expand this
functionality to other assets that may be deemed
‘‘nontransferable assets’’ under FINRA Rule 11870.
10 See Section 8 of Rule 50, supra note 5.
Pursuant to FINRA Rule 11870(d)(8), a Receiving
Member may reject a transfer of account assets in
whole if the account is not in compliance with the
Receiving Member’s credit policies or minimum
asset requirements. See supra note 6.
11 See Section 14 of Rule 50, supra note 5.
8 See
E:\FR\FM\11AUN1.SGM
11AUN1
Agencies
[Federal Register Volume 87, Number 154 (Thursday, August 11, 2022)]
[Notices]
[Pages 49626-49628]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2022-17225]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-95438; File No. SR-FINRA-2022-017]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Order Approving a Proposed Rule Change To Amend FINRA
Rule 6750 Regarding the Publication of Aggregated Transaction
Information on U.S. Treasury Securities
August 5, 2022.
I. Introduction
On June 23, 2022, the Financial Industry Regulatory Authority, Inc.
(``FINRA'') filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to amend FINRA Rule 6750 to provide that FINRA may
publish or distribute aggregated transaction information and statistics
on U.S. Treasury Securities on a more frequent basis. The proposed rule
change was published for comment in the Federal Register on July 1,
2022.\3\ The Commission received one comment letter on the proposed
rule change.\4\ This order approves the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 95165 (June 27,
2022), 87 FR 39573 (July 1, 2022) (``Notice'').
\4\ See Letter from Stephen John Berger, Managing Director,
Global Head of Government & Regulatory Policy, Citadel Securities,
to Vanessa Countryman, Secretary, Commission (July 21, 2022)
(``Citadel Letter''). Comment letters are available at: https://www.sec.gov/comments/sr-finra-2022-017/srfinra2022017.htm.
---------------------------------------------------------------------------
II. Description of the Proposal
On March 10, 2020 FINRA began posting on its website weekly,
aggregate data on the trading volume of U.S. Treasury Securities \5\
reported to the
[[Page 49627]]
Trade Reporting And Compliance Engine (TRACE).\6\ FINRA is proposing to
amend paragraph (b) of Supplementary Material .01 to FINRA Rule 6750 to
delete the word ``weekly'' so as to permit more frequent publication of
aggregated U.S. Treasury Security transaction information and
statistics, such as on a daily basis.\7\
---------------------------------------------------------------------------
\5\ ``U.S. Treasury Security'' means a security, other than a
savings bond, issued by the U.S. Department of the Treasury
(``Treasury Department'') to fund the operations of the federal
government or to retire such outstanding securities. The term also
includes separate principal and interest components of a U.S.
Treasury Security that have been separated pursuant to the Separate
Trading of Registered Interest and Principal of Securities (STRIPS)
program operated by the Treasury Department. See FINRA Rule 6710(p).
\6\ See, e.g., Supplementary Material .01(b) to FINRA Rule 6750;
FINRA Press Release, FINRA Launches New Data on Treasury Securities
Trading Volume, available at https://www.finra.org/media-center/newsreleases/2020/finra-launches-new-data-treasury-securities-trading-volume.
\7\ On July 10, 2017, FINRA members began reporting information
on transactions in U.S. Treasury Securities to TRACE. Information
reported to TRACE regarding individual transactions in U.S. Treasury
Securities is used for regulatory and other official sector purposes
and is not published or disseminated. Pursuant to FINRA Rule 6750
(Dissemination of Transaction Information) FINRA may, at its
discretion, publish or distribute weekly aggregated transaction
information and statistics on U.S. Treasury Securities at no charge
(unless FINRA submits a rule filing imposing a fee for such data).
FINRA states it has received favorable feedback on the weekly
aggregated trading volume data for U.S. Treasury Securities that is
currently made available on its website and that, in consultation
with the Treasury Department, it now believes it would be
appropriate to increase the frequency by which this aggregated data
is made available. See Notice, supra note 3, 87 FR at 39573.
---------------------------------------------------------------------------
FINRA states that the more frequent aggregated U.S. Treasury
Security data would continue to not identify individual market
participants or transactions, and that FINRA would continue to not
publish aggregated transaction information and statistics by individual
U.S. Treasury Security (except for the category of on-the-run U.S.
Treasury Securities because there is only one on-the-run security at a
time for each subtype and maturity).\8\ FINRA also states that the
aggregate U.S. Treasury Security data would continue to be provided at
no charge (unless FINRA first submits an appropriate rule filing
establishing a fee for this data).\9\ FINRA states that the proposed
rule change will become effective on the date of Commission
approval.\10\
---------------------------------------------------------------------------
\8\ See Notice, supra note 3, 87 FR at 39573-74. See also Rule
6750.01(b) (providing that aggregated transaction information and
statistics on U.S. Treasury Securities will not be published or
distributed by individual security (except for aggregated data that
includes on-the-run U.S. Treasury Securities that may have had only
one on-the-run security during the aggregated period) and will not
identify individual market participants or transactions).
\9\ See Notice, supra note 3, 87 FR at 39574; Supplementary
Material .01(b) to FINRA Rule 6750.
\10\ See id.
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III. Discussion and Commission Findings
After careful consideration, the Commission finds that the proposed
rule change is consistent with the requirements of the Act and the
rules and regulations thereunder applicable to a national securities
association.\11\ In particular, the Commission finds that the proposed
rule change is consistent with Section 15A(b)(6) of the Act,\12\ which
requires, among other things, that FINRA rules be designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, and, in general, to protect investors
and the public interest.
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\11\ In approving this proposal, the Commission has considered
the proposed rule's impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
\12\ 15 U.S.C. 78o-3(b)(6).
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The Commission received one comment letter in response to the
proposal.\13\ This commenter states that dissemination of more frequent
aggregated transaction information will facilitate a better and more
timely understanding of overall trading activity in U.S. Treasury
securities and will improve the efficiency of the U.S. Treasury
market.\14\ The commenter further states that FINRA's proposal is
another positive incremental step in enhancing transparency in the U.S.
Treasury market.\15\
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\13\ See Citadel Letter, supra note 4 at 1.
\14\ See Citadel Letter, supra note 4 at 1.
\15\ See Citadel Letter, supra note 4 at 1.
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The Commission believes that the proposal will benefit investors
and market participants by providing them with timelier insights into
activity in the U.S. Treasury Securities markets while maintaining the
confidentiality of individual market participants and transactions. The
proposal would enable FINRA, in its discretion, to publish or
distribute at no charge (unless FINRA submits a rule filing imposing a
fee for such data) aggregated transaction information and statistics on
TRACE-Eligible Securities \16\ that are U.S. Treasury Securities on a
more frequent basis than the weekly cadence provided under the current
rule. FINRA represents it has received favorable feedback on the weekly
aggregated trading volume data for U.S. Treasury Securities that is
currently made available on its website and, in that, in consultation
with the Treasury Department, FINRA now believes it would be
appropriate to increase the frequency within which this aggregated data
is made available.\17\ The Commission believes that the more frequent
availability of such aggregated transaction information on U.S.
Treasury Securities would provide greater overall transparency into the
market for U.S. Treasury Securities.
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\16\ ``TRACE-Eligible Security'' means a debt security that is
United States (``U.S.'') dollar-denominated and is: (1) issued by a
U.S. or foreign private issuer, and, if a ``restricted security'' as
defined in Securities Act Rule 144(a)(3), sold pursuant to
Securities Act Rule 144A; (2) issued or guaranteed by an Agency as
defined in FINRA Rule 6710(k) or a Government-Sponsored Enterprise
as defined in FINRA Rule 6710(n); or (3) a U.S. Treasury Security as
defined in FINRA Rule 6710(p). ``TRACE-Eligible Security'' does not
include a debt security that is issued by a foreign sovereign or a
Money Market Instrument as defined in FINRA Rule 6710(o). See FINRA
Rule 6710(a).
\17\ See Notice, supra note 3, 87 FR at 39573.
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The Commission also believes that the proposal is reasonably
designed to preserve the confidentiality of individual market
participants and transactions, as aggregated transaction information
and statistics on U.S. Treasury Securities would not be published or
distributed by individual security (except for aggregated data that
includes on-the-run U.S. Treasury Securities that may have had only one
on-the-run security during the aggregated period), and would not
identify individual market participants or transactions.\18\ In
addition, FINRA represents that the proposed rule change would not
impose any additional requirements on firms, because any aggregate
statistics that are published or distributed by FINRA pursuant to this
rule change would be derived from trade reports already required to be
submitted to TRACE.\19\
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\18\ See Notice, supra note 3, 87 FR at 39573-74; Supplementary
Material .01(b) to FINRA Rule 6750.
\19\ See Notice, supra note 3, 87 FR at 39574.
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Pursuant to Section 19(b)(5) of the Act,\20\ the Commission
consulted with and considered the views of the Treasury Department in
determining to approve the proposed rule change. The Treasury
Department indicated its support for the proposal.\21\ Pursuant to
Section 19(b)(6) of the Act,\22\ the
[[Page 49628]]
Commission has considered the sufficiency and appropriateness of
existing laws and rules applicable to government securities brokers,
government securities dealers, and their associated persons in
approving the proposal.
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\20\ See 15 U.S.C. 78s(b)(5) (providing that the Commission
``shall consult with and consider the views of the Secretary of the
Treasury prior to approving a proposed rule filed by a registered
securities association that primarily concerns conduct related to
transactions in government securities, except where the Commission
determines that an emergency exists requiring expeditious or summary
action and publishes its reasons therefor'').
\21\ See Email from U.S. Treasury Department staff to Justin
Pica, Division of Trading and Markets, Commission (August 4, 2022).
See also Quarterly Refunding Statement of U.S. Treasury Department
Assistant Secretary for Financial Markets Josh Frost (August 3,
2022) (stating that ``Treasury supports [FINRA's] recent proposed
rule change to publish the aggregated U.S. Treasury Security
transaction information and statistics on a more frequent basis'')
available at https://home.treasury.gov/news/press-releases/jy0908.
\22\ 15 U.S.C. 78s(b)(6).
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The proposal will benefit investors and market participants by
promoting greater transparency into the U.S. Treasury Securities market
while also maintaining the confidentiality of individual market
participants and transactions.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\23\ that the proposed rule change (SR-FINRA-2022-017) is approved.
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\23\ 15 U.S.C. 78s(b)(2).
\24\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\24\
J. Matthew DeLesDernier,
Deputy Secretary.
[FR Doc. 2022-17225 Filed 8-10-22; 8:45 am]
BILLING CODE 8011-01-P