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Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins...

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Posted by:   bobo 7/24/2006 4:27 AM

The NYSE fined four brokers for violations of Reg SHO reporting requirements - specifically, for failing to correctly account for FTDs.

The brokers are Daiwa Securities America Inc., Goldman Sachs Execution & Clearing , Citigroup Global Markets Inc. and Credit Suisse Securities.

From the more comprehensive Dow Jones account:

" NYSE Regulation censured and fined Daiwa Securities America Inc. $400,000 for failing to prevent a proprietary trading desk from effecting 103,000 short sales between Jan. 3 and April 15, 2005, without obtaining locates.

  In a press release Monday, the NYSE said another proprietary trading desk at Daiwa failed to document compliance with the locate requirement, and the firm failed to mark certain proprietary orders "long," "short" or "short exempt."

  In addition, NYSE Regulation censured and fined Goldman Sachs Execution & Clearing LP $350,000 for relying on customers to mark orders "short exempt," failing to monitor customer short sales to ascertain whether previous borrowings had resulted in timely deliveries, and marking orders for one of its own accounts as long when they were short sales.

  NYSE regulation also censured and fined Citigroup Global Markets Inc. $250,000 for improperly accounting for failures to deliver in threshold securities, not having procedures to resolve fails in threshold securities that existed for 13 days, and not having policies to prevent a short seller from covering short sales in the Regulation M restricted period with offering securities bought from a participant in the deal.

  Also, NYSE regulation censured and fined Credit Suisse Securities (USA) LLC $250,000 for failing to obtain locates for certain short sales it effected for clients to whom it provided algorithmic trading execution services, and failing to monitor whether customer "long" sales repeatedly required borrowed shares for delivery. "

Now, does that mean that the Reg SHO list data isn't correct? If these firms were incorrectly reporting data then the list and FTD data are incorrect, and low. How low? We don't know. We also don't know the specific number of shares involved, or which companies/issuers were involved.

In short (pardon the pun) we don't know anything except that the firms paid a pittance, and didn't admit anything.

Except that they were basically ignoring the rules, and masking their naked short sales as anything but. Sound familiar?

One wag commented, "Daiwa got ripped an astounding $3.88 per violation.  I got a speeding ticket for doing 32 in a 25 with a four cylinder Honda, and it was 156 bucks.  And there was no upside.  This is just unbelievable."

To put this into perspective, each short sale was likely many thousands of shares, given they were for the big desk at a major house. That means that the fine likely amounts to fractions of a penny per share. And this is the big deterrent? Ha ha ha ha ha.

I wonder how that will play in the NFI shareholder suit against these same prime brokers for doing precisely the same thing as part of a collusive manipulation scheme? We know they are doing it - fines like this tell you they get caught with regularity - and we know they do it to trade for their own accounts.

Wonder how a jury of 12 will feel about that? I suspect that discovery is going to cause some resignations at those firms... 

Copyright ©2006 Bob O'Brien
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Comments (43)
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By KirbyJF on 7/24/2006 7:24 AM
I bet this was just the tip of the Iceberg. Its no wonder these firms have such earning power. This has got to be corrected or the whole system will implode on itself.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By n-tres-ted on 7/24/2006 7:27 AM
Bobo,

This has the appearance of the first efforts to wash the illegal shorting conduct alleged in the Quark and ETG class action suits filed in federal court in Manhattan. The news report doesn's say how long ago the conduct occurred or over what period of time. I won't be surprised if this sets a pattern for the other defendants to settle out on similar terms.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Y on 7/25/2006 2:12 AM
Regulation of Hedge Funds LIVE TV
CSpan 3
10 AM EST
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By A_spectator on 7/25/2006 3:02 AM
A chronological perspective of comments on proposed regulations:

1.2006: http://www.sec.gov/comments/s7-12-06/s71206.shtml
2.2003: http://www.sec.gov/rules/proposed/s72303.shtml

And to illustrate the lethargy of the SEC an excerpt from one of those comments in 2003

"It is now October 23, 2003. Fours years have now past since the SEC went out and sought comments on "Short Selling" problems in our securities markets. What the SEC received in 1999 was some 3000 comment letters with nearly two thirds (2000) of those letters with complaints of "Abusive Naked Short" selling"

Increasingly amazed at how these guys don't even bother to conceal their incompetence/collusion with the crooks. Hara-kiri, laughing at us blatantly, stupidity, sadism? This behaviour is totally ununderstandable to me.

Is this time different?
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Y on 7/25/2006 11:04 AM
Hearings print version coming in

http://banking.senate.gov/index.cfm?Fuseaction=Hearings.Detail&HearingID=230
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By piddly_sum on 7/25/2006 12:19 PM
The DTCC July short interest for OSTK is down 1.2 million shares from the June report. Hmmmmm, if I were the skeptical type, I might think they are shifting the shorts (all FTDs at the margin) out of national clearing in order to get off Reg SHO by October 1.

Amazing isn't it? You clear off that many short shares, and still qualified for the threshold list...
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Jim Brown on 7/25/2006 1:28 PM
Piddly:
Can you post the link to the info you just cited? thanks.
the otc short list is finally out. By otc short list is out on 7/25/2006 2:29 PM
the otc short list is finally out.

according to that list there are less than 200 out of 6500 companies with 1 million or more in short volume; and this in on OTC.

That is an impossibly low number!

That list is not telling us about offshore shorts. Only legitimate US short volume for the month of JULY.

That list is worthless.
links

http://otcbb.com/dynamic/shortinterest/shrt200607.txt
http://www.otcbb.com/asp/OTCE_Short_Interest.asp
otc short interest is less than 4% around 2 or 3 percent really! By otc short interest is less than 4% on 7/25/2006 3:06 PM
680mil all shorts in otc if you leave off the last 14 heavily shorted stocks.

The last 14 are super heavy shorts. calpine has 90mil shorts!

With the last 14 shorts added in total short volume in OTC IS 953mil!

Is it just me or does this number seem extremely small?

Total Share Volume for otc in June was 30,311,850,054bil!

Total short volume is 953mil! About 4 percent (and don’t forget 14 out of 6500 stocks count for 300mil shorts!) this is such a low number it makes me mad!

They are telling us less than 4% of all volume in OTC is short!

I left off CALPINE and a few other heavily short stocks to get less than 4 percent.

this makes me so MAD! BOBO please do a story on this. who here can believe that the otc is less than 4% short?!?
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By davidn on 7/25/2006 5:24 PM
There is a company I'm following that I have good reason to believe is short millions of shares and they list it as being short less than 100 shares.

They obviously have some way to hide it. Probably the market maker exemption or else all the listings on foreign exchanges.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By davidn on 7/25/2006 5:33 PM
The median is only 3,016!

The average short is 201,993.

It looks like the naked shorters must think that OTC stocks are a much better investment and more likely to succeed than NYSE and NASD stocks which are more likely to go bankrupt.

Unless there is another explanation?

That the list is a crock of _?

Nah, it can't be.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Little Bo peep on 7/25/2006 6:38 PM
Did someone say confused?

http://biz.yahoo.com/ap/060725/not_so_small_businesses.html?.v=6
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By davidn on 7/25/2006 9:46 PM
Something about this list seems very strange.

http://otcbb.com/dynamic/shortinterest/shrt200607.txt

The short positions of the first companies on this list are: 7, 119, 2945, 164, 36976, 3, 500, 2006, 5, 19000, 9

Doesn't this seem completely ridiculous - some OTC companies have 100's of millions of shares outstanding.

A short position of 3 shares? 5 shares?

What do they think we're a bunch of morons?
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By davidn on 7/25/2006 9:48 PM
Questions regarding OTC equity short interest data may be directed to Orlando Cortes at (212) 858-5143; e-mail: orlando.cortes@nasd.com. Questions concerning the short interest reporting requirements may be directed to the Legal Section, Market Regulation at (240) 386-5126, or Office of General Counsel at (202) 728-8071.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By davidn on 7/25/2006 9:56 PM
Someone shorted our friends at Dow Jones (DOWJ on the OTC) a whopping 128 shares.

That's going to take a long time to cover. The average daily volume is 0 shares.

This list makes no sense. Market makers are ALLOWED to go naked short for 30 days.

You're telling me that for most OTC companies, market makers don't short? Give me a break.


Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By bbhindyou on 7/26/2006 3:00 AM
Only one thing to do.The figures show no over abundence of shorts so if we all wanted to pull certs at the same time all would be well right?Time to catch them red handed.If we all tried to pull certs in one of these non shorted companys and they could not deliver what would the story be then?Blame the transfer agent?Blame the dog?This crock is like someone telling us that they have four aces in poker but we know we hold two aces as they are telling us that they hold all four.Lets call and see if they only hold a pair of twos ace high.Which company should we pull a cert run on first?
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By kevin on 7/26/2006 6:07 AM
I wonder why so few companies have 0 shares short. Why do they have SOMETHING short (less than 10 shares in many cases) rather than NOTHING short.

There must be some advantage to disclosing a tiny short.

One thing is clear, you can't trust ANY of the numbers, including FOIA numbers.

Look at some of the absurdities - Global Links, the poster boy for naked shorting on the pinks only has 6851 shares short according to this list. Jag Media, another one is only 15,256.

We need to figure out what loophole they are using to hide disclosure. I'm sending some questions to Orlando Cortes from three posts up.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Little Bo peep on 7/26/2006 6:30 AM
http://news.bbc.co.uk/1/hi/business/5216556.stm

Pompous speeches and then RUN for COVER.

Looks like someone on the inside is sharing confidential information and giving their buddies the government contracts. While they know damn well they own the stocks in their hedge fund which means they make the money.

The hedge funds get the goods and tell the market makers what's coming
so they can ride the stock up and ride the stock down to their advantage.
What a fun party. No risk. Not to forget if we decide someone is not on our side or is competition we will just naked short the company and then buy the scrapes at great prices. What a plan. Do we have any rules in this game? None. Just don't get caught or you will become a scape goat. Understand? Any questions?

Who is fooling who Mr and Mrs/Ms "EGO"? Do you send out special invitations to attend the parties or is it just word of mouth?


How long will the thugs be protected for sharing confidential information to the companies and hedge funds?

Mr John Mack and buddies can explain how it all works and who is involved.

Is mom and pop what they refer to as Americans to dumb to vote. The shareholders whom they F___! daily without any kisses. If they do NOT clean up this shit. It is going to get VERY UGLY.

Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By lhs on 7/26/2006 6:57 AM
"Is mom and pop what they refer to as Americans to dumb to vote."

Not to get political, but you can't count the voting machines to accurately count the vote.

http://www.blackboxvoting.org/
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By bobo on 7/24/2006 7:38 AM
That won't help them in the civil suits brought by harmed investors and customers.

FWIW, I agree with your assessment.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By particleswaves on 7/24/2006 7:39 AM
Big surprise...The SEC is once again smiting the crooks with a powder puff.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By bobo on 7/24/2006 7:59 AM
Not the SEC. The NYSE. No, the SEC was declaring that Reg SHO was a success due the reduction in FTDs at the time that this abuse was going on - abuse that resulted in a false appearance that Reg SHO FTDs were declining, when they weren't - at least not in these cases.

Wonder how many other examples of this there are? Patch pointed out, correctly, that the NYSE has a relatively small number of Reg SHO stocks - NFI being one of the most prominent.

Want to bet that this involves NFI?
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Mississipibluffs on 7/24/2006 8:18 AM
Another clue for Sen. Specter that some market shenanigans may actually be of concern to the Judiciary Committee.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By long_ostk on 7/24/2006 8:20 AM
Bobo, can you put a link up on your home page of this blog to direct folks to comment on the amendments to SHO? TIA
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Craig Cunningham on 7/24/2006 8:25 AM
Hey, doesn't Rocker clear his trades through Goldman Sachs...
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By mhatmccane on 7/24/2006 8:35 AM
Can the DOJ or the SEC bring further action based on the evidence uncovered by NYSE investigators ? Not that they will, of course, but can they ?
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By sealman29 on 7/24/2006 8:36 AM
Bunny, when will the DOJ and FBI get in the mix on this issue? The NYSE fines are pocket change.
Thanks for all the investigative work and keeping us informed with the facts.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Little Bo peep on 7/24/2006 8:53 AM
Hot potatoe is passed around from person to person in a circle. Too hot to hold onto, and therefore must be passed along immediately. When the music stops, the person holding the hot potatoe loses, gets "BURNED"

Pompous speeches and then RUN for COVER!

Can you HEAR the MUSIC NOW?

Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By hemingway811 on 7/24/2006 9:00 AM
We have another ally in the Senate.

Statement of
The Honorable Charles Grassley
United States Senator
Iowa

June 28, 2006

STATEMENT OF SENATOR CHUCK GRASSLEY, SENATE JUDICIARY COMMITTEE HEARING “HEDGE FUNDS AND INDEPENDENT ANALYSTS: HOW INDEPENDENT ARE THEIR RELATIONSHIPS?”

Chairman Specter, I’m pleased that you are holding this oversight hearing on hedge funds and independent analysts. I share the Chairman’s concerns regarding corporate fraud and integrity in the marketplace. The allegations we’re hearing today remind me of the Enron debacle, where positive accounting information was fabricated and disseminated about that company to increase the value of its stock. This Committee held hearings on Enron’s fraudulent partnerships and accounting practices, and we passed legislation included in the Sarbanes-Oxley law that strengthened the criminal prosecution of persons who defraud investors of publicly traded securities. The Sarbanes-Oxley law also included a provision that I authored with Senator Leahy providing whistleblower protections to individuals who raise concerns about fraudulent activity. All in all, I thought that the Sarbanes-Oxley law had done much to assist federal regulators prosecute illegal activity and keep our financial markets on the up and up.

But maybe we didn’t do enough. The wholesale fabrication of information in collaboration with market players to pull down the price of a stock sounds suspect to me. In my mind, this kind of market manipulation seriously distorts the integrity of the financial marketplace, and everyone – that is, everyone except the bad actors - loses. So, I’m glad that we are looking into these practices, what is legitimate and what is not. What is “independent” analysis? Is research ever “independent”? Is there enough scrutiny of this kind of activity, or do we need more disclosures and safeguards in the trade?

I want to make sure that the Department of Justice and the Securities and Exchange Commission are being aggressive in their investigations of alleged wrongdoing. I want to make sure they are doing everything in their power to protect investors and the public from fraudulent activity and manipulation of the marketplace. Moreover, I want to find out whether the Department of Justice has a need for more tools and/or resources to get the job done. The stakes are high, because so many are impacted by fraudulent market information – pension plans, small investors, seniors, ordinary workers and their families. So we need to support our enforcement agencies in their efforts to clean up the market, and make sure that we have tough laws in place to not just punish, but deter, these bad actors.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By kevin on 7/24/2006 9:48 AM
The FBI arrested Mark Valentine in Operation Bermuda Short five years ago. The guy made an estimated $700 million bankrupting companies by flooding the market with counterfeit shares and all he got was nine months of house arrest in his mansion in Florida.

His firm, Thomson Kernaghan stuck the insurance fund in Canada with the cleanup.

He got to keep his money.

Don't look to the FBI - look to the states.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By kevin on 7/24/2006 9:51 AM
Details on sentencing.

http://www.offshorealert.com/OAShort.pdf
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By hemingway811 on 7/24/2006 10:03 AM
Dave Patch's comment letter to the SEC.

19 pages and very comprehensive.

http://www.sec.gov/comments/s7-12-06/s71206-67.pdf
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Sean on 7/24/2006 12:50 PM
Bob, you missed Jim Cramer just blasting Hedge Funds and ETFs for the apparent market funk and declining stock prices. He also said that like HCA announced they are going private, many others will follow. I almost fell out of my chair when he said this. Cramer a "good guy" NOT!!I guess the pressure must be getting to him.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By ElToro on 7/24/2006 1:31 PM
"The Firm’s analysis of the approximately 103,000 short sales effected by Quantitative Trading for
which locates were not obtained indicates that approximately: 87,000 of the trades were for 100 shares
or less; and 16,000 were for a greater amount".

http://www.nyse.com/pdfs/06-113.pdf
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Ben on 7/24/2006 1:41 PM
Bobo, You are right about NFI and i am pretty sure it involve OSTK on NASDAQ and -FFH-MSO on the NYSE.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By opcowboy03 on 7/24/2006 1:57 PM
Sean,

My thoughts about Cramer is that he is going on record now with remarks to cover his fat a**. His hope is that statements like that on his program will portray him as a good guy when the feces fly in his direction!

op
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By gregcable2002 on 7/24/2006 2:23 PM
Looks like the boys at the sec can stand up and proclaim that juctice is being served.Still a felonie was commited,they sold property they never intended on delivering so by them being fined only proved that they did it.Can I get some of that money returned to my account please? Who do I need to talk to? is there a victims releif fund? We need to get one started right away.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By InTheKnow on 7/24/2006 2:38 PM
The SEC pisses on the small investor as does the scumbags at the Senate Banking Committee and then have the balls to throw Martha Stewart in jail and fine CEO's of penny stocks millions of dollars for bullshit or delist companies after Wall Street robs them blind and can't pay the filing fees.

To top it off they let Wall Street FUCK EVERYONE and the SEC fines them chump change!
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By Ranger on 7/24/2006 3:13 PM
One thing I found interesting was the violations actually occured in 2005. I will go out a limb and say the firms spent at least a million bucks in legal fee's to slow down the process and delay any findings. The fines were nothing more then the cost of doing business just like the legal fee's. It is disgusting to see but at least we are seeing it. This goes back to my previous comments about what is going on. Nothing changes as fast as we want but the amount of press this is getting will make the changes happen faster and faster. Once the folks that can dictate change actually figure out the theft is theft they will all get caught in the end. As I stated before there is not way to hide the trades. They are permanent records and are needed for Taxes. The IRS will eventually get involved and they will have unlimited access to the trading records since they are used to actually figure the amount of tax owed. Last time I checked there were not gray areas for tax filers. If they are going claim revenue or losses they must provide the actual data needed to figure the tax. These guys do not want to a public fight because once the IRS gets involved they can get the records and then they are shared with the enforcement division because of criminal actions. The records are then evidence and collected by the IRS and given to law enforcment as evidence of an actual crime! Tax evasion is a crime not a civil matter.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By InTheKnow on 7/24/2006 4:45 PM
What tax? You drive a company into bankruptcy and you never have to cover the naked short! FREE MONEY! FREE MONEY! And you know where that free money goes!
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By davidn on 7/24/2006 8:40 PM
"Certain securities included in the July 7, 2006, Regulation SHO Threshold List published on the NASDAQ Trader website should not have been included. Firms are advised to refer to NASDAQ's General News item and review the revised list of securities subject to the Regulation SHO requirements for July 7, 2006."

http://www.nasdaqtrader.com/aspx/regsho.aspx

Wonder what that's about.
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By davidn on 7/24/2006 8:58 PM
An admitted naked short talks about how the AMEX LIHOP style of regulation (let it happen on purpose).

http://www.asensio.com/PoliticalAdvocacy/CommentaryView.aspx?ReportId=734&CompanyId=154&CompanyName=Commentary
Re: Brokers pay beer money in Reg SHO violation case - annoyed because NYSE won't accept coins... By anon on 7/25/2006 1:44 AM
http://tinyurl.com/q492c

More than $42 billion of new investments flowed into hedge funds in the three months ended June 30, the most in one quarter since at least 2003, according to Chicago-based Hedge Fund Research Inc. In the first half of 2006, hedge funds returned 6.2 percent, compared with 2.7 percent for the Standard & Poor's 500 Index, a U.S. stock market benchmark.

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