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ENVESTNET, INC. (ENV)

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Security holder agreements
TypeNameDate
IndentureIndenture, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank Trust Company, National Association, as trustee11/17/2022
Credit agreementFirst Amendment to Third Amended and Restated Credit Agreement11/15/2022
Credit agreementThird Amended And Restated Credit Agreement, by and among Envestnet, the Guarantors party thereto, the Lenders party thereto and Bank of Montreal as Administrative Agent02/08/2022
IndentureIndenture, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association, as trustee08/20/2020
IndentureIndenture, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association, as trustee05/25/2018
Credit agreementSecond Amended and Restated Credit Agreement, among Envestnet, Inc., the guarantors from time to time party thereto, the lenders from time to time party thereto, and Bank of Montreal, as Administrative Agent07/24/2017
Credit agreementFirst Amendment, to Amended and Restated Credit Agreement among Envestnet, Inc., the Guarantors from time to time party thereto, the Lenders from time to time party thereto and Bank of Montreal, as Administrative Agent03/23/2017
Credit agreementAmended and Restated Credit Agreement, among Envestnet, Inc., the Guarantors from time to time party thereto, the Lenders from time to time party thereto and Bank of Montreal, as Administrative Agent11/19/2015
IndentureIndenture, by and between Envestnet, Inc. and U.S. Bank National Association12/15/2014
IndentureFirst Supplemental Indenture, by and between Envestnet, Inc. and U.S. Bank National Association12/15/2014
Credit agreementFirst amendment to credit agreement, among Envestnet, Inc., the Guarantors from time to time party thereto, the Lenders from time to time party thereto, and Bank of Montreal, as Administrative Agent12/08/2014
Credit agreementCredit agreement, among Envestnet, Inc., the Guarantors from time to time party thereto, the Lenders from time to time party thereto, and Bank of Montreal, as Administrative Agent06/25/2014

Employment agreements

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