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Security holder agreements
Type | Name | Date |
Indenture | Indenture, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank Trust Company, National Association, as trustee | 11/17/2022 |
Credit agreement | First Amendment to Third Amended and Restated Credit Agreement | 11/15/2022 |
Credit agreement | Third Amended And Restated Credit Agreement, by and among Envestnet, the Guarantors party thereto, the Lenders party thereto and Bank of Montreal as Administrative Agent | 02/08/2022 |
Indenture | Indenture, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association, as trustee | 08/20/2020 |
Indenture | Indenture, by and among Envestnet, Inc., Envestnet Asset Management, Inc., and U.S. Bank National Association, as trustee | 05/25/2018 |
Credit agreement | Second 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 Agent | 07/24/2017 |
Credit agreement | First 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 Agent | 03/23/2017 |
Credit agreement | 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 Agent | 11/19/2015 |
Indenture | Indenture, by and between Envestnet, Inc. and U.S. Bank National Association | 12/15/2014 |
Indenture | First Supplemental Indenture, by and between Envestnet, Inc. and U.S. Bank National Association | 12/15/2014 |
Credit agreement | First 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 Agent | 12/08/2014 |
Credit agreement | 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 Agent | 06/25/2014 |
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