Boston Private Financial Holdings, Inc. Contracts & Agreements

113 Contracts & Agreements
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Filed
First Supplemental Indenture, dated as of July 1, 2021, by and among U.S. Bank National Association, as successor debenture trustee to SunTrust Bank, SVB Financial Group and...
Indenture Agreements
Boston Private Financial Holdings, Inc.
Banks
DE
2021
First Supplemental Indenture, dated as of July 1, 2021, by and among Wilmington Trust Company, as trustee, SVB Financial Group and Boston Private Financial Holdings, Inc
Indenture Agreements
Boston Private Financial Holdings, Inc.
Banks
NY
2021
Change in Control Protection Agreement by and between Boston Private Bank & Trust Company and James C. Brown, dated December 3, 2003, as amended
Change of Control Agreements
Boston Private Financial Holdings, Inc.
Banks
2021
Agreement and Plan of Merger, dated as of January 4, 2021, by and between SVB Financial Group and Boston Private Financial Holdings, Inc
Merger Agreements
Boston Private Financial Holdings, Inc.
Banks
CA
2021
Form of Cash-Based Award Agreement for Employees Under the Boston Private Financial Holdings, Inc. 2020 Omnibus Incentive Plan
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2020
Description of Registrant's Securities
Boston Private Financial Holdings, Inc.
2020
Form of Executive Offer
Boston Private Financial Holdings, Inc.
Banks
2020
Boston Private Financial Holdings, Inc. 2001 Employee Stock Purchase Plan (As Amended and Restated as of July 24, 2019)
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
2019
Form of Restricted Stock Unit Award Agreement for the Chief Executive Officer under the Boston Private Financial Holdings, Inc. Amended and Restated 2009 Stock Option and...
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2019
Form of Non-Qualified Stock Option Agreement for the Chief Executive Officer under the Boston Private Financial Holdings, Inc. Amended and Restated 2009 Stock Option and Incentive...
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2019
Form of Performance Restricted Stock Unit Award Agreement for the Chief Executive Officer under the Boston Private Financial Holdings, Inc. Amended and Restated 2009 Stock Option...
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2019
Form of Non-Qualified Stock Option Agreement under the Boston Private Financial Holdings, Inc. Amended and Restated 2009 Stock Option and Incentive Plan
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2019
THIRD AMENDMENT TO BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Stock Agreements
Boston Private Financial Holdings, Inc.
2018
Employment Agreement by and between the Company and Anthony DeChellis, dated November 5, 2018
Employment Agreements
Boston Private Financial Holdings, Inc.
2018
Form of Restricted Stock Unit Award Agreement Under the Boston Private Financial Holdings, Inc. 2010 Inducement Plan
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
2018
Form of Time-Based Non-Qualified Stock Option Agreement Under the Boston Private Financial Holdings, Inc. 2010 Inducement Plan
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
2018
Form of Performance-Based Non-Qualified Stock Option Agreement Under the Boston Private Financial Holdings, Inc. 2010 Inducement Plan
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2018
Form of Performance Restricted Stock Unit Award Agreement for the Chief Executive Officer under the Boston Private Financial Holdings, Inc. Amended and Restated 2009 Stock Option...
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2017
Form of Restricted Stock Unit Award Agreement for the Chief Executive Officer under the Boston Private Financial Holdings, Inc. Amended and Restated 2009 Stock Option and...
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2017
Form of Performance Restricted Stock Unit Award Agreement for Employees under the Boston Private Financial Holdings, Inc. Amended and Restated 2009 Stock Option and Incentive Plan
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2017
Form of Restricted Stock Unit Award Agreement for Employees under the Boston Private Financial Holdings, Inc. Amended and Restated 2009 Stock Option and Incentive Plan
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2017
Form of Restricted Stock Unit Award Agreement for Employees under the Boston Private Financial Holdings, Inc. 2010 Inducement Stock Plan, as Amended
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
CA
2017
Press Release of the Company dated September 12, 2017
Release Agreements
Boston Private Financial Holdings, Inc.
Banks
2017
FORM OF RESTRICTED STOCK UNIT AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2017
FORM OF RESTRICTED STOCK UNIT AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
CA
2017
FORM OF PERFORMANCE RESTRICTED STOCK UNIT AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2017
FORM OF RESTRICTED STOCK UNIT AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2017
FORM OF PERFORMANCE RESTRICTED STOCK UNIT AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2017
FORM OF RESTRICTED STOCK UNIT AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2017
FORM OF RESTRICTED STOCK UNIT AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
CA
2017
RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
MA
2017
RETENTION BONUS POOL RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
MA
2017
CHANGE IN CONTROL PROTECTION AGREEMENT
Change of Control Agreements
Boston Private Financial Holdings, Inc.
2017
AMENDMENT TO CHANGE IN CONTROL PROTECTION AGREEMENT
Change of Control Agreements
Boston Private Financial Holdings, Inc.
2017
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. EXECUTIVE VICE PRESIDENT SEVERANCE PAY PLAN SUMMARY PLAN DESCRIPTION Effective October 19, 2016 TABLE OF CONTENTS Page
Severance Agreements
Boston Private Financial Holdings, Inc.
Banks
MA
2016
AMENDED AND RESTATED EMPLOYMENT AGREEMENT
Employment Agreements
Boston Private Financial Holdings, Inc.
2015
FORM OF RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2013
FORM OF RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2013
Boston Private Financial Holdings, Inc. 2,000,000 Depositary Shares Each Representing a 1/40th Interest in a Share of 6.95% Non-Cumulative Perpetual Preferred Stock,Series D, Par...
Underwriting Agreements
Boston Private Financial Holdings, Inc.
Banks
2013
STOCK REPURCHASE AGREEMENT
Repurchase Agreements
Boston Private Financial Holdings, Inc.
Banks
NY
2013
CONFIDENTIAL
Boston Private Financial Holdings, Inc.
Banks
MA
2012
FORM OF RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2012
FORM OF PERFORMANCE RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2012
FORM OF NON-QUALIFIED STOCK OPTION AGREEMENT FOR EMPLOYEES UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2012
FORM OF NON-QUALIFIED STOCK OPTION AGREEMENT FOR EMPLOYEES UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2012
FORM OF RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2011
FORM OF PERFORMANCE RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2011
FORM OF NON-QUALIFIED STOCK OPTION AGREEMENT FOR EMPLOYEES UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2011
EMPLOYMENT AGREEMENT
Employment Agreements
Boston Private Financial Holdings, Inc.
2011
FORM OF PERFORMANCE RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2011
AMENDMENT TO PERFORMANCE RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2009 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2011
AMENDMENT TO PERFORMANCE RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2011
AMENDMENT TO PERFORMANCE RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2011
CONSULTING AGREEMENT
Consulting Agreements
Boston Private Financial Holdings, Inc.
Banks
MA
2010
Grant Date
Boston Private Financial Holdings, Inc.
2010
Measurement Period
Boston Private Financial Holdings, Inc.
Banks
MA
2010
WARRANT to purchase [ ] Shares of Common Stock of BOSTON PRIVATE FINANCIAL HOLDINGS, INC. a Massachusetts Corporation ** Exercisable only if countersigned by the Warrant Agent as...
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
NY
2010
FIRST AMENDMENT TO BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Stock Agreements
Boston Private Financial Holdings, Inc.
2010
INDUCEMENT RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Stock Agreements
Boston Private Financial Holdings, Inc.
2010
2010 TIME-BASED RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
2010
2009 PERFORMANCE RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2010
2010 PERFORMANCE RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
2010
INVESTMENT AGREEMENT dated as of June 18, 2010 between BOSTON PRIVATE FINANCIAL HOLDINGS, INC. and BPHOLDCO, L.P. TABLE OF CONTENTS
Investment Agreements
Boston Private Financial Holdings, Inc.
Banks
NY
2010
Boston Private Financial Holdings, Inc. Common Stock Underwriting Agreement
Underwriting Agreements
Boston Private Financial Holdings, Inc.
2010
EMPLOYMENT AGREEMENT
Employment Agreements
Boston Private Financial Holdings, Inc.
2010
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Stock Agreements
Boston Private Financial Holdings, Inc.
2010
RESTRICTED STOCK AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Stock Agreements
Boston Private Financial Holdings, Inc.
2010
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2001 EMPLOYEE STOCK PURCHASE PLAN (As Amended and Restated as of January 1, 2010)
Stock Agreements
Boston Private Financial Holdings, Inc.
2010
AMENDED AND RESTATED LEASE BETWEEN BOSTON PRIVATE FINANCIAL HOLDINGS, INC., AS TENANT AND WALTON 10-TEN P.O. INVESTORS, III,LLC, AS LANDLORD TEN POST OFFICE SQUARE(SOUTH) AND 10...
Lease Agreements
Boston Private Financial Holdings, Inc.
2010
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. DEFERREDCOMPENSATION PLAN As Amended and Restated as of January 1, 2009 TABLE OF CONTENTS
Boston Private Financial Holdings, Inc.
2010
AMENDMENT NO. 1 TO INVESTMENT AGREEMENT
Investment Agreements
Boston Private Financial Holdings, Inc.
2009
CHANGE IN CONTROL PROTECTION AGREEMENT
Change of Control Agreements
Boston Private Financial Holdings, Inc.
Banks
MA
2009
REDEMPTION AGREEMENT
Boston Private Financial Holdings, Inc.
2009
STOCK PURCHASE AGREEMENT
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
MA
2009
FORM OF NON-QUALIFIED STOCK OPTION AGREEMENT
Stock Agreements
Boston Private Financial Holdings, Inc.
2009
FORM OF RESTRICTED STOCK AWARD AGREEMENT
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
2009
CHANGE IN CONTROL PROTECTION AGREEMENT
Change of Control Agreements
Boston Private Financial Holdings, Inc.
2009
CHANGE IN CONTROL PROTECTION AGREEMENT
Change of Control Agreements
Boston Private Financial Holdings, Inc.
2009
CHANGE IN CONTROL PROTECTION AGREEMENT
Change of Control Agreements
Boston Private Financial Holdings, Inc.
Banks
MA
2009
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. EXECUTIVE BONUS PLAN Approved by the Compensation Committee January 9th, 2009
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2009
AMENDED AND RESTATED EXECUTIVE EMPLOYMENT AGREEMENT
Employment Agreements
Boston Private Financial Holdings, Inc.
2008
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. AMENDED AND RESTATED
Boston Private Financial Holdings, Inc.
2008
FORM OF WARRANT TO PURCHASE COMMON STOCK
Warrant Agreements
Boston Private Financial Holdings, Inc.
2008
UNITED STATES DEPARTMENTOF THE TREASURY 1500 PENNSYLVANIA AVENUE, NW
Boston Private Financial Holdings, Inc.
Banks
DC
2008
FORM OF WAIVER
Waiver Agreements
Boston Private Financial Holdings, Inc.
2008
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. (a Massachusetts corporation)
Boston Private Financial Holdings, Inc.
2008
WARRANT to purchase [ ] Shares of Common Stock of BOSTON PRIVATE FINANCIAL HOLDINGS, INC.
Warrant Agreements
Boston Private Financial Holdings, Inc.
2008
INVESTMENT AGREEMENT
Investment Agreements
Boston Private Financial Holdings, Inc.
2008
WARRANT AGREEMENT
Warrant Agreements
Boston Private Financial Holdings, Inc.
2008
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. ISSUER TO U.S. BANK NATIONAL ASSOCIATION TRUSTEE
Boston Private Financial Holdings, Inc.
2007
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 3.00% Contingent Convertible Senior Notes due 2027 Registration Rights Agreement
Note Agreements
Boston Private Financial Holdings, Inc.
2007
EMPLOYMENT AGREEMENT
Employment Agreements
Boston Private Financial Holdings, Inc.
2007
RETENTION, CONFIDENTIALITY, NONSOLICITATION AND NONACCEPTANCE AGREEMENT
Retention Agreements
Boston Private Financial Holdings, Inc.
2007
EMPLOYMENT AGREEMENT
Employment Agreements
Boston Private Financial Holdings, Inc.
Banks
FL
2007
NON-QUALIFIED STOCK OPTION AGREEMENT FOR EMPLOYEES UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2004 STOCK OPTION AND INCENTIVE PLAN
Bonus & Incentive Agreements
Boston Private Financial Holdings, Inc.
Banks
2006
NON-QUALIFIED STOCK OPTION AGREEMENT FOR NON-EMPLOYEE DIRECTORS
Stock Agreements
Boston Private Financial Holdings, Inc.
2006
Boston Private Financial Holdings, Inc. Restricted Stock Award Agreement
Stock Agreements
Boston Private Financial Holdings, Inc.
2006
CHANGE IN CONTROL PROTECTION AGREEMENT
Change of Control Agreements
Boston Private Financial Holdings, Inc.
2006
CHANGE IN CONTROL PROTECTION AGREEMENT
Change of Control Agreements
Boston Private Financial Holdings, Inc.
2006
REVOLVING CREDIT AGREEMENT
Credit Agreements
Boston Private Financial Holdings, Inc.
2005
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. as Issuer
Boston Private Financial Holdings, Inc.
2005
GUARANTEE AGREEMENT
Guarantee Agreements
Boston Private Financial Holdings, Inc.
2005
AMENDED AND RESTATED DECLARATION OF TRUST OF
Trust Agreements
Boston Private Financial Holdings, Inc.
2005
NON-SOLICITATION/NON-ACCEPT AND CONFIDENTIALITY AGREEMENT AND RELEASE
Release Agreements
Boston Private Financial Holdings, Inc.
2005
CHANGE IN CONTROL PROTECTION AGREEMENT
Change of Control Agreements
Boston Private Financial Holdings, Inc.
2005
Boston Private Financial Holdings, Inc. Restricted Stock Award Agreement
Stock Agreements
Boston Private Financial Holdings, Inc.
2004
INDENTURE
Indenture Agreements
Boston Private Financial Holdings, Inc.
2004
GUARANTEE AGREEMENT BOSTON PRIVATE FINANCIAL HOLDINGS, INC. DATED AS OF OCTOBER 12, 2004
Guarantee Agreements
Boston Private Financial Holdings, Inc.
2004
BOSTON PRIVATE CAPITAL TRUST I DATED AS OF OCTOBER 12, 2004 TABLE OF CONTENTS
Trust Agreements
Boston Private Financial Holdings, Inc.
2004
AMENDED AND RESTATED CREDIT AGREEMENT among
Credit Agreements
Boston Private Financial Holdings, Inc.
2004
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. (a Massachusetts corporation) 3,800,000 Shares of Common Stock PURCHASE AGREEMENT
Stock Agreements
Boston Private Financial Holdings, Inc.
2003
AGREEMENT AND PLAN OF MERGER BYAND AMONG BOSTONPRIVATE FINANCIAL HOLDINGS, INC. BPFH E.R.TAYLOR INVESTMENTS, INC. THE COMPANY BOSTONPRIVATE VALUE INVESTORS, INC. NEWCO AND...
Merger Agreements
Boston Private Financial Holdings, Inc.
2001
FORM OF RESTRICTED STOCK UNIT AWARD AGREEMENT UNDER THE BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 2010 INDUCEMENT STOCK PLAN
Stock Agreements
Boston Private Financial Holdings, Inc.
Banks
CA
2017