Eaton Vance Corp Contracts & Agreements

66 Contracts & Agreements
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Filed
Fourth Supplemental Indenture among Mirror Merger Sub 2, LLC, Morgan Stanley, Eaton Vance Corp., and Wilmington Trust Company (March 1, 2021)
Indenture Agreements
Eaton Vance Corp
Capital Markets
DE
2021
Eaton Vance Corp. Annual Cash Performance Incentive Plan (Effective October 28, 2020)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MA
2020
Eaton Vance Corp. 2020 Restricted Stock Unit Agreement under Amended and Restated 2013 Omnibus Incentive Plan
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2020
Agreement and Plan of Merger among Morgan Stanley, Mirror Merger Sub 1, Inc., Mirror Merger Sub 2, LLC, and Eaton Vance Corp.
Merger Agreements
Eaton Vance Corp
Capital Markets
MD
2020
Description of Eaton Vance Corp. Non-Voting Common Stock Registered under Section 12 of the Exchange Act
Stock Agreements
Eaton Vance Corp
Capital Markets
2019
Employment Agreement between Parametric Portfolio Associates LLC and Brian D. Langstraat (CEO)
Employment Agreements
Eaton Vance Corp
Capital Markets
WA
2019
Restrictive Covenant Agreement between Brian D. Langstraat and Parametric Portfolio Associates LLC
Confidentiality Agreements
Eaton Vance Corp
Capital Markets
NY
2019
Eaton Vance Corp. 2013 Omnibus Incentive Plan (as Amended and Restated)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2019
First Amendment to Eaton Vance Corp. Deferred Alpha Incentive Plan (as Amended and Restated October 25, 2017)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2019
Eaton Vance Corp. 2013 Incentive Compensation Nonqualified Employee Stock Purchase Plan (as Amended and Restated)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2019
Eaton Vance Employee Loan Program Restatement No. 4 (Effective October 24, 2018)
Loan Agreements
Eaton Vance Corp
Capital Markets
2018
$300,000,000 Revolving Credit Agreement among Eaton Vance Corp., Eaton Vance Management, Lenders, and Wells Fargo Bank (2018)
Credit Agreements
Eaton Vance Corp
Capital Markets
NY
2018
Eaton Vance Corp. 2013 Omnibus Incentive Plan (as Amended and Restated)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2018
2018 Parametric Phantom Incentive Plan by Parametric Portfolio Associates LLC and Eaton Vance Acquisitions
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
DE
2018
Eaton Vance Corp. 2013 Omnibus Incentive Plan (as Amended and Restated)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2017
Eaton Vance Corp. 2013 Employee Stock Purchase Plan (as Amended and Restated October 25, 2017)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2017
Eaton Vance Corp. Deferred Alpha Incentive Plan (Amended and Restated October 25, 2017)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2017
Third Supplemental Indenture between Eaton Vance Corp. and Wilmington Trust Company (April 6, 2017)
Indenture Agreements
Eaton Vance Corp
Capital Markets
NY
2017
Eaton Vance Corp. 3.500% Notes Due 2027 Underwriting Agreement with Underwriters
Underwriting Agreements
Eaton Vance Corp
Capital Markets
NY
2017
Eaton Vance Corp. 2013 Omnibus Incentive Plan (as Amended and Restated)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2016
2016 Parametric Phantom Incentive Plan by Parametric Portfolio Associates LLC and Subsidiaries
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
DE
2016
Eaton Vance Corp. 2013 Omnibus Incentive Plan (as Amended and Restated October 30, 2015)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2015
Eaton Vance Corp. 2013 Nonqualified Employee Stock Purchase Plan (as Amended and Restated October 30, 2015)
Stock Agreements
Eaton Vance Corp
Capital Markets
MD
2015
Eaton Vance Corp. 2013 Incentive Compensation Nonqualified Employee Stock Purchase Plan (as Amended and Restated October 30, 2015)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2015
Parametric Portfolio, L.P. Long-Term Incentive Plan (as Amended and Restated October 30, 2015)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2015
Eaton Vance Corp. Deferred Alpha Incentive Compensation Plan
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2015
Eaton Vance Employee Loan Program Restatement No. 3 (Effective October 29, 2014)
Loan Agreements
Eaton Vance Corp
Capital Markets
2014
Parametric Portfolio Associates LLC Long-Term Equity Incentive Plan Agreement
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2014
$300,000,000 Credit Agreement among Eaton Vance Corp., Eaton Vance Management, Lenders, and Wells Fargo Bank (2014)
Credit Agreements
Eaton Vance Corp
Capital Markets
NY
2014
Eaton Vance Employee Loan Program Restatement No. 2 (Effective April 10, 2013)
Loan Agreements
Eaton Vance Corp
Capital Markets
2013
Eaton Vance Corp. Executive Performance-Based Compensation Plan Restatement No. 3 (2013)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MA
2013
Eaton Vance Corp. 2013 Employee Stock Purchase Plan
Stock Agreements
Eaton Vance Corp
Capital Markets
MD
2013
Eaton Vance Corp. 2013 Nonqualified Employee Stock Purchase Plan
Stock Agreements
Eaton Vance Corp
Capital Markets
MD
2013
Eaton Vance Corp. 2013 Incentive Compensation Nonqualified Employee Stock Purchase Plan
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2013
Second Supplemental Indenture between Eaton Vance Corp. and Wilmington Trust Company (June 25, 2013)
Indenture Agreements
Eaton Vance Corp
Capital Markets
NY
2013
Eaton Vance Corp. 3.625% Senior Notes Due 2023 Underwriting Agreement with Underwriters
Underwriting Agreements
Eaton Vance Corp
Capital Markets
NY
2013
Eaton Vance Corp. 2008 Omnibus Incentive Plan (Restatement No. 5, Effective October 24, 2012)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MD
2012
Share Purchase Agreement among Hexavest Inc., Its Shareholders, 9264-7064 Québec Inc., and Eaton Vance Management Canada Ltd.
Purchase Agreements
Eaton Vance Corp
Capital Markets
MA
2012
$300,000,000 Revolving Credit Agreement among Eaton Vance Corp., Eaton Vance Management, and JPMorgan Chase Bank, N.A.
Credit Agreements
Eaton Vance Corp
Capital Markets
NY
2012
Eaton Vance Employee Loan Program (Amended and Restated as of October 31, 2010)
Loan Agreements
Eaton Vance Corp
Capital Markets
2010
Eaton Vance Corp. 1986 Employee Stock Purchase Plan (Restatement No. 12)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2010
Eaton Vance Corp. Annual Performance Incentive Plan for Non-Covered Employees (as Amended October 25, 2010)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MA
2010
Eaton Vance Employee Loan Program Agreement (as revised effective October 31, 2006)
Loan Agreements
Eaton Vance Corp
Capital Markets
2007
Eaton Vance Corp. 6.500% Senior Notes Due 2017 Underwriting Agreement with Underwriters
Underwriting Agreements
Eaton Vance Corp
Capital Markets
NY
2007
First Supplemental Indenture to Indenture for 6.500% Notes due 2017 between Eaton Vance Corp. and Wilmington Trust Company
Indenture Agreements
Eaton Vance Corp
Capital Markets
NY
2007
Eaton Vance Corp. 6.500% Note Due 2017 Issued Under Indenture with Wilmington Trust Company
Note Agreements
Eaton Vance Corp
Capital Markets
NY
2007
Eaton Vance Corp. 1998 Stock Option Plan Restatement No. 8 (Effective October 25, 2006)
Stock Agreements
Eaton Vance Corp
Capital Markets
MA
2007
Eaton Vance Corp. 1986 Employee Stock Purchase Plan Restatement No. 11
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2007
Eaton Vance Corp. 1998 Stock Option Plan Restatement No. 7 (Effective April 12, 2006)
Stock Agreements
Eaton Vance Corp
Capital Markets
MA
2006
Eaton Vance Corp. 1998 Stock Option Plan Restatement No. 6 (Effective November 1, 2005)
Stock Agreements
Eaton Vance Corp
Capital Markets
MA
2006
Eaton Vance Corp. 1998 Stock Option Plan Restatement No. 4 (Effective October 31, 2004)
Stock Agreements
Eaton Vance Corp
Capital Markets
MA
2005
Eaton Vance Corp. 1998 Stock Option Plan Restatement No. 5 (Effective December 15, 2004)
Stock Agreements
Eaton Vance Corp
Capital Markets
MA
2005
Eaton Vance Corp. 1986 Employee Stock Purchase Plan (Restatement No. 10)
Subscription Agreements
Eaton Vance Corp
Capital Markets
2005
Eaton Vance Corp. 1992 Incentive Plan - Stock Alternative (Restatement No. 5, Effective January 18, 2005)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2005
Eaton Vance Corp. 1999 Restricted Stock Plan Restatement No. 1 (Effective January 18, 2005)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
MA
2005
Stock Purchase Agreement among Eaton Vance Acquisitions, PPA Acquisition, L.L.C., PPA Acquisition Corp., and Other Parties (June 4, 2003)
Purchase Agreements
Eaton Vance Corp
Capital Markets
MA
2004
First Amendment to Stock Purchase Agreement among Eaton Vance Acquisitions, PPA Acquisition, LLC, PPA Acquisition Corp., Brian Langstraat, and David M. Stein
Stock Agreements
Eaton Vance Corp
Capital Markets
2004
Second Amendment to Stock Purchase Agreement among Eaton Vance Acquisitions, PPA Acquisition, L.L.C., PPA Acquisition Corp., Brian Langstraat, and David M. Stein
Purchase Agreements
Eaton Vance Corp
Capital Markets
2004
Eaton Vance Corp. 1998 Stock Option Plan Restatement No. 3 (Effective December 12, 2001)
Stock Agreements
Eaton Vance Corp
Capital Markets
MA
2002
$170,000,000 Revolving Credit Agreement among Eaton Vance Management and Lenders (December 21, 2001)
Credit Agreements
Eaton Vance Corp
Capital Markets
NY
2002
Eaton Vance Corp. 1998 Stock Option Plan Restatement No. 1 (Effective October 11, 2000)
Stock Agreements
Eaton Vance Corp
Capital Markets
MA
2001
Eaton Vance Corp. 1986 Employee Stock Purchase Plan (Restatement No. 8)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2001
Eaton Vance Corp. 1992 Incentive Plan – Stock Alternative (Restatement No. 4)
Bonus & Incentive Agreements
Eaton Vance Corp
Capital Markets
2001
Amendment No. 1 to Eaton Vance Corp. Executive Performance-Based Compensation Plan
Compensation Agreements
Eaton Vance Corp
Capital Markets
2001
Eaton Vance Corp. Supplemental Profit Sharing Plan (Restated)
Profit Sharing Plans
Eaton Vance Corp
Capital Markets
2001
Eaton Vance Corp. 1998 Stock Option Plan Restatement No. 2 (Effective November 1, 2000)
Stock Agreements
Eaton Vance Corp
Capital Markets
MA
2001