Federated Investors Contracts & Agreements

92 Contracts & Agreements
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Federated Hermes, Inc. Bonus Restricted Stock Award Agreement for UK Employees
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2025
Eleventh Amendment to Agreement of Lease between SPUS8 Liberty Center, LP and Federated Hermes, Inc.
Lease Agreements
Federated Investors
Capital Markets
2024
First Amendment to Asset Purchase Agreement by and among Federated Hermes, Inc., C.W. Henderson & Associates, Inc., and Shareholders
Modification Agreements
Federated Investors
Capital Markets
2023
Asset Purchase Agreement among Federated Hermes, Inc., C.W. Henderson & Associates, Inc., and the Owners (July 15, 2022)
Purchase Agreements
Federated Investors
Capital Markets
IL
2022
Federated Hermes, Inc. $350,000,000 3.29% Senior Notes Due 2032 Note Purchase Agreement
Note Agreements
Federated Investors
Capital Markets
PA
2022
Description of Federated Hermes, Inc. Class B Common Stock Registered Under Section 12 of the Securities Exchange Act of 1934
Stock Agreements
Federated Investors
Capital Markets
2020
Federated Hermes, Inc. Employee Stock Purchase Plan (as Amended January 31, 2020)
Stock Agreements
Federated Investors
Capital Markets
PA
2020
Federated Hermes, Inc. Restricted Stock Award Agreement for UK Employees
Equity Distribution Agreements
Federated Investors
Capital Markets
PA
2020
Tenth Amendment to Lease Agreement between SPUS8 Liberty Center, LP and Federated Hermes, Inc.
Lease Agreements
Federated Investors
Capital Markets
PA
2020
Employment Agreement between Hermes Fund Managers Limited and Saker Nusseibeh (CEO) dated June 25, 2018
Employment Agreements
Federated Investors
Capital Markets
2019
Second Amendment to Third Amended and Restated Credit Agreement by and among Federated Investors, Inc., Guarantors, Lenders, and PNC Bank, National Association
Credit Agreements
Federated Investors
Capital Markets
PA
2018
Shareholders' Agreement among BT Pension Scheme Trustees Limited, Federated Investors, Inc., Hermes Fund Managers Limited, and Federated Holdings (UK) II Limited dated July 2, 2018
Shareholders Agreements
Federated Investors
Capital Markets
PA
2018
Put and Call Option Deed Relating to Shares in Hermes Fund Managers Limited between BT Pension Scheme Trustees Limited, Federated Holdings (UK) II Limited, and Federated...
Federated Investors
Capital Markets
2018
First Amendment to Third Amended and Restated Credit Agreement by and among Federated Investors, Inc., the Guarantors, the Lenders, and PNC Bank, National Association
Credit Agreements
Federated Investors
Capital Markets
PA
2018
Federated Investors, Inc. Stock Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2018
Third Amended and Restated Credit Agreement for $375,000,000 Revolving Credit Facility among Federated Investors, Inc., Guarantors, and Lenders
Credit Agreements
Federated Investors
Capital Markets
PA
2017
Amendment No. 1 to Agreement among Federated Investment Management, Passport Research, Jones Financial, Edward D. Jones & Co., and Passport Holdings
Modification Agreements
Federated Investors
Capital Markets
2017
Ninth Amendment to Lease Agreement between IX Liberty Center Owner, L.P. and Federated Investors, Inc. for Federated Investors Tower
Lease Agreements
Federated Investors
Capital Markets
PA
2016
Definitive Agreement Among Federated Investment Management, Passport Research, Jones Financial, Edward D. Jones & Co., and Passport Holdings LLC (April 27, 2016)
Purchase Agreements
Federated Investors
Capital Markets
NY
2016
Federated Investors, Inc. Employee Stock Purchase Plan (Amended as of January 1, 2016)
Stock Agreements
Federated Investors
Capital Markets
PA
2016
Federated Investors, Inc. Restricted Stock Award Agreement under Stock Incentive Plan
Equity Distribution Agreements
Federated Investors
Capital Markets
PA
2014
Second Amended and Restated Credit Agreement among Federated Investors, Inc., Guarantors, Lenders, and PNC Bank, N.A. (June 24, 2014)
Credit Agreements
Federated Investors
Capital Markets
PA
2014
First Amendment to Amended and Restated Credit Agreement among Federated Investors, Inc., Guarantors, Lenders, and PNC Bank
Credit Agreements
Federated Investors
Capital Markets
PA
2014
Federated Investors, Inc. Annual Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2012
Seventh Amendment to Lease Agreement between Liberty Center Venture and Federated Investors, Inc.
Lease Agreements
Federated Investors
Capital Markets
PA
2011
Federated Investors, Inc. Stock Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2011
Amendment No. 1 to Asset Purchase Agreement among Federated Investors, Inc., Clover Capital Management Inc., and Certain Shareholders (December 1, 2008)
Modification Agreements
Federated Investors
Capital Markets
2009
Federated Investors, Inc. Restricted Stock Award Agreement under Stock Incentive Plan
Equity Distribution Agreements
Federated Investors
Capital Markets
PA
2009
Asset Purchase and Fund Reorganization Agreement between Federated Investors, Inc. and David W. Tice & Associates, LLC
Purchase Agreements
Federated Investors
Capital Markets
NY
2008
Asset Purchase Agreement between Federated Investors, Inc. and Clover Capital Management Inc.
Purchase Agreements
Federated Investors
Capital Markets
NY
2008
$140,000,000 Term Loan Facility Credit Agreement among Federated Investors, Inc., Guarantors, and PNC Bank, National Association (Agent)
Credit Agreements
Federated Investors
Capital Markets
PA
2008
Asset Purchase and Reorganization Agreement between Federated Investors, Inc. and Rochdale Investment Management LLC (April 20, 2007)
Purchase Agreements
Federated Investors
Capital Markets
DE
2007
Purchase and Sale Agreement among Federated Entities and Citibank, N.A., Effective March 1, 2007
Purchase Agreements
Federated Investors
Capital Markets
NY
2007
$200,000,000 Revolving Credit Agreement among Federated Investors, Inc., Guarantors, Banks, and PNC Bank, N.A. as Agent
Credit Agreements
Federated Investors
Capital Markets
PA
2007
Amendment to Purchase and Sale Agreement among Federated Entities and Citibank, Dated December 29, 2006
Purchase Agreements
Federated Investors
Capital Markets
2007
Amendment No. 6 to Second Amended and Restated Credit Agreement among Federated Investors, Inc., PNC Bank, and Other Lenders
Credit Agreements
Federated Investors
Capital Markets
PA
2006
Federated Investors, Inc. Employee Stock Purchase Plan (as Amended through October 26, 2006)
Stock Agreements
Federated Investors
Capital Markets
PA
2006
Sale, Purchase and Put/Call Agreement among Federated Investors, Inc., MDTA LLC, HBSS Acquisition Co., and the Selling Parties
Purchase Agreements
Federated Investors
Capital Markets
DE
2006
Asset Purchase Agreement between Matrix Settlement & Clearance Services, LLC and Edgewood Services, Inc. (February 15, 2006)
Purchase Agreements
Federated Investors
Capital Markets
PA
2006
Separation and Consulting Agreement between Federated Investors, Inc. and Keith M. Schappert
Separation Agreements
Federated Investors
Capital Markets
PA
2006
Amendment No. 5 to Second Amended and Restated Credit Agreement among Federated Investors, Inc., PNC Bank, and Other Banks
Credit Agreements
Federated Investors
Capital Markets
PA
2006
Amendment to Transaction Agreement Between Federated Investors, Inc. and Alliance Capital Management L.P. (June 29, 2005)
Modification Agreements
Federated Investors
Capital Markets
2005
Agreement of Amendment to Purchase and Sale Agreement among Federated Entities and Citibank, Dated June 30, 2005
Modification Agreements
Federated Investors
Capital Markets
2005
Amendment to Federated Investors Program Master Agreement (June 30, 2005)
Modification Agreements
Federated Investors
Capital Markets
2005
Asset Purchase and Reorganization Agreement between Federated Investors, Inc. and Alliance Capital Management L.P. (October 28, 2004)
Purchase Agreements
Federated Investors
Capital Markets
PA
2005
Amendment to Purchase and Sale Agreement for Federated Investors Program (December 31, 2004)
Modification Agreements
Federated Investors
Capital Markets
2005
Amendment No. 4 to Second Amended and Restated Credit Agreement and Amendment to Guaranty Agreement among Federated Investors, Inc., PNC Bank, and Other Lenders
Credit Agreements
Federated Investors
Capital Markets
PA
2005
Purchase and Sale Agreement between State Street Bank and Trust Company, Boston Financial Data Services, Inc., and Federated Services Company (June 30, 2004)
Purchase Agreements
Federated Investors
Capital Markets
NY
2004
Amendment to Purchase and Sale Agreement Among Federated Entities and Citibank, Dated December 31, 2003
Federated Investors
Capital Markets
NY
2004
Sixth Amendment to Lease Agreement between Liberty Center Venture and Federated Investors, Inc. for Federated Investors Tower
Lease Agreements
Federated Investors
Capital Markets
PA
2004
Amendment No. 3 to Second Amended and Restated Credit Agreement among Federated Investors, Inc., PNC Bank, and Other Banks
Credit Agreements
Federated Investors
Capital Markets
PA
2004
Discretionary Line of Credit Demand Note between Edgewood Services, Inc. and PNC Bank, National Association
Note Agreements
Federated Investors
Capital Markets
2003
Guaranty and Suretyship Agreement between Federated Investors, Inc. and PNC Bank for Edgewood Services, Inc.
Guaranty Agreements
Federated Investors
Capital Markets
2003
Amendment No. 2 to Federated Investors Program Documents Among Federated Investors, Inc. and Others
Modification Agreements
Federated Investors
Capital Markets
NY
2001
Federated Hermes Co-Investment Scheme Rules 2024
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2025
Federated Hermes, Inc. Incentive Compensation Recovery Policy
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2024
Federated Hermes, Inc. Bonus Restricted Stock Program Award Agreement with Employee
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2024
Federated Hermes, Inc. UK Employee Bonus Restricted Stock Award Agreement
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2024
Federated Hermes Co-Investment Scheme Rules 2023
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2023
UK Sub-Plan to Federated Hermes, Inc. Stock Incentive Plan (Amended January 27, 2022)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2022
Federated Hermes, Inc. Restricted Stock Award Agreement for UK Employees (Hermes Shares Exchange)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2022
Federated Hermes, Inc. Restricted Stock Award Agreement for UK Employees (Tender Offer Exchange)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2022
Federated Hermes, Inc. Restricted Stock Award Agreement for Singapore Employees (with Hermes Fund Managers Limited and Federated Holdings (UK) II Limited)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2022
Federated Hermes, Inc. Restricted Stock Award Agreement for UK Retiring Employee
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2022
Federated Hermes, Inc. Stock Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2022
Addendum to Hermes Fund Managers Limited Co-Investment Scheme Rules for Hermes GPE (Singapore) Pte. Ltd. Employees
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2021
Federated Hermes, Inc. Restricted Stock Award Agreement with Employee under Stock Incentive Plan
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2020
Federated Hermes, Inc. Bonus Restricted Stock Program Award Agreement with Employee
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2020
Federated Hermes, Inc. Bonus Restricted Stock Award Agreement for UK Employees
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2020
Federated Hermes, Inc. Annual Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2020
Federated Hermes, Inc. Stock Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2020
UK Sub-Plan to Federated Hermes, Inc. Stock Incentive Plan (Amended January 31, 2020)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2020
Federated Investors, Inc. 2019 Restricted Stock Award Agreement with Employee under Stock Incentive Plan
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2019
Federated Investors, Inc. 2019 Restricted Stock Award Agreement for UK Employees
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2019
Hermes Fund Managers Limited Long Term Incentive Plan Award Agreement with Federated Holdings (UK) II Limited and Award Holder
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2019
Hermes Fund Managers Limited Long Term Incentive Plan (2018)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2019
Federated Investors, Inc. Bonus Restricted Stock Award Agreement for UK Employees (2020)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2019
UK Sub-Plan to Federated Investors, Inc. Stock Incentive Plan for UK Employees
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2018
Federated Investors, Inc. 2018 Restricted Stock Award Agreement for UK Employees
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2018
Employment Agreement between Federated Securities Corp. and Paul A. Uhlman
Employment Agreements
Federated Investors
Capital Markets
PA
2017
Federated Investors, Inc. 2016 Restricted Stock Award Agreement with Paul A. Uhlman
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2017
Federated Investors, Inc. Bonus Restricted Stock Program Award Agreement (2018)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2017
Federated Investors, Inc. Bonus Restricted Stock Program Award Agreement (2017)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2016
Employment Agreement between Federated Securities Corp. and Thomas Eugene Territ
Employment Agreements
Federated Investors
Capital Markets
PA
2011
Federated Investors, Inc. Annual Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2007
Federated Investors, Inc. Stock Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2006
Federated Investors, Inc. Bonus Restricted Stock Program Award Agreement with Employee
Bonus & Incentive Agreements
Federated Investors
Capital Markets
PA
2005
Federated Investors, Inc. Annual Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2004
Federated Investors, Inc. Stock Incentive Plan (as Amended)
Bonus & Incentive Agreements
Federated Investors
Capital Markets
2004
Amendment No. 2 to Second Amended and Restated Credit Agreement among Federated Investors, Inc., PNC Bank, and Other Banks
Credit Agreements
Federated Investors
Capital Markets
PA
2003
Purchase and Sale Agreement among Citibank, Federated Funding 1997-1, and Affiliates (December 21, 2000)
Purchase Agreements
Federated Investors
Capital Markets
NY
2001
Amended and Restated Senior Secured Credit Agreement among Federated Investors, Inc., PNC Bank, and The Bank of New York (January 23, 2001)
Credit Agreements
Federated Investors
Capital Markets
PA
2001