Financial Engines, Inc. Contracts & Agreements
57 Contracts & Agreements
- Business Finance (2 contracts)
- Business Operations (13)
- Human Resources (33)
- Mergers & Acquisitions (1)
- Real Estate (1)
- Uncategorized (7)
- Agreement and Plan of Merger, dated as of April 29, 2018, by and among Edelman Financial, L.P., Flashdance Merger Sub, Inc. and Financial Engines, Inc (Filed With SEC on May 2, 2018)
- Offer letter, as amended, between the Company and Craig L. Foster, dated August 7, 2017 (Filed With SEC on November 2, 2017)
- Financial Engines, Inc. Common Stock Underwriting Agreement (Filed With SEC on August 22, 2017)
- FinancialEngines, Inc. Common Stock Underwriting Agreement (Filed With SEC on March 10, 2017)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Stockholders on May 17, 2016) Table of Contents (Filed With SEC on November 3, 2016)
- FINANCIAL ENGINES, INC. Form of Executive Severance and Change in Control Agreement (Filed With SEC on August 3, 2016)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN EXECUTIVE OFFICER NOTICE OF STOCK OPTION GRANT (Filed With SEC on August 3, 2016)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN EXECUTIVE OFFICER NOTICE OF RSU AWARD (Filed With SEC on August 3, 2016)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Stockholders on May 17, 2016) Table of Contents (Filed With SEC on August 3, 2016)
- EMPLOYMENT AGREEMENT (Filed With SEC on February 19, 2016)
- FIRSTAMENDMENT TO AGREEMENT AND PLAN OF MERGERS (Filed With SEC on February 3, 2016)
- LETTER AGREEMENT (Filed With SEC on February 3, 2016)
- AGREEMENT AND PLAN OF MERGERS, by and among FINANCIAL ENGINES,INC., MAYBERRY ACQUISITION SUB I, LLC, MAYBERRY ACQUISITION SUB, INC., MAYBERRY ACQUISITION SUB II, LLC, KANSAS CITY... (Filed With SEC on November 9, 2015)
- FINANCIALENGINES, INC. STOCKHOLDERS AGREEMENT Dated as of November 5, 2015 TABLE OF CONTENTS (Filed With SEC on November 9, 2015)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD OUTSIDE DIRECTOR (Filed With SEC on August 5, 2015)
- CONSULTING AGREEMENT (Filed With SEC on November 6, 2014)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Stockholders on May 20, 2014) Table of Contents (Filed With SEC on July 31, 2014)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD ONE-YEAR VESTING (Filed With SEC on August 1, 2013)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD TWO-YEAR VESTING (Filed With SEC on August 1, 2013)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD DECEMBER 31, 2015 VESTING (Filed With SEC on August 1, 2013)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF STOCK OPTION GRANT Vesting December 31, 2015 (Filed With SEC on August 1, 2013)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Stockholders on May 21, 2013) FINANCIALENGINES, INC. AMENDED AND RESTATED 2009STOCK INCENTIVE... (Filed With SEC on May 28, 2013)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF PERFORMANCE STOCK UNIT AWARD (Filed With SEC on May 28, 2013)
- FINANCIAL ENGINES 2014 EXECUTIVE CASH INCENTIVE PLAN (Filed With SEC on May 28, 2013)
- 2013 Executive Individual Performance Factor Bonus Plan (Filed With SEC on February 19, 2013)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF STOCK OPTION GRANT (Filed With SEC on August 1, 2012)
- FORM OF FINANCIAL ENGINES, INC. 2009 STOCK INCENTIVE PLAN NOTICE OF STOCK OPTION GRANT OUTSIDE DIRECTOR (Filed With SEC on August 1, 2012)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN (Approved by Shareholders February 24, 2010) FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK... (Filed With SEC on February 22, 2012)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD OUTSIDE DIRECTOR (Filed With SEC on February 22, 2012)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF STOCK OPTION GRANT (Filed With SEC on November 22, 2011)
- FINANCIAL ENGINES, INC. AMENDED AND RESTATED 2009 STOCK INCENTIVE PLAN NOTICE OF RSU AWARD (Filed With SEC on November 22, 2011)
- TRIPLE NET SPACE LEASE (MULTI-TENANT) between MTSPE, LLC, a Delaware limited liability company, as LANDLORD and FINANCIAL ENGINES, INC., a Delaware corporation, as TENANT for... (Filed With SEC on October 21, 2011)
- Plan Participants: For retirement plan participants, we provide personalized, unconflicted advice and management services unique to each individuals specific investment needs and... (Filed With SEC on March 22, 2011)
- Plan Participants: For retirement plan participants, we provide personalized, unconflicted advice and management services unique to each individuals specific investment needs and... (Filed With SEC on March 22, 2011)
- Plan Participants: For retirement plan participants, we provide personalized, unconflicted advice and management services unique to each individuals specific investment needs and... (Filed With SEC on March 22, 2011)
- Condensed Consolidated Financial Statements (Unaudited) (Filed With SEC on August 11, 2010)
- Condensed Consolidated Financial Statements (Unaudited) (Filed With SEC on August 11, 2010)
- INDEMNIFICATION AGREEMENT (Filed With SEC on March 11, 2010)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,... (Filed With SEC on February 26, 2010)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,... (Filed With SEC on February 22, 2010)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,... (Filed With SEC on February 22, 2010)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,... (Filed With SEC on February 3, 2010)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,... (Filed With SEC on February 3, 2010)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,... (Filed With SEC on February 3, 2010)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services,... (Filed With SEC on February 3, 2010)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
- Professional Management is a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management (Filed With SEC on December 9, 2009)
