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SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Yodlee, Inc.
SEC Filings (Chronological Order)
Denne side giver en komplet, kronologisk liste over SEC-arkiveringer, eksklusive ejerskabsregistreringer, som vi leverer andre steder.
| February 16, 2016 |
YDLE / Yodlee, Inc. / Institutional Venture Partners XI LP - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (Amendment No. 1) * Yodlee, Inc. (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 98600P 20 1 (CUSIP Number) Decembe |
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| February 16, 2016 |
YDLE / Yodlee, Inc. / ACCEL VII LP - SC 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (b) (Amendment No. 1)* Yodlee, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 98600P201 (CUSIP Number) December 31, 2015 (Date of Event Which Requires Filing of |
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| February 16, 2016 |
EX-99.A CUSIP No. 98600P 20 1 13G Exhibit 99.1 EXHIBIT A JOINT FILING STATEMENT We, the undersigned, hereby express our agreement that the attached statement on Schedule 13G relating to the Common Stock of Yodlee, Inc. is filed on behalf of each of us. Dated: February 12, 2016 INSTITUTIONAL VENTURE PARTNERS XI, L.P. By: Institutional Venture Management XI, LLC Its: General Partner By: /s/ Tracy Ho |
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| January 25, 2016 |
YDLE / Yodlee, Inc. / BANK OF AMERICA CORP /DE/ - SCHEDULE 13G AMENDMENT NO. 1 Passive Investment SC 13G/A 1 d122613dsc13ga.htm SCHEDULE 13G AMENDMENT NO. 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Yodlee, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 98600P201 (CUSIP Number) December 31, 2015 (Date of Event Which Requires Filing of this Statement) Check the appropriate |
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| November 30, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 15 CERTIFICATION AND NOTICE OF TERMINATION OF REGISTRATION UNDER SECTION 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR SUSPENSION OF DUTY TO FILE REPORTS UNDER SECTIONS 13 AND 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File Number 001-36639 Yodlee, Inc. (Exact name of registrant as specified in its charter |
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| November 20, 2015 |
AMENDED AND RESTATED CERTIFICATE OF INCORPORATION YODLEE, INC. EX-3.1 2 d215002dex31.htm EX-3.1 Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF YODLEE, INC. 1. The name of the corporation (the “Corporation”) is Yodlee, Inc. 2. The address of the Corporation’s registered office in the State of Delaware is 1209 Orange Street, in the City of Wilmington, County of New Castle, 19801. The name of the Corporation’s registered agent at such address i |
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| November 20, 2015 |
As filed with the Securities and Exchange Commission on November 20, 2015 Registration Statement No. |
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| November 20, 2015 |
AMENDED AND RESTATED BY-LAWS YODLEE, INC. ARTICLE I EX-3.2 Exhibit 3.2 AMENDED AND RESTATED BY-LAWS OF YODLEE, INC. ARTICLE I OFFICES The registered office of the Corporation shall be in the City of Wilmington, County of New Castle, State of Delaware. The Corporation may also have offices at such other places both within and without the State of Delaware. ARTICLE II STOCKHOLDERS Section 2.1 Time and Place of Meetings. All meetings of the stockholde |
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| November 20, 2015 |
As filed with the Securities and Exchange Commission on November 20, 2015 Registration Statement No. |
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| November 20, 2015 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 19, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IRS Employe |
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| November 20, 2015 |
8-K SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 19, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IRS Emp |
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| November 20, 2015 |
EX-99.1 4 d215002dex991.htm EX-99.1 Exhibit 99.1 November 19, 2015 Envestnet Completes Acquisition of Yodlee CHICAGO, Nov. 19, 2015 (GLOBE NEWSWIRE) – Envestnet, Inc. (NYSE:ENV), a leading provider of unified wealth management technology and services to financial advisors, and Yodlee, Inc., the leading cloud-based platform driving digital financial innovation, today announced that the acquisition, |
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| November 19, 2015 |
425 1 d215103d425.htm 425 Filed by Yodlee, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 Envestnet and Yodlee Complete Calculation of Per Share Cash Consideration and Per Share Stock Consideration Chicago, IL—November 19, 2015—Envestnet, Inc. (NYS |
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| November 19, 2015 |
425 1 a15-200697425.htm 425 Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Form S-4 File No.: 333-206863 Envestnet and Yodlee Complete Calculation of Per Share Cash Consideration and Per Share Stock Consideration Chicago, IL—November 19, 2015—Envestnet, Inc. |
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| November 10, 2015 |
Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 THOMSON REUTERS STREETEVENTS EDITED TRANSCRIPT ENV - Q3 2015 Envestnet Inc Earnings Call EVENT DATE/TIME: NOVEMBER 09, 2015 / 10:00PM GMT THOMSON REUTERS STREETEVENTS | www.streetev |
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| November 9, 2015 |
Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 Envestnet Reports Third Quarter 2015 Financial Results Chicago, IL November 9, 2015 Envestnet (NYSE: ENV), a leading provider of unified wealth management technology and service |
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| November 9, 2015 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 9, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IRS Employer |
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| November 9, 2015 |
Yodlee Announces Third Quarter 2015 Financial Results EX-99.1 2 exh991.htm EXHIBIT 99.1 EXHIBIT 99.1 Yodlee Announces Third Quarter 2015 Financial Results Total revenue of $28.6 million grew 23% year-over-year Subscription revenue of $25.3 million grew 28% year-over-year Adjusted EBITDA of $3.4 million for the third quarter Signed a top 5 brokerage and a top 20 wealth manager in Q3 REDWOOD CITY, Calif., Nov. 9, 2015 (GLOBE NEWSWIRE) - Yodlee, Inc. (N |
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| November 9, 2015 |
Yodlee FORM 10-Q (Quarterly Report) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2015 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-36639 Yodlee |
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| November 9, 2015 |
Yodlee Announces Third Quarter 2015 Financial Results Yodlee Announces Third Quarter 2015 Financial Results EXHIBIT 99.1 Yodlee Announces Third Quarter 2015 Financial Results Total revenue of $28.6 million grew 23% year-over-year Subscription revenue of $25.3 million grew 28% year-over-year Adjusted EBITDA of $3.4 million for the third quarter Signed a top 5 brokerage and a top 20 wealth manager in Q3 REDWOOD CITY, Calif., Nov. 9, 2015 (GLOBE NEWSWIR |
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| November 9, 2015 |
Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 9, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IRS Employer |
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| October 26, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Amendment No. ) (RULE 14a-101) Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 |
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| October 26, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K Current Report Pursuant To Section 13 or 15 (d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 26, 2015 ENVESTNET, INC. (Exact name of registrant as specified in its charter) Delaware 001-34835 20-1409613 (State or other jurisdiction) (State or other jurisdiction) (I. |
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| October 26, 2015 |
DEFM14A 1 a2226342zdefm14a.htm DEFM14A Use these links to rapidly review the document Table of Contents INDEX TO CONSOLIDATED FINANCIAL STATEMENTS OF YODLEE, INC. TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Secur |
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| September 24, 2015 |
Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 Update on Envestnet?s Acquisition of Yodlee September 24, 2015 Cautionary Statement Regarding Forward-Looking Statements The forward-looking statements made in this presentation con |
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| September 24, 2015 |
Filed by Envestnet, Inc. Pursuant to Rule 425 under the THOMSON REUTERS STREETEVENTS Securities Act of 1933 and deemed filed EDITED TRANSCRIPT pursuant to Rule 14a-2 of the Securities ENV ? Update on Envestnet?s Acquisition of Yodlee Exchange Act of 1934 EVENT DATE/TIME: SEPTEMBER 24, 2015 / 12:30PM GMT Subject Company: Yodlee, Inc. Commission File No.: 001-36639 CORPORATE PARTICIPANTS Pete D?Arri |
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| September 23, 2015 |
Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-2 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 Envestnet to Provide Update on Yodlee Acquisition Conference Call Scheduled for September 24, 2015 at 8:30 a.m. Eastern Time REDWOOD CITY, Calif., Sept. 22, 2015 (GLOBE NEWSWIRE) |
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| September 22, 2015 |
425 1 a15-200691425.htm 425 Filed by Envestnet, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-2 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 Envestnet to Provide Update on Yodlee Acquisition Conference Call Scheduled for September 24, 2015 at 8:30 a.m. Eastern Time Chicago, IL—September 22, 20 |
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| September 18, 2015 |
Form 8-K SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): September 14, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (I |
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| August 31, 2015 |
Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 YODLEE, INC. Equity Award Notice (Notice) August 31, 2015 Dear Equity Award Holder: On August 10, 2015, Yodlee, Inc., a Delaware corporation (the Company), entered into an Agre |
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| August 28, 2015 |
Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 Envestnet and Yodlee, a Synergistic Combination Customer and Partner FAQ 08.27. 2015 On 10 August 2015, Envestnet, Inc., a provider of unified wealth management technologies and se |
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| August 21, 2015 |
Envestnet to Acquire Yodlee Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 Strategic Update Cautionary Statement Regarding Forward-Looking Statements The forward-looking statements made in this presentation concerning Envestnet, |
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| August 12, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2015 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-36639 Yodlee, Inc |
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| August 11, 2015 |
AMENDMENT TO THE AMENDED AND RESTATED BYLAWS OF YODLEE, INC. EX-3.1 Exhibit 3.1 AMENDMENT TO THE AMENDED AND RESTATED BYLAWS OF YODLEE, INC. Pursuant to a resolution duly adopted by the Board of Directors of Yodlee, Inc., a Delaware corporation, effective August 10, 2015, the Amended and Restated Bylaws are amended as follows: ?ARTICLE XI ? FORUM FOR ADJUDICATION OF DISPUTES 11.1 FORUM FOR ADJUDICATION OF DISPUTES Unless the corporation consents in writing |
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| August 11, 2015 |
EX-2.1 Exhibit 2.1 AGREEMENT AND PLAN OF MERGER by and among EAGLES, INC., YALE MERGER CORP. and YARDBIRDS, INC. Dated as of August 10, 2015 TABLE OF CONTENTS Page ARTICLE I THE MERGER 1 1.1 The Merger 1 1.2 Closing 1 1.3 Effective Time 2 1.4 Effects of the Merger 2 1.5 Conversion of Company Common Stock 2 1.6 Merger Sub Capital Stock 4 1.7 Treatment of Company Equity Awards 4 1.8 Certificate of I |
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| August 11, 2015 |
Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 THOMSON REUTERS STREETEVENTS EDITED TRANSCRIPT ENV - Q2 2015 Envestnet Inc Earnings and Yodlee Acquisition Call EVENT DATE/TIME: AUGUST 10, 2015 / 9:00PM GMT THOMSON REUTERS STREETE |
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| August 11, 2015 |
Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 Important Facts About the Acquisition About Yodlee · Yodlee was founded in 1999 and is headquartered in Redwood City, CA with offices in Bangalore, India; Brisbane, Australia; and L |
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| August 11, 2015 |
EX-99.2 Exhibit 99.2 VOTING AGREEMENT This VOTING AGREEMENT (this ?Agreement?), dated as of August 10, 2015, is made by and between Envestnet, Inc., a Delaware corporation (?Parent?), and the undersigned holders (collectively, the ?Stockholder?) of shares of common stock, par value $0.001 per share (the ?Common Stock?), of Yodlee, Inc., a Delaware corporation (the ?Company?). WHEREAS, Parent, Yale |
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| August 11, 2015 |
AMENDMENT TO THE AMENDED AND RESTATED BYLAWS OF YODLEE, INC. Exhibit 3.1 AMENDMENT TO THE AMENDED AND RESTATED BYLAWS OF YODLEE, INC. Pursuant to a resolution duly adopted by the Board of Directors of Yodlee, Inc., a Delaware corporation, effective August 10, 2015, the Amended and Restated Bylaws are amended as follows: ARTICLE XI FORUM FOR ADJUDICATION OF DISPUTES 11.1 FORUM FOR ADJUDICATION OF DISPUTES Unless the corporation consents in writing to the |
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| August 11, 2015 |
Exhibit 2.1 AGREEMENT AND PLAN OF MERGER by and among EAGLES, INC., YALE MERGER CORP. and YARDBIRDS, INC. Dated as of August 10, 2015 TABLE OF CONTENTS Page ARTICLE I THE MERGER 1 1.1 The Merger 1 1.2 Closing 1 1.3 Effective Time 2 1.4 Effects of the Merger 2 1.5 Conversion of Company Common Stock 2 1.6 Merger Sub Capital Stock 4 1.7 Treatment of Company Equity Awards 4 1.8 Certificate of Incorpor |
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| August 11, 2015 |
Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 THOMSON REUTERS STREETEVENTS EDITED TRANSCRIPT ENVQ2 2015 Envestnet Inc Earnings and Yodlee Acquisition Call EVENT DATE/TIME: AUGUST 10, 2015 / 9:00PM GMT THOMSON REUTERS STREETEV |
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| August 11, 2015 |
EX-99.1 Exhibit 99.1 For Immediate Release Envestnet to Acquire Yodlee Combination accelerates the transformation of financial technology by delivering better relationships and greater lifetime value by connecting financial advisors, individuals and financial services providers Transaction expected to increase revenue and adjusted EBITDA growth rate Chicago, IL and Redwood City, CA ?August 10, 201 |
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| August 11, 2015 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 10, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IRS Employer |
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| August 11, 2015 |
Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 August 10, 2015 Subject: Announcement: Yodlee Enters Into a Definitive Agreement to Combine with Envestnet Dear Valued Customer, I am writing to share some exciting news. Today, Yo |
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| August 11, 2015 |
Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 August 10, 2015 Dear Yodlee Employees, I am writing to share some exciting news about Yodlees future. Today, we announced that we have entered into a definitive agreement to combi |
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| August 11, 2015 |
Exhibit 99.1 For Immediate Release Envestnet to Acquire Yodlee Combination accelerates the transformation of financial technology by delivering better relationships and greater lifetime value by connecting financial advisors, individuals and financial services providers Transaction expected to increase revenue and adjusted EBITDA growth rate Chicago, IL and Redwood City, CA August 10, 2015Envest |
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| August 11, 2015 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 10, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IRS Employer |
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| August 11, 2015 |
425 Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 Yodlee Website Content to Support 1. Whats New Call Out (Note move WSJ Response down to position 2 and use position 1 for E) www.yodlee.com Requirements Your copy Topic Title: |
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| August 11, 2015 |
425 Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 FINANCIAL CLOUD COMPANY OVERVIEW August 2015 FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 27A of the Securitie |
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| August 11, 2015 |
Envestnet to Acquire Yodlee Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 2 ENVESTNET ACQUISITION OF YODLEE The strategic combination creates the world?s only Financial Technology Network delivering better relationships and gre |
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| August 11, 2015 |
EX-99.2 Exhibit 99.2 VOTING AGREEMENT This VOTING AGREEMENT (this ?Agreement?), dated as of August 10, 2015, is made by and between Envestnet, Inc., a Delaware corporation (?Parent?), and the undersigned holders (collectively, the ?Stockholder?) of shares of common stock, par value $0.001 per share (the ?Common Stock?), of Yodlee, Inc., a Delaware corporation (the ?Company?). WHEREAS, Parent, Yale |
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| August 11, 2015 |
425 1 d31835d425.htm 425 Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 EMPLOYEE FAQ 1. What was announced? Yodlee announced today that is has entered into a definitive agreement under which Envestnet will acquire all of the sh |
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| August 10, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K Current Report Pursuant To Section 13 or 15 (d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) ? August 10, 2015 ENVESTNET, INC. (Exact name of registrant as specified in its charter) Delaware 001-34835 20-1409613 (State or other jurisdiction) (State or other jurisdiction) (I.R |
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| August 10, 2015 |
EX-99.1 2 d33955dex991.htm EX-99.1 Exhibit 99.1 Yodlee Announces Second Quarter 2015 Financial Results • Total revenue of $26.0 million grew 22% year-over-year • Subscription revenue of $22.6 million grew 24% year-over-year • Adjusted EBITDA of $1.5 million for the second quarter Redwood City, CA – August 10, 2015 – Yodlee, Inc. (Nasdaq:YDLE), a leading cloud-based financial platform powering dyna |
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| August 10, 2015 |
Envestnet Acquires Yodlee Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a - 12 of the Securiti es Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001 - 36639 2 ENVESTNET ACQUISITION OF YODLEE The strategic combination creates the world?s only Financial Technology Network delivering better relationships and |
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| August 10, 2015 |
Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 August 10, 2015 Dear Colleagues, This afternoon we announced the acquisition of Yodlee, a leading technology and applications platform powering dynamic, cloud-based innovation for d |
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| August 10, 2015 |
Financial Statements and Exhibits, Results of Operations and Financial Condition SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 10, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IRS Employer |
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| August 10, 2015 |
EX-99.2 4 a15-173291ex99d2.htm EX-99.2 Exhibit 99.2 For Immediate Release Envestnet to Acquire Yodlee Combination accelerates the transformation of financial technology by delivering better relationships and greater lifetime value by connecting financial advisors, individuals and financial service providers Transaction expected to increase revenue and adjusted EBITDA growth rate Chicago, IL and Re |
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| August 10, 2015 |
Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 August 10, 2015 Dear <>, This afternoon we announced the acquisition of Yodlee, a leading technology and applications platform powering dynamic, cloud-based innovation for digital f |
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| August 10, 2015 |
Filed by Envestnet, Inc. Pursuant to Rule 425 Under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No. 001-36639 Envestnet Reports Second Quarter 2015 Financial Results Chicago, IL ? August 10, 2015 ? Envestnet (NYSE: ENV), a leading provider of unified wealth management technology and service |
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| August 10, 2015 |
425 Filed by Yodlee, Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934 Subject Company: Yodlee, Inc. Commission File No.: 001-36639 Yodlee Announces Second Quarter 2015 Financial Results ? Total revenue of $26.0 million grew 22% year-over-year ? Subscription revenue of $22.6 million grew 24% year-over-year |
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| August 10, 2015 |
Exhibit 2.1 AGREEMENT AND PLAN OF MERGER by and among ENVESTNET, INC., YALE MERGER CORP. and YODLEE, INC. Dated as of August 10, 2015 TABLE OF CONTENTS Page ARTICLE I THE MERGER 1 1.1 The Merger 1 1.2 Closing 1 1.3 Effective Time 1 1.4 Effects of the Merger 2 1.5 Conversion of Company Common Stock 2 1.6 Merger Sub Capital Stock 3 1.7 Treatment of Company Equity Awards 4 1.8 Certificate of Incorpor |
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| August 10, 2015 |
EX-99.1 3 a15-173291ex99d1.htm EX-99.1 Exhibit 99.1 FORM OF VOTING AGREEMENT This VOTING AGREEMENT (this “Agreement”), dated as of August 10, 2015, is made by and between Envestnet, Inc., a Delaware corporation (“Parent”), and the undersigned holder (the “Stockholder”) of shares of common stock, par value $0.001 per share (the “Common Stock”), of Yodlee, Inc., a Delaware corporation (the “Company” |
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| May 22, 2015 |
Yodlee FORM 8-K (Current Report/Significant Event) f8k052215.htm SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 22, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IR |
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| May 7, 2015 |
exh991.htm Exhibit 99.1 Yodlee Announces First Quarter 2015 Financial Results ? Total revenue of $24.6 million grew 25% year-over-year ? Subscription revenue of $21.6 million grew 29% year-over-year Redwood City, CA ? May 7, 2015 (GLOBE NEWSWIRE) ? Yodlee, Inc. (Nasdaq:YDLE), a leading cloud-based financial platform powering dynamic innovation in digital financial services, today announced its fir |
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| May 7, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2015 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-36639 Yodlee, In |
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| May 7, 2015 |
Financial Statements and Exhibits, Results of Operations and Financial Condition SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 7, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IRS Employer Iden |
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| April 10, 2015 |
Yodlee DEFINITIVE PROXY STATEMENT DEF 14A 1 def14a041015.htm DEFINITIVE PROXY STATEMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commissio |
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| March 6, 2015 |
10-K/A 1 f10ka030615.htm FORM 10-K/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2014 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 00 |
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| March 6, 2015 |
Exhibit 21.1 SUBSIDIARIES OF YODLEE, INC. Subsidiary Jurisdiction Yodlee Infotech Private Limited India Yodlee Canada, Inc. Canada Yodlee Group Australia PTY Ltd Australia |
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| March 4, 2015 |
YDLE / Yodlee, Inc. S-8 - - FORM S-8 S-8 1 fs8030415.htm FORM S-8 As filed with the Securities and Exchange Commission on March 4, 2015 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Yodlee, Inc. (Exact name of Registrant as specified in its charter) Delaware 33-0843318 (State or other jurisdiction of incorporation or organ |
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| March 4, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2014 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36639 Yodlee, Inc. (Exact name of registrant as specifi |
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| March 4, 2015 |
Exhibit 21.2 SUBSIDIARIES OF YODLEE, INC. Subsidiary Jurisdiction Yodlee Infotech Private Limited India Yodlee Canada, Inc. Canada Yodlee Group Australia PTY Ltd Australia |
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| February 17, 2015 |
YDLE / Yodlee, Inc. / Aci Worldwide, Inc. - SC 13G Passive Investment SC 13G 1 d874389dsc13g.htm SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Yodlee, Inc. (Name of Issuer) Class A Common Stock, $0.01 par value (Title of Class of Securities) 98600P201 (CUSIP Number) December 31, 2014 (Date of Event Which Requires Filing of this Statement) Check the appropriate b |
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| February 17, 2015 |
YDLE / Yodlee, Inc. / ACCEL VII LP - SCHEDULE 13G Passive Investment SC 13G 1 v401613sc13g.htm SCHEDULE 13G SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (b) (Amendment No. )* Yodlee, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 98600P201 (CUSIP Number) December 31, 2014 ( |
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| February 13, 2015 |
YDLE / Yodlee, Inc. / Institutional Venture Partners XI LP - SC 13G Passive Investment SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (Amendment No. )* Yodlee, Inc. (Name of Issuer) Common Stock, $0.001 par value per share (Title of Class of Securities) 98600P 20 1 (CUSIP Number) December 31 |
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| February 13, 2015 |
EX-99.A CUSIP No. 98600P 20 1 13G Exhibit 99.1 EXHIBIT A JOINT FILING STATEMENT We, the undersigned, hereby express our agreement that the attached statement on Schedule 13G relating to the Common Stock of Yodlee, Inc. is filed on behalf of each of us. Dated: February 13, 2015 INSTITUTIONAL VENTURE PARTNERS XI, L.P. By: Institutional Venture Management XI, LLC Its: General Partner By: /s/ Melanie |
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| February 12, 2015 |
EXHIBIT 99.1 JOINT FILING AGREEMENT The undersigned each agree that (i) the statement on Schedule 13G relating to the common stock of Yodlee, Inc., a Delaware corporation, has been adopted and filed on behalf of each of them, (ii) all future amendments to such statement on Schedule 13G will, unless written notice to the contrary is delivered as described below, be jointly filed on behalf of each o |
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| February 12, 2015 |
YDLE / Yodlee, Inc. / Warburg Pincus Private Equity VIII, L.P. - SC 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) YODLEE, INC. |
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| February 11, 2015 |
Form 8-K SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 5, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commission File No.) (IRS |
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| February 9, 2015 |
Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K 1 d867670d8k.htm 8-K SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 9, 2015 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commissio |
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| February 9, 2015 |
EX-99.1 2 d867670dex991.htm EX-99.1 Exhibit 99.1 Yodlee Announces Fourth Quarter and Fiscal Year 2014 Financial Results • FY 2014 Total revenue of $89.1 million grew 27% year-over-year • FY 2014 Subscription revenue of $76.0 million grew 34% year-over-year Redwood City, CA – February 9, 2015 – Yodlee, Inc. (Nasdaq:YDLE), a leading cloud-based financial platform powering dynamic innovation in digit |
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| January 27, 2015 |
JOINT FILING AGREEMENT January 27, 2015 EX-99.1 2 d858475dex991.htm EX-99.1 Exhibit 99.1 JOINT FILING AGREEMENT January 27, 2015 Pursuant to and in accordance with the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and the rules and regulations thereunder, each party hereto hereby agrees to the joint filing, on behalf of each of them, of any filing required by such party under Section 13 or Section 16 of the Exchange |
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| January 27, 2015 |
YDLE / Yodlee, Inc. / BANK OF AMERICA CORP /DE/ - SCHEDULE 13G Passive Investment SC 13G 1 d858475dsc13g.htm SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Yodlee, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 98600P201 (CUSIP Number) December 31, 2014 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the |
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| November 12, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2014 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-36639 Yodlee |
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| November 12, 2014 |
Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K 1 d819784d8k.htm 8-K SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 11, 2014 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Commissi |
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| November 12, 2014 |
YODLEE, INC. FQ3 2014 EARNINGS CALL - PRELIMINARY COPY NOV 11, 2014 EX-99.2 Exhibit 99.2 YODLEE, INC. FQ3 2014 EARNINGS CALL - PRELIMINARY COPY NOV 11, 2014 Call Participants EXECUTIVES Anil Arora Chairman of the Board, Chief Executive Officer and President Michael Armsby Chief Financial Officer and Principal Accounting Officer ANALYSTS Gregory Dunham Goldman Sachs Group Inc., Research Division John Byun UBS Investment Bank, Research Division Michael B. Nemeroff C |
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| November 12, 2014 |
EX-99.1 2 d819784dex991.htm EX-99.1 Exhibit 99.1 Yodlee Announces Third Quarter 2014 Financial Results • Total revenue of $23.2 million grew 27% year-over-year • Subscription revenue of $19.8 million grew 38% year-over-year • Subsequent to the end of the third quarter, Initial Public Offering raised $74.5 million in net proceeds Redwood City, CA – November 11, 2014 – Yodlee, Inc. (Nasdaq:YDLE), a |
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| November 3, 2014 |
Financial Statements and Exhibits 8-K 1 d813995d8k.htm FORM 8-K SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): October 28, 2014 YODLEE, INC. (Exact name of registrant as specified in its charter) Delaware 001-36639 33-0843318 (State or other jurisdiction of incorporation) (Comm |
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| November 3, 2014 |
EX-10.18.1 Exhibit 10.18.1 FIFTH AMENDMENT TO LEASE (EXPANSION) This Fifth Amendment to Lease (the “Agreement”) is entered into as of October 23, 2014, by and between WESTPORT OFFICE PARK, LLC, a California limited liability company (“Landlord”), and YODLEE, INC., a Delaware corporation (“Tenant”), with respect to the following facts and circumstances: A. Landlord and Tenant are parties to that ce |
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| October 3, 2014 |
YDLE / Yodlee, Inc. S-8 - - S-8 As filed with the Securities and Exchange Commission on October 3, 2014 Registration No. |
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| October 3, 2014 |
6,250,000 Shares Yodlee, Inc. Common Stock Table of Contents Filed Pursuant to Rule 424(b)(1) Registration No. 333-197116 6,250,000 Shares Yodlee, Inc. Common Stock This is an initial public offering of shares of common stock of Yodlee, Inc. Prior to this offering, there has been no public market for the common stock. The initial public offering price per share is $12.00. Our common stock has been approved for listing on The NASDAQ Global |
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| September 30, 2014 |
YDLE / Yodlee, Inc. CORRESP - - CORRESP September 30, 2014 VIA EDGAR U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Barbara C. Jacobs Frank Knapp Patrick Gilmore Jan Woo Re: Yodlee, Inc. Registration Statement on Form S-1 File No. 333-197116 Acceleration Request Requested Date: October 2, 2014 Requested Time: 4:00 PM EDT Ladies and Gentlemen: Pursuant |
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| September 30, 2014 |
YDLE / Yodlee, Inc. CORRESP - - CORRESP 1 filename1.htm September 30, 2014 Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 Re: Yodlee, Inc. Filed on Form S-1 Registration No. 333-197116 Ladies and Gentlemen: In connection with the above-captioned Registration Statement, we wish to advise that between September 22, 2014 and the date hereof approximately 5,558 copies of the Preliminary Prospectus dated |
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| September 24, 2014 |
YDLE / Yodlee, Inc. 8-A12B - - FORM 8-A12B Form 8-A12B UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Yodlee, Inc. (Exact name of registrant as specified in its charter) Delaware 33-0843318 (State of incorporation or organization) (I.R.S. Employer Identification No.) 3600 Bridge Parkway |
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| September 22, 2014 |
YODLEE, INC. 2014 EQUITY INCENTIVE PLAN STOCK OPTION AWARD AGREEMENT EX-10.10 Exhibit 10.10 YODLEE, INC. 2014 EQUITY INCENTIVE PLAN STOCK OPTION AWARD AGREEMENT Unless otherwise defined herein, the terms defined in the Yodlee, Inc. 2014 Equity Incentive Plan (the “Plan”) will have the same defined meanings in this Stock Option Award Agreement (the “Award Agreement”). I. NOTICE OF STOCK OPTION GRANT Participant Name: Address: You have been granted an Option to purch |
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| September 22, 2014 |
EX-10.2 Exhibit 10.2 YODLEE, INC. 1999 STOCK PLAN as amended through September 19, 2006, Appendix A added October 18, 2006, as amended through July 30, 2007, as amended through October 17, 2007, as amended through December 19, 2007, as amended March 6, 2008, as amended November 18, 2009, as amended September 16, 2014 1. Purposes of the Plan. The purposes of this Stock Plan are to attract and retai |
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| September 22, 2014 |
YODLEE, INC. 2009 EQUITY INCENTIVE PLAN (As amended September 16, 2014) EX-10.6 Exhibit 10.6 YODLEE, INC. 2009 EQUITY INCENTIVE PLAN (As amended September 16, 2014) 1. Purposes of the Plan. The purposes of this Plan are: • to attract and retain the best available personnel for positions of substantial responsibility, • to provide additional incentive to Employees, Directors and Consultants, and • to promote the success of the Company’s business. The Plan permits the g |
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| September 22, 2014 |
EX-4.1 4 d784989dex41.htm EX-4.1 Exhibit 4.1 ZQ|CERT#|COY|CLS|RGSTRY|ACCT#|TRANSTYPE|RUN#|TRANS# COMMON STOCK PAR VALUE $0.001 Certificate Number ZQ00000000 YODLEER COMMON STOCK THIS CERTIFICATE IS TRANSFERABLE IN CANTON, MA, JERSEY CITY, NJ AND COLLEGE STATION, TX Shares **000000****************** ***000000***************** ****000000**************** *****000000*************** ******000000******* |
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| September 22, 2014 |
EX-3.1.1 Exhibit 3.1.1 CERTIFICATE OF AMENDMENT TO THE ELEVENTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF YODLEE, INC. Yodlee, Inc., a corporation organized and existing under the laws of the State of Delaware hereby certifies as follows: A. The name of the corporation is Yodlee, Inc. The corporation was originally incorporated under the name Yodlee.com, Inc. The original Certificate of |
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| September 22, 2014 |
YDLE / Yodlee, Inc. S-1/A - - AMENDMENT NO. 2 TO FORM S-1 S-1/A 1 d784989ds1a.htm AMENDMENT NO. 2 TO FORM S-1 Table of Contents As filed with the Securities and Exchange Commission on September 22, 2014. Registration No. 333-197116 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Yodlee, Inc. (Exact name of Registrant as specified in its charter) De |
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| September 22, 2014 |
Yodlee, Inc. Common Stock, par value $0.001 per share Underwriting Agreement EX-1.1 Exhibit 1.1 Yodlee, Inc. Common Stock, par value $0.001 per share Underwriting Agreement , 2014 Goldman, Sachs & Co., Credit Suisse Securities (USA) LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated As representatives of the several Underwriters named in Schedule I hereto, c/o Goldman, Sachs & Co., 200 West Street, New York, New York 10282. Ladies and Gentlemen: Yodlee, Inc., a Delawa |
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| September 22, 2014 |
YODLEE, INC. 2014 EMPLOYEE STOCK PURCHASE PLAN EX-10.13 Exhibit 10.13 YODLEE, INC. 2014 EMPLOYEE STOCK PURCHASE PLAN 1. Purpose. The purpose of the Plan is to provide employees of the Company and its Designated Companies with an opportunity to purchase Common Stock through accumulated Contributions. The Company intends for the Plan to have two components: a Code Section 423 Component (“423 Component”) and a non-Code Section 423 Component (“Non |
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| September 22, 2014 |
YODLEE, INC. 2014 EQUITY INCENTIVE PLAN RESTRICTED STOCK AWARD AGREEMENT EX-10.12 Exhibit 10.12 YODLEE, INC. 2014 EQUITY INCENTIVE PLAN RESTRICTED STOCK AWARD AGREEMENT Unless otherwise defined herein, the terms defined in the Yodlee, Inc. 2014 Equity Incentive Plan (the “Plan”) will have the same defined meanings in this Restricted Stock Award Agreement (the “Award Agreement”). I. NOTICE OF RESTRICTED STOCK GRANT Participant Name: Address: You have been granted the ri |
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| September 22, 2014 |
YODLEE, INC. 2014 EQUITY INCENTIVE PLAN EX-10.9 9 d784989dex109.htm EX-10.9 Exhibit 10.9 YODLEE, INC. 2014 EQUITY INCENTIVE PLAN 1. Purposes of the Plan. The purposes of this Plan are: • to attract and retain the best available personnel for positions of substantial responsibility, • to provide additional incentive to Employees, Directors and Consultants, and • to promote the success of the Company’s business. The Plan permits the grant |
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| September 22, 2014 |
YODLEE, INC. 2014 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT EX-10.11 Exhibit 10.11 YODLEE, INC. 2014 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT Unless otherwise defined herein, the terms defined in the Yodlee, Inc. 2014 Equity Incentive Plan (the “Plan”) will have the same defined meanings in this Restricted Stock Unit Award Agreement (the “Award Agreement”). I. NOTICE OF RESTRICTED STOCK UNIT GRANT Participant Name: Address: You have been |
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| September 22, 2014 |
EX-10.22 Exhibit 10.22 General Services Agreement Terms and Conditions Original Agreement Number: YOD-33480 Restated Agreement Number: CW529464 Effective Date: June 5, 2007 Expiration Date: December 31, 2014 Company Name: Yodlee, Inc. Company Address: 3600 Bridge Parkway Redwood Shores, CA 94065 Company Telephone: +1 (650) 980-3600 This AMENDED AND RESTATED GENERAL SERVICES AGREEMENT (“Agreement”) |
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| September 22, 2014 |
EX-10.4 Exhibit 10.4 YODLEE, INC. 2001 STOCK PLAN As amended July 26, 2002, as amended July 24, 2007, as amended March 6, 2008, as amended September 16, 2014 1. Purposes of the Plan. The purposes of this Stock Plan are to attract and retain the best available personnel for positions of substantial responsibility, to provide additional incentive to Employees, Directors and Consultants and to promot |
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| July 18, 2014 |
YDLE / Yodlee, Inc. S-1/A - - AMENDMENT NO. 1 TO FORM S-1 Amendment No. 1 to Form S-1 Table of Contents As filed with the Securities and Exchange Commission on July 18, 2014. Registration No. 333-197116 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Yodlee, Inc. (Exact name of Registrant as specified in its charter) Delaware 7372 33-0843318 (State |
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| July 18, 2014 |
YODLEE, INC. INDEMNIFICATION AGREEMENT EX-10.1 Exhibit 10.1 YODLEE, INC. INDEMNIFICATION AGREEMENT This Indemnification Agreement (this “Agreement”) is dated as of [insert date], and is between Yodlee, Inc., a Delaware corporation (the “Company”), and [insert name of indemnitee] (“Indemnitee”). RECITALS A. Indemnitee’s service to the Company substantially benefits the Company. B. Individuals are reluctant to serve as directors or offic |
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| July 18, 2014 |
Exhibit 10.22.1 AMENDMENT TO THE GENERAL SERVICES AGREEMENT Supplier Name: YODLEE, INC. Agreement Number: CW529464 Supplier Address: 3600 Bridge Parkway, Suite 200, Redwood City, CA 94065 Amendment Number: CW533700 Supplier Telephone: 650-980-3600 Amendment Effective Date: 6/30/14 This Amendment (“Amendment”) is made as of the effective date set forth above to that General Services Agreement, by a |
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| July 18, 2014 |
EX-10.14 Exhibit 10.14 YODLEE, INC. EXECUTIVE INCENTIVE COMPENSATION PLAN Adopted by the Board of Directors on March 3, 2014 and effective immediately prior to the Company’s initial public offering 1. Purposes of the Plan. The Plan is intended to increase stockholder value and the success of the Company by motivating Employees to (a) perform to the best of their abilities, and (b) achieve the Comp |
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| July 8, 2014 |
YDLE / Yodlee, Inc. CORRESP - - CORRESP 1 filename1.htm 650 Page Mill Road Palo Alto, CA 94304-1050 PHONE 650.493.9300 FAX 650.493.6811 www.wsgr.com CONFIDENTIAL TREATMENT REQUESTED BY YODLEE, INC. July 8, 2014 CERTAIN PORTIONS OF THIS LETTER HAVE BEEN OMITTED FROM THE VERSION FILED VIA EDGAR. CONFIDENTIAL TREATMENT HAS BEEN REQUESTED WITH RESPECT TO THE OMITTED PORTIONS. INFORMATION THAT WAS OMITTED IN THE EDGAR VERSION HAS BEE |
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| June 30, 2014 |
YODLEE, INC. 2001 STOCK PLAN STOCK OPTION AGREEMENT EX-10.5 Exhibit 10.5 YODLEE, INC. 2001 STOCK PLAN STOCK OPTION AGREEMENT Unless otherwise defined herein, the terms defined in the Yodlee, Inc. 2001 Stock Plan (the “Plan”) shall have the same defined meanings in this Option Agreement. I. NOTICE OF STOCK OPTION GRANT [Name] [Address] You have been granted an option to purchase Common Stock of Yodlee, Inc. (the “Company”), subject to the terms and |
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| June 30, 2014 |
YODLEE, INC. 2009 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT EX-10.8 Exhibit 10.8 Grant Number: YODLEE, INC. 2009 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT Unless otherwise defined herein, the terms defined in the 2009 Equity Incentive Plan (the “Plan”) shall have the same defined meanings in this Restricted Stock Unit Award Agreement (the “Award Agreement”). I. NOTICE OF GRANT OF RESTRICTED STOCK UNITS Name: Address: The undersigned Parti |
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| June 30, 2014 |
EX-10.17 Exhibit 10.17 September 28, 2007 William C. Parsons Re: Offer of Employment by Yodlee, Inc. Dear Bill: We are very pleased to confirm to you our offer of employment with Yodlee, Inc., (the “Company”) in the position of Senior Vice President, Field Operations, reporting to Anil Arora, President and CEO. The terms of our offer and the benefits currently provided by the Company are as follow |
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| June 30, 2014 |
EX-3.4 Exhibit 3.4 AMENDED AND RESTATED BYLAWS OF YODLEE, INC. Adopted March , 2014 (effective as of the closing of the corporation’s initial public offering) TABLE OF CONTENTS Page ARTICLE I — CORPORATE OFFICES 1 1.1 REGISTERED OFFICE 1 1.2 OTHER OFFICES 1 ARTICLE II — MEETINGS OF STOCKHOLDERS 1 2.1 PLACE OF MEETINGS 1 2.2 ANNUAL MEETING 1 2.3 SPECIAL MEETING 1 2.4 ADVANCE NOTICE PROCEDURES 2 2.5 |
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| June 30, 2014 |
EX-21.1 Exhibit 21.1 SUBSIDIARIES OF YODLEE, INC. Subsidiary Jurisdiction Yodlee Infotech Private Limited India |
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| June 30, 2014 |
EX-10.22 Exhibit 10.22 General Services Agreement Terms and Conditions Original Agreement Number: YOD-33480 Restated Agreement Number: CW529464 Effective Date: June 5, 2007 Expiration Date: December 31, 2014 Company Name: Yodlee, Inc. Company Address: 3600 Bridge Parkway Redwood Shores, CA 94065 Company Telephone: +1 (650) 980-3600 This AMENDED AND RESTATED GENERAL SERVICES AGREEMENT (“Agreement”) |
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| June 30, 2014 |
CERTIFICATE OF AMENDMENT OF BYLAWS OF YODLEE, INC. EX-3.3 4 d684206dex33.htm EX-3.3 Exhibit 3.3 CERTIFICATE OF AMENDMENT OF BYLAWS OF YODLEE, INC. The undersigned, being the Secretary of Yodlee, Inc., hereby certifies that Article I, Section 1.2 of the Bylaws of this corporation was amended, effective July 26, 2002. (1) Section 1.2 of Article I of the Company’s Bylaws be, and hereby is, amended to read in its entirety as follows: “Section 1.2. Spe |
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| June 30, 2014 |
YODLEE, INC. 2009 EQUITY INCENTIVE PLAN EX-10.6 11 d684206dex106.htm EX-10.6 Exhibit 10.6 YODLEE, INC. 2009 EQUITY INCENTIVE PLAN 1. Purposes of the Plan. The purposes of this Plan are: • to attract and retain the best available personnel for positions of substantial responsibility, • to provide additional incentive to Employees, Directors and Consultants, and • to promote the success of the Company’s business. The Plan permits the gran |
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| June 30, 2014 |
ELEVENTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION YODLEE, INC. Exhibit 3.1 ELEVENTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF YODLEE, INC. Yodlee, Inc., a corporation organized and existing under the laws of the State of Delaware, hereby certifies as follows: A. The name of the corporation is Yodlee, Inc. The corporation was originally incorporated under the name Yodlee.com, Inc. The original Certificate of Incorporation of the corporation was file |
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| June 30, 2014 |
AMENDED AND RESTATED LOAN AND SECURITY AGREEMENT EX-10.24 Exhibit 10.24 AMENDED AND RESTATED LOAN AND SECURITY AGREEMENT THIS AMENDED AND RESTATED LOAN AND SECURITY AGREEMENT (this “Agreement”) dated as of July 11, 2011 (the “Effective Date”) between SILICON VALLEY BANK, a California corporation (“Bank”), and YODLEE, INC., a Delaware corporation (“Borrower”), provides the terms on which Bank shall lend to Borrower and Borrower shall repay Bank. |
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| June 30, 2014 |
EX-10.2 Exhibit 10.2 YODLEE, INC. 1999 STOCK PLAN as amended through September 19, 2006, Appendix A added October 18, 2006, as amended through July 30, 2007, as amended through October 17, 2007, as amended through December 19, 2007, as amended March 6, 2008, as amended November 18, 2009 1. Purposes of the Plan. The purposes of this Stock Plan are to attract and retain the best available personnel |
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| June 30, 2014 |
EX-10.4 9 d684206dex104.htm EX-10.4 Exhibit 10.4 YODLEE, INC. 2001 STOCK PLAN As amended July 26, 2002, as amended July 24, 2007, as amended March 6, 2008 1. Purposes of the Plan. The purposes of this Stock Plan are to attract and retain the best available personnel for positions of substantial responsibility, to provide additional incentive to Employees, Directors and Consultants and to promote t |
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| June 30, 2014 |
Exhibit 10.20 INDIA NON JUDICIAL Government of Karnataka e-Stamp Certificate No. : IN-KA01780527413773K Certificate Issued Date : 28-Nov-2012 04:48 PM Account Reference : NONACC (FI)/ kacrsf108/ MARATHAHALLY1/ KA-BA Unique Doc. Reference : SUBIN-KAKACRSFL0872071549439676K Purchased by : YODLEE INFOTECH PVT LTD Description of Document : Article 30 Lease of Immovable Property Description : LEASE DEE |
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| June 30, 2014 |
COVER 46 filename46.htm 650 Page Mill Road Palo Alto, CA 94304-1050 PHONE 650.493.9300 FAX 650.493.6811 www.wsgr.com June 30, 2014 Via EDGAR and Email U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, DC 20549 Attention: Barbara C. Jacobs Frank Knapp Patrick Gilmore Jan Woo Re: Yodlee, Inc. Confidential Draft Registration Statement on Form S-1 S |
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| June 30, 2014 |
EX-10.18 17 d684206dex1018.htm EX-10.18 Exhibit 10.18 BUILDING: Westport 19 PROPERTY: 30-0119 UNIT: 2 LEASE ID: 0119-YODL01-01 LEASE AGREEMENT THIS LEASE, made this 31st day of August, 2001, between WESTPORT JOINT VENTURE, a California joint venture, hereinafter called Landlord, and YODLEE, INC., a Delaware corporation, hereinafter called Tenant. WITNESSETH: Landlord hereby leases to Tenant and Te |
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| June 30, 2014 |
EX-10.16 15 d684206dex1016.htm EX-10.16 Exhibit 10.16 April 8, 2013 Michael Armsby Re: Offer of Employment by Yodlee, Inc. Dear Mike: We are very pleased to confirm to you our offer of employment with Yodlee, Inc., (the “Company”) in the position of Chief Financial Officer, reporting to Anil Arora, President and CEO. The terms of our offer and the benefits currently provided by the Company are as |
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| June 30, 2014 |
YODLEE, INC. NINTH AMENDED AND RESTATED INVESTORS’ RIGHTS AGREEMENT EX-4.2 6 d684206dex42.htm EX-4.2 Exhibit 4.2 YODLEE, INC. NINTH AMENDED AND RESTATED INVESTORS’ RIGHTS AGREEMENT This Ninth Amended and Restated Investors’ Rights Agreement (the “Rights Agreement”) is entered into as of April 27, 2012 by and among Yodlee, Inc., a Delaware corporation (the “Company”), the Preferred Investors (as defined below), the Lenders (as defined below), and the Recapitalizati |
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| June 30, 2014 |
AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF YODLEE, INC. EX-3.2 3 d684206dex32.htm EX-3.2 Exhibit 3.2 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF YODLEE, INC. Yodlee, Inc., a corporation organized and existing under the laws of the State of Delaware (the “Corporation”), certifies that: A. The name of the Corporation is Yodlee, Inc. The corporation was originally incorporated under the name Yodlee.com, Inc. The original Certificate of Incorporat |
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| June 30, 2014 |
YODLEE, INC. 2009 EQUITY INCENTIVE PLAN STOCK OPTION AGREEMENT EX-10.7 12 d684206dex107.htm EX-10.7 Exhibit 10.7 YODLEE, INC. 2009 EQUITY INCENTIVE PLAN STOCK OPTION AGREEMENT Unless otherwise defined herein, the terms defined in the 2009 Equity Incentive Plan (the “Plan”) shall have the same defined meanings in this Stock Option Agreement (the “Option Agreement”). I. NOTICE OF STOCK OPTION GRANT Name: Address: The undersigned Participant has been granted an |
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| June 30, 2014 |
YODLEE, INC. 1999 STOCK PLAN STOCK OPTION AGREEMENT EX-10.3 Exhibit 10.3 YODLEE, INC. 1999 STOCK PLAN STOCK OPTION AGREEMENT Unless otherwise defined herein, the terms defined in the Yodlee, Inc. 1999 Stock Plan (the “Plan”) shall have the same defined meanings in this Option Agreement. I. NOTICE OF STOCK OPTION GRANT [Name] [Address] You have been granted an option to purchase Common Stock of Yodlee, Inc. (the “Company”), subject to the terms and |
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| June 30, 2014 |
EX-10.19 Exhibit 10.19 INDIA NON JUDICIAL Government of Karnataka e-Stamp Certificate No. : IN-KA87394119301286K Certificate Issued Date : 11-Apr-2012 12:51 PM Account Reference : NONACC (FI)/ kaksfcl08/ WILSON GARDEN1/ KA-BA Unique Doc. Reference : SUBIN-KAKASFCL0850113129132829K Purchased by : YODLEE INFOTECH PVT LTD Description of Document : Article 30 Lease of Immovable Property Description : |
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| June 30, 2014 |
EX-10.21 20 d684206dex1021.htm EX-10.21 Exhibit 10.21 INDIA NON JUDICIAL Government of Karnataka e-Stamp Certificate No. : IN-KA32322605640767M Certificate Issued Date : 01-Mar-2014 01:58 PM Account Reference : NONACC (FI)/ kacrsf108/ MARATHAHALLY1/ KA-BA Unique Doc. Reference : SUBIN-KAKACRSFL0821410663031903M Purchased by : YODLEE INFOTECH PVT LTD Description of Document : Article 30 Lease of Im |
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| June 30, 2014 |
YDLE / Yodlee, Inc. S-1 - Registration Statement - FORM S-1 S-1 1 d684206ds1.htm FORM S-1 Table of Contents As filed with the Securities and Exchange Commission on June 30, 2014. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Yodlee, Inc. (Exact name of Registrant as specified in its charter) Delaware 7372 33-0843318 (State or other jurisdiction |
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| June 30, 2014 |
Exhibit 10.15 January 27, 2000 Mr. Anil Arora Dear Anil: On behalf of Yodlee.com, I am pleased to offer you the position of President and Chief Executive Officer, reporting to the Board of Directors. In addition to your role of CEO, you’ll also be elected to serve as a Director. Your annual salary will be $250,000.00. In addition, you will receive the Company’s standard employee benefit package. Y |
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| June 6, 2014 |
Response Letter 650 Page Mill Road Palo Alto, CA 94304-1050 PHONE 650.493.9300 FAX 650.493.6811 www.wsgr.com June 6, 2014 Via EDGAR and Email U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, DC 20549 Attention: Barbara C. Jacobs Frank Knapp Patrick Gilmore Jan Woo Re: Yodlee, Inc. Confidential Draft Registration Statement on Form S-1 Submitted |
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| June 6, 2014 |
Table of Contents Confidential Draft No. 4 confidentially submitted to the Securities and Exchange Commission on June 6, 2014. This draft registration statement has not been publicly filed with the Securities and Exchange Commission and all information herein remains strictly confidential. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGIST |
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| May 20, 2014 |
DRS/A Table of Contents Confidential Draft No. 3 confidentially submitted to the Securities and Exchange Commission on May 20, 2014. This draft registration statement has not been publicly filed with the Securities and Exchange Commission and all information herein remains strictly confidential. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 |
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| May 20, 2014 |
EX-10.20 Exhibit 10.20 General Services Agreement Terms and Conditions Original Agreement Number: YOD-33480 Restated Agreement Number: CW529464 Effective Date: June 5, 2007 Expiration Date: December 31, 2014 Company Name: Yodlee, Inc. Company Address: 3600 Bridge Parkway Redwood Shores, CA 94065 Company Telephone: +1 (650) 980-3600 This AMENDED AND RESTATED GENERAL SERVICES AGREEMENT (“Agreement”) |
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| May 20, 2014 |
YODLEE, INC. NINTH AMENDED AND RESTATED INVESTORS’ RIGHTS AGREEMENT EX-4.2 Exhibit 4.2 YODLEE, INC. NINTH AMENDED AND RESTATED INVESTORS’ RIGHTS AGREEMENT This Ninth Amended and Restated Investors’ Rights Agreement (the “Rights Agreement”) is entered into as of April 27, 2012 by and among Yodlee, Inc., a Delaware corporation (the “Company”), the Preferred Investors (as defined below), the Lenders (as defined below), and the Recapitalization Common Investors (as de |
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| May 20, 2014 |
SEC Response Letter 650 Page Mill Road Palo Alto, CA 94304-1050 PHONE 650.493.9300 FAX 650.493.6811 www.wsgr.com CONFIDENTIAL TREATMENT REQUESTED BY YODLEE, INC. May 20, 2014 CERTAIN PORTIONS OF THIS LETTER HAVE BEEN OMITTED FROM THE VERSION FILED VIA EDGAR. CONFIDENTIAL TREATMENT HAS BEEN REQUESTED WITH RESPECT TO THE OMITTED PORTIONS. INFORMATION THAT HAS OMITTED IN THE EDGAR VERSION HAS BEEN NO |
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| April 25, 2014 |
AMENDED AND RESTATED LOAN AND SECURITY AGREEMENT EX-10.22 Exhibit 10.22 AMENDED AND RESTATED LOAN AND SECURITY AGREEMENT THIS AMENDED AND RESTATED LOAN AND SECURITY AGREEMENT (this “Agreement”) dated as of July 11, 2011 (the “Effective Date”) between SILICON VALLEY BANK, a California corporation (“Bank”), and YODLEE, INC., a Delaware corporation (“Borrower”), provides the terms on which Bank shall lend to Borrower and Borrower shall repay Bank. |
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| April 25, 2014 |
DRS/A Table of Contents Confidential Draft No. 2 confidentially submitted to the Securities and Exchange Commission on April, 25 2014. This draft registration statement has not been publicly filed with the Securities and Exchange Commission and all information herein remains strictly confidential. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S- |
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| April 25, 2014 |
COVER 650 Page Mill Road Palo Alto, CA 94304-1050 PHONE 650.493.9300 FAX 650.493.6811 www.wsgr.com April 25, 2014 Via EDGAR and Overnight Delivery U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, DC 20549 Attention: Barbara C. Jacobs Frank Knapp Patrick Gilmore Jan Woo Re: Yodlee, Inc. Confidential Draft Registration Statement on Form S-1 Submi |
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| March 21, 2014 |
YODLEE, INC. 2009 EQUITY INCENTIVE PLAN STOCK OPTION AGREEMENT EX-10.7 Exhibit 10.7 YODLEE, INC. 2009 EQUITY INCENTIVE PLAN STOCK OPTION AGREEMENT Unless otherwise defined herein, the terms defined in the 2009 Equity Incentive Plan (the “Plan”) shall have the same defined meanings in this Stock Option Agreement (the “Option Agreement”). I. NOTICE OF STOCK OPTION GRANT Name: Address: The undersigned Participant has been granted an Option to purchase Common Sto |
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| March 21, 2014 |
EX-10.16 Exhibit 10.16 April 8, 2013 Michael Armsby Re: Offer of Employment by Yodlee, Inc. Dear Mike: We are very pleased to confirm to you our offer of employment with Yodlee, Inc., (the “Company”) in the position of Chief Financial Officer, reporting to Anil Arora, President and CEO. The terms of our offer and the benefits currently provided by the Company are as follows: 1. Compensation and Be |
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| March 21, 2014 |
AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF YODLEE, INC. EX-3.2 Exhibit 3.2 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF YODLEE, INC. Yodlee, Inc., a corporation organized and existing under the laws of the State of Delaware (the “Corporation”), certifies that: A. The name of the Corporation is Yodlee, Inc. The corporation was originally incorporated under the name Yodlee.com, Inc. The original Certificate of Incorporation of the corporation was |
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| March 21, 2014 |
YODLEE, INC. 2009 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT EX-10.8 Exhibit 10.8 Grant Number: YODLEE, INC. 2009 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT Unless otherwise defined herein, the terms defined in the 2009 Equity Incentive Plan (the “Plan”) shall have the same defined meanings in this Restricted Stock Unit Award Agreement (the “Award Agreement”). I. NOTICE OF GRANT OF RESTRICTED STOCK UNITS Name: Address: The undersigned Parti |
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| March 21, 2014 |
YODLEE, INC. 2009 EQUITY INCENTIVE PLAN EX-10.6 Exhibit 10.6 YODLEE, INC. 2009 EQUITY INCENTIVE PLAN 1. Purposes of the Plan. The purposes of this Plan are: • to attract and retain the best available personnel for positions of substantial responsibility, • to provide additional incentive to Employees, Directors and Consultants, and • to promote the success of the Company’s business. The Plan permits the grant of Incentive Stock Options, |
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| March 21, 2014 |
EX-10.17 Exhibit 10.17 September 28, 2007 William C. Parsons Re: Offer of Employment by Yodlee, Inc. Dear Bill: We are very pleased to confirm to you our offer of employment with Yodlee, Inc., (the “Company”) in the position of Senior Vice President, Field Operations, reporting to Anil Arora, President and CEO. The terms of our offer and the benefits currently provided by the Company are as follow |
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| March 21, 2014 |
YODLEE, INC. 2001 STOCK PLAN STOCK OPTION AGREEMENT EX-10.5 Exhibit 10.5 YODLEE, INC. 2001 STOCK PLAN STOCK OPTION AGREEMENT Unless otherwise defined herein, the terms defined in the Yodlee, Inc. 2001 Stock Plan (the “Plan”) shall have the same defined meanings in this Option Agreement. I. NOTICE OF STOCK OPTION GRANT [Name] [Address] You have been granted an option to purchase Common Stock of Yodlee, Inc. (the “Company”), subject to the terms and |
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| March 21, 2014 |
EX-10.18 Exhibit 10.18 BUILDING: Westport 19 PROPERTY: 30-0119 UNIT: 2 LEASE ID: 0119-YODL01-01 LEASE AGREEMENT THIS LEASE, made this 31st day of August, 2001, between WESTPORT JOINT VENTURE, a California joint venture, hereinafter called Landlord, and YODLEE, INC., a Delaware corporation, hereinafter called Tenant. WITNESSETH: Landlord hereby leases to Tenant and Tenant hereby hires and takes fro |
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| March 21, 2014 |
ELEVENTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION YODLEE, INC. EX-3.1 Exhibit 3.1 ELEVENTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF YODLEE, INC. Yodlee, Inc., a corporation organized and existing under the laws of the State of Delaware, hereby certifies as follows: A. The name of the corporation is Yodlee, Inc. The corporation was originally incorporated under the name Yodlee.com, Inc. The original Certificate of Incorporation of the corporation w |
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| March 21, 2014 |
CERTIFICATE OF AMENDMENT OF BYLAWS OF YODLEE, INC. EX-3.3 Exhibit 3.3 CERTIFICATE OF AMENDMENT OF BYLAWS OF YODLEE, INC. The undersigned, being the Secretary of Yodlee, Inc., hereby certifies that Article I, Section 1.2 of the Bylaws of this corporation was amended, effective July 26, 2002. (1) Section 1.2 of Article I of the Company’s Bylaws be, and hereby is, amended to read in its entirety as follows: “Section 1.2. Special Meetings. Special mee |
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| March 21, 2014 |
EX-10.2 Exhibit 10.2 YODLEE, INC. 1999 STOCK PLAN as amended through September 19, 2006, Appendix A added October 18, 2006, as amended through July 30, 2007, as amended through October 17, 2007, as amended through December 19, 2007, as amended March 6, 2008, as amended November 18, 2009 1. Purposes of the Plan. The purposes of this Stock Plan are to attract and retain the best available personnel |
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| March 21, 2014 |
Draft Registration Statement Table of Contents As confidentially submitted to the Securities and Exchange Commission on March 21, 2014 This draft registration statement has not been publicly filed with the Securities and Exchange Commission and all information herein remains strictly confidential. |
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| March 21, 2014 |
EX-10.15 Exhibit 10.15 January 27, 2000 Mr. Anil Arora Dear Anil: On behalf of Yodlee.com, I am pleased to offer you the position of President and Chief Executive Officer, reporting to the Board of Directors. In addition to your role of CEO, you’ll also be elected to serve as a Director. Your annual salary will be $250,000.00. In addition, you will receive the Company’s standard employee benefit p |
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| March 21, 2014 |
EX-3.4 Exhibit 3.4 AMENDED AND RESTATED BYLAWS OF YODLEE, INC. Adopted March , 2014 (effective as of the closing of the corporation’s initial public offering) TABLE OF CONTENTS Page ARTICLE I — CORPORATE OFFICES 1 1.1 REGISTERED OFFICE 1 1.2 OTHER OFFICES 1 ARTICLE II — MEETINGS OF STOCKHOLDERS 1 2.1 PLACE OF MEETINGS 1 2.2 ANNUAL MEETING 1 2.3 SPECIAL MEETING 1 2.4 ADVANCE NOTICE PROCEDURES 2 2.5 |
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| March 21, 2014 |
YODLEE, INC. 1999 STOCK PLAN STOCK OPTION AGREEMENT EX-10.3 Exhibit 10.3 YODLEE, INC. 1999 STOCK PLAN STOCK OPTION AGREEMENT Unless otherwise defined herein, the terms defined in the Yodlee, Inc. 1999 Stock Plan (the “Plan”) shall have the same defined meanings in this Option Agreement. I. NOTICE OF STOCK OPTION GRANT [Name] [Address] You have been granted an option to purchase Common Stock of Yodlee, Inc. (the “Company”), subject to the terms and |
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| March 21, 2014 |
EX-21.1 Exhibit 21.1 SUBSIDIARIES OF YODLEE, INC. Subsidiary Jurisdiction Yodlee Infotech Private Limited India |
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| March 21, 2014 |
Exhibit 10.4 YODLEE, INC. 2001 STOCK PLAN As amended July 26, 2002, as amended July 24, 2007, as amended March 6, 2008 1. Purposes of the Plan. The purposes of this Stock Plan are to attract and retain the best available personnel for positions of substantial responsibility, to provide additional incentive to Employees, Directors and Consultants and to promote the success of the Company’s business |
