MANAGEMENT GRANT AGREEMENTManagement Grant Agreement • May 17th, 2012 • Edelman Financial Group Inc. • Investment advice • Delaware
Contract Type FiledMay 17th, 2012 Company Industry JurisdictionThis Management Grant Agreement (this “Agreement”) is made and entered into as of April 23, 2012 by and between Lee Summer, LP, a Delaware limited partnership (the “Partnership”) and George Ball (the “Management Securityholder”), to become effective as of (and subject to the occurrence of) the closing of the transactions contemplated by the Agreement and Plan of Merger by and among Summer Holdings II, Inc., a Delaware corporation, Summer Merger Sub, Inc., a Texas corporation, and The Edelman Financial Group Inc., a Texas corporation, dated as of April 16, 2012 (the “Closing”).
MANAGEMENT GRANT AGREEMENTManagement Grant Agreement • May 17th, 2012 • Edelman Financial Group Inc. • Investment advice • Delaware
Contract Type FiledMay 17th, 2012 Company Industry JurisdictionThis Management Grant Agreement (this “Agreement”) is made and entered into as of April 23, 2012 by and between Lee Summer, LP, a Delaware limited partnership (the “Partnership”) and Bruce McMaken (the “Management Securityholder”), to become effective as of (and subject to the occurrence of) the closing of the transactions contemplated by the Agreement and Plan of Merger by and among Summer Holdings II, Inc., a Delaware corporation, Summer Merger Sub, Inc., a Texas corporation, and The Edelman Financial Group Inc., a Texas corporation, dated as of April 16, 2012 (the “Closing”).
MANAGEMENT GRANT AGREEMENTManagement Grant Agreement • May 17th, 2012 • Edelman Financial Group Inc. • Investment advice • Delaware
Contract Type FiledMay 17th, 2012 Company Industry JurisdictionThis Management Grant Agreement (this “Agreement”) is made and entered into as of April 23, 2012 by and between Lee Summer, LP, a Delaware limited partnership (the “Partnership”) and Ed Moore (the “Management Securityholder”), to become effective as of (and subject to the occurrence of) the closing of the transactions contemplated by the Agreement and Plan of Merger by and among Summer Holdings II, Inc., a Delaware corporation, Summer Merger Sub, Inc., a Texas corporation, and The Edelman Financial Group Inc., a Texas corporation, dated as of April 16, 2012 (the “Closing”).
MANAGEMENT GRANT AGREEMENTManagement Grant Agreement • May 17th, 2012 • Edelman Financial Group Inc. • Investment advice • Delaware
Contract Type FiledMay 17th, 2012 Company Industry JurisdictionThis Management Grant Agreement (this “Agreement”) is made and entered into as of April 23, 2012 by and between Lee Summer, LP, a Delaware limited partnership (the “Partnership”) and Lesley Roberts (the “Management Securityholder”), to become effective as of (and subject to the occurrence of) the closing of the transactions contemplated by the Agreement and Plan of Merger by and among Summer Holdings II, Inc., a Delaware corporation, Summer Merger Sub, Inc., a Texas corporation, and The Edelman Financial Group Inc., a Texas corporation, dated as of April 16, 2012 (the “Closing”).
MANAGEMENT GRANT AGREEMENTManagement Grant Agreement • May 17th, 2012 • Edelman Financial Group Inc. • Investment advice • Delaware
Contract Type FiledMay 17th, 2012 Company Industry JurisdictionThis Management Grant Agreement (this “Agreement”) is made and entered into as of April 23, 2012 by and between Lee Summer, LP, a Delaware limited partnership (the “Partnership”) and Joseph Bottazzi II (the “Management Securityholder”), to become effective as of (and subject to the occurrence of) the closing of the transactions contemplated by the Agreement and Plan of Merger by and among Summer Holdings II, Inc., a Delaware corporation, Summer Merger Sub, Inc., a Texas corporation, and The Edelman Financial Group Inc., a Texas corporation, dated as of April 16, 2012 (the “Closing”).
MANAGEMENT GRANT AGREEMENTManagement Grant Agreement • May 17th, 2012 • Edelman Financial Group Inc. • Investment advice • Delaware
Contract Type FiledMay 17th, 2012 Company Industry JurisdictionThis Management Grant Agreement (this “Agreement”) is made and entered into as of April 23, 2012 by and between Lee Summer, LP, a Delaware limited partnership (the “Partnership”) and Rick Berry (the “Management Securityholder”), to become effective as of (and subject to the occurrence of) the closing of the transactions contemplated by the Agreement and Plan of Merger by and among Summer Holdings II, Inc., a Delaware corporation, Summer Merger Sub, Inc., a Texas corporation, and The Edelman Financial Group Inc., a Texas corporation, dated as of April 16, 2012 (the “Closing”).