HEARTLAND GROUP, INC. AMENDED AND RESTATED OPERATING EXPENSE LIMITATION AGREEMENT with HEARTLAND ADVISORS, INC.Operating Expense Limitation Agreement • April 28th, 2023 • Heartland Group Inc • Wisconsin
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS AMENDED AND RESTATED OPERATING EXPENSE LIMITATION AGREEMENT (the “Agreement”) is entered into effective March 9, 2023 (the “Effective Date”), by and between Heartland Group, Inc. (the “Fund Company”), a Maryland corporation, on behalf of the series of the Fund Company listed in Schedule A hereto, as may be amended from time to time (the “Fund”), and the investment advisor to the Fund, Heartland Advisors, Inc. (the “Advisor”), a Wisconsin corporation.
AMENDMENT 10Administration, Bookkeeping and Pricing Services Agreement • April 28th, 2023 • Heartland Group Inc
Contract Type FiledApril 28th, 2023 CompanyExcept as amended hereby, all terms of the Existing Agreement remain in full force and effect. This Amendment includes the amendments in Schedule A and general terms in Schedule B.
AMENDMENT 3Distribution Agreement • April 28th, 2023 • Heartland Group Inc
Contract Type FiledApril 28th, 2023 CompanyThis amendment (the “Amendment”) between the parties signing below (the “Parties”) amends the Existing Agreement as of March 1, 2023 (the “Effective Date”):
AMENDMENT 10Transfer Agency and Services Agreement • April 28th, 2023 • Heartland Group Inc
Contract Type FiledApril 28th, 2023 CompanyThis amendment (the “Amendment”) between the parties signing below (the “Parties”) amends the Existing Agreement as of March 1, 2023 (“Effective Date”):