Sezzle affiliate proposes $17.6M share sale

The notice links the 150,000-share transaction to covering 1,500 call options and names J.P. Morgan Securities LLC as the trust's agent and attorney-in-fact.

Rhea-AI Filing Summary

The Charles G. 2020 Irrevocable GST Trust UAD 03/20/2020, identified as an affiliate of Sezzle Inc. (SEZL), gave notice of a proposed sale of 150,000 common shares, with an approximate sale date of October 9, 2026 and an aggregate market value of $17,583,000. J.P. Morgan Securities LLC signed as agent and attorney-in-fact for the trust. The notice says the proposed transaction reflects covering 1,500 call options using 150,000 Sezzle shares.

Key Figures

Common shares proposed for sale: 150,000 shares Aggregate market value: $17,583,000 Call options: 1,500 options

3 metrics

Common shares proposed for sale 150,000 shares Approximate sale date October 9, 2026

Aggregate market value $17,583,000 Proposed sale

Call options 1,500 options The notice describes covering the options using 150,000 Sezzle shares

Key Terms

Rule 144, call options, affiliate, attorney-in-fact

4 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

call options financial

"covering of 1,500 call options"

A call option is a contract that gives its buyer the right, but not the obligation, to buy a specific number of shares at a predetermined price within a set time. Think of it like a refundable reservation to purchase a stock later at today’s agreed price: investors use calls to profit from expected price rises with smaller upfront cost than buying the stock outright, or to hedge and manage exposure, while the most they can lose is the amount paid for the contract.

affiliate regulatory

"Affiliate"

attorney-in-fact regulatory

"as agent and attorney-in-fact for the trust"

An attorney-in-fact is the person or entity given legal authority through a power of attorney to act on behalf of another for specific tasks, such as signing documents, voting shares, or handling transactions. For investors, this matters because it lets a trusted representative make timely decisions or complete paperwork when the owner cannot, much like handing keys to someone to run errands on your behalf—so checks on scope and limits of that authority are important.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many SEZL shares did the trust propose to sell?

The Charles G. 2020 Irrevocable GST Trust UAD 03/20/2020 gave notice of a proposed sale of 150,000 common shares. The notice lists an aggregate market value of $17,583,000 and an approximate sale date of October 9, 2026.

What does the SEZL share-sale notice say about call options?

The notice says the proposed transaction reflects covering 1,500 call options using 150,000 shares of Sezzle Inc.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/09/2026 - 04:19 PM Accepted by SEC EDGAR 10/09/2026 - 04:18 PM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0002159160
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	SEZZLE INC
SEC File Number	001-41781
Address of Issuer	700 NICOLLET MALL SUITE 640 MINNEAPOLIS MINNESOTA 55402
Phone	651-240-6001
Name of Person for Whose Account the Securities are To Be Sold	CHARLES G. YOUAKIM 2020 IRREVOCABLE GST TRUST UAD 03/20/2020
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Affiliate

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	J.P. Morgan Securities LLC 270 Park Avenue 10th Floor New York NY 10017	150000	17583000	33675014	10/09/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	03/20/2020	Gift	Charles G. Youakim		01/04/2016	150000		NA

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks	This filing reflects the covering of 1,500 call options by the use of 150,000 shares of Sezzle Inc.
Date of Notice	10/09/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ J.P. Morgan Securities LLC as agent and attorney-in-fact for CHARLES G YOUAKIM 2020 IRREVOCABLE GST TRUST U/A DTD 03/20/2020.
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)