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Sezzle Inc. SEC Filings

SEZL NASDAQ

Welcome to our dedicated page for Sezzle SEC filings (Ticker: SEZL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

This page provides access to Sezzle Inc.’s (NASDAQ: SEZL) SEC filings, offering detailed insight into the company’s operations as a purpose-driven fintech and Buy Now, Pay Later (BNPL) platform. Sezzle’s common stock is registered on the Nasdaq Stock Market LLC under the symbol SEZL, and its filings with the U.S. Securities and Exchange Commission document material events, financial performance, and key corporate actions.

Through Sezzle’s current reports on Form 8-K, investors can review disclosures on topics such as quarterly financial results, amendments to revolving credit and security agreements, stock repurchase authorizations, changes to equity incentive plans, and decisions affecting certifications like its former B Corporation status. For example, Sezzle has filed 8-Ks describing an increase in borrowing capacity under a credit facility, the authorization of an additional $100 million stock repurchase program, and updates to its 2021 Equity Incentive Plan.

Annual reports on Form 10-K and quarterly reports on Form 10-Q (accessible via the SEC’s EDGAR system and summarized on this platform when available) typically include audited or reviewed financial statements, management’s discussion and analysis, and detailed explanations of metrics Sezzle emphasizes publicly, such as Gross Merchandise Volume (GMV), total revenue, transaction-related costs, adjusted net income, and Adjusted EBITDA. These filings also contain risk factor discussions covering regulatory scrutiny of BNPL, macroeconomic conditions, credit losses, access to capital, and operational risks.

Investors can also use this page to track insider activity and compensation-related disclosures when Forms 3, 4, 5, and proxy statements are filed, as well as to monitor any future registration statements or amendments relevant to Sezzle’s capital structure. Stock Titan’s tools surface new filings in near real time and apply AI-powered summaries to help explain complex sections of lengthy documents, such as the narrative in a 10-K or the terms of a credit agreement described in an 8-K.

By reviewing Sezzle’s SEC filings alongside its press releases, users can better understand how the company manages its payment platform, capital resources, equity incentives, and public benefit commitments within the regulated U.S. securities framework.

Rhea-AI Summary

Sezzle Inc.'s founder and CEO Charles Youakim has filed an amended Schedule 13D showing continued control of the company, with the reporting persons collectively beneficially owning 14,899,463 shares of Common Stock, or 44.08% of the outstanding shares. The filing discloses that Mr. Youakim’s margin loan with Oppenheimer & Co. was increased to $20,000,000, secured by Pledge Agreements covering a total of 11,863,600 pledged shares of Sezzle Common Stock deposited with Oppenheimer. The pledge allows Oppenheimer, upon customary events and margin requirements, to demand repayment, require additional collateral, or foreclose on and dispose of the pledged shares. The amendment also notes recent equity compensation activity, including vesting of 19,740 RSUs, issuance of the related shares, and a sell-to-cover transaction of 7,185 shares to satisfy tax withholding obligations.

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Rhea-AI Summary

Sezzle Inc. furnished an investor presentation outlining strong 2025 performance and its strategy as a North American buy now, pay later and digital finance platform. Gross merchandise volume reached $3.94B in 2025 with $450.3M in total revenue, up 66.1% year over year.

Net income rose to $133.1M in 2025 with an adjusted EBITDA of $187.7M and a 41.7% adjusted EBITDA margin. The company highlighted margin expansion, growing engagement to 918,000 Monthly On-Demand & Subscribers, and significant capital returns, including a completed $50M repurchase in 2025 and authorization for an additional $100M. 2026 guidance targets 25–30% total revenue growth and adjusted net income of $170M.

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Sezzle Inc. Director & President Paul Paradis reported open-market sales of company common stock on March 3, 2026 to cover tax withholding from vesting restricted stock units. Footnotes state these “sell to cover” trades were for tax obligations and were not discretionary.

The filing lists three sales totaling 5,257 shares at weighted average prices of $70.9286, $71.4122, and $73.3789, within disclosed intraday price ranges. After these transactions, he held 482,505 shares of common stock directly. The report also shows 504,066 shares held indirectly through Paradis Family LLC and 233,000 shares held by his spouse, with beneficial ownership disclaimed except to the extent of his pecuniary interest.

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Sezzle Inc. Executive Chairman and CEO Charles Youakim reported open-market sales totaling 7,185 shares of common stock on March 3, 2026 to cover tax withholding obligations from vesting restricted stock units. Weighted average sale prices ranged from about $70.93 to $73.38 per share. After these sales, he held 12,332,279 shares directly and may be deemed to have voting and dispositive power over 947,370 shares held by Cerro Gordo LLC and 1,508,454 shares held by the Charles G. Youakim 2020 Irrevocable GST Trust.

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Sezzle Inc. Chief Financial Officer Brading Lee Dickson reported multiple stock transactions in common shares. On March 3, 2026, he sold an aggregate of 1,240 shares in open-market transactions at weighted-average prices of about $70.93, $71.41, and $73.38 to cover tax withholding obligations tied to restricted stock unit vesting, described as non-discretionary "sell to cover" sales. He also received a grant of 29,976 restricted stock units at no cost, which vest over four years, with 25% vesting on the one-year anniversary of the vesting commencement date and the remainder in equal quarterly installments thereafter. After these transactions, he held 321,978 shares of common stock directly.

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Sezzle Inc. insider Justin Krause, SVP Finance and Controller, reported open-market sales of common stock on March 3, 2026. He sold 1,017 shares at a weighted average price of $70.9292, 159 shares at $71.4125, and 228 shares at $73.3794.

Footnotes state these sales were made to cover tax withholding obligations arising from the vesting and settlement of restricted stock units through a "sell to cover" transaction and are described as not discretionary transactions by the reporting person. After these sales, he directly held 80,909 shares of Sezzle common stock.

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Sezzle Inc. reported that Chief Operating Officer Amin Sabzivand sold a total of 5,118 shares of common stock on March 3, 2026 in three open-market transactions. These sales were made to cover tax withholding obligations arising from the vesting and settlement of restricted stock units and, according to the disclosure, did not represent discretionary transactions by the executive.

The weighted average sale prices were $70.9292, $71.4119, and $73.3794 per share, with the underlying trades executed within disclosed price ranges. Following these transactions, Sabzivand directly held 223,465 shares of Sezzle common stock.

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Sezzle Inc. reported that its General Counsel and Secretary, Kerissa Hollis, executed open-market sales of company common stock on March 3, 2026 to cover tax withholding tied to restricted stock unit vesting.

The Form 4 shows three non-derivative transactions totaling 233 shares of common stock, with reported weighted average prices of $70.9282, $71.4104, and $73.3792 per share. These sales were described as "sell to cover" transactions for tax obligations and not discretionary trades by the reporting person. After these sales, Hollis directly held 12,837 shares of Sezzle common stock.

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FAQ

How many Sezzle (SEZL) SEC filings are available on StockTitan?

StockTitan tracks 98 SEC filings for Sezzle (SEZL), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Sezzle (SEZL)?

The most recent SEC filing for Sezzle (SEZL) was filed on March 16, 2026.