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.
Sezzle Inc. filings document formal disclosures for a Nasdaq-listed digital payment company, including Form 8-K reports on operating results, financial-condition updates, investor presentations, and Regulation FD materials. The filings identify SEZL common stock and record recurring financial metrics tied to the company’s point-of-sale payment platform.
The company’s regulatory record also covers governance and reporting matters, including board composition, committee assignments, changes in the independent registered public accounting firm, internal-control disclosures, and non-reliance or restatement matters related to cash-flow classification. These filings also address material-event reporting and capital-structure disclosures for the public company.
Sezzle Inc. Chief Operating Officer Amin Sabzivand reported a routine tax-related share disposition. On March 20, 2026, 1,367 shares of common stock were forfeited at an indicated value of $66.15 per share to cover withholding taxes tied to vesting restricted stock units.
According to the disclosure, this was a tax-withholding disposition rather than an open-market sale. Following the transaction, Sabzivand directly holds 222,098 shares of Sezzle common stock, indicating he retains a substantial equity position after satisfying the associated tax obligation.
Sezzle Inc. senior vice president of finance and controller Justin Krause reported a routine tax-related share disposition. In connection with vested restricted stock units, he forfeited 183 shares of common stock at $66.15 per share to cover withholding taxes, and now holds 80,726 shares directly.
Sezzle Inc. reported a routine insider transaction by General Counsel and Secretary Kerissa Hollis. In connection with the vesting of previously awarded restricted stock units, she forfeited 266 shares of common stock to satisfy withholding tax obligations at a reference price of $66.15 per share. This was a tax-withholding disposition, not an open-market sale, and reflects automatic share surrender for taxes rather than an active trading decision. After this transaction, she directly holds 12,571 shares of Sezzle common stock.
Sezzle Inc. reported a change in its independent auditor and highlighted an existing material weakness in internal controls. On March 16, 2026, the Audit Committee dismissed Baker Tilly US, LLP as the company’s independent registered public accounting firm and approved the engagement of PricewaterhouseCoopers LLP for the 2026 fiscal year, subject to PwC’s standard client acceptance procedures.
Baker Tilly’s audit reports on the 2024 and 2025 consolidated financial statements contained no adverse opinions or qualifications. However, its report on internal control over financial reporting as of December 31, 2025 stated that Sezzle did not maintain effective internal control because of a material weakness related to the design and maintenance of controls to evaluate the appropriate classification of cash flows related to notes receivable. The filing states there were no disagreements with Baker Tilly on accounting principles, disclosure, or audit procedures, and that the only reportable event was this previously disclosed material weakness.
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.
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.
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.
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.
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.
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.