Sezzle (SEZL)
NASDAQFinancialsFinancial - Credit ServicesSnapshot 2026-09-04
NASDAQFinancialsFinancial - Credit ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · SEZL
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Entry into a Material Definitive Agreement On August 12, 2026, Sezzle Inc. (“Sezzle” or the “Company”) and WebBank, a Utah-chartered industrial bank (“WebBank”), entered into a Second Amended and Restated Loan and Receivables Sale Agreement (the “Receivables Sale Agreement”) and a Second Amended and Restated Marketing and Servicing Agreement (the “Servicing Agreement” and, together with the Receivables Sale Agreement, the “Second Amended Bank Program Agreements”). The Second Amended Bank Prog…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant The information set forth under
Results of Operations and Financial Conditions On August 6, 2026, Sezzle Inc. issued a press release announcing its second quarter financial results for the period ending June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exch…
Results of Operations and Financial Conditions On July 14, 2026, Sezzle Inc. (the “Company”) announced that it will release its second quarter 2026 results on Thursday, August 6, 2026, and host a conference call at 5:00 p.m Eastern Time on the same day, to discuss the second quarter 2026 results. A copy of the press release announcing the conference call is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 attache…
Entry into a Material Definitive Agreement Revolving Credit and Security Agreement On May 7, 2026, Sezzle Funding SPE II, LLC (the “Borrower”), a wholly owned indirect subsidiary of Sezzle Inc. (“Sezzle” or the “Company”), Bastion Funding VI, LP, as administrative agent (the “Agent”), and certain lenders party thereto, executed the Amended and Restated Revolving Credit and Security Agreement (the “Credit Agreement”). Under the Credit Agreement, the Borrower entered into a senior, secured, ass…
Creation of a Direct Financial Obligation or an Obligation Under an Off-Balance Sheet Arrangement of a Registrant The information set forth in
Results of Operations and Financial Conditions. On May 6, 2026, Sezzle Inc. issued a press release announcing its first quarter financial results for the period ending March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchan…
Results of Operations and Financial Conditions On April 15, 2026, Sezzle Inc. (the “Company”) announced that it will release its first quarter 2026 results on Wednesday, May 6, 2026, and host a conference call at 5:00 p.m Eastern Time on the same day, to discuss the first quarter 2026 results. A copy of the press release announcing the conference call is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 attached h…
Director — Karen Webster: Ms. Webster resigned due to a growing difference in perspective with management concerning the Company’s direction, key decisions, and governance.
Changes in Registrant’s Certifying Accountant (a) Dismissal of Independent Registered Public Accounting Firm On March 16, 2026, Sezzle Inc. (the “Company”) dismissed Baker Tilly US, LLP (“Baker Tilly”) as the Company’s independent registered public accounting firm. The Audit Committee of the Board of Directors of the Company (the “Audit Committee”) participated in and approved the decision to dismiss Baker Tilly. The audit reports of Baker Tilly on the Company’s consolidated financial stateme…
Results of Operations and Financial Conditions. On February 25, 2026, Sezzle Inc. (the “Company”) issued a press release announcing its fourth quarter and full year financial results for the period ending December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Excha…
Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review In connection with the preparation of the Company’s Annual Report on Form 10-K for the year ended December 31, 2025 (“2025 Form 10-K”), the Company concluded that it had not appropriately classified purchases and originations of notes receivable, and proceeds from repayments thereof, as “investing activities” within its Consolidated Statements of Cash Flows for the year ended December…
Results of Operations and Financial Conditions On February 2, 2026, Sezzle Inc. (the “Company”) announced that it will release its fourth quarter and full year 2025 results on Wednesday, February 25, 2026, and host a conference call at 5:00 p.m Eastern Time on the same day, to discuss the fourth quarter and full year 2025 results. A copy of the press release announcing the conference call is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Form…
CFO — Lee Brading: Lee Brading was promoted to CFO, and Karen Hartje stepped down from the CFO role.
Other Events On December 15, 2025, the Company issued a press release announcing that the Company's Board of Directors authorized the repurchase of up to $100 million of the Company's outstanding shares of common stock. A copy of the press release is attached as Exhibit 99.1 to this report and is incorporated by reference into this
Results of Operations and Financial Conditions. On November 5, 2025, Sezzle Inc. issued a press release announcing its third quarter financial results for the period ending September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (th…
CFO — Karen Hartje: The CFO is transitioning out over a 12-month consulting period for personal reasons, representing an orderly succession rather than a sudden loss of the executive.
Entry into a Material Definitive Agreement On October 30, 2025, Sezzle Funding SPE II, LLC (the “Borrower”), a wholly owned indirect subsidiary of Sezzle Inc. (“Sezzle” or the “Company”), Bastion Funding VI LP, as administrative agent (the “Agent”), and certain lenders party thereto, executed Amendment No. 3 (the “Amendment”) to the Revolving Credit and Security Agreement (the “Credit Agreement”) dated April 19, 2024, as amended. The terms of the Amendment, among other things, increased the a…
Creation of a Direct Financial Obligation or an Obligation Under an Off-Balance Sheet Arrangement of a Registrant The information set forth in
Results of Operations and Financial Conditions On October 21, 2025, Sezzle Inc. (the “Company”) announced that it will release its third quarter 2025 results on Wednesday, November 5, 2025, and host a conference call at 5:00 p.m Eastern Time on the same day, to discuss the third quarter 2025 results. A copy of the press release announcing the conference call is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 att…
Results of Operations and Financial Conditions. On August 7, 2025, Sezzle Inc. (the “Company”) issued a press release announcing its second quarter financial results for the period ending June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as a…
Termination of a Material Definitive Agreement. On August 7, 2025, B Lab Company (“B Lab”) acknowledged the decision by Sezzle Inc. (the “Company”) to forego recertification as a certified B Corporation. The Company’s B Corporation certification will expire effectively immediately. The Company’s B Corporation certification initially became effective March 22, 2021. The certification required the Company to meet certain standards of social and environmental performance, accountability, and tra…
The filing describes an amendment to the equity incentive plan regarding tax withholding and settlement delays, not a change in management personnel.
Results of Operations and Financial Conditions On July 21, 2025, Sezzle Inc. (the “Company”) announced that it will release its second quarter 2025 results on Thursday, August 7, 2025, and host a conference call at 5:00 p.m Eastern Time on the same day, to discuss the second quarter 2025 results. A copy of the press release announcing the conference call is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K (including Exhibit 99.1 attache…
Regulation FD Disclosure As previously reported by Sezzle Inc. (the “Company”), on June 9, 2025, the Company filed a lawsuit against Shopify Inc. in the U.S. District Court for the District of Minnesota asserting federal and state antitrust violations. A copy of the complaint has been made available on the Company’s website, available at https://investors.sezzle.com/resource/. The information in this Form 8-K is being furnished and shall not be deemed “filed” for purposes of Section 18 of the…
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