Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sezzle Inc.SZL.AX · Entity 4073 | General Counsel | May 10, 2023 | May 12, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Sezzle Inc.
Report date May 10, 2023 · Filed May 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 400,000 |
Reported balance
After 2023-05-10 transaction · row 1
1 source rowRow 1 · 2023-05-10 · Grant · Acquired 400,000 · Balance 400,000 F1: Reflecting an award of restricted stock units granted on May 10, 2023, and vesting 25% on the 12 month anniversary of the vesting commencement date with remainder in 12 equal quarterly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflecting an award of restricted stock units granted on May 10, 2023, and vesting 25% on the 12 month anniversary of the vesting commencement date with remainder in 12 equal quarterly installments thereafter.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 10, 2023 Filed May 12, 2023 17:21 UTC | Sezzle Inc. SZL.AX · Entity 4073 | GrantCOMMON STOCK | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001662991-23-000058 · wf-form4_168392649352329.xml · nonDerivative · entry 1 COHEN JACK R · CIK 0001014711 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,000 F1 · shares: Reflecting an award of restricted stock units granted on May 10, 2023, and vesting 25% on the 12 month anniversary of the vesting commencement date with remainder in 12 equal quarterly installments thereafter. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.