Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sezzle Inc.SZL.AX · Entity 4073 | CHIEF REVENUE OFFICER | July 15, 2021 | November 22, 2021 |
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 July 15, 2021 · Filed November 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.00001 par valueSEC Table I · non-derivative | Direct | 809,977 |
Reported balance
After 2021-07-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-07-15 · Grant · Acquired 1,938 · Balance 809,977 F1: Grant of Restricted Stock Units ("RSU"), which vest on 1/15/2022. F2: All of such shares are in the form of RSUs. Each RSU represents the right to receive one share of Common Stock upon vesting. |
| Common StockSEC Table I · non-derivative | Direct | 816,485 |
Reported balance
After 2021-10-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-10-15 · Grant · Acquired 6,508 · Balance 816,485 F3: Grant of RSUs, which vest on 4/15/2022. F2: All of such shares are in the form of RSUs. Each RSU represents the right to receive one share of Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units ("RSU"), which vest on 1/15/2022.
F2: All of such shares are in the form of RSUs. Each RSU represents the right to receive one share of Common Stock upon vesting.
F3: Grant of RSUs, which vest on 4/15/2022.
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 |
|---|---|---|---|---|---|---|
| October 15, 2021 Filed Nov 22, 2021 23:12 UTC | Sezzle Inc. SZL.AX · Entity 4073 | GrantCommon Stock | 6,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005412 · form4-11222021_031130.xml · nonDerivative · entry 2 Katz Veronica · CIK 0001866868 · CHIEF REVENUE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 816,485 F3 · shares: Grant of RSUs, which vest on 4/15/2022. F2 · balance_after: All of such shares are in the form of RSUs. Each RSU represents the right to receive one share of Common Stock upon vesting. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 18:35 UTC | Sezzle Inc. SZL.AX · Entity 4073 | GrantCommon Stock, $.00001 par value | 6,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007563 · edgar.xml · nonDerivative · entry 1 Katz Veronica · CIK 0001866868 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808,039 F1 · shares: Grant of Restricted Stock Units ("RSU"), which vest on 1/15/2022. F2 · balance_after: All of such shares are in the form of RSUs. Each RSU represents the right to receive one share of Common Stock upon vesting. Read SEC document |
| July 15, 2021 Filed Nov 22, 2021 23:12 UTC | Sezzle Inc. SZL.AX · Entity 4073 | GrantCommon Stock, $.00001 par value | 1,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005412 · form4-11222021_031130.xml · nonDerivative · entry 1 Katz Veronica · CIK 0001866868 · CHIEF REVENUE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,977 F1 · shares: Grant of Restricted Stock Units ("RSU"), which vest on 1/15/2022. F2 · balance_after: All of such shares are in the form of RSUs. Each RSU represents the right to receive one share of Common Stock upon vesting. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 22:22 UTC | Sezzle Inc. SZL.AX · Entity 4073 | GrantCommon Stock, $.00001 par value | 5,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007030 · edgar.xml · nonDerivative · entry 1 Katz Veronica · CIK 0001866868 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801,980 F1 · shares: Grant of Restricted Stock Units ("RSU"), which restrictions lapse on 12/22/2021. F2 · balance_after: All of such shares are in the form of RSUs. Each RSU represents the right to receive one share of Common Stock upon vesting. 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.