Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONNS INCCONN · Entity 84695 | Director | May 25, 2023 | May 26, 2023 |
| Sezzle Inc.SEZL · Entity 4073 | Chief Financial Officer | November 12, 2025 | November 14, 2025 |
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.
CONNS INC
Report date May 25, 2023 · Filed May 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,217 |
Reported balance
After 2023-05-25 transaction · row 1
1 source rowRow 1 · 2023-05-25 · Grant · Acquired 28,217 · Balance 28,217 F1: Restricted Stock Units ("RSUs") awarded to reporting person under Conn's, Inc.'s Amended 2020 Omnibus Equity Plan. Each RSU represents a contingent right to receive one share of common stock. The RSUs vest on May 25, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") awarded to reporting person under Conn's, Inc.'s Amended 2020 Omnibus Equity Plan. Each RSU represents a contingent right to receive one share of common stock. The RSUs vest on May 25, 2024.
Sezzle Inc.
Report date November 12, 2025 · Filed November 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.00001 per shareSEC Table I · non-derivative | Direct | 33,661 |
Reported balance
After 2025-11-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-12 · Tax withholding · Disposed 5,310 · Balance 33,661 F1: In connection with the vesting of previously awarded restricted stock units, the reporting person forfeited these shares of common stock to satisfy withholding tax obligations. F2: Amount reported reflects the forfeiture of unvested restricted stock units in conjunction with the termination of the Reporting Person's employment agreement on November 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the vesting of previously awarded restricted stock units, the reporting person forfeited these shares of common stock to satisfy withholding tax obligations.
F2: Amount reported reflects the forfeiture of unvested restricted stock units in conjunction with the termination of the Reporting Person's employment agreement on November 1, 2025.
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 |
|---|---|---|---|---|---|---|
| February 18, 2025 Filed Feb 19, 2025 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionCommon Stock, par value $0.00001 per share | 200 | $52.06 | $10,412.00 |
DisclosureSEC source: 0001662991-25-000036 · wk-form4_1739999014.xml · nonDerivative · entry 6 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,190 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionCommon Stock, par value $0.00001 per share | 200 | $31.92 | $6,384.00 |
DisclosureSEC source: 0001662991-25-000036 · wk-form4_1739999014.xml · nonDerivative · entry 5 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,990 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionStock Options · Derivative | 588 | $0.00 Strike: $1.90 | $0.00 |
DisclosureSEC source: 0001662991-25-000036 · wk-form4_1739999014.xml · derivative · entry 11 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,070 Underlying: Common Stock, par value $0.00001 per share · 588 shares Expires 2028-08-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · balance_after: Effective May 11, 2023, the common stock of Sezzle Inc. was reverse split 1-for-38, resulting in the shares of common stock underlying the stock options beneficially owned by the reporting person immediately prior to the effect of this Form 4 being consolidated to 45,658 shares of common stock. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionStock Options · Derivative | 599 | $0.00 Strike: $52.06 | $0.00 |
DisclosureSEC source: 0001662991-25-000036 · wk-form4_1739999014.xml · derivative · entry 10 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,682 Underlying: Common Stock, par value $0.00001 per share · 599 shares Expires 2030-05-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · balance_after: Effective May 11, 2023, the common stock of Sezzle Inc. was reverse split 1-for-38, resulting in the shares of common stock underlying the stock options beneficially owned by the reporting person immediately prior to the effect of this Form 4 being consolidated to 10,281 shares of common stock. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionStock Options · Derivative | 684 | $0.00 Strike: $31.92 | $0.00 |
DisclosureSEC source: 0001662991-25-000036 · wk-form4_1739999014.xml · derivative · entry 9 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,018 Underlying: Common Stock, par value $0.00001 per share · 684 shares Expires 2029-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | SaleCommon Stock, par value $0.00001 per share | 3,202 | $352.39 | $1,128,366.23 |
DisclosureSEC source: 0001662991-25-000036 · wk-form4_1739999014.xml · nonDerivative · entry 4 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,790 F1 · price: The sales were effected in multiple transactions at prices ranging from $350.00 to $356.45, inclusive, on February 14, 2025. The price reported in Column 4 is the weighted average price. The reporting person undertakes to provide, upon request, full information regarding the number of shares purchased in each transaction. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionCommon Stock, par value $0.00001 per share | 588 | $1.90 | $1,117.20 |
DisclosureSEC source: 0001662991-25-000036 · wk-form4_1739999014.xml · nonDerivative · entry 3 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,992 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionCommon Stock, par value $0.00001 per share | 599 | $52.06 | $31,183.94 |
DisclosureSEC source: 0001662991-25-000036 · wk-form4_1739999014.xml · nonDerivative · entry 2 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,404 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionCommon Stock, par value $0.00001 per share | 684 | $31.92 | $21,833.28 |
DisclosureSEC source: 0001662991-25-000036 · wk-form4_1739999014.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,805 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 16, 2025 Filed Jan 21, 2025 16:57 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionStock Options · Derivative | 3,457 | $0.00 Strike: $31.92 | $0.00 |
DisclosureSEC source: 0001662991-25-000023 · wk-form4_1737496654.xml · derivative · entry 3 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,702 Underlying: Common Stock, par value $0.00001 per share · 3,457 shares Expires 2029-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · balance_after: Effective May 11, 2023, the common stock of Sezzle Inc. was reverse split 1-for-38, resulting in the shares of common stock underlying the stock options beneficially owned by the reporting person immediately prior to the effect of this Form 4 being consolidated to 13,159 shares of common stock. Read SEC document |
| January 16, 2025 Filed Jan 21, 2025 16:57 UTC | Sezzle Inc. SEZL · Entity 4073 | SaleCommon Stock, par value $0.00001 per share | 3,457 | $316.32 | $1,093,533.11 |
DisclosureSEC source: 0001662991-25-000023 · wk-form4_1737496654.xml · nonDerivative · entry 2 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,121 F1 · price: The sales were effected in multiple transactions at prices ranging from $312.60 to $321.32, inclusive, on January 16, 2025. The price reported in Column 4 is the weighted average price. The reporting person undertakes to provide, upon request, full information regarding the number of shares purchased in each transaction. Read SEC document |
| January 16, 2025 Filed Jan 21, 2025 16:57 UTC | Sezzle Inc. SEZL · Entity 4073 | Exercise / conversionCommon Stock, par value $0.00001 per share | 3,457 | $31.92 | $110,347.44 |
DisclosureSEC source: 0001662991-25-000023 · wk-form4_1737496654.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,578 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 17:32 UTC | Sezzle Inc. SEZL · Entity 4073 | Tax withholdingCommon Stock, par value $0.00001 per share | 438 | $255.80 | $112,040.40 |
DisclosureSEC source: 0001662991-25-000012 · wk-form4_1735943571.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,121 F1 · kind: In connection with the vesting of previously awarded restricted stock units, the reporting person forfeited these shares of common stock to satisfy withholding tax obligations. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 16:02 UTC | Sezzle Inc. SEZL · Entity 4073 | Tax withholdingCommon Stock, par value $0.00001 per share | 402 | $163.71 | $65,811.42 |
DisclosureSEC source: 0001662991-24-000272 · wk-form4_1727899320.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,559 F1 · kind: Reflecting shares withheld in respect of tax obligations upon vesting of restricted stock units. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 16:03 UTC | Sezzle Inc. SEZL · Entity 4073 | SaleCommon Stock, par value $0.00001 per share | 1,000 | $152.00 | $152,000.00 |
DisclosureSEC source: 0001662991-24-000255 · wk-form4_1726689783.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,961 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 13:33 UTC | Sezzle Inc. SEZL · Entity 4073 | Tax withholdingCommon Stock, par value $0.00001 per share | 402 | $88.95 | $35,757.90 |
DisclosureSEC source: 0001662991-24-000192 · wk-form4_1720028019.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,961 F1 · shares: Reflecting shares withheld in respect of tax obligations upon vesting of restricted stock units. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:55 UTC | Sezzle Inc. SEZL · Entity 4073 | GrantCommon Stock, par value $0.00001 per share | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001662991-24-000115 · wk-form4_1712181298.xml · nonDerivative · entry 2 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,363 F2 · kind: Representing an award of restricted stock units with a four-year vesting period. 25% of the award vests on April 1, 2025, and 6.25% of the award vests each quarter thereafter. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:55 UTC | Sezzle Inc. SEZL · Entity 4073 | Tax withholdingCommon Stock, par value $0.00001 per share | 401 | $68.26 | $27,372.26 |
DisclosureSEC source: 0001662991-24-000115 · wk-form4_1712181298.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,363 F1 · shares: Reflecting shares withheld in respect of tax obligations upon vesting of restricted stock units. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 16:00 UTC | Sezzle Inc. SEZL · Entity 4073 | Tax withholdingCommon Stock, par value $0.00001 per share | 1,889 | $20.52 | $38,762.28 |
DisclosureSEC source: 0001662991-24-000009 · wk-form4_1704315646.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,764 F1 · kind: Reflecting shares withheld in respect of tax obligations upon vesting of restricted stock units. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 15:39 UTC | Sezzle Inc. SZL.AX · Entity 4073 | Tax withholdingCommon Stock | 3,438 | $14.37 | $49,404.06 |
DisclosureSEC source: 0001662991-23-000114 · wk-form4_1688585972.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,653 F1 · kind: Reflecting shares withheld in respect of tax obligations upon vesting of restricted stock units. F2 · price: Price stated in USD based on closing trading price on the Australian Securities Exchange of A$21.57 and foreign exchange rate of 0.6663. F3 · balance_after: Effective May 11, 2023, the common stock of Sezzle Inc. was reverse split 1-for-38, resulting in the reporting person's directly-held ownership immediately prior to the effect of this Form 4 being consolidated to 33,091 shares of common stock. Read SEC document |
| May 25, 2023 Filed May 26, 2023 16:29 UTC | CONNS INC CONN · Entity 84695 | GrantCommon Stock | 28,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032553 · doc4.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,217 F1 · price: Restricted Stock Units ("RSUs") awarded to reporting person under Conn's, Inc.'s Amended 2020 Omnibus Equity Plan. Each RSU represents a contingent right to receive one share of common stock. The RSUs vest on May 25, 2024. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 17:10 UTC | Sezzle Inc. SZL.AX · Entity 4073 | GrantCOMMON STOCK | 800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001662991-23-000035 · wf-form4_168133382819518.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,257,412 F1 · shares: Reflecting an award of restricted stock units vesting 25% on the first anniversary of the vesting commencement date of January 1, 2023, with remainder in twelve equal quarterly installments thereafter. Read SEC document |
| March 29, 2023 Filed Mar 30, 2023 19:00 UTC | Sezzle Inc. SZL.AX · Entity 4073 | GrantCOMMON STOCK | 430,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001662991-23-000031 · wf-form4_168021722051083.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 457,412 F1 · shares: Reflecting an aggregate award of restricted stock units vesting 100% on July 1, 2023. F2 · balance_after: Reflecting 27,412 issued and outstanding shares of common stock held by the reporting person immediately prior to the award reported on this Form 4 (the "Previous Net Shares") and the shares underlying the award reported herein. The total of 40,229 shares previously reported in Column 5 of Table I on the reporting person's Form 4 filed on November 17, 2021 (the "Previous Total Shares") failed to account for shares reacquired by the issuer for standard tax withholding obligations upon vesting and settlement of restricted stock units. Read SEC document |
| July 15, 2021 Filed Nov 22, 2021 18:13 UTC | Sezzle Inc. SZL.AX · Entity 4073 | GrantCommon Stock | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005413 · form4-11222021_031118.xml · nonDerivative · entry 1 Hartje Karen · CIK 0001865032 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,229 F1 · shares: Grant of Restricted Stock Units ("RSU"), which restrictions lapse 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.