Highest-materiality recent filing
Sezzle secures $300M credit facility with SOFR+3.86%, 3-yr term, up to 92.5% advance rate
New $300M facility with $75M accordion; 3-month Term SOFR + 3.86%, down from prior 6.75% spread.
Sezzle Q1 GMV +37% to $1.1B; raises FY2026 guidance across all metrics
GMV up 37.3% YoY to $1.1B; record avg purchase frequency 7.1x vs 6.1x in Q1 2025.
Sezzle director resigns citing differences with management; new director appointed
Karen Webster resigned from Board on April 3, 2026, citing disagreement with management on direction, key decisions, and governance.
Dismissed Baker Tilly as auditor on March 16, 2026; Audit Committee approved both dismissal and engagement of PwC.
Sezzle reports Q4 2025 GMV $1.2B, net income $1.21/share; restates prior cash flow statements
Q4 GMV record $1.2B (+35.3% YoY); revenue $129.9M (+32.2% YoY).
Sezzle appoints Lee Brading as CFO effective Feb 1, 2026; Karen Hartje retires
Brading, former SVP Corporate Development, succeeds retiring CFO Karen Hartje who served ~8 years.
Sezzle authorizes $100M additional share repurchase after completing $50M program
Board authorized new $100M stock repurchase program; prior $50M program completed.
Sezzle Q3 2025: GMV crosses $1B, revenue $116.8M (+67%), EPS $0.75, raises FY guidance
GMV $1.0B (+58.7% YoY), total revenue $116.8M (+67% YoY), net income $26.7M ($0.75 diluted EPS, +70.5%).
Sezzle Q2 GMV hits $927M (+74% YoY); revenue $98.7M (+76% YoY)
GMV of $927.0M, up 74.2% YoY; total revenue $98.7M, up 76.4% YoY.
Sezzle files antitrust lawsuit against Shopify in Minnesota federal court
Lawsuit filed June 9, 2025 in U.S. District Court for Minnesota.
Sezzle Q1 revenue $104.9M (+123% YoY); raises FY 2025 net income guidance to $120M
GMV $808.7M (+64.1% YoY); total revenue $104.9M (+123.3% YoY) to new quarterly high.
Sezzle Q4 revenue doubles to $98.2M; guides 2025 pre-tax net income +55%
Q4 2024 GMV hit record $855.4M, up 42.1% YoY; total revenue $98.2M, up 100.9% YoY.
Sezzle expects to exceed FY2024 revenue and net income guidance
FY2024 total revenue expected to exceed prior 55% growth over $159.4M in 2023.
Sezzle Q3 revenue $70M (+71% YoY), net income $15.4M; raises guidance
UMS $659.9M (+40.6% YoY); revenue $70.0M (+71.3% YoY); operating income $20.8M (+289.6% YoY).
Sezzle amends credit agreement, loosens dividend and buyback restrictions
Amendment No. 2 to Limited Guaranty and Indemnity Agreement with Bastion Funding VI LP dated Oct 15, 2024.
Sezzle inks five-year exclusive banking deal with WebBank for core BNPL and card products
Five-year strategic partnership with WebBank to originate and finance Pay-in-2 and Pay-in-4 products, subscription and card products.
Sezzle Q2 net income $29.7M ($4.93/diluted EPS); raises FY24 guidance on revenue growth 35-40%
Total revenue $56.0M (+60.2% YoY); UMS $532.2M (+38.9% YoY); operating income $16.7M (+343.7% YoY).
Sezzle authorizes $15M share repurchase program; completes prior $5M plan
Board authorized new $15.0M stock buyback after finishing $5.0M plan from Dec 22, 2023.
Sezzle Q1 GAAP Net Income $8.0M, exceeds FY23 total; FY24 guidance raised to $30M
Underlying Merchant Sales up 33.2% YoY to $492.7M; Total Income $47.0M (+35.5% YoY).
On July 18, 2024 and July 20, 2024 respectively, Michael Cutter and Paul Alan Lahiff resigned as directors of Sezzle Inc. (the “Company”) effective immediately
On July 18, 2024 and July 20, 2024 respectively, Michael Cutter and Paul Alan Lahiff resigned as directors of Sezzle Inc. (the “Company”) effective immediately
Also on July 18, 2024, the Company appointed Stephen F. East and Kyle M. Brehm to the Board of Directors of the Company (the “Board”), effective immediately, to fill two vacancies of the Board.
Also on July 18, 2024, the Company appointed Stephen F. East and Kyle M. Brehm to the Board of Directors of the Company (the “Board”), effective immediately, to fill two vacancies of the Board.
On June 6, 2024, Paul Purcell resigned as a director of Sezzle Inc. (the “Company”) effective immediately, and declined to stand for reelection at the Company’s 2024 Annual General Meeting of Stockholders.
On February 5, 2024, the Board of Directors (the “Board”) of Sezzle Inc. (the “Company”) appointed Karen Webster to the Board of Directors, effective immediately, to fill a vacancy on the Board of Directors.
The Company advises that Kathleen Pierce-Gilmore, a member of the Board of Directors of Sezzle Inc. (the "Company"), notified the Company that she has tendered her resignation from the Company's Board of Directors effective April 24, 2023.
On March 19, 2023 (Central Daylight Time), Amin Sabzivand was appointed as the Chief Operating Officer of Sezzle Inc. (the “Company”), effective immediately.
Max materiality 0.90 · Median 0.35 · Most common event other_material