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Guardian Pharmacy Services, Inc.

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Tapewire entity
4361
SEC CIK
0001802255
Parsed reports
101

Last 12 months

Inside the activity.

1 purchase rows · 10 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202510
Jan 202600
Feb 202600
Mar 2026010
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 28, 2025 Filed May 29, 2025 16:15 UTC SaleClass A Common Stock 50,305 $20.16 $1,014,148.80
Disclosure

SEC source: 0000950170-25-078971 · ownership.xml · nonDerivative · entry 4

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Cardinal Equity Fund, L.P.

Disclosed balance after: 149,794

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 28, 2025 Filed May 29, 2025 16:15 UTC SaleClass A Common Stock 150,998 $20.16 $3,044,119.68
Disclosure

SEC source: 0000950170-25-078971 · ownership.xml · nonDerivative · entry 3

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Pharmacy Investors, LLC

Disclosed balance after: 449,624

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 28, 2025 Filed May 29, 2025 16:15 UTC
Salentine Thomas J JrDirector · 10% owner
SaleClass A Common Stock 651,454 $20.16 $13,133,312.64
Disclosure

SEC source: 0000950170-25-078972 · ownership.xml · nonDerivative · entry 2

Salentine Thomas J Jr · CIK 0002037899 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Bindley Capital Partners I, LLC

Disclosed balance after: 1,939,817

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 28, 2025 Filed Sep 30, 2025 16:10 UTC
Cardinal Equity Fund, L.P.Member of 10% owner group
SaleClass A Common Stock 50,305 $20.16 $1,014,148.80
Disclosure

SEC source: 0001193125-25-225032 · ownership.xml · nonDerivative · entry 2

Cardinal Equity Fund, L.P. · CIK 0001432819 · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,794

F1 · kind: Represents shares of Guardian Pharmacy Services, Inc.'s (the "Issuer") Class A common stock sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 28, 2025 Filed Sep 30, 2025 20:10 UTC
Pharmacy Investors, LLCMember of 10% owner group
SaleClass A Common Stock 150,998 $20.16 $3,044,119.68
Disclosure

SEC source: 0001193125-25-225027 · ownership.xml · nonDerivative · entry 2

Pharmacy Investors, LLC · CIK 0002038519 · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 449,624

F1 · kind: Represents shares of Guardian Pharmacy Services, Inc.'s (the "Issuer") Class A common stock sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed May 29, 2025 16:15 UTC
BINDLEY WILLIAM EDirector · 10% owner
SaleClass A Common Stock 3,508,905 $20.16 $70,739,524.80
Disclosure

SEC source: 0000950170-25-078973 · ownership.xml · nonDerivative · entry 1

BINDLEY WILLIAM E · CIK 0000903539 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Bindley Capital Partners I, LLC

Disclosed balance after: 2,591,271

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed May 29, 2025 16:15 UTC
Forbes KendallSee Remarks
SaleClass A Common Stock 350,058 $20.16 $7,057,169.28
Disclosure

SEC source: 0000950170-25-078968 · ownership.xml · nonDerivative · entry 1

Forbes Kendall · CIK 0002038507 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 268,897

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed May 29, 2025 15:06 UTC SaleClass A Common Stock 3,508,905 $20.16 $70,739,524.80
Disclosure

SEC source: 0000950170-25-078856 · ownership.xml · nonDerivative · entry 1

Bindley Capital Partners I, LLC · CIK 0002038820 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,591,271

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed May 29, 2025 16:15 UTC
Burke FredDirector · See Remarks
SaleClass A Common Stock 747,102 $20.16 $15,061,576.32
Disclosure

SEC source: 0000950170-25-078969 · ownership.xml · nonDerivative · entry 1

Burke Fred · CIK 0002037972 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 551,724

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed May 29, 2025 16:15 UTC
Morris David KDirector · See Remarks
SaleClass A Common Stock 369,212 $20.16 $7,443,313.92
Disclosure

SEC source: 0000950170-25-078970 · ownership.xml · nonDerivative · entry 1

Morris David K · CIK 0002037977 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,042

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed May 29, 2025 16:15 UTC SaleClass A Common Stock 270,958 $20.16 $5,462,513.28
Disclosure

SEC source: 0000950170-25-078971 · ownership.xml · nonDerivative · entry 2

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Cardinal Equity Fund, L.P.

Disclosed balance after: 200,099

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed May 29, 2025 16:15 UTC SaleClass A Common Stock 813,318 $20.16 $16,396,490.88
Disclosure

SEC source: 0000950170-25-078971 · ownership.xml · nonDerivative · entry 1

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Pharmacy Investors, LLC

Disclosed balance after: 600,622

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed May 29, 2025 16:15 UTC
Salentine Thomas J JrDirector · 10% owner
SaleClass A Common Stock 3,508,905 $20.16 $70,739,524.80
Disclosure

SEC source: 0000950170-25-078972 · ownership.xml · nonDerivative · entry 1

Salentine Thomas J Jr · CIK 0002037899 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Bindley Capital Partners I, LLC

Disclosed balance after: 2,591,271

F1 · kind: Represents shares of Class A common stock, par value $0.001 per share, of Guardian Pharmacy Services, Inc. (the "Issuer"), sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed Sep 30, 2025 16:10 UTC
Cardinal Equity Fund, L.P.Member of 10% owner group
SaleClass A Common Stock 270,958 $20.16 $5,462,513.28
Disclosure

SEC source: 0001193125-25-225032 · ownership.xml · nonDerivative · entry 1

Cardinal Equity Fund, L.P. · CIK 0001432819 · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200,099

F1 · kind: Represents shares of Guardian Pharmacy Services, Inc.'s (the "Issuer") Class A common stock sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 27, 2025 Filed Sep 30, 2025 20:10 UTC
Pharmacy Investors, LLCMember of 10% owner group
SaleClass A Common Stock 813,318 $20.16 $16,396,490.88
Disclosure

SEC source: 0001193125-25-225027 · ownership.xml · nonDerivative · entry 1

Pharmacy Investors, LLC · CIK 0002038519 · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 600,622

F1 · kind: Represents shares of Guardian Pharmacy Services, Inc.'s (the "Issuer") Class A common stock sold pursuant to the Underwriting Agreement, dated May 22, 2025, by and among the Issuer, the selling stockholders party thereto and Raymond James & Associates, Inc., as representative of the several underwriters named therein.

Read SEC document
May 09, 2025 Filed May 12, 2025 21:36 UTC GrantClass A Common Stock 3,901 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-069500 · ownership.xml · nonDerivative · entry 1

LEWIS RANDALL J · CIK 0001123485 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,043

F1 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer.

Read SEC document
May 09, 2025 Filed May 12, 2025 21:42 UTC GrantClass A Common Stock 3,901 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-069513 · ownership.xml · nonDerivative · entry 1

COSLER STEVEN D · CIK 0001187946 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,614

F1 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer.

Read SEC document
May 09, 2025 Filed May 12, 2025 21:40 UTC GrantClass A Common Stock 3,901 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-069506 · ownership.xml · nonDerivative · entry 1

Patchett Mary Sue · CIK 0001568874 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,043

F1 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:59 UTC
BINDLEY WILLIAM EDirector · 10% owner
Exercise / conversionClass B Common Stock · Derivative 6,100,176 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048679 · ownership.xml · derivative · entry 2

BINDLEY WILLIAM E · CIK 0000903539 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Bindley Capital Partners I, LLC

Disclosed balance after: 18,300,526

Underlying: Class A Common Stock · 6,100,176 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:59 UTC
BINDLEY WILLIAM EDirector · 10% owner
Exercise / conversionClass A Common Stock 6,100,176 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048679 · ownership.xml · nonDerivative · entry 1

BINDLEY WILLIAM E · CIK 0000903539 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Bindley Capital Partners I, LLC

Disclosed balance after: 6,100,176

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.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC
Forbes KendallSee Remarks
Exercise / conversionClass B Common Stock · Derivative 608,570 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048530 · ownership.xml · derivative · entry 2

Forbes Kendall · CIK 0002038507 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,825,710

Underlying: Class A Common Stock · 608,570 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC
Forbes KendallSee Remarks
Exercise / conversionClass A Common Stock 608,570 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048530 · ownership.xml · nonDerivative · entry 1

Forbes Kendall · CIK 0002038507 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 618,955

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.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC
Burke FredDirector · See Remarks
Exercise / conversionClass B Common Stock · Derivative 1,298,826 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048526 · ownership.xml · derivative · entry 2

Burke Fred · CIK 0002037972 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,896,477

Underlying: Class A Common Stock · 1,298,826 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC
Burke FredDirector · See Remarks
Exercise / conversionClass A Common Stock 1,298,826 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048526 · ownership.xml · nonDerivative · entry 1

Burke Fred · CIK 0002037972 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,298,826

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.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC
Morris David KDirector · See Remarks
Exercise / conversionClass B Common Stock · Derivative 641,869 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048532 · ownership.xml · derivative · entry 2

Morris David K · CIK 0002037977 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,925,608

Underlying: Class A Common Stock · 641,869 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC
Morris David KDirector · See Remarks
Exercise / conversionClass A Common Stock 641,869 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048532 · ownership.xml · nonDerivative · entry 1

Morris David K · CIK 0002037977 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 652,254

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.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC Exercise / conversionClass B Common Stock · Derivative 471,057 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048531 · ownership.xml · derivative · entry 4

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Cardinal Equity Fund, L.P.

Disclosed balance after: 1,413,171

Underlying: Class A Common Stock · 471,057 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC Exercise / conversionClass B Common Stock · Derivative 1,413,940 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048531 · ownership.xml · derivative · entry 3

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Pharmacy Investors, LLC

Disclosed balance after: 4,241,818

Underlying: Class A Common Stock · 1,413,940 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC Exercise / conversionClass A Common Stock 471,057 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048531 · ownership.xml · nonDerivative · entry 2

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Cardinal Equity Fund, L.P.

Disclosed balance after: 471,057

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.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC Exercise / conversionClass A Common Stock 1,413,940 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048531 · ownership.xml · nonDerivative · entry 1

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Pharmacy Investors, LLC

Disclosed balance after: 1,413,940

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.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC Exercise / conversionClass B Common Stock · Derivative 6,100,176 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048528 · ownership.xml · derivative · entry 3

Salentine Thomas J Jr · CIK 0002037899 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Bindley Capital Partners I, LLC

Disclosed balance after: 18,300,526

Underlying: Class A Common Stock · 6,100,176 shares

Expires not disclosed

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.

F1 · derivative.exercise_price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
March 28, 2025 Filed Apr 1, 2025 16:15 UTC Exercise / conversionClass A Common Stock 6,100,176 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-048528 · ownership.xml · nonDerivative · entry 1

Salentine Thomas J Jr · CIK 0002037899 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Bindley Capital Partners I, LLC

Disclosed balance after: 6,100,176

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.

F1 · price: Pursuant to Guardian Pharmacy Services, Inc.'s (the "Issuer") Amended and Restated Certificate of Incorporation, the Reporting Person's shares of Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, in four substantially equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 16:15 UTC
Forbes KendallSee Remarks
GrantClass A Common Stock 10,385 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-016285 · ownership.xml · nonDerivative · entry 1

Forbes Kendall · CIK 0002038507 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,385

F1 · shares: Consists of restricted stock units that upon vesting are settled on a one-for-one basis in shares of Class A common stock, vesting in full on February 5, 2028.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 16:15 UTC
Morris David KDirector · See Remarks
GrantClass A Common Stock 10,385 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-016284 · ownership.xml · nonDerivative · entry 1

Morris David K · CIK 0002037977 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,385

F1 · shares: Consists of restricted stock units that upon vesting are settled on a one-for-one basis in shares of Class A common stock, vesting in full on February 5, 2028.

Read SEC document
November 19, 2024 Filed Nov 20, 2024 21:05 UTC PurchaseClass A Common Stock 7,000 $21.22 $148,540.00
Disclosure

SEC source: 0000950170-24-129229 · ownership.xml · nonDerivative · entry 1

COSLER STEVEN D · CIK 0001187946 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,713

F1 · shares: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $20.81 to $21.70, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 18:42 UTC GrantClass B Common Stock · Derivative 24,400,702 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-111018 · ownership.xml · derivative · entry 1

BINDLEY WILLIAM E · CIK 0000903539 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Bindley Capital Partners I, LLC

Disclosed balance after: 24,400,702

Underlying: Class A Common Stock · 24,400,702 shares

Expires not disclosed

F1 · security: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 21:43 UTC GrantClass A Common Stock 3,571 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-110981 · ownership.xml · nonDerivative · entry 2

LEWIS RANDALL J · CIK 0001123485 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,142

F2 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 21:43 UTC PurchaseClass A Common Stock 3,571 $14.00 $49,994.00
Disclosure

SEC source: 0000950170-24-110981 · ownership.xml · nonDerivative · entry 1

LEWIS RANDALL J · CIK 0001123485 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,571

F1 · shares: Represents shares purchased pursuant to a directed share purchase program in connection with the Issuer's initial public offering.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 17:46 UTC
Forbes KendallSee Remarks
GrantClass B Common Stock · Derivative 2,434,280 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-110986 · ownership.xml · derivative · entry 1

Forbes Kendall · CIK 0002038507 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,434,280

Underlying: Class A Common Stock · 2,434,280 shares

Expires not disclosed

F1 · security: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 17:50 UTC
Burke FredDirector · See Remarks
GrantClass B Common Stock · Derivative 5,195,303 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-111000 · ownership.xml · derivative · entry 1

Burke Fred · CIK 0002037972 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,195,303

Underlying: Class A Common Stock · 5,195,303 shares

Expires not disclosed

F1 · security: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 17:53 UTC
Morris David KDirector · See Remarks
GrantClass B Common Stock · Derivative 2,567,477 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-111004 · ownership.xml · derivative · entry 1

Morris David K · CIK 0002037977 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,567,477

Underlying: Class A Common Stock · 2,567,477 shares

Expires not disclosed

F1 · security: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 17:49 UTC GrantClass B Common Stock · Derivative 1,884,228 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-110998 · ownership.xml · derivative · entry 2

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Cardinal Equity Fund LP

Disclosed balance after: 1,884,228

Underlying: Class A Common Stock · 1,884,228 shares

Expires not disclosed

F1 · security: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

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September 27, 2024 Filed Oct 1, 2024 17:49 UTC GrantClass B Common Stock · Derivative 5,655,758 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-110998 · ownership.xml · derivative · entry 1

Ackerman John · CIK 0002037898 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Pharmacy Investors, LLC

Disclosed balance after: 5,655,758

Underlying: Class A Common Stock · 5,655,758 shares

Expires not disclosed

F1 · security: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.exercise_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F1 · derivative.expiration_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

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September 27, 2024 Filed Oct 1, 2024 17:48 UTC GrantClass B Common Stock · Derivative 24,400,702 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-110997 · ownership.xml · derivative · entry 2

Salentine Thomas J Jr · CIK 0002037899 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Bindley Capital Partners I, LLC

Disclosed balance after: 24,400,702

Underlying: Class A Common Stock · 24,400,702 shares

Expires not disclosed

F2 · security: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F2 · derivative.exercise_price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F2 · price: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F2 · derivative.exercise_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

F2 · derivative.expiration_date: Represents shares of Class B common stock issued pursuant to the Agreement and Plan of Merger, dated as of September 27, 2024 (the "Merger Agreement"), by and among Guardian Pharmacy Services, Inc. (the "Issuer"), Guardian Merger Corp., a wholly owned subsidiary of the Issuer ("Merger Sub"), and Guardian Pharmacy, LLC, providing for the merger of Merger Sub with and into Guardian Pharmacy, LLC. As a result of the merger and pursuant to the Merger Agreement, each issued and outstanding common unit of Guardian Pharmacy, LLC (other than common units held by Guardian Investor, Inc.) was converted into one share of Class B common stock and the right to receive $1.02 in cash. The shares of Class B common stock issued will automatically convert into shares of Class A common stock on a one-for-one basis in four equal tranches on each of March 28, 2025, September 27, 2025, March 28, 2026 and September 27, 2026.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 17:48 UTC PurchaseClass A Common Stock 35,714 $14.00 $499,996.00
Disclosure

SEC source: 0000950170-24-110997 · ownership.xml · nonDerivative · entry 1

Salentine Thomas J Jr · CIK 0002037899 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,714

F1 · shares: Represents shares purchased pursuant to a directed share program in connection with the Issuer's initial public offering.

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September 27, 2024 Filed Oct 1, 2024 21:43 UTC GrantClass A Common Stock 3,571 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-110980 · ownership.xml · nonDerivative · entry 2

COSLER STEVEN D · CIK 0001187946 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,713

F2 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer.

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September 27, 2024 Filed Oct 1, 2024 21:43 UTC PurchaseClass A Common Stock 7,142 $14.00 $99,988.00
Disclosure

SEC source: 0000950170-24-110980 · ownership.xml · nonDerivative · entry 1

COSLER STEVEN D · CIK 0001187946 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,142

F1 · shares: Represents shares purchased pursuant to a directed share purchase program in connection with the Issuer's initial public offering.

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September 27, 2024 Filed Oct 1, 2024 21:46 UTC GrantClass A Common Stock 3,571 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-110988 · ownership.xml · nonDerivative · entry 2

Patchett Mary Sue · CIK 0001568874 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,142

F2 · shares: Represents restricted stock units payable solely in shares of Class A common stock of the Issuer.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 21:46 UTC PurchaseClass A Common Stock 3,571 $14.00 $49,994.00
Disclosure

SEC source: 0000950170-24-110988 · ownership.xml · nonDerivative · entry 1

Patchett Mary Sue · CIK 0001568874 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,571

F1 · shares: Represents shares purchased pursuant to a directed share purchase program in connection with the Issuer's initial public offering.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.