Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Guardian Pharmacy Services, Inc.GRDN · Entity 4361 | See Remarks | September 27, 2026 | September 28, 2026 |
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.
Guardian Pharmacy Services, Inc.
Report date September 27, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 140,905 |
Reported balance
After 2026-09-27 transaction · row 1
1 source rowRow 1 · 2026-09-27 · Exercise / conversion · Acquired 39,865 · Balance 140,905 F1: 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 converted into shares of the Issuer's Class A common stock, on a one-for-one basis, on September 27, 2026. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-27 · Exercise / conversion · Disposed 39,865 · Balance 0 F1: 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 converted into shares of the Issuer's Class A common stock, on a one-for-one basis, on September 27, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 converted into shares of the Issuer's Class A common stock, on a one-for-one basis, on September 27, 2026.
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 |
|---|---|---|---|---|---|---|
| September 27, 2026 Filed Sep 28, 2026 21:12 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 39,865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-405524 · ownership.xml · derivative · entry 2 Martin David Norman · CIK 0002128196 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 39,865 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 converted into shares of the Issuer's Class A common stock, on a one-for-one basis, on 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 converted into shares of the Issuer's Class A common stock, on a one-for-one basis, on 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 converted into shares of the Issuer's Class A common stock, on a one-for-one basis, on 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 converted into shares of the Issuer's Class A common stock, on a one-for-one basis, on September 27, 2026. Read SEC document |
| September 27, 2026 Filed Sep 28, 2026 21:12 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 39,865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-405524 · ownership.xml · nonDerivative · entry 1 Martin David Norman · CIK 0002128196 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,905 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 converted into shares of the Issuer's Class A common stock, on a one-for-one basis, on September 27, 2026. 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.