organization · Reporting owner
Pharmacy Investors, LLC
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Guardian Pharmacy Services, Inc.GRDN · Entity 4361 | Member of 10% Owner Group | 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 | 3,863,806 |
Reported balance
After 2026-09-27 transaction · row 1
1 source rowRow 1 · 2026-09-27 · Exercise / conversion · Acquired 1,413,939 · Balance 3,863,806 F1: Pursuant to the Issuer's 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 1,413,939 · Balance 0 F1: Pursuant to the Issuer's 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 the Issuer's 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 | 1,413,939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-405522 · ownership.xml · derivative · entry 2 Pharmacy Investors, LLC · CIK 0002038519 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,413,939 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 the Issuer's 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 the Issuer's 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 the Issuer's 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 the Issuer's 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 | 1,413,939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-405522 · 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: 3,863,806 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 the Issuer's 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 |
| March 28, 2026 Filed Mar 31, 2026 20:05 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 1,413,939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-134500 · ownership.xml · derivative · entry 2 Pharmacy Investors, LLC · CIK 0002038519 · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,413,939 Underlying: Class A Common Stock · 1,413,939 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 the Issuer's 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 substantially equal tranches on each of March 28, 2026 and September 27, 2026. F1 · price: Pursuant to the Issuer's 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 substantially equal tranches on each of March 28, 2026 and September 27, 2026. F1 · derivative.exercise_date: Pursuant to the Issuer's 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 substantially equal tranches on each of March 28, 2026 and September 27, 2026. F1 · derivative.expiration_date: Pursuant to the Issuer's 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 substantially equal tranches on each of March 28, 2026 and September 27, 2026. Read SEC document |
| March 28, 2026 Filed Mar 31, 2026 20:05 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 1,413,939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-134500 · 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: 2,449,867 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 the Issuer's 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 substantially equal tranches on each of March 28, 2026 and September 27, 2026. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:15 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | SaleClass A Common Stock | 827,636 | $29.68 | $24,566,305.57 |
DisclosureSEC source: 0001193125-26-121844 · 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: 1,035,928 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 March 18, 2026, by and among the Issuer, the selling stockholders party thereto, and BofA Securities, Inc. and Jefferies LLC, as representatives of the several underwriters named therein. Read SEC document |
| September 27, 2025 Filed Sep 30, 2025 20:10 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 1,413,940 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-225027 · ownership.xml · derivative · entry 4 Pharmacy Investors, LLC · CIK 0002038519 · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,827,878 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. F2 · derivative.exercise_price: Pursuant to the Issuer's 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 substantially equal tranches on each of September 27, 2025, March 28, 2026 and September 27, 2026. F2 · price: Pursuant to the Issuer's 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 substantially equal tranches on each of September 27, 2025, March 28, 2026 and September 27, 2026. F2 · derivative.exercise_date: Pursuant to the Issuer's 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 substantially equal tranches on each of September 27, 2025, March 28, 2026 and September 27, 2026. F2 · derivative.expiration_date: Pursuant to the Issuer's 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 substantially equal tranches on each of September 27, 2025, March 28, 2026 and September 27, 2026. Read SEC document |
| September 27, 2025 Filed Sep 30, 2025 20:10 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 1,413,940 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-225027 · ownership.xml · nonDerivative · entry 3 Pharmacy Investors, LLC · CIK 0002038519 · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,863,564 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 · price: Pursuant to the Issuer's 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 substantially equal tranches on each of September 27, 2025, March 28, 2026 and September 27, 2026. Read SEC document |
| May 28, 2025 Filed Sep 30, 2025 20:10 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | SaleClass A Common Stock | 150,998 | $20.16 | $3,044,119.68 |
DisclosureSEC 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 Sep 30, 2025 20:10 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | SaleClass A Common Stock | 813,318 | $20.16 | $16,396,490.88 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.