Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Guardian Pharmacy Services, Inc.GRDN · Entity 4361 | Director · 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 | IndirectBy Pharmacy Investors, LLC | 3,863,806 |
Reported balance
After 2026-09-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-27 · Exercise / conversion · Acquired 1,413,939 · Balance 3,863,806 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 A Common StockSEC Table I · non-derivative | IndirectBy Cardinal Equity Fund, L.P. | 1,287,237 |
Reported balance
After 2026-09-27 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-27 · Exercise / conversion · Acquired 471,057 · Balance 1,287,237 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 | IndirectBy Pharmacy Investors, LLC | 0 |
Reported balance
After 2026-09-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-27 · Exercise / conversion · Disposed 1,413,939 · 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. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Cardinal Equity Fund, L.P. | 0 |
Reported balance
After 2026-09-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-27 · Exercise / conversion · Disposed 471,057 · 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 21:19 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 471,057 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-405544 · ownership.xml · derivative · entry 4 Ackerman John · CIK 0002037898 · Director · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Cardinal Equity Fund, L.P. Disclosed balance after: 0 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 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 21:19 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 1,413,939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-405544 · ownership.xml · derivative · entry 3 Ackerman John · CIK 0002037898 · Director · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Pharmacy Investors, LLC 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 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 21:19 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 471,057 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-405544 · ownership.xml · nonDerivative · entry 2 Ackerman John · CIK 0002037898 · Director · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Cardinal Equity Fund, L.P. Disclosed balance after: 1,287,237 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 |
| September 27, 2026 Filed Sep 28, 2026 21:19 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 1,413,939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-405544 · ownership.xml · nonDerivative · entry 1 Ackerman John · CIK 0002037898 · Director · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Pharmacy Investors, LLC 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 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 |
| March 28, 2026 Filed Mar 31, 2026 16:05 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 471,057 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-134488 · 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: 471,057 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 substantially equal tranches on each of 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 substantially equal tranches on each of 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 substantially equal tranches on each of 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 substantially equal tranches on each of March 28, 2026 and September 27, 2026. Read SEC document |
| March 28, 2026 Filed Mar 31, 2026 16:05 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 1,413,939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-134488 · 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: 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 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 substantially equal tranches on each of 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 substantially equal tranches on each of 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 substantially equal tranches on each of 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 substantially equal tranches on each of March 28, 2026 and September 27, 2026. Read SEC document |
| March 28, 2026 Filed Mar 31, 2026 16:05 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 471,057 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-134488 · 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: 816,180 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 substantially equal tranches on each of March 28, 2026 and September 27, 2026. Read SEC document |
| March 28, 2026 Filed Mar 31, 2026 16:05 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 1,413,939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-134488 · 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: 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 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 substantially equal tranches on each of March 28, 2026 and September 27, 2026. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 16:15 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | SaleClass A Common Stock | 275,728 | $29.68 | $8,184,296.36 |
DisclosureSEC source: 0001193125-26-121839 · 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: 345,123 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 |
| March 20, 2026 Filed Mar 24, 2026 16:15 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | SaleClass A Common Stock | 827,636 | $29.68 | $24,566,305.57 |
DisclosureSEC source: 0001193125-26-121839 · 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: 1,035,928 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 16:10 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 471,057 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-225035 · 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: 942,114 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 substantially equal tranches on each of 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 substantially equal tranches on each of 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 substantially equal tranches on each of 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 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 16:10 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 1,413,940 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-225035 · 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: 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. 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 substantially equal tranches on each of 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 substantially equal tranches on each of 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 substantially equal tranches on each of 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 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 16:10 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 471,057 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-225035 · 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: 620,851 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 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 16:10 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 1,413,940 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-225035 · 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: 1,863,564 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. 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 substantially equal tranches on each of September 27, 2025, March 28, 2026 and September 27, 2026. Read SEC document |
| May 28, 2025 Filed May 29, 2025 16:15 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | SaleClass A Common Stock | 50,305 | $20.16 | $1,014,148.80 |
DisclosureSEC 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 | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | SaleClass A Common Stock | 150,998 | $20.16 | $3,044,119.68 |
DisclosureSEC 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 27, 2025 Filed May 29, 2025 16:15 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | SaleClass A Common Stock | 270,958 | $20.16 | $5,462,513.28 |
DisclosureSEC 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 | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | SaleClass A Common Stock | 813,318 | $20.16 | $16,396,490.88 |
DisclosureSEC 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 |
| March 28, 2025 Filed Apr 1, 2025 16:15 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 471,057 | Not disclosed | Not disclosed |
DisclosureSEC 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 | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass B Common Stock · Derivative | 1,413,940 | Not disclosed | Not disclosed |
DisclosureSEC 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 | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 471,057 | Not disclosed | Not disclosed |
DisclosureSEC 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 | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | Exercise / conversionClass A Common Stock | 1,413,940 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
| September 27, 2024 Filed Oct 1, 2024 17:49 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | GrantClass B Common Stock · Derivative | 1,884,228 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 17:49 UTC | Guardian Pharmacy Services, Inc. GRDN · Entity 4361 | GrantClass B Common Stock · Derivative | 5,655,758 | Not disclosed | Not disclosed |
DisclosureSEC 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. 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.