Welcome to our dedicated page for Guardian Pharmacy Services SEC filings (Ticker: GRDN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Guardian Pharmacy Services, Inc. (NYSE: GRDN), a long-term care pharmacy services company based in Atlanta, Georgia. Through these filings, investors can review how Guardian reports its financial condition, results of operations, and other material events.
Guardian’s recent SEC activity includes multiple Current Reports on Form 8-K. These filings have covered topics such as quarterly financial results, reiteration of financial guidance and preliminary outlook, and the furnishing of investor presentations used at healthcare conferences and in meetings with analysts and other interested parties. Certain 8-Ks also describe lock-up agreements with holders of Class A and Class B common stock following the company’s initial public offering.
The company’s filings confirm that its Class A common stock, par value $0.001 per share, is registered under Section 12(b) of the Exchange Act and trades on the New York Stock Exchange under the symbol GRDN. Guardian uses its periodic reports, including the Annual Report on Form 10-K and Quarterly Reports on Form 10-Q (not reproduced here), to present GAAP financial statements and to discuss risk factors affecting its business.
Guardian also explains in its filings and related press releases how it uses non-GAAP measures such as Adjusted EBITDA, Adjusted Net Income, Adjusted EPS, and Adjusted SG&A, and provides reconciliations to the most directly comparable GAAP measures in its full reports. These documents give additional context on how the company evaluates its core operating performance.
On this page, Stock Titan surfaces Guardian’s SEC filings as they are made available on EDGAR and pairs them with AI-generated summaries to help readers understand the key points of each document, from earnings-related 8-Ks to other material disclosures.
Guardian Pharmacy Services, Inc. investor Pharmacy Investors, LLC converted derivative holdings into common stock. On March 28, 2026, it exercised a derivative position covering 1,413,939 shares of Class B common stock, receiving 1,413,939 shares of Class A common stock at a stated exercise price of $0.00 per share. The company’s charter provides that the Class B shares automatically convert into Class A shares on a one-for-one basis in substantially equal tranches on March 28, 2026 and September 27, 2026. Following this transaction, Pharmacy Investors, LLC directly holds 2,449,867 shares of Class A common stock. No open derivative position remains disclosed in this filing.
Guardian Pharmacy Services director and 10% owner William E. Bindley, through Bindley Capital Partners I, LLC, exercised a derivative position so that 6,100,175 shares of Class B common stock automatically converted into the same number of Class A shares on March 28, 2026.
This automatic one-for-one conversion is described in the company’s Amended and Restated Certificate of Incorporation, which provides for substantially equal tranches on March 28, 2026 and September 27, 2026. Following the transaction, Bindley Capital Partners I, LLC indirectly held 10,569,491 shares of Class A common stock.
Guardian Pharmacy Services, Inc. executive Forbes Kendall reported an automatic conversion of derivative shares into common stock. On March 28, 2026, 608,570 shares of Class B Common Stock converted on a one-for-one basis into 608,570 shares of Class A Common Stock at a conversion price of $0.00 per share. This reflects the first of two substantially equal tranches scheduled under the company’s Amended and Restated Certificate of Incorporation, with the second tranche set for September 27, 2026. Following this transaction, Kendall directly holds 1,061,826 shares of Class A common stock, and there are no remaining derivative positions shown in this filing.
Guardian Pharmacy Services, Inc. director and officer David K. Morris exercised a derivative position, converting 641,869 shares of Class B common stock into 641,869 shares of Class A common stock at an exercise price of $0.0000 per share.
Following the transaction on March 28, 2026, Morris directly owned 896,341 shares of Class A common stock. According to the company’s Amended and Restated Certificate of Incorporation, his Class B shares automatically convert into Class A shares on a one-for-one basis in substantially equal tranches on March 28, 2026 and September 27, 2026.
Cardinal Equity Fund, L.P., a member of a 10% owner group of Guardian Pharmacy Services, Inc., exercised a derivative position as part of an automatic conversion. On March 28, 2026, 471,057 shares of Class B common stock converted into 471,057 shares of Class A common stock on a one-for-one basis at $0.0000 per share, as provided in the company’s Amended and Restated Certificate of Incorporation. Following this conversion, Cardinal Equity Fund directly holds 816,180 shares of Class A common stock. The footnote states that the Class B shares convert in substantially equal tranches on March 28, 2026 and September 27, 2026.
Bindley Capital Partners I, LLC, a more than ten percent owner of Guardian Pharmacy Services, Inc., exercised a derivative position that automatically converted 6,100,175 shares of Class B Common Stock into 6,100,175 shares of Class A Common Stock at $0.0000 per share.
Following this conversion on March 28, 2026, Bindley Capital Partners I, LLC directly holds 10,569,491 shares of Class A Common Stock. The conversion occurred under the company’s Amended and Restated Certificate of Incorporation, which provides for automatic one-for-one conversion in substantially equal tranches on March 28, 2026 and September 27, 2026.
Guardian Pharmacy Services director-linked entities completed a large share conversion. On March 28, 2026, Pharmacy Investors, LLC and Cardinal Equity Fund, L.P., both associated with director John Ackerman, exercised derivative rights to convert a total of 1,884,996 shares of Class B common stock into Class A common stock at $0.00 per share. The transactions reflect automatic one-for-one conversions required in substantially equal tranches on March 28, 2026 and September 27, 2026 under the company’s Amended and Restated Certificate of Incorporation, and do not involve open-market buying or selling.
Guardian Pharmacy Services director and ten percent owner Thomas J. Salentine Jr., through Bindley Capital Partners I, LLC, exercised a derivative position and converted 6,100,175 shares of Class B common stock into the same number of Class A shares at an exercise price of $0.00 per share on March 28, 2026. This automatic one-for-one conversion occurred pursuant to the company’s Amended and Restated Certificate of Incorporation, which provides for substantially equal tranches on March 28, 2026 and September 27, 2026. Following the transactions, Bindley Capital Partners I, LLC indirectly holds 10,569,491 shares of Class A common stock, and Salentine also directly holds 35,714 Class A shares.
Guardian Pharmacy Services, Inc. director and officer Fred Burke exercised a derivative position to acquire 1,298,826 shares of Class A common stock in an automatic conversion. On March 28, 2026, 1,298,826 shares of Class B common stock converted into an equal number of Class A shares at a stated price of $0.00 per share, pursuant to the company’s Amended and Restated Certificate of Incorporation. Following the transactions, Burke held 1,298,825 shares of Class B common stock and 2,139,239 shares of Class A common stock directly.
Guardian Pharmacy Services calls its 2026 annual meeting for May 5, 2026 in Indianapolis, with stockholders of record on March 13, 2026 eligible to vote. Investors will elect two Class II directors, cast an advisory Say‑on‑Pay vote on executive compensation, choose the future frequency of Say‑on‑Pay votes, and ratify Ernst & Young LLP as auditor for 2026.
The board supports all proposals, including one‑year Say‑on‑Pay frequency. The company reports 63.3 million common shares outstanding and highlights strong 2025 performance, with revenue of $1.45 billion, Adjusted EBITDA of $115.1 million, and net income of $49.0 million, which drove maximum annual bonuses for executives.
Guardian also explains a shift from “controlled company” status after a March 2026 secondary sale by founder holders, formation of a fully independent nominating and governance committee, and NYSE requirements to maintain a majority‑independent board. Detailed ownership, director biographies, compensation data, equity plans and change‑in‑control severance terms are provided to inform voting decisions.