Consumer Staples · Retail-Drug Stores and Proprietary Stores

GRDN Guardian Pharmacy Services, Inc. SEC Filings & Insider Trading Activity 2026

company
CIK 180225576 filings
Russell 2000

GRDN at a glance

Guardian Pharmacy Services, Inc. (GRDN, SEC CIK 1802255) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), Guardian Pharmacy Services, Inc. (GRDN) reported revenue of $1.4 billion (up 17.9% from FY2024) and net income of $49.2 million.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$1.4B
+17.9% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
Latest 8-K
Sep 10, 2026
Item 8.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Revenue $351.8M, up 2.2% YoY from $344.3M; organic revenue decreased $5.9M from IRA pricing
  • Net margin 6.3% vs 2.6%; Adjusted EBITDA margin 8.4% vs 7.2%
  • Residents served increased to 210,000 from 195,000; prescriptions rose to 7.6M from 7.0M
  • Cash $89.8M; operating cash flow $36.1M vs $37.5M YoY
  • IRA price reductions expected to pressure year-over-year comparability throughout the remainder of 2026

Risk Factors

  • No material changes to 10-K risk factors for year ended December 31, 2025
  • No newly added risk factor triggered during quarter ended June 30, 2026
  • Carried-forward investment risk: adverse developments could reduce Class A common stock market price
  • Carried-forward investor risk: adverse developments could result in partial or total investment loss

AI summary of the GRDN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Sep 10, 2026Full analysis →

Item 8.01: Other Events

  • Lock-ups cover approximately 29.9 million Class A shares held by founders, executives and employees
  • Restricted shares represent approximately 81% of pre-IPO holders’ approximately 37 million shares
Filed Aug 6, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Q2 2026 results for quarter ended June 30, 2026, released August 6, 2026
  • Full financial details contained in Exhibit 99.1, the company’s furnished earnings release

Item EX-99.1: Item EX-99.1

  • Q2 revenue $351.8M, up 2%; residents served rose 8% to approximately 210,000
  • Adjusted EBITDA $29.7M versus $25.0M; margin expanded to 8.4% from 7.2%
Filed Jun 22, 2026Full analysis →

Item 7.01: Regulation FD Disclosure

  • 8-K furnished under Regulation FD, with Exhibit 99.1 containing the substantive disclosure
  • Disclosure excluded from Exchange Act Section 18 liability and generally not incorporated into registration statements

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Kendall Forbes retiring July 1, 2026 after serving as EVP Sales & Operations since 2004
  • Forbes transition employment through August 31, 2026, paid one-half current monthly base salary plus benefits

Item EX-99.1: Item EX-99.1

  • Kendall Forbes, Executive Vice President Sales & Operations since 2004, retires July 1, 2026
  • David Morris moves from CFO to COO, preserving longtime leadership continuity and operational knowledge

AI summaries of GRDN 8-K current reports filed with the SEC. What 8-K item codes mean

SignalX for GRDN

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Ackerman JohnMSep 27, 2026-
Ackerman JohnMSep 27, 2026-
Forbes KendallMSep 27, 2026-
Pharmacy Investors, LLCMSep 27, 2026-
Ackerman JohnMSep 27, 2026-
Forbes KendallMSep 27, 2026-
Salentine Thomas J JrMSep 27, 2026-
Salentine Thomas J JrMSep 27, 2026-

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue-$1.2B$1.4B
Gross Profit-$244.4M$292.7M
Operating Income--$62.9M$72.7M
Net Income--$110.0M$49.2M
Gross Margin-19.9%20.2%
Op. Margin--5.1%5.0%
Net Margin--9.0%3.4%
Balance Sheet
Total Assets-$320.8M$412.7M
Equity$59.9M$150.0M$217.9M
ROE--73.4%22.6%
Cash Flow
Operating CF-$58.0M$100.3M

Source: XBRL data in Guardian Pharmacy Services, Inc. (GRDN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

GRDN filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
4Sep 28, 2026--
4Sep 28, 2026--
4Sep 28, 2026--
4Sep 28, 2026--
4Sep 28, 2026--
4Sep 28, 2026--
4Sep 28, 2026--
4Sep 28, 2026--
4Sep 28, 2026--
4Sep 28, 2026--
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4Sep 28, 2026--
4Sep 28, 2026--
8-KSep 10, 2026Analysis-
10-QAug 6, 2026Analysis
8-KAug 6, 2026Analysis-
8-KJun 22, 2026Analysis-
8-KMay 28, 2026Analysis
8-KMay 7, 2026Analysis
4May 7, 2026-
4May 7, 2026-
4May 7, 2026-

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GRDN SEC filings: frequently asked questions

What was GRDN's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), Guardian Pharmacy Services, Inc. (GRDN) reported revenue of $1.4 billion (up 17.9% from FY2024) and net income of $49.2 million. The figures come from the XBRL data in the 10-K.

What did GRDN report in its latest 8-K?

Guardian Pharmacy Services, Inc. (GRDN) filed an 8-K on September 10, 2026 reporting Item 8.01 (Other Events). Lock-ups cover approximately 29.9 million Class A shares held by founders, executives and employees.

What are the latest GRDN SEC filings?

Guardian Pharmacy Services, Inc. (GRDN) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on September 28, 2026.

What is GRDN's SEC CIK number?

Guardian Pharmacy Services, Inc. (GRDN)'s SEC Central Index Key (CIK) is 1802255. EDGAR lists every GRDN filing under that number.

Ask anything about GRDN

The research agent reads GRDN's filings, financials, insider trades and 13F holders, then answers with sources.