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
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
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%
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
Don't miss the next GRDN filing
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- Fund moves. Which tracked funds opened, added or cut GRDN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ackerman John | M | Sep 27, 2026 | 471,057 | - |
| Ackerman John | M | Sep 27, 2026 | 1,413,939 | - |
| Forbes Kendall | M | Sep 27, 2026 | 608,570 | - |
| Pharmacy Investors, LLC | M | Sep 27, 2026 | 1,413,939 | - |
| Ackerman John | M | Sep 27, 2026 | 1,413,939 | - |
| Forbes Kendall | M | Sep 27, 2026 | 608,570 | - |
| Salentine Thomas J Jr | M | Sep 27, 2026 | 6,100,175 | - |
| Salentine Thomas J Jr | M | Sep 27, 2026 | 6,100,175 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| 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
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
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| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | May 28, 2026 | - | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 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.