Guardian Pharmacy Services, Inc.
GRDN · Retail-Drug Stores and Proprietary Stores · EDGAR filings ↗
Reference price $29.68 — last insider sale, 2026-03-20 (estimated from the dated SEC Form 4 price — not a live quote)
Grade
B70Guardian Pharmacy Services — long-term-care pharmacy with high ROA.
Strengths
- ROA 92nd pct; operating margin (64th); scaling LTC-pharmacy network
Risks
- Thin gross margin (11th); reimbursement and labor exposure
- Acquisition-integration risk
Notable findings
- RestatementIn accordance with the terms of the Company’s Amended and Restated Certificate of Incorporation, such issued shares of Class B common stock automatically convert on a one-for-one basis into shares of 8-K ↗
- Exec changeRecent 8-K item 5.02 8-K ↗
- Revenue declineRevenue -15.3% YoY
- Insider sellingInsider selling — 10 open-market sale(s) by 9 insider(s) (cluster of 9 insiders, ~$419M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
20.2%
Operating margin
5.0%
Net margin
3.4%
Return on assets
11.9%
Revenue growth (QoQ)
-15.3%
Net debt / EBITDA
-0.7×
Current ratio
1.4×
EBITDA
$95M
Cash & investments
$66M
Stock comp / revenue
1.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-05 | COSLER STEVEN D | Grant | 4.0K | — |
| 2026-05-05 | Patchett Mary Sue | Grant | 4.0K | — |
| 2026-05-05 | LEWIS RANDALL J | Grant | 4.0K | — |
| 2026-03-28 | Cardinal Equity Fund, L.P. | Option exercise | 471K | — |
| 2026-03-28 | Salentine Thomas J Jr | Option exercise | 6.1M | — |
| 2026-03-28 | Forbes Kendall | Option exercise | 609K | — |
| 2026-03-28 | Morris David K | Option exercise | 642K | — |
| 2026-03-28 | Bindley Capital Partners I, LLC | Option exercise | 6.1M | — |
| 2026-03-28 | Ackerman John | Option exercise | 1.4M | — |
| 2026-03-28 | Ackerman John | Option exercise | 471K | — |
| 2026-03-28 | Burke Fred | Option exercise | 1.3M | — |
| 2026-03-28 | Pharmacy Investors, LLC | Option exercise | 1.4M | — |
| 2026-03-28 | BINDLEY WILLIAM E | Option exercise | 6.1M | — |
| 2026-03-20 | Pharmacy Investors, LLC | Sell | 828K | $29.68 |
| 2026-03-20 | Morris David K | Sell | 188K | $29.68 |
| 2026-03-20 | Burke Fred | Sell | 671K | $29.68 |
| 2026-03-20 | Salentine Thomas J Jr | Sell | 3.6M | $29.68 |
| 2026-03-20 | Bindley Capital Partners I, LLC | Sell | 3.6M | $29.68 |
| 2026-03-20 | Ackerman John | Sell | 828K | $29.68 |
| 2026-03-20 | Ackerman John | Sell | 276K | $29.68 |
| 2026-03-20 | BINDLEY WILLIAM E | Sell | 3.6M | $29.68 |
| 2026-03-20 | Forbes Kendall | Sell | 347K | $29.68 |
| 2026-03-20 | Cardinal Equity Fund, L.P. | Sell | 276K | $29.68 |
| 2026-03-01 | Morris David K | Grant | 9.0K | — |
| 2026-03-01 | Forbes Kendall | Grant | 9.0K | — |
| 2025-12-04 | Burke Fred | Gift | 200K | — |
| 2025-12-04 | Forbes Kendall | Gift | 22K | — |
| 2025-12-03 | COSLER STEVEN D | Buy | 3.4K | $29.61 |
| 2025-09-27 | Salentine Thomas J Jr | Option exercise | 6.1M | — |
| 2025-09-27 | Ackerman John | Option exercise | 1.4M | — |
| 2025-09-27 | Ackerman John | Option exercise | 471K | — |
| 2025-09-27 | Forbes Kendall | Option exercise | 609K | — |
| 2025-09-27 | Cardinal Equity Fund, L.P. | Option exercise | 471K | — |
| 2025-09-27 | Bindley Capital Partners I, LLC | Option exercise | 6.1M | — |
| 2025-09-27 | BINDLEY WILLIAM E | Option exercise | 6.1M | — |
| 2025-09-27 | Morris David K | Option exercise | 642K | — |
| 2025-09-27 | Pharmacy Investors, LLC | Option exercise | 1.4M | — |
| 2025-09-27 | Burke Fred | Option exercise | 1.3M | — |
| 2025-05-28 | Ackerman John | Sell | 151K | $20.16 |
| 2025-05-28 | Ackerman John | Sell | 50K | $20.16 |
| 2025-05-28 | BINDLEY WILLIAM E | Sell | 651K | $20.16 |
| 2025-05-28 | Morris David K | Sell | 69K | $20.16 |
| 2025-05-28 | Cardinal Equity Fund, L.P. | Sell | 50K | $20.16 |
| 2025-05-28 | Burke Fred | Sell | 139K | $20.16 |
| 2025-05-28 | Salentine Thomas J Jr | Sell | 651K | $20.16 |
| 2025-05-28 | Forbes Kendall | Sell | 65K | $20.16 |
| 2025-05-28 | Bindley Capital Partners I, LLC | Sell | 651K | $20.16 |
| 2025-05-28 | Pharmacy Investors, LLC | Sell | 151K | $20.16 |
| 2025-05-27 | Pharmacy Investors, LLC | Sell | 813K | $20.16 |
| 2025-05-27 | BINDLEY WILLIAM E | Sell | 3.5M | $20.16 |
| 2025-05-27 | Salentine Thomas J Jr | Sell | 3.5M | $20.16 |
| 2025-05-27 | Ackerman John | Sell | 813K | $20.16 |
| 2025-05-27 | Ackerman John | Sell | 271K | $20.16 |
| 2025-05-27 | Morris David K | Sell | 369K | $20.16 |
| 2025-05-27 | Burke Fred | Sell | 747K | $20.16 |
| 2025-05-27 | Forbes Kendall | Sell | 350K | $20.16 |
| 2025-05-27 | Bindley Capital Partners I, LLC | Sell | 3.5M | $20.16 |
| 2025-05-27 | Cardinal Equity Fund, L.P. | Sell | 271K | $20.16 |
| 2025-05-09 | LEWIS RANDALL J | Grant | 3.9K | — |
| 2025-05-09 | COSLER STEVEN D | Grant | 3.9K | — |
| 2025-05-09 | Patchett Mary Sue | Grant | 3.9K | — |
| 2025-03-28 | Ackerman John | Option exercise | 1.4M | — |
| 2025-03-28 | Ackerman John | Option exercise | 471K | — |
| 2025-03-28 | Forbes Kendall | Option exercise | 609K | — |
| 2025-03-28 | Salentine Thomas J Jr | Option exercise | 6.1M | — |
| 2025-03-28 | Burke Fred | Option exercise | 1.3M | — |
| 2025-03-28 | BINDLEY WILLIAM E | Option exercise | 6.1M | — |
| 2025-03-28 | Morris David K | Option exercise | 642K | — |
| 2025-02-05 | Morris David K | Grant | 10K | — |
| 2025-02-05 | Forbes Kendall | Grant | 10K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-22 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-05-28 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-05-07 | Shareholder vote | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-03-23 | Material agreementOtherExhibits | filing ↗ |
| 2026-03-11 | ResultsExhibits | filing ↗ |
| 2026-01-13 | ResultsReg FDExhibits | filing ↗ |
| 2025-11-10 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-22 | 2026-06-22 | 0001193125-26-277596 ↗ |
| 8-K | 2026-05-28 | 2026-05-21 | 0001193125-26-245235 ↗ |
| 8-K | 2026-05-07 | 2026-05-05 | 0001193125-26-211924 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001193125-26-209021 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001193125-26-208989 ↗ |
| 8-K | 2026-03-23 | 2026-03-18 | 0001193125-26-119772 ↗ |
| 10-K | 2026-03-11 | 2025-12-31 | 0001193125-26-102172 ↗ |
| 8-K | 2026-03-11 | 2026-03-11 | 0001193125-26-102153 ↗ |
| 8-K | 2026-01-13 | 2026-01-13 | 0001193125-26-011826 ↗ |
| 8-K | 2025-11-10 | 2025-11-10 | 0001193125-25-274250 ↗ |
| 10-Q | 2025-11-10 | 2025-09-30 | 0001193125-25-274298 ↗ |
| 8-K | 2025-10-14 | 2025-10-14 | 0001193125-25-239120 ↗ |