GoodRx Holdings, Inc. filings document the financial reporting, governance, and public-company controls of a Nasdaq-listed digital healthcare platform for prescription savings. Its 8-K reports furnish quarterly operating results, revenue categories such as prescription transactions, subscriptions, and Pharma Direct, non-GAAP financial measures, and business outlook disclosures tied to medication access and pharmacy-market conditions.
GoodRx regulatory filings also cover proxy governance, board classification matters, director departures, officer appointments and resignations, executive compensation, equity awards under the 2020 Incentive Award Plan, and changes in the company’s independent registered public accounting firm.
GoodRx Holdings, Inc. determined that Chief Financial Officer & Treasurer Christopher McGinnis will transition from his role effective 11:59 p.m. Eastern Time on August 5, 2026. His departure is stated not to result from any disagreement regarding operating performance, financial reporting, accounting, internal controls, operations, policies, or practices. The company expects a Separation Agreement & Release providing Tier I Executive Severance Plan benefits, a broad release of claims, a non-disparagement clause, and continued confidentiality and intellectual property covenants.
On August 2, 2026, the Board appointed Justin Fengler, currently Chief Strategy & Operations Officer, to also serve as Chief Financial Officer & Treasurer effective August 6, 2026, and designated him as principal financial officer, while he continues to oversee strategy and operations. In connection with this appointment, he will receive a $600,000 restricted stock unit award, a $600,000 performance stock unit award under the 2020 Incentive Award Plan, and a one-time $100,000 cash payment. The RSUs vest quarterly over 12 quarters beginning November 15, 2026, and the PSUs vest in three equal installments starting March 3, 2027, subject to fiscal 2026 performance goals and continued employment.
GoodRx Holdings, Inc. reported Q2 2026 revenue of $200.4M, down slightly year over year as its mix continued shifting. Core prescription transactions revenue fell 26% to $106.4M, while Pharma Direct grew 76% to $61.6M and subscription revenue rose 39% to $28.5M. Net income declined to $8.5M (4.3% margin), and Adjusted EBITDA was $63.7M with a 31.8% margin.
Cash and cash equivalents were $296.1M, supported by $92.7M of operating cash flow in the first half of 2026, against a $492.5M term loan and no revolver drawings. The company recorded $30.5M of accrued legal settlement and indemnification related to consumer privacy class actions and carries $11.9M of insurance recovery receivables. Monthly Active Consumers fell to 5.0M, while subscription plans increased to 764K, reflecting a deliberate tilt toward Pharma Direct and subscription offerings amid pharmacy closures, integrated savings volume reductions, and emerging federal initiatives such as TrumpRx.gov.
GoodRx Holdings reported Q2 2026 revenue of $200.4 million, down 1% from $203.1 million a year earlier, as its business mix shifted. Prescription transactions revenue fell 26% to $106.4 million on fewer Monthly Active Consumers, broader retail pharmacy changes, lower unit economics and a deliberate pivot of product and marketing spend toward newer subscription offerings.
Subscription revenue rose 39% to $28.5 million and Pharma Direct revenue increased 76% to $61.6 million, helped by condition‑specific subscriptions, including weight loss, and GLP‑1 access programs. Net income was $8.5 million versus $12.8 million, with Adjusted EBITDA of $63.7 million and a 31.8% margin. Operating cash flow strengthened to $80.8 million. As of June 30, 2026, cash and cash equivalents were $296.1 million and total debt $492.5 million. Monthly Active Consumers averaged 5.0 million, while subscription plans grew to 764,000. Management raised full‑year 2026 guidance to revenue of $790–$805 million, a (1%) to 1% year‑over‑year change versus 2025 revenue of $796.9 million, and Adjusted EBITDA of $240–$250 million.
GoodRx Holdings officer Christopher A. McGinnis exercised 36,988 restricted stock units into Class A common stock, with each unit representing a contingent right to receive one share. To satisfy tax obligations, 16,294 shares were withheld at $3.01 per share, a tax-withholding disposition rather than an open-market sale. After these transactions, he held 198,310 Class A shares directly and 369,877 restricted stock units that, under the award terms, vest in 12 equal quarterly installments beginning April 15, 2026, subject to continued service.
GoodRx Holdings director and officer Wendy Lynn Barnes converted 277,288 restricted stock units into Class A common stock on July 15, 2026. To cover tax liabilities, 120,456 shares were delivered at $3.01 per share rather than sold in open-market trades.
GoodRx Holdings, Inc. Chief Accounting Officer Thomas Chan reported equity compensation activity involving Class A Common Stock and restricted stock units. On July 15, 2026, he exercised restricted stock units to acquire 5,792 shares of Class A Common Stock, while 2,947 shares were disposed of in a tax-withholding transaction at $3.01 per share. After these transactions, he directly holds 8,580 shares of Class A Common Stock and 57,925 restricted stock units, each representing a contingent right to one share. The RSU award vests in twelve quarterly installments beginning April 15, 2026, subject to his continued service.
GoodRx Holdings, Inc. reported the results of its annual stockholder meeting held on June 16, 2026. Class A stockholders had one vote per share and Class B stockholders had ten votes per share as of the April 20, 2026 record date.
A total of 89,932,951 Class A shares and 233,964,187 Class B shares were represented, accounting for approximately 99.4% of the combined voting power. Stockholders elected Wendy Barnes, Ronald E. Bruehlman and Gregory Mondre as Class III directors.
They also ratified the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, and approved, on an advisory and non-binding basis, the compensation of the company’s named executive officers.
REY-GIRAUD AGNES reported acquisition or exercise transactions in this Form 4 filing.
GoodRx Holdings, Inc. director Agnes Rey-Giraud reported an equity compensation grant in the form of restricted stock units covering 73,434 shares of Class A common stock. These units were awarded at no cash cost to her and represent a contingent right to receive shares in the future.
The restricted stock units vest in full on the earlier of the one-year anniversary of June 16, 2026 or the date of the company’s 2027 Annual Meeting of Stockholders, assuming she continues her service through that date. Following this grant, she holds 426,286 shares of Class A common stock directly, reflecting a routine director compensation award rather than an open-market purchase.
Kennedy Kelly J. reported acquisition or exercise transactions in this Form 4 filing.
GoodRx Holdings director Kelly J. Kennedy received an equity award of 73,434 restricted stock units (RSUs) of Class A common stock. The RSUs were granted at no cash cost and each unit represents a right to one share. They vest in full on the earlier of the one-year anniversary of June 16, 2026 or the 2027 Annual Meeting of Stockholders, subject to continued service. Following this grant, Kennedy holds 207,645 Class A shares/units directly.
Hirsch Douglas Joseph reported acquisition or exercise transactions in this Form 4 filing.
GoodRx Holdings, Inc. director Douglas Joseph Hirsch reported an equity compensation grant on Class A common stock. He received 73,434 deferred stock units, each representing a right to one share at no cash cost. These units vest in full on the earlier of the one-year anniversary of June 16, 2026 or the company’s 2027 annual stockholders’ meeting, subject to his continued service.
The deferred stock units will be settled in shares upon the earliest of December 31, 2029, separation from service, a change in control, death, or disability under the company’s director deferred compensation plan. After this grant, Hirsch directly holds 320,936 Class A shares. Additional Class A shares are held indirectly through grantor retained annuity trusts and by his spouse; certain CH GRAT holdings are attributed to those trusts and his spouse, and he disclaims beneficial ownership of those particular shares.