Welcome to our dedicated page for GoodRx Holdings SEC filings (Ticker: GDRX), 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.
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. reported Q3 revenue of $196.0 million, up slightly year over year, with operating income of $14.6 million and net income of $1.1 million versus $4.0 million a year ago. For the first nine months, revenue was $602.1 million and net income was $25.0 million. Diluted EPS was $0.00 for the quarter and $0.07 year to date. Cash and equivalents were $273.5 million, and term loan principal was $496.3 million.
The revenue mix shifted: prescription transactions were $127.3 million (vs. $140.4 million), pharma manufacturer solutions rose to $43.4 million (vs. $28.1 million), subscriptions were $20.7 million (vs. $21.3 million), and other revenue was $4.6 million (vs. $5.4 million). Monthly Active Consumers were 5.4 million (vs. 6.5 million). Subscription plans were 671,000. The company repurchased 46.9 million shares year to date for $208.9 million, with $81.4 million remaining under the authorization.
Transactions included acquiring VCRx for $30.0 million and, subsequent to quarter-end, ScriptDrop for $13.5 million. Legal accruals included $25.0 million related to an NDCA class action settlement (subject to court approval) and $5.5 million for indemnification. Management estimates a $35.0–$40.0 million 2025 impact to prescription transactions revenue from retail pharmacy and PBM changes and an integrated savings program volume reduction.
GoodRx Holdings, Inc. announced its financial results for the three and nine months ended September 30, 2025. The company furnished a press release as Exhibit 99.1 to provide details.
The information under Item 2.02 and Exhibit 99.1 is furnished, not filed, and is not subject to Section 18 of the Exchange Act, nor incorporated by reference unless specifically stated.
GoodRx (GDRX) director Trevor Bezdek reported equity awards and updated holdings. On 11/02/2025, he received 104,925 restricted stock units (RSUs) at $0 that vest in three equal installments beginning 11/02/2026. He also acquired 33,530 RSUs at $0 that vest in full on the earlier of June 3, 2026 or the 2026 annual meeting, subject to continued service.
Following the transactions, he beneficially owned 160,082 Class A shares directly. Indirect holdings were listed as 2,632,721 shares by TB 2024-2 GRAT and 2,632,721 shares by JB 2024-2 GRAT.
GoodRx Holdings (GDRX) director Scott Wagner filed a Form 4 reporting an award of 3,065 deferred stock units on 10/31/2025 at $0. Each unit represents a contingent right to one share of Class A common stock.
The units vest in substantially equal monthly installments beginning November 30, 2025 and ending December 31, 2025, and will settle upon the earliest of December 31, 2030, Separation from Service, a Change in Control, death, or Disability under the company’s director plan. Following the transaction, Wagner beneficially owned 185,269 shares directly and 182,900 shares indirectly via the Wagner Family Trust.
GoodRx Holdings announced that Co‑Chairman Trevor Bezdek ended his employment and executive officer service upon his employment agreement’s expiration on November 1, 2025, and will continue as a non‑employee Co‑Chairman of the Board.
As a non‑employee director, he will be eligible for the standard program: a $30,000 annual cash retainer for Board service, $10,000 for Nominating and Corporate Governance Committee service, and $75,000 for Co‑Chair of the Board, each pro‑rated for 2025. If serving on the Board as of the annual meeting date, he is also eligible for an annual RSU award valued at $230,000.
In connection with the transition, the Board granted RSUs valued at $420,000 (vesting one‑third annually over three years) and $134,219 (vesting in full on the earlier of June 3, 2026 or the 2026 Annual Meeting), effective November 2, 2025. The RSU share counts were determined using the 30‑day average closing price preceding the grant dates. He may defer cash retainers and RSU settlements under the Deferred Compensation Plan.
GoodRx Holdings (GDRX) — Form 4: Director Douglas Hirsch reported the settlement of restricted stock units into 20,521 shares of Class A common stock on 10/26/2025 under transaction code M. Following the transaction, he directly beneficially owned 231,909 Class A shares and held 41,042 RSUs as derivative securities.
The filing notes that each RSU represents the right to receive one share of Class A common stock. The RSU award vests as to one-third of the underlying shares on each of the first three anniversaries of the grant date, beginning on October 26, 2025. The report also lists indirect holdings through certain grantor retained annuity trusts, with beneficial ownership of one such trust disclaimed.
GoodRx Holdings (GDRX): insider filing shows share class conversion and small sales. On 10/14/2025, affiliated Spectrum funds converted Class B Common Stock into 8,881,362 Class A shares on a one-for-one basis, then Spectrum Equity VII, L.P. made a pro rata distribution of 8,881,362 Class A shares to partners for no consideration. On 10/15/2025, Spectrum VII Investment Managers' Fund and Spectrum VII Co-Investment Fund sold 15,202 and 8,569 Class A shares, respectively, at a weighted average price of $4.0008. After these transactions, each listed fund reported 0 shares beneficially owned.
GoodRx Holdings insider activity: The company's Chief Accounting Officer reported multiple transactions in Class A common stock and related restricted stock units. The filing shows acquisitions through vesting of 12,433 restricted stock units (10,201 and 2,232) convertible one-for-one into Class A shares, and dispositions of 4,449 shares sold across two trades at $4.00 per share. After these transactions the reporting person beneficially owned 145,276 to 147,493 Class A shares across reported lines, and held a total of 40,803 and 22,323 underlying shares from the respective RSU awards following the reported vesting events. The RSU awards vest initially at 6.25% with the remainder scheduled to vest in approximately equal quarterly installments over 15 quarters. The transactions reflect routine insider vesting and partial sale activity of equity compensation.
Spectrum-affiliated investment vehicles reported ownership of a combined 8,905,133 shares of GoodRx Holdings Class A common stock on an as-converted basis, representing 8.28% of outstanding Class A shares. The filing discloses a pro rata distribution by Spectrum Equity VII of 5,983,984 Class A shares to its limited partners and subsequent small open-market sales by two Spectrum funds totaling 16,016 shares for net proceeds of $64,864.80. Individual recordholders include SE VII (8,881,362 shares), Spectrum VII Investment Managers' Fund (15,202 shares) and Spectrum VII Co-Investment Fund (8,569 shares). The filing restates managerial relationships and confirms no reportable transactions in the past 60 days aside from the distribution and the mentioned sales.
GoodRx Holdings, Inc. (GDRX): This Form 4 discloses that on September 4, 2025 Spectrum Equity-related entities converted Class B shares into Class A on a one-for-one basis and distributed 5,983,984 Class A shares pro rata from Spectrum Equity VII, L.P. to its partners for no consideration. Related Spectrum entities also show beneficial ownership changes across multiple funds: Spectrum Equity VII, L.P. reflects 5,983,984 Class A shares acquired and later disposed of on a pro rata basis, while Spectrum VII Investment Managers' Fund and Spectrum VII Co-Investment Fund show smaller acquired amounts (10,243 and 5,773) and subsequent sales at $4.05 per share on September 5, 2025, leaving 0 reported shares for those funds.