Guardian Pharmacy Services, Inc. SEC Filings

Wellington Management Group LLP, together with affiliated entities, filed a Schedule 13G reporting beneficial ownership of 1,143,729 shares of Guardian Pharmacy Services, Inc. (GRDN), representing 5.03% of the common stock as of 09/30/2025.

The filing shows shared voting power: 803,853 shares and shared dispositive power: 1,143,729 shares, with no sole voting or dispositive power. The securities are owned of record by clients of Wellington’s investment advisers. The filer certifies the holdings were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.

Guardian Pharmacy Services (GRDN) reported stronger Q3 results. Revenue rose to $377.4 million, up 20% from $314.4 million a year ago, as the company served more residents and filled more prescriptions. Gross profit reached $74.7 million. Selling, general and administrative costs dropped to $58.4 million, reflecting much lower share-based compensation versus the 2024 IPO period.

Operating income was $16.4 million compared with a loss last year. Net income was $9.6 million, with diluted EPS of $0.15; for the first nine months, net income was $27.7 million and diluted EPS was $0.45. Cash and cash equivalents were $36.5 million, up from $4.7 million at year-end. The business served about 204,000 residents across roughly 8,200 long‑term care facilities in 38 states as of September 30, 2025.

In 2025, the company completed acquisitions with total preliminary consideration of $16.3 million, contributing $16.2 million of Q3 revenue. Interest expense declined as there were no outstanding balances under the credit facility during the period.

Guardian Pharmacy Services, Inc. (NYSE: GRDN) announced it issued a press release reporting financial results for the quarter ended September 30, 2025. The company furnished the press release as Exhibit 99.1.

The disclosure was made under Item 2.02 of Form 8-K and is being furnished, not filed, which means it is not subject to Section 18 liability and is not automatically incorporated by reference into other filings.

BlackRock, Inc. filed a Schedule 13G reporting beneficial ownership of 5.7% of Guardian Pharmacy Services, Inc. Class A Stock, equal to 1,306,624 shares, as of 09/30/2025 (CUSIP 40145W101).

BlackRock reports sole voting power over 1,271,373 shares and sole dispositive power over 1,306,624 shares, with no shared voting or dispositive power. The filing certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Guardian Pharmacy Services announced new lock-up agreements with holders of approximately 93% of its outstanding Class A and Class B shares held by founders, executives, employees, and other pre-IPO holders. The agreements run from October 19, 2025 through June 30, 2026, limiting transfers without the Company’s prior written consent.

The lock-up covers transfer restrictions on 17,188,059 outstanding shares of Class A common stock and an additional 12,759,054 shares of Class A issuable on March 28, 2026 upon automatic conversion of an equal number of Class B shares. The Lock-Up Period may be extended by mutual written agreement.

As context, as of September 30, 2025, shares outstanding were 36,253,744 Class A and 27,066,890 Class B under a charter that provides for automatic Class B to Class A conversions at specified times and amounts.

Guardian Pharmacy Services, Inc. filed a shelf registration to offer up to 1,020,000 shares of Class A common stock, and to register the potential resale of up to 4,980,000 shares by selling stockholders. The company may conduct one or more offerings from time to time; it will not receive proceeds from sales by the selling stockholders.

The shares may be sold in various ways, including through underwriters, dealers, agents, directly to purchasers, or a combination of these methods, with specific terms set in a prospectus supplement. Class A common stock trades on the NYSE under “GRDN”; the last sale price was $24.00 per share on October 13, 2025. As of September 30, 2025, Guardian had 36,253,744 Class A shares outstanding and 27,066,890 Class B shares outstanding. Investors should review any accompanying prospectus supplement for pricing, selling stockholder details, and the applicable plan of distribution.

John Ackerman, a director of Guardian Pharmacy Services, Inc. (GRDN), reported on Form 4 that on 09/27/2025 Class B common stock held indirectly by entities tied to him converted into Class A common stock in automatic tranches. The filing shows 1,413,940 Class B shares converting into Class A shares held by Pharmacy Investors, LLC, resulting in 1,863,564 Class A shares beneficially owned by that entity after the transaction. It also shows 471,057 Class B shares converting for Cardinal Equity Fund, L.P., yielding 620,851 Class A shares beneficially owned by that entity.

The conversion occurs pursuant to the company’s Amended and Restated Certificate of Incorporation, which provides one-for-one conversion of Class B to Class A in substantially equal tranches on 09/27/2025, 03/28/2026 and 09/27/2026. The Form 4 was signed by an attorney-in-fact on 09/30/2025.

Form 4 filing by Forbes Kendall, Executive Vice President, Sales & Operations of Guardian Pharmacy Services, Inc. (GRDN). The filing reports that on 09/27/2025 the reporting person had a transaction converting 608,570 shares into Class A Common Stock (transaction code M). After the reported transaction, the reporting person beneficially owned 812,476 shares of Class A common stock according to Table I. Table II shows the corresponding Class B common stock conversion of 608,570 shares, resulting in aggregate beneficial ownership of 1,217,140 shares of Class A common stock following the conversion. The filing notes these Class B shares convert into Class A shares on a one-for-one basis in substantially equal tranches on 09/27/2025, 03/28/2026 and 09/27/2026. The form is signed by an attorney-in-fact on behalf of the reporting person on 09/30/2025.

Cardinal Equity Fund, L.P. reported changes in beneficial ownership of Guardian Pharmacy Services, Inc. (GRDN). The filing shows sales of Class A common stock on May 27, 2025 (270,958 shares at $20.16) and May 28, 2025 (50,305 shares at $20.16), executed pursuant to an Underwriting Agreement dated May 22, 2025. After those disposals the filing shows beneficial ownership of 149,794 and 200,099 shares following each reported sale. The reporting person also holds Class B common stock that will automatically convert one-for-one into Class A shares in substantially equal tranches on September 27, 2025, March 28, 2026 and September 27, 2026, with a tranche of 471,057 shares converting on September 27, 2025, resulting in 620,851 Class A shares reported as beneficially owned after that conversion tranche.