Guardian Pharmacy officer reports equity holdings
Guardian Pharmacy Services, Inc. officer Martin David Norman filed an initial ownership report showing direct equity stakes in the company.
Rhea-AI Filing Summary
Guardian Pharmacy Services, Inc. officer Martin David Norman filed an initial ownership report showing direct equity stakes in the company. He holds 101,040 shares of Class A common stock and Class B common stock convertible one-for-one into 39,865 Class A shares on September 27, 2026.
Norman also holds a stock option for 25,000 Class A shares at an exercise price of $34.59 per share, expiring in 2036 and scheduled to vest in full on February 11, 2029. Footnotes additionally describe 7,594 and 4,476 restricted stock units that will each settle one-for-one into Class A shares upon vesting in 2028 and 2029.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Martin David Norman
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Class B Common Stock | -- | -- | -- |
| holding | Stock Option (right to buy) | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 39,865 contracts (Direct);
Stock Option (right to buy) — 25,000 contracts (Direct);
Class A Common Stock — 101,040 shares (Direct)
Footnotes (3)
- F1. Also includes 7,594 and 4,476 restricted stock units that, upon vesting in full on February 14, 2028 and March 1, 2029, respectively, are settled on a one-for-one basis in shares of Guardian Pharmacy Services, Inc.'s (the "Issuer") Class A common stock.
- F2. Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, the Reporting Person's shares of the Issuer's Class B common stock automatically convert into shares of the Issuer's Class A common stock, on a one-for-one basis, on September 27, 2026.
- F3. This option shall vest and become exercisable in full on February 11, 2029.
Key Figures
Class A common stock: 101,040 shares
Class B convertible underlying shares: 39,865 shares
Stock option underlying shares: 25,000 shares
+5 more
8 metrics
Class A common stock
101,040 shares
Directly held following Form 3 reporting
Class B convertible underlying shares
39,865 shares
Class B automatically converts into Class A on September 27, 2026
Stock option underlying shares
25,000 shares
Option to buy Class A common stock
Stock option exercise price
$34.59 per share
Exercise price for 25,000-share option expiring in 2036
Option vesting date
February 11, 2029
Option vests and becomes fully exercisable on this date
RSUs tranche 1
7,594 units
RSUs vesting and settling into Class A shares on February 14, 2028
RSUs tranche 2
4,476 units
RSUs vesting and settling into Class A shares on March 1, 2029
Class B automatic conversion date
September 27, 2026
Class B common stock converts one-for-one into Class A
Key Terms
restricted stock units, Class B common stock, Class A common stock, automatically convert, +2 more
6 terms
restricted stock units financial
"Also includes 7,594 and 4,476 restricted stock units that, upon vesting in full..."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Class B common stock financial
"the Reporting Person's shares of the Issuer's Class B common stock automatically convert..."
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
Class A common stock financial
"are settled on a one-for-one basis in shares of ... Class A common stock."
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
automatically convert financial
"Class B common stock automatically convert into shares of the Issuer's Class A common stock..."
Stock Option (right to buy) financial
"Stock Option (right to buy) underlying 25,000 shares of Class A common stock..."
vest and become exercisable financial
"This option shall vest and become exercisable in full on February 11, 2029."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Form 3 filing show for Guardian Pharmacy (GRDN) officer Martin David Norman?
The Form 3 shows Martin David Norman’s initial equity holdings in Guardian Pharmacy Services, Inc., including Class A and Class B common stock, stock options, and restricted stock units, all held directly, with detailed share counts and vesting or conversion terms disclosed.
What stock options does Martin David Norman report in Guardian Pharmacy (GRDN)?
He reports a stock option to acquire 25,000 shares of Guardian Pharmacy’s Class A common stock at an exercise price of $34.59 per share, expiring in 2036, with the option scheduled to vest and become fully exercisable on February 11, 2029.
What restricted stock units (RSUs) does Martin David Norman hold in Guardian Pharmacy (GRDN)?
Footnotes state he holds 7,594 and 4,476 restricted stock units that, upon vesting in full on February 14, 2028 and March 1, 2029, respectively, will settle one-for-one into shares of Guardian Pharmacy’s Class A common stock.
Is Martin David Norman’s Form 3 for GRDN reporting a transaction or just holdings?
The Form 3 functions as an initial statement of beneficial ownership, listing Norman’s existing holdings and derivative positions. The records are categorized as holdings rather than new buy or sell transactions, with no open-market trades reported.
AI-generated analysis. How Rhea-AI works. Not financial advice.
