Guardian Pharmacy SVP discloses initial share holdings
Guardian Pharmacy Services, Inc. executive William Franklin Mudd, Senior Vice President of Finance, filed an initial statement of ownership as a reporting insider.
Rhea-AI Filing Summary
Guardian Pharmacy Services, Inc. executive William Franklin Mudd, Senior Vice President of Finance, filed an initial statement of ownership as a reporting insider. He directly holds 98,465 shares of Class A common stock and 38,282 shares of Class B common stock that convert into Class A on September 27, 2026 on a one-for-one basis.
He also holds stock options covering 25,000 shares of Class A common stock with a $34.59 exercise price, vesting and becoming exercisable in full on February 11, 2029. In addition, his position includes 7,594 and 4,476 restricted stock units that vest on February 14, 2028 and March 1, 2029, respectively, each settling one-for-one in Class A shares.
Positive
- None.
Negative
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Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Mudd William Franklin
Role
Senior Vice President, Finance
| 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 — 38,282 contracts (Direct);
Stock Option (right to buy) — 25,000 contracts (Direct);
Class A Common Stock — 98,465 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 held: 98,465 shares
Class B common stock held: 38,282 shares
Stock option underlying shares: 25,000 shares
+5 more
8 metrics
Class A common stock held
98,465 shares
Direct holdings as reported on Form 3
Class B common stock held
38,282 shares
Automatically convert to Class A on September 27, 2026
Stock option underlying shares
25,000 shares
Class A common stock under option vesting February 11, 2029
Stock option exercise price
$34.59 per share
Exercise price for 25,000-share option position
RSUs vesting February 14, 2028
7,594 units
Settle one-for-one into Class A common stock
RSUs vesting March 1, 2029
4,476 units
Settle one-for-one into Class A common stock
Class B conversion date
September 27, 2026
Automatic one-for-one conversion into Class A shares
Option vesting date
February 11, 2029
Date option becomes fully exercisable
Key Terms
restricted stock units, Class B common stock, automatically convert, Stock Option (right to buy), +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.
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
"security_title: Stock Option (right to buy) with an exercise price of 34.5900..."
exercise price financial
"conversion_or_exercise_price: 34.5900 for the stock option position..."
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
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 by GRDN executive William Franklin Mudd show?
The Form 3 shows that Senior Vice President of Finance William Franklin Mudd is a reporting insider holding Class A and Class B common stock, stock options, and restricted stock units in Guardian Pharmacy Services, Inc., establishing his initial beneficial ownership position.
What Class B common stock holdings of GRDN does the Form 3 disclose?
The filing discloses that William Franklin Mudd holds 38,282 shares of Class B common stock. According to the company’s charter, these Class B shares automatically convert into Class A common stock on a one-for-one basis on September 27, 2026, increasing his Class A exposure.
What stock options in Guardian Pharmacy Services, Inc. does William Franklin Mudd own?
He holds a stock option covering 25,000 shares of Class A common stock with a $34.59 exercise price. The option is scheduled to vest and become fully exercisable on February 11, 2029, giving him potential future purchase rights at that price.
What restricted stock units (RSUs) in GRDN are reported for William Franklin Mudd?
The Form 3 notes 7,594 and 4,476 restricted stock units that settle in Class A shares. These RSUs vest in full on February 14, 2028 and March 1, 2029, respectively, each unit converting into one share of Guardian Pharmacy Services, Inc. Class A common stock.
When do William Franklin Mudd’s GRDN equity awards and conversions occur?
Key future dates include September 27, 2026 for automatic conversion of Class B to Class A shares, February 14, 2028 and March 1, 2029 for RSU vesting, and February 11, 2029 when his 25,000-share option becomes fully exercisable.
AI-generated analysis. How Rhea-AI works. Not financial advice.
