Financial Metrics

GRDN Guardian Pharmacy Services, Inc.

Range: 2016-01-01 to 2026-04-29

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Financial Statements

Grouped by statement

Income Statement

Metrics: 6

Revenue

Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	262741000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-03-31	275410000.0	+4.8%	USD	10-Q	2025-05-12
Quarterly	2024-06-30	300037000.0	+8.9%	USD	10-Q	2025-08-11
Quarterly	2024-09-30	314393000.0	+4.8%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	329308000.0	+4.7%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	344334000.0	+4.6%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	377427000.0	+9.6%	USD	10-Q	2025-11-10
Annual	2024-12-31	1228409000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	1448685000.0	+17.9%	USD	10-K	2026-03-11

Gross Profit

Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	52192000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-03-31	55101000.0	+5.6%	USD	10-Q	2025-05-12
Quarterly	2024-06-30	61288000.0	+11.2%	USD	10-Q	2025-08-11
Quarterly	2024-09-30	60878000.0	-0.7%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	64349000.0	+5.7%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	68146000.0	+5.9%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	74721000.0	+9.6%	USD	10-Q	2025-11-10
Annual	2024-12-31	244371000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	292718000.0	+19.8%	USD	10-K	2026-03-11

Operating Income

Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	-6330000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-03-31	7933000.0	+225.3%	USD	10-Q	2025-05-12
Quarterly	2024-06-30	17005000.0	+114.4%	USD	10-Q	2025-08-11
Quarterly	2024-09-30	-104613000.0	-715.2%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	13005000.0	+112.4%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	12580000.0	-3.3%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	16354000.0	+30.0%	USD	10-Q	2025-11-10
Annual	2024-12-31	-62920000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	72701000.0	+215.5%	USD	10-K	2026-03-11

Net Income

Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	-6995000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-03-31	7095000.0	+201.4%	USD	10-Q	2025-11-10
Quarterly	2024-06-30	15848000.0	+123.4%	USD	10-Q	2025-11-10
Quarterly	2024-09-30	-105817000.0	-767.7%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	9448000.0	+108.9%	USD	10-Q	2025-11-10
Quarterly	2025-06-30	9030000.0	-4.4%	USD	10-Q	2025-11-10
Quarterly	2025-09-30	9593000.0	+6.2%	USD	10-Q	2025-11-10
Annual	2024-12-31	-71033000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	48958000.0	+168.9%	USD	10-K	2026-03-11

EPS Basic

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

EPS Diluted

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Balance Sheet

Metrics: 9

Cash and Equivalents

Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	752000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-09-30	37221000.0	+4849.6%	USD	10-Q	2024-11-12
Quarterly	2024-12-31	4660000.0	-87.5%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	13999000.0	+200.4%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	18817000.0	+34.4%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	36487000.0	+93.9%	USD	10-Q	2025-11-10
Annual	2024-12-31	4660000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	65619000.0	+1308.1%	USD	10-K	2026-03-11

Accounts Receivable

Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	77262000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-09-30	90943000.0	+17.7%	USD	10-Q	2024-11-12
Quarterly	2024-12-31	97153000.0	+6.8%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	97409000.0	+0.3%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	94125000.0	-3.4%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	106185000.0	+12.8%	USD	10-Q	2025-11-10
Annual	2024-12-31	97153000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	101614000.0	+4.6%	USD	10-K	2026-03-11

Inventory

Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	36727000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-09-30	45216000.0	+23.1%	USD	10-Q	2024-11-12
Quarterly	2024-12-31	40550000.0	-10.3%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	43432000.0	+7.1%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	44158000.0	+1.7%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	47859000.0	+8.4%	USD	10-Q	2025-11-10
Annual	2024-12-31	40550000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	43359000.0	+6.9%	USD	10-K	2026-03-11

Current Assets

Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	129605000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-09-30	180265000.0	+39.1%	USD	10-Q	2024-11-12
Quarterly	2024-12-31	151985000.0	-15.7%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	166044000.0	+9.3%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	170461000.0	+2.7%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	198280000.0	+16.3%	USD	10-Q	2025-11-10
Annual	2024-12-31	151985000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	221634000.0	+45.8%	USD	10-K	2026-03-11

Total Assets

Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	271165000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-09-30	348027000.0	+28.3%	USD	10-Q	2024-11-12
Quarterly	2024-12-31	320810000.0	-7.8%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	333998000.0	+4.1%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	356334000.0	+6.7%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	390037000.0	+9.5%	USD	10-Q	2025-11-10
Annual	2024-12-31	320810000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	412658000.0	+28.6%	USD	10-K	2026-03-11

Current Liabilities

Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	138015000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-09-30	158318000.0	+14.7%	USD	10-Q	2024-11-12
Quarterly	2024-12-31	144121000.0	-9.0%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	145297000.0	+0.8%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	143993000.0	-0.9%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	161949000.0	+12.5%	USD	10-Q	2025-11-10
Annual	2024-12-31	144121000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	160703000.0	+11.5%	USD	10-K	2026-03-11

Total Liabilities

Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	211306000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-09-30	214131000.0	+1.3%	USD	10-Q	2024-11-12
Quarterly	2024-12-31	170834000.0	-20.2%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	170781000.0	-0.0%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	176663000.0	+3.4%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	194540000.0	+10.1%	USD	10-Q	2025-11-10
Annual	2024-12-31	170834000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	194734000.0	+14.0%	USD	10-K	2026-03-11

Stockholders' Equity

Q: 12 | A: 3

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2022-12-31	75929000.0	—	USD	10-Q	2024-11-12
Quarterly	2023-03-31	72717000.0	-4.2%	USD	10-Q	2024-11-12
Quarterly	2023-06-30	76779000.0	+5.6%	USD	10-Q	2024-11-12
Quarterly	2023-09-30	59699000.0	-22.2%	USD	10-Q	2024-11-12
Quarterly	2023-12-31	59859000.0	+0.3%	USD	10-Q	2025-11-10
Quarterly	2024-03-31	56573000.0	-5.5%	USD	10-Q	2025-11-10
Quarterly	2024-06-30	57213000.0	+1.1%	USD	10-Q	2025-11-10
Quarterly	2024-09-30	133896000.0	+134.0%	USD	10-Q	2025-11-10
Quarterly	2024-12-31	149976000.0	+12.0%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	163217000.0	+8.8%	USD	10-Q	2025-11-10
Quarterly	2025-06-30	179671000.0	+10.1%	USD	10-Q	2025-11-10
Quarterly	2025-09-30	195497000.0	+8.8%	USD	10-Q	2025-11-10
Annual	2023-12-31	59859000.0	—	USD	10-K	2026-03-11
Annual	2024-12-31	149976000.0	+150.5%	USD	10-K	2026-03-11
Annual	2025-12-31	217924000.0	+45.3%	USD	10-K	2026-03-11

Long-Term Debt

Q: 2 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	23000000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-09-30	34250000.0	+48.9%	USD	10-Q	2024-11-12
Annual	2024-12-31	0.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	0.0	—	USD	10-K	2026-03-11

Cash Flow

Metrics: 4

Operating Cash Flow

Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	56265000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-03-31	8654000.0	-84.6%	USD	10-Q	2025-05-12
Quarterly	2024-06-30	37787000.0	+336.6%	USD	10-Q	2025-08-11
Quarterly	2024-09-30	35623000.0	-5.7%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	17550000.0	-50.7%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	37486000.0	+113.6%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	65655000.0	+75.1%	USD	10-Q	2025-11-10
Annual	2024-12-31	57960000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	100255000.0	+73.0%	USD	10-K	2026-03-11

Investing Cash Flow

Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	-12294000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-03-31	-3598000.0	+70.7%	USD	10-Q	2025-05-12
Quarterly	2024-06-30	-16702000.0	-364.2%	USD	10-Q	2025-08-11
Quarterly	2024-09-30	-23783000.0	-42.4%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	-5545000.0	+76.7%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	-18549000.0	-234.5%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	-27515000.0	-48.3%	USD	10-Q	2025-11-10
Annual	2024-12-31	-30407000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	-32225000.0	-6.0%	USD	10-K	2026-03-11

Financing Cash Flow

Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	-43957000.0	—	USD	10-Q	2024-11-12
Quarterly	2024-03-31	-5634000.0	+87.2%	USD	10-Q	2025-05-12
Quarterly	2024-06-30	-20299000.0	-260.3%	USD	10-Q	2025-08-11
Quarterly	2024-09-30	24629000.0	+221.3%	USD	10-Q	2025-11-10
Quarterly	2025-03-31	-2666000.0	-110.8%	USD	10-Q	2025-05-12
Quarterly	2025-06-30	-4780000.0	-79.3%	USD	10-Q	2025-08-11
Quarterly	2025-09-30	-6313000.0	-32.1%	USD	10-Q	2025-11-10
Annual	2024-12-31	-23645000.0	—	USD	10-K	2026-03-11
Annual	2025-12-31	-7071000.0	+70.1%	USD	10-K	2026-03-11

Capital Expenditures

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Share Data

Metrics: 4

Shares Outstanding

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Shares Issued

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Weighted Avg Shares Basic

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Weighted Avg Shares Diluted

Q: 0 | A: 0

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed

Credit and Bond Coverage

Company-level

Long-Term Debt (latest annual)

Total Liabilities (latest annual)

194,734,000

Current Liabilities (latest annual)

160,703,000

Metrics

Metrics: 9

Asset Turnover

Efficiency Q: 4 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2024-09-30	0.9034	—	ratio	10-Q	2025-11-10
Quarterly	2025-03-31	0.9860	+9.1%	ratio	10-Q	2025-05-12
Quarterly	2025-06-30	0.9663	-2.0%	ratio	10-Q	2025-08-11
Quarterly	2025-09-30	0.9677	+0.1%	ratio	10-Q	2025-11-10
Annual	2024-12-31	3.8291	—	ratio	10-K	2026-03-11
Annual	2025-12-31	3.5106	-8.3%	ratio	10-K	2026-03-11

Current Ratio

Liquidity Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	0.9391	—	ratio	10-Q	2024-11-12
Quarterly	2024-09-30	1.1386	+21.3%	ratio	10-Q	2024-11-12
Quarterly	2024-12-31	1.0546	-7.4%	ratio	10-Q	2025-11-10
Quarterly	2025-03-31	1.1428	+8.4%	ratio	10-Q	2025-05-12
Quarterly	2025-06-30	1.1838	+3.6%	ratio	10-Q	2025-08-11
Quarterly	2025-09-30	1.2243	+3.4%	ratio	10-Q	2025-11-10
Annual	2024-12-31	1.0546	—	ratio	10-K	2026-03-11
Annual	2025-12-31	1.3792	+30.8%	ratio	10-K	2026-03-11

Debt to Equity

Leverage Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	3.5301	—	ratio	10-Q	2024-11-12
Quarterly	2024-09-30	1.5992	-54.7%	ratio	10-Q	2024-11-12
Quarterly	2024-12-31	1.1391	-28.8%	ratio	10-Q	2025-11-10
Quarterly	2025-03-31	1.0463	-8.1%	ratio	10-Q	2025-05-12
Quarterly	2025-06-30	0.9833	-6.0%	ratio	10-Q	2025-08-11
Quarterly	2025-09-30	0.9951	+1.2%	ratio	10-Q	2025-11-10
Annual	2024-12-31	1.1391	—	ratio	10-K	2026-03-11
Annual	2025-12-31	0.8936	-21.6%	ratio	10-K	2026-03-11

Gross Margin

Profitability Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	0.1986	—	ratio	10-Q	2024-11-12
Quarterly	2024-03-31	0.2001	+0.7%	ratio	10-Q	2025-05-12
Quarterly	2024-06-30	0.2043	+2.1%	ratio	10-Q	2025-08-11
Quarterly	2024-09-30	0.1936	-5.2%	ratio	10-Q	2025-11-10
Quarterly	2025-03-31	0.1954	+0.9%	ratio	10-Q	2025-05-12
Quarterly	2025-06-30	0.1979	+1.3%	ratio	10-Q	2025-08-11
Quarterly	2025-09-30	0.1980	+0.0%	ratio	10-Q	2025-11-10
Annual	2024-12-31	0.1989	—	ratio	10-K	2026-03-11
Annual	2025-12-31	0.2021	+1.6%	ratio	10-K	2026-03-11

Net Margin

Profitability Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	-0.0266	—	ratio	10-Q	2024-11-12
Quarterly	2024-03-31	0.0258	+196.8%	ratio	10-Q	2025-11-10
Quarterly	2024-06-30	0.0528	+105.0%	ratio	10-Q	2025-11-10
Quarterly	2024-09-30	-0.3366	-737.2%	ratio	10-Q	2025-11-10
Quarterly	2025-03-31	0.0287	+108.5%	ratio	10-Q	2025-11-10
Quarterly	2025-06-30	0.0262	-8.6%	ratio	10-Q	2025-11-10
Quarterly	2025-09-30	0.0254	-3.1%	ratio	10-Q	2025-11-10
Annual	2024-12-31	-0.0578	—	ratio	10-K	2026-03-11
Annual	2025-12-31	0.0338	+158.4%	ratio	10-K	2026-03-11

Operating Margin

Profitability Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	-0.0241	—	ratio	10-Q	2024-11-12
Quarterly	2024-03-31	0.0288	+219.6%	ratio	10-Q	2025-05-12
Quarterly	2024-06-30	0.0567	+96.8%	ratio	10-Q	2025-08-11
Quarterly	2024-09-30	-0.3327	-687.1%	ratio	10-Q	2025-11-10
Quarterly	2025-03-31	0.0395	+111.9%	ratio	10-Q	2025-05-12
Quarterly	2025-06-30	0.0365	-7.5%	ratio	10-Q	2025-08-11
Quarterly	2025-09-30	0.0433	+18.6%	ratio	10-Q	2025-11-10
Annual	2024-12-31	-0.0512	—	ratio	10-K	2026-03-11
Annual	2025-12-31	0.0502	+198.0%	ratio	10-K	2026-03-11

Quick Ratio

Liquidity Q: 6 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-12-31	0.0054	—	ratio	10-Q	2024-11-12
Quarterly	2024-09-30	0.2351	+4214.9%	ratio	10-Q	2024-11-12
Quarterly	2024-12-31	0.0323	-86.2%	ratio	10-Q	2025-11-10
Quarterly	2025-03-31	0.0963	+198.0%	ratio	10-Q	2025-05-12
Quarterly	2025-06-30	0.1307	+35.6%	ratio	10-Q	2025-08-11
Quarterly	2025-09-30	0.2253	+72.4%	ratio	10-Q	2025-11-10
Annual	2024-12-31	0.0323	—	ratio	10-K	2026-03-11
Annual	2025-12-31	0.4083	+1162.8%	ratio	10-K	2026-03-11

ROA

Profitability Q: 4 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2024-09-30	-0.3040	—	ratio	10-Q	2025-11-10
Quarterly	2025-03-31	0.0283	+109.3%	ratio	10-Q	2025-11-10
Quarterly	2025-06-30	0.0253	-10.4%	ratio	10-Q	2025-11-10
Quarterly	2025-09-30	0.0246	-2.9%	ratio	10-Q	2025-11-10
Annual	2024-12-31	-0.2214	—	ratio	10-K	2026-03-11
Annual	2025-12-31	0.1186	+153.6%	ratio	10-K	2026-03-11

ROE

Profitability Q: 7 | A: 2

Quarterly

Annual

Show Data Rows

Frequency	Period End	Value	% Chg	Unit	Form	Filed
Quarterly	2023-09-30	-0.1172	—	ratio	10-Q	2024-11-12
Quarterly	2024-03-31	0.1254	+207.0%	ratio	10-Q	2025-11-10
Quarterly	2024-06-30	0.2770	+120.9%	ratio	10-Q	2025-11-10
Quarterly	2024-09-30	-0.7903	-385.3%	ratio	10-Q	2025-11-10
Quarterly	2025-03-31	0.0579	+107.3%	ratio	10-Q	2025-11-10
Quarterly	2025-06-30	0.0503	-13.2%	ratio	10-Q	2025-11-10
Quarterly	2025-09-30	0.0491	-2.4%	ratio	10-Q	2025-11-10
Annual	2024-12-31	-0.4736	—	ratio	10-K	2026-03-11
Annual	2025-12-31	0.2247	+147.4%	ratio	10-K	2026-03-11

8-K Material Event Details

18 filings · 40 item records

This 8-K section tracks corporate event disclosures, not insider buy/sell sentiment. Insider trading direction is shown in the insider section below.

Event Type Distribution

Count per 8-K item

Insider Transaction History

21 transaction records

Net Insider Flow

Monthly open-market buy value minus open-market sell value

Monthly Insider Activity Mix

Share volume split between open-market trades, grants, and exercises

Transaction Value Timeline

Each circle = one priced transaction; size ∝ value X-axis date:

All Transactions

Date	Insider	Title	Type	Security	Shares	Price	Total Value	Post-Tx Shares
2026-03-28	Pharmacy Investors, LLC	—	Exercise / conversion M · derivative	Class B Common Stock	1,413,939	—	—	1,413,939
2026-03-28	Pharmacy Investors, LLC	—	Exercise / conversion M	Class A Common Stock	1,413,939	—	—	2,449,867
2026-03-20	Pharmacy Investors, LLC	—	Open-market sell S	Class A Common Stock	827,636	$29.68	$24,566,306	1,035,928
2026-03-01	Forbes Kendall	See Remarks	Equity grant / award A	Class A Common Stock	8,952	$0.00	$0	799,928
2026-02-11	Burke Fred	See Remarks	Equity grant / award A · derivative	Stock Option (right to buy)	75,000	$0.00	$0	75,000
2025-12-04	Burke Fred	See Remarks	Equity grant / award G	Class A Common Stock	200,000	$0.00	$0	1,511,845
2025-12-03	COSLER STEVEN D	—	Open-market buy P	Class A Common Stock	3,370	$29.61	$99,786	24,984
2025-09-27	Cardinal Equity Fund, L.P.	—	Exercise / conversion M · derivative	Class B Common Stock	471,057	—	—	942,114
2025-09-27	Cardinal Equity Fund, L.P.	—	Exercise / conversion M	Class A Common Stock	471,057	—	—	620,851
2025-09-27	Ackerman John	—	Exercise / conversion M · derivative	Class B Common Stock	471,057	—	—	942,114
2025-09-27	Ackerman John	—	Exercise / conversion M · derivative	Class B Common Stock	1,413,940	—	—	2,827,878
2025-09-27	Ackerman John	—	Exercise / conversion M	Class A Common Stock	471,057	—	—	620,851
2025-09-27	Ackerman John	—	Exercise / conversion M	Class A Common Stock	1,413,940	—	—	1,863,564
2025-05-28	Cardinal Equity Fund, L.P.	—	Open-market sell S	Class A Common Stock	50,305	$20.16	$1,014,149	149,794
2025-05-28	BINDLEY WILLIAM E	—	Open-market sell S	Class A Common Stock	651,454	$20.16	$13,133,313	1,939,817
2025-05-27	Cardinal Equity Fund, L.P.	—	Open-market sell S	Class A Common Stock	270,958	$20.16	$5,462,513	200,099
2025-05-27	BINDLEY WILLIAM E	—	Open-market sell S	Class A Common Stock	3,508,905	$20.16	$70,739,525	2,591,271
2025-05-09	COSLER STEVEN D	—	Equity grant / award A	Class A Common Stock	3,901	$0.00	$0	21,614
2025-02-05	Forbes Kendall	See Remarks	Equity grant / award A	Class A Common Stock	10,385	$0.00	$0	10,385
2024-11-19	COSLER STEVEN D	—	Open-market buy P	Class A Common Stock	7,000	$21.22	$148,540	17,713
2024-09-27	BINDLEY WILLIAM E	—	Equity grant / award A · derivative	Class B Common Stock	24,400,702	—	—	24,400,702

Regulatory Activity

Last 12 months to 2025-04-29

Insider Filings (Forms 3/4/5) — 12 months

Material Event Filings (8-K) — 12 months

8-K Material Event Filing Activity

Monthly count

Insider Trading Activity (Forms 3/4/5)

Monthly count