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Guardian Pharmacy Services, Inc. (GRDN)
USD40.26
+0.59 (+1.49%)
US NYSE Healthcare Medical - Distribution
Address
300 Galleria Parkway SE 30339
Atlanta, GA, US
Atlanta, GA, US
CEO
Fred Burke
Website
guardianpharmacy.com
IPO
2016-04-21
CIK 1802255 ISIN US40145W1018
Description
Guardian Pharmacy Services, Inc. operates as a pharmaceutical service provider, delivering an extensive array of tech-driven solutions. These services are specifically crafted to enhance the care of residents within long-term health care facilities (LTCFs) across the United States. The company specializes in offering personalized clinical assistance, efficient drug distribution, and comprehensive administrative support. These provisions are particularly beneficial for individuals in less acute long-term care environments, such as assisted living communities, behavioral health centers, and group homes. To bolster its operations, the company offers Guardian Compass, a platform that generates insightful dashboards from its extensive data warehouse. This tool enables its network of local pharmacies to effectively strategize, monitor performance, and refine their business processes. Furthermore, Guardian Pharmacy Services develops dedicated GuardianShield Programs for LTCFs. The company was established in 2003 and is based in Atlanta, Georgia.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD40.26
+0.59 (+1.49%)
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Volume Profile
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Liquidity & share structure
Average Volume
440.8K
Beta
0.05
Float Shares
51.13M
Free Float %
80.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.22% | +0.88% | -8.94% | +7.54% | +13.00% | +18.48% | +38.93% | +122.81% | +122.81% | +122.81% | +122.81% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (3 ratings, all time)
Buy
Price Targets & DCF
Current price
40.26
Low
36.00
-10.6%
Consensus
38.00
-5.6%
Median
38.00
-5.6%
High
40.00
-0.6%
DCF (Unlevered)
29.53
-26.6%
DCF (Levered)
70.63
+75.4%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 5 | +1 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
39.00
-3.1%
|
| Last Year | 7 |
33.71
-16.3%
|
| All Time | 7 |
33.71
-16.3%
|
Quality scores
Altman Z-Score
11.58
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Distribution: +5.6%+17.9% ★ Q1'26: +2.2% (vs Q1'25)
-
EPS growth Medical - Distribution: +4.9%+144.1% ★ Q1'26: +40.0% (vs Q1'25)
-
FCF margin FCF growth · Medical - Distribution: +37.6%+5.0% Q1'26: +0.3% (vs Q1'25)
-
EBIT margin Medical - Distribution: +3.0%+6.1% ★ Q1'26: +5.3% (vs Q1'25)
-
ROIC Medical - Distribution: +5.7%+31.3% ★ Q1'26: +25.6% (vs Q1'25)
-
Share dilution Medical - Distribution: +0.0%+2.1% Q1'26: +1.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Distribution: 0.87×0.33× ★ Q1'26: 0.52× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
1.23B
est: 1.22B (+0.4%)
|
1.45B
est: 1.44B (+0.6%)
|
1.41B
1.40B – 1.42B
-1.8% YoY
|
1.52B
1.49B – 1.54B
+7.7% YoY
|
1.69B
1.69B – 1.69B
+11.0% YoY
|
| EBITDA |
-43.43M
est: 56.59M (-176.7%)
|
111.25M
est: 66.66M (+66.9%)
|
65.42M
64.60M – 65.89M
-1.8% YoY
|
70.44M
69.06M – 71.36M
+7.7% YoY
|
78.19M
78.19M – 78.19M
+11.0% YoY
|
| EBIT |
-63.20M
est: 35.06M (-280.3%)
|
88.91M
est: 41.29M (+115.3%)
|
40.53M
40.02M – 40.81M
-1.8% YoY
|
43.63M
42.78M – 44.20M
+7.7% YoY
|
48.43M
48.43M – 48.43M
+11.0% YoY
|
| Net Income |
-87.29M
est: 12.23M (-814.0%)
|
49.22M
est: 61.88M (-20.5%)
|
79.44M
77.84M – 81.03M
+28.4% YoY
|
86.93M
84.07M – 89.80M
+9.4% YoY
|
84.88M
83.63M – 110.77M
-2.4% YoY
|
| SGA |
307.29M
est: 214.01M (+43.6%)
|
220.02M
est: 252.08M (-12.7%)
|
247.41M
244.30M – 249.17M
-1.8% YoY
|
266.38M
261.16M – 269.86M
+7.7% YoY
|
295.68M
295.68M – 295.68M
+11.0% YoY
|
| EPS |
-1.77
est: 0.19 (-1,015.5%)
|
0.79
est: 0.98 (-19.6%)
|
1.26
1.23 – 1.28
+28.2% YoY
|
1.36
1.33 – 1.42
+7.8% YoY
|
1.51
1.32 – 1.75
+10.9% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
81.32M
OE per share TTM
1.28
Owner's Yield
3.51%
Maintenance CapEx ratio
34.18%
Maint CapEx / Avg PPE
6.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
19
Total invested
32.01M
Insider transactions (90d)
0
Beneficial owners (>5%)
14
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Brown Advisory Incorporated ("BAI") | 956.6K | 10.40% | 950.8K | — | — | — | HC | Brown Advisory Incorporated is a Maryland Corporation. | 2024-12-06 | ↗ |
| 2 | Brown Advisory LLC (BALLC) | 942.2K | 10.20% | 936.4K | — | — | — | IA | Brown Advisory LLC is a Maryland Limited Liability Corporation. | 2024-12-06 | ↗ |
| 3 | Woodline Partners LP | 568.1K | 6.20% | 568.1K | — | 568.1K | — | IA | Delaware | 2024-11-14 | ↗ |
| 4 | Ophir Global Opportunities Fund | 559.6K | 6.99% | 559.6K | — | 559.6K | — | OO | Australia | 2024-10-08 | ↗ |
| 5 | Wellington Group Holdings LLP | 500.0K | 5.43% | — | 358.2K | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 6 | Wellington Investment Advisors Holdings LLP | 500.0K | 5.43% | — | 358.2K | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 7 | Wellington Management Group LLP | 500.0K | 5.43% | — | 358.2K | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 8 | Wellington Management Company LLP | 485.2K | 5.27% | — | 343.4K | — | — | IA | Massachusetts | 2024-11-08 | ↗ |
| 9 | Alyeska Fund GP, LLC | 428.6K | 5.40% | — | 428.6K | — | — | OO | Delaware | 2024-11-14 | ↗ |
| 10 | Alyeska Investment Group, L.P. | 428.6K | 5.40% | — | 428.6K | — | — | IA | Delaware | 2024-11-14 | ↗ |
| 11 | Anand Parekh | 428.6K | 5.40% | — | 428.6K | — | — | IN | Delaware | 2024-11-14 | ↗ |
| 12 | TIAA-CREF Investment Management, LLC | 344.2K | 3.74% | 344.2K | — | 344.2K | — | IA | Delaware | 2024-11-14 | ↗ |
| 13 | Nuveen Asset Management, LLC 27-4357327 | 187.4K | 2.04% | 187.4K | — | 187.4K | — | IA | — | 2024-11-14 | ↗ |
| 14 | Brown Investment Advisory & Trust Company ("BIATC") | 14.4K | 0.20% | 14.4K | — | — | — | BK | Brown Investment Advisory & Trust Company is a Maryland Trust Company. | 2024-12-06 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
19
-110 vs prev Q
New positions
6
Closed positions
116
Increased
10
Reduced
3
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 1.74M +194.8K (+12.6%) | 52.44M +11.8M (+29.2%) | 2.81% +0.311 pp | 0.00% +0.000 pp | USD23.79 +26.5% | 5 qtrs — |
| 2 | BROWN ADVISORY INC | 1.64M -122.0K (-6.9%) | 49.26M +3.1M (+6.8%) | 2.64% -0.200 pp | 0.07% +0.009 pp | USD20.57 +46.3% | 5 qtrs — |
| 3 | VANGUARD GROUP INC | 1.35M +298.4K (+28.3%) | 40.73M +13.1M (+47.2%) | 2.18% +0.478 pp | 0.00% +0.000 pp | USD23.11 +30.2% | 5 qtrs — |
| 4 | VALIANT CAPITAL MANAGEMENT, L.P. | 1.23M +167.7K (+15.8%) | 37.08M +9.2M (+32.8%) | 1.98% +0.268 pp | 2.10% +0.176 pp | USD26.76 +12.4% | 2 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 1.12M -20.6K (-1.8%) | 33.80M +3.8M (+12.7%) | 1.81% -0.036 pp | 0.01% +0.001 pp | USD19.86 +51.5% | 6 qtrs — |
| 6 | BOSTON PARTNERS | 1.05M +7.8K (+0.7%) | 32.00M +5.1M (+18.8%) | 1.70% +0.010 pp | 0.03% +0.006 pp | USD25.32 +18.8% | 3 qtrs — |
| 7 | WOODLINE PARTNERS LP | 1.05M +— (+0.0%) | 31.71M +4.1M (+14.7%) | 1.70% -0.002 pp | 0.12% -0.007 pp | USD19.54 +54.0% | 6 qtrs — |
| 8 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 1.05M +188.0K (+21.9%) | 31.54M +9.0M (+39.8%) | 1.69% +0.301 pp | 0.48% +0.152 pp | USD23.10 +30.3% | 3 qtrs — |
| 9 | FRANKLIN RESOURCES INC | 991.4K -64.9K (-6.1%) | 29.83M +2.1M (+7.7%) | 1.60% -0.107 pp | 0.01% +0.000 pp | USD19.52 +54.1% | 6 qtrs — |
| 10 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 772.6K -82.8K (-9.7%) | 23.25M +811.5K (+3.6%) | 1.24% -0.135 pp | 0.16% +0.011 pp | USD21.31 +41.2% | 3 qtrs — |
| 11 | NUVEEN, LLC | 642.4K +76.0K (+13.4%) | 19.33M +4.5M (+30.1%) | 1.03% +0.121 pp | 0.01% +0.001 pp | USD22.42 +34.2% | 4 qtrs — |
| 12 | LOOMIS SAYLES & CO L P | 635.6K +635.6K (+100.0%) | 19.13M +19.1M (+100.0%) | 1.02% +1.023 pp | 0.02% +0.023 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 13 | ARISTOTLE CAPITAL BOSTON, LLC | 589.0K -60.4K (-9.3%) | 17.72M +688.0K (+4.0%) | 0.95% -0.099 pp | 0.97% +0.095 pp | USD23.13 +30.1% | 3 qtrs — |
| 14 | DRIEHAUS CAPITAL MANAGEMENT LLC | 506.5K -17.5K (-3.3%) | 15.24M +1.5M (+10.9%) | 0.82% -0.029 pp | 0.10% +0.005 pp | USD18.96 +58.7% | 6 qtrs — |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 490.8K +46.7K (+10.5%) | 14.77M +3.1M (+26.8%) | 0.79% +0.074 pp | 0.00% +0.000 pp | USD22.79 +32.0% | 5 qtrs — |
| 16 | STATE STREET CORP | 460.6K +51.9K (+12.7%) | 13.86M +3.1M (+29.3%) | 0.74% +0.083 pp | 0.00% +0.000 pp | USD23.62 +27.4% | 5 qtrs — |
| 17 | SEI INVESTMENTS CO | 255.0K +23.4K (+10.1%) | 7.67M +1.6M (+26.3%) | 0.41% +0.037 pp | 0.01% +0.001 pp | USD22.11 +36.1% | 6 qtrs — |
| 18 | NORTHERN TRUST CORP | 238.1K +71.1K (+42.6%) | 7.16M +2.8M (+63.5%) | 0.38% +0.114 pp | 0.00% +0.000 pp | USD24.81 +21.3% | 5 qtrs — |
| 19 | PEREGRINE CAPITAL MANAGEMENT LLC | 221.1K -11.0K (-4.7%) | 6.65M +565.9K (+9.3%) | 0.36% -0.018 pp | 0.20% +0.021 pp | USD19.47 +54.5% | 6 qtrs — |
| 20 | CLEARBRIDGE INVESTMENTS, LLC | 209.3K -73.6K (-26.0%) | 6.30M -1.1M (-15.1%) | 0.34% -0.119 pp | 0.01% -0.001 pp | USD16.80 +79.1% | 6 qtrs — |
| 21 | ROYCE & ASSOCIATES LP | 186.1K -82.0K (-30.6%) | 5.60M -1.4M (-20.4%) | 0.30% -0.133 pp | 0.06% -0.013 pp | USD19.84 +51.7% | 6 qtrs — |
| 22 | LAZARD ASSET MANAGEMENT LLC | 167.7K -83.1K (-33.1%) | 5.05M -1.5M (-23.3%) | 0.27% -0.134 pp | 0.01% 0.000 pp | USD18.42 +63.4% | 6 qtrs — |
| 23 | RANGER INVESTMENT MANAGEMENT, L.P. | 167.7K +167.7K (+100.0%) | 5.05M +5.0M (+100.0%) | 0.27% +0.270 pp | 0.35% +0.346 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 24 | MILLENNIUM MANAGEMENT LLC | 167.5K -174.5K (-51.0%) | 5.04M -3.9M (-43.8%) | 0.27% -0.282 pp | 0.00% -0.002 pp | USD25.63 +17.4% | 6 qtrs — |
| 25 | TWO SIGMA INVESTMENTS, LP | 149.5K -27.2K (-15.4%) | 4.50M -136.5K (-2.9%) | 0.24% -0.044 pp | 0.01% -0.001 pp | USD24.04 +25.2% | 3 qtrs — |
| 26 | MORGAN STANLEY | 146.3K -12.6K (-7.9%) | 4.40M +233.4K (+5.6%) | 0.24% -0.021 pp | 0.00% +0.000 pp | USD25.10 +19.9% | 6 qtrs — |
| 27 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 143.6K -61.4K (-29.9%) | 4.24M -1.1M (-21.1%) | 0.23% -0.099 pp | 0.01% -0.002 pp | USD16.82 +78.9% | 6 qtrs — |
| 28 | GOLDMAN SACHS GROUP INC | 140.2K +6.1K (+4.6%) | 4.22M +701.3K (+19.9%) | 0.23% +0.010 pp | 0.00% +0.000 pp | USD25.58 +17.6% | 6 qtrs — |
| 29 | RENAISSANCE TECHNOLOGIES LLC | 121.6K -25.0K (-17.1%) | 3.66M -186.4K (-4.8%) | 0.20% -0.041 pp | 0.01% +0.001 pp | USD24.74 +21.6% | 5 qtrs — |
| 30 | ACADIAN ASSET MANAGEMENT LLC | 117.4K +117.4K (+100.0%) | 3.52M +3.5M (+100.0%) | 0.19% +0.189 pp | 0.01% +0.006 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 31 | CSM ADVISORS, LLC | 116.1K -19.6K (-14.4%) | 3.49M -67.0K (-1.9%) | 0.19% -0.032 pp | 0.09% -0.005 pp | USD22.74 +32.3% | 3 qtrs — |
| 32 | JENNISON ASSOCIATES LLC | 116.0K +116.0K (+100.0%) | 3.49M +3.5M (+100.0%) | 0.19% +0.187 pp | 0.00% +0.002 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 101.3K +40.8K (+67.5%) | 3.05M +1.5M (+92.1%) | 0.16% +0.066 pp | 0.00% +0.000 pp | USD25.63 +17.4% | 5 qtrs — |
| 34 | J. GOLDMAN & CO LP | 101.1K -555.7K (-84.6%) | 3.04M -14.2M (-82.3%) | 0.16% -0.896 pp | 0.08% -0.353 pp | USD19.40 +55.1% | 6 qtrs — |
| 35 | SEVEN GRAND MANAGERS, LLC | 100.0K +— (+0.0%) | 3.01M +386.0K (+14.7%) | 0.16% 0.000 pp | 0.23% +0.016 pp | USD19.05 +58.0% | 6 qtrs — |
| 36 | TREXQUANT INVESTMENT LP | 91.2K +65.0K (+247.8%) | 2.74M +2.1M (+299.0%) | 0.15% +0.105 pp | 0.02% +0.017 pp | USD28.98 +3.8% | 2 qtrs — |
| 37 | RUSSELL INVESTMENTS GROUP, LTD. | 91.1K +59.3K (+186.6%) | 2.74M +1.9M (+228.7%) | 0.15% +0.095 pp | 0.00% +0.002 pp | USD26.53 +13.4% | 6 qtrs — |
| 38 | D. E. SHAW & CO., INC. | 86.5K +40.0K (+85.9%) | 2.60M +1.4M (+113.2%) | 0.14% +0.064 pp | 0.00% +0.001 pp | USD28.01 +7.4% | 2 qtrs — |
| 39 | DIMENSIONAL FUND ADVISORS LP | 69.5K +69.5K (+100.0%) | 2.09M +2.1M (+100.0%) | 0.11% +0.112 pp | 0.00% +0.000 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 40 | STERLING CAPITAL MANAGEMENT LLC | 69.0K -2.2K (-3.0%) | 2.08M +209.8K (+11.2%) | 0.11% -0.004 pp | 0.03% +0.006 pp | USD22.49 +33.8% | 5 qtrs — |
| 41 | BANK OF AMERICA CORP /DE/ | 68.8K -137.3K (-66.6%) | 2.07M -3.3M (-61.7%) | 0.11% -0.222 pp | 0.00% 0.000 pp | USD24.07 +25.0% | 6 qtrs — |
| 42 | BANK OF NEW YORK MELLON CORP | 67.3K +23.5K (+53.8%) | 2.02M +877.0K (+76.5%) | 0.11% +0.038 pp | 0.00% +0.000 pp | USD25.24 +19.2% | 5 qtrs — |
| 43 | ENGINEERS GATE MANAGER LP | 57.9K +16.1K (+38.5%) | 1.74M +645.6K (+58.9%) | 0.09% +0.026 pp | 0.02% +0.008 pp | USD24.38 +23.4% | 3 qtrs — |
| 44 | GHISALLO CAPITAL MANAGEMENT LLC | 50.0K -50.0K (-50.0%) | 1.50M -1.1M (-42.6%) | 0.08% -0.081 pp | 0.07% -0.019 pp | USD19.06 +57.9% | 6 qtrs — |
| 45 | QUBE RESEARCH & TECHNOLOGIES LTD | 48.5K -47.8K (-49.7%) | 1.46M -1.1M (-42.3%) | 0.08% -0.077 pp | 0.00% -0.001 pp | USD26.23 +14.7% | 2 qtrs — |
| 46 | JANUS HENDERSON GROUP PLC | 46.7K +38.7K (+483.4%) | 1.40M +1.2M (+569.1%) | 0.08% +0.062 pp | 0.00% +0.001 pp | USD29.43 +2.2% | 2 qtrs — |
| 47 | KORNITZER CAPITAL MANAGEMENT INC /KS | 46.2K -3.8K (-7.6%) | 1.39M +78.5K (+6.0%) | 0.07% -0.006 pp | 0.03% +0.003 pp | USD21.31 +41.2% | 3 qtrs — |
| 48 | GLOBEFLEX CAPITAL L P | 44.4K +44.4K (+100.0%) | 1.33M +1.3M (+100.0%) | 0.07% +0.071 pp | 0.20% +0.204 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 49 | HUDSON BAY CAPITAL MANAGEMENT LP | 40.0K +40.0K (+100.0%) | 1.20M +1.2M (+100.0%) | 0.06% +0.064 pp | 0.00% +0.004 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 50 | SWISS NATIONAL BANK | 39.3K +1.9K (+5.1%) | 1.18M +201.5K (+20.5%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD22.35 +34.6% | 3 qtrs — |
| 51 | BARCLAYS PLC | 35.2K +16.7K (+90.2%) | 1.06M +747.9K (+240.6%) | 0.06% +0.027 pp | 0.00% +0.000 pp | USD24.66 +22.0% | 6 qtrs — |
| 52 | GREAT LAKES ADVISORS, LLC | 33.6K +33.6K (+100.0%) | 1.01M +1.0M (+100.0%) | 0.05% +0.054 pp | 0.01% +0.008 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 53 | OCCUDO QUANTITATIVE STRATEGIES LP | 31.3K +15.2K (+94.8%) | 940.8K +519.9K (+123.5%) | 0.05% +0.025 pp | 0.06% +0.012 pp | USD25.25 +19.2% | 5 qtrs — |
| 54 | CREDIT AGRICOLE S A | 30.0K +30.0K (+100.0%) | 902.7K +902.7K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.002 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 55 | RHUMBLINE ADVISERS | 25.2K +4.1K (+19.2%) | 756.8K +203.5K (+36.8%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD23.38 +28.7% | 5 qtrs — |
| 56 | WELLS FARGO & COMPANY/MN | 24.7K +12.7K (+105.5%) | 742.5K +427.6K (+135.8%) | 0.04% +0.020 pp | 0.00% +0.000 pp | USD26.43 +13.8% | 6 qtrs — |
| 57 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 21.3K +21.3K (+100.0%) | 641.5K +641.5K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.000 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 58 | LEGAL & GENERAL GROUP PLC | 21.1K +3.3K (+18.4%) | 633.7K +167.0K (+35.8%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD23.31 +29.1% | 5 qtrs — |
| 59 | JPMORGAN CHASE & CO | 20.3K +12.4K (+156.7%) | 610.0K +402.8K (+194.4%) | 0.03% +0.020 pp | 0.00% +0.000 pp | USD26.93 +11.7% | 5 qtrs — |
| 60 | DEUTSCHE BANK AG\ | 20.0K +4.1K (+25.4%) | 601.7K +183.4K (+43.8%) | 0.03% +0.007 pp | 0.00% +0.000 pp | USD23.77 +26.6% | 5 qtrs — |
| 61 | BALYASNY ASSET MANAGEMENT L.P. | 19.0K +19.0K (+100.0%) | 572.7K +572.7K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.001 pp | USD30.09 +0.0% | 6 qtrs — |
| 62 | SG AMERICAS SECURITIES, LLC | 19.0K +13.9K (+274.9%) | 572.0K +439.0K (+330.1%) | 0.03% +0.022 pp | 0.00% +0.000 pp | USD29.06 +3.5% | 2 qtrs — |
| 63 | UBS GROUP AG | 18.1K -18.7K (-50.8%) | 544.5K -419.7K (-43.5%) | 0.03% -0.030 pp | 0.00% 0.000 pp | USD21.20 +41.9% | 5 qtrs — |
| 64 | ALLIANCEBERNSTEIN L.P. | 18.0K +3.7K (+25.9%) | 541.6K +166.5K (+44.4%) | 0.03% +0.006 pp | 0.00% +0.000 pp | USD24.32 +23.7% | 3 qtrs — |
| 65 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18.0K +593.0 (+3.4%) | 541.1K +85.0K (+18.6%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD21.57 +39.5% | 5 qtrs — |
| 66 | QUANTBOT TECHNOLOGIES LP | 16.9K -16.6K (-49.5%) | 509.2K -369.2K (-42.0%) | 0.03% -0.027 pp | 0.02% -0.007 pp | USD24.75 +21.6% | 5 qtrs — |
| 67 | SCHONFELD STRATEGIC ADVISORS LLC | 16.8K +8.7K (+108.4%) | 504.3K +293.4K (+139.1%) | 0.03% +0.014 pp | 0.00% +0.001 pp | USD28.24 +6.6% | 2 qtrs — |
| 68 | LPL FINANCIAL LLC | 16.5K -2.5K (-13.0%) | 496.4K -948.0 (-0.2%) | 0.03% -0.004 pp | 0.00% +0.000 pp | USD17.63 +70.7% | 6 qtrs — |
| 69 | PREMIER FUND MANAGERS LTD | 15.0K +— (+0.0%) | 451.0K +61.0K (+15.6%) | 0.02% +0.000 pp | 0.03% +0.010 pp | USD21.26 +41.5% | 4 qtrs — |
| 70 | VOLEON CAPITAL MANAGEMENT LP | 14.9K -11.5K (-43.6%) | 447.7K -243.8K (-35.3%) | 0.02% -0.019 pp | 0.01% -0.007 pp | USD26.23 +14.7% | 2 qtrs — |
| 71 | STATE OF WYOMING | 14.7K +9.5K (+180.1%) | 443.2K +305.3K (+221.3%) | 0.02% +0.015 pp | 0.05% +0.033 pp | USD27.80 +8.2% | 3 qtrs — |
| 72 | JACKSON CREEK INVESTMENT ADVISORS LLC | 14.6K +14.6K (+100.0%) | 439.0K +439.0K (+100.0%) | 0.02% +0.024 pp | 0.13% +0.130 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 73 | TWO SIGMA ADVISERS, LP | 14.3K +300.0 (+2.1%) | 430.3K +63.1K (+17.2%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD26.31 +14.4% | 2 qtrs — |
| 74 | INVESCO LTD. | 14.2K +3.7K (+35.6%) | 426.5K +152.2K (+55.5%) | 0.02% +0.006 pp | 0.00% +0.000 pp | USD27.24 +10.5% | 2 qtrs — |
| 75 | LOS ANGELES CAPITAL MANAGEMENT LLC | 14.6K +— (+0.0%) | 413.9K +30.5K (+8.0%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD21.31 +41.2% | 3 qtrs — |
| 76 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 13.4K +13.4K (+100.0%) | 403.6K +403.6K (+100.0%) | 0.02% +0.022 pp | 0.01% +0.012 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 77 | GOTHAM ASSET MANAGEMENT, LLC | 12.7K +12.7K (+100.0%) | 380.7K +380.7K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.001 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 78 | CANADA PENSION PLAN INVESTMENT BOARD | 11.9K +11.9K (+100.0%) | 358.1K +358.1K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.000 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 79 | PRICE T ROWE ASSOCIATES INC /MD/ | 11.9K +1.4K (+13.4%) | 358.0K +83.0K (+30.2%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD26.69 +12.7% | 2 qtrs — |
| 80 | METLIFE INVESTMENT MANAGEMENT, LLC | 11.9K +109.0 (+0.9%) | 356.6K +48.6K (+15.8%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD22.45 +34.0% | 5 qtrs — |
| 81 | ROUND ROCK ADVISORS, LLC | 11.8K +11.8K (+100.0%) | 354.9K +354.9K (+100.0%) | 0.02% +0.019 pp | 0.05% +0.053 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 82 | CITIGROUP INC | 11.7K +9.3K (+382.5%) | 351.4K +287.9K (+453.5%) | 0.02% +0.015 pp | 0.00% +0.000 pp | USD28.05 +7.3% | 5 qtrs — |
| 83 | XTX TOPCO LTD | 11.6K +11.6K (+100.0%) | 348.0K +348.0K (+100.0%) | 0.02% +0.019 pp | 0.01% +0.009 pp | USD30.09 +0.0% | 3 qtrs — |
| 84 | UBS ASSET MANAGEMENT AMERICAS INC | 11.6K +62.0 (+0.5%) | 347.6K +46.2K (+15.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD26.25 +14.6% | 2 qtrs — |
| 85 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 11.1K +11.1K (+100.0%) | 333.1K +333.1K (+100.0%) | 0.02% +0.018 pp | 0.01% +0.005 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 86 | OXFORD ASSET MANAGEMENT LLP | 11.0K +11.0K (+100.0%) | 330.2K +330.2K (+100.0%) | 0.02% +0.018 pp | 0.13% +0.134 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 87 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.5K +10.5K (+100.0%) | 314.8K +314.8K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD30.09 +0.0% | 4 qtrs — |
| 88 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 10.4K +1.4K (+14.9%) | 313.9K +75.7K (+31.8%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD22.95 +31.1% | 5 qtrs — |
| 89 | GRAHAM CAPITAL MANAGEMENT, L.P. | 10.0K +10.0K (+100.0%) | 299.7K +299.7K (+100.0%) | 0.02% +0.016 pp | 0.01% +0.007 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 90 | NEW YORK STATE COMMON RETIREMENT FUND | 7.9K +4.2K (+113.5%) | 237.7K +140.7K (+144.9%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD24.50 +22.8% | 6 qtrs — |
| 91 | ENTRYPOINT CAPITAL, LLC | 7.6K +7.6K (+100.0%) | 229.8K +229.8K (+100.0%) | 0.01% +0.012 pp | 0.09% +0.090 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 92 | INTECH INVESTMENT MANAGEMENT LLC | 7.4K +7.4K (+100.0%) | 223.1K +223.1K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.002 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 93 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7.1K +7.1K (+100.0%) | 212.4K +212.4K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.000 pp | USD30.09 +0.0% | 1 qtrs NEW |
| 94 | BNP PARIBAS ARBITRAGE, SNC | 6.9K -57.7K (-89.3%) | 208.9K -1.5M (-87.7%) | 0.01% -0.093 pp | 0.00% -0.001 pp | USD26.14 +15.1% | 5 qtrs — |
| 95 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 6.8K +2.4K (+54.5%) | 204.6K +89.2K (+77.3%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD27.59 +9.1% | 2 qtrs — |
| 96 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 6.1K +1.0K (+20.4%) | 182.6K +50.4K (+38.1%) | 0.01% +0.002 pp | 0.00% +0.001 pp | USD24.89 +20.9% | 4 qtrs — |
| 97 | KLP KAPITALFORVALTNING AS | 4.3K +800.0 (+22.9%) | 129.4K +37.6K (+40.9%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD22.94 +31.2% | 3 qtrs — |
| 98 | MEEDER ASSET MANAGEMENT INC | 4.1K +— (+0.0%) | 124.7K +16.0K (+14.7%) | 0.01% +0.000 pp | 0.01% +0.001 pp | USD21.26 +41.5% | 4 qtrs — |
| 99 | PARKSIDE FINANCIAL BANK & TRUST | 3.2K -12.0 (-0.4%) | 97.4K +12.2K (+14.3%) | 0.01% +0.000 pp | 0.01% +0.001 pp | USD23.34 +28.9% | 3 qtrs — |
| 100 | COMPASS FINANCIAL SERVICES INC | 2.8K +— (+0.0%) | 85.7K +11.0K (+14.7%) | 0.00% +0.000 pp | 0.04% +0.004 pp | USD20.26 +48.5% | 5 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 95 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Health Care Services ETF XHS | 1.57% | 3.20M | 0.35% |
| 2 | Invesco Dorsey Wright Healthcare Momentum ETF PTH | 0.80% | 1.35M | 0.72% |
| 3 | First Trust US Equity Opportunities ETF FPX | 0.44% | 6.96M | 0.57% |
| 4 | Acuitas Small Cap Active ETF AIMS | 0.39% | 289.2K | 0.75% |
| 5 | Invesco Dorsey Wright SmallCap Momentum ETF DWAS | 0.35% | 1.64M | 0.60% |
| 6 | First Trust Small Cap Core AlphaDEX Fund FYX | 0.25% | 3.39M | 0.58% |
| 7 | First Trust US Equity Opportunities UCITS ETF FPX.L | 0.23% | 41.9K | 0.65% |
| 8 | First Trust Active Factor Small Cap ETF AFSM | 0.23% | 255.2K | 0.75% |
| 9 | Hartford Multifactor Small Cap ETF ROSC | 0.21% | 128.8K | 0.34% |
| 10 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.19% | 1.13M | 0.29% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
192.9K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+192,904
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | Weir Robert | Officer | — | — | Stock Option (right to buy) | 25,000 | 34.59 | 864.8K | 0 | D | ↗ |
| 2026-04-01 | Tuch Jeffrey | Officer | — | — | Stock Option (right to buy) | 25,000 | 34.59 | 864.8K | 0 | D | ↗ |
| 2026-04-01 | Towns Douglas | Officer | — | — | Stock Option (right to buy) | 25,000 | 34.59 | 864.8K | 0 | D | ↗ |
| 2026-04-01 | Mudd William Franklin | Officer | — | — | Class B Common Stock | 38,282 | 0.00 | — | 0 | D | ↗ |
| 2026-04-01 | Martin David Norman | Officer | — | — | Class B Common Stock | 39,865 | 0.00 | — | 0 | D | ↗ |
| 2026-04-01 | Eakins Richard | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 98,878 | D | ↗ |
| 2026-04-01 | Crisafulli Chris | Officer | — | — | Class B Common Stock | 18,931 | 0.00 | — | 0 | D | ↗ |
| 2026-03-28 | Salentine Thomas J Jr | Director / 10% Owner | M-Exempt | D | Class B Common Stock | 6,100,175 | 0.00 | — | 6,100,175 | I | ↗ |
| 2026-03-28 | Pharmacy Investors, LLC | 10% Owner | M-Exempt | D | Class B Common Stock | 1,413,939 | 0.00 | — | 1,413,939 | D | ↗ |
| 2026-03-28 | Morris David K | Director / Officer | M-Exempt | D | Class B Common Stock | 641,869 | 0.00 | — | 641,870 | D | ↗ |
| 2026-03-28 | Forbes Kendall | Officer | M-Exempt | D | Class B Common Stock | 608,570 | 0.00 | — | 608,570 | D | ↗ |
| 2026-03-28 | Cardinal Equity Fund, L.P. | 10% Owner | M-Exempt | D | Class B Common Stock | 471,057 | 0.00 | — | 471,057 | D | ↗ |
| 2026-03-28 | Burke Fred | Director / Officer | M-Exempt | D | Class B Common Stock | 1,298,826 | 0.00 | — | 1,298,825 | D | ↗ |
| 2026-03-28 | Bindley Capital Partners I, LLC | 10% Owner | M-Exempt | A | Class A Common Stock | 6,100,175 | 0.00 | — | 10,569,491 | D | ↗ |
| 2026-03-28 | BINDLEY WILLIAM E | Director / 10% Owner | M-Exempt | D | Class B Common Stock | 6,100,175 | 0.00 | — | 6,100,175 | I | ↗ |
| 2026-03-28 | Ackerman John | Director | M-Exempt | D | Class B Common Stock | 471,057 | 0.00 | — | 471,057 | I | ↗ |
| 2026-03-20 | Salentine Thomas J Jr | Director / 10% Owner | S-Sale | D | Class A Common Stock | 3,570,677 | 29.68 | 105.99M | 4,469,316 | I | ↗ |
| 2026-03-20 | Pharmacy Investors, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 827,636 | 29.68 | 24.57M | 1,035,928 | D | ↗ |
| 2026-03-20 | Morris David K | Director / Officer | S-Sale | D | Class A Common Stock | 187,855 | 29.68 | 5.58M | 254,472 | D | ↗ |
| 2026-03-20 | Forbes Kendall | Officer | S-Sale | D | Class A Common Stock | 346,672 | 29.68 | 10.29M | 453,256 | D | ↗ |
| 2026-03-20 | Cardinal Equity Fund, L.P. | 10% Owner | S-Sale | D | Class A Common Stock | 275,728 | 29.68 | 8.18M | 345,123 | D | ↗ |
| 2026-03-20 | Burke Fred | Director / Officer | S-Sale | D | Class A Common Stock | 671,432 | 29.68 | 19.93M | 840,413 | D | ↗ |
| 2026-03-20 | Bindley Capital Partners I, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 3,570,677 | 29.68 | 105.99M | 4,469,316 | D | ↗ |
| 2026-03-20 | BINDLEY WILLIAM E | Director / 10% Owner | S-Sale | D | Class A Common Stock | 3,570,677 | 29.68 | 105.99M | 4,469,316 | I | ↗ |
| 2026-03-20 | Ackerman John | Director | S-Sale | D | Class A Common Stock | 275,728 | 29.68 | 8.18M | 345,123 | I | ↗ |
| 2026-03-01 | Morris David K | Director / Officer | A-Award | A | Class A Common Stock | 8,952 | 0.00 | — | 442,327 | D | ↗ |
| 2026-03-01 | Forbes Kendall | Officer | A-Award | A | Class A Common Stock | 8,952 | 0.00 | — | 799,928 | D | ↗ |
| 2026-02-11 | Morris David K | Director / Officer | A-Award | A | Stock Option (right to buy) | 50,000 | 34.59 | 1.73M | 50,000 | D | ↗ |
| 2026-02-11 | Forbes Kendall | Officer | A-Award | A | Stock Option (right to buy) | 50,000 | 34.59 | 1.73M | 50,000 | D | ↗ |
| 2026-02-11 | Burke Fred | Director / Officer | A-Award | A | Stock Option (right to buy) | 75,000 | 34.59 | 2.59M | 75,000 | D | ↗ |
| 2025-12-04 | Forbes Kendall | Officer | G-Gift | D | Class A Common Stock | 21,500 | 0.00 | — | 790,976 | D | ↗ |
| 2025-12-04 | Burke Fred | Director / Officer | G-Gift | D | Class A Common Stock | 200,000 | 0.00 | — | 1,511,845 | D | ↗ |
| 2025-12-03 | COSLER STEVEN D | Director | P-Purchase | A | Class A Common Stock | 3,370 | 29.61 | 99.8K | 24,984 | D | ↗ |
| 2025-09-27 | Salentine Thomas J Jr | Director / 10% Owner | M-Exempt | D | Class B Common Stock | 6,100,176 | 0.00 | — | 12,200,350 | I | ↗ |
| 2025-09-27 | Pharmacy Investors, LLC | 10% Owner | M-Exempt | A | Class A Common Stock | 1,413,940 | 0.00 | — | 1,863,564 | D | ↗ |
| 2025-09-27 | Morris David K | Director / Officer | M-Exempt | A | Class A Common Stock | 641,869 | 0.00 | — | 856,364 | D | ↗ |
| 2025-09-27 | Forbes Kendall | Officer | M-Exempt | A | Class A Common Stock | 608,570 | 0.00 | — | 812,476 | D | ↗ |
| 2025-09-27 | Cardinal Equity Fund, L.P. | 10% Owner | M-Exempt | A | Class A Common Stock | 471,057 | 0.00 | — | 620,851 | D | ↗ |
| 2025-09-27 | Burke Fred | Director / Officer | M-Exempt | A | Class A Common Stock | 1,298,826 | 0.00 | — | 1,711,845 | D | ↗ |
| 2025-09-27 | Bindley Capital Partners I, LLC | 10% Owner | M-Exempt | A | Class A Common Stock | 6,100,176 | 0.00 | — | 8,039,993 | D | ↗ |
| 2025-09-27 | BINDLEY WILLIAM E | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 6,100,176 | 0.00 | — | 8,039,993 | I | ↗ |
| 2025-09-27 | Ackerman John | Director | M-Exempt | D | Class B Common Stock | 1,413,940 | 0.00 | — | 2,827,878 | I | ↗ |
| 2025-05-28 | Salentine Thomas J Jr | Director / 10% Owner | S-Sale | D | Class A Common Stock | 651,454 | 20.16 | 13.13M | 1,939,817 | I | ↗ |
| 2025-05-28 | Pharmacy Investors, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 150,998 | 20.16 | 3.04M | 449,624 | D | ↗ |
| 2025-05-28 | Morris David K | Director / Officer | S-Sale | D | Class A Common Stock | 68,547 | 20.16 | 1.38M | 214,495 | D | ↗ |
| 2025-05-28 | Forbes Kendall | Officer | S-Sale | D | Class A Common Stock | 64,991 | 20.16 | 1.31M | 203,906 | D | ↗ |
| 2025-05-28 | Cardinal Equity Fund, L.P. | 10% Owner | S-Sale | D | Class A Common Stock | 50,305 | 20.16 | 1.01M | 149,794 | D | ↗ |
| 2025-05-28 | Burke Fred | Director / Officer | S-Sale | D | Class A Common Stock | 138,705 | 20.16 | 2.80M | 413,019 | D | ↗ |
| 2025-05-28 | Bindley Capital Partners I, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 651,454 | 20.16 | 13.13M | 1,939,817 | D | ↗ |
| 2025-05-28 | BINDLEY WILLIAM E | Director / 10% Owner | S-Sale | D | Class A Common Stock | 651,454 | 20.16 | 13.13M | 1,939,817 | I | ↗ |
| 2025-05-28 | Ackerman John | Director | S-Sale | D | Class A Common Stock | 50,305 | 20.16 | 1.01M | 149,794 | I | ↗ |
| 2025-05-27 | Salentine Thomas J Jr | Director / 10% Owner | S-Sale | D | Class A Common Stock | 3,508,905 | 20.16 | 70.74M | 2,591,271 | I | ↗ |
| 2025-05-27 | Pharmacy Investors, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 813,318 | 20.16 | 16.40M | 600,622 | D | ↗ |
| 2025-05-27 | Morris David K | Director / Officer | S-Sale | D | Class A Common Stock | 369,212 | 20.16 | 7.44M | 283,042 | D | ↗ |
| 2025-05-27 | Forbes Kendall | Officer | S-Sale | D | Class A Common Stock | 350,058 | 20.16 | 7.06M | 268,897 | D | ↗ |
| 2025-05-27 | Cardinal Equity Fund, L.P. | 10% Owner | S-Sale | D | Class A Common Stock | 270,958 | 20.16 | 5.46M | 200,099 | D | ↗ |
| 2025-05-27 | Burke Fred | Director / Officer | S-Sale | D | Class A Common Stock | 747,102 | 20.16 | 15.06M | 551,724 | D | ↗ |
| 2025-05-27 | Bindley Capital Partners I, LLC | 10% Owner | S-Sale | D | Class A Common Stock | 3,508,905 | 20.16 | 70.74M | 2,591,271 | D | ↗ |
| 2025-05-27 | BINDLEY WILLIAM E | Director / 10% Owner | S-Sale | D | Class A Common Stock | 3,508,905 | 20.16 | 70.74M | 2,591,271 | I | ↗ |
| 2025-05-27 | Ackerman John | Director | S-Sale | D | Class A Common Stock | 813,318 | 20.16 | 16.40M | 600,622 | I | ↗ |
| 2025-05-09 | Patchett Mary Sue | Director | A-Award | A | Class A Common Stock | 3,901 | 0.00 | — | 11,043 | D | ↗ |
| 2025-05-09 | LEWIS RANDALL J | Director | A-Award | A | Class A Common Stock | 3,901 | 0.00 | — | 11,043 | D | ↗ |
| 2025-05-09 | COSLER STEVEN D | Director | A-Award | A | Class A Common Stock | 3,901 | 0.00 | — | 21,614 | D | ↗ |
| 2025-03-28 | Salentine Thomas J Jr | Director | M-Exempt | A | Class A Common Stock | 6,100,176 | 0.00 | — | 6,100,176 | I | ↗ |
| 2025-03-28 | Pharmacy Investors, LLC | 10% Owner | — | — | Class B Common Stock | 4,241,818 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | Morris David K | Director / Officer | M-Exempt | A | Class A Common Stock | 641,869 | 0.00 | — | 652,254 | D | ↗ |
| 2025-03-28 | Forbes Kendall | Officer | M-Exempt | D | Class B Common Stock | 608,570 | 0.00 | — | 1,825,710 | D | ↗ |
| 2025-03-28 | Cardinal Equity Fund, L.P. | 10% Owner | — | — | Class B Common Stock | 1,413,171 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | Burke Fred | Director / Officer | M-Exempt | D | Class B Common Stock | 1,298,826 | 0.00 | — | 3,896,477 | D | ↗ |
| 2025-03-28 | Bindley Capital Partners I, LLC | 10% Owner | — | — | Class A Common Stock | 0 | 0.00 | — | 6,100,176 | D | ↗ |
| 2025-03-28 | BINDLEY WILLIAM E | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 6,100,176 | 0.00 | — | 6,100,176 | I | ↗ |
| 2025-03-28 | Ackerman John | Director | M-Exempt | A | Class A Common Stock | 471,057 | 0.00 | — | 471,057 | I | ↗ |
Executive team
Top executives
EBIT / Employee
26.2K
Shares Outstanding
63.34M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | David Morris Executive Vice President and Chief Financial Officer | 412.0K | — | 240.0K | — | 309.0K | 35.7K | 996.7K | 24.08% | ↗ |
| 2 | 2025 | Kendall Forbes Executive Vice President, Sales & Operations | 412.0K | — | 240.0K | — | 309.0K | 33.7K | 994.7K | 24.13% | ↗ |
| 3 | 2025 | Fred Burke President and Chief Executive Officer | 463.5K | — | — | — | 347.6K | 34.7K | 845.8K | 0.00% | ↗ |
| 4 | 2024 | Fred Burke President and Chief Executive Officer | 450.0K | — | — | — | 270.0K | 46.1K | 766.1K | 0.00% | ↗ |
| 5 | 2024 | David Morris Executive Vice President and Chief Financial Officer | 400.0K | — | — | — | 240.0K | 44.3K | 684.3K | 0.00% | ↗ |
| 6 | 2024 | Kendall Forbes Executive Vice President, Sales & Operations | 400.0K | — | — | — | 240.0K | 41.1K | 681.1K | 0.00% | ↗ |
| 7 | 2023 | Fred Burke President and Chief Executive Officer David Morris Executive Vice President and Chief Financial Officer | 348.6K | — | — | — | 184.3K | 54.4K | 587.3K | 0.00% | ↗ |
| 8 | 2023 | Kendall Forbes Executive Vice President, Sales & Operations | 348.6K | — | — | — | 184.3K | 50.7K | 583.6K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Fred Burke | Chief Executive Officer, President & Director | 845.8K | male |
| David K. Morris | Chief Financial Officer, Executive Vice President & Director | 756.7K | male |
| Kendall Forbes | Executive Vice President of Sales & Operations | 754.7K | male |
| Douglas Towns | SVice President of General Counsel & Senior Compliance Officer | — | male |
| Jeff Tuch | SVP of Purchasing & Pricing Analytics | — | male |
| Vicki Crabtree | Vice President of Human Resources | — | female |
| Ashley Stockton | Head of Investor Relations & Senior Director | — | female |
| Will Mudd | SVP of Finance | — | male |
| Bob Weir R.Ph | SVP of Operations & Regulatory Support | — | — |
| David Martin | Senior VP of Technology, Data & Senior Security Officer | — | male |
ESG Rating
ESG Score History MEDICAL - DISTRIBUTION
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for GRDN
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
