{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/GRDN",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Guardian Pharmacy Services, Inc. (NYSE: GRDN) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Guardian Pharmacy Services, Inc., listed on NYSE under ticker GRDN. Its ISIN is US40145W1018 and its LEI is not on the record (no GLEIF record with the exact legal name in jurisdiction US-GA). Its security type is Corporate, its segment is not on the record, its sector is 5912 Retail-Drug Stores and Proprietary Stores, and its jurisdiction is United States, Georgia. The issuer is listed and not halted.\n\n## The disclosure read\n\nThe record holds 84 filings in the window 2025-11-08 to 2026-11-08, across 27 filing days. Filings by type are 52 directors' dealings, 11 results, 10 regulatory filings, 4 prospectuses, 3 AGM/EGM notices, 3 corporate news, and 1 director change. The median gap between filing days is 8.0 days, against a NYSE median of 6.0 days and a sector median of 6 days. The latest filing is dated 2026-11-05 and is of type results, 3 days before the record date. Latency is 3 days, against a NYSE median of 4.0 days and a sector median of 2 days. The NYSE median filing count over the window is 64.0 and the sector median is 44.\n\n## Auditor\n\nThe auditor of record is Ernst & Young LLP, located in Atlanta, Georgia. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. The domicile change is not on the record (EDGAR states no dated change of state of incorporation on a filing line). The segment move is not on the record (the exchanges' tier transfers are not EDGAR filings). The halt flag is listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable because the chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe issuer's own investor-relations page names 5 research houses: Jefferies, Oppenheimer, Raymond James, Stephens and Truist.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe vintage is sealed. Sealed years that hold the issuer are 2021, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.\n\n## Sources\n\n9 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0001802255.json (identity.jurisdiction)\n- https://mcp.us-cm-kg.ai/events/NYSE/GRDN (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/1802255/000119312526102172/d16111d10k.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://investors.guardianpharmacy.com/stock-info/analyst-coverage/default.aspx (coverage)\n- https://mcp.us-cm-kg.ai/record/NYSE/GRDN (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1802255/000119312526102172/d16111d10k.htm",
    "state": "sourced",
    "value": "Ernst & Young LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1802255/000119312526102172/d16111d10k.htm",
    "state": "sourced",
    "value": "42"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1802255/000119312526102172/d16111d10k.htm",
    "state": "sourced",
    "value": "Atlanta, Georgia"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/GRDN",
  "coverage": {
   "count": 5,
   "houses": [
    {
     "analyst": "Brian Tanquilut",
     "house": "Jefferies",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.guardianpharmacy.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "Michael Wiederhorn",
     "house": "Oppenheimer",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.guardianpharmacy.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "John Ransom",
     "house": "Raymond James",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.guardianpharmacy.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "Raj Kumar",
     "house": "Stephens",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.guardianpharmacy.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "Dave MacDonald",
     "house": "Truist",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.guardianpharmacy.com/stock-info/analyst-coverage/default.aspx",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://investors.guardianpharmacy.com/stock-info/analyst-coverage/default.aspx",
     "result": "read: 5 of 12 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 5,
     "median_cadence_gap_days": 6,
     "median_filings": 44,
     "median_latency_days": 2,
     "name": "5912 Retail-Drug Stores and Proprietary Stores"
    }
   },
   "by_type": {
    "agm_egm": 3,
    "corporate_news": 3,
    "director_change": 1,
    "directors_dealings": 52,
    "prospectus": 4,
    "regulatory_filing": 10,
    "results": 11
   },
   "cadence_median_gap_days": 8,
   "filing_days": 27,
   "filings": 84,
   "latency_days": 3,
   "latest": [
    {
     "category": "10-Q",
     "date": "2026-11-05",
     "source": "https://www.sec.gov/Archives/edgar/data/1802255/000162828026071056/grdn-20260930.htm",
     "title": "10-Q — 10-Q",
     "type": "results"
    },
    {
     "category": "8-K",
     "date": "2026-11-05",
     "source": "https://www.sec.gov/Archives/edgar/data/1802255/000162828026071046/grdn-20261105.htm",
     "title": "8-K — 8-K (items 2.02,9.01)",
     "type": "results"
    },
    {
     "category": "SCHEDULE 13G/A",
     "date": "2026-11-05",
     "source": "https://www.sec.gov/Archives/edgar/data/1802255/000031506626002789/xslSCHEDULE_13G_X02/primary_doc.xml",
     "title": "SCHEDULE 13G/A",
     "type": "regulatory_filing"
    },
    {
     "category": "4",
     "date": "2026-09-28",
     "source": "https://www.sec.gov/Archives/edgar/data/1802255/000119312526405595/xslF345X06/ownership.xml",
     "title": "4 — 4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-09-28",
     "source": "https://www.sec.gov/Archives/edgar/data/1802255/000119312526405555/xslF345X06/ownership.xml",
     "title": "4 — 4",
     "type": "directors_dealings"
    }
   ],
   "latest_filing_date": "2026-11-05",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/GRDN",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-09-29",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US40145W1018"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001802255.json",
    "state": "sourced",
    "value": "United States — Georgia"
   },
   "lei": {
    "market": "US",
    "reason": "no GLEIF record with the exact legal name in jurisdiction US-GA",
    "state": "not_on_record"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001802255.json",
    "state": "sourced",
    "value": "Guardian Pharmacy Services, Inc."
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001802255.json",
    "state": "sourced",
    "value": "5912 Retail-Drug Stores and Proprietary Stores"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001802255.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "GRDN"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:df27fa9cbc741a46614a7abe9c6b71d5707bfb1434d108ac58c3252bf78837c0",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/GRDN",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:df27fa9cbc741a46614a7abe9c6b71d5707bfb1434d108ac58c3252bf78837c0",
 "path": "/us/NYSE/GRDN",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Guardian Pharmacy Services, Inc., listed on NYSE under ticker GRDN. Its ISIN is US40145W1018 and its LEI is not on the record (no GLEIF record with the exact legal name in jurisdiction US-GA). Its security type is Corporate, its segment is not on the record, its sector is 5912 Retail-Drug Stores and Proprietary Stores, and its jurisdiction is United States, Georgia. The issuer is listed and not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 84 filings in the window 2025-11-08 to 2026-11-08, across 27 filing days. Filings by type are 52 directors' dealings, 11 results, 10 regulatory filings, 4 prospectuses, 3 AGM/EGM notices, 3 corporate news, and 1 director change. The median gap between filing days is 8.0 days, against a NYSE median of 6.0 days and a sector median of 6 days. The latest filing is dated 2026-11-05 and is of type results, 3 days before the record date. Latency is 3 days, against a NYSE median of 4.0 days and a sector median of 2 days. The NYSE median filing count over the window is 64.0 and the sector median is 44.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Ernst & Young LLP, located in Atlanta, Georgia. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. The domicile change is not on the record (EDGAR states no dated change of state of incorporation on a filing line). The segment move is not on the record (the exchanges' tier transfers are not EDGAR filings). The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable because the chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's own investor-relations page names 5 research houses: Jefferies, Oppenheimer, Raymond James, Stephens and Truist.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The vintage is sealed. Sealed years that hold the issuer are 2021, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "9 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001802255.json"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/GRDN"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/1802255/000119312526102172/d16111d10k.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://investors.guardianpharmacy.com/stock-info/analyst-coverage/default.aspx"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/GRDN"
  }
 ],
 "title": "Guardian Pharmacy Services, Inc. (GRDN) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}