Welcome to our dedicated page for Forgent Power Solutions SEC filings (Ticker: FPS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Forgent Power Solutions' SEC filings document its public-company registration, operating results, material agreements and capital structure. Registration statements describe offerings of Class A common stock, the company's electrical distribution equipment business, risk factors and the relationship between the public company and its operating subsidiary.
Material-event filings include quarterly results disclosures, exhibits and non-GAAP reconciliations, as well as agreements connected to the IPO and operating-company structure. These records identify underwriting arrangements, a tax receivable agreement, registration rights, an amended operating-company LLC agreement, stockholder agreements and redemption arrangements for operating-subsidiary interests. The filings also identify Forgent as an emerging growth company for Exchange Act reporting purposes.
Forgent Power Solutions, Inc. received a large shareholder disclosure from Coatue Management, L.L.C. and Philippe Laffont regarding holdings of its Class A common stock. Coatue and Laffont report beneficial ownership of 20,501,387 shares of Class A common stock, representing 7.5% of the class. They report no sole voting or dispositive power, but shared power to vote and dispose of all 20,501,387 shares. All of these securities are owned by advisory clients of Coatue Management, and none of those clients individually owns more than 5% of the outstanding Class A shares. The reporting persons include standard disclaimers that they are not admitting beneficial ownership beyond their pecuniary interest.
Forgent Power Solutions, Inc. reports that an affiliated group of investment entities led by Neos Partners, LP and related Neos and Forgent Parent vehicles has filed an amended Schedule 13G reflecting significant ownership of the company’s Class A Common Stock. The group, including Neos Partners, Neos Partners GP, Neos Partners I GP LLC, Neos Partners I and I-A entities, several Forgent Parent limited partnerships and their general partners, and individual reporting person Peter Jonna, is treated as a “group” for Section 13(d) purposes and is therefore deemed to beneficially own the securities reported.
Certain reporting persons, including Neos Partners, Neos Partners GP and Peter Jonna, report beneficial ownership of 156,906,889 shares, representing 51.5% of Forgent Power’s Class A on an as-converted basis. This figure includes 112,449,169 shares of Class A and 44,457,720 Opco LLC Interests that are exchangeable one-for-one into Class A, together with corresponding cancellation of an equal number of Class B shares, subject to the LLCA. Ownership percentages are generally calculated using up to 304,428,889 Class A shares, combining 259,971,169 Class A shares outstanding per the company’s Form S-1 with Class A shares underlying Opco LLC Interests held by the reporting entities.
Forgent Power Solutions, Inc. reported multiple insider transactions involving Class A common stock and Opco LLC Interests by entities and individuals associated with major shareholders and directors. The filing shows an indirect open-market or private sale of 43,650,000 shares of Class A common stock reported at a price of $0.0000 per share, leaving 83,355,094 indirectly held shares after this sale. A separate indirect acquisition added 14,555,925 Class A shares, increasing that indirect position to 127,005,094 shares. In a related move, 14,555,925 Opco LLC Interests were disposed of indirectly, with 29,901,795 Opco LLC Interests remaining after the transaction, and a direct holding of 46,756 Class A shares was also reported as of the same date.
Entities affiliated with Neos Partners reported mixed transactions in Forgent Power Solutions, Inc. Class A common stock. On the reported date, they sold 43,650,000 shares indirectly, acquired 14,555,925 shares indirectly, and disposed of 14,555,925 Opco LLC Interests tied to the same number of Class A shares. After these transactions, indirect holdings stood at 83,355,094 Class A shares, with an additional 46,756 shares reported as directly held.
Forgent Power Solutions, Inc. reporting entities, including Neos Partners, LP and several Forgent Parent funds and GPs, reported multiple transactions in Class A common stock and related Opco LLC Interests on 2026-07-06.
They reported an open-market or private sale of 43,650,000 shares of Class A common stock at a stated price of $0.0000 per share through indirect ownership. On the same date, they reported an indirect acquisition of 14,555,925 Class A shares and a corresponding disposition to the issuer of 14,555,925 Opco LLC Interests linked to the same number of Class A shares.
Following these transactions, the reporting entities show indirect ownership of 83,355,094 Class A shares, derivative holdings of 29,901,795 Opco LLC Interests, and a separate direct holding of 46,756 Class A sharesnet sale of 43,650,000 shares of Class A common stock.
Forgent Power Solutions, Inc. is registering 43,650,000 shares of Class A common stock, consisting of 29,094,075 shares to be sold by existing selling stockholders and 14,555,925 shares to be sold by the company. The prospectus states the company will use the net proceeds it receives to purchase Opco LLC Interests of Forgent Power Solutions LLC, while the selling stockholders will receive proceeds from their sales. The offering price shown on the cover is $49.00 per share and the underwriters have an option to purchase additional shares. The filing reiterates the company’s Up-C structure, the existence of a Tax Receivable Agreement obligating the company to make substantial payments to TRA participants, and discloses continuing control by Neos-affiliated holders that will cease to be a "controlled company" if the offering sells out.
Forgent Power Solutions, Inc. is registering 35,000,000 shares of Class A common stock in a mixed primary and secondary offering. Of these, 11,671,418 shares are sold by the company and 23,328,582 shares by existing stockholders. Company proceeds will be used to buy Opco LLC Interests from Opco, which will redeem units from existing owners, simplifying the Up-C structure.
Forgent operates as a holding company in an Up-C structure, is party to a Tax Receivable Agreement that shares 85% of certain tax savings with legacy owners, and expects these payments to last more than fifteen years. Continuing Equity Owners currently hold 51.54% of Opco’s economic interests and voting power but are expected to lose “controlled company” status after this offering. The business designs and manufactures customized electrical distribution equipment for data centers, grid and industrial markets, with revenues rising from $515.6 million to $958.4 million for the nine months ended March 31, 2026 and Backlog increasing from about $2.0 billion to $2.4 billion between March 31 and May 31, 2026.
Forgent Power Solutions, Inc., through its subsidiary Forgent Power LLC, amended its existing Credit Agreement on June 23, 2026. The amendment refinances the initial term loans with Amendment No. 1 Refinancing Term Loans in an aggregate principal amount of $600,000,000 at a reduced interest rate margin.
The amendment also lowers the interest margin on the existing revolving credit commitments. After this change, the Senior Credit Facilities will bear interest at the Parent Borrower’s option of a base rate plus 1.25% per year or Term SOFR plus 2.25% per year, both subject to a 0.00% floor.
Forgent Power Solutions, Inc. reported a set of insider transactions involving Neos Partners, LP and several directors. The filing shows an indirect sale of 48,622,000 shares of Class A common stock and an indirect acquisition of 15,852,319 Class A shares through a grant or similar award. The same number of 15,852,319 Opco LLC Interests was disposed of to the issuer, tied to underlying Class A common stock. After these transactions, indirect holdings stand at 112,449,169 Class A shares and 44,457,720 Opco LLC Interests, with an additional 46,756 Class A shares held directly. Overall, the activity combines a large reported sale with offsetting equity movements inside the ownership structure.