Forgent Power Solutions (FPS) director discloses 145,215-share equity stake

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. director Gregory M. Spierkel reported his initial holdings of the company’s Class A common stock. He beneficially owns 145,215 shares directly.

This amount includes 6,327 restricted stock units that vest on the earlier of the first anniversary of the grant date or the day before the first annual meeting, and 138,888 restricted stock units that vest in three increments on each of the first three anniversaries of February 4, 2026. All vesting is subject to his continued service and the terms of the award agreements.

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

SPIERKEL GREGORY M

(Last) (First) (Middle)

C/O FORGENT POWER SOLUTIONS, INC.

11500 DAYTON PARKWAY

(Street)

DAYTON MN 55369

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
02/05/2026

3. Issuer Name and Ticker or Trading Symbol
Forgent Power Solutions, Inc. [ FPS ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A common stock	145,215(1)	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Includes (i) 6,327 restricted stock units in respect to the Issuer's Class A common stock ("RSUs") that vest on the earlier of (a) the first anniversary of the grant date and (b) the day immediately prior to the Company's first annual meeting following the grant date, and (ii) 138,888 RSUs that vest in three increments on each of the first three anniversaries of February 4, 2026, in each case, subject to Reporting Person's continued service with the Issuer and the terms of the applicable award agreement.

Remarks:

Exhibit 24 - Power of Attorney (filed herewith).

	By: /s/ Tyson Hottinger, as attorney-in-fact	02/05/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Forgent Power Solutions (FPS) director Gregory Spierkel report on this Form 3?

Gregory M. Spierkel reported his initial beneficial ownership in Forgent Power Solutions Class A common stock. He holds 145,215 shares directly, including restricted stock units that vest over time, reflecting equity-based compensation tied to his continued service as a director.

How many Forgent Power Solutions (FPS) shares does Gregory Spierkel beneficially own?

He beneficially owns 145,215 shares of Forgent Power Solutions Class A common stock. This total reflects both current share-equivalent interests and unvested restricted stock units, reported as directly owned on the Form 3 under the SEC’s beneficial ownership rules.

What restricted stock units (RSUs) are included in Gregory Spierkel’s Forgent Power (FPS) holdings?

His holdings include 6,327 RSUs that vest on the earlier of the first anniversary of the grant date or the day before the first annual meeting, and 138,888 RSUs that vest in three equal annual increments starting February 4, 2026, subject to continued service.

Over what period do Gregory Spierkel’s 138,888 Forgent Power (FPS) RSUs vest?

The 138,888 restricted stock units vest in three increments on each of the first three anniversaries of February 4, 2026. Each installment depends on his continued service with the company and compliance with the applicable award agreement terms.

Is Gregory Spierkel’s ownership in Forgent Power Solutions (FPS) direct or indirect?

His reported beneficial ownership is classified as direct. The Form 3 indicates the 145,215 shares of Class A common stock, including the restricted stock units, are held directly rather than through an intermediate entity or indirect ownership structure.

Does the Form 3 for Forgent Power (FPS) show any derivative securities held by Gregory Spierkel?

The filing’s derivative securities table does not list any separate derivative instruments. Instead, it highlights restricted stock units tied to Class A common stock, which are equity awards that vest over time rather than traditional options or other derivative contracts.