Forgent Power director group reports major holdings

Forgent Power Solutions, Inc. (FPS) received an initial ownership report from a group of more than ten related entities, with Neos Partners, LP as designated filer.

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. (FPS) received an initial ownership report from a group of more than ten related entities, with Neos Partners, LP as designated filer. The group reports beneficial ownership of 174,847,681 shares of Class A common stock indirectly and 46,756 shares directly.

The reporting persons are identified as both directors and more-than-10% owners and also report indirect ownership of Opco LLC interests representing 73,581,208 shares of Class A common stock underlying a derivative position. Detailed ownership structure and relationships are described in incorporated Exhibits 99.1 and 99.2.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Neos Partners, LP, Forgent Parent I LP, Forgent Parent II LP, Forgent Parent III LP, Forgent Parent IV LP, Forgent Parent I GP LLC, Forgent Parent II GP LLC, Forgent Parent III GP LLC, Forgent Parent IV GP LLC

Role Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner

Type	Security	Shares	Price	Value
holding	Opco LLC Interests	--	--	--
holding	Class A common stock	--	--	--
holding	Class A common stock	--	--	--

Holdings After Transaction: Opco LLC Interests — 73,581,208 contracts (Indirect, See notes); Class A common stock — 174,847,681 shares (Indirect, See notes); Class A common stock — 46,756 shares (Direct)

Footnotes (8)

1. F1. See Exhibit 99.1 for text of footnote (1).
2. F2. See Exhibit 99.1 for text of footnote (2).
3. F3. See Exhibit 99.1 for text of footnote (3).
4. F4. See Exhibit 99.1 for text of footnote (4).
5. F5. See Exhibit 99.1 for text of footnote (5)
6. F6. See Exhibit 99.1 for text of footnote (6).
7. F7. See Exhibit 99.1 for text of footnote (7).
8. F8. See Exhibit 99.1 for text of footnote (8).

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 3 filing for Forgent Power Solutions (FPS) disclose?

The Form 3 discloses initial beneficial ownership by a group of related entities, led by Neos Partners, LP. They report large holdings of Class A common stock and Opco LLC interests tied to Forgent Power Solutions, establishing director and more-than-10% owner status.

How many Forgent Power Solutions (FPS) Class A shares are reported as indirectly owned?

The reporting group indicates beneficial ownership of 174,847,681 shares of Class A common stock on an indirect basis. The precise structure and allocation among the various Forgent Parent entities are described in the incorporated Exhibit 99.1 and related joint filer information.

How many Forgent Power Solutions (FPS) Class A shares are directly owned?

The filing reports 46,756 shares of Class A common stock held directly. This direct position is separate from the much larger indirect holdings and is listed in Table I of non-derivative securities beneficially owned, without additional detail beyond cross-referenced footnotes.

What derivative interests related to Forgent Power Solutions (FPS) are reported?

The group reports Opco LLC Interests as a derivative security, indirectly tied to 73,581,208 shares of Class A common stock. Dates and specific terms are referenced through footnotes, with details provided in Exhibit 99.1, rather than in the main body of the ownership table.

Who are the reporting persons in the Forgent Power Solutions (FPS) Form 3?

Reporting persons include Neos Partners, LP and multiple Forgent Parent limited partnerships and general partner LLCs. Each is identified as a director and more-than-10% owner, with joint filer details and signature information incorporated by reference in Exhibit 99.2.

Does the Forgent Power Solutions (FPS) Form 3 show any buy or sell transactions?

No specific buy or sell transactions are described; the entries are classified as holdings. The tables provide share amounts beneficially owned as of the event date, rather than recording new purchase or sale activity, with transaction codes listed as unspecified.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 02/05/2026 - 08:39 PM Learn about SEC filing dates

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

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Neos Partners, LP

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(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	X	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)

	Form filed by One Reporting Person
X	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	174,847,681(3)	I	See notes(1)(2)(8)
Class A common stock	46,756(1)(2)(4)(5)(8)	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
Opco LLC Interests	(6)	(6)	Class A common stock(6)	73,581,208(7)	(6)	I	See notes(1)(2)(8)

1. Name and Address of Reporting Person^*

Neos Partners, LP

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

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

1. Name and Address of Reporting Person^*

Forgent Parent I LP

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

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

1. Name and Address of Reporting Person^*

Forgent Parent II LP

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

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

1. Name and Address of Reporting Person^*

Forgent Parent III LP

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

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

1. Name and Address of Reporting Person^*

Forgent Parent IV LP

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

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

1. Name and Address of Reporting Person^*

Forgent Parent I GP LLC

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

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

1. Name and Address of Reporting Person^*

Forgent Parent II GP LLC

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

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

1. Name and Address of Reporting Person^*

Forgent Parent III GP LLC

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

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

1. Name and Address of Reporting Person^*

Forgent Parent IV GP LLC

(Last) (First) (Middle)

12400 HIGH BLUFF DRIVE, SUITE 650

(Street)

SAN DIEGO CA 92130

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

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

Explanation of Responses:

1. See Exhibit 99.1 for text of footnote (1).

2. See Exhibit 99.1 for text of footnote (2).

3. See Exhibit 99.1 for text of footnote (3).

4. See Exhibit 99.1 for text of footnote (4).

5. See Exhibit 99.1 for text of footnote (5)

6. See Exhibit 99.1 for text of footnote (6).

7. See Exhibit 99.1 for text of footnote (7).

8. See Exhibit 99.1 for text of footnote (8).

Remarks:

Exhibit 99.1 and Exhibit 99.2 (Joint Filer Information) are incorporated herein by reference. This Form 3 is the first of three identical Form 3s filed relating to the same event. The Form 3 has been split into three filings because there are more than 10 Reporting Persons in total, and the SEC's EDGAR filing system limits a single Form 3 to a maximum of 10 Reporting Persons. Each Form 3 is filed by Designated Filer, Neos Partners, LP.

	See Exhibit 99.2 for Signatures	02/05/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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