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  4. [Form 3] Forgent Power Solutions, Inc. Initial Statement of Beneficial Ownership

Neos Partners group logs major FPS (NASDAQ: FPS) ownership on Form 3

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. received an initial ownership report showing that Neos Partners, LP and related entities are directors and 10% owners as of 02/05/2026. They report indirect beneficial ownership of 174,847,681 shares of Class A common stock and Opco LLC interests representing 73,581,208 underlying Class A shares. In addition, 46,756 Class A shares are reported as directly owned. The filing records existing holdings rather than new share purchases or sales.

Positive

  • None.

Negative

  • None.
Insider Neos Partners, LP, Neos Partners I Expansion GP LLC, Neos Partners I Expansion LP, Neos Partners I GP LLC, Neos Partners I LP, Neos Partners I-A LP, Neos Partners I-B LP, Neos Partners 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
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 shares (Indirect, See notes); Class A common stock — 174,847,681 shares (Indirect, See notes); Class A common stock — 46,756 shares (Direct)
Footnotes (1)
  1. See Exhibit 99.1 for text of footnote (1). See Exhibit 99.1 for text of footnote (2). See Exhibit 99.1 for text of footnote (3). See Exhibit 99.1 for text of footnote (4). See Exhibit 99.1 for text of footnote (5). See Exhibit 99.1 for text of footnote (6). See Exhibit 99.1 for text of footnote (7). See Exhibit 99.1 for text of footnote (8).
Understanding Insider Trading Forms →
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*
Neos Partners I Expansion 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*
Neos Partners I Expansion 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*
Neos Partners 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*
Neos Partners 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*
Neos Partners I-A 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*
Neos Partners I-B 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*
Neos Partners 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 second 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.
NEOS PARTNERS, LP, By: 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.
* 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.

Source: View Original Filing on SEC EDGAR

FAQ

What does Forgent Power Solutions (FPS) Form 3 filed by Neos Partners report?

The Form 3 reports existing ownership in Forgent Power Solutions by Neos Partners and affiliated entities. It identifies them as directors and 10% owners and details significant Class A common stock and Opco LLC interests held as of February 5, 2026.

What direct holdings in Forgent Power Solutions (FPS) are disclosed in this Form 3?

The filing shows direct ownership of 46,756 shares of Forgent Power Solutions Class A common stock. This amount is separate from the much larger indirect holdings reported by Neos-affiliated entities and reflects shares held in a direct ownership capacity.

What derivative or underlying interests in Forgent Power Solutions (FPS) are reported?

The Form 3 lists Opco LLC interests that are linked to 73,581,208 underlying shares of Forgent Power Solutions Class A common stock. These are treated as derivative-type interests, with details further described in the referenced Exhibit 99.1 footnotes.

Does the Neos Partners Form 3 for Forgent Power Solutions (FPS) show any insider buying or selling?

No, the Form 3 classifies the entries as holdings, not transactions. It discloses initial beneficial ownership positions in Forgent Power Solutions rather than reporting new insider purchases or sales of the company’s securities.

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

Reporting persons include Neos Partners, LP and several affiliated Neos entities, each listed as both director and 10% owner. The filing is one of multiple related submissions due to SEC limits on how many reporting persons can appear in a single form.