Forgent director reports 61,266 Class A shares

Q: What insider position does Neel Bhatia hold at Forgent Power Solutions (FPS)?

Neel Bhatia is reported as a director of Forgent Power Solutions, Inc. The filing checks the director box and indicates no officer role or 10% ownership status, clarifying his governance position without implying executive responsibilities or control above 10%.

Q: How many Forgent Power Solutions (FPS) Class A shares does Neel Bhatia beneficially own?

The filing reports that Neel Bhatia beneficially owns 61,266 shares of Forgent Power Solutions Class A common stock. These shares are held directly and include restricted stock units that convert into Class A shares upon meeting specified vesting conditions and continued service requirements.

Q: What restricted stock units (RSUs) are included in Neel Bhatia’s FPS holdings?

Bhatia’s reported holdings include 5,710 RSUs tied to Class A common stock and 55,556 additional RSUs. Together, these units form part of the 61,266 total beneficially owned shares disclosed in the filing as of the reported event date.

Q: When do Neel Bhatia’s 5,710 RSUs in Forgent Power Solutions vest?

The 5,710 RSUs vest on the earlier of the first anniversary of the grant date or the day immediately prior to the company’s first annual meeting following the grant date. Vesting is conditioned on Bhatia’s continued service and the applicable award agreement terms.

Q: How do the 55,556 RSUs for Neel Bhatia at FPS vest over time?

The 55,556 RSUs vest in three increments on each of the first three anniversaries of February 4, 2026. Each vesting installment is subject to Neel Bhatia’s continued service with the company and the conditions outlined in the related award agreement.

Q: Is Neel Bhatia’s ownership in FPS direct or indirect?

The filing classifies Neel Bhatia’s ownership as direct, using the code “D” in the ownership column. No nature of indirect beneficial ownership is listed, indicating the shares and RSUs are held directly rather than through another entity or account.

Forgent Power Solutions, Inc. director Neel Bhatia reports beneficial ownership of 61,266 shares of Class A common stock, held directly.

Filing Impact

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Filing Sentiment

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Rhea-AI Filing Summary

Forgent Power Solutions, Inc. director Neel Bhatia reports beneficial ownership of 61,266 shares of Class A common stock, held directly. This total includes 5,710 restricted stock units that vest based on the earlier of a one-year anniversary or the first annual meeting, and 55,556 RSUs that vest in three annual increments starting February 4, 2026, subject to continued service and award terms.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Bhatia Neel

Role Director

Type	Security	Shares	Price	Value
holding	Class A common stock	--	--	--

Holdings After Transaction: Class A common stock — 61,266 shares (Direct)

Footnotes (1)

F1. Includes (i) 5,710 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) 55,556 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.

FAQ

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

What insider position does Neel Bhatia hold at Forgent Power Solutions (FPS)?

Neel Bhatia is reported as a director of Forgent Power Solutions, Inc. The filing checks the director box and indicates no officer role or 10% ownership status, clarifying his governance position without implying executive responsibilities or control above 10%.

How many Forgent Power Solutions (FPS) Class A shares does Neel Bhatia beneficially own?

The filing reports that Neel Bhatia beneficially owns 61,266 shares of Forgent Power Solutions Class A common stock. These shares are held directly and include restricted stock units that convert into Class A shares upon meeting specified vesting conditions and continued service requirements.

What restricted stock units (RSUs) are included in Neel Bhatia’s FPS holdings?

Bhatia’s reported holdings include 5,710 RSUs tied to Class A common stock and 55,556 additional RSUs. Together, these units form part of the 61,266 total beneficially owned shares disclosed in the filing as of the reported event date.

When do Neel Bhatia’s 5,710 RSUs in Forgent Power Solutions vest?

The 5,710 RSUs vest on the earlier of the first anniversary of the grant date or the day immediately prior to the company’s first annual meeting following the grant date. Vesting is conditioned on Bhatia’s continued service and the applicable award agreement terms.

How do the 55,556 RSUs for Neel Bhatia at FPS vest over time?

The 55,556 RSUs vest in three increments on each of the first three anniversaries of February 4, 2026. Each vesting installment is subject to Neel Bhatia’s continued service with the company and the conditions outlined in the related award agreement.

Is Neel Bhatia’s ownership in FPS direct or indirect?

The filing classifies Neel Bhatia’s ownership as direct, using the code “D” in the ownership column. No nature of indirect beneficial ownership is listed, indicating the shares and RSUs are held directly rather than through another entity or account.

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

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Accepted by SEC EDGAR 02/05/2026 - 08:31 PM

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^*

Bhatia Neel

(Last)

(First)

(Middle)

C/O FORGENT POWER SOLUTIONS, INC.

11500 DAYTON PARKWAY

(Street)

DAYTON

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	61,266⁽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)
1. Title of Derivative Security (Instr. 4)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	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)

Explanation of Responses:

1. Includes (i) 5,710 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) 55,556 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.

Source: View Original Filing on SEC EDGAR