Forgent Power (FPS) CAO discloses 47,343 incentive-linked units in Form 3

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. Chief Accounting Officer Lund Inez filed an initial ownership report showing incentive units linked to the company’s equity. These incentive units correspond to the equivalent of 47,343 shares of Class A common stock, based on the initial public offering price.

The units are profits interests in Forgent Parent I, II and III LP and will vest in eight equal three‑month installments after the IPO if Lund Inez remains continuously employed or engaged through each vesting date. The filing notes that any beneficial ownership is only to the extent of the officer’s pecuniary interest, which is expressly disclaimed beyond that amount.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Lund Inez

Role Chief Accounting Officer

Type	Security	Shares	Price	Value
holding	Incentive units	--	--	--

Holdings After Transaction: Incentive units — 47,343 shares (Direct)

Footnotes (1)

1. The incentive units represent a right to receive distributions from Forgent Parent I LP, Forgent Parent II LP and Forgent Parent III LP (the "Forgent Parent Entities") and are intended to constitute profits interests for federal income tax purposes. Following the consummation of the Issuer's initial public offering, unvested incentive units will vest in eight equal three-month installments if the Reporting Person is, and has continuously been, employed or engaged by the Issuer through the applicable vesting date. Distributions on incentive units are determined by, and subject to the conditions of, the terms of the applicable limited partnership agreement, and may be paid at the election of the Forgent Parent Entities in cash. Represents the equivalent number of shares of Class A common stock of the Issuer represented by the Reporting Person's incentive units in the Forgent Parent Entities, based upon the initial public offering price of the Class A common stock, which amount is subject to adjustment in accordance with the terms of the applicable limited partnership agreement, as it may be amended from time to time. Not applicable. The Reporting Person may be deemed to beneficially own shares of Class A common stock underlying the incentive units to the extent of his direct or indirect pecuniary interest in the profits, capital accounts or distributions on such incentive interests. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of the Reporting Person's pecuniary interest therein, if any. Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that the Reporting Person is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities in excess of the Reporting Person's pecuniary interest.

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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^*

Lund Inez

(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)

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

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)

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
Incentive units	(1)	(3)	Class A common stock	47,343(2)	(3)	D(4)(5)

Explanation of Responses:

1. The incentive units represent a right to receive distributions from Forgent Parent I LP, Forgent Parent II LP and Forgent Parent III LP (the "Forgent Parent Entities") and are intended to constitute profits interests for federal income tax purposes. Following the consummation of the Issuer's initial public offering, unvested incentive units will vest in eight equal three-month installments if the Reporting Person is, and has continuously been, employed or engaged by the Issuer through the applicable vesting date. Distributions on incentive units are determined by, and subject to the conditions of, the terms of the applicable limited partnership agreement, and may be paid at the election of the Forgent Parent Entities in cash.

2. Represents the equivalent number of shares of Class A common stock of the Issuer represented by the Reporting Person's incentive units in the Forgent Parent Entities, based upon the initial public offering price of the Class A common stock, which amount is subject to adjustment in accordance with the terms of the applicable limited partnership agreement, as it may be amended from time to time.

3. Not applicable.

4. The Reporting Person may be deemed to beneficially own shares of Class A common stock underlying the incentive units to the extent of his direct or indirect pecuniary interest in the profits, capital accounts or distributions on such incentive interests. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of the Reporting Person's pecuniary interest therein, if any.

5. Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that the Reporting Person is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities in excess of the Reporting Person's pecuniary interest.

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) disclose in this Form 3 filing?

Forgent Power Solutions’ Chief Accounting Officer Lund Inez reported initial beneficial ownership of incentive units tied to the company’s equity. These units correspond to the equivalent of 47,343 Class A common shares, reflecting compensation structured as profits interests through affiliated Forgent Parent limited partnerships.

Who is the insider in Forgent Power Solutions (FPS) latest Form 3?

The insider is Lund Inez, Chief Accounting Officer of Forgent Power Solutions. The filing identifies Lund Inez as an officer, not a director or 10% owner, and reports holdings of incentive units that track the value of the company’s Class A common stock through Forgent Parent limited partnerships.

How many Forgent Power Solutions (FPS) shares are tied to the reported incentive units?

The Form 3 indicates the incentive units represent the equivalent of 47,343 shares of Class A common stock. This figure is calculated using the initial public offering price and may be adjusted under the terms of the applicable limited partnership agreements governing the incentive interests.

How do the Forgent Power Solutions (FPS) incentive units vest for Lund Inez?

The incentive units vest in eight equal three‑month installments following the company’s initial public offering. Vesting requires that Lund Inez is, and has continuously been, employed or engaged by Forgent Power Solutions through each applicable vesting date set out in the incentive arrangement.

What type of interests are the Forgent Power Solutions (FPS) incentive units for tax purposes?

The incentive units are intended to constitute profits interests for U.S. federal income tax purposes. They represent rights to receive distributions from Forgent Parent I, II and III LP under their partnership agreements, rather than traditional restricted stock or options in Forgent Power Solutions itself.

Does Lund Inez fully own the underlying Forgent Power Solutions (FPS) shares?

The filing states Lund Inez may be deemed to beneficially own shares underlying the incentive units only to the extent of any direct or indirect pecuniary interest. It expressly disclaims beneficial ownership of equity securities beyond this pecuniary interest, consistent with Exchange Act Rule 16a‑1(a)(4).