Forgent Power (FPS) director discloses 62,038 shares including RSUs

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. director Anthony L. Trunzo reports beneficial ownership of 62,038 shares of the company’s Class A common stock. This amount includes 6,482 restricted stock units (RSUs) that vest on the earlier of the first anniversary of the grant date or immediately before the first annual meeting after the grant, and 55,556 RSUs that vest in three increments on each of the first three anniversaries of February 4, 2026, contingent on his continued service and the applicable 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^*

TRUNZO ANTHONY L

(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	62,038(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) 6,482 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.

FAQ

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

The Form 3 shows that director Anthony L. Trunzo beneficially owns 62,038 Class A common shares of Forgent Power Solutions, Inc. This total includes specified restricted stock units that vest over time, subject to continued service and the terms of award agreements.

How many Forgent Power Solutions (FPS) shares does Anthony L. Trunzo beneficially own?

Anthony L. Trunzo beneficially owns 62,038 shares of Class A common stock of Forgent Power Solutions, Inc. According to the disclosure, this figure includes two tranches of restricted stock units that vest on defined future dates if service conditions are met.

What restricted stock units (RSUs) are included in Anthony L. Trunzo’s FPS holdings?

His holdings include 6,482 RSUs that vest on the earlier of the first grant-date anniversary or immediately before the first annual meeting, plus 55,556 RSUs vesting in three increments on the first three anniversaries of February 4, 2026, subject to continued service.

What triggers vesting of the 6,482 RSUs reported for Forgent Power (FPS)?

The 6,482 RSUs in Forgent Power’s Class A common stock vest on the earlier of two events: the first anniversary of the grant date or the day immediately prior to the company’s first annual meeting following that grant date, assuming continued service.

How do the 55,556 RSUs for Forgent Power (FPS) vest over time?

The 55,556 RSUs vest in three separate increments on each of the first three anniversaries of February 4, 2026. Each vesting installment is contingent on Anthony L. Trunzo’s continued service and the terms set in the applicable award agreement.

Is Anthony L. Trunzo a director or officer of Forgent Power Solutions (FPS)?

Anthony L. Trunzo is identified as a director of Forgent Power Solutions, Inc. in the filing. He is not listed as an officer or 10% owner on this Form 3, and the form is filed for one reporting person.