Large FPS holders shift stakes with 43.65M-share sale and Opco exchange

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. reporting entities, including Neos Partners, LP and several Forgent Parent funds and GPs, reported multiple transactions in Class A common stock and related Opco LLC Interests on 2026-07-06.

They reported an open-market or private sale of 43,650,000 shares of Class A common stock at a stated price of $0.0000 per share through indirect ownership. On the same date, they reported an indirect acquisition of 14,555,925 Class A shares and a corresponding disposition to the issuer of 14,555,925 Opco LLC Interests linked to the same number of Class A shares.

Following these transactions, the reporting entities show indirect ownership of 127,005,094 Class A shares, derivative holdings of 29,901,795 Opco LLC Interests, and a separate direct holding of 46,756 Class A sharesnet sale of 43,650,000 shares of Class A common stock.

Insights

Equity ownership and governance analyst

Large shareholder group reports net sale but retains major stake.

Entities associated with Forgent Power Solutions, including Neos Partners and several Forgent Parent funds, disclosed a sizable open-market or private sale of 43,650,000 Class A shares. At the same time, they restructured holdings between Class A stock and Opco LLC Interests.

The filing shows an indirect acquisition of 14,555,925 Class A shares matched by a disposition of the same number of Opco LLC Interests to the issuer. This pattern is consistent with exchanges between operating company interests and listed shares, though the specific mechanics are described in Exhibit 99.1 rather than here.

After these moves, the reporting entities still hold 127,005,094 Class A shares indirectly, plus 29,901,795 Opco LLC Interests and a direct position of 46,756 Class A shares. The transactions indicate a net reduction of 43,650,000 shares but leave a very large continuing ownership position, so the group remains a significant holder based on this single filing.

Insider Trade Summary

4 transactions reported

Net Sell 4 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 null | null | null | null | null | null | null | null | null

Sold 43,650,000 shs ($0.00)

Type	Security	Shares	Price	Value
Disposition	Opco LLC Interests	14,555,925	$0.00	--
Grant/Award	Class A common stock	14,555,925	$0.00	--
Sale	Class A common stock	43,650,000	$0.00	--
holding	Class A common stock	--	--	--

Holdings After Transaction: Opco LLC Interests — 29,901,795 shares (Indirect, See Notes); Class A common stock — 127,005,094 shares (Indirect, See Notes); Class A common stock — 46,756 shares (Direct, null)

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). See Exhibit 99.1 for text of footnote (9). See Exhibit 99.1 for text of footnote (10). See Exhibit 99.1 for text of footnote (11).

Key Figures

Shares sold: 43,650,000 shares Shares acquired: 14,555,925 shares Opco LLC Interests disposed: 14,555,925 interests +4 more

7 metrics

Shares sold 43,650,000 shares Class A common stock, code S open-market or private sale

Shares acquired 14,555,925 shares Class A common stock, grant/award or other acquisition

Opco LLC Interests disposed 14,555,925 interests Disposition to issuer, underlying 14,555,925 Class A shares

Indirect Class A holdings after 127,005,094 shares Total Class A common stock indirectly owned post-transactions

Opco LLC Interests after 29,901,795 interests Total Opco LLC Interests indirectly owned post-disposition

Direct Class A holdings after 46,756 shares Directly held Class A common stock post-holding entry

Net buy/sell shares -43,650,000 shares Transaction summary netBuySellShares for Class A stock

Key Terms

Class A common stock, Opco LLC Interests, open-market sale, grant, award, or other acquisition, +2 more

6 terms

Class A common stock financial

"security_title: "Class A common stock" with multiple transactions reported"

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

Opco LLC Interests financial

"security_title: "Opco LLC Interests" with underlying Class A Common Stock"

open-market sale financial

"transaction_action: "open-market sale" for the 43,650,000-share transaction"

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

grant, award, or other acquisition financial

"transaction_code_description: "Grant, award, or other acquisition" for 14,555,925 shares"

disposition to issuer financial

"transaction_code_description: "Disposition to issuer" for Opco LLC Interests"

indirect ownership financial

"ownership_type: "indirect" with nature_of_ownership noted as "See Notes""

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/08/2026 - 06:10 PM Accepted by SEC EDGAR 07/08/2026 - 06:10 PM Learn about SEC filing dates

FAQ

What insider transactions did Forgent Power Solutions (FPS) report on July 6, 2026?

Forgent Power-related entities reported several transactions on July 6, 2026, including an indirect sale of 43,650,000 Class A shares, an indirect acquisition of 14,555,925 Class A shares, and a matched disposition of 14,555,925 Opco LLC Interests back to the issuer.

How many Forgent Power Solutions (FPS) shares were sold in the latest Form 4?

The Form 4 shows an open-market or private transaction coded “S” for the indirect sale of 43,650,000 shares of Forgent Power Solutions Class A common stock, at a stated transaction price of $0.0000 per share for reporting purposes.

What is the remaining ownership of the reporting entities in Forgent Power Solutions (FPS)?

After the reported transactions, the entities show indirect ownership of 127,005,094 shares of Class A common stock, direct ownership of 46,756 Class A shares, and 29,901,795 Opco LLC Interests, indicating they continue to hold a very large equity and operating interest position.

Why were Opco LLC Interests disposed of in the Forgent Power Solutions (FPS) Form 4?

The filing records a disposition to the issuer of 14,555,925 Opco LLC Interests, with an equal number of Class A shares as the underlying security. This coincides with an indirect acquisition of 14,555,925 Class A shares, suggesting an exchange between Opco interests and listed stock.

Who are the reporting persons in the Forgent Power Solutions (FPS) insider filing?

The reporting persons are entities including Neos Partners, LP, several Forgent Parent limited partnerships, and the related Forgent Parent GP LLCs. They are listed as directors and 10% owners, reporting transactions and holdings collectively rather than as individual natural persons.

What is the net effect of the recent insider transactions in Forgent Power Solutions (FPS)?

The transaction summary shows a net sale of 43,650,000 Class A shares, one acquisition entry of 14,555,925 shares, and one disposition of 14,555,925 Opco LLC Interests. Despite the net-sell designation, the entities still report over 127 million Class A shares indirectly.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Neos Partners, LP

(Last) (First) (Middle)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Forgent Power Solutions, Inc. [ FPS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/06/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

	Form filed by One Reporting Person
X	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A common stock	07/06/2026		A(2)		14,555,925(3)	A	(2)	127,005,094(4)	I	See Notes(1)(10)(11)
Class A common stock	07/06/2026		S		43,650,000(5)	D	(6)	83,355,094(7)	I	See Notes(1)(10)(11)
Class A common stock								46,756(8)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Opco LLC Interests	(2)	07/06/2026		D			14,555,925(3)	(2)	(2)	Class A Common Stock(2)	14,555,925(3)	(2)	29,901,795(9)	I	See Notes(1)(10)(11)

1. Name and Address of Reporting Person^*

Neos Partners, LP

(Last) (First) (Middle)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

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)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

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)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

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)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

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)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

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)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

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)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

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)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

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)

12770 EL CAMINO REAL, SUITE 300

(Street)

SAN DIEGO CALIFORNIA 92130

(City) (State) (Zip)

UNITED STATES

(Country)

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).

9. See Exhibit 99.1 for text of footnote (9).

10. See Exhibit 99.1 for text of footnote (10).

11. See Exhibit 99.1 for text of footnote (11).

Remarks:

Exhibit 99.1 (Footnotes) and Exhibit 99.2 (Joint Filer Information and Signatures) are incorporated herein by reference. This Form 4 is the first of three identical Form 4s filed relating to the same event. The Form 4 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 4 to a maximum of 10 Reporting Persons. Each Form 4 is filed by Designated Filer, Neos Partners, LP.

	NEOS PARTNERS, LP, By: See Exhibit 99.2 for Signatures	07/08/2026
	** 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 4 (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.
* Form 4: SEC 1474 (03-26)