Forgent Power (FPS) insiders report large Class A stock sale and Opco shift

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. reported multiple insider transactions involving Class A common stock and Opco LLC Interests by entities and individuals associated with major shareholders and directors. The filing shows an indirect open-market or private sale of 43,650,000 shares of Class A common stock reported at a price of $0.0000 per share, leaving 83,355,094 indirectly held shares after this sale. A separate indirect acquisition added 14,555,925 Class A shares, increasing that indirect position to 127,005,094 shares. In a related move, 14,555,925 Opco LLC Interests were disposed of indirectly, with 29,901,795 Opco LLC Interests remaining after the transaction, and a direct holding of 46,756 Class A shares was also reported as of the same date.

Insights

Equity ownership and governance analyst

Large internal share movements balance net selling with new grants.

The transactions for Forgent Power Solutions combine a sizable indirect sale of 43,650,000 Class A shares with an indirect acquisition of 14,555,925 shares and a matching disposition of Opco LLC Interests. The reported price of $0.0000 suggests structural or non-cash movements.

The filing shows substantial remaining positions: indirect holdings of up to 127,005,094 Class A shares and 29,901,795 Opco LLC Interests, plus 46,756 directly held Class A shares as of July 6, 2026. This points to significant continuing ownership concentration among the reporting persons or their associated entities.

Actual impact depends on how these internal reallocations and the net sell volume relate to total shares outstanding and any associated governance arrangements, which are typically detailed in accompanying exhibits or future company disclosures.

Insider Trade Summary

4 transactions reported

Net Sell 4 txns

Insider Neos Partners, LP, Jonna Peter Joseph, Savage David, Cannova Frank R., Bivins Trey, Gofer Sergey

Role 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

Indirect Class A shares sold: 43,650,000 shares Indirect Class A holdings after sale: 83,355,094 shares Indirect Class A shares acquired: 14,555,925 shares +5 more

8 metrics

Indirect Class A shares sold 43,650,000 shares Non-derivative sale of Class A common stock at $0.0000 per share

Indirect Class A holdings after sale 83,355,094 shares Total Class A common stock indirectly held after the sale

Indirect Class A shares acquired 14,555,925 shares Grant or award acquisition of Class A common stock

Indirect Class A holdings after acquisition 127,005,094 shares Total Class A common stock indirectly held after acquisition

Opco LLC Interests disposed 14,555,925 interests Indirect disposition to issuer of Opco LLC Interests

Opco LLC Interests remaining 29,901,795 interests Total Opco LLC Interests indirectly held after disposition

Direct Class A holdings 46,756 shares Class A common stock directly held as of July 6, 2026

Net shares sold 43,650,000 shares Net buy/sell direction reported as net-sell in transaction summary

Key Terms

Class A common stock, Opco LLC Interests, grant/award acquisition, issuer disposition, +2 more

6 terms

Class A common stock financial

"security_title: "Class A common stock""

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""

grant/award acquisition financial

"transaction_action: "grant/award acquisition""

issuer disposition financial

"transaction_action: "issuer disposition""

ten percent owner regulatory

"is_ten_percent_owner: 1 for each reporting person"

non-derivative financial

"transaction_type: "non-derivative""

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/08/2026 - 06:24 PM Accepted by SEC EDGAR 07/08/2026 - 06:24 PM Learn about SEC filing dates

FAQ

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

Forgent Power Solutions reported several insider transactions on July 6, 2026, including a large indirect sale and an indirect acquisition of Class A common stock, plus a related disposition of Opco LLC Interests, all involving entities and individuals associated with major shareholders and directors.

How many Forgent Power Solutions Class A shares were sold in the latest Form 4?

The Form 4 reports an indirect sale of 43,650,000 shares of Forgent Power Solutions Class A common stock. This sale was recorded at a price of $0.0000 per share and left 83,355,094 Class A shares indirectly held afterward according to the filing data.

Did insiders acquire additional Forgent Power Solutions Class A shares in this filing?

Yes. The filing shows an indirect acquisition of 14,555,925 Forgent Power Solutions Class A shares classified as a grant or award. Following this acquisition, indirect holdings tied to that line item increased to 127,005,094 Class A shares as of the reported transaction date.

What happened to the Opco LLC Interests related to Forgent Power Solutions?

The Form 4 reports an indirect disposition of 14,555,925 Opco LLC Interests, labeled as a disposition to the issuer. After this transaction, 29,901,795 Opco LLC Interests remained indirectly held, with the underlying security identified as Forgent Power Solutions Class A common stock.

What are the remaining direct and indirect holdings after the Forgent Power Solutions insider transactions?

After the reported transactions, the filing shows 46,756 Class A shares held directly, up to 127,005,094 Class A shares held indirectly on one line item, 83,355,094 Class A shares indirectly held on another, and 29,901,795 Opco LLC Interests indirectly held by the reporting persons or their associated entities.

Who are the reporting persons in the Forgent Power Solutions Form 4 filing?

Reporting persons include Neos Partners, LP and several individuals—Jonna Peter Joseph, Savage David, Cannova Frank R., Bivins Trey, and Gofer Sergey. Each is listed as a director and ten percent owner in connection with the disclosed Class A stock and Opco LLC Interests transactions.

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^*

Jonna Peter Joseph

(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^*

Savage David

(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^*

Cannova Frank R.

(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^*

Bivins Trey

(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^*

Gofer Sergey

(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)