Forgent Power grants CAO 24,190-share equity award
Forgent Power Solutions’ chief accounting officer received time-vested RSUs and stock options totaling 24,190 underlying shares as part of equity compensation.
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Form Type
4
Rhea-AI Filing Summary
Forgent Power Solutions, Inc. (FPS) reported that Chief Accounting Officer Lund Inez received equity awards on September 1, 2026. The grants include 7,043 shares of Class A Common Stock in the form of restricted stock units and 17,147 non-qualified stock options with a $29.27 exercise price, expiring September 1, 2036. Both the RSUs and options vest in three equal annual installments starting on the first anniversary of the grant date, subject to continued service, and the reported post-transaction holdings equal the granted amounts.
Insider Trade Summary
Grant/Award: 24,190 shares
Grant/Award
2 txns
Insider
Lund Inez
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Non-qualified stock options (right-to-buy) F2 | 17,147 | $0.00 | $0.00 |
| Grant/Award | Class A Common Stock F1 | 7,043 | $0.00 | $0.00 |
Holdings After Transaction:
Non-qualified stock options (right-to-buy) — 17,147 contracts (Direct);
Class A Common Stock — 7,043 shares (Direct)
Footnotes (2)
- F1. Consists of restricted stock units (RSU). RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date.
- F2. Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date.
Key Figures
Restricted stock units granted: 7,043 shares
Stock options granted: 17,147 options
Option exercise price: $29.27 per share
+5 more
8 metrics
Restricted stock units granted
7,043 shares
RSUs of Class A Common Stock granted on September 1, 2026
Stock options granted
17,147 options
Non-qualified stock options granted on September 1, 2026
Option exercise price
$29.27 per share
Exercise price for 17,147 non-qualified stock options
Option expiration date
September 1, 2036
Expiration for 17,147 non-qualified stock options
RSU post-transaction holdings
7,043 shares
Total Class A Common Stock held directly via RSUs after grant
Option post-transaction holdings
17,147 options
Total non-qualified stock options held directly after grant
Vesting schedule
3 equal annual installments
Applies to both RSUs and stock options starting one year after grant
Total underlying shares in awards
24,190 shares
Combined underlying Class A Common Stock from RSUs and options
Key Terms
restricted stock units (RSU), Non-qualified stock options, vesting, Class A Common Stock
4 terms
restricted stock units (RSU) financial
"Consists of restricted stock units (RSU). RSUs will vest in three"
Non-qualified stock options financial
"Non-qualified stock options vest in three equal annual installments"
Non-qualified stock options are a type of employee benefit that gives individuals the right to buy company shares at a set price, usually lower than the market value, within a certain period. Unlike other options that may have special tax advantages, these options are taxed as income when exercised, which can affect how much money the employee or investor ultimately gains. They are important because they can influence company compensation strategies and impact the financial outcomes for employees and investors.
vesting financial
"will vest in three equal annual installments beginning on the first"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
Class A Common Stock financial
"underlying_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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did FPS report for Chief Accounting Officer Lund Inez?
Lund Inez received 7,043 restricted stock units of Class A Common Stock and 17,147 non-qualified stock options on September 1, 2026, as equity compensation awards that vest over three years.
How many RSUs were granted to the FPS Chief Accounting Officer in this Form 4?
The Chief Accounting Officer received 7,043 restricted stock units (RSUs) of Class A Common Stock, which vest in three equal annual installments starting on the first anniversary of the September 1, 2026 grant date, subject to continued service.
What are the key terms of the stock options granted to the FPS Chief Accounting Officer?
The filing reports 17,147 non-qualified stock options with an exercise price of $29.27 per share, expiring on September 1, 2036. These options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service.
Are the FPS equity awards to Lund Inez time-vested?
Yes. Both the 7,043 RSUs and the 17,147 non-qualified stock options will vest in three equal annual installments starting on the first anniversary of the September 1, 2026 grant date, subject to continued service through each vesting date.
Were these FPS insider transactions made under a Rule 10b5-1 trading plan?
No. The Form 4 indicates the Rule 10b5-1 checkbox as not affirmatively checked, and the transactions are reported as equity compensation grants, not trades under a Rule 10b5-1 plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
