STOCK TITAN

Forgent Power Solutions (NYSE: FPS) insiders restructure holdings, sell 48.6M shares

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. reports that Neos Partners, LP and affiliated Forgent Parent entities, all directors and 10% owners, restructured their indirect interests on June 1, 2026. They disposed 15,852,319 Opco LLC Interests linked to Class A shares, received 15,852,319 Class A common shares, and sold 48,622,000 Class A common shares in an open market or private transaction. Following these transactions, they report indirect ownership of 112,449,169 Class A common shares and separate direct ownership of 46,756 Class A common shares.

Positive

  • None.

Negative

  • None.

Insights

Large net share sale paired with internal reallocation of holdings.

The filing shows affiliated reporting entities for Forgent Power Solutions engaging in a sizeable net sale of Class A common stock alongside internal shifts between Opco LLC interests and Class A shares. The sale entry covers 48,622,000 shares at a stated price of 0.0000 per share.

Separate entries record an acquisition of 15,852,319 Class A shares and a disposition to the issuer of the same number of Opco LLC interests, suggesting a structured adjustment between derivative and non-derivative positions. After these steps, the entities report 161,071,169 Class A shares indirectly and 44,457,720 Opco LLC interests remaining.

The combination of a large sale with substantial remaining ownership indicates that these entities retain a significant stake, though the filing excerpt does not quantify this as a percentage of total shares. Future company filings may further clarify how these ownership levels relate to overall capital structure.

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 Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner
Sold 48,622,000 shs ($0.00)
Type Security Shares Price Value
Disposition Opco LLC Interests 15,852,319 $0.00 $0.00
Grant/Award Class A common stock 15,852,319 $0.00 $0.00
Sale Class A common stock 48,622,000 $0.00 $0.00
holding Class A common stock -- -- --
Holdings After Transaction: Opco LLC Interests — 44,457,720 shares (Indirect, See Notes); Class A common stock — 112,449,169 shares (Indirect, See Notes); Class A common stock — 46,756 shares (Direct)
Footnotes (11)
  1. F1. See Exhibit 99.1 for text of footnote (1).
  2. F2. See Exhibit 99.1 for text of footnote (2).
  3. F3. See Exhibit 99.1 for text of footnote (3).
  4. F4. See Exhibit 99.1 for text of footnote (4).
  5. F5. See Exhibit 99.1 for text of footnote (5).
  6. F6. See Exhibit 99.1 for text of footnote (6.)
  7. F7. See Exhibit 99.1 for text of footnote (7).
  8. F8. See Exhibit 99.1 for text of footnote (8).
  9. F9. See Exhibit 99.1 for text of footnote (9).
  10. F10. See Exhibit 99.1 for text of footnote (10).
  11. F11. See Exhibit 99.1 for text of footnote (11).
Class A shares sold 48,622,000 shares Non-derivative sale on June 1, 2026 in open market or private transaction
Opco LLC Interests disposed 15,852,319 interests Derivative disposition to issuer on June 1, 2026 linked to Class A stock
Class A shares acquired 15,852,319 shares Grant, award, or other acquisition of Class A common stock on June 1, 2026
Indirect Class A holdings after 112,449,169 shares Post-transaction indirect ownership position in Class A common stock
Direct Class A holdings after 46,756 shares Direct holding of Class A common stock reported as of June 1, 2026
Net buy/sell shares -48,622,000 shares Transaction summary net buy/sell direction marked as net-sell
Opco LLC Interests financial
"Disposition of 15,852,319 Opco LLC Interests linked to Class A stock"
Class A common stock financial
"Acquisition and sale of Class A common stock on June 1, 2026"
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.
indirect ownership financial
"Indirect ownership of 112,449,169 Class A common shares is reported"
Disposition to issuer financial
"Derivative transaction code description notes a Disposition to issuer"
grant/award acquisition financial
"Non-derivative transaction described as a grant/award acquisition"

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FAQ

What insider share sale did FPS report in this Form 4?

Forgent Power Solutions’ filing shows affiliated entities sold 48,622,000 Class A common shares on June 1, 2026 in a transaction described as a sale in open market or private dealings, while simultaneously restructuring other holdings.

How many FPS shares do Neos Partners and affiliates hold after the Form 4 transactions?

After the June 1, 2026 transactions, the reporting entities show indirect holdings of 112,449,169 Class A common shares, plus a separate direct position of 46,756 Class A common shares, all described as to ownership in accompanying notes.

What restructuring of Opco LLC Interests did FPS disclose for its insiders?

The Form 4 notes a disposition to the issuer of 15,852,319 Opco LLC Interests, with an equivalent 15,852,319 Class A common shares acquired on June 1, 2026, reflecting a shift from Opco LLC Interests into Class A stock.

Are the FPS insider holdings reported as direct or indirect ownership?

Most holdings for Neos Partners and the Forgent Parent entities are reported as indirect ownership of 112,449,169 Class A shares, with 46,756 Class A shares listed as direct ownership; the precise ownership structure is described in referenced notes.

Which entities are listed as insiders in the FPS Form 4 filing?

The filing lists Neos Partners, LP, four Forgent Parent LPs and four Forgent Parent GP LLCs, each shown as a director and 10% owner, collectively reporting the June 1, 2026 share transactions and post-transaction holdings.

SEC Form 4
FORM 4UNITED 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)
XDirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm 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)
CodeVAmount(A) or (D)Price
Class A common stock06/01/2026A(2)15,852,319(3)A(2)161,071,169(4)ISee Notes(1)(10)(11)
Class A common stock06/01/2026S48,622,000(5)D(6)112,449,169(7)ISee Notes(1)(10)(11)
Class A common stock46,756(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Opco LLC Interests(2)06/01/2026D15,852,319(3) (2) (2)Class A Common Stock(2)15,852,319(3)(2)44,457,720(9)ISee 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
XDirectorX10% 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
XDirectorX10% 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
XDirectorX10% 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
XDirectorX10% 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
XDirectorX10% 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
XDirectorX10% 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
XDirectorX10% 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
XDirectorX10% 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
XDirectorX10% 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 Signatures06/03/2026
** Signature of Reporting PersonDate
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)