STOCK TITAN

Forgent Power (NASDAQ: FPS) insiders log 48.6M-share sale and major holding shifts

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. reported several insider transactions by affiliated investment entities on Class A common stock and related Opco LLC interests. On June 1, 2026, an indirect holder recorded an open-market or private sale of 48,622,000 shares of Class A common stock. On the same date, an indirect holder also recorded a grant, award, or other acquisition of 15,852,319 Class A shares, while an equivalent 15,852,319 Opco LLC interests were disposed of to the issuer as a derivative transaction. After these transactions, indirect holdings in Class A common stock stood at 161,071,169 shares, with an additional 46,756 shares reported as directly held and 44,457,720 Opco LLC interests remaining indirectly held.

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 null | null | null | null | null | null | null | null | null
Sold 48,622,000 shs ($0.00)
Type Security Shares Price Value
Disposition Opco LLC Interests 15,852,319 $0.00 --
Grant/Award Class A common stock 15,852,319 $0.00 --
Sale Class A common stock 48,622,000 $0.00 --
holding Class A common stock -- -- --
Holdings After Transaction: Opco LLC Interests — 44,457,720 shares (Indirect, See Notes); Class A common stock — 161,071,169 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).
Shares sold 48,622,000 shares Class A common stock sale coded S on June 1, 2026
Shares acquired 15,852,319 shares Grant, award, or other acquisition of Class A common stock
Indirect Class A holdings 161,071,169 shares Total Class A common stock indirectly held after transactions
Direct Class A holdings 46,756 shares Class A common stock directly held after holding entry
Opco LLC interests disposed 15,852,319 interests Disposition to issuer as derivative transaction on June 1, 2026
Remaining Opco LLC interests 44,457,720 interests Indirect Opco LLC interests following the disposition
Net share change -48,622,000 shares Net buy/sell shares from transaction summary (net-sell)
grant, award, or other acquisition financial
"transaction_code_description": "Grant, award, or other acquisition""
Sale in open market or private transaction financial
"transaction_code_description": "Sale in open market or private transaction""
disposition to issuer financial
"transaction_action": "issuer disposition""
Opco LLC Interests financial
""security_title": "Opco LLC Interests""
indirect financial
""ownership_type": "indirect""
ten percent owner financial
""is_ten_percent_owner": 1"
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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)

FAQ

What insider transactions did Forgent Power Solutions (FPS) report on June 1, 2026?

Forgent Power Solutions reported multiple insider transactions on June 1, 2026, including a sale of 48,622,000 Class A shares, an acquisition of 15,852,319 Class A shares, and a related disposition of 15,852,319 Opco LLC interests to the issuer by affiliated entities.

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

Affiliated reporting entities for Forgent Power Solutions reported selling 48,622,000 shares of Class A common stock. The transaction was coded as an open-market or private sale, with the entry showing a transaction price per share of 0.0000 in the Form 4 data.

What Class A share holdings remain after the reported FPS insider transactions?

After the reported transactions, the filing shows 161,071,169 Class A common shares held indirectly by the reporting entities and 46,756 Class A shares held directly. These figures reflect ownership as of the transaction date, based solely on the positions detailed in this Form 4 excerpt.

How were Opco LLC interests of Forgent Power Solutions (FPS) affected in this Form 4?

The filing shows a disposition to the issuer of 15,852,319 Opco LLC interests, treated as a derivative transaction tied to the same number of underlying Class A shares. Following this, 44,457,720 Opco LLC interests remain indirectly held by the reporting entities.

What type of acquisition was reported for Forgent Power Solutions (FPS) insiders?

The Form 4 shows an indirect grant, award, or other acquisition of 15,852,319 Class A common shares, coded as transaction type A. This non-derivative acquisition occurred on June 1, 2026, and contributed to total indirect Class A holdings of 161,071,169 shares afterward.

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

The reporting persons include Neos Partners, LP and several affiliated entities such as Forgent Parent I–IV LP and their corresponding GP LLCs. They are identified as directors and ten percent owners, with certain holdings reported as indirect and described with “See Notes” regarding ownership nature.