Forgent Power Solutions CFO receives stock awards

Q: How do Amy E. Ard’s FPS awards vest?

Both awards vest in three equal annual installments, beginning on the first anniversary of the grant date, subject to continued service through each applicable vesting date.

Both awards vest in three equal annual installments beginning on the grant date’s first anniversary, subject to continued service.

Available on EDGAR 11/03/2026 - 11:32 AM EST Accepted by SEC EDGAR 11/03/2026 - 11:31 AM EST

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Form Type

Rhea-AI Filing Summary

Forgent Power Solutions, Inc. (FPS) Chief Financial Officer Amy E. Ard acquired 7,268 restricted stock units and 18,574 non-qualified stock options on November 1, 2026. Her reported direct Class A Common Stock position following the RSU award was 69,480 shares. The options have a $25.81 exercise price and expire November 1, 2036.

Insider Trade Summary

Grant/Award: 25,842 shares

Grant/Award 2 txns

Insider Ard Amy E

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Non-qualified stock options (right-to-buy) ^F2	18,574	$0.00	$0.00
Grant/Award	Class A Common Stock ^F1	7,268	$0.00	$0.00

Holdings After Transaction: Non-qualified stock options (right-to-buy) — 18,574 contracts (Direct); Class A Common Stock — 69,480 shares (Direct)

Holdings Before and After: Non-qualified stock options (right-to-buy), 0 to 18,574 contracts (Direct); Class A Common Stock, 62,212 to 69,480 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: 7,268 RSUs Non-qualified stock options granted: 18,574 options Exercise price: $25.81 per share +3 more

6 metrics

Restricted stock units granted 7,268 RSUs November 1, 2026

Non-qualified stock options granted 18,574 options November 1, 2026

Exercise price $25.81 per share Non-qualified stock options

Reported direct Class A Common Stock position following RSU award 69,480 shares Following the November 1, 2026 transaction

Option expiration November 1, 2036 Non-qualified stock options

Vesting schedule 3 equal annual installments Beginning on the first anniversary of the grant date, subject to continued service

Key Terms

restricted stock units (RSU), Non-qualified stock options, vesting

3 terms

restricted stock units (RSU) financial

"Consists of restricted stock units (RSU)."

Non-qualified stock options financial

"Non-qualified stock options (right-to-buy)"

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

"vest in three equal annual installments"

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many RSUs and options did FPS CFO Amy E. Ard receive?

On November 1, 2026, FPS Chief Financial Officer Amy E. Ard acquired 7,268 restricted stock units and 18,574 non-qualified stock options.

How do Amy E. Ard’s FPS awards vest?

Both awards vest in three equal annual installments, beginning on the first anniversary of the grant date, subject to continued service through each applicable vesting date.

What are the terms of Amy E. Ard’s FPS stock options?

The 18,574 non-qualified stock options have an exercise price of $25.81 per share and expire November 1, 2036.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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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^*

Ard Amy E

(Last)

(First)

(Middle)

11500 DAYTON PARKWAY

(Street)

DAYTON

MINNESOTA

55369

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
11/01/2026

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

X	Form filed by One Reporting Person
	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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	11/01/2026		A		7,268⁽¹⁾	A	$0	69,480	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Non-qualified stock options (right-to-buy)	$25.81	11/01/2026		A		18,574		⁽²⁾	11/01/2036	Class A Common Stock	18,574	$0	18,574	D

Explanation of Responses:

1. 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.

2. 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.

	/s/ Samantha Holzberg, attorney-in-fact for Ms. Ard	11/03/2026
	** 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)

Source: View Original Filing on SEC EDGAR