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  4. [Form 4] Forgent Power Solutions, Inc. Insider Trading Activity

Neos entities trade tens of millions of Forgent Power (FPS) shares and Opco interests

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

Rhea-AI Filing Summary

Neos Partners, LP and affiliated Neos entities, all significant owners of Forgent Power Solutions, Inc. (FPS), reported several related transactions in Class A common stock and Opco LLC Interests dated June 1, 2026.

The filing shows an indirect open-market or private sale of 48,622,000 shares of Class A common stock, after which the reporting entities held 112,449,169 Class A shares indirectly and 46,756 shares directly. On the same date, they reported an indirect acquisition of 15,852,319 Class A shares and a corresponding disposition to the issuer of 15,852,319 Opco LLC Interests, leaving 44,457,720 Opco LLC Interests indirectly held. No remaining derivative positions are listed in this filing.

Positive

  • None.

Negative

  • None.
Insider Neos Partners, LP, Neos Partners GP, LLC, Neos Partners I LP, Neos Partners I-A LP, Neos Partners I-B LP, Neos Partners I Expansion LP, Neos Partners I GP LLC, Neos Partners I Expansion 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
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).
Indirect shares sold 48,622,000 shares Class A common stock sale on June 1, 2026
Indirect Class A holdings after sale 112,449,169 shares Class A common stock held indirectly after June 1, 2026
Direct Class A holdings after transactions 46,756 shares Directly held Class A common stock after June 1, 2026
Class A shares acquired 15,852,319 shares Grant/award or other acquisition on June 1, 2026
Opco LLC Interests disposed 15,852,319 interests Disposition to issuer on June 1, 2026
Opco LLC Interests after disposition 44,457,720 interests Indirectly held following June 1, 2026 transaction
Class A common stock financial
"The filing shows an indirect open-market or private sale of 48,622,000 shares of 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
"they reported an indirect acquisition of 15,852,319 Class A shares and a corresponding disposition to the issuer of 15,852,319 Opco LLC Interests"
grant/award acquisition financial
"they reported an indirect acquisition of 15,852,319 Class A shares and a corresponding disposition"
issuer disposition financial
"a corresponding disposition to the issuer of 15,852,319 Opco LLC Interests"
indirect ownership financial
"After the sale, the reporting Neos entities collectively reported holding 112,449,169 Class A shares indirectly"

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Form 4 Insider Transactions: What Each Field Means →

FAQ

What insider transactions did Neos entities report for Forgent Power Solutions (FPS)?
Neos-affiliated entities reported multiple transactions involving FPS on June 1, 2026. These included a large indirect sale of Class A common stock, an indirect acquisition of additional Class A shares, and a related disposition of Opco LLC Interests back to the issuer, all on the same date.

How many Forgent Power Solutions (FPS) shares were sold in the reported Neos transaction?
The filing shows an indirect sale of 48,622,000 FPS Class A shares. This transaction was coded as an open-market or private sale. After the sale, the reporting Neos entities collectively reported holding 112,449,169 Class A shares indirectly, plus 46,756 shares directly.

What FPS holdings did Neos entities report after the June 1, 2026 transactions?
After the transactions, Neos entities reported 112,449,169 Class A shares indirectly and 46,756 shares directly. They also reported holding 44,457,720 Opco LLC Interests indirectly. These figures represent the positions as shown following the reported transactions on that date.

How were Opco LLC Interests involved in the Neos transactions with FPS?
The filing reports a disposition of 15,852,319 Opco LLC Interests back to the issuer. This derivative transaction matched the share count of the acquired Class A stock and left 44,457,720 Opco LLC Interests indirectly held by the Neos entities after the disposition.
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*
Neos Partners 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*
Neos Partners 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*
Neos Partners I-A 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*
Neos Partners I-B 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*
Neos Partners I Expansion 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*
Neos Partners 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*
Neos Partners I Expansion 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 second 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)

Source: View Original Filing on SEC EDGAR