Forgent Power Solutions' SEC filings document its public-company registration, operating results, material agreements and capital structure. Registration statements describe offerings of Class A common stock, the company's electrical distribution equipment business, risk factors and the relationship between the public company and its operating subsidiary.
Material-event filings include quarterly results disclosures, exhibits and non-GAAP reconciliations, as well as agreements connected to the IPO and operating-company structure. These records identify underwriting arrangements, a tax receivable agreement, registration rights, an amended operating-company LLC agreement, stockholder agreements and redemption arrangements for operating-subsidiary interests. The filings also identify Forgent as an emerging growth company for Exchange Act reporting purposes.
Forgent Power Solutions, Inc. insiders reported sizeable equity moves. A group of more than ten reporting persons, with Neos Partners, LP as designated filer, reported several transactions dated February 9, 2026 involving Class A common stock and Opco LLC interests.
The group indirectly disposed of 2,487,964 Opco LLC interests coded as a disposition to the issuer and indirectly acquired 2,487,964 shares of Class A common stock as a grant, award, or other acquisition, both at a stated price of $0.00 per unit. They also indirectly sold 8,400,000 Class A common shares at $25.785 per share, leaving 168,935,645 Class A shares held indirectly and 46,756 Class A shares held directly following the reported transactions.
Forgent Power Solutions, Inc. 10% owners associated with Neos Partners LP reported significant insider transactions. On February 9, 2026, they disposed of 2,487,964 Opco LLC Interests to the issuer and simultaneously acquired 2,487,964 shares of Class A common stock for $0.00 per share.
On the same date, these reporting persons sold 8,400,000 shares of Class A common stock in open‑market or private transactions at an average price of $25.785 per share, leaving 168,935,645 Class A shares and 71,093,244 Opco LLC Interests held indirectly, plus 46,756 Class A shares held directly.
The filing is the second of three identical reports for the same event, split due to a limit of more than 10 reporting persons in the EDGAR system, and is filed by designated filer Neos Partners, LP.
Neos Partners, LP and affiliated entities, as 10% owners and directors of Forgent Power Solutions (FPS), reported significant insider transactions in Class A common stock on 02/09/2026. They disposed of 2,487,964 Opco LLC Interests indirectly to the issuer and simultaneously acquired 2,487,964 shares of Class A common stock at a stated price of $0.00 per share, reflecting an internal reclassification.
On the same date, these reporting persons sold 8,400,000 shares of Class A common stock in open-market or private transactions at $25.785 per share. After these transactions, they indirectly held 168,935,645 shares of Class A common stock and 71,093,244 Opco LLC Interests, and directly held 46,756 shares of Class A common stock.
Forgent Power Solutions, Inc. completed its initial public offering of 56,000,000 shares of Class A common stock at $27.00 per share, followed by the underwriters’ full exercise of an 8,400,000-share over-allotment option. Of the initial 56,000,000 shares, 16,586,427 were sold by the Company and 39,413,573 by selling stockholders.
The Company will use net proceeds from its primary shares, and from the additional 2,487,964 over-allotment shares sold by the Company, to redeem interests in an operating subsidiary held by existing equity owners controlled by Neos Partners, LP. In connection with the IPO, Forgent issued 90,167,635 shares of Class B common stock to existing LLC holders, adopted an Amended and Restated Certificate of Incorporation and Bylaws authorizing 2,000,000,000 Class A, 100,000,000 Class B and 20,000,000 preferred shares, approved a 2026 Equity Incentive Plan, and put in place governance and LLC agreements that allow existing owners to redeem up to 73,581,208 Opco LLC interests for Class A shares or cash on a one-for-one basis.
Forgent Power Solutions, Inc. is offering 56,000,000 shares of Class A common stock at $27.00 per share in its initial public offering, including 16,586,427 new shares from the company and 39,413,573 shares from selling stockholders. The company expects gross proceeds to itself of about $447.7 million if the underwriters’ option is fully exercised, and selling holders would receive over $1.0 billion.
Forgent will use its net proceeds to buy Opco LLC Interests from its operating partnership, which will redeem interests from existing owners, in an "Up‑C" structure that leaves legacy owners with most economic and voting power. The company will own about 75.83% of Opco after the deal and will be a NYSE "controlled company".
Forgent designs and manufactures electrical distribution equipment for data centers, the grid and industrial facilities. Revenue grew 56% to $753.2 million in fiscal 2025 and backlog reached $1,027.1 million as of September 30, 2025. Preliminary results for the six months ended December 31, 2025 show revenues of $565.0–$580.0 million and Adjusted EBITDA of $123.0–$126.0 million, with backlog of $1,493.1 million and total debt of $583.5 million.
Neos Partners, LP and affiliated insiders reported their ownership stakes in Forgent Power Solutions, Inc. on a Form 3 dated February 5, 2026. The group is identified as both directors and 10% owners of FPS.
They report indirect beneficial ownership of 174,847,681 shares of Class A common stock, plus Opco LLC Interests representing 73,581,208 Class A common shares. An additional 46,756 Class A shares are reported as held directly. These disclosures reflect existing holdings rather than new buy or sell transactions.
Forgent Power Solutions, Inc. received an initial ownership report showing that Neos Partners, LP and related entities are directors and 10% owners as of 02/05/2026. They report indirect beneficial ownership of 174,847,681 shares of Class A common stock and Opco LLC interests representing 73,581,208 underlying Class A shares. In addition, 46,756 Class A shares are reported as directly owned. The filing records existing holdings rather than new share purchases or sales.
Forgent Power Solutions, Inc. (FPS) received an initial ownership report from a group of more than ten related entities, with Neos Partners, LP as designated filer. The group reports beneficial ownership of 174,847,681 shares of Class A common stock indirectly and 46,756 shares directly.
The reporting persons are identified as both directors and more-than-10% owners and also report indirect ownership of Opco LLC interests representing 73,581,208 shares of Class A common stock underlying a derivative position. Detailed ownership structure and relationships are described in incorporated Exhibits 99.1 and 99.2.
Forgent Power Solutions, Inc. Chief Accounting Officer Lund Inez filed an initial ownership report showing incentive units linked to the company’s equity. These incentive units correspond to the equivalent of 47,343 shares of Class A common stock, based on the initial public offering price.
The units are profits interests in Forgent Parent I, II and III LP and will vest in eight equal three‑month installments after the IPO if Lund Inez remains continuously employed or engaged through each vesting date. The filing notes that any beneficial ownership is only to the extent of the officer’s pecuniary interest, which is expressly disclaimed beyond that amount.
Forgent Power Solutions, Inc. director Neel Bhatia reports beneficial ownership of 61,266 shares of Class A common stock, held directly. This total includes 5,710 restricted stock units that vest based on the earlier of a one-year anniversary or the first annual meeting, and 55,556 RSUs that vest in three annual increments starting February 4, 2026, subject to continued service and award terms.