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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.
Forgent Power Solutions, Inc.’s Chief Legal Officer, Tyson Hottinger, filed an initial statement of beneficial ownership. He reports incentive units that are economically equivalent to 506,428 shares of Class A common stock based on the initial public offering price.
The incentive units are profits interests in Forgent Parent I LP and give a right to receive distributions from that partnership. After the company’s initial public offering, unvested incentive units will vest in eight equal three‑month installments if he remains continuously employed or engaged. Distributions may be paid in an equivalent number of Class A shares or, at Forgent Parent I LP’s election, in cash.
Forgent Power Solutions, Inc. Chief Financial Officer Ryan Fiedler reported his initial beneficial ownership of incentive units linked to the company’s Class A common stock. These incentive units currently correspond to the equivalent of 536,097 shares of Class A common stock, based on the initial public offering price.
The incentive units are issued through Forgent Parent I LP, Forgent Parent II LP and Forgent Parent III LP and are intended to function as profits interests for tax purposes. After the company’s initial public offering, unvested units vest in eight equal three‑month installments if he remains employed. Distributions on these units may be made in either an equivalent number of Class A shares or, at the election of the Forgent Parent entities, in cash. Fiedler may be deemed to beneficially own only to the extent of his pecuniary interest and expressly disclaims ownership beyond that.
Forgent Power Solutions, Inc. director Gregory M. Spierkel reported his initial holdings of the company’s Class A common stock. He beneficially owns 145,215 shares directly.
This amount includes 6,327 restricted stock units that vest on the earlier of the first anniversary of the grant date or the day before the first annual meeting, and 138,888 restricted stock units that vest in three increments on each of the first three anniversaries of February 4, 2026. All vesting is subject to his continued service and the terms of the award agreements.
Forgent Power Solutions, Inc. director Anthony L. Trunzo reports beneficial ownership of 62,038 shares of the company’s Class A common stock. This amount includes 6,482 restricted stock units (RSUs) that vest on the earlier of the first anniversary of the grant date or immediately before the first annual meeting after the grant, and 55,556 RSUs that vest in three increments on each of the first three anniversaries of February 4, 2026, contingent on his continued service and the applicable award agreements.
Forgent Power Solutions, Inc. Chief Executive Officer and director Gary John Niederpruem filed an initial ownership report showing holdings of incentive units linked to the company’s equity. These incentive units correspond to the equivalent of 945,915 shares of Class A common stock based on the initial public offering price.
The incentive units are issued through Forgent Parent I LP, Forgent Parent II LP and Forgent Parent III LP and are intended to be profits interests for tax purposes. After the company’s initial public offering, unvested units vest in eight equal three-month installments if he continues to be employed or engaged. Distributions on these units may be paid in shares of Class A common stock or, at the election of the Forgent Parent entities, in cash, and Niederpruem disclaims beneficial ownership beyond his pecuniary interest.