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. reporting entities, including Neos Partners, LP and several Forgent Parent funds and GPs, reported multiple transactions in Class A common stock and related Opco LLC Interests on 2026-07-06.
They reported an open-market or private sale of 43,650,000 shares of Class A common stock at a stated price of $0.0000 per share through indirect ownership. On the same date, they reported an indirect acquisition of 14,555,925 Class A shares and a corresponding disposition to the issuer of 14,555,925 Opco LLC Interests linked to the same number of Class A shares.
Following these transactions, the reporting entities show indirect ownership of 83,355,094 Class A shares, derivative holdings of 29,901,795 Opco LLC Interests, and a separate direct holding of 46,756 Class A sharesnet sale of 43,650,000 shares of Class A common stock.
Forgent Power Solutions, Inc. is registering 43,650,000 shares of Class A common stock, consisting of 29,094,075 shares to be sold by existing selling stockholders and 14,555,925 shares to be sold by the company. The prospectus states the company will use the net proceeds it receives to purchase Opco LLC Interests of Forgent Power Solutions LLC, while the selling stockholders will receive proceeds from their sales. The offering price shown on the cover is $49.00 per share and the underwriters have an option to purchase additional shares. The filing reiterates the company’s Up-C structure, the existence of a Tax Receivable Agreement obligating the company to make substantial payments to TRA participants, and discloses continuing control by Neos-affiliated holders that will cease to be a "controlled company" if the offering sells out.
Forgent Power Solutions, Inc. is registering 35,000,000 shares of Class A common stock in a mixed primary and secondary offering. Of these, 11,671,418 shares are sold by the company and 23,328,582 shares by existing stockholders. Company proceeds will be used to buy Opco LLC Interests from Opco, which will redeem units from existing owners, simplifying the Up-C structure.
Forgent operates as a holding company in an Up-C structure, is party to a Tax Receivable Agreement that shares 85% of certain tax savings with legacy owners, and expects these payments to last more than fifteen years. Continuing Equity Owners currently hold 51.54% of Opco’s economic interests and voting power but are expected to lose “controlled company” status after this offering. The business designs and manufactures customized electrical distribution equipment for data centers, grid and industrial markets, with revenues rising from $515.6 million to $958.4 million for the nine months ended March 31, 2026 and Backlog increasing from about $2.0 billion to $2.4 billion between March 31 and May 31, 2026.
Forgent Power Solutions, Inc., through its subsidiary Forgent Power LLC, amended its existing Credit Agreement on June 23, 2026. The amendment refinances the initial term loans with Amendment No. 1 Refinancing Term Loans in an aggregate principal amount of $600,000,000 at a reduced interest rate margin.
The amendment also lowers the interest margin on the existing revolving credit commitments. After this change, the Senior Credit Facilities will bear interest at the Parent Borrower’s option of a base rate plus 1.25% per year or Term SOFR plus 2.25% per year, both subject to a 0.00% floor.
Forgent Power Solutions, Inc. reported a set of insider transactions involving Neos Partners, LP and several directors. The filing shows an indirect sale of 48,622,000 shares of Class A common stock and an indirect acquisition of 15,852,319 Class A shares through a grant or similar award. The same number of 15,852,319 Opco LLC Interests was disposed of to the issuer, tied to underlying Class A common stock. After these transactions, indirect holdings stand at 112,449,169 Class A shares and 44,457,720 Opco LLC Interests, with an additional 46,756 Class A shares held directly. Overall, the activity combines a large reported sale with offsetting equity movements inside the ownership structure.
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.
Forgent Power Solutions, Inc. reports that Neos Partners, LP and affiliated Forgent Parent entities, all directors and 10% owners, restructured their indirect interests on June 1, 2026. They disposed 15,852,319 Opco LLC Interests linked to Class A shares, received 15,852,319 Class A common shares, and sold 48,622,000 Class A common shares in an open market or private transaction. Following these transactions, they report indirect ownership of 112,449,169 Class A common shares and separate direct ownership of 46,756 Class A common shares.
Forgent Power Solutions is registering 42,280,000 shares of Class A common stock. This prospectus covers 28,542,420 shares offered by selling stockholders Forgent Parent I LP and Forgent Parent IV LP (collectively) and 13,737,580 shares being sold by the company. The public offering price is $47.00 per share, with expected gross proceeds to the company of $627,910,438 and to the selling stockholders of $1,304,602,662 before expenses. The company will use its net proceeds to purchase Opco LLC Interests and Opco will use proceeds to redeem certain existing Opco owners; the selling stockholders' proceeds go solely to them. The prospectus describes the company’s Up-C structure, the Tax Receivable Agreement (under which the company must pay 85% of certain tax benefits to TRA participants), and notes the company is a NYSE-listed, controlled company with principal markets in Data Center, Grid and Industrial.