Welcome to our dedicated page for Forgent Power Solutions SEC filings (Ticker: FPS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. 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.
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.