Forgent Power (FPS) insiders report large share sale and internal equity shifts

Rhea-AI Filing Summary

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 161,071,169 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.

Insights

Insider transactions analyst

Large insider sale is partly offset by internal equity reclassification.

The filing for Forgent Power Solutions, Inc. shows Neos Partners, LP and related directors reporting a net-sell pattern. An indirect sale of 48,622,000 Class A shares is paired with a grant of 15,852,319 Class A shares and disposal of the same number of Opco LLC Interests.

Because the grant and the Opco LLC disposition are non-market, they look like internal restructuring of economic exposure rather than pure selling. Post-transaction, indirect ownership of 161,071,169 Class A shares and 44,457,720 Opco LLC Interests suggests a substantial continuing stake.

The net effect is a notable reduction in the reported position from the sale, but the large remaining holdings mean the group still has significant exposure. The filing does not indicate any Rule 10b5-1 plan or timing rationale in the excerpt, so interpretation relies mainly on the size and structure of these moves.

Insider Trade Summary

4 transactions reported

Net Sell 4 txns

Insider Neos Partners, LP, Jonna Peter Joseph, Savage David, Cannova Frank R., Bivins Trey, Gofer Sergey

Role null | null | null | null | null | null

Sold 48,622,000 shs ($0.00)

Type	Security	Shares	Price	Value
Disposition	Opco LLC Interests	15,852,319	$0.00	--
Grant/Award	Class A common stock	15,852,319	$0.00	--
Sale	Class A common stock	48,622,000	$0.00	--
holding	Class A common stock	--	--	--

Holdings After Transaction: Opco LLC Interests — 44,457,720 shares (Indirect, See Notes); Class A common stock — 161,071,169 shares (Indirect, See Notes); Class A common stock — 46,756 shares (Direct, null)

Footnotes (1)

1. See Exhibit 99.1 for text of footnote (1). See Exhibit 99.1 for text of footnote (2). See Exhibit 99.1 for text of footnote (3). See Exhibit 99.1 for text of footnote (4). See Exhibit 99.1 for text of footnote (5). See Exhibit 99.1 for text of footnote (6.) See Exhibit 99.1 for text of footnote (7). See Exhibit 99.1 for text of footnote (8). See Exhibit 99.1 for text of footnote (9). See Exhibit 99.1 for text of footnote (10). See Exhibit 99.1 for text of footnote (11).

Key Figures

Indirect Class A shares sold: 48,622,000 shares Class A shares acquired: 15,852,319 shares Opco LLC Interests disposed: 15,852,319 interests +4 more

7 metrics

Indirect Class A shares sold 48,622,000 shares Class A common stock sale coded 'S' on 2026-06-01

Class A shares acquired 15,852,319 shares Grant/award acquisition coded 'A' on 2026-06-01

Opco LLC Interests disposed 15,852,319 interests Derivative disposition to issuer coded 'D' on 2026-06-01

Indirect Class A holdings after 161,071,169 shares Total shares following acquisition transaction

Indirect Opco LLC holdings after 44,457,720 interests Total Opco LLC Interests following disposition

Direct Class A holdings after 46,756 shares Direct Class A common stock holding entry

Net buy/sell shares -48,622,000 shares transactionSummary netBuySellShares net-sell direction

Key Terms

Opco LLC Interests, grant/award acquisition, issuer disposition, indirect ownership, +1 more

5 terms

Opco LLC Interests financial

"security_title: "Opco LLC Interests" with underlying Class A Common Stock"

grant/award acquisition financial

"transaction_action: "grant/award acquisition" for Class A common stock"

issuer disposition financial

"transaction_action: "issuer disposition" for Opco LLC Interests"

indirect ownership financial

"ownership_type: "indirect" with nature_of_ownership "See Notes""

10% owner regulatory

"is_ten_percent_owner: 1 for each reporting person"

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Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED 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)

X	Director	X	10% 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
X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Class A common stock	06/01/2026		A(2)		15,852,319(3)	A	(2)	161,071,169(4)	I	See Notes(1)(10)(11)
Class A common stock	06/01/2026		S		48,622,000(5)	D	(6)	112,449,169(7)	I	See Notes(1)(10)(11)
Class A common stock								46,756(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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Opco LLC Interests	(2)	06/01/2026		D			15,852,319(3)	(2)	(2)	Class A Common Stock(2)	15,852,319(3)	(2)	44,457,720(9)	I	See 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

X	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Jonna Peter Joseph

(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

X	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Savage David

(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

X	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Cannova Frank R.

(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

X	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Bivins Trey

(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

X	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Gofer Sergey

(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

X	Director	X	10% 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 third 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 Signatures	06/03/2026
	** Signature of Reporting Person	Date
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)

FAQ

What insider transactions did Forgent Power Solutions (FPS) report in this Form 4?

The Form 4 reports a large indirect sale of 48,622,000 Class A common shares, an indirect acquisition of 15,852,319 Class A shares, and a disposition of 15,852,319 Opco LLC Interests to the issuer, reflecting a mix of selling and internal equity reclassification.

Who are the reporting persons in the Forgent Power Solutions (FPS) Form 4?

Reporting persons include Neos Partners, LP and directors Jonna Peter Joseph, Savage David, Cannova Frank R., Bivins Trey, and Gofer Sergey. They are identified as directors and 10% owners, indicating significant roles and sizeable ownership stakes in Forgent Power Solutions.

How many Forgent Power Solutions (FPS) shares were sold in the reported transaction?

The filing shows an indirect sale of 48,622,000 shares of Forgent Power Solutions Class A common stock. This transaction is coded as an open-market or private sale, contributing to a net-sell direction in the overall transaction summary for the reporting group.

What equity did insiders of Forgent Power Solutions (FPS) acquire in this Form 4?

Insiders indirectly acquired 15,852,319 Class A common shares through a transaction coded as a grant, award, or other acquisition. At the same time, they disposed of 15,852,319 Opco LLC Interests linked to the same number of underlying Class A shares.

What are the holdings of Forgent Power Solutions (FPS) insiders after these transactions?

After the transactions, indirect holdings total 161,071,169 Class A common shares and 44,457,720 Opco LLC Interests, while direct ownership includes 46,756 Class A shares. These figures show that insiders still maintain a substantial position following the reported activity.

Does the Forgent Power Solutions (FPS) Form 4 indicate option exercises or remaining derivatives?

The transaction data show no option exercises, with exerciseCount and exerciseShares both at zero. The derivativeSummary is empty, indicating no remaining derivative positions such as options or warrants are detailed in this particular Form 4 excerpt.