|4Feb 11, 7:08 PM ET

Forgent Parent IV LP 4

4 · Forgent Power Solutions, Inc. · Filed Feb 11, 2026

Research Summary

AI-generated summary of this filing

Updated

Forgent Power Solutions (FPS) 10% Owner Neos Partners Sells 8.4M Shares

What Happened
Neos Partners, LP (listed as a 10% owner) sold 8,400,000 shares of Forgent Power Solutions in an open‑market transaction on February 9, 2026 at $25.79 per share, generating approximately $216,594,000. The same filing also reports an acquisition/award of 2,487,964 shares and a simultaneous disposition of those 2,487,964 shares back to the issuer (a derivative disposition). The primary headline action here is the large open‑market sale (a disposition).

Key Details

  • Transaction date: 2026-02-09; Filing date: 2026-02-11 (Form 4 accession 0001193125-26-047139). Filing appears timely for a Feb 9 trade.
  • Open‑market sale: 8,400,000 shares at $25.79 each = $216,594,000. (Transaction code S)
  • Award/acquisition: 2,487,964 shares reported as acquired (code A) and the same number reported as disposed to the issuer as a derivative (code D).
  • Shares owned after the transaction: Not specified in this excerpt of the filing.
  • Footnotes and explanations: Multiple footnotes (F1–F11) reference Exhibit 99.1 for details; Exhibit 99.2 contains joint filer info. This is the first of three identical Form 4s filed for the same event due to EDGAR limits.
  • Reporting status: Neos Partners is a 10% owner (institutional holder), not an individual officer/director.

Context
Large institutional sales like this can reflect portfolio rebalancing or liquidity needs and are not the same as executive insider trading; the filing is factual and does not state motive. The paired acquisition and immediate disposition to the issuer (derivative) likely relate to a non‑cash corporate action (for example, settlement, withholding, or conversion), but the filing’s exhibits (Exhibit 99.1) should be reviewed for the precise explanation. Retail investors should consult the referenced exhibits or subsequent filings for the full legal/technical details before drawing conclusions.

Insider Transaction Report

Form 4
Period: 2026-02-09
Neos Partners, LP
Director10% Owner
Transactions
  • Award

    Class A common stock

    [F2][F3][F4][F1][F10][F11]
    2026-02-09+2,487,964177,335,645 total(indirect: See Notes)
  • Sale

    Class A common stock

    [F5][F6][F7][F1][F10][F11]
    2026-02-09$25.79/sh8,400,000$216,594,000168,935,645 total(indirect: See Notes)
  • Disposition to Issuer

    Opco LLC Interests

    [F2][F3][F9][F1][F10][F11]
    2026-02-092,487,96471,093,244 total(indirect: See Notes)
    Class A Common Stock (2,487,964 underlying)
Holdings
  • Class A common stock

    [F8]
    46,756
Footnotes (11)
  • [F1]See Exhibit 99.1 for text of footnote (1).
  • [F10]See Exhibit 99.1 for text of footnote (10).
  • [F11]See Exhibit 99.1 for text of footnote (11).
  • [F2]See Exhibit 99.1 for text of footnote (2).
  • [F3]See Exhibit 99.1 for text of footnote (3).
  • [F4]See Exhibit 99.1 for text of footnote (4).
  • [F5]See Exhibit 99.1 for text of footnote (5).
  • [F6]See Exhibit 99.1 for text of footnote (6.)
  • [F7]See Exhibit 99.1 for text of footnote (7).
  • [F8]See Exhibit 99.1 for text of footnote (8).
  • [F9]See Exhibit 99.1 for text of footnote (9).
Signature
NEOS PARTNERS, LP, By: See Exhibit 99.2 for Signatures|2026-02-11

Documents

3 files