Forgent Parent IV LP 4

What Happened
Neos Partners, LP (listed as a 10% owner) reported multiple transactions on 2026-03-30 involving Forgent Power Solutions (FPS). The largest action was an open market or private sale of 34,500,000 shares. On the same date Neos was also recorded as acquiring 10,783,205 shares (classified as a grant/award or other acquisition) and then disposing of 10,783,205 shares to the issuer (listed as a derivative disposition). Transaction prices and total dollar values are not disclosed in the filing (N/A). The principal market action here is a large sale, which is often routine for institutional holders; the award and subsequent disposition to the issuer are derivative-related and reported alongside the sale.

Key Details

• Transaction date: 2026-03-30 (all reported transactions)
• Transactions reported: A (acquisition) 10,783,205 shares; S (sale) 34,500,000 shares; D (disposition to issuer — derivative) 10,783,205 shares
• Price / value: Not disclosed in the filing (listed as N/A)
• Shares owned after transaction: Not specified in this Form 4 (filing does not disclose resulting beneficial ownership totals)
• Footnotes: Multiple footnotes referenced; see Exhibit 99.1 for full footnote text and Exhibit 99.2 for joint filer info (both incorporated by reference)
• Filing notes: This is the first of three identical Form 4s filed for the same event (split because there are more than 10 reporting persons). Filed by the designated filer Neos Partners, LP. No late-filing indication is shown in the reported information.

Context

• Neos Partners is a 10% institutional owner, not an individual executive; institutional trades can reflect portfolio rebalancing rather than insider sentiment.
• The "D" (disposition to issuer) is a derivative-related transaction — commonly reflects surrender, conversion, or similar treatment of derivative securities — but the filing does not provide detail beyond the label.
• Because prices and values are N/A, investors cannot infer transaction dollar amounts from this report alone.