Forgent Power Solutions, Inc.·4

Jul 8, 6:10 PM ET

Forgent Parent IV LP 4

4 · Forgent Power Solutions, Inc. · Filed Jul 8, 2026

Research Summary

AI-generated summary of this filing

Updated

Forgent Power Solutions (FPS) 10% Owner Sells 43.65M Shares

What Happened

  • Neos Partners, LP (reported as a 10% owner) reported multiple transactions on July 6, 2026, the primary one being an open-market or private sale of 43,650,000 shares of Forgent Power Solutions. The filing also shows an acquisition (award) of 14,555,925 shares and a contemporaneous disposition to the issuer of 14,555,925 shares classified as a "Derivative." Prices and total dollar values are listed as N/A in the filing, so the cash value of the sale is not provided.
  • Sales are often routine for large holders; the filing itself does not state the reason for the transactions.

Key Details

  • Transaction date: 2026-07-06; Form 4 filed: 2026-07-08 (file appears timely).
  • Transactions reported: A (award/acquisition) 14,555,925 shares; S (open-market/private sale) 43,650,000 shares; D (disposition to issuer, derivative) 14,555,925 shares. All prices listed as N/A.
  • Shares owned after transaction: not specified on this Form 4.
  • Notable footnotes: multiple footnotes (F1–F11) reference Exhibit 99.1 for details; Exhibit 99.2 contains joint filer info/signatures. This is the first of three identical Form 4s filed for the same event because there are more than 10 reporting persons; this Form 4 was filed by the designated filer, Neos Partners, LP.
  • Insider type: 10% owner (institutional/large holder), not an individual corporate officer.

Context

  • Because prices are not disclosed here, you cannot calculate the dollar value of the 43.65M-share sale from this Form 4 alone—check company filings or market data for the trade price if available.
  • The filing shows both an award and a derivative disposition of the same share count (14,555,925). The footnotes in Exhibit 99.1 should be consulted for the precise mechanics (e.g., whether this represents surrender of shares, settlement of derivative instruments, tax withholding, or other corporate actions).

Insider Transaction Report

Form 4
Period: 2026-07-06
Neos Partners, LP
Director10% Owner
Transactions
  • Award

    Class A common stock

    [F2][F3][F4][F1][F10][F11]
    2026-07-06+14,555,925127,005,094 total(indirect: See Notes)
  • Sale

    Class A common stock

    [F5][F6][F7][F1][F10][F11]
    2026-07-0643,650,00083,355,094 total(indirect: See Notes)
  • Disposition to Issuer

    Opco LLC Interests

    [F2][F3][F9][F1][F10][F11]
    2026-07-0614,555,92529,901,795 total(indirect: See Notes)
    Class A Common Stock (14,555,925 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|2026-07-08

Documents

3 files