Forgent Power Solutions Inc

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Forgent Power Solutions Inc
TickerFPS
CIK #0002080126
CUSIP34631F102
SectorManufacturing - Electrical Industrial Apparatus
Address5701 Smithway Street, Commerce, CA 90040
Source [EDGAR]
CIK Filing 2011 - 2026
[0002080126] 10-Q
[0002080126] 3
[0002080126] 4
[0002080126] 8-K
[0002080126] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Neos Partners LP Forgent Power Solutions Inc [2026-05-15] 0.0
Form 3/4/5 Filer 2011 - 2026
Gofer Sergey
Bivins Trey
Forgent Power Solutions Inc
Savage David
Jonna Peter Joseph
Neos Partners LP
Cannova Frank R
Neos Partners I-A LP
Neos Partners I Expansion LP
Neos Partners I-B LP
Neos Partners I LP
Neos Partners GP LLC
Neos Partners I Expansion GP LLC
Neos Partners I GP LLC
Forgent Parent III GP LLC
Forgent Parent IV LP
Forgent Parent II LP
Forgent Parent IV GP LLC
Forgent Parent I GP LLC
Forgent Parent III LP
Forgent Parent I LP
Forgent Parent II GP LLC
Trunzo Anthony L
Lund Inez
Bhatia Neel
Hottinger Tyson
Fiedler Ryan
Spierkel Gregory M
Niederpruem Gary John
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Gofer Sergey +5
Class A common stock
2026-02-09 Grant 2,487,964
Gofer Sergey +5
Class A common stock
2026-02-09 Sell 8,400,000 $25.79 216,636,000
Neos Partners I-A LP +7
Class A common stock
2026-02-09 Grant 2,487,964
Neos Partners I-A LP +7
Class A common stock
2026-02-09 Sell 8,400,000 $25.79 216,636,000
Forgent Parent III GP LLC +8
Class A common stock
2026-02-09 Sell 8,400,000 $25.79 216,636,000
Forgent Parent III GP LLC +8
Class A common stock
2026-02-09 Grant 2,487,964
Gofer Sergey +5
Opco LLC Interests · derivative
2026-02-09 Disposed to issuer 2,487,964
Neos Partners I-A LP +7
Opco LLC Interests · derivative
2026-02-09 Disposed to issuer 2,487,964
Forgent Parent III GP LLC +8
Opco LLC Interests · derivative
2026-02-09 Disposed to issuer 2,487,964
13F Ownership Over TimeHoldersShares Held
2026-03-31 214 118,253,507
Form 13F Holdings
Firm Period DFND Voting Shares
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Security National Bank [2026-06-30] SOLE 181,553 181,553
Moody National Bank Trust Division [2026-06-30] DFND 574 120,360
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 71,173 71,173
IVC Wealth Advisors LLC [2026-06-30] SOLE 0 20,464
Moody National Bank Trust Division [2026-06-30] SOLE 19,299 19,449
Security National Bank [2026-06-30] DFND 18,157 18,157
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 440 12,481
Kopp Family Office LLC [2026-06-30] SOLE 0 6,104
Secure Asset Management LLC [2026-06-30] SOLE 40 4,236
Armstrong Advisory Group Inc [2026-06-30] SOLE 0 4,084
Bay Colony Advisory Group Inc D/B/a Bay Colony Advisors [2026-06-30] SOLE 0 3,900
IFP Advisors LLC [2026-06-30] SOLE 865 865
Strategic Investment Solutions Inc /IL [2026-06-30] SOLE 0 800
Hilltop National Bank [2026-06-30] DFND 729 729
Corecap Advisors LLC [2026-06-30] SOLE 0 700
Wolff Wiese Magana LLC [2026-06-30] SOLE 500 500
Toth Financial Advisory Corp [2026-06-30] SOLE 200 250
GHP Investment Advisors Inc [2026-06-30] SOLE 0 110
Farther Finance Advisors LLC [2026-06-30] SOLE 0 105
Gamma Investing LLC [2026-06-30] DFND 92 92
Dogwood Wealth Management LLC [2026-06-30] SOLE 72 72
Cromwell Holdings LLC [2026-06-30] SOLE 32 32
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 22 22
Park Avenue Securities LLC [2026-06-30] SOLE 0 10
FNY Investment Advisers LLC [2026-06-30] SOLE 1 1
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