Last 12 months
Inside the activity.
0 purchase rows · 12 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 3 |
| Mar 2026 | 0 | 3 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 3 |
| Jul 2026 | 0 | 3 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 19:56 UTC |
Lund InezChief Accounting Officer
|
GrantNon-qualified stock options (right-to-buy) · Derivative | 17,147 | $0.00 Strike: $29.27 | $0.00 |
DisclosureSEC source: 0002080126-26-000028 · form4.xml · derivative · entry 2 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,147 Underlying: Class A Common Stock · 17,147 shares Expires 2036-09-01 F2 · derivative.exercise_date: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 19:56 UTC |
Lund InezChief Accounting Officer
|
GrantClass A Common Stock | 7,043 | $0.00 | $0.00 |
DisclosureSEC source: 0002080126-26-000028 · form4.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,043 F1 · shares: Consists of restricted stock units (RSU). RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 19:44 UTC |
Fiedler RyanChief Financial Officer
|
GrantNon-qualified stock options (right-to-buy) · Derivative | 6,859 | $0.00 Strike: $29.27 | $0.00 |
DisclosureSEC source: 0002080126-26-000026 · form4.xml · derivative · entry 2 Fiedler Ryan · CIK 0002108561 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,859 Underlying: Class A Common Stock · 6,859 shares Expires 2036-09-01 F2 · derivative.exercise_date: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 19:44 UTC |
Fiedler RyanChief Financial Officer
|
GrantClass A Common Stock | 2,817 | $0.00 | $0.00 |
DisclosureSEC source: 0002080126-26-000026 · form4.xml · nonDerivative · entry 1 Fiedler Ryan · CIK 0002108561 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,817 F1 · shares: Consists of restricted stock units (RSU). RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 19:38 UTC |
Niederpruem Gary JohnDirector · Chief Executive Officer
|
GrantNon-qualified stock options (right-to-buy) · Derivative | 214,335 | $0.00 Strike: $29.27 | $0.00 |
DisclosureSEC source: 0002080126-26-000024 · form4.xml · derivative · entry 2 Niederpruem Gary John · CIK 0001802646 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,335 Underlying: Class A Common Stock · 214,335 shares Expires 2036-09-01 F2 · derivative.exercise_date: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 19:38 UTC |
Niederpruem Gary JohnDirector · Chief Executive Officer
|
GrantClass A Common Stock | 88,029 | $0.00 | $0.00 |
DisclosureSEC source: 0002080126-26-000024 · form4.xml · nonDerivative · entry 1 Niederpruem Gary John · CIK 0001802646 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,029 F1 · shares: Consists of restricted stock units (RSU). RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 19:25 UTC |
Hottinger TysonChief Legal Officer
|
GrantNon-qualified stock options (right-to-buy) · Derivative | 25,721 | $0.00 Strike: $29.27 | $0.00 |
DisclosureSEC source: 0002080126-26-000020 · form4.xml · derivative · entry 2 Hottinger Tyson · CIK 0001868343 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,721 Underlying: Class A Common Stock · 25,721 shares Expires 2036-09-01 F2 · derivative.exercise_date: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 19:25 UTC |
Hottinger TysonChief Legal Officer
|
GrantClass A Common Stock | 10,564 | $0.00 | $0.00 |
DisclosureSEC source: 0002080126-26-000020 · form4.xml · nonDerivative · entry 1 Hottinger Tyson · CIK 0001868343 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,564 F1 · shares: Consists of restricted stock units (RSU). RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:24 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 14,555,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298798 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 29,901,795 Underlying: Class A Common Stock · 14,555,925 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:24 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
SaleClass A common stock | 43,650,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298798 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 83,355,094 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:24 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
GrantClass A common stock | 14,555,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298798 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 127,005,094 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:11 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 14,555,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298789 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 29,901,795 Underlying: Class A Common Stock · 14,555,925 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:11 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
SaleClass A common stock | 43,650,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298789 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 83,355,094 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:11 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
GrantClass A common stock | 14,555,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298789 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 127,005,094 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:10 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 14,555,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298788 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 29,901,795 Underlying: Class A Common Stock · 14,555,925 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:10 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
SaleClass A common stock | 43,650,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298788 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 83,355,094 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:10 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
GrantClass A common stock | 14,555,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298788 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 127,005,094 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:16 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 15,852,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255902 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 44,457,720 Underlying: Class A Common Stock · 15,852,319 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:16 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
SaleClass A common stock | 48,622,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255902 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 112,449,169 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:16 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
GrantClass A common stock | 15,852,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255902 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 161,071,169 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:07 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 15,852,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255889 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 44,457,720 Underlying: Class A Common Stock · 15,852,319 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:07 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
SaleClass A common stock | 48,622,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255889 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 112,449,169 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:07 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
GrantClass A common stock | 15,852,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255889 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 161,071,169 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:52 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 15,852,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255871 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 44,457,720 Underlying: Class A Common Stock · 15,852,319 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:52 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
SaleClass A common stock | 48,622,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255871 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 112,449,169 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:52 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
GrantClass A common stock | 15,852,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255871 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 161,071,169 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:35 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 10,783,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138415 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 60,310,039 Underlying: Class A Common Stock · 10,783,205 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:35 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
SaleClass A common stock | 34,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138415 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 145,218,850 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:35 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
GrantClass A common stock | 10,783,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138415 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 179,718,850 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:30 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 10,783,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138407 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 60,310,039 Underlying: Class A Common Stock · 10,783,205 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:30 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
SaleClass A common stock | 34,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138407 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 145,218,850 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:30 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
GrantClass A common stock | 10,783,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138407 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 179,718,850 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:19 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 10,783,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138394 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 60,310,039 Underlying: Class A Common Stock · 10,783,205 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:19 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
SaleClass A common stock | 34,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138394 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 145,218,850 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:19 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
GrantClass A common stock | 10,783,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138394 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 179,718,850 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:19 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 2,487,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-047152 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 71,093,244 Underlying: Class A Common Stock · 2,487,964 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:19 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
SaleClass A common stock | 8,400,000 | $25.79 | $216,594,000.00 |
DisclosureSEC source: 0001193125-26-047152 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 168,935,645 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:19 UTC |
Neos Partners, LPDirector · 10% owner
Jonna Peter JosephDirector · 10% owner
Savage DavidDirector · 10% owner
Cannova Frank R.Director · 10% owner
Bivins TreyDirector · 10% owner
Gofer SergeyDirector · 10% owner
|
GrantClass A common stock | 2,487,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-047152 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 177,335,645 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:12 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 2,487,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-047144 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 71,093,244 Underlying: Class A Common Stock · 2,487,964 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:12 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
SaleClass A common stock | 8,400,000 | $25.79 | $216,594,000.00 |
DisclosureSEC source: 0001193125-26-047144 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 168,935,645 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:12 UTC |
Neos Partners, LPDirector · 10% owner
Neos Partners GP, LLCDirector · 10% owner
Neos Partners I LPDirector · 10% owner
Neos Partners I-A LPDirector · 10% owner
Neos Partners I-B LPDirector · 10% owner
Neos Partners I Expansion LPDirector · 10% owner
Neos Partners I GP LLCDirector · 10% owner
Neos Partners I Expansion GP LLCDirector · 10% owner
|
GrantClass A common stock | 2,487,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-047144 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Neos Partners GP, LLC · CIK 0002109631 · Director · 10% owner Neos Partners I LP · CIK 0001942746 · Director · 10% owner Neos Partners I-A LP · CIK 0001947167 · Director · 10% owner Neos Partners I-B LP · CIK 0001972281 · Director · 10% owner Neos Partners I Expansion LP · CIK 0001999316 · Director · 10% owner Neos Partners I GP LLC · CIK 0002108828 · Director · 10% owner Neos Partners I Expansion GP LLC · CIK 0002108829 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 177,335,645 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:08 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
Disposition to issuerOpco LLC Interests · Derivative | 2,487,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-047139 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 71,093,244 Underlying: Class A Common Stock · 2,487,964 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:08 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
SaleClass A common stock | 8,400,000 | $25.79 | $216,594,000.00 |
DisclosureSEC source: 0001193125-26-047139 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 168,935,645 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:08 UTC |
Neos Partners, LPDirector · 10% owner
Forgent Parent I LPDirector · 10% owner
Forgent Parent II LPDirector · 10% owner
Forgent Parent III LPDirector · 10% owner
Forgent Parent IV LPDirector · 10% owner
Forgent Parent I GP LLCDirector · 10% owner
Forgent Parent II GP LLCDirector · 10% owner
Forgent Parent III GP LLCDirector · 10% owner
Forgent Parent IV GP LLCDirector · 10% owner
|
GrantClass A common stock | 2,487,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-047139 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Forgent Parent I LP · CIK 0002107351 · Director · 10% owner Forgent Parent II LP · CIK 0002107352 · Director · 10% owner Forgent Parent III LP · CIK 0002108893 · Director · 10% owner Forgent Parent IV LP · CIK 0002107354 · Director · 10% owner Forgent Parent I GP LLC · CIK 0002107355 · Director · 10% owner Forgent Parent II GP LLC · CIK 0002107356 · Director · 10% owner Forgent Parent III GP LLC · CIK 0002107357 · Director · 10% owner Forgent Parent IV GP LLC · CIK 0002107353 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 177,335,645 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.