Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Forgent Power Solutions, Inc.FPS · Entity 1480 | Chief Financial Officer | September 01, 2026 | September 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Forgent Power Solutions, Inc.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,817 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 2,817 · Balance 2,817 F1: 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. |
| Non-qualified stock options (right-to-buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.27 · Expires 2036-09-01 | Direct | 6,859 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Grant · Acquired 6,859 · Balance 6,859 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 19:44 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.