Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Forgent Power Solutions, Inc.FPS · Entity 1480 | Director · 10% owner | July 06, 2026 | July 08, 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 July 06, 2026 · Filed July 08, 2026
Jointly reported with Neos Partners, LP, Jonna Peter Joseph, Savage David, Cannova Frank R., Bivins Trey
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectSee Notes | 127,005,094 |
Reported balance
After 2026-07-06 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-07-06 · Grant · Acquired 14,555,925 · Balance 127,005,094 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). 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). |
| Class A common stockSEC Table I · non-derivative | IndirectSee Notes | 83,355,094 |
Reported balance
After 2026-07-06 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2026-07-06 · Sale · Disposed 43,650,000 · Balance 83,355,094 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). 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). |
| Opco LLC InterestsSEC Table II · derivative / convertible security | IndirectSee Notes | 29,901,795 |
Reported balance
After 2026-07-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-06 · Disposition to issuer · Disposed 14,555,925 · Balance 29,901,795 F2: See Exhibit 99.1 for text of footnote (2). F3: See Exhibit 99.1 for text of footnote (3). F9: See Exhibit 99.1 for text of footnote (9). 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). |
| Class A common stockSEC Table I · non-derivative | Direct | 46,756 |
Reported balance
Holding disclosure · report date 2026-07-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 46,756 F8: See Exhibit 99.1 for text of footnote (8). |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1 for text of footnote (1).
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).
F10: See Exhibit 99.1 for text of footnote (10).
F11: See Exhibit 99.1 for text of footnote (11).
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 |
|---|---|---|---|---|---|---|
| July 06, 2026 Filed Jul 8, 2026 22:24 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 |
| June 01, 2026 Filed Jun 3, 2026 22:16 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 |
| March 30, 2026 Filed Apr 1, 2026 23:35 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 |
| February 09, 2026 Filed Feb 12, 2026 00:19 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 | Forgent Power Solutions, Inc. FPS · Entity 1480 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.