Amy E. Ard, Chief Financial Officer of Forgent Power Solutions, Inc., filed an initial statement of beneficial ownership on November 2, 2026, reporting her holdings as of the event date of October 21, 2026.

Key Highlights

  • Reporting person and role: Amy E. Ard is identified as Chief Financial Officer of Forgent Power Solutions, Inc. (NASDAQ:FPS).
  • RSU holdings: Ard directly owns three separate RSU tranches of 7,043 shares, 46,296 shares, and 8,873 shares of Class A Common Stock, each vesting in three equal installments beginning on September 1, 2027, February 4, 2027, and June 1, 2027, respectively.
  • Stock options: Ard holds non-qualified stock options to purchase 17,147 shares of Class A Common Stock at an exercise price of $29.27, expiring September 1, 2036, vesting in three equal annual installments beginning on the first anniversary of the grant date.
  • Incentive units: Ard holds incentive units in Forgent Parent II LP representing an equivalent of 157,393 shares of Class A Common Stock, based on the closing price of the Class A Common Stock on October 20, 2026.
  • Ownership disclaimer: According to the filing, Ard "disclaims beneficial ownership of these securities, except to the extent of the Reporting Person's pecuniary interest therein, if any" with respect to the incentive units.

Amy Ard's Initial Ownership Disclosure as Forgent Power Solutions CFO

According to the filing, Amy E. Ard submitted a Form 3 initial statement of beneficial ownership in connection with her role as Chief Financial Officer at Forgent Power Solutions, Inc. (NASDAQ:FPS). The event date requiring the statement is listed as October 21, 2026, and the form was filed on November 2, 2026, signed by Samantha Holzberg as attorney-in-fact for Ms. Ard.

The filing reports three direct holdings of Class A Common Stock in the form of restricted stock units. The first tranche consists of 7,043 RSUs vesting in three equal installments beginning September 1, 2027. The second consists of 46,296 RSUs vesting in three equal installments beginning February 4, 2027. The third consists of 8,873 RSUs vesting in three equal installments beginning June 1, 2027. All RSU vesting is subject to the reporting person's continued service through the applicable vesting date, according to the filing.

In Table II, the filing discloses two derivative securities. Ard holds non-qualified stock options representing the right to buy 17,147 shares of Class A Common Stock at $29.27, with vesting in three equal annual installments from the first anniversary of the grant date. Additionally, the filing reports incentive units in Forgent Parent II LP, described as "intended to constitute profits interests for federal income tax purposes," representing an equivalent of 157,393 shares of Class A Common Stock calculated using the closing price of the Class A Common Stock on October 20, 2026. The filing notes this amount is subject to adjustment under the terms of the applicable limited partnership agreement. Distributions on the incentive units may be paid in shares of the issuer's Class A Common Stock or, at the election of Forgent Parent II, in cash.

What Was Disclosed

Amy E. Ard, CFO of Forgent Power Solutions, Inc. (NASDAQ:FPS), filed an initial beneficial ownership statement disclosing direct holdings of RSUs across three tranches, non-qualified stock options on 17,147 shares at $29.27, and incentive units equivalent to 157,393 shares of Class A Common Stock.