Forgent California Privacy Policy

Introduction

Forgent Power Solutions, Inc. (along with its affiliates, collectively, “Forgent,” “we” or “us”) recognizes the importance of, and is committed to, maintaining the privacy of personal information that it receives relating to individuals. This supplemental privacy policy (“California Privacy Policy”), which is provided in addition to the Privacy Policy governs how Forgent collects, processes, and uses Personal Information (as defined below) relating to residents of the State of California (collectively, “you”) covered by the California Consumer Privacy Act of 2018 (as amended by the California Privacy Rights Act, collectively, the “CCPA”) and provides information regarding how such California residents can exercise their rights under the CCPA. In case of conflict between the Privacy Policy and the California Privacy Policy, this California Privacy Policy will control with respect to California residents covered by this California Privacy Policy.

This California Privacy Policy is only relevant to you if you are a resident of California as determined in accordance with the CCPA. This California Privacy Policy is available in alternative formats upon request. If you are a Forgent employee in California, you will have separately received our California Employee Privacy Policy.

As stated in our Privacy Policy, for details on our website accessibility commitment, please refer to our Accessibility Policy. If you have any questions or need to access this policy in an alternative format please contact privacy@forgentpower.com.

Definitions

Capitalized terms used herein but not otherwise defined shall have the meaning assigned to it in the Privacy Policy.

Our Collection, Use, Retention and Disclosure of Personal Information

Sales and Sharing of Personal Information. We do not and have not sold any categories of Personal Information to third parties for monetary consideration. However, we may use certain third party cookies and automated technologies placed on the Site to collect your Personal Information, including for our online advertising and analytics purposes and to provide various features and functionality on the Site. This data sharing may be considered a “sale” or “sharing” under the CCPA. The Personal Information collected via such cookies and automated technologies may be “sold” to or “shared” with our third party analytics and advertising partners. You have the ability to opt-out of the “sale” or “sharing” of your Personal Information using our Your Privacy Choices link on the Site or via one of the methods described in the “How to Submit a Request” section, below.

Collection, Sources and Use of Personal Information. We have collected and used the following categories of Personal Information from the following sources and for the following business purposes during the 12-month period prior to the “last updated” date of this California Privacy Policy:

Categories of Personal Information

Sources

Business Purposes

Identifiers, including name, contact details (including address, telephone number, email address and Internet Protocol address); cookies, beacons, pixel tags, mobile ad identifiers and similar technology and other online identifiers.

Directly from you, including, for example, through your use of the website, when you send us an email, visit our premises or otherwise contact or communicate with us;

From automated tracking technology and monitoring tools, including, for example, cookies that track your access and use of our Site and other online services;
From within Forgent, including, for example, from our affiliates;
From counterparties and intermediaries;
From businesses that we are evaluating, including, for example, in connection with a potential investment or business opportunity;
From vendors, including, for example, service providers, advisors, and other business partners; and

From recruiting sources, including, for example, agencies, social media networks, and other publicly available sources.

Providing services that you reasonably expect from us;

Marketing purposes, including sending correspondence, analyzing trends, administering the Site, tracking users’ movements around the Site, to improve the Site and to make it more useful to visitors;

Recruiting purposes, including the evaluation of candidates and onboarding process;
Auditing and verifications, including but not limited to verifying the quality and effectiveness of services and compliance activities;
Short-term, transient uses, including in relation to cookies and similar technology;
Protecting our systems, including detecting security incidents, protecting against malicious, deceptive, fraudulent or illegal activity and prosecuting those responsible; debugging to identify and repair errors that impair intended functionality;
Complying with legal obligations, such as in connection with a valid court order, judicial subpoena or regulatory inquiry, and as required by law enforcement agencies, federal or state regulatory agencies or self- regulatory organizations; and

In connection with business transactions, such as a sale, merger, or other change in corporate control or a restructuring event.

Other records, including signature, physical characteristics or description; bank account number and other financial information (including accounts and transactions with other institutions); driver’s license or other state ID card number or passport number; medical information and health insurance information; and verification

documentation (including social security number, tax status, income and assets).

Directly from you;
From automated tracking technology and monitoring tools;
From within Forgent;
From counterparties and intermediaries
From businesses that we are evaluating;
From vendors; and

From recruiting sources.

Providing services;
Recruiting purposes;
Auditing and verifications;
Protecting our systems;
Complying with legal obligations; and

In connection with business transactions.

Protected classifications under California or federal law, including race, color, national origin, religion, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, disability, citizenship status and military and veteran status.

Directly from you;
From automated tracking technology and monitoring tools;
From within Forgent
From counterparties and intermediaries
From businesses that we are evaluating;
From vendors; and

From recruiting sources.

Providing services;
Marketing purposes;
Recruiting purposes;
Auditing and verifications;
Protecting our systems;
Complying with legal obligations; and

In connection with business transactions.

Commercial information, including products or services purchased and purchase or payment histories or tendencies.

Directly from you;
From automated tracking technology and monitoring tools;
From within Forgent;
From counterparties and intermediaries
From businesses that we are evaluating;
From vendors; and

From recruiting sources.

Providing services;
Marketing purposes;
Auditing and verifications;
Protecting our systems;
Complying with legal obligations; and

In connection with business transactions.

Online activity, including your Internet and other electronic network activity information (e.g., browsing history, search history and information regarding your interaction with websites, applications or advertisements).

Directly from you;
From automated tracking technology and monitoring tools;
From within Forgent;
From vendors; and

From recruiting sources.

Providing services;
Marketing purposes;
Recruiting purposes;
Auditing and verifications;
Short-term, transient uses;
Protecting our systems;
Complying with legal obligations; and

In connection with business transactions.

Employment Information, including your professional or employment-related information.

Directly from you;
From automated tracking technology and monitoring tools;
From within Forgent;
From counterparties and intermediaries
From businesses that we are evaluating;
From vendors; and

From recruiting sources.

Providing services;
Recruiting purposes;
Auditing and verifications;
Protecting our systems;
Complying with legal obligations; and

In connection with business transactions.

Inferences, including those drawn from any of the information identified above to create a profile about you reflecting your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities and aptitudes.

From automated tracking technology and monitoring tools;
From within Forgent;
From counterparties and intermediaries
From businesses that we are evaluating;
From vendors; and

From recruiting sources.

Providing services;
Marketing purposes;
Auditing and verifications;
Protecting our systems;

In connection with business transactions.

Other information you create or provide to us, including the content of your communications with us.

Directly from you;
From automated tracking technology and monitoring tools;
From within Forgent;
From counterparties and intermediaries
From vendors; and

From recruiting sources.

Providing services;
Marketing purposes;
Recruiting purposes;
Auditing and verifications;
Short-term, transient uses;
Protecting our systems;
Complying with legal obligations; and

In connection with business transactions.

Protecting Minors. Our Services are intended for use by individuals over the age of 18. We do not knowingly collect Personal Information from individuals under the age of 18. If you are under 18 years of age, then please do not use or access the Services at any time or in any manner.
Anonymized or De-Identified Data. Forgent may share anonymous or aggregated data in order to facilitate our business operations. To the extent such data constitutes anonymized or de-identified data under the CCPA and other applicable privacy and data protection laws, we will maintain and use such data without attempting to re-identify the data.

No Automatic Decision-making. We may process some of your Personal Information automatically, but we do not use computer algorithms to make automated decisions based on your Personal Information.
Sensitive Personal Information. Sensitive Personal Information may include social security numbers, driver’s license numbers, passport numbers and account credentials. To the extent we collect your Sensitive Personal Information, we will not use or disclose such information for purposes other than (i) to perform services/goods that you reasonably expect from us; (ii) to prevent, detect and investigate security incidents; (iii) to resist illegal actions directed at the business and prosecute defend our rights; (iv) to ensure the physical safety of others; (v) for short-term, transient use; (vi) to perform services necessary for the business; (vii) to verify and maintain the quality and safety of our product or services; and (viii) generally for

purposes that do not infer characteristics about you.

Retention of Personal Information. We retain Personal Information for as long as is reasonably necessary in connection with the purposes for which the Personal Information was collected. For additional information on how we store your Personal Information, please refer to Section 7(B) of the Privacy Policy.
Disclosures of Personal Information for Business Purposes. We have disclosed the following categories of Personal Information to the following categories of recipients for the following business purposes during the 12-month period prior to the “last updated” date of this California Privacy Policy:

Categories of Personal Information

Categories of Recipients

Business Purposes

Identifiers;
Other records;
Protected classifications;
Commercial information;
Online activity;
Employment information;
Inferences; and
Other information.

Affiliates;
Service providers and contractors, including, for example, service providers, contractors, advisors and others who provide services to us or on our behalf;
Professional advisors, including, for example, auditors, tax advisors, investment advisors, compliance consultants and law firms;
Investors and creditors, including, for example, prospective or current investors or creditors of Forgent.

Providing services.

Identifiers;
Protected classifications;
Commercial information;
Online activity;
Inferences; and
Other information.

Affiliates;
Service providers and contractors; and
Professional advisors.

Marketing purposes.

Identifiers;
Other records;
Protected classifications;
Online activity;
Employment information; and
Other information.

Affiliates;
Service providers and contractors;
Professional advisors; and
Investors and creditors.

Recruiting purposes.

Identifiers;
Other records;
Protected classifications;
Commercial information;

Affiliates;
Service providers and contractors;
Professional advisors;
Investors and creditors; and

Auditing and verifications.

Online activity;
Employment information;
Inferences; and
Other information.

Governmental entities, including, for example, regulatory agencies and law enforcement.

Identifiers;
Online activity; and
Other information.

Affiliates;
Service providers and contractors; and
Professional advisors.

Short-term, transient uses.

Identifiers;
Other records;
Protected classifications;
Commercial information;
Online activity;
Employment information;
Inferences; an
Other information.

Affiliates;
Service providers and contractors;
Professional advisors; and
Governmental entities.

Protecting our systems.

Identifiers;
Other records;
Protected classifications;
Commercial information;
Online activity;
Employment information; and
Other information.

Affiliates;
Service providers and contractors;
Professional advisors;
Investors and creditors; and
Governmental entities.

To comply with legal obligations.

Identifiers;
Other records;
Protected classifications;
Commercial information;
Online activity;
Employment information;
Inferences; and
Other information.

Affiliates;
Service providers and contractors;
Professional advisors;
Investors and creditors; and
Governmental entities.

In connection with business transactions.

Your California Privacy Rights

Your CCPA Privacy Rights. You have certain choices regarding our use and disclosure of your Personal Information, as described below.
1. Know. You have the right to request, twice in a 12-month period, that we provide (a) certain information about the (1) the categories of Personal Information we have collected about you, (2) the categories of sources from which the Personal

Information is collected; (3) the business or commercial purpose for collecting your Personal Information; and (4) the categories of third parties with whom we have shared your Personal Information; and/or (b) the specific pieces of Personal Information we have collected, used and disclosed about you during the past 12 months.

Deletion. You have the right to request that we delete certain Personal Information we have collected from you and to tell our service providers to do the same.

Correction. You have the right to request that we correct or amend certain Personal Information we maintain about you if it is inaccurate.

Limit. You have the right to request that we limit the use and disclosure of Sensitive Personal Information we have collected. If Forgent collects any sensitive personal information, it will use it only for purposes listed above in Section 3(F). As such, any sensitive personal information that we collect does not come within this right to limit use.

Opt-out. You have the right to opt out of the sale of your Personal Information to third parties and/or the sharing of your Personal Information for certain purposes.

Non-Discrimination. You have the right to not experience discriminatory treatment, and we will not discriminate against you, because you have exercised any California consumer privacy rights. We do not use the fact that you have exercised or requested to exercise any CCPA rights for any purpose other than facilitating a response to your request.

How To Submit a Request. You may submit a request by using one of the following methods.

Email. Email us at privacy@forgentpower.com

Call. Call us at [866-I-OPT-OUT and enter service code 2093#.

Use the Your Privacy Choices link on our Site.

Verifying Your Request. To help protect your privacy and maintain security, we will take steps to verify your identity before granting you access to your Personal Information or complying with your request. If we are successful in validating your identity, we will respond to your request within the time and in the manner required by CCPA. If we are unable to verify your identity, we will need to deny your request. We reserve the right to deny requests in certain circumstances, such as where we have a reasonable belief that the request is fraudulent.

Consumer Verification. If you request to know, access, delete and/or correct your Personal Information, we may require you to provide any of the following information: address, date of birth, state or country of residence, telephone number, email address or details of a transaction. In addition, if you ask us to provide you with specific pieces of Personal Information, we may require you to sign a declaration under penalty of perjury that you are the consumer whose Personal Information is the subject of the request. We will use the information you submit and the information we have in our systems to try to verify your identity and to match the Personal Information we have collected about you, if any, to your identity.

Authorized Agent. If you designate an authorized agent to make an access or deletion request on your behalf, we may require you to (a) provide the authorized agent written permission (e.g., via a notarized letter) to do so, and (b) verify your own identity directly with us (as described above), and confirm with us that you provided the authorized agent permission to submit the request.

Additional California Privacy Disclosures.

Do Not Track Signals. Your browser and other mechanisms may permit you to send do-not-track signals or other similar signals via your browser settings to express your preferences regarding online tracking. Due to the lack of any standard for how do- not-track should work on commercial websites, we do not currently respond to such signals.
Shine the Light Notice. California residents may request and obtain from us, once a year and free of charge, information about categories of Personal Information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided in Section 4(B), above.