Welcome to our dedicated page for Legence SEC filings (Ticker: LGN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Legence Corp. (NASDAQ: LGN) files a range of documents with the U.S. Securities and Exchange Commission that describe its business, capital structure, and material events in detail. As a provider of engineering, consulting, installation, and maintenance services for mission-critical HVAC, process piping, and MEP systems in buildings, Legence uses its SEC filings to explain how its Engineering & Consulting and Installation & Maintenance segments operate and how it serves end markets such as data centers and technology, life sciences and healthcare, education, and state and local government.
On this page, Stock Titan surfaces Legence’s key filings, including registration statements on Form S‑1 that outline the company’s IPO, ownership by investment funds associated with Blackstone Inc., and its status as a controlled company under Nasdaq rules. Current reports on Form 8‑K provide updates on material events such as the completion of the initial public offering, amendments to credit agreements, entry into definitive agreements to acquire businesses like The Bowers Group, and changes to the board of directors and governance structure.
Investors can also review 8‑K filings that describe margin loan and pledge arrangements involving affiliates of Blackstone, where large blocks of Legence equity are pledged as collateral, as well as filings that discuss the adoption of the Legence Corp. 2025 Omnibus Incentive Plan and related equity awards. Over time, periodic reports such as annual reports on Form 10‑K and quarterly reports on Form 10‑Q (when available) provide segment information, backlog and awarded contract definitions, and discussions of demand trends in Engineering & Consulting and Installation & Maintenance.
Stock Titan enhances access to these documents with AI-powered summaries that highlight the most important points in lengthy filings, including capital structure changes, acquisition terms, and segment disclosures. Users can quickly scan new 8‑Ks, 10‑Qs, and 10‑Ks for Legence, explore Form 4 insider transaction reports when they are filed, and rely on real-time updates from EDGAR to stay informed about regulatory disclosures related to LGN.
Legence Corp. received an amended Schedule 13G showing that a group of Blackstone-affiliated entities collectively report majority ownership of its Class A common stock. The filing, dated for an event on December 31, 2025, covers Class A shares with par value $0.01 per share.
As of that date, Legence Parent ML LLC directly holds 178,571 shares of Class A common stock and 41,479,954 additional shares issuable in exchange for an equivalent number of Class B Units of Legence Holdings LLC on a one-for-one basis. Legence Parent II ML LLC directly holds 25,642,999 shares of Class A common stock.
After applying the Schedule 13D/G ownership rules, multiple related entities – including BCP 8/BEP 3 Holdings Manager L.L.C., various Blackstone funds and holding vehicles, and Stephen A. Schwarzman as controlling person – each report beneficial ownership of 67,301,524 shares of Class A common stock, or 67.2% of the class. This percentage is calculated using 58,656,167 Class A shares outstanding as of December 11, 2025, plus the assumed issuance of 41,479,954 Class A shares upon exchange of Class B Units held by Legence Parent ML LLC. The reporting persons state that beneficial ownership among them is "expressly disclaimed" under the Exchange Act.
FMR LLC and Abigail P. Johnson report beneficial ownership of 4,007,235 shares of Legence Corp Class A common stock, representing 6.8% of the class as of 12/31/2025. FMR has sole voting and dispositive power over substantially all of these shares.
The filing states the securities were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Legence Corp. One or more other persons may receive dividends or sale proceeds, but no other individual holds more than five percent.
The Vanguard Group has filed a Schedule 13G reporting beneficial ownership of Legence Corp common stock. Vanguard reports beneficial ownership of 3,227,670 shares, representing 5.5% of the class as of the triggering event on 12/31/2025.
Vanguard reports shared voting power over 249,483 shares and shared dispositive power over 3,227,670 shares, with no sole voting or dispositive power. The position is held in the ordinary course of business and is not intended to change or influence control of Legence.
The filing notes an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries or business divisions are expected to report beneficial ownership separately while pursuing the same investment strategies as before. Vanguard states its clients have rights to dividends and sale proceeds, with no single client holding more than 5% of the class.
Entities affiliated with Blackstone Inc., as 10% owners of Legence Corp. (LGN), reported several related transactions on 01/08/2026. Legence Parent ML LLC exchanged 780,121 Class B Units of Legence Holdings LLC, together with an equal number of Class B Common shares forfeited for no additional consideration, for the same number of Class A Common shares. In connection with underwriters exercising their over-allotment option in a secondary offering, Parent ML and Legence Parent II ML LLC sold Class A Common shares to the underwriters at the public offering price of $45.00 per share, less underwriting discounts and commissions of $1.575 per share. Following these transactions, Parent ML indirectly held 958,692 Class A and 40,699,833 Class B shares, and Parent II ML indirectly held 25,162,794 Class A shares, with higher-tier Blackstone entities and Stephen A. Schwarzman reporting indirect beneficial ownership subject to stated disclaimers.
Legence Corp. insiders, through affiliated investment entities, reported an exchange and secondary sale of shares. On January 8, 2026, Legence Parent ML LLC exchanged 780,121 Class B Units of Legence Holdings LLC, together with an equal number of Class B Common shares that were forfeited for no additional consideration, for the same number of Legence Class A Common shares. In connection with underwriters exercising their over-allotment option in a secondary offering of Legence Class A stock, Legence Parent ML LLC sold 780,121 Class A shares and Legence Parent II ML LLC sold 480,205 Class A shares to the underwriters at a price based on the public offering price of $45.00 per share, less underwriting discounts and commissions of $1.575 per share. Following these transactions, Parent ML continued to hold Class A and Class B equity interests in Legence indirectly through the described ownership structure.
Legence Corp. reporting persons disclosed that Legence Parent ML LLC exchanged 5,200,808 Class B Units of Legence Holdings LLC, together with an equal number of shares of Class B common stock, for 5,200,808 shares of Legence Corp. Class A common stock. Following this exchange, Parent ML continued to indirectly hold 41,479,954 Class B Units and a corresponding number of Class B common shares, and 5,379,379 Class A shares before subsequent sales.
In connection with a secondary offering of Legence Corp. Class A common stock, Parent ML sold 5,200,808 Class A shares at $45.00 per share, leaving 178,571 Class A shares indirectly owned. Legence Parent II ML LLC sold 3,201,370 Class A shares at $45.00 per share, retaining 25,642,999 Class A shares indirectly. The sales to underwriters were priced at the public offering price of $45.00 per share, less underwriting discounts and commissions of $1.575 per share.
Affiliates of Blackstone Inc., as directors and 10% owners of Legence Corp., reported several insider transactions dated 12/16/2025. Legence Parent ML LLC exchanged 5,200,808 Class B Units of Legence Holdings LLC, together with an equal number of Legence Class B common shares, for 5,200,808 shares of Legence Class A common stock.
In connection with a secondary offering of Legence Class A common stock, Legence Parent ML LLC and Legence Parent II ML LLC sold 5,200,808 and 3,201,370 Class A shares, respectively, to underwriters at $45.00 per share, less underwriting discounts and commissions of $1.575 per share. After these transactions, Parent ML indirectly held 5,379,379 Legence Class A shares and 41,479,954 Class B Units and corresponding Class B common stock, while Parent II ML indirectly held 25,642,999 Legence Class A shares.
Legence Corp is registering 8,402,178 shares of Class A common stock for resale by selling stockholders in a firm-commitment underwritten offering at
The underwriters have a 30-day option to buy up to 1,260,326 additional shares on the same terms. Legence provides engineering, installation and maintenance services for complex building systems, focusing on high-growth sectors such as technology, life sciences, healthcare and education. For 2024, it generated
As of
Legence Corp. disclosed that one of its directors beneficially owns 3,779 shares of Class A common stock through a restricted stock unit award. Each unit entitles the holder to receive one share upon vesting, and the award will fully vest on the earlier of the first anniversary of the award date and the day immediately preceding Legence Corp.’s 2026 annual stockholder meeting, subject to continued service.
Legence Corp. reported the initial stock holdings of its Chief Operating Officer following the company’s initial public offering. The officer directly owns 1,785 shares of Class A common stock, including shares purchased through a directed share program tied to the IPO. The officer has also been granted 15,179 Restricted Stock Units, each convertible into one share of Class A common stock that vest in three equal annual installments, generally conditioned on continued employment. In addition, the officer holds employee stock options covering 45,536 shares of Class A common stock at an exercise price of $28 per share, which vest in three equal annual installments starting on September 11, 2025, and expire on the tenth anniversary of that award date.