Legence CSO has 768 shares withheld for taxes

Legence Corp.’s chief strategy officer reported RSU-related tax withholding of 768 shares at $53.03, retaining 10,280 shares directly.

Available on EDGAR 09/17/2026 - 08:00 PM EDT Accepted by SEC EDGAR 09/17/2026 - 08:00 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Legence Corp. (LGN) reports that Chief Strategy Officer Justin Schwartz had 768 shares of Class A Common Stock withheld on September 15, 2026 to satisfy tax withholding obligations upon the vesting of Restricted Stock Units. The shares were valued at $53.03 per share, leaving him with 10,280 directly held shares afterward. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

Tax Withholding: 768 shares

Tax Withholding 1 txn

Insider Schwartz Justin

Role Chief Strategy Officer

Type	Security	Shares	Price	Value
Tax Withholding	Class A Common Stock F1	768	$53.03	$41K

Holdings After Transaction: Class A Common Stock — 10,280 shares (Direct)

Footnotes (1)

1. F1. Represents shares of Legence Corp's Class A common stock, par value $0.01 per share, withheld to satisfy tax withholding obligations upon vesting of Restricted Stock Units.

Key Figures

Shares withheld for taxes: 768 shares Per-share value for withholding: $53.03 per share Shares held after transaction: 10,280 shares

3 metrics

Shares withheld for taxes 768 shares RSU tax withholding on September 15, 2026

Per-share value for withholding $53.03 per share Class A Common Stock used to satisfy RSU tax obligations

Shares held after transaction 10,280 shares Direct Class A Common Stock holdings of Justin Schwartz after withholding

Key Terms

Restricted Stock Units, Class A Common Stock, tax withholding obligations

3 terms

Restricted Stock Units financial

"withheld to satisfy tax withholding obligations upon vesting of Restricted Stock Units"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Class A Common Stock financial

"Represents shares of Legence Corp's Class A common stock, par value $0.01"

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

tax withholding obligations financial

"withheld to satisfy tax withholding obligations upon vesting of Restricted Stock Units"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Legence Corp. (LGN) disclose for Justin Schwartz?

Legence Corp. disclosed that Chief Strategy Officer Justin Schwartz had 768 shares of Class A Common Stock withheld on September 15, 2026 to cover tax withholding obligations upon vesting of Restricted Stock Units, at a reported value of $53.03 per share.

How many Legence Corp. (LGN) shares does Justin Schwartz hold after this Form 4 transaction?

After the September 15, 2026 tax-withholding transaction, Justin Schwartz directly holds 10,280 shares of Legence Corp. Class A Common Stock, as reported in the Form 4 filing.

Was the Legence Corp. (LGN) Form 4 transaction a market sale by Justin Schwartz?

No. The Form 4 describes a code “F” transaction: 768 shares were withheld to satisfy tax withholding obligations upon vesting of Restricted Stock Units, rather than being sold in an open-market transaction.

What price per share was used for Justin Schwartz’s RSU tax withholding at Legence Corp. (LGN)?

The RSU-related tax withholding for Justin Schwartz used a value of $53.03 per share for the 768 shares of Class A Common Stock withheld on September 15, 2026.

Was Justin Schwartz’s Legence Corp. (LGN) Form 4 filed under a Rule 10b5-1 trading plan?

No. The filing indicates no Rule 10b5-1 trading plan; the document-level checkbox for such a plan is not marked, and the transaction is reported simply as tax-related share withholding on RSU vesting.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Schwartz Justin

(Last) (First) (Middle)

C/O LEGENCE CORP.

1601 LAS PLUMAS AVENUE

(Street)

SAN JOSE CALIFORNIA 95133

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Legence Corp. [ LGN ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Strategy Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/15/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	09/15/2026		F		768(1)	D	$53.03	10,280	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents shares of Legence Corp's Class A common stock, par value $0.01 per share, withheld to satisfy tax withholding obligations upon vesting of Restricted Stock Units.

	/s/ Bryce Seki, as attorney-in-fact	09/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)