Legence Corp. grants equity awards to CSO

Legence Corp. reported that Chief Strategy Officer Justin Schwartz received new equity awards.

Rhea-AI Filing Summary

Legence Corp. reported that Chief Strategy Officer Justin Schwartz received new equity awards. He was granted 7,220 employee stock options with a $50.9000 exercise price and 3,905 Restricted Stock Units, each convertible into one share of Class A common stock at vesting. Both the RSUs and options vest in three substantially equal annual installments over three years, generally contingent on continued employment. Following these grants, Schwartz directly owns 11,048 shares of Class A common stock.

Insider Trade Summary

Grant/Award: 11,125 shares

Grant/Award 2 txns

Insider Schwartz Justin

Role Chief Strategy Officer

Type	Security	Shares	Price	Value
Grant/Award	Employee Stock Options	7,220	$0.00	$0.00
Grant/Award	Class A Common Stock	3,905	$0.00	$0.00

Holdings After Transaction: Employee Stock Options — 7,220 contracts (Direct); Class A Common Stock — 11,048 shares (Direct)

Footnotes (2)

1. F1. The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive, at vesting, one share of Legence Corp.'s Class A common stock, par value $0.01 per share. The Restricted Stock Units vest in three substantially equal installments on each of the first, second and third anniversaries of the date of the award, subject generally to continued employment through the applicable vesting date.
2. F2. The options will vest in three substantially equal installments on each of the first, second and third anniversaries of the date of the award, subject generally to continued employment through the applicable vesting date. The options expire on the tenth anniversary of the date of the award.

FAQ

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

What insider equity awards did Legence Corp. (LGN) grant to Justin Schwartz?

Legence Corp. granted Chief Strategy Officer Justin Schwartz 7,220 employee stock options and 3,905 Restricted Stock Units. Each RSU converts into one share of Class A common stock at vesting, adding to his long-term equity-based compensation and aligning interests with shareholders.

What are the vesting terms for Justin Schwartz’s new Legence (LGN) equity awards?

Both the stock options and Restricted Stock Units vest in three substantially equal installments on the first, second, and third anniversaries of the award date. Vesting is generally conditioned on Schwartz’s continued employment through each applicable vesting date, emphasizing retention and long-term commitment.

What is the exercise price and expiration for Justin Schwartz’s Legence (LGN) stock options?

The 7,220 employee stock options granted to Justin Schwartz have an exercise price of $50.9000 per share. These options vest over three years and expire on the tenth anniversary of the award date, providing a defined timeframe for potential exercise and value realization.

How many Legence Corp. (LGN) shares does Justin Schwartz hold after these transactions?

After the reported grant of 3,905 shares of Class A common stock, Justin Schwartz directly holds 11,048 shares. This reflects his post-transaction ownership position in Legence’s Class A common stock, separate from the additional 7,220 stock options and 3,905 Restricted Stock Units awarded.

Are Justin Schwartz’s new Legence (LGN) equity awards open-market purchases or compensation grants?

The reported transactions are compensation-related grants, not open-market purchases. They are coded as “A” for grant or award acquisition and include 7,220 stock options plus 3,905 Restricted Stock Units, all awarded at a per-share transaction price of $0.0000.

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

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Accepted by SEC EDGAR 03/18/2026 - 05:33 PM EDT Learn about SEC filing dates

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)
03/16/2026

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(1)	03/16/2026		A		3,905	A	$0	11,048	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
Employee Stock Options	$50.9	03/16/2026		A		7,220		(2)	(2)	Class A Common Stock	7,220	$0	7,220	D

Explanation of Responses:

1. The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive, at vesting, one share of Legence Corp.'s Class A common stock, par value $0.01 per share. The Restricted Stock Units vest in three substantially equal installments on each of the first, second and third anniversaries of the date of the award, subject generally to continued employment through the applicable vesting date.

2. The options will vest in three substantially equal installments on each of the first, second and third anniversaries of the date of the award, subject generally to continued employment through the applicable vesting date. The options expire on the tenth anniversary of the date of the award.

	/s/ Bryce Seki, as attorney-in-fact	03/18/2026
	** 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)