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Legence Corp. Form 4 Filings

LGN NASDAQ

Every Form 4 that Legence Corp. (LGN) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow LGN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LGN filings page.

Rhea-AI Summary

Legence Corp. (LGN) reported that Chief Accounting Officer Philippe Le Bris sold 1,058 shares of Class A common stock on September 18, 2026, at an average price of $55.01 per share. The sale occurred automatically under a Rule 10b5-1 trading plan adopted on June 16, 2026, and he now holds 4,749 shares directly.

Rhea-AI Summary

Legence Corp. (LGN) reported that Chief Financial Officer Stephen M. Butz had 2,343 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, and he now directly holds 25,276 shares of Class A common stock.

This was a tax-related withholding transaction, not an open-market sale, and no Rule 10b5-1 trading plan is reported for this filing.

Rhea-AI Summary

Legence Corp. (LGN) reported that Chief Accounting Officer Philippe Le Bris exercised employee stock options for 4,196 shares of Class A common stock at an exercise price of $28.00 per share on September 15, 2026, and sold 4,196 shares at $54.06 per share the same day.

The filing also reports 341 shares withheld at $53.03 per share to satisfy tax withholding obligations upon vesting of Restricted Stock Units, and that 8,393 stock options remain outstanding after the transactions. All reported trades occurred automatically under a Rule 10b5-1 trading plan adopted on June 16, 2026.

Rhea-AI Summary

Legence Corp. (LGN) reported that its General Counsel & Secretary, Bryce Seki, had 653 shares of Class A common stock withheld on September 15, 2026 to satisfy tax withholding obligations upon vesting of Restricted Stock Units. These shares were valued at $53.03 per share, leaving 11,776 shares held directly afterward. No Rule 10b5-1 trading plan is reported.

Rhea-AI Summary

Legence Corp. (LGN) reported that Chief Executive Officer and director Jeffrey Sprau had 9,792 shares of Class A common stock withheld on September 15, 2026 to satisfy tax withholding obligations upon vesting of Restricted Stock Units. The shares were valued at $53.03 per share, and Sprau now holds 86,875 shares directly. No Rule 10b5-1 trading plan is reported.

Rhea-AI Summary

Legence Corp. (LGN) reported that Chief Operating Officer Stephen Dale Hansen had 1,671 shares of Class A common stock withheld on September 15, 2026, to satisfy tax withholding obligations upon vesting of Restricted Stock Units. The shares were valued at $53.03 per share, leaving him with 23,591 shares held directly after the transaction. No Rule 10b5-1 trading plan is reported.

Rhea-AI Summary

Legence Corp. (LGN) reported that Chief People and Technology Officer Gregory Barnes had 653 shares of Class A common stock withheld on September 15, 2026 to satisfy tax withholding obligations upon vesting of Restricted Stock Units. The shares were valued at $53.03 per share, and Barnes now holds 11,776 shares directly. No Rule 10b5-1 trading plan is reported.

Rhea-AI 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.

Rhea-AI Summary

Legence Corp. (symbol: LGN) is the issuer of record for a Form 4 filing submitted to the SEC.

Rhea-AI Summary

Keenen Terrence reported acquisition or exercise transactions in this Form 4 filing.

Legence Corp. director Terrence Keenen received an award of 1,675 Restricted Stock Units, each convertible into one share of the company's Class A common stock at no cost upon vesting. The units will fully vest on the earlier of the first anniversary of the award date and the day immediately preceding Legence's 2027 annual stockholder meeting, subject to continued service. Following this grant, Keenen directly holds 15,960 shares of Class A common stock.

Rhea-AI Summary

Coghlan David Joseph reported acquisition or exercise transactions in this Form 4 filing.

Legence Corp. director David Joseph Coghlan received an award of 1,675 Restricted Stock Units, each convertible into one share of Class A common stock upon vesting. The grant was made at no cash cost per unit.

After this equity award, Coghlan holds 5,454 shares/units directly. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the award date and the day immediately preceding Legence Corp.'s 2027 annual stockholder meeting, subject to his continued service through that date.

Rhea-AI Summary

Kelly Christie B. reported acquisition or exercise transactions in this Form 4 filing.

Legence Corp. director Kelly Christie B. received an equity award in the form of 1,675 Restricted Stock Units, each convertible into one share of Class A common stock upon vesting. The RSUs fully vest on the earlier of the first anniversary of the grant date or the day immediately preceding Legence Corp.'s 2027 annual stockholder meeting, subject to continued service. Following this grant, Christie directly holds 7,032 shares of Class A common stock.

Rhea-AI Summary

Legence Corp. saw Blackstone-affiliated entities convert and sell a large block of shares. Legence Parent ML LLC exchanged 9,528,699 Class B Units of Legence Holdings LLC, together with an equal number of Class B Common shares, for 9,528,699 Class A Common shares. In connection with a secondary offering, Parent ML then sold 9,528,699 Class A shares and Legence Parent II ML LLC sold 5,865,413 Class A shares to underwriters at $54.00 per share, less $1.89 in underwriting discounts and commissions. After these transactions, Parent ML held 178,571 Class A shares and 31,171,134 Class B Units and corresponding Class B Common shares, while Parent II ML held 19,297,381 Class A shares indirectly through Blackstone-related structures that disclaim full beneficial ownership beyond pecuniary interests.

Rhea-AI Summary

Legence Corp. reported major insider activity involving Blackstone-affiliated holders. Legence Parent ML LLC exchanged 9,528,699 Class B Units of Legence Holdings LLC, together with an equal number of Legence Class B Common shares forfeited for no additional consideration, for 9,528,699 Legence Class A Common shares in an exchange transaction.

In connection with a secondary offering of Legence Class A Common Stock, Parent ML and Legence Parent II ML LLC sold 9,528,699 and 5,865,413 Class A shares, respectively, to underwriters at $54.00 per share, less $1.89 per share in underwriting discounts and commissions. Following these transactions, Parent ML indirectly holds 178,571 Class A shares and Parent II ML indirectly holds 19,297,381 Class A shares, while Parent ML continues to hold Class B Units and Class B Common Stock.

Rhea-AI Summary

Legence Corp. reported that Chief Executive Officer Jeffrey Sprau received new equity awards. He was granted employee stock options for 63,177 shares of Class A common stock at an exercise price of $50.90 per share, with 63,177 underlying shares reported following the grant. He also received 34,167 shares of Class A common stock as a grant, bringing his direct common stock holdings to 96,667 shares after the transaction. The stock options and the underlying restricted stock units vest in three substantially equal annual installments on the first, second, and third anniversaries of the award date, generally conditioned on continued employment, and the options expire on the tenth anniversary.

Rhea-AI Summary

Legence Corp. Chief Human Resources Officer Gregory Barnes reported equity compensation awards. He received 8,123 employee stock options with an exercise price of $50.90 per share, each option tied to Class A common stock.

He was also granted 4,393 shares of Class A common stock, reported as a grant/award. Both the options and the restricted stock units vest in three substantially equal installments on each of the first, second and third anniversaries of the award date, generally contingent on continued employment. Following the stock grant, Barnes directly owns 12,429 shares of Class A common stock.

Rhea-AI Summary

Legence Corp. General Counsel & Secretary Seki Bryce received new equity awards as part of compensation. On the award date, Bryce was granted 4,393 shares of Class A common stock in the form of restricted stock units and 8,123 employee stock options with an exercise price of $50.90 per share.

The restricted stock units each convert into one share of Class A common stock and vest in three substantially equal installments on the first, second, and third anniversaries of the grant, subject to continued employment. The options vest on the same three-year schedule and expire on the tenth anniversary of the grant date. Following these awards, Bryce directly holds 12,429 shares of Class A common stock and 8,123 stock options.

Rhea-AI Summary

Legence Corp. Chief Accounting Officer Philippe Le Bris reported compensation-related equity awards rather than market trades. He received 3,610 employee stock options with an exercise price of $50.9000 per share, each tied to Class A common stock, and a separate grant of 1,952 Class A common shares as restricted stock units.

The restricted stock units and options vest in three substantially equal installments on each of the first, second and third anniversaries of the grant date, generally requiring continued employment through each vesting date. Following these awards, Le Bris directly holds 6,148 Class A common shares and 3,610 stock options, with the options expiring on the tenth anniversary of the award date.

Rhea-AI Summary

Legence Corp. Chief Operating Officer Stephen Dale Hansen received new equity compensation. He was granted 15,343 employee stock options with an exercise price of $50.90 per share and 8,298 Restricted Stock Units, both vesting in three equal annual installments, generally contingent on continued employment.

Following the grant, Hansen directly holds 25,262 shares of Class A common stock and 15,343 options, aligning his compensation more closely with the company’s future share performance.

Rhea-AI Summary

Legence Corp. Chief Financial Officer Stephen M. Butz received new equity compensation awards. He was granted employee stock options covering 18,051 shares of Class A common stock at an exercise price of $50.90 per share, with 18,051 options held directly after the award.

He also received 9,762 restricted stock units, bringing his direct Class A share holdings to 27,619 shares. Both the options and restricted stock units vest in three substantially equal annual installments on the first, second and third anniversaries of the award date, generally requiring continued employment through each vesting date. These are compensation-related grants rather than open-market purchases or sales.

Rhea-AI 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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.