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. filings document the public-company reporting record for a Nasdaq-listed provider of engineering, consulting, installation, and maintenance services for building systems. The filings cover Class A common stock registration statements, prospectus disclosures for public equity offerings, operating and financial results, and segment information tied to Installation and Maintenance and Engineering and Consulting.
Legence's proxy and current reports address shareholder voting matters, board and committee governance, compensation arrangements, ownership and change-in-control disclosures, material agreements, and capital-structure matters involving Class A common stock, Class B common stock, and units of Legence Holdings LLC. The record also includes 8-K disclosures for earnings releases and other material events.
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.
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.
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.
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.
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.
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.
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.