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. director Kelly Christie B. received an award of 5,357 Restricted Stock Units (RSUs) on 09/15/2025. Each RSU converts to one share of the issuer's Class A common stock upon vesting, with the RSUs reported as acquired at a $0 price and leaving the reporting person with 5,357 shares beneficially owned after the transaction. The RSUs will fully vest on the earlier of the first anniversary of the award and the day before the issuer's 2026 annual stockholder meeting, and vesting is subject to continued service through that date.
Legence Corp. insider filing shows CFO Stephen M. Butz was granted 17,857 Restricted Stock Units on 09/15/2025. Each RSU converts to one share of Class A common stock at vesting and the award vests in three substantially equal installments on the first, second and third anniversaries of the grant date, generally conditioned on continued employment. The Form 4 reports the award as a direct beneficial ownership change, with the reported per-share price listed as $0. The filing was executed by an attorney-in-fact on behalf of the reporting person.
Legence Corp. filed a Form S-8 registration statement to register securities for issuance under the Legence Corp. 2025 Omnibus Incentive Plan. The filing incorporates by reference the company’s existing and future Exchange Act reports so that ongoing disclosures automatically update this registration. It describes how the company’s charter and bylaws, together with Delaware law, limit personal monetary liability of directors and officers and allow broad indemnification and advancement of expenses, supplemented by directors’ and officers’ insurance and separate indemnification agreements. The document also lists key exhibits, including the amended and restated certificate of incorporation, bylaws, the 2025 Omnibus Incentive Plan itself, legal opinions, auditor consents, and the filing fee table, and is signed by the chief executive officer and other senior officers and directors.
Legence Corp. reports closing its initial public offering of 26,000,000 shares of Class A common stock at $28.00 per share, with underwriters exercising an option to buy an additional 3,487,627 shares. Net proceeds were contributed to Legence Holdings in exchange for Class B units, and Legence Holdings used the funds to repay borrowings under its term loan facility.
In connection with the IPO-related reorganization, the company issued 178,571 Class A shares and 46,680,762 Class B shares to Legence Parent LLC, and 28,844,369 Class A shares to Legence Parent II LLC in private transactions under Section 4(a)(2). Legence also amended its credit agreement to facilitate the reorganization.
The board appointed Terrence Keenen, Christie Kelly, Bilal Khan, Robert Mitchell Nimocks and Jeffrey Sprau as directors, with committee roles and independence determinations noted, and granted equity awards to non-employee directors. Stockholders approved the 2025 Omnibus Incentive Plan, under which employees, including named executive officers, received IPO stock options and RSUs. The company adopted an amended and restated charter and bylaws and entered into indemnification agreements with directors and executive officers.
Legence Corp. is offering Class A common stock at $28.00 per share with 26,000,000 shares in the base offering and a 30-day underwriter option to purchase up to 3,900,000 additional shares. Net proceeds are expected to be contributed to Legence Holdings to repay borrowings under the Term Loan Credit Facility and for general corporate purposes. Immediately after the reorganization and offering, Legence will hold an approximate 54% economic interest in Legence Holdings (56% if the underwriters exercise their option in full), with noncontrolling interests holding the remainder.
The company reported strong installation and maintenance growth: its Installation & Maintenance segment generated 71.3% of revenues and 52.4% of gross profit in 2024. From 2021 to 2024, that segment grew at a CAGR of ~30% (approximately 16% after pro forma acquisitions). Consolidated revenue trends shown include $2,098,602 (in thousands) for 2024 and unaudited pro forma adjustments linking the reorganization and offering to historical financials. The prospectus discloses a Tax Receivable Agreement estimate resulting in a non-current liability example of approximately $315.3 million under certain assumptions.