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Legence Corp.

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Tapewire entity
3605
SEC CIK
0002052568
Parsed reports
47

Last 12 months

Inside the activity.

0 purchase rows · 14 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202504
Jan 202604
Feb 202600
Mar 202600
Apr 202604
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202602
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 18, 2026 Filed Sep 22, 2026 20:30 UTC
Le Bris PhilippeChief Accounting Officer
SaleClass A Common Stock 1,058 $55.01 $58,200.58
Disclosure

SEC source: 0001193125-26-397992 · ownership.xml · nonDerivative · entry 1

Le Bris Philippe · CIK 0002082077 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,749

F1 · kind: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026.

Read SEC document
September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Hansen Stephen DaleChief Operating Officer
Tax withholdingClass A Common Stock 1,671 $53.03 $88,613.13
Disclosure

SEC source: 0001193125-26-394763 · ownership.xml · nonDerivative · entry 1

Hansen Stephen Dale · CIK 0002098161 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,591

F1 · shares: 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.

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September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Seki BryceGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 653 $53.03 $34,628.59
Disclosure

SEC source: 0001193125-26-394765 · ownership.xml · nonDerivative · entry 1

Seki Bryce · CIK 0001727251 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,776

F1 · shares: 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.

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September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Le Bris PhilippeChief Accounting Officer
Exercise / conversionEmployee Stock Options · Derivative 4,196 $0.00 Strike: $28.00 $0.00
Disclosure

SEC source: 0001193125-26-394766 · ownership.xml · derivative · entry 4

Le Bris Philippe · CIK 0002082077 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,393

Underlying: Class A Common Stock · 4,196 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/16/2026.

F3 · derivative.exercise_date: The options vest in three substantially equal installments the first of which occurred on September 11, 2026. The second and third installments will vest on the second and third anniversaries of the date of the award, respectively, subject generally to continued employment through the applicable vesting date. The options expire on September 11, 2035, the tenth anniversary of the date of the award.

F3 · derivative.expiration_date: The options vest in three substantially equal installments the first of which occurred on September 11, 2026. The second and third installments will vest on the second and third anniversaries of the date of the award, respectively, subject generally to continued employment through the applicable vesting date. The options expire on September 11, 2035, the tenth anniversary of the date of the award.

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September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Le Bris PhilippeChief Accounting Officer
Tax withholdingClass A Common Stock 341 $53.03 $18,083.23
Disclosure

SEC source: 0001193125-26-394766 · ownership.xml · nonDerivative · entry 3

Le Bris Philippe · CIK 0002082077 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,807

F2 · kind: 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.

Read SEC document
September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Le Bris PhilippeChief Accounting Officer
SaleClass A Common Stock 4,196 $54.06 $226,835.76
Disclosure

SEC source: 0001193125-26-394766 · ownership.xml · nonDerivative · entry 2

Le Bris Philippe · CIK 0002082077 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,148

F1 · kind: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/16/2026.

Read SEC document
September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Le Bris PhilippeChief Accounting Officer
Exercise / conversionClass A Common Stock 4,196 $28.00 $117,488.00
Disclosure

SEC source: 0001193125-26-394766 · ownership.xml · nonDerivative · entry 1

Le Bris Philippe · CIK 0002082077 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,344

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/16/2026.

Read SEC document
September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Butz Stephen MChief Financial Officer
Tax withholdingClass A Common Stock 2,343 $53.03 $124,249.29
Disclosure

SEC source: 0001193125-26-394767 · ownership.xml · nonDerivative · entry 1

Butz Stephen M · CIK 0001483622 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,276

F1 · shares: 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.

Read SEC document
September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Sprau JeffreyDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 9,792 $53.03 $519,269.76
Disclosure

SEC source: 0001193125-26-394764 · ownership.xml · nonDerivative · entry 1

Sprau Jeffrey · CIK 0002082076 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,875

F1 · shares: 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.

Read SEC document
September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Schwartz JustinChief Strategy Officer
Tax withholdingClass A Common Stock 768 $53.03 $40,727.04
Disclosure

SEC source: 0001193125-26-394760 · ownership.xml · nonDerivative · entry 1

Schwartz Justin · CIK 0002098215 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,280

F1 · shares: 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.

Read SEC document
September 15, 2026 Filed Sep 18, 2026 00:00 UTC
Barnes GregorySee Remarks
Tax withholdingClass A Common Stock 653 $53.03 $34,628.59
Disclosure

SEC source: 0001193125-26-394761 · ownership.xml · nonDerivative · entry 1

Barnes Gregory · CIK 0002082079 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,776

F1 · shares: 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.

Read SEC document
August 18, 2026 Filed Aug 20, 2026 21:01 UTC GrantClass A Common Stock 2,257 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-359353 · ownership.xml · nonDerivative · entry 1

Crisci Robert · CIK 0001699417 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,257

F1 · security: The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive one share of Legence Corp.'s (the "Issuer") Class A common stock, par value $0.01 per share, upon vesting. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the date of the award and the day immediately preceding the Issuer's 2027 annual stockholder meeting, subject to continued service through such date.

Read SEC document
June 11, 2026 Filed Jun 11, 2026 21:01 UTC GrantClass A Common Stock 1,675 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-267841 · ownership.xml · nonDerivative · entry 1

Kelly Christie B. · CIK 0001457703 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,032

F1 · security: The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive one share of Legence Corp.'s (the "Issuer") Class A common stock, par value $0.01 per share, upon vesting. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the date of the award and the day immediately preceding the Issuer's 2027 annual stockholder meeting, subject to continued service through such date.

Read SEC document
June 11, 2026 Filed Jun 11, 2026 21:08 UTC GrantClass A Common Stock 1,675 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-267870 · ownership.xml · nonDerivative · entry 1

Coghlan David Joseph · CIK 0001435735 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,454

F1 · security: The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive one share of Legence Corp.'s (the "Issuer") Class A common stock, par value $0.01 per share, upon vesting. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the date of the award and the day immediately preceding the Issuer's 2027 annual stockholder meeting, subject to continued service through such date.

Read SEC document
June 11, 2026 Filed Jun 11, 2026 21:13 UTC GrantClass A Common Stock 1,675 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-267896 · ownership.xml · nonDerivative · entry 1

Keenen Terrence · CIK 0002082078 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,960

F1 · security: The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive one share of Legence Corp.'s (the "Issuer") Class A common stock, par value $0.01 per share, upon vesting. The Restricted Stock Units will fully vest on the earlier of the first anniversary of the date of the award and the day immediately preceding the Issuer's 2027 annual stockholder meeting, subject to continued service through such date.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:08 UTC ConversionClass B Units of Legence Holdings LLC · Derivative 9,528,699 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-149834 · ownership.xml · derivative · entry 5

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 31,171,134

Underlying: Class A Common Stock · 9,528,699 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · shares: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F3 · derivative.exercise_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F3 · derivative.expiration_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F4 · balance_after: Represents Class B Units and a corresponding number shares of Class B Common Stock directly held by Parent ML immediately following the Exchange.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:08 UTC SaleClass A Common Stock 5,865,413 $54.00 $316,732,302.00
Disclosure

SEC source: 0001193125-26-149834 · ownership.xml · nonDerivative · entry 4

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent II ML

Disclosed balance after: 19,297,381

F2 · kind: In connection with the closing of the secondary offering (the "Offering") of shares of Class A Common Stock of the Issuer, Parent ML and Legence Parent II ML LLC ("Parent II ML") sold shares of Class A Common Stock to the underwriters at a price per share equal to the public offering price of $54.00 per share of Class A Common Stock, less underwriting discounts and commissions of $1.89 per share.

F6 · ownership.nature: Parent II ML is controlled by Legence Parent II LLC ("Parent II LLC"), its sole member. Parent II LLC is controlled by Refficiency Aggregator II LP ("Refficiency II"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of Refficiency II.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:08 UTC SaleClass A Common Stock 9,528,699 $54.00 $514,549,746.00
Disclosure

SEC source: 0001193125-26-149834 · ownership.xml · nonDerivative · entry 3

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 178,571

F2 · kind: In connection with the closing of the secondary offering (the "Offering") of shares of Class A Common Stock of the Issuer, Parent ML and Legence Parent II ML LLC ("Parent II ML") sold shares of Class A Common Stock to the underwriters at a price per share equal to the public offering price of $54.00 per share of Class A Common Stock, less underwriting discounts and commissions of $1.89 per share.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:08 UTC ConversionClass B Common Stock 9,528,699 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-149834 · ownership.xml · nonDerivative · entry 2

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 31,171,134

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F4 · balance_after: Represents Class B Units and a corresponding number shares of Class B Common Stock directly held by Parent ML immediately following the Exchange.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:08 UTC ConversionClass A Common Stock 9,528,699 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-149834 · ownership.xml · nonDerivative · entry 1

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 9,707,270

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:20 UTC ConversionClass B Units of Legence Holdings LLC · Derivative 9,528,699 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-149867 · ownership.xml · derivative · entry 5

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 31,171,134

Underlying: Class A Common Stock · 9,528,699 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · shares: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F3 · derivative.exercise_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F3 · derivative.expiration_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F4 · balance_after: Represents Class B Units and a corresponding number shares of Class B Common Stock directly held by Parent ML immediately following the Exchange.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:20 UTC SaleClass A Common Stock 5,865,413 $54.00 $316,732,302.00
Disclosure

SEC source: 0001193125-26-149867 · ownership.xml · nonDerivative · entry 4

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent II ML

Disclosed balance after: 19,297,381

F2 · kind: In connection with the closing of the secondary offering (the "Offering") of shares of Class A Common Stock of the Issuer, Parent ML and Legence Parent II ML LLC ("Parent II ML") sold shares of Class A Common Stock to the underwriters at a price per share equal to the public offering price of $54.00 per share of Class A Common Stock, less underwriting discounts and commissions of $1.89 per share.

F6 · ownership.nature: Parent II ML is controlled by Legence Parent II LLC ("Parent II LLC"), its sole member. Parent II LLC is controlled by Refficiency Aggregator II LP ("Refficiency II"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of Refficiency II.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:20 UTC SaleClass A Common Stock 9,528,699 $54.00 $514,549,746.00
Disclosure

SEC source: 0001193125-26-149867 · ownership.xml · nonDerivative · entry 3

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 178,571

F2 · kind: In connection with the closing of the secondary offering (the "Offering") of shares of Class A Common Stock of the Issuer, Parent ML and Legence Parent II ML LLC ("Parent II ML") sold shares of Class A Common Stock to the underwriters at a price per share equal to the public offering price of $54.00 per share of Class A Common Stock, less underwriting discounts and commissions of $1.89 per share.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:20 UTC ConversionClass B Common Stock 9,528,699 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-149867 · ownership.xml · nonDerivative · entry 2

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 31,171,134

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F4 · balance_after: Represents Class B Units and a corresponding number shares of Class B Common Stock directly held by Parent ML immediately following the Exchange.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
April 09, 2026 Filed Apr 9, 2026 21:20 UTC ConversionClass A Common Stock 9,528,699 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-149867 · ownership.xml · nonDerivative · entry 1

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 9,707,270

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 9,528,699 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:41 UTC
Seki BryceGeneral Counsel & Secretary
GrantEmployee Stock Options · Derivative 8,123 $0.00 Strike: $50.90 $0.00
Disclosure

SEC source: 0001193125-26-114434 · ownership.xml · derivative · entry 2

Seki Bryce · CIK 0001727251 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,123

Underlying: Class A Common Stock · 8,123 shares

Expires not disclosed

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:41 UTC
Seki BryceGeneral Counsel & Secretary
GrantClass A Common Stock 4,393 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-114434 · ownership.xml · nonDerivative · entry 1

Seki Bryce · CIK 0001727251 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,429

F1 · security: 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:34 UTC
Butz Stephen MChief Financial Officer
GrantEmployee Stock Options · Derivative 18,051 $0.00 Strike: $50.90 $0.00
Disclosure

SEC source: 0001193125-26-114404 · ownership.xml · derivative · entry 2

Butz Stephen M · CIK 0001483622 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,051

Underlying: Class A Common Stock · 18,051 shares

Expires not disclosed

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:34 UTC
Butz Stephen MChief Financial Officer
GrantClass A Common Stock 9,762 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-114404 · ownership.xml · nonDerivative · entry 1

Butz Stephen M · CIK 0001483622 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,619

F1 · security: 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:46 UTC
Sprau JeffreyDirector · Chief Executive Officer
GrantEmployee Stock Options · Derivative 63,177 $0.00 Strike: $50.90 $0.00
Disclosure

SEC source: 0001193125-26-114448 · ownership.xml · derivative · entry 2

Sprau Jeffrey · CIK 0002082076 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,177

Underlying: Class A Common Stock · 63,177 shares

Expires not disclosed

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:46 UTC
Sprau JeffreyDirector · Chief Executive Officer
GrantClass A Common Stock 34,167 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-114448 · ownership.xml · nonDerivative · entry 1

Sprau Jeffrey · CIK 0002082076 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,667

F1 · security: 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:43 UTC
Barnes GregoryChief Human Resources Officer
GrantEmployee Stock Options · Derivative 8,123 $0.00 Strike: $50.90 $0.00
Disclosure

SEC source: 0001193125-26-114443 · ownership.xml · derivative · entry 2

Barnes Gregory · CIK 0002082079 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,123

Underlying: Class A Common Stock · 8,123 shares

Expires not disclosed

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:43 UTC
Barnes GregoryChief Human Resources Officer
GrantClass A Common Stock 4,393 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-114443 · ownership.xml · nonDerivative · entry 1

Barnes Gregory · CIK 0002082079 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,429

F1 · security: 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:39 UTC
Le Bris PhilippeChief Accounting Officer
GrantEmployee Stock Options · Derivative 3,610 $0.00 Strike: $50.90 $0.00
Disclosure

SEC source: 0001193125-26-114427 · ownership.xml · derivative · entry 2

Le Bris Philippe · CIK 0002082077 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,610

Underlying: Class A Common Stock · 3,610 shares

Expires not disclosed

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

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March 16, 2026 Filed Mar 18, 2026 21:39 UTC
Le Bris PhilippeChief Accounting Officer
GrantClass A Common Stock 1,952 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-114427 · ownership.xml · nonDerivative · entry 1

Le Bris Philippe · CIK 0002082077 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,148

F1 · security: 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.

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March 16, 2026 Filed Mar 18, 2026 21:37 UTC
Hansen Stephen DaleChief Operating Officer
GrantEmployee Stock Options · Derivative 15,343 $0.00 Strike: $50.90 $0.00
Disclosure

SEC source: 0001193125-26-114415 · ownership.xml · derivative · entry 2

Hansen Stephen Dale · CIK 0002098161 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,343

Underlying: Class A Common Stock · 15,343 shares

Expires not disclosed

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

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March 16, 2026 Filed Mar 18, 2026 21:37 UTC
Hansen Stephen DaleChief Operating Officer
GrantClass A Common Stock 8,298 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-114415 · ownership.xml · nonDerivative · entry 1

Hansen Stephen Dale · CIK 0002098161 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,262

F1 · security: 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.

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March 16, 2026 Filed Mar 18, 2026 21:33 UTC
Schwartz JustinChief Strategy Officer
GrantEmployee Stock Options · Derivative 7,220 $0.00 Strike: $50.90 $0.00
Disclosure

SEC source: 0001193125-26-114395 · ownership.xml · derivative · entry 2

Schwartz Justin · CIK 0002098215 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,220

Underlying: Class A Common Stock · 7,220 shares

Expires not disclosed

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 21:33 UTC
Schwartz JustinChief Strategy Officer
GrantClass A Common Stock 3,905 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-114395 · ownership.xml · nonDerivative · entry 1

Schwartz Justin · CIK 0002098215 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,048

F1 · security: 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.

Read SEC document
January 08, 2026 Filed Jan 8, 2026 21:15 UTC ConversionClass B Units of Legence Holdings LLC · Derivative 780,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-007717 · ownership.xml · derivative · entry 5

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 40,699,833

Underlying: Class A Common Stock · 780,121 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · shares: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F3 · derivative.exercise_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F3 · derivative.expiration_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F4 · balance_after: Represents Class B Units and a corresponding number shares of Class B Common Stock directly held by Parent ML immediately following the Exchange.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
January 08, 2026 Filed Jan 8, 2026 21:15 UTC SaleClass A Common Stock 480,205 $45.00 $21,609,225.00
Disclosure

SEC source: 0001193125-26-007717 · ownership.xml · nonDerivative · entry 4

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent II ML

Disclosed balance after: 25,162,794

F2 · kind: In connection with the underwriters' exercise of their over-allotment option relating to the secondary offering of shares of Class A Common Stock of the Issuer, Parent ML and Legence Parent II ML LLC ("Parent II ML") sold shares of Class A Common Stock to the underwriters at a price per share equal to the public offering price of $45.00 per share of Class A Common Stock, less underwriting discounts and commissions of $1.575 per share.

F6 · ownership.nature: Parent II ML is controlled by Legence Parent II LLC ("Parent II LLC"), its sole member. Parent II LLC is controlled by Refficiency Aggregator II LP ("Refficiency II"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of Refficiency II.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
January 08, 2026 Filed Jan 8, 2026 21:15 UTC SaleClass A Common Stock 780,121 $45.00 $35,105,445.00
Disclosure

SEC source: 0001193125-26-007717 · ownership.xml · nonDerivative · entry 3

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 178,571

F2 · kind: In connection with the underwriters' exercise of their over-allotment option relating to the secondary offering of shares of Class A Common Stock of the Issuer, Parent ML and Legence Parent II ML LLC ("Parent II ML") sold shares of Class A Common Stock to the underwriters at a price per share equal to the public offering price of $45.00 per share of Class A Common Stock, less underwriting discounts and commissions of $1.575 per share.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
January 08, 2026 Filed Jan 8, 2026 21:15 UTC ConversionClass B Common Stock 780,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-007717 · ownership.xml · nonDerivative · entry 2

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 40,699,833

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F4 · balance_after: Represents Class B Units and a corresponding number shares of Class B Common Stock directly held by Parent ML immediately following the Exchange.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
January 08, 2026 Filed Jan 8, 2026 21:15 UTC ConversionClass A Common Stock 780,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-007717 · ownership.xml · nonDerivative · entry 1

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 958,692

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

Read SEC document
January 08, 2026 Filed Jan 8, 2026 21:15 UTC ConversionClass B Units of Legence Holdings LLC · Derivative 780,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-007718 · ownership.xml · derivative · entry 5

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 40,699,833

Underlying: Class A Common Stock · 780,121 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings , Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · shares: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F3 · derivative.exercise_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings , Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F3 · derivative.expiration_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings , Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F4 · balance_after: Represents Class B Units and a corresponding number shares of Class B Common Stock directly held by Parent ML immediately following the Exchange.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

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January 08, 2026 Filed Jan 8, 2026 21:15 UTC SaleClass A Common Stock 480,205 $45.00 $21,609,225.00
Disclosure

SEC source: 0001193125-26-007718 · ownership.xml · nonDerivative · entry 4

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent II ML

Disclosed balance after: 25,162,794

F2 · kind: In connection with the underwriters' exercise of their over-allotment option relating to the secondary offering of shares of Class A Common Stock of the Issuer, Parent ML and Legence Parent II ML LLC ("Parent II ML") sold shares of Class A Common Stock to the underwriters at a price per share equal to the public offering price of $45.00 per share of Class A Common Stock, less underwriting discounts and commissions of $1.575 per share.

F6 · ownership.nature: Parent II ML is controlled by Legence Parent II LLC ("Parent II LLC"), its sole member. Parent II LLC is controlled by Refficiency Aggregator II LP ("Refficiency II"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of Refficiency II.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

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January 08, 2026 Filed Jan 8, 2026 21:15 UTC SaleClass A Common Stock 780,121 $45.00 $35,105,445.00
Disclosure

SEC source: 0001193125-26-007718 · ownership.xml · nonDerivative · entry 3

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 178,571

F2 · kind: In connection with the underwriters' exercise of their over-allotment option relating to the secondary offering of shares of Class A Common Stock of the Issuer, Parent ML and Legence Parent II ML LLC ("Parent II ML") sold shares of Class A Common Stock to the underwriters at a price per share equal to the public offering price of $45.00 per share of Class A Common Stock, less underwriting discounts and commissions of $1.575 per share.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

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January 08, 2026 Filed Jan 8, 2026 21:15 UTC ConversionClass B Common Stock 780,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-007718 · ownership.xml · nonDerivative · entry 2

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 40,699,833

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F4 · balance_after: Represents Class B Units and a corresponding number shares of Class B Common Stock directly held by Parent ML immediately following the Exchange.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

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January 08, 2026 Filed Jan 8, 2026 21:15 UTC ConversionClass A Common Stock 780,121 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-007718 · ownership.xml · nonDerivative · entry 1

Blackstone EMA III L.L.C. · CIK 0002084377 · 10% owner

BMA VIII L.L.C. · CIK 0002084966 · 10% owner

Blackstone Holdings II L.P. · CIK 0001484870 · 10% owner

Blackstone Holdings I/II GP L.L.C. · CIK 0001464695 · 10% owner

Blackstone Inc. · CIK 0001393818 · 10% owner

Blackstone Group Management L.L.C. · CIK 0001404071 · 10% owner

SCHWARZMAN STEPHEN A · CIK 0001070844 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Parent ML

Disclosed balance after: 958,692

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 780,121 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

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December 16, 2025 Filed Dec 16, 2025 21:05 UTC ConversionClass B Units of Legence Holdings LLC · Derivative 5,200,808 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-320846 · ownership.xml · derivative · entry 5

Legence Parent ML LLC · CIK 0002099711 · 10% owner

Legence Parent II ML LLC · CIK 0002099710 · 10% owner

LEGENCE PARENT LLC · CIK 0001938307 · 10% owner

Legence Parent II LLC · CIK 0002084937 · 10% owner

BX Refficiency Aggregator LP · CIK 0002084815 · 10% owner

Refficiency Aggregator II LP · CIK 0002084817 · 10% owner

BCP 8/BEP 3 Holdings Manager L.L.C. · CIK 0002084814 · 10% owner

Blackstone Energy Management Associates III L.P. · CIK 0002084379 · 10% owner

Blackstone Management Associates VIII L.P. · CIK 0002084378 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 41,479,954

Underlying: Class A Common Stock · 5,200,808 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F1 · kind: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 5,200,808 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · shares: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 5,200,808 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F1 · price: Represents the exchange by Legence Parent ML LLC ("Parent ML") of 5,200,808 Class B Units of Legence Holdings LLC ("Holdings") (together with an equal number of shares of the Issuer's Class B Common Stock, which were forfeited for no additional consideration) for a corresponding number of shares of the Issuer's Class A Common Stock (the "Exchange").

F3 · derivative.exercise_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F3 · derivative.expiration_date: Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Holdings and that certain Exchange Agreement, dated as of September 11, 2025, by and among, among others, the Issuer and Holdings, Parent ML may exchange Class B Units held by it (along with forfeiting a corresponding number of shares of Class B Common Stock) for shares of Class A Common Stock on a one-for-one basis. The Class B Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.

F4 · balance_after: Represents Class B Units and a corresponding number shares of Class B Common Stock directly held by Parent ML immediately following the Exchange.

F5 · ownership.nature: Parent ML is controlled by Legence Parent LLC ("Parent"), its sole member. Parent is controlled by BX Refficiency Aggregator LP ("BX Refficiency"), its managing member. BCP 8/BEP 3 Holdings Manager L.L.C. is the general partner of BX Refficiency.

F7 · ownership.nature: Blackstone Energy Management Associates III L.P. and Blackstone Management Associates VIII L.P. are the managing members of BCP 8/BEP 3 Holdings Manager L.L.C. Blackstone EMA III L.L.C. is the general partner of Blackstone Energy Management Associates III L.P. BMA VIII L.L.C. is the general partner of Blackstone Management Associates VIII L.P. Blackstone Holdings II L.P. is the managing member of Blackstone EMA III L.L.C. and BMA VIII L.L.C. Blackstone Holdings I/II GP L.L.C. is the general partner of Blackstone Holdings II L.P. Blackstone Inc. ("Blackstone") is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone is Blackstone Group Management L.L.C. Blackstone Group Management L.L.C. is wholly owned by Blackstone's senior managing directors and controlled by its founder, Stephen A. Schwarzman.

F8 · ownership.nature: Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 4. Information with respect to each of the Reporting Persons is given solely by such Reporting Person, and no Reporting Person has responsibility for the accuracy or completeness of information supplied by another Reporting Person. Each of the Reporting Persons (other than to the extent it directly holds securities reported herein) disclaims beneficial ownership of the securities held by the other Reporting Persons, except to the extent of such Reporting Person's pecuniary interest therein, and, pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, each of the Reporting Persons (other than to the extent it directly holds securities reported herein) states that the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.