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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 4 |
| Jan 2026 | 0 | 4 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 4 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 2 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Crisci RobertDirector
|
GrantClass A Common Stock | 2,257 | $0.00 | $0.00 |
DisclosureSEC 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 |
Kelly Christie B.Director
|
GrantClass A Common Stock | 1,675 | $0.00 | $0.00 |
DisclosureSEC 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 |
Coghlan David JosephDirector
|
GrantClass A Common Stock | 1,675 | $0.00 | $0.00 |
DisclosureSEC 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 |
Keenen TerrenceDirector
|
GrantClass A Common Stock | 1,675 | $0.00 | $0.00 |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
ConversionClass B Units of Legence Holdings LLC · Derivative | 9,528,699 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
SaleClass A Common Stock | 5,865,413 | $54.00 | $316,732,302.00 |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
SaleClass A Common Stock | 9,528,699 | $54.00 | $514,549,746.00 |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
ConversionClass B Common Stock | 9,528,699 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
ConversionClass A Common Stock | 9,528,699 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionClass B Units of Legence Holdings LLC · Derivative | 9,528,699 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
SaleClass A Common Stock | 5,865,413 | $54.00 | $316,732,302.00 |
DisclosureSEC 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 |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
SaleClass A Common Stock | 9,528,699 | $54.00 | $514,549,746.00 |
DisclosureSEC 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 |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionClass B Common Stock | 9,528,699 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionClass A Common Stock | 9,528,699 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
ConversionClass B Units of Legence Holdings LLC · Derivative | 780,121 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
SaleClass A Common Stock | 480,205 | $45.00 | $21,609,225.00 |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
SaleClass A Common Stock | 780,121 | $45.00 | $35,105,445.00 |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
ConversionClass B Common Stock | 780,121 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
ConversionClass A Common Stock | 780,121 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionClass B Units of Legence Holdings LLC · Derivative | 780,121 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| January 08, 2026 Filed Jan 8, 2026 21:15 UTC |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
SaleClass A Common Stock | 480,205 | $45.00 | $21,609,225.00 |
DisclosureSEC 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. Read SEC document |
| January 08, 2026 Filed Jan 8, 2026 21:15 UTC |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
SaleClass A Common Stock | 780,121 | $45.00 | $35,105,445.00 |
DisclosureSEC 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. Read SEC document |
| January 08, 2026 Filed Jan 8, 2026 21:15 UTC |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionClass B Common Stock | 780,121 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| January 08, 2026 Filed Jan 8, 2026 21:15 UTC |
Blackstone EMA III L.L.C.10% owner
BMA VIII L.L.C.10% owner
Blackstone Holdings II L.P.10% owner
Blackstone Holdings I/II GP L.L.C.10% owner
Blackstone Inc.10% owner
Blackstone Group Management L.L.C.10% owner
SCHWARZMAN STEPHEN A10% owner
|
ConversionClass A Common Stock | 780,121 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| December 16, 2025 Filed Dec 16, 2025 21:05 UTC |
Legence Parent ML LLC10% owner
Legence Parent II ML LLC10% owner
LEGENCE PARENT LLC10% owner
Legence Parent II LLC10% owner
BX Refficiency Aggregator LP10% owner
Refficiency Aggregator II LP10% owner
BCP 8/BEP 3 Holdings Manager L.L.C.10% owner
|
ConversionClass B Units of Legence Holdings LLC · Derivative | 5,200,808 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.