Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Legence Corp.LGN · Entity 3605 | Director | June 11, 2026 | June 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Legence Corp.
Report date June 11, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 15,960 |
Reported balance
After 2026-06-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 1,675 · Balance 15,960 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 11, 2026 Filed Jun 11, 2026 21:13 UTC | Legence Corp. LGN · Entity 3605 | 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 |
| September 15, 2025 Filed Sep 16, 2025 01:07 UTC | Legence Corp. LGN · Entity 3605 | GrantClass A Common Stock | 5,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-204055 · ownership.xml · nonDerivative · entry 2 Keenen Terrence · CIK 0002082078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,285 F2 · security: The reported securities represent an award of Restricted Stock Units, which each entitle the reporting person to receive one share of the Issuer's 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 2026 annual stockholder meeting, subject to continued service through such date. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 01:07 UTC | Legence Corp. LGN · Entity 3605 | PurchaseClass A Common Stock | 8,928 | $28.00 | $249,984.00 |
DisclosureSEC source: 0001193125-25-204055 · ownership.xml · nonDerivative · entry 1 Keenen Terrence · CIK 0002082078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,928 F1 · security: The reported securities were purchased through a directed share program in connection with Legence Corp.'s (the "Issuer") initial public offering. 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.