Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Legence Corp.LGN · Entity 3605 | Chief Accounting Officer | September 18, 2026 | September 22, 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 September 18, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,749 |
Reported balance
After 2026-09-18 transaction · row 1
1 source rowRow 1 · 2026-09-18 · Sale · Disposed 1,058 · Balance 4,749 F1: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transactions occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2026.
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 |
|---|---|---|---|---|---|---|
| September 18, 2026 Filed Sep 22, 2026 20:30 UTC | Legence Corp. LGN · Entity 3605 | 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 | Legence Corp. LGN · Entity 3605 | 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 | Legence Corp. LGN · Entity 3605 | 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 | Legence Corp. LGN · Entity 3605 | 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 | Legence Corp. LGN · Entity 3605 | 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 |
| March 16, 2026 Filed Mar 18, 2026 21:39 UTC | Legence Corp. LGN · Entity 3605 | 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 | Legence Corp. LGN · Entity 3605 | 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 |
| September 15, 2025 Filed Sep 16, 2025 01:11 UTC | Legence Corp. LGN · Entity 3605 | GrantClass A Common Stock | 4,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-204061 · ownership.xml · nonDerivative · entry 1 Le Bris Philippe · CIK 0002082077 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,196 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.