LEGENCE PARENT LLC - 11 Sep 2025 Form 3 Insider Report for Legence Corp.

Role
10%+ Owner
Signature
LEGENCE PARENT LLC, By: /s/ Bryce Seki, Name: Bryce Seki, Title: General Counsel and Secretary
Issuer symbol
LGN on Nasdaq
Transactions as of
11 Sep 2025
Net transactions value
$0
Form type
3
Filing time
11 Sep 2025, 21:25:51 UTC

Reporting Owners (9)

Name Relationship Address Signature Signature date CIK
LEGENCE PARENT LLC 10%+ Owner C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK LEGENCE PARENT LLC, By: /s/ Bryce Seki, Name: Bryce Seki, Title: General Counsel and Secretary 11 Sep 2025 0001938307
Legence Parent II LLC 10%+ Owner C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK LEGENCE PARENT II LLC, By: /s/ Bryce Seki, Name: Bryce Seki, Title: General Counsel and Secretary 11 Sep 2025 0002084937
BX Refficiency Aggregator LP 10%+ Owner C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK BX REFFICIENCY AGGREGATOR LP, By: BCP 8/BEP 3 Holdings Manager L.L.C., its general partner, By: /s/ Christopher Striano, Name: Christopher Striano, Title: Senior Managing Director and Chief Operating Officer of Global Finance 11 Sep 2025 0002084815
Refficiency Aggregator II LP 10%+ Owner C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK REFFICIENCY AGGREGATOR II LP, By: BCP 8/BEP 3 Holdings Manager L.L.C., its general partner, By: /s/ Christopher Striano, Name: Christopher Striano, Title: Senior Managing Director and Chief Operating Officer of Global Finance 11 Sep 2025 0002084817
BCP 8/BEP 3 Holdings Manager L.L.C. 10%+ Owner C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK BCP 8/BEP 3 HOLDINGS MANAGER L.L.C., By: /s/ Christopher Striano, Name: Christopher Striano, Title: Senior Managing Director and Chief Operating Officer of Global Finance 11 Sep 2025 0002084814
Blackstone Energy Management Associates III L.P. 10%+ Owner C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK BLACKSTONE ENERGY MANAGEMENT ASSOCIATES III L.P., By: Blackstone EMA III L.L.C., its general partner, By: /s/ Christopher Striano, Name: Christopher Striano, Title: Senior Managing Director and Chief Operating Officer of Global Finance 11 Sep 2025 0002084379
Blackstone Management Associates VIII L.P. 10%+ Owner C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK BLACKSTONE MANAGEMENT ASSOCIATES VIII L.P., By: Blackstone EMA III L.L.C., its general partner, By: /s/ Christopher Striano, Name: Christopher Striano, Title: Senior Managing Director and Chief Operating Officer of Global Finance 11 Sep 2025 0002084378
Blackstone EMA III L.L.C. 10%+ Owner C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK BLACKSTONE EMA III L.L.C., By: /s/ Christopher Striano, Name: Christopher Striano, Title: Senior Managing Director and Chief Operating Officer of Global Finance 11 Sep 2025 0002084377
BMA VIII L.L.C. 10%+ Owner C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK BMA VIII L.L.C., By: /s/ Christopher Striano, Name: Christopher Striano, Title: Senior Managing Director and Chief Operating Officer of Global Finance 11 Sep 2025 0002084966

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding LGN Class A Common Stock 178,571 11 Sep 2025 See Footnotes F1, F3, F5, F6, F7
holding LGN Class A Common Stock 28,844,369 11 Sep 2025 See Footnotes F2, F3, F5, F6, F7
holding LGN Class B Common Stock 46,680,762 11 Sep 2025 See Footnotes F1, F3, F4, F5, F6, F7

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding LGN Class B Units of Legence Holdings LLC 11 Sep 2025 Class A Common Stock 46,680,762 See Footnotes F1, F3, F4, F5, F6, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The reported securities are directly held by Legence Parent LLC ("Legence Parent"). Legence 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.
F2 The reported securities are directly held by Legence Parent II LLC ("Legence Parent II"). Legence Parent II 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.
F3 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. is the sole member of Blackstone Holdings I/II GP L.L.C. The sole holder of the Series II preferred stock of Blackstone Inc. 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.
F4 Pursuant to the terms of the Amended and Restated Limited Liability Company Agreement of Legence Holdings LLC ("Holdings") and that certain Exchange Agreement, dated as of September 11, 2025, by and among Legence Corp. (the "Issuer"), Holdings and Legence Parent, Legence Parent may exchange the Class B Units of Holdings held by it (along with surrendering a corresponding number of shares of the Issuer's Class B common stock, par value $0.01 per share) for shares of the Issuer's Class A common stock, par value $0.01 per share, on a one-for-one basis. The LGN Units do not expire. Shares of Class B Common Stock do not represent economic interests in the Issuer.
F5 Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 3.
F6 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.
F7 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.