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

Reporting relationship: 10%+ Owner
Issuer ticker: LGN on Nasdaq
Reported as of: 11 Sep 2025
Net transaction value: $0
SEC form: 3
Accepted by SEC: 11 Sep 2025, 21:25:51 UTC
Source filing: View source filing
Reporting owner signature: LEGENCE PARENT LLC, By: /s/ Bryce Seki, Name: Bryce Seki, Title: General Counsel and Secretary

Key filing fact

LEGENCE PARENT LLC filed Form 3 for Legence Corp. on 11 Sep 2025.

Key facts

This page summarizes LEGENCE PARENT LLC's Form 3 filing for Legence Corp..
0 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 11 Sep 2025, 21:25.

Change

No earlier filing in this sequence is available for direct comparison.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 3 disclosures.

View source filing

Reporting Owners (9)

CIK 0001938307 Primary reporting owner

LEGENCE PARENT LLC

Relationship: 10%+ Owner
Address: C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK
Signature: LEGENCE PARENT LLC, By: /s/ Bryce Seki, Name: Bryce Seki, Title: General Counsel and Secretary
Signature date: 11 Sep 2025

CIK 0002084937

Legence Parent II LLC

Relationship: 10%+ Owner
Address: C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK
Signature: LEGENCE PARENT II LLC, By: /s/ Bryce Seki, Name: Bryce Seki, Title: General Counsel and Secretary
Signature date: 11 Sep 2025

CIK 0002084815

BX Refficiency Aggregator LP

Relationship: 10%+ Owner
Address: C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK
Signature: 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
Signature date: 11 Sep 2025

CIK 0002084817

Refficiency Aggregator II LP

Relationship: 10%+ Owner
Address: C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK
Signature: 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
Signature date: 11 Sep 2025

CIK 0002084814

BCP 8/BEP 3 Holdings Manager L.L.C.

Relationship: 10%+ Owner
Address: C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK
Signature: 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
Signature date: 11 Sep 2025

CIK 0002084379

Blackstone Energy Management Associates III L.P.

Relationship: 10%+ Owner
Address: C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK
Signature: 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
Signature date: 11 Sep 2025

CIK 0002084378

Blackstone Management Associates VIII L.P.

Relationship: 10%+ Owner
Address: C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK
Signature: 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
Signature date: 11 Sep 2025

CIK 0002084377

Blackstone EMA III L.L.C.

Relationship: 10%+ Owner
Address: C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK
Signature: BLACKSTONE EMA III L.L.C., By: /s/ Christopher Striano, Name: Christopher Striano, Title: Senior Managing Director and Chief Operating Officer of Global Finance
Signature date: 11 Sep 2025

CIK 0002084966

BMA VIII L.L.C.

Relationship: 10%+ Owner
Address: C/O BLACKSTONE INC., 345 PARK AVENUE, NEW YORK
Signature: BMA VIII L.L.C., By: /s/ Christopher Striano, Name: Christopher Striano, Title: Senior Managing Director and Chief Operating Officer of Global Finance
Signature date: 11 Sep 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

LGN holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 178,571
Date: 11 Sep 2025
Ownership: See Footnotes
Footnotes: F1, F3, F5, F6, F7

LGN holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 28,844,369
Date: 11 Sep 2025
Ownership: See Footnotes
Footnotes: F2, F3, F5, F6, F7

LGN holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 46,680,762
Date: 11 Sep 2025
Ownership: See Footnotes
Footnotes: F1, F3, F4, F5, F6, F7

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

LGN holding Derivative

Class B Units of Legence Holdings LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date: 11 Sep 2025
Ownership: See Footnotes
Underlying class: Class A Common Stock
Underlying amount: 46,680,762
Exercise price
Footnotes: F1, F3, F4, F5, F6, F7

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote F5

Due to the limitations of the electronic filing system certain Reporting Persons are filing a separate Form 3.

Footnote 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.

Footnote 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.