Home/Filings/3/0001193125-25-201574
3//SEC Filing

LEGENCE PARENT LLC 3

Accession 0001193125-25-201574

CIK 0002052568other

Filed

Sep 10, 8:00 PM ET

Accepted

Sep 11, 9:25 PM ET

Size

24.8 KB

Accession

0001193125-25-201574

Insider Transaction Report

Form 3
Period: 2025-09-11
Holdings
  • Class A Common Stock

    (indirect: See Footnotes)
    178,571
  • Class B Units of Legence Holdings LLC

    (indirect: See Footnotes)
    Class A Common Stock (46,680,762 underlying)
  • Class B Common Stock

    (indirect: See Footnotes)
    46,680,762
  • Class A Common Stock

    (indirect: See Footnotes)
    28,844,369
Holdings
  • Class B Units of Legence Holdings LLC

    (indirect: See Footnotes)
    Class A Common Stock (46,680,762 underlying)
  • Class A Common Stock

    (indirect: See Footnotes)
    178,571
  • Class A Common Stock

    (indirect: See Footnotes)
    28,844,369
  • Class B Common Stock

    (indirect: See Footnotes)
    46,680,762
Holdings
  • Class A Common Stock

    (indirect: See Footnotes)
    178,571
  • Class B Units of Legence Holdings LLC

    (indirect: See Footnotes)
    Class A Common Stock (46,680,762 underlying)
  • Class A Common Stock

    (indirect: See Footnotes)
    28,844,369
  • Class B Common Stock

    (indirect: See Footnotes)
    46,680,762
Holdings
  • Class B Common Stock

    (indirect: See Footnotes)
    46,680,762
  • Class A Common Stock

    (indirect: See Footnotes)
    178,571
  • Class B Units of Legence Holdings LLC

    (indirect: See Footnotes)
    Class A Common Stock (46,680,762 underlying)
  • Class A Common Stock

    (indirect: See Footnotes)
    28,844,369
Holdings
  • Class A Common Stock

    (indirect: See Footnotes)
    178,571
  • Class B Common Stock

    (indirect: See Footnotes)
    46,680,762
  • Class A Common Stock

    (indirect: See Footnotes)
    28,844,369
  • Class B Units of Legence Holdings LLC

    (indirect: See Footnotes)
    Class A Common Stock (46,680,762 underlying)
Holdings
  • Class A Common Stock

    (indirect: See Footnotes)
    28,844,369
  • Class B Common Stock

    (indirect: See Footnotes)
    46,680,762
  • Class B Units of Legence Holdings LLC

    (indirect: See Footnotes)
    Class A Common Stock (46,680,762 underlying)
  • Class A Common Stock

    (indirect: See Footnotes)
    178,571
Holdings
  • Class B Common Stock

    (indirect: See Footnotes)
    46,680,762
  • Class A Common Stock

    (indirect: See Footnotes)
    28,844,369
  • Class A Common Stock

    (indirect: See Footnotes)
    178,571
  • Class B Units of Legence Holdings LLC

    (indirect: See Footnotes)
    Class A Common Stock (46,680,762 underlying)
Holdings
  • Class B Common Stock

    (indirect: See Footnotes)
    46,680,762
  • Class A Common Stock

    (indirect: See Footnotes)
    178,571
  • Class A Common Stock

    (indirect: See Footnotes)
    28,844,369
  • Class B Units of Legence Holdings LLC

    (indirect: See Footnotes)
    Class A Common Stock (46,680,762 underlying)
Holdings
  • Class B Units of Legence Holdings LLC

    (indirect: See Footnotes)
    Class A Common Stock (46,680,762 underlying)
  • Class A Common Stock

    (indirect: See Footnotes)
    178,571
  • Class A Common Stock

    (indirect: See Footnotes)
    28,844,369
  • Class B Common Stock

    (indirect: See Footnotes)
    46,680,762
Footnotes (7)
  • [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.

Documents

1 file

Issuer

Legence Corp.

CIK 0002052568

Entity typeother
IncorporatedDE

Related Parties

1
  • filerCIK 0001938307

Filing Metadata

Form type
3
Filed
Sep 10, 8:00 PM ET
Accepted
Sep 11, 9:25 PM ET
Size
24.8 KB