secwatch / observer

Legence Corp. — fact timeline

Source-grounded facts extracted from Legence Corp.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

LGN Legence Corp. JSON
Shareholder Votes

Legence Corp. shareholders approved Ratification of the Appointment of Deloitte & Touche LLP as the Company’s Independent Registered Public Accounting Firm for Fiscal Year 2026 at the 2026-06-11 meeting.

“Proposal 5: Ratification of the Appointment of Deloitte & Touche LLP as the Company’s Independent Registered Public Accounting Firm for Fiscal Year 2026 FOR AGAINST ABSTAIN 100,320,150 17,381 5,044 As a result, the Company’s appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026 was ratified.”
Shareholder Votes

Legence Corp. shareholders approved Approval of the Legence Corp. 2026 Employee Stock Purchase Plan at the 2026-06-11 meeting.

“Proposal 4: Approval of the Legence Corp. 2026 Employee Stock Purchase Plan FOR AGAINST ABSTAIN BROKER NON-VOTES 98,024,042 4,856 219,832 2,093,845 As a result, the ESPP was approved.”
Shareholder Votes

Legence Corp. shareholders approved Approval, on a Non-Binding Advisory Basis, of the Frequency of Future Advisory Votes on NEO Compensation at the 2026-06-11 meeting.

“Proposal 3: Approval, on a Non-Binding Advisory Basis, of the Frequency of Future Advisory Votes on NEO Compensation 1 YEAR 2 YEARS 3 YEARS ABSTAIN BROKER NON-VOTES 97,839,229 4,933 400,441 4,127 2,093,845 As a result, the frequency of every one year for future advisory votes on NEO compensation was approved on a non-binding advisory basis.”
Shareholder Votes

Legence Corp. shareholders approved Approval, on a Non-Binding Advisory Basis, of 2026 Named Executive Officer Compensation at the 2026-06-11 meeting.

“Proposal 2: Approval, on a Non-Binding Advisory Basis, of 2026 Named Executive Officer Compensation FOR AGAINST ABSTAIN BROKER NON-VOTES 95,847,463 2,119,206 282,061 2,093,845 As a result, the 2026 compensation of the Company’s named executive officers (“NEOs”) was approved on a non-binding advisory basis.”
Shareholder Votes

Legence Corp. shareholders approved Election of Class I Directors at the 2026-06-11 meeting.

“Proposal 1: Election of Class I Directors NOMINEES FOR WITHHELD BROKER NON-VOTES David Coghlan 96,766,776 1,481,954 2,093,845 Bilal Khan 77,227,300 21,021,430 2,093,845 As a result, the above individuals were elected to serve as Class I directors on the Company’s Board of Directors until the Company’s 2029 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified.”
Earnings Releases

Legence Corp. reported the first quarter ended March 31, 2026 results: revenue $1.04 billion. Guidance raised.

“forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Legence Reports First Quarter 2026 Financial Results Record Quarterly Revenues of $1.04 Billion, a 105% Increase from a Year Ago Excluding Bowers Acquisition, Revenues (non-GAAP) Grew by 57% from a Year Ago 1 Quarterly Adjusted EBITDA (non-GAAP) Increased 132% from Prior”
Earnings Releases

Legence Corp. reported the quarter and year ended December 31, 2025 results: revenue Revenues for the fourth quarter 2025 totaled $737.6 million. Guidance raised.

“On March 27, 2026, Legence Corp. (the “Company”) issued a press release announcing its financial and operating results for the quarter and year ended December 31, 2025.”
Material Agreements

Legence Corp. amended Amendment No. 12 with Legence Holdings LLC, Jefferies Finance LLC valued at $200 million (effective 2026-01-02).

“On January 2, 2026, Legence Holdings LLC (“Legence Holdings”), an indirect subsidiary of the Company, and certain other subsidiaries of the Company entered into Amendment No. 12 (the “Amendment”) to that certain Credit Agreement, dated as of December 16, 2020, by and among Legence Holdings, as borrower, Jefferies Finance LLC, as administrative agent, collateral agent, swing line lender and an L/C issuer, the guarantors party thereto from time to time and the lenders party thereto from time to time (as amended, restated, amended and restated, supplemented or otherwise modified from time to time, the “Credit Agreement”).”
M&A Transactions

Legence Corp. completed an acquisition involving NewCo (TBG 2026, LLC) for 2,551,672 shares of the Company’s Class A common stock and approximately $325 million in cash (closed 2026-01-02).

“by the Sellers, which joined as a party to the Purchase Agreement (the “Reorganization”), and (ii) the Purchaser purchased from NewCo all of the Bowers Interests in exchange for 2,551,672 shares (the “Stock Consideration”) of the Company’s Class A common stock, par value $0.01 per share (“Class A Common Stock”), and approximately $325 million in cash, subject to”
Equity Issuances

Legence Corp. issued 28,844,369 shares of Class A Common Stock of common stock to Legence Parent II LLC.

“the Company issued (i) 178,571 shares of Class A Common Stock and 46,680,762 shares of its Class B common stock, par value $0.01 per share (the “Class B Common Stock”), to Legence Parent LLC (“Legence Parent”), and (ii) 28,844,369 shares of Class A Common Stock to Legence Parent II LLC.”
Equity Issuances

Legence Corp. issued 178,571 shares of Class A Common Stock and 46,680,762 shares of its Class B common stock of common stock to Legence Parent LLC.

“the Company issued (i) 178,571 shares of Class A Common Stock and 46,680,762 shares of its Class B common stock, par value $0.01 per share (the “Class B Common Stock”), to Legence Parent LLC (“Legence Parent”), and (ii) 28,844,369 shares of Class A Common Stock to Legence Parent II LLC.”
Governance Changes

Legence Corp.: Amended and restated bylaws adopted and effective September 11, 2025 (effective 2025-09-11).

“and adopted amended and restated bylaws (as amended and restated, the “Amended Bylaws”), each of which became effective on September 11, 2025.”
Governance Changes

Legence Corp.: Amended and restated certificate of incorporation filed and effective September 11, 2025 (effective 2025-09-11).

“On September 11, 2025, the Company filed an amended and restated certificate of incorporation (as amended and restated, the “Amended Charter”)”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.