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| Keyboard |
| Legacy Education Inc | |
|---|---|
| Ticker | LGCY |
| CIK # | 0001836754 |
| CUSIP | 524707304 |
| Sector | Trade & Services - Services-Educational Services |
| Address | 31625 Deportola Road, Suite 200, Temecula, CA 92592 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001836754] | 10-K | |
| [0001836754] | 10-Q | |
| [0001836754] | 3 | |
| [0001836754] | 4 | |
| [0001836754] | 8-K | |
| [0001836754] | SC 13D | |
| [0001836754] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Royce & Associates LP | Legacy Education Inc | [2025-01-28] | 0.0 |
| Garnick Michael J | Legacy Education Inc | [2024-11-12] | 0.0 |
| Derose Robert | Legacy Education Inc | [2024-10-04] | 10.3 |
| Rohmann Leeann | Legacy Education Inc | [2024-10-03] | 10.71 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Amato Gerald
Common Stock
|
2026-03-02 | Sell | 2,000 | $14.15 | 28,300 |
|
Rohmann LeeAnn
Common Stock
|
2025-11-18 | Buy | 5,000 | $8.68 | 43,400 |
|
Paulson Janis L
Option (Right to Buy) · derivative
|
2025-10-16 | Grant | 29,354 | $0.00 | |
|
Marshall Zwade J
Option (Right to Buy) · derivative
|
2025-10-16 | Grant | 29,354 | $0.00 | |
|
Amato Gerald
Common Stock
|
2025-06-10 | Sell | 5,986 | $9.58 | 57,346 |
|
Amato Gerald
Common Stock
|
2025-06-09 | Sell | 14 | $9.60 | 134 |
|
Amato Gerald
Common Stock
|
2025-06-05 | Sell | 5,000 | $9.36 | 46,800 |
|
Robert D deRose & Susan deRose Family Trust DTD 11/18/1986 +2
Common Stock
|
2025-04-08 | Gift | 10,000 | $0.00 | |
|
Tiderman Peggy
Option (Right to Buy) · derivative
|
2025-04-02 | Grant | 43,604 | $0.00 | |
|
Pope Brandon
Option (Right to Buy) · derivative
|
2025-04-02 | Grant | 87,209 | $0.00 | |
|
Rohmann LeeAnn
Option (Right to Buy) · derivative
|
2025-04-02 | Grant | 174,418 | $0.00 | |
|
Amato Gerald
Option (Right to Buy) · derivative
|
2025-04-02 | Grant | 43,604 | $0.00 | |
|
Faulkner Blaine
Option (Right to Buy) · derivative
|
2025-04-02 | Grant | 43,604 | $0.00 | |
|
Milad Ragheb
Option (Right to Buy) · derivative
|
2025-04-02 | Grant | 87,209 | $0.00 | |
|
Robert D deRose & Susan deRose Family Trust DTD 11/18/1986 +2
Common Stock
|
2025-03-13 | Buy | 2,776 | $6.67 | 18,516 |
|
Robert D deRose & Susan deRose Family Trust DTD 11/18/1986 +2
Common Stock
|
2025-03-12 | Buy | 224 | $6.60 | 1,478 |
|
Robert D deRose & Susan deRose Family Trust DTD 11/18/1986 +2
Common Stock
|
2025-02-14 | Buy | 2,000 | $8.29 | 16,580 |
|
Robert D deRose & Susan deRose Family Trust DTD 11/18/1986 +2
Common Stock
|
2025-01-13 | Buy | 3,000 | $7.55 | 22,650 |
|
Robert D deRose & Susan deRose Family Trust DTD 11/18/1986 +2
Common Stock
|
2024-12-16 | Buy | 2,000 | $9.10 | 18,200 |
|
Robert D deRose & Susan deRose Family Trust DTD 11/18/1986 +2
Common Stock
|
2024-11-20 | Buy | 1,000 | $6.83 | 6,830 |
| showing 20 of 29 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 58 | 5,966,189 |
| 2025-12-31 | 48 | 4,947,508 |
| 2025-09-30 | 42 | 4,677,972 |
| 2025-06-30 | 32 | 4,136,236 |
| 2025-03-31 | 27 | 3,653,327 |
| 2024-12-31 | 28 | 2,746,917 |
| 2024-09-30 | 12 | 2,207,694 |
| 2021-06-30 | 1 | 0 |
| 2021-03-31 | 1 | 0 |
| 2020-12-31 | 1 | 0 |
| 2020-09-30 | 1 | 0 |
| 2020-06-30 | 1 | 0 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Holos Integrated Wealth LLC | [2026-06-30] | SOLE | 852,550 | 852,550 |
| Orin Green Financial LLC | [2026-06-30] | SOLE | 13,180 | 13,180 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 8,600 | 8,600 |
| Avanza Fonder AB | [2026-06-30] | SOLE | 7,098 | 7,098 | Prev | Page 1 | Next |