LGCYNYSEServices-Educational ServicesFiscal year ends June 30
Legacy Education Inc.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 24, 2026
$10.24−0.01 (-0.10%)
Close on Oct 19, 2026
- Market cap
- $142.27M
- P/E (TTM)
- 15.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49.7%
6M of 13M shares
Institutional holders
50
7 new, 15 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 6 sales
Net sold $228.95K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Garnick Michael J | 944,353 | 8.00% | 13G (passive) | Oct 4, 2024 |
| Royce & Associates LP | 867,770 | 7.01% | 13G (passive) amendment | Jun 30, 2025 |
| Mink Brook Asset Management LLC | 773,395 | 6.00% | 13G (passive) | Sep 25, 2026 |
| LeeAnn Rohmann | 1,316,131 | 10.71% | 13D (active) | Sep 27, 2024 |
| Robert deRose | 1,227,344 | 10.30% | 13G (passive) | Oct 4, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LGCY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royce & Associates LP | 896,387 | 7.00% | $10.54M | +65,929 | 0.08% |
| Holos Integrated Wealth LLC | 852,550 | 6.65% | $9.61M | – | 4.49% |
| Kennedy Capital Management LLC | 602,745 | 4.70% | $7.09M | −11,819 | 0.13% |
| Bard Associates Inc | 444,279 | 3.47% | $5.22M | −4,201 | 1.16% |
| Mink Brook Asset Management LLC | 389,498 | 3.04% | $4.58M | +136,714 | 2.02% |
| Vanguard Capital Management LLC | 379,324 | 2.96% | $4.46M | +3,039 | 0.00% |
| Truffle Hound Capital, LLC | 350,000 | 2.73% | $4.12M | – | 0.88% |
| Essex Investment Management Co LLC | 329,894 | 2.57% | $3.88M | +186,455 | 0.51% |
| Polar Asset Management Partners Inc. | 255,677 | 2.00% | $3.01M | New | 0.05% |
| Russell Investments Group, Ltd. | 186,092 | 1.45% | $2.19M | −12,030 | 0.00% |
| White Pine Capital LLC | 139,596 | 1.09% | $1.64M | −60,538 | 0.39% |
| Bank Of Montreal /Can/ | 118,906 | 0.93% | $1.40M | – | 0.00% |
| Sei Investments Co | 117,583 | 0.92% | $1.38M | −142,421 | 0.00% |
| Legato Capital Management LLC | 110,216 | 0.86% | $1.30M | +65,155 | 0.11% |
| Ancora Advisors, LLC | 100,225 | 0.78% | $1.18M | +15,000 | 0.02% |
| Punch & Associates Investment Management, Inc. | 100,000 | 0.78% | $1.18M | −85,000 | 0.06% |
| Geode Capital Management, LLC | 92,804 | 0.72% | $1.09M | +776 | 0.00% |
| Renaissance Technologies LLC | 90,500 | 0.71% | $1.06M | +18,500 | 0.00% |
| Next Century Growth Investors LLC | 61,479 | 0.48% | $722.99K | New | 0.04% |
| Integrated Wealth Concepts LLC | 60,756 | 0.47% | $714.49K | +30,378 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 50 | 6M | 49.7% | 7 / 16 | 16 / 15 | 1M | 1M |
| Q1 2026 | 58 | 6M | 47.5% | 17 / 21 | 12 / 6 | 2M | 0M |
| Q4 2025 | 48 | 5M | 38.6% | 11 / 16 | 12 / 5 | 1M | 0M |
| Q3 2025 | 42 | 5M | 36.5% | 13 / 11 | 15 / 3 | 1M | 1M |
| Q2 2025 | 32 | 4M | 32.3% | 7 / 11 | 10 / 1 | 1M | 0M |
| Q1 2025 | 26 | 4M | 28.5% | 5 / 12 | 5 / 5 | 1M | 0M |
| Q4 2024 | 26 | 3M | 21.3% | 18 / 4 | 4 / 3 | 1M | 1M |
| Q3 2024 | 11 | 2M | 17.2% | 11 / 0 | 0 / 0 | 2M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LGCY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 272,331 | 2.13% | $3.20M | 0.00% | Jun 30, 2026 |
| Royce Micro-Cap Fund | 254,436 | 1.99% | $2.99M | 0.70% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 98,803 | 0.77% | $1.16M | 0.00% | Jun 30, 2026 |
| Royce Capital Fund - Micro-Cap Portfolio | 82,855 | 0.65% | $974.37K | 0.69% | Jun 30, 2026 |
| 1290 Essex Small Cap Growth Fund | 80,484 | 0.63% | $948.91K | 0.82% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 44,356 | 0.35% | $492.80K | 0.00% | May 31, 2026 |
| U.S. Small Cap Equity Fund | 42,730 | 0.33% | $503.79K | 0.05% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 40,539 | 0.32% | $477.95K | 0.02% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 32,512 | 0.25% | $382.34K | 0.03% | Jun 30, 2026 |
| North Square Kennedy Microcap Fund | 29,345 | 0.23% | $326.02K | 0.99% | May 31, 2026 |
| Dunham Small Cap Value Fund | 18,980 | 0.15% | $223.77K | 0.24% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 15,084 | 0.12% | $167.58K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 15,000 | 0.12% | $176.40K | 0.12% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 13,260 | 0.10% | $147.32K | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 11,406 | 0.09% | $134.48K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| LeeAnn Rohmann | Chief Executive Officer, Director | 1,330,845 | 10.39% | Sep 9, 2026 |
| Ragheb Milad | Chief Academic Officer | 335 | 0.00% | Apr 4, 2025 |
| Brandon Pope | Chief Financial Officer | – | – | Apr 4, 2025 |
| Gerald Amato | Director | 61,000 | 0.48% | May 29, 2026 |
| Janis L. Paulson | Director | – | – | Oct 20, 2025 |
| Zwade J. Marshall | Director | – | – | Oct 20, 2025 |
| Blaine Faulkner | Director | 81,000 | 0.63% | Apr 4, 2025 |
| Peggy Tiderman | Director | – | – | Apr 4, 2025 |
| D. deRose & Susan deRose Family Trust DTD 11/18/1986 Robert | 10% owner | 1,087,974 | 8.49% | Apr 10, 2025 |
| Susan deRose | 10% owner | 1,094,974 | 8.55% | Apr 10, 2025 |
| Robert Derose | 10% owner | 1,097,974 | 8.57% | Apr 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| LeeAnn Rohmann Chief Executive Officer, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −5,000 | $10.56 | $52.80K | 873,123 |
| LeeAnn Rohmann Chief Executive Officer, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −5,000 | $11.30 | $56.50K | 878,123 |
| LeeAnn Rohmann Chief Executive Officer, Director | Jul 8, 2026 | Sale(10b5-1 plan) | −5,000 | $11.50 | $57.50K | 883,123 |
| LeeAnn Rohmann Chief Executive Officer, Director | Jun 5, 2026 | Sale(10b5-1 plan) | −5,000 | $10.97 | $54.85K | 888,123 |
| Gerald Amato Director | May 28, 2026 | Sale | −2,000 | $11.20 | $22.40K | 61,000 |
| Gerald Amato Director | Mar 2, 2026 | Sale | −2,000 | $14.15 | $28.30K | 63,000 |
| LeeAnn Rohmann Chief Executive Officer, Director | Nov 18, 2025 | Buy | +5,000 | $8.68 | $43.40K | 457,722 |
| Gerald Amato Director | Jun 10, 2025 | Sale | −5,986 | $9.58 | $57.35K | 65,000 |
| Gerald Amato Director | Jun 9, 2025 | Sale | −14 | $9.60 | $134 | 70,986 |
| Gerald Amato Director | Jun 5, 2025 | Sale | −5,000 | $9.36 | $46.80K | 71,000 |
| D. deRose & Susan deRose Family Trust DTD 11/18/1986 Robert 10% owner | Apr 8, 2025 | Gift | −10,000 | – | – | 1,087,974 |
| Robert Derose 10% owner | Mar 13, 2025 | Buy | +2,776 | $6.67 | $18.52K | 1,097,974 |
| Robert Derose 10% owner | Mar 12, 2025 | Buy | +224 | $6.60 | $1.48K | 1,095,198 |
| Susan deRose 10% owner | Feb 14, 2025 | Buy | +2,000 | $8.29 | $16.58K | 1,094,974 |
| Susan deRose 10% owner | Jan 13, 2025 | Buy | +3,000 | $7.55 | $22.65K | 1,092,974 |
| D. deRose & Susan deRose Family Trust DTD 11/18/1986 Robert 10% owner | Dec 16, 2024 | Buy | +2,000 | $9.10 | $18.20K | 1,089,974 |
| Susan deRose 10% owner | Nov 20, 2024 | Buy | +1,000 | $6.83 | $6.83K | 2,000 |
| Robert Derose 10% owner | Nov 15, 2024 | Buy | +2,500 | $6.98 | $17.45K | 1,087,974 |
| Robert Derose 10% owner | Oct 23, 2024 | Buy | +2,500 | $5.40 | $13.50K | 1,085,474 |
| Ragheb Milad Chief Academic Officer | Oct 22, 2024 | Buy | +335 | $5.84 | $1.96K | 335 |
| Robert Derose 10% owner | Oct 7, 2024 | Buy | +5,000 | $5.08 | $25.40K | 1,082,974 |
| Susan deRose 10% owner | Sep 30, 2024 | Buy | +1,000 | $4.80 | $4.80K | 1,000 |
| Susan deRose 10% owner | Sep 27, 2024 | Buy | +1,000 | $4.38 | $4.38K | 1,000 |
| Susan deRose 10% owner | Sep 26, 2024 | Buy | +20,000 | $4.15 | $83.00K | 1,077,974 |
| Susan deRose 10% owner | Sep 26, 2024 | Buy | +5,000 | $4.08 | $20.40K | 1,057,974 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| LeeAnn Rohmann Officer, Director | Sep 8, 2026 | 15,000 | $132.70K | Sep 8, 2026 | STOCK UNITS RECEIVED FOR SERVICES AND EXCHANGED FOR STOCK |
| LeeAnn Rohmann Officer, Director | Jun 5, 2026 | 15,000 | $168.60K | Jun 5, 2026 | STOCK UNITS RECEIVED FOR SERVICES AND EXCHANGED FOR STOCK |
| Family Trust DTD 2/11/1999 Faulkner Director | Jun 4, 2026 | 18,000 | $203.22K | Jun 4, 2026 | Private Purchase |
| Amato Gerald Director | May 28, 2026 | 63,000 | $719.46K | Feb 26, 2026 | book entry |
| Amato Gerald affiliate board member | Feb 26, 2026 | 65,000 | $828.75K | Feb 26, 2026 | book entry |
| Gerald Amato Director | Jun 5, 2025 | 16,000 | $149.76K | Jun 5, 2025 | PURCHASE |