Plains GP officer reports initial Class A holdings
PLAINS GP HOLDINGS LP (PAGP) officer Montgomery Russell Lee, who serves as VP, Accounting & Chief Accounting Officer, reported his initial beneficial ownership on a Form 3.
Rhea-AI Filing Summary
PLAINS GP HOLDINGS LP (PAGP) officer Montgomery Russell Lee, who serves as VP, Accounting & Chief Accounting Officer, reported his initial beneficial ownership on a Form 3. He reports 1,792 Class A Shares held directly and an additional 178 Class A Shares held indirectly through his spouse.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Montgomery Russell Lee
Role
VP, Acctg & CAO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Class A Shares | -- | -- | -- |
| holding | Class A Shares | -- | -- | -- |
Holdings After Transaction:
Class A Shares — 1,792 shares (Direct);
Class A Shares — 178 shares (Indirect, By Spouse)
Key Figures
Direct Class A Shares held: 1,792 shares
Indirect Class A Shares held (by spouse): 178 shares
Officer title: VP, Accounting & Chief Accounting Officer
3 metrics
Direct Class A Shares held
1,792 shares
Beneficial ownership reported as of September 1, 2026
Indirect Class A Shares held (by spouse)
178 shares
Indirect beneficial ownership via spouse as of September 1, 2026
Officer title
VP, Accounting & Chief Accounting Officer
Role of reporting person at PLAINS GP HOLDINGS LP
Key Terms
Class A Shares, indirect ownership, beneficial ownership
3 terms
indirect ownership financial
"An additional position is reported as indirect ownership by spouse."
beneficial ownership financial
"The Form 3 reports initial beneficial ownership positions."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
What does the Form 3 filed for PAGP by Montgomery Russell Lee report?
It reports Montgomery Russell Lee’s initial beneficial ownership in PLAINS GP HOLDINGS LP, showing 1,792 Class A Shares held directly and 178 Class A Shares held indirectly through his spouse.
What indirect PAGP ownership is disclosed for Montgomery Russell Lee?
He reports indirect ownership of 178 Class A Shares of PLAINS GP HOLDINGS LP, held by his spouse, categorized as indirect ownership.
What is Montgomery Russell Lee’s role at PLAINS GP HOLDINGS LP (PAGP)?
Montgomery Russell Lee is reported as an officer of PLAINS GP HOLDINGS LP, serving as VP, Accounting & Chief Accounting Officer.
Does the PAGP Form 3 show any recent insider buying or selling by Montgomery Russell Lee?
No specific buy or sell transactions are reported. The Form 3 records holdings only, listing direct and indirect Class A Share positions as of September 1, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.