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.

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

Class A Shares financial

"The security reported is described as Class A Shares."

Class A shares are one of a company’s distinct types of stock that come with a specific set of rights—commonly different voting power, dividend treatment, or transfer rules—defined in the company’s charter. Investors care because those rights affect control, income and resale value; like holding a seat at a table that has different rules or stronger chips than other seats, owning Class A changes how much influence and return you can expect.

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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

How many PAGP Class A Shares does Montgomery Russell Lee hold directly?

Montgomery Russell Lee holds 1,792 Class A Shares of PLAINS GP HOLDINGS LP directly as of September 1, 2026.

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.

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Available on EDGAR 09/10/2026 - 04:19 PM EDT Accepted by SEC EDGAR 09/10/2026 - 04:19 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Montgomery Russell Lee

(Last) (First) (Middle)

333 CLAY STREET

SUITE 1600

(Street)

HOUSTON TEXAS 77002

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
09/01/2026

3. Issuer Name and Ticker or Trading Symbol
PLAINS GP HOLDINGS LP [ PAGP ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	VP, Acctg & CAO

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Shares	1,792	D
Class A Shares	178	I	By Spouse

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/ Russell Lee Montgomery	09/10/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)