STOCK TITAN

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.

(Moderate)
(Neutral)
Form Type
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.

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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)
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
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

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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Learn about SEC filing dates
SEC Form 3
FORM 3UNITED 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
VP, Acctg & CAO
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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 Shares1,792D
Class A Shares178IBy 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 ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
/s/ Russell Lee Montgomery09/10/2026
** Signature of Reporting PersonDate
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)

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