MONTGOMERY RUSSELL LEE enters PLAINS ALL AMERICAN PIPELINE LP with 162.05K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 9/10/2026ACC: 0001070423-26-000046
Officer· VP, Acctg & CAO
Since Sep 2026
162.05K
Baseline shares
100% direct
162.05K
Direct ownership
1 position
55.50K
Derivative underlying
3 instruments
1
Security positions
All direct
Non-Derivative Holdings1
Common Units
DirectShares owned162.05K
Total
162.05K direct162.05K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Units | 162.05K | Direct |
| Total | 162.05K | 162.05K direct |
Derivative Holdings3
Phantom Units
DirectUnderlying security
Common Units
Underlying shares
19.15K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Phantom Units
DirectUnderlying security
Common Units
Underlying shares
19.25K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Phantom Units
DirectUnderlying security
Common Units
Underlying shares
17.10K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
55.50K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Phantom Units Direct | Common Units | — | — | 19.15K | N/A | |
| Phantom Units Direct | Common Units | — | — | 19.25K | N/A | |
| Phantom Units Direct | Common Units | — | — | 17.10K | N/A | |
| Total | 55.50K | 0.00 | ||||