8-K ·Filed May 13, 2026

PAGP

PLAINS GP HOLDINGS LP
NEUTRAL
Impact 2/10
Horizonimmediate Processed4mo ago SEC0001104659-26-060360
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

Routine board appointment with no trading implications. The addition of a former CEO with deep energy and public company experience is incrementally positive for governance quality but does not change the near-term outlook. Monitor for any strategic shifts or financial updates in upcoming quarterly filings.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
PAGP ▲ +4.27% at T+60d
NEUTRAL call ✓ call won +4.27% · α vs SPY +0.68% · entry $24.12 → $25.15
Entry anchored
May 13, 2026
via day open
T+1d
+1.82%
call +1.82% · α +3.05%
$24.56
settled 5mo ago
T+5d
+5.76%
call +5.76% · α +6.48%
$25.51
settled 5mo ago
T+20d
+1.08%
call +1.08% · α +1.94%
$24.38
settled 4mo ago
T+60d
+4.27%
call +4.27% · α +0.68%
$25.15
settled 8w ago

Price Chart

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Executive Summary

Plains GP Holdings appointed Cynthia B. Taylor as an independent board member effective May 11, 2026. Ms. Taylor brings over 30 years of energy industry experience, including 19 years as CEO of Oil States International. This is a routine board appointment with no material financial impact.

Key Facts

  • Cynthia B. Taylor appointed as independent Class III board member of PAA GP Holdings LLC, the general partner of Plains All American Pipeline and Plains GP Holdings
  • Ms. Taylor will serve on the Compensation Committee and the Health, Safety, Environmental and Sustainability Committee
  • She has over 30 years of energy industry experience, most recently as CEO and President of Oil States International from May 2007 to May 2026
  • Compensation includes an annual cash retainer of $120,000 and an annual grant of phantom Class A Shares of PAGP valued at approximately $160,000, vesting one year from grant date
  • No departures, resignations, or financial guidance changes were disclosed

Financial Impact

No material financial impact. Director compensation of $120,000 cash retainer plus ~$160,000 in phantom equity annually is immaterial relative to PAGP's $4.6B market cap.

Risk Factors

  • No material risks identified from this filing

Market Snapshot

Exchange
Nasdaq
Sector
Pipe Lines (No Natural Gas)
Analyst Consensus
52% bullish (21 analysts)

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-060360
Document: tm2614304d2_ex99-1.htm0001104659-26-060360
Document: 0001104659-26-060360-index-headers.html0001104659-26-060360
Document: 0001104659-26-060360-index.html0001104659-26-060360
Document: 0001104659-26-060360.txt0001104659-26-060360
12 reports for PAGP
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+20▲ +12.73%Aug 7, 2026
Filters
Rows
Reports for PAGP — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
8-K
BEARISH ★ 6/10
$27.84 $26.87▲ +3.48%▲ +5.60%$26.06 (+6.39%)
Aug 7, 2026
8w ago
8-K
BULLISH ★ 6/10
$24.74 $25.84▲ +4.45%▲ +4.05%$26.06 (+5.34%)
Jun 17, 2026
15w ago
8-K
NEUTRAL ★ 3/10
$23.25 $23.53▲ +1.20%▲ +2.87%$26.06 (+12.09%)
Jun 2, 2026
17w ago
8-K
NEUTRAL ★ 2/10
$24.90 $24.35▼ −2.21%▲ +0.76%$26.06 (+4.66%)
May 20, 2026
19w ago
3
NEUTRAL ★ 2/10
$25.12 $24.88▼ −0.96%▼ −2.19%$26.06 (+3.74%)
May 13, 2026
20w ago
DEFA14A
NEUTRAL ★ 2/10
$24.12 $25.51▲ +5.76%▲ +6.48%$26.06 (+8.04%)
May 13, 2026
20w ago
8-K
NEUTRAL ★ 2/10
$24.12 $25.51▲ +5.76%▲ +6.48%$26.06 (+8.04%)
May 12, 2026
20w ago
8-K
BULLISH ★ 7/10
$23.51 $25.33▲ +7.74%▲ +8.90%$26.06 (+10.85%)
May 8, 2026
21w ago
8-K
BEARISH ★ 7/10
$23.19 $24.12▼ −4.01%▼ −2.55%$26.06 (−12.38%)
Apr 10, 2026
25w ago
DEFA14A
NEUTRAL ★ 2/10
$23.18 $22.69▼ −2.10%▼ −6.60%$26.06 (+12.44%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (39h 28m)

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