Post Hldgs Inc SEC Filings

Post Holdings, Inc. (POST) is a diversified consumer packaged goods holding company focused on center-of-the-store, refrigerated, foodservice and ingredient categories. It operates four reportable segments: Post Consumer Brands (cereal, granola, nut butters and pet food), Weetabix (mainly U.K. and E.U. cereals and protein shakes), Foodservice (egg, potato and some meat products for foodservice channels) and Refrigerated Retail (side dishes, eggs, sausage, cheese and other refrigerated items).

The company grows largely through acquisitions and other strategic transactions. In July 2025, Post acquired all remaining equity in 8th Avenue Food & Provisions, bringing its private label pasta, nut butters, granola and dried fruit and nut products fully into the Post Consumer Brands segment. In August 2025, Post signed a definitive agreement to sell 8th Avenue’s pasta business, with closing expected in the first quarter of fiscal 2026, subject to customary conditions.

Post’s portfolio is diversified across categories: cereal and granola represented 32.4% of fiscal 2025 net sales, eggs and egg products 29.6% and pet food 19.2%. The business is concentrated among large customers; Walmart accounted for 17.4% of consolidated net sales in fiscal 2025, and certain segments rely heavily on key retailers and foodservice distributors.

Post Holdings, Inc. (POST)11/18/2025, the officer received 8,935 restricted stock units (RSUs) of Post Holdings common stock at a price of $0 per share under the Amended and Restated 2021 Long-Term Incentive Plan. Each RSU represents a contingent right to receive one share of common stock and will vest in full on the first anniversary of the grant date, subject to the award agreement’s terms.

Following this grant, the officer beneficially owns 57,725 shares directly, plus 1,256 shares through a family trust, 68,145 shares through a SLAT, and 122,740 shares through a spouse, all of which are Post Holdings common stock.

Post Holdings, Inc. (POST) reported an insider equity award for its Foodservice President on a Form 4. On 11/18/2025, the officer received 16,682 shares of common stock as restricted stock units that vest in equal annual installments over three years under the Amended and Restated 2021 Long-Term Incentive Plan. On the same date, the officer also received 3,243 RSUs that vest in full on the first anniversary of the grant date.

Both grants were recorded at a price of $0 per share as they are equity awards rather than open-market purchases. Following these transactions, the officer beneficially owns 197,756 shares directly and 17,174 shares indirectly through a 401(k) plan.

Post Holdings, Inc. (POST) reported an equity award for its President & CEO, who is also a director. On 11/18/2025, the executive received 45,367 shares of Post common stock in the form of restricted stock units (RSUs) that vest in equal annual installments over three years, and an additional 22,411 RSUs that vest in full on the first anniversary of the grant date. Both grants were made at a price of $0 under the company’s Amended and Restated 2021 Long-Term Incentive Plan in transactions exempt under Rule 16b-3.

After these awards, the executive directly beneficially owns 987,338 shares of Post common stock. The filing also shows indirect holdings of 6,870 shares through a 1994 Trust, 104,850 shares through a 2020 Family Trust for the spouse, and 114,400 shares through a 2020 Family Trust bearing the executive’s name.

Post Holdings, Inc. (POST) executive stock awards disclosed. The company’s EVP, CFO & Treasurer reported receiving two grants of restricted stock units (RSUs) on 11/18/2025. One grant covers 17,338 RSUs that vest in equal annual installments over three years, and another grant covers 8,123 RSUs that vest in full on the first anniversary of the grant date. Each RSU represents the right to receive one share of Post common stock, granted at a price of $0 under the Amended and Restated 2021 Long-Term Incentive Plan in transactions exempt under Rule 16b-3. Following these grants, the executive beneficially owned 75,539 shares of Post common stock directly.

Post Holdings, Inc. (POST) executive SVP and Chief Accounting Officer reported routine equity compensation transactions. On 11/18/2025, the officer acquired 3,983 restricted stock units and 904 performance-based restricted stock units of Post common stock at a stated price of $0 per unit under the company’s Amended and Restated 2021 Long-Term Incentive Plan. After these awards, the officer directly beneficially owns 13,545 shares of common stock and holds an additional 1,439.95 shares indirectly through a 401(k) plan. The RSUs generally vest in equal annual installments over three years, with the performance-based portion tied to achievement of specified financial targets for the period from October 1, 2024 through September 30, 2025.

Post Holdings, Inc. (POST) reported a Form 4 for its EVP, General Counsel and Chief Administrative Officer, who is also Secretary. On 11/18/2025, the officer received 17,104 shares of common stock in the form of restricted stock units (RSUs) that vest in three equal annual installments under the company’s Amended and Restated 2021 Long-Term Incentive Plan. On the same date, the officer received an additional 8,123 RSUs that vest in full on the first anniversary of the grant date. Both awards were granted at a price of $0 per share in transactions exempt under Rule 16b-3. After these grants, the officer directly beneficially owns 72,860 shares of common stock and has indirect beneficial ownership of 123,929 shares through a trust and 45,839 shares through a spouse’s trust.

Post Holdings, Inc. (POST) reported a Form 4 for its officer listed as Pres & CEO, PCB. On 11/18/2025, the executive received two grants of restricted stock units (RSUs) for Post common stock at a grant price of $0 per unit under the company’s Amended and Restated 2021 Long-Term Incentive Plan.

The officer was granted 23,196 RSUs, which vest in equal annual installments over three years, and an additional 3,483 RSUs, which vest in full on the first anniversary of the grant date, in each case subject to the award agreement. Following these grants, the officer beneficially owned 85,542 shares of Post common stock directly.

Post Holdings, Inc. (POST) reported that it has released its results for the fourth fiscal quarter and fiscal year ended September 30, 2025, through an earnings press release furnished as an exhibit. This keeps shareholders informed about the company’s recent operating performance and financial condition.

The company also announced a planned leadership transition on its Board of Directors. Longtime Chairman William P. Stiritz, age 91, will retire from the Board and all committees effective December 16, 2025, and will become honorary Chairman Emeritus. The Board has appointed Robert V. Vitale, age 59, the current President and Chief Executive Officer and a director, to also serve as Chairman of the Board effective upon Mr. Stiritz’s retirement, consolidating the CEO and Chair roles.