[Form 4] POST HOLDINGS, INC. Insider Trading Activity

Rhea-AI Filing Summary

Post Holdings, Inc. (POST) Form 4 summary: Director David P. Skarie had deferred director retainer compensation credited as 117.835 stock equivalents on 08/29/2025 under the company’s Deferred Compensation Plan for Non-Management Directors. The filing shows a per-share reference price of $113.15 and reports 32,197.547 shares beneficially owned following the credited stock equivalents. The plan states these stock equivalents have no fixed exercisable or expiration dates and are payable in cash on a one-for-one basis upon the director’s separation from the board. The Form 4 was signed by an attorney-in-fact on 09/03/2025.

Positive

• Director retainer is deferred into stock equivalents under the issuer's Deferred Compensation Plan for Non-Management Directors (explicitly stated)
• Stock equivalents are credited promptly after the month in which the retainer is earned (explicitly stated)

Negative

• None.

Insights

Financial Analyst

TL;DR: Routine director deferred-compensation credit; modest in size relative to total holdings, non-derivative stock equivalents credited.

The filing documents a non-derivative credit of 117.835 stock equivalents to Director David P. Skarie under the issuer’s Deferred Compensation Plan for Non-Management Directors. These units are administrative credits that convert to cash on separation rather than issuing actual shares, and the report lists total beneficial ownership of 32,197.547 shares after the credit. This is a standard disclosure under Section 16 and does not indicate a market purchase or sale of actual shares.

Corporate Governance Expert

TL;DR: Standard governance disclosure showing director retainer deferral into stock equivalents with cash settlement on exit.

The disclosure explicitly states the director’s retainer is deferred into stock equivalents and credited administratively as earned. The units carry no exercisable or expiration dates and will be distributed in cash on a one-for-one basis upon separation from the board. The mechanics and signature by an attorney-in-fact are consistent with routine governance and compliance procedures for director compensation reporting.

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

SKARIE DAVID P

(Last) (First) (Middle)

C/O POST HOLDINGS, INC.

2503 S. HANLEY ROAD

(Street)

ST. LOUIS MO 63144

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Post Holdings, Inc. [ POST ]

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

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
08/29/2025

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

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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Post Holdings, Inc. Stock Equivalents	(1)	08/29/2025		A		117.835		(2)	(2)	Common Stock	117.835	$113.15	32,197.547	D

Explanation of Responses:

1. Reporting Person's retainers earned as a Director of Issuer are deferred into Post Holdings, Inc. stock equivalents under the Issuer's Deferred Compensation Plan for Non-Management Directors. Reporting Person is credited with stock equivalents as soon as administratively practicable following the month in which such retainer is earned. The value of these stock equivalents is distributed (on a one-for-one basis) in the form of cash upon separation from the Board of Directors.

2. The stock equivalents have no fixed exercisable or expiration dates.

Remarks:

	/s/ Diedre J. Gray, Attorney-in-Fact	09/03/2025
	** 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 4 (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.

FAQ

What transaction did POST director David P. Skarie report on Form 4?

The Form 4 reports a credit of 117.835 stock equivalents to David P. Skarie under the company’s Deferred Compensation Plan for Non-Management Directors dated 08/29/2025.

Do the stock equivalents reported on the POST Form 4 convert to actual shares?

The filing states the stock equivalents are distributed on a one-for-one basis in cash upon separation from the Board, not issued as actual shares.

How many shares did David P. Skarie beneficially own after the reported transaction?

The Form 4 reports 32,197.547 shares beneficially owned following the credited stock equivalents.

Are there exercisable or expiration dates for the stock equivalents in the filing?

The filing explicitly states the stock equivalents have no fixed exercisable or expiration dates.

What price is shown in the Form 4 for the reported stock equivalents?

The Form 4 includes a reference price of $113.15 associated with the reported stock equivalents.

Who signed the Form 4 and when was it signed?

The Form 4 was signed by /s/ Diedre J. Gray, Attorney-in-Fact on 09/03/2025.