Post Holdings (POST) director Kemper receives new deferred stock equivalents grant

Rhea-AI Filing Summary

Post Holdings director David W. Kemper received additional deferred stock-based compensation. On this Form 4, he acquired 195.126 Post Holdings, Inc. stock equivalents as a grant or award, tied to his director retainer, at a reference value of $88.26 per equivalent.

Following this award, his balance in Post Holdings stock equivalents increased to 20,924.611 units. According to the company’s deferred compensation plan for non-management directors, retainers are deferred into stock equivalents and credited monthly, and the value of these equivalents is ultimately paid out in cash on a one-for-one basis when he leaves the board.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider KEMPER DAVID W

Role null

Type	Security	Shares	Price	Value
Grant/Award	Post Holdings, Inc. Stock Equivalents	195.126	$88.26	$17K

Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 20,924.611 shares (Direct, null)

Footnotes (1)

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

Key Figures

Stock equivalents granted: 195.126 units Reference price per equivalent: $88.26 per unit Total stock equivalents after transaction: 20,924.611 units +1 more

4 metrics

Stock equivalents granted 195.126 units Grant/award acquisition on June 30, 2026

Reference price per equivalent $88.26 per unit Transaction price per share for stock equivalents

Total stock equivalents after transaction 20,924.611 units Holdings following the June 30, 2026 grant

Conversion price $0.00 Conversion or exercise price for the stock equivalents

Key Terms

Post Holdings, Inc. Stock Equivalents, Deferred Compensation Plan for Non-Management Directors, stock equivalents, grant, award, or other acquisition, +1 more

5 terms

Post Holdings, Inc. Stock Equivalents financial

"security_title: "Post Holdings, Inc. Stock Equivalents""

Deferred Compensation Plan for Non-Management Directors financial

"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"

stock equivalents financial

"Reporting Person is credited with stock equivalents as soon as administratively practicable"

grant, award, or other acquisition financial

"transaction_code_description: "Grant, award, or other acquisition""

one-for-one basis financial

"The value of these stock equivalents is distributed (on a one-for-one basis) in the form of cash"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/02/2026 - 04:38 PM Accepted by SEC EDGAR 07/02/2026 - 04:37 PM Learn about SEC filing dates

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^*

KEMPER DAVID W

(Last) (First) (Middle)

C/O POST HOLDINGS, INC.

2503 S. HANLEY ROAD

(Street)

ST. LOUIS MISSOURI 63144

(City) (State) (Zip)

UNITED STATES

(Country)

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)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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

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)	06/30/2026		A		195.126		(2)	(2)	Common Stock	195.126	$88.26	20,924.611	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	07/02/2026
	** 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.
* Form 4: SEC 1474 (03-26)

FAQ

What did Post Holdings (POST) director David W. Kemper report on this Form 4?

David W. Kemper reported receiving 195.126 stock equivalents of Post Holdings as a grant under the company’s deferred compensation plan for non-management directors. These units increase his deferred balance but do not reflect an open-market stock purchase or sale.

How many Post Holdings (POST) stock equivalents does David W. Kemper hold after this transaction?

After this transaction, David W. Kemper holds 20,924.611 Post Holdings stock equivalents. This figure reflects his accumulated deferred director retainers under the company’s deferred compensation plan, rather than directly held common shares purchased or sold in the market.

What is the nature of the 195.126 Post Holdings stock equivalents reported in the Form 4?

The 195.126 stock equivalents represent a grant or award related to Kemper’s director retainer, deferred into Post Holdings stock equivalents. They are credited as soon as practicable after the month earned and are part of a non-management director deferred compensation arrangement.

How and when are Post Holdings stock equivalents for directors ultimately paid out?

The stock equivalents are ultimately paid out in cash on a one-for-one basis when the director separates from the board. Until that separation, retainers are deferred and credited as stock equivalents under the Deferred Compensation Plan for Non-Management Directors.

Do the Post Holdings stock equivalents reported have fixed exercisable or expiration dates?

The filing states that these stock equivalents have no fixed exercisable or expiration dates. They accrue over time as director retainers are deferred and are eventually settled in cash when the director leaves the board of Post Holdings.