[Form 4] Post Holdings, Inc. Insider Trading Activity

Rhea-AI Filing Summary

Post Holdings, Inc. (POST) disclosed insider equity transactions tied to a director’s retirement-related deferred compensation. A Chairman Emeritus and former director filed a Form 4 reporting activity on Post common stock on December 17, 2025 and December 18, 2025. On each date, Post stock equivalents were converted to common stock and an equal number of shares was disposed of, including 10,703.225 shares and 170,000.797 shares, respectively.

After these transactions, the reporting person directly owned 4,334,667 Post shares, with additional indirect holdings of 169,369 shares by a trust and 384,132 shares by a spouse. The filing explains that, upon the person’s retirement from the Board on December 16, 2025, retainers deferred into Post stock equivalents under the company’s deferred compensation plan were converted into cash, to be paid according to the individual’s prior payout elections.

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

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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^*

STIRITZ WILLIAM 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)

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

3. Date of Earliest Transaction (Month/Day/Year)
12/17/2025

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
Common Stock	12/17/2025		M		10,703.225(1)	A	(1)	4,345,370.225	D
Common Stock	12/17/2025		D		10,703.225(1)	D	$101.19	4,334,667	D
Common Stock	12/18/2025		M		170,000.797(1)	A	(1)	4,504,667.797	D
Common Stock	12/18/2025		D		170,000.797(1)	D	$101.81	4,334,667	D
Common Stock								169,369	I	By Trust
Common Stock								384,132	I	By Spouse

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)	12/17/2025		M			10,703.225	(1)	(1)	Common Stock	10,703.225	(1)	170,000.797	D
Post Holdings, Inc. Stock Equivalents	(1)	12/18/2025		M			170,000.797	(1)	(1)	Common Stock	170,000.797	(1)	0	D

Explanation of Responses:

1. Upon Reporting Person's retirement from the Board of Directors of Post Holdings, Inc. ("Post") on December 16, 2025, the Reporting Person's earned retainers as a Director of Post that were deferred into Post stock equivalents under Post's Deferred Compensation Plan for Non-Management Directors (the "Plan") were converted into cash as soon as administratively practicable following his retirement pursuant to the terms of the Plan. Each stock equivalent was the economic equivalent of one share of Post common stock. The cash will be distributed to the Reporting Person in accordance with the applicable elections previously made by the Reporting Person, including lump sum payout at his retirement, in five annual installments following his retirement and in ten annual installments following his retirement.

Remarks:

	/s/ Diedre J. Gray, Attorney-in-Fact	12/19/2025
	** 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 insider activity did Post Holdings (POST) report in this Form 4?

The Form 4 reports that a Chairman Emeritus and former director of Post Holdings, Inc. converted Post stock equivalents into common stock and disposed of an equal number of common shares on December 17, 2025 and December 18, 2025.

How many Post Holdings shares did the reporting person transact around retirement?

The reporting person exercised and disposed of 10,703.225 Post common shares on December 17, 2025 and 170,000.797 Post common shares on December 18, 2025, matching the number of stock equivalents converted on each date.

What is the reporting person’s Post Holdings (POST) ownership after these transactions?

Following the reported transactions, the filing shows 4,334,667 Post common shares held directly, plus 169,369 shares held indirectly by a trust and 384,132 shares held indirectly by the reporting person’s spouse.

Why were Post Holdings stock equivalents converted in this Form 4?

The filing explains that, upon the reporting person’s retirement from the Board of Directors on December 16, 2025, retainers that had been deferred into Post stock equivalents under the company’s deferred compensation plan were converted into cash pursuant to the plan’s terms.

How will the cash from the Post stock equivalents be paid to the insider?

According to the disclosure, each stock equivalent was the economic equivalent of one share of Post common stock, and the resulting cash will be distributed based on the reporting person’s prior elections, including a lump-sum payment at retirement, five annual installments, and ten annual installments following retirement.

What were the reported sale prices for the Post Holdings shares disposed of?

The filing lists sale prices of $101.19 per share for the 10,703.225 common shares disposed of on December 17, 2025 and $101.81 per share for the 170,000.797 common shares disposed of on December 18, 2025.