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

Post Holdings (POST) director receives deferred stock equivalent award

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Atkinson Michelle Marie reported acquisition or exercise transactions in this Form 4 filing.

Post Holdings, Inc. director Michelle Marie Atkinson received a grant of 106.070 Post Holdings, Inc. stock equivalents as deferred director compensation. These stock equivalents track the value of the company’s common stock and brought her reported balance to 167.671 stock equivalents after the transaction.

The award was made under the company’s Deferred Compensation Plan for Non-Management Directors and represents retainers earned as a director. The stock equivalents have no fixed exercisable or expiration dates and will be settled in cash on a one-for-one basis upon her separation from the Board, rather than through open-market share transactions.

Positive

  • None.

Negative

  • None.
Insider Atkinson Michelle Marie
Role null
Type Security Shares Price Value
Grant/Award Post Holdings, Inc. Stock Equivalents 106.07 $104.75 $11K
Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 167.671 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.
Stock equivalents granted 106.070 stock equivalents Grant under Deferred Compensation Plan on April 30, 2026
Stock equivalents after transaction 167.671 stock equivalents Total director balance following reported grant
Reference price per stock equivalent $104.7500 per unit Transaction price per stock equivalent in the Form 4
Conversion or exercise price $0.0000 Stock equivalents under deferred compensation plan
stock equivalents financial
"Reporting Person's retainers earned as a Director of Issuer are deferred into Post Holdings, Inc. stock equivalents"
Deferred Compensation Plan for Non-Management Directors financial
"deferred into Post Holdings, Inc. stock equivalents under the Issuer's Deferred Compensation Plan for Non-Management Directors"
grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
separation from the Board of Directors financial
"distributed (on a one-for-one basis) in the form of cash upon separation from the Board of Directors"
no fixed exercisable or expiration dates financial
"The stock equivalents have no fixed exercisable or expiration dates."
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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*
Atkinson Michelle Marie
(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/30/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Post Holdings, Inc. Stock Equivalents(1)04/30/2026A106.07 (2) (2)Common Stock106.07$104.75167.671D
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-Fact05/04/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Post (POST) disclose for Michelle Marie Atkinson?

Post Holdings reported that director Michelle Marie Atkinson received 106.070 stock equivalents as a grant under the company’s Deferred Compensation Plan. These units represent deferred retainers earned for board service and increased her total balance to 167.671 stock equivalents after the transaction.

Was the Post (POST) Form 4 transaction a market purchase or sale?

The Form 4 shows a grant of stock equivalents as compensation, not a market purchase or sale. The transaction reflects deferred director fees credited in stock equivalents, which will later be settled in cash, rather than shares being bought or sold in the open market.

How many Post Holdings stock equivalents does the director hold after this grant?

After the April 30, 2026 grant, Michelle Marie Atkinson holds 167.671 Post Holdings stock equivalents. This total includes the newly credited 106.070 units, which represent deferred retainers earned for her service on the company’s Board of Directors.

How are Post (POST) director retainers handled under the deferred compensation plan?

Director retainers are deferred into Post Holdings stock equivalents under the Deferred Compensation Plan for Non-Management Directors. Stock equivalents are credited shortly after the month in which retainers are earned and track the value of Post’s common stock over time for participating directors.

When will the Post Holdings stock equivalents be paid to the director?

The filing states that the stock equivalents will be distributed in cash on a one-for-one basis when the director separates from the Board. Until that time, the units remain as bookkeeping entries that mirror the value of Post Holdings common stock without fixed expiration dates.

Do the Post (POST) stock equivalents reported have expiration dates or exercise prices?

The stock equivalents reported for Michelle Marie Atkinson have no fixed exercisable or expiration dates. They also carry a conversion price of zero because they are bookkeeping units for deferred cash compensation, not traditional stock options with a strike price.