Post Holdings director granted stock equivalents

Post Holdings, Inc. director Jennifer Kuperman Johnson received a routine compensation-related grant of stock equivalents under the company’s Deferred Compensation Plan for Non-Management Directors.

Rhea-AI Filing Summary

Post Holdings, Inc. director Jennifer Kuperman Johnson received a routine compensation-related grant of stock equivalents under the company’s Deferred Compensation Plan for Non-Management Directors. On June 30, 2026, she acquired 125.887 Post Holdings, Inc. stock equivalents, each linked one-for-one to common stock value.

These stock equivalents are credited based on director retainers and are settled in cash, on a one-for-one basis, when she separates from the Board. Following this grant, her balance in these stock equivalents increased to 7,102.542, with no fixed exercisable or expiration dates disclosed for the awards.

Insider Trade Summary

Grant/Award: 125.887 shares

Grant/Award 1 txn

Insider JOHNSON JENNIFER KUPERMAN

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Post Holdings, Inc. Stock Equivalents	125.887	$88.26	$11K

Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 7,102.542 contracts (Direct)

Footnotes (2)

1. F1. 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. F2. The stock equivalents have no fixed exercisable or expiration dates.

Key Figures

Stock equivalents granted: 125.887 units Implied price per equivalent: $88.2600 per unit Total stock equivalents after grant: 7,102.542 units +2 more

5 metrics

Stock equivalents granted 125.887 units Director compensation grant on June 30, 2026

Implied price per equivalent $88.2600 per unit Form 4 transaction price per stock equivalent

Total stock equivalents after grant 7,102.542 units Director’s balance following the reported transaction

Conversion ratio 1:1 to common stock Value distributed in cash on a one-for-one basis

Exercise/expiration dates No fixed dates Stock equivalents have no fixed exercisable or expiration dates

Key Terms

Deferred Compensation Plan for Non-Management Directors, stock equivalents, grant/award acquisition, Form 4, +1 more

5 terms

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 acquisition financial

"transaction_action: grant/award acquisition"

Form 4 regulatory

"INSIDER FILING DATA (Form 4)"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

non-management directors financial

"Deferred Compensation Plan for Non-Management Directors"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did POST director Jennifer Kuperman Johnson report in this Form 4?

She reported receiving a grant of 125.887 Post Holdings, Inc. stock equivalents as director compensation. These are part of a deferred compensation arrangement and increase her total stock equivalent balance to 7,102.542 units after the transaction.

Is the POST Form 4 transaction a buy or sell of common stock?

The transaction is an acquisition of stock equivalents as a grant, not an open-market buy or sell of common stock. It reflects routine non-cash director compensation credited under the company’s deferred compensation plan.

How many Post Holdings stock equivalents does Jennifer Kuperman Johnson hold after this grant?

After the transaction, she holds 7,102.542 Post Holdings, Inc. stock equivalents. This figure represents her accumulated deferred director compensation units, each tied one-for-one to the value of Post common stock for future cash settlement.

What is the nature of the stock equivalents reported by POST in this Form 4?

The stock equivalents are deferred director compensation under the Deferred Compensation Plan for Non-Management Directors. Retainers are converted into stock equivalents monthly, which will be paid out in cash, one-for-one with common stock value, upon separation from the Board.

Do the Post Holdings stock equivalents reported have an exercise or expiration date?

The filing states that the stock equivalents have no fixed exercisable or expiration dates. They accumulate as compensation credits and are ultimately distributed in cash when the reporting person leaves the Board of Directors.

Was cash paid or received in the POST Form 4 transaction?

No cash market trade occurred in this transaction. The Form 4 reflects a non-cash grant of stock equivalents as part of director retainer compensation, which will be settled in cash at a later time upon Board separation.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/02/2026 - 04:38 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^*

JOHNSON JENNIFER KUPERMAN

(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		125.887		(2)	(2)	Common Stock	125.887	$88.26	7,102.542	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)