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

Rhea-AI Filing Summary

Post Holdings, Inc. (POST) – Form 4 insider filing

Director Dorothy M. Burwell elected to defer her June 2025 board retainer into 101.906 Post Holdings stock equivalents under the company’s Deferred Compensation Plan for Non-Management Directors. The deemed transaction date is 30 June 2025 and the reference price stated is $109.03 per share equivalent. Following the credit, Burwell beneficially owns 7,306.344 stock equivalents, all held directly. The stock equivalents have no fixed exercise or expiration date and will be settled in cash, one-for-one with Post common stock value, upon her separation from the Board. The filing was signed on 2 July 2025.

Insights

Financial Analyst

TL;DR: Routine director compensation deferral; negligible share count; neutral market impact.

This Form 4 records a standard non-derivative transaction in which Director Dorothy M. Burwell converted her monthly board retainer into 101.906 stock equivalents at a reference price of $109.03. The monetary value (≈$11,100) and incremental ownership (≈1.4% of her existing 7,306 equivalents) are immaterial relative to Post’s 65 million-plus shares outstanding. Because the units are cash-settled and non-transferable until board separation, they do not affect Post’s share count or insider buying metrics. No strategic signal or financial consequence for common shareholders is evident; therefore, the disclosure is considered informational with a neutral valuation effect.

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^*

BURWELL DOROTHY M

(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)
06/30/2025

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)	06/30/2025		A		101.906		(2)	(2)	Common Stock	101.906	$109.03	7,306.344	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	07/02/2025
	** 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 type of insider transaction was reported for POST?

Director Dorothy M. Burwell deferred her board retainer into 101.906 stock equivalents under Post’s Deferred Compensation Plan.

How many derivative securities does the director now beneficially own?

After the transaction, Burwell holds 7,306.344 Post stock equivalents.

What was the deemed transaction date and filing date?

The transaction date was 06/30/2025; the Form 4 was filed on 07/02/2025.

Is there an exercise or expiration date for the stock equivalents?

No. The stock equivalents have no fixed exercisable or expiration dates and are settled in cash upon board separation.

Does this Form 4 materially affect Post Holdings’ share count?

No. The units are cash-settled and do not impact the company’s outstanding common stock.