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Post Holdings (POST) director receives deferred stock equivalent award as board retainer

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

Rhea-AI Filing Summary

Post Holdings director Jennifer Kuperman Johnson reported a grant of 120.98 stock equivalents linked to Post Holdings, Inc. common stock. These were awarded on May 29, 2026 as part of her deferred retainer under the company’s Deferred Compensation Plan for Non-Management Directors.

The award increased her directly held stock equivalents to 6,977.344. According to the plan, retainers are deferred into stock equivalents based on the company’s share value, here referenced at $91.84 per equivalent. The footnotes state these stock equivalents do not have fixed exercise or expiration dates and are ultimately settled in cash on a one-for-one basis when she leaves the Board.

Positive

  • None.

Negative

  • None.
Insider JOHNSON JENNIFER KUPERMAN
Role null
Type Security Shares Price Value
Grant/Award Post Holdings, Inc. Stock Equivalents 120.98 $91.84 $11K
Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 6,977.344 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 120.98 stock equivalents Grant/award on May 29, 2026 as director retainer
Reference value per equivalent $91.84 per equivalent Value used to credit deferred retainer into stock equivalents
Total stock equivalents after grant 6,977.344 stock equivalents Direct holdings following the May 29, 2026 award
Conversion ratio 1:1 into cash Each stock equivalent paid in cash upon Board separation
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""
expiration dates financial
"The stock equivalents have no fixed exercisable or expiration dates."
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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*
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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/29/2026		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)05/29/2026A120.98 (2) (2)Common Stock120.98$91.846,977.344D
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-Fact06/02/2026
** 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 activity did Post Holdings (POST) disclose for Jennifer Kuperman Johnson?

Post Holdings disclosed that director Jennifer Kuperman Johnson received 120.98 stock equivalents on May 29, 2026. These were granted as part of her deferred director retainer, increasing her balance of Post Holdings, Inc. stock equivalents to 6,977.344 under the company’s non-management director plan.

Is the Form 4 transaction in POST a market purchase or a compensation grant?

The Form 4 transaction is a compensation grant, not a market purchase. Johnson’s retainer as a Post Holdings director is deferred into stock equivalents under a company plan, credited after the month earned rather than bought on the open market.

How many Post Holdings stock equivalents does Jennifer Kuperman Johnson now hold?

After the reported grant, Jennifer Kuperman Johnson holds 6,977.344 Post Holdings, Inc. stock equivalents. This total reflects the additional 120.98 stock equivalents awarded as deferred director compensation on May 29, 2026, under the Deferred Compensation Plan for Non-Management Directors.

At what reference price were the new POST stock equivalents credited?

The 120.98 Post Holdings stock equivalents were credited at a reference value of $91.84 per equivalent. This reflects the company’s share value used for converting Johnson’s earned director retainer into stock equivalents under the deferred compensation plan.

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

The stock equivalents are ultimately paid in cash when the director leaves the Board. Under Post Holdings’ Deferred Compensation Plan for Non-Management Directors, each stock equivalent is distributed on a one-for-one basis in cash upon separation from the Board of Directors.

Do the Post Holdings stock equivalents reported in this Form 4 have an expiration date?

The stock equivalents reported in this Form 4 do not have fixed exercisable or expiration dates. Footnotes explain that these director compensation equivalents remain outstanding and are later settled in cash on a one-for-one basis once the director departs the Board.