Post Holdings (POST) Director Credited 98.196 Stock Equivalents at $113.15

Rhea-AI Filing Summary

Jennifer Kuperman Johnson, a director of Post Holdings, Inc. (POST), reported a Form 4 filing documenting a deferred-compensation credit on 08/29/2025. The filing shows an acquisition of 98.196 stock equivalents valued at $113.15 each, recognized under the issuer's Deferred Compensation Plan for Non-Management Directors.

The report explains these stock equivalents are credited as retainers are earned, carry no exercisable or expiration dates, and are payable in cash on a one-for-one basis upon the director's separation from the board. The form was signed by an attorney-in-fact on 09/03/2025.

Insights

Corporate Governance Expert

TL;DR: Routine director deferral into stock equivalents; aligns pay with company performance but is non-vested cash-equivalent compensation.

This Form 4 discloses a director electing to defer cash retainers into stock equivalents under the company plan. Such arrangements are common for non-management directors to create alignment with shareholders without issuing new equity. Because the equivalents convert to cash on departure and have no exercise or expiration dates, they function as deferred cash rather than market-tradable securities, reducing immediate dilution or signaling of active stock purchases.

Securities Analyst

TL;DR: Non-material insider transaction; no change to ownership control or immediate market impact.

The reported credit of 98.196 stock equivalents increases the director's reported beneficial ownership to 5,997.42 shares (direct). The transaction is administrative under the deferred compensation plan and does not reflect an open-market buy or sale. From a market-impact standpoint, this disclosure is routine and unlikely to affect valuation or liquidity.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider JOHNSON JENNIFER KUPERMAN

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Post Holdings, Inc. Stock Equivalents	98.196	$113.15	$11K

Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 5,997.42 shares (Direct)

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.

Form 4 Insider Transactions: What Each Field Means →

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 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)
08/29/2025

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)	08/29/2025		A		98.196		(2)	(2)	Common Stock	98.196	$113.15	5,997.42	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	09/03/2025
	** 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 did POST director Jennifer Kuperman Johnson report on Form 4?

She reported an acquisition of 98.196 stock equivalents under Post Holdings' Deferred Compensation Plan on 08/29/2025, valued at $113.15 each.

Do the stock equivalents reported by the POST director convert to shares?

No. The filing states the stock equivalents have no fixed exercisable or expiration dates and are distributed in cash on a one-for-one basis upon separation from the board.

How many shares does the reporting person beneficially own after the transaction?

5,997.42 shares (direct) are listed as the amount beneficially owned following the reported transaction.

When was the transaction dated and when was the Form 4 signed?

Transaction date: 08/29/2025. Form signed by attorney-in-fact: 09/03/2025.

Was this Form 4 filing an open-market purchase or a deferred compensation entry?

It was a deferred compensation entry. The filing notes retainers earned as a director were deferred into stock equivalents under the issuer's plan.