Post Holdings (POST) director defers fees into 104.5 stock equivalents

Rhea-AI Filing Summary

Post Holdings, Inc. director Jennifer Kuperman Johnson reported an acquisition of stock equivalents linked to the company’s shares. She received 104.523 Post Holdings, Inc. stock equivalents on February 27, 2026, valued at $106.30 per equivalent, as part of her deferred director compensation.

According to the filing, her retainers as a non‑management director are deferred into stock equivalents under the company’s Deferred Compensation Plan for Non‑Management Directors. After this grant, she holds a total of 6,637.133 stock equivalents. These stock equivalents are credited monthly and will be paid out in cash on a one‑for‑one basis upon her separation from the Board of Directors. The stock equivalents have no fixed exercisable or expiration 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 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)
02/27/2026

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)	02/27/2026		A		104.523		(2)	(2)	Common Stock	104.523	$106.3	6,637.133	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	03/03/2026
	** 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.

FAQ

What insider transaction did POST director Jennifer Kuperman Johnson report?

She reported acquiring 104.523 Post Holdings, Inc. stock equivalents as director compensation. These were credited under the Deferred Compensation Plan for Non-Management Directors, reflecting fees earned for board service rather than an open-market stock purchase.

What is the value of the stock equivalents granted to the POST director?

The 104.523 stock equivalents were valued at $106.30 per equivalent. This represents deferred board retainers converted into stock-linked units, not cash paid immediately, and ties the director’s compensation to Post Holdings, Inc.’s share value over time.

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

After this grant, she holds a total of 6,637.133 Post Holdings, Inc. stock equivalents. This balance reflects cumulative director retainers deferred into stock-linked units rather than cash, all under the company’s Deferred Compensation Plan for Non-Management Directors.

How does Post Holdings’ Deferred Compensation Plan for Non-Management Directors work?

Director retainers are deferred into Post Holdings, Inc. stock equivalents under the plan. Stock equivalents are credited shortly after the month in which the retainer is earned and later distributed in cash on a one-for-one basis when the director leaves the Board.

Are the Post Holdings stock equivalents granted to the director actual shares?

They are stock equivalents, not actual shares, credited under the deferred compensation plan. Their value tracks Post Holdings, Inc. stock, and they are ultimately paid out in cash on a one-for-one basis upon the director’s separation from the Board.

Do the Post Holdings stock equivalents granted to the director have an expiration date?

The filing states the stock equivalents have no fixed exercisable or expiration dates. Instead, their value is distributed in cash when the director separates from the Board, aligning board compensation with the company’s long-term share performance.