Director David P. Skarie defers fees into Post (POST) stock equivalents

Rhea-AI Filing Summary

Post Holdings director David P. Skarie reported an automatic grant of deferred stock-based compensation. On 01/30/2026, he acquired 130.32 Post Holdings, Inc. stock equivalents at $102.31 each under the company’s Deferred Compensation Plan for Non-Management Directors, bringing his total to 32,837.786 stock equivalents held directly.

These stock equivalents represent deferred director retainers, credited after the month in which fees are earned. According to the plan, they are paid out in cash on a one-for-one basis with the underlying common stock value when Skarie leaves the Board, and they have no fixed exercise 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

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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^*

SKARIE DAVID P

(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)
01/30/2026

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)	01/30/2026		A		130.32		(2)	(2)	Common Stock	130.32	$102.31	32,837.786	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	02/03/2026
	** 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 did Post Holdings (POST) director David P. Skarie report in this Form 4?

David P. Skarie reported an automatic acquisition of 130.32 Post Holdings stock equivalents on January 30, 2026. These units were credited as deferred director retainers under the company’s Deferred Compensation Plan for Non-Management Directors and increase his total deferred stock equivalents balance.

How many Post Holdings (POST) stock equivalents does David P. Skarie now hold?

After the January 30, 2026 transaction, David P. Skarie beneficially owns 32,837.786 Post Holdings stock equivalents. These reflect deferred board retainers accumulated over time, rather than an open-market purchase, and are held directly in his name under the company’s non-management director deferred compensation plan.

What was the price used for David P. Skarie’s Post Holdings stock equivalents?

The 130.32 Post Holdings stock equivalents were credited at $102.31 per unit on January 30, 2026. This pricing is tied to the company’s plan mechanics for converting director retainers into stock equivalents rather than a traditional market purchase transaction by the director.

Are David P. Skarie’s Post Holdings stock equivalents regular shares of common stock?

They are stock equivalents, not actual common shares. These units track the value of Post Holdings common stock and arise from deferred director retainers. The plan specifies that their value is ultimately paid in cash on a one-for-one basis when he separates from the Board.

When will David P. Skarie receive cash for his Post Holdings stock equivalents?

The value of David P. Skarie’s Post Holdings stock equivalents will be distributed in cash upon his separation from the Board of Directors. Payments are made on a one-for-one basis relative to the common stock value, according to the company’s Deferred Compensation Plan for Non-Management Directors.

Do David P. Skarie’s Post Holdings stock equivalents have an expiration date?

The stock equivalents reported by David P. Skarie have no fixed exercisable or expiration dates. They remain outstanding under the deferred compensation plan until they are settled in cash after he leaves the Board, as described in the filing’s explanatory footnotes.