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Post Holdings (NYSE: POST) director defers fees into stock equivalents

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

Rhea-AI Filing Summary

Atkinson Michelle Marie reported acquisition or exercise transactions in this Form 4 filing.

Post Holdings, Inc. director Michelle Marie Atkinson received 125.887 Post Holdings, Inc. stock equivalents as a grant under the company's Deferred Compensation Plan for Non-Management Directors. These stock equivalents relate to retainers she earned as a director.

The stock equivalents were valued at $88.26 per equivalent for this grant, bringing her total credited balance to 414.595 stock equivalents. According to the plan, these stock equivalents are credited after the month in which the retainer is earned and are ultimately paid out in cash on a one-for-one basis when she leaves the Board, with no fixed exercisable or expiration dates.

Positive

  • None.

Negative

  • None.
Insider Atkinson Michelle Marie
Role null
Type Security Shares Price Value
Grant/Award Post Holdings, Inc. Stock Equivalents 125.887 $88.26 $11K
Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 414.595 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 125.887 stock equivalents Director deferred compensation grant on 2026-06-30
Grant valuation price $88.26 per equivalent Implied value per stock equivalent for this grant
Total stock equivalents after grant 414.595 stock equivalents Director’s accumulated deferred balance after the transaction
Underlying security Common Stock Stock equivalents track Post Holdings common stock value
Deferred Compensation Plan for Non-Management Directors financial
"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"
retainers earned as a Director financial
"Reporting Person's retainers earned as a Director of Issuer are deferred"
Post Holdings, Inc. Stock Equivalents financial
"security_title": "Post Holdings, Inc. Stock Equivalents""
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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*
Atkinson Michelle Marie
(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)
06/30/2026		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)06/30/2026A125.887 (2) (2)Common Stock125.887$88.26414.595D
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-Fact07/02/2026
** 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 transaction did Post Holdings (POST) report for Michelle Marie Atkinson?

Post Holdings reported that director Michelle Marie Atkinson received 125.887 stock equivalents as a grant under the company’s deferred compensation plan. These represent her earned director retainers and increase her total credited balance to 414.595 stock equivalents, to be settled in cash in the future.

Is Michelle Marie Atkinson’s Post Holdings (POST) Form 4 transaction a market purchase or sale?

The transaction is not a market trade. It is a grant of 125.887 stock equivalents as deferred director compensation, rather than an open-market buy or sell. The award reflects retainers earned for Board service and is part of a structured compensation program.

How will Michelle Marie Atkinson’s Post (POST) stock equivalents be paid out?

The stock equivalents will be paid out in cash on a one-for-one basis when Michelle Marie Atkinson separates from the Board. They track the value of Post Holdings common stock but are settled in cash rather than shares, according to the deferred compensation plan terms.

Do the Post Holdings (POST) stock equivalents granted to Michelle Marie Atkinson have expiration dates?

The stock equivalents granted to Michelle Marie Atkinson do not have fixed exercisable or expiration dates. They remain as deferred compensation credits until they are distributed in cash following her separation from the Board, as specified in the non-management directors’ deferred compensation plan.

What is Michelle Marie Atkinson’s total Post (POST) stock equivalents balance after this grant?

After the grant of 125.887 stock equivalents, Michelle Marie Atkinson holds a total of 414.595 Post Holdings, Inc. stock equivalents. This balance reflects accumulated director retainers deferred under the company’s Deferred Compensation Plan for Non-Management Directors over time.