Director at Post Holdings (NYSE: POST) defers fees into stock units

Rhea-AI Filing Summary

SKARIE DAVID P reported acquisition or exercise transactions in this Form 4 filing.

Post Holdings, Inc. director David P. Skarie received a grant of 125.428 Post Holdings stock equivalents on February 27, 2026 as a deferred retainer under the company’s non-management director compensation plan at a reference price of $106.30 per equivalent. Following this award, he holds 32,954.750 stock equivalents, which are credited monthly and ultimately paid out in cash on a one-for-one basis upon his separation from the Board, with 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

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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)
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		125.428		(2)	(2)	Common Stock	125.428	$106.3	32,954.75	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 David P. Skarie report?

David P. Skarie reported acquiring 125.428 Post Holdings stock equivalents as a grant. These reflect deferred director retainers, credited after each month and tied to a reference price of $106.30 per equivalent, under the company’s Deferred Compensation Plan for Non-Management Directors.

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

After the latest grant, David P. Skarie holds 32,954.750 Post Holdings stock equivalents. This balance reflects cumulative deferred retainers as a director, which will ultimately be settled in cash on a one-for-one basis when he separates from the Board of Directors.

How does the Post Holdings deferred compensation plan work for directors?

Non-management directors at Post Holdings can defer retainers into stock equivalents under a deferred compensation plan. Retainers earned each month are converted to stock equivalents and credited soon after month-end, with the value paid in cash one-for-one upon the director’s separation from the Board.

Are the Post Holdings stock equivalents held by David P. Skarie actual shares?

The Post Holdings stock equivalents are not actual shares but bookkeeping units tracking the share value. They are ultimately settled in cash on a one-for-one basis when David P. Skarie leaves the Board, rather than delivering company stock at that time.

Do the Post Holdings stock equivalents reported by David P. Skarie have expiration dates?

The stock equivalents reported by David P. Skarie do not have fixed exercisable or expiration dates. Instead, they remain outstanding as accounting units and are converted into a cash payment, equal to the number of equivalents, when he separates from the Post Holdings Board of Directors.