[Form 4] POST HOLDINGS, INC. Insider Trading Activity

Rhea-AI Filing Summary

Post Holdings director William P. Stiritz reported on Form 4 that 98.196 stock equivalents were credited to his account under the companys Deferred Compensation Plan for Non-Management Directors on 08/29/2025, valued at $113.15 each, representing 180,356.962 shares of Common Stock beneficially owned following the transaction. The disclosure explains these are deferred retainer payments that are credited administratively soon after the month earned and that the stock equivalents have no fixed exercise or expiration dates. Amounts are paid in cash one-for-one upon separation from the board.

Positive

• Director compensation is deferred into stock equivalents, aligning the reporting persons interests with shareholders by tying pay to company equity value
• Clear distribution terms are disclosed: stock equivalents are paid one-for-one in cash upon separation from the board

Negative

• None.

Insights

Financial Analyst

TL;DR: Routine director retainer deferral into stock equivalents; immaterial to operating results but aligns director-pay with shareholder interests.

This Form 4 reports deferred compensation credited as 98.196 Post Holdings stock equivalents for director William P. Stiritz at $113.15 per unit on 08/29/2025. The units are credited under the non-management directors Deferred Compensation Plan and convert to cash on separation. There is no exercise or expiration schedule, and the filing appears procedural rather than reflecting a market-impacting trade.

Corporate Governance Expert

TL;DR: Compensation deferral disclosed; standard governance practice with clear distribution terms on board exit.

The filing documents that director retainers are deferred into stock equivalents and credited administratively. The disclosure clarifies cash distribution occurs on separation and that equivalents lack exercisability or expiration dates. This is consistent with typical non-management director deferred compensation arrangements and raises no immediate governance concerns based on the provided facts.

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^*

STIRITZ WILLIAM 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)
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	180,356.962	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 transaction did William P. Stiritz report on Form 4 for POST?

He reported receipt of 98.196 Post Holdings stock equivalents credited on 08/29/2025 under the non-management directors Deferred Compensation Plan.

How were the stock equivalents valued in the Form 4 filing?

The filing shows a per-unit value of $113.15 for the stock equivalents.

Do the stock equivalents have exercisable or expiration dates?

No. The filing states the stock equivalents have no fixed exercisable or expiration dates.

How and when are the deferred amounts paid out?

The stock equivalents are distributed one-for-one in cash upon separation from the Board of Directors.

Does this Form 4 indicate a sale or purchase of common stock?

No. The Form 4 reports the crediting of stock equivalents as deferred compensation, not an open-market purchase or sale of common stock.