Post Holdings (NYSE: POST) director gets deferred stock equivalents award

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Post Holdings, Inc. director David W. Kemper received a grant of deferred stock-based compensation. On April 30, 2026, he acquired 164.409 Post Holdings stock equivalents at a reference value of $104.75 per equivalent under the company’s Deferred Compensation Plan for Non-Management Directors.

Following this award, Kemper holds a total of 20,533.615 stock equivalents. These director retainers are deferred and credited as stock equivalents after each month’s service and are ultimately settled in cash, on a one-for-one basis to the stock equivalents, when he leaves the Board. The stock equivalents have no fixed exercisable or expiration dates.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider KEMPER DAVID W

Role null

Type	Security	Shares	Price	Value
Grant/Award	Post Holdings, Inc. Stock Equivalents	164.409	$104.75	$17K

Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 20,533.615 shares (Direct, null)

Footnotes (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.

Key Figures

Stock equivalents granted: 164.409 units Reference value per equivalent: $104.75 per unit Total stock equivalents after grant: 20,533.615 units +1 more

4 metrics

Stock equivalents granted 164.409 units Grant of Post Holdings stock equivalents on April 30, 2026

Reference value per equivalent $104.75 per unit Price per stock equivalent used for the April 30, 2026 grant

Total stock equivalents after grant 20,533.615 units Director’s cumulative stock equivalents following the reported transaction

Underlying common stock 164.409 shares Common stock amount underlying the new stock equivalents

Key Terms

Deferred Compensation Plan for Non-Management Directors, stock equivalents, Grant, award, or other acquisition, separation from the Board of Directors, +1 more

5 terms

Deferred Compensation Plan for Non-Management Directors financial

"deferred into Post Holdings, Inc. stock equivalents 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"

Grant, award, or other acquisition financial

"transaction_code_description": "Grant, award, or other acquisition""

separation from the Board of Directors financial

"distributed (on a one-for-one basis) in the form of cash upon separation from the Board of Directors"

no fixed exercisable or expiration dates financial

"The stock equivalents have no fixed exercisable or expiration dates."

Form 4 Insider Transactions: What Each Field Means →

05/04/2026 - 05:09 PM

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^*

KEMPER DAVID W

(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)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/30/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Post Holdings, Inc. Stock Equivalents	⁽¹⁾	04/30/2026		A		164.409		⁽²⁾	⁽²⁾	Common Stock	164.409	$104.75	20,533.615	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	05/04/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did Post Holdings (POST) director David W. Kemper report on this Form 4?

David W. Kemper reported receiving a grant of 164.409 Post Holdings stock equivalents. These were awarded as deferred director compensation and increased his total stock equivalents to 20,533.615, all tied to his service on the company’s Board of Directors.

Is the Post Holdings (POST) Form 4 a stock purchase or sale by the director?

The Form 4 shows an acquisition coded as a grant or award, not an open-market purchase or sale. The 164.409 stock equivalents represent deferred compensation, credited under a board compensation plan rather than a discretionary trading decision.

How are the Post Holdings (POST) stock equivalents from this filing ultimately paid out?

The stock equivalents are paid out in cash on a one-for-one basis when the director leaves the Board. Their value is tied to Post Holdings stock but settled in cash rather than delivering actual common shares to the reporting person.

What is David W. Kemper’s total Post Holdings (POST) position from this Form 4?

After the April 30, 2026 grant, Kemper holds 20,533.615 Post Holdings stock equivalents. This figure reflects cumulative deferred retainers credited under the Deferred Compensation Plan for Non-Management Directors as described in the Form 4 footnotes.

Do the Post Holdings (POST) stock equivalents in this filing have an expiration date?

The filing states the stock equivalents have no fixed exercisable or expiration dates. They remain outstanding as deferred compensation until they are distributed in cash to the director upon separation from the Board of Directors.