Post Holdings (POST) director awarded deferred stock equivalents

Rhea-AI Filing Summary

ERB THOMAS C reported acquisition or exercise transactions in this Form 4 filing.

Post Holdings, Inc. director Thomas C. Erb received a grant of 120.98 Post Holdings stock equivalents as part of his deferred retainer for Board service. These stock equivalents track the value of the company’s common stock and are credited after the month the retainer is earned.

The stock equivalents are issued under the Deferred Compensation Plan for Non-Management Directors and have no fixed exercisable or expiration dates. They are settled in cash on a one-for-one basis upon Mr. Erb’s separation from the Board. Following this grant, he holds 6,977.344 stock equivalents.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider ERB THOMAS C

Role null

Type	Security	Shares	Price	Value
Grant/Award	Post Holdings, Inc. Stock Equivalents	120.98	$91.84	$11K

Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 6,977.344 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.

Key Figures

Stock equivalents granted: 120.98 units Reference value per unit: $91.84 per stock equivalent Total stock equivalents after grant: 6,977.344 units +1 more

4 metrics

Stock equivalents granted 120.98 units Deferred Board retainer credited as stock equivalents

Reference value per unit $91.84 per stock equivalent Value used for the May 29, 2026 grant

Total stock equivalents after grant 6,977.344 units Holdings following the reported transaction

Conversion price $0.00 Reported conversion or exercise price of stock equivalents

Key Terms

Deferred Compensation Plan for Non-Management Directors, stock equivalents, retainers earned as a Director, separation from the Board of Directors

4 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"

retainers earned as a Director financial

"Reporting Person's retainers earned as a Director of Issuer are deferred"

separation from the Board of Directors financial

"value of these stock equivalents is distributed ... in the form of cash upon separation from the Board of Directors."

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Form 4 Insider Transactions: What Each Field Means →

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^*

ERB THOMAS C

(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)
05/29/2026

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)
			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)	05/29/2026		A		120.98		(2)	(2)	Common Stock	120.98	$91.84	6,977.344	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	06/02/2026
	** 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)

FAQ

What insider transaction did Post Holdings (POST) report for Thomas C. Erb?

Post Holdings reported that director Thomas C. Erb received 120.98 stock equivalents as a deferred retainer. These are bookkeeping units tied to Post’s common stock value, credited under a non-management directors’ deferred compensation plan rather than through an open-market purchase.

Are Thomas C. Erb’s Post Holdings stock equivalents an open-market buy or sell?

The transaction is a grant of 120.98 stock equivalents, not an open-market buy or sell. It represents deferred Board retainer compensation credited under Post Holdings’ Deferred Compensation Plan for Non-Management Directors, rather than a discretionary stock purchase or sale on the market.

How and when are Post Holdings (POST) stock equivalents for directors paid out?

The stock equivalents are paid out in cash on a one-for-one basis upon a director’s separation from the Board. Until then, they function as deferred compensation units whose value is tied to Post Holdings’ common stock performance, without fixed exercisable or expiration dates.

How many Post Holdings stock equivalents does Thomas C. Erb hold after this Form 4?

After the reported grant, Thomas C. Erb is credited with 6,977.344 Post Holdings stock equivalents. This total reflects his accumulated deferred retainers as a non-management director, tracked in stock-equivalent units that mirror the company’s common stock value over time.

What is the reference price for the new Post Holdings stock equivalent grant?

The 120.98 stock equivalents are reported at a reference value of $91.84 per unit. This price reflects the value used for crediting the deferred compensation units and links each stock equivalent’s value to Post Holdings’ common stock at the time of the award.