STOCK TITAN

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

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

Rhea-AI Filing Summary

Post Holdings, Inc. director Thomas C. Erb acquired 112.39 Post Holdings, Inc. stock equivalents as a grant under the company’s Deferred Compensation Plan for Non-Management Directors. These stock equivalents represent deferred retainers earned as a director and are credited after the month in which the fees are earned.

Following this award, Erb holds a total of 6,750.336 Post Holdings, Inc. stock equivalents, each linked one-for-one to the value of the company’s common stock. The plan provides that the value of these stock equivalents will be paid out in cash upon his separation from the Board, and the equivalents have no fixed exercisable or expiration dates.

Positive

  • None.

Negative

  • None.
Insider ERB THOMAS C
Role Director
Type Security Shares Price Value
Grant/Award Post Holdings, Inc. Stock Equivalents 112.39 $98.86 $11K
Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 6,750.336 shares (Direct)
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 112.39 stock equivalents Director retainer deferred on 2026-03-31
Reference price per equivalent $98.86 per stock equivalent Value used for 2026-03-31 grant
Total stock equivalents after grant 6,750.336 stock equivalents Holdings following 2026-03-31 transaction
Underlying common stock units 112.39 common stock equivalents Each stock equivalent tracks one share of common stock
Post Holdings, Inc. stock equivalents financial
"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"
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"
retainers financial
"Reporting Person's retainers earned as a Director of Issuer are deferred into Post Holdings, Inc. stock equivalents"
stock equivalents have no fixed exercisable or expiration dates financial
"The stock equivalents have no fixed exercisable or expiration dates."
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*
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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026
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)03/31/2026A112.39 (2) (2)Common Stock112.39$98.866,750.336D
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-Fact04/02/2026
** 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)

FAQ

What insider transaction did Thomas C. Erb report at POST?

Thomas C. Erb reported acquiring 112.39 Post Holdings, Inc. stock equivalents. These were granted as part of his deferred director compensation, not through an open-market stock purchase or sale, and increase his total stock equivalent holdings under the plan.

How many stock equivalents does Thomas C. Erb now hold in POST?

After this grant, Thomas C. Erb holds 6,750.336 Post Holdings, Inc. stock equivalents. Each stock equivalent tracks the value of one share of Post common stock and will ultimately be paid out in cash under the deferred compensation plan.

What was the size and reference price of the POST stock equivalent grant?

The grant to Thomas C. Erb was 112.39 Post Holdings, Inc. stock equivalents, with a reference price of $98.86 per equivalent. This award reflects director retainers deferred into stock-based units under the company’s non-management director compensation program.

How does Post Holdings’ Deferred Compensation Plan for Non-Management Directors work?

Under this plan, non-management directors’ retainers are deferred into Post Holdings, Inc. stock equivalents. Directors are credited with stock equivalents shortly after the month in which retainers are earned, and the value is ultimately distributed in cash when they leave the Board.

Do POST stock equivalents granted to directors have an expiration date?

The stock equivalents described do not have fixed exercisable or expiration dates. Instead, they remain outstanding as bookkeeping units that track Post Holdings, Inc. common stock value until the director separates from the Board and receives a cash distribution.

Will Thomas C. Erb receive POST shares or cash for these stock equivalents?

The filing states that the value of the stock equivalents will be distributed in cash on a one-for-one basis. Payment occurs upon Thomas C. Erb’s separation from the Board, so he receives cash tied to Post Holdings, Inc. stock value rather than actual shares.