STOCK TITAN

Post Holdings (POST) director defers board retainer into stock equivalents

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

Rhea-AI Filing Summary

Post Holdings, Inc. director compensation was reported through a deferred stock equivalent award. On 12/31/2025, the reporting director acquired 134.609 Post Holdings, Inc. stock equivalents at $99.05 each under the company’s Deferred Compensation Plan for Non-Management Directors. After this transaction, the director beneficially owned 32,712.43 derivative securities in the form of stock equivalents. These stock equivalents are credited after the month the retainer is earned and are paid out in cash on a one-for-one basis upon separation from the Board of Directors, with no fixed exercisable or expiration dates.

Positive

  • None.

Negative

  • None.
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*
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)
12/31/2025
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) 12/31/2025 A 134.609 (2) (2) Common Stock 134.609 $99.05 32,712.43 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 01/05/2026
** 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 Holdings (POST) report in this Form 4?

A director of Post Holdings, Inc. reported acquiring 134.609 stock equivalents of Post Holdings, Inc. common stock on 12/31/2025 as part of director compensation.

At what price were the Post Holdings (POST) stock equivalents credited?

The director was credited with 134.609 Post Holdings, Inc. stock equivalents at a price of $99.05 per stock equivalent.

How many Post Holdings stock equivalents does the director own after this transaction?

Following the reported 12/31/2025 transaction, the director beneficially owned 32,712.43 derivative securities in the form of Post Holdings, Inc. stock equivalents.

What plan governs the Post Holdings (POST) director’s stock equivalents?

The stock equivalents were credited under Post Holdings, Inc.’s Deferred Compensation Plan for Non-Management Directors, which allows retainers to be deferred into stock equivalents.

How and when are the Post Holdings director stock equivalents paid out?

The value of the Post Holdings, Inc. stock equivalents is distributed in cash on a one-for-one basis upon the director’s separation from the Board of Directors.

Do the Post Holdings (POST) stock equivalents have an exercise or expiration date?

The stock equivalents reported have no fixed exercisable or expiration dates, as disclosed in the explanation of responses.

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5.06B
44.62M
11.74%
96.18%
7.02%
Packaged Foods
Grain Mill Products
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United States
ST. LOUIS