Post Holdings (POST) director defers fees into 108.6 stock equivalents

Rhea-AI Filing Summary

Post Holdings director Jennifer Kuperman Johnson reported an automatic award of 108.6 Post Holdings, Inc. stock equivalents on January 30, 2026. These were credited at $102.31 per stock equivalent under the company’s Deferred Compensation Plan for Non-Management Directors, based on her director retainer.

After this transaction, she beneficially owns 6,534.294 stock equivalents, held directly. The filing explains that director retainers are deferred into stock equivalents and later paid out in cash on a one-for-one basis when the director leaves the board, and that these stock equivalents have no fixed exercisable or expiration dates.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider JOHNSON JENNIFER KUPERMAN

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Post Holdings, Inc. Stock Equivalents	108.6	$102.31	$11K

Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 6,534.294 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.

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^*

JOHNSON JENNIFER KUPERMAN

(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)
01/30/2026

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)	01/30/2026		A		108.6		(2)	(2)	Common Stock	108.6	$102.31	6,534.294	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	02/03/2026
	** 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 director Jennifer Kuperman Johnson report?

Jennifer Kuperman Johnson reported an automatic acquisition of 108.6 Post Holdings, Inc. stock equivalents. The award was credited on January 30, 2026 at $102.31 per equivalent as part of her deferred director retainer under the company’s Deferred Compensation Plan for Non-Management Directors.

How many POST stock equivalents does Jennifer Kuperman Johnson now hold?

Following the January 30, 2026 transaction, Jennifer Kuperman Johnson beneficially owns 6,534.294 Post Holdings, Inc. stock equivalents. These are held directly and represent her deferred retainers as a non-management director under the company’s Deferred Compensation Plan for Non-Management Directors.

What are Post Holdings stock equivalents under the director deferred compensation plan?

Post Holdings stock equivalents are bookkeeping units credited instead of cash retainers for non-management directors. Retainers are deferred into stock equivalents and later distributed in cash, on a one-for-one basis, when the director separates from the Board of Directors, according to the filing’s explanation of the plan.

At what price were the POST stock equivalents credited in this Form 4?

The 108.6 Post Holdings, Inc. stock equivalents were credited at a price of $102.31 per equivalent. This price is shown in the derivative securities table for the January 30, 2026 transaction, reflecting how the deferred director retainer was converted into stock equivalents under the plan.

Do the Post Holdings stock equivalents reported have an expiration date?

The stock equivalents reported in this Form 4 have no fixed exercisable or expiration dates. The filing states that these stock equivalents are ultimately distributed in cash, on a one-for-one basis, when the reporting person separates from the Board of Directors rather than expiring like typical options.

Is the POST insider transaction a cash payout or a deferral of fees?

The transaction reflects a deferral of director fees, not an immediate cash payout. The reporting person’s retainers as a director are converted into Post Holdings, Inc. stock equivalents, which are later paid out in cash on a one-for-one basis when she leaves the Board of Directors.