[Form 4] Post Holdings, Inc. Insider Trading Activity

Rhea-AI Filing Summary

Post Holdings insider transaction summary: Nicolas Catoggio, identified as President & CEO (PCB), reported a transaction dated 09/13/2025 related to the vesting of restricted stock units. In connection with the vesting of 13,846 restricted stock units, 6,314 shares of Post Holdings common stock were surrendered to satisfy tax withholding obligations at a price of $104.98 per share. After the transaction, the reporting person beneficially owned 37,437 shares, held directly.

The Form 4 indicates the disposition was a withholding surrender tied to compensation vesting rather than an open-market sale.

Positive

• Equity alignment: Vesting of 13,846 restricted stock units shows the executive receives equity-based compensation, aligning interests with shareholders.
• No open-market sale: Shares were surrendered for tax withholding rather than sold on the open market, reducing potential negative market signaling.

Negative

• Reduced direct holdings: The reporting person's direct beneficial ownership decreased to 37,437 shares after the withholding surrender.

Insights

Financial Analyst

TL;DR: Vesting-related share surrender for taxes, not a market sale; minimal change to reported ownership.

The transaction reflects routine equity-compensation mechanics: 13,846 restricted stock units vested and 6,314 shares were surrendered to cover tax withholding at $104.98 per share. This reduces the reporting person's direct share count to 37,437. Because the disposition was for tax withholding, it is typically neutral for valuation and liquidity signals, though it does modestly reduce the insider's outstanding direct holdings.

Corporate Governance Expert

TL;DR: Routine compensation tax withholding via share surrender; signals continued use of equity-based pay.

The filing documents a standard administrative action following RSU vesting under Rule 16b-3. Use of share surrender for tax obligations indicates the company compensates executives with equity and enforces withholding mechanics. This is a governance/compensation disclosure rather than a signal of material change in leadership intent or control.

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
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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^*

CATOGGIO NICOLAS

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	PRES & CEO, PCB

3. Date of Earliest Transaction (Month/Day/Year)
09/13/2025

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
Common Stock	09/13/2025		F		6,314(1)	D	$104.98	37,437	D

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

Explanation of Responses:

1. Surrender of shares in payment of tax withholding due as a result of the vesting of 13,846 restricted stock units in accordance with Rule 16b-3.

Remarks:

	/s/ Diedre J. Gray, Attorney-in-Fact	09/16/2025
	** 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 did Nicolas Catoggio report on the Post Holdings (POST) Form 4?

The Form 4 reports that 6,314 shares were surrendered to cover tax withholding arising from the vesting of 13,846 restricted stock units; direct ownership after the transaction is 37,437 shares.

Was the transaction a public sale of POST shares?

No. The disposition was a surrender of shares for tax withholding related to RSU vesting, not an open-market sale.

What price was associated with the surrendered shares?

The Form 4 lists a price of $104.98 per share for the reported disposition.

How many restricted stock units vested according to the filing?

The filing states that 13,846 restricted stock units vested, which triggered the tax withholding surrender.

Does this Form 4 change control or indicate a major transaction for POST?

No. This is a routine compensation-related withholding event and does not indicate a change in control or a material corporate transaction.