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

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

Rhea-AI Filing Summary

Jennifer Kuperman Johnson, a Director of Post Holdings, Inc. (POST), reported deferred compensation credited as 103.376 stock equivalents on 09/30/2025. Those stock equivalents have no exercisable or expiration dates and are tracked under the company’s Deferred Compensation Plan for Non-Management Directors. The filing shows 6,100.362 shares of common stock beneficially owned by the reporting person following the reported transaction. The filing was signed on behalf of the reporting person by an attorney-in-fact on 10/02/2025.

Positive

  • Deferred compensation credited as 103.376 stock equivalents under the issuer plan
  • The stock equivalents will be distributed one-for-one in cash upon board separation

Negative

  • None.

Insights

Director deferred cash retainer into 103.376 stock equivalents under the deferred compensation plan.

The filing documents a routine director compensation election: the director's retainer is converted into 103.376 stock equivalents, credited administratively after the month earned. These equivalents carry no exercise or expiration dates and will be paid in cash on a one-for-one basis upon separation from the board.

This transaction is procedural and non-dilutive: it records internal bookkeeping for deferred pay and reports an ending beneficial ownership of 6,100.362 shares. There is no issuance of new common stock or option exercise disclosed in this Form 4.

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).
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)
09/30/2025
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) 09/30/2025 A 103.376 (2) (2) Common Stock 103.376 $107.48 6,100.362 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 10/02/2025
** 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 the Form 4 for POST report for Jennifer Kuperman Johnson?

The Form 4 reports the director deferred 103.376 stock equivalents on 09/30/2025 and shows 6,100.362 shares beneficially owned following the transaction.

What are Post Holdings stock equivalents and how are they paid?

Per the filing, stock equivalents are credited under the Deferred Compensation Plan for Non-Management Directors and are distributed one-for-one in cash upon separation from the Board.

Do the reported stock equivalents have exercisable or expiration dates?

No. The filing states the stock equivalents have no fixed exercisable or expiration dates.

How many shares does the reporting person beneficially own after the reported transaction?

The Form 4 shows 6,100.362 shares of common stock beneficially owned following the reported transaction.

When was the earliest transaction date and when was the Form 4 signed?

The earliest transaction date is 09/30/2025, and the form was signed by attorney-in-fact on 10/02/2025.
Post Hldgs Inc

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5.40B
45.39M
11.74%
96.18%
7.02%
Packaged Foods
Grain Mill Products
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United States
ST. LOUIS