STOCK TITAN

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

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

KEMPER DAVID W reported acquisition or exercise transactions in this Form 4 filing.

Post Holdings, Inc. director David W. Kemper received a grant of 188.4020 Post Holdings stock equivalents on 2026-07-31, valued at $91.4100 per equivalent, as deferred board retainer under the Deferred Compensation Plan for Non-Management Directors, bringing his direct stock-equivalent balance to 21,106.3590. These stock equivalents track common stock and are distributed in cash on a one-for-one basis upon his separation from the board and have no fixed exercisable or expiration dates.

Positive

  • None.

Negative

  • None.
Insider KEMPER DAVID W
Role Director
Type Security Shares Price Value
Grant/Award Post Holdings, Inc. Stock Equivalents F1, F2 188.402 $91.41 $17K
Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 21,106.359 shares (Direct)
Footnotes (2)
  1. F1. 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. F2. The stock equivalents have no fixed exercisable or expiration dates.
Stock equivalents granted 188.4020 stock equivalents Grant/award acquisition on 2026-07-31 to director David W. Kemper
Reference value per equivalent $91.4100 per stock equivalent Value used for director retainer deferred into Post Holdings stock equivalents
Stock equivalents after transaction 21106.3590 stock equivalents Total direct Post Holdings stock equivalents held by David W. Kemper following the grant
stock equivalents financial
"Reporting Person is credited with stock equivalents after the month the retainer is earned"
Deferred Compensation Plan for Non-Management Directors financial
"deferred into stock equivalents under the Issuer's Deferred Compensation Plan for Non-Management Directors"
separation from the Board of Directors financial
"distributed in the form of cash upon separation from the Board of Directors"

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FAQ

What insider transaction did POST director David W. Kemper report on this Form 4?

David W. Kemper reported a grant of 188.4020 stock equivalents of Post Holdings, Inc. on 2026-07-31. These stock equivalents represent deferred director retainers credited under the company’s Deferred Compensation Plan for Non-Management Directors and are settled in cash based on common stock value.

How many Post Holdings (POST) stock equivalents were granted to David W. Kemper?

David W. Kemper was granted 188.4020 Post Holdings stock equivalents. Each equivalent was valued at $91.4100 for this crediting, reflecting board retainer fees deferred into stock equivalents under the company’s Deferred Compensation Plan for Non-Management Directors rather than taken as immediate cash compensation.

What are Post Holdings (POST) stock equivalents under the Deferred Compensation Plan for Non-Management Directors?

The stock equivalents are deferred compensation units credited in place of cash retainers for non-management directors. They track Post Holdings common stock value and are distributed in cash on a one-for-one basis when the director separates from the Board of Directors, with no fixed exercise or expiration dates.

When will David W. Kemper receive cash for his POST stock equivalents?

The value of David W. Kemper’s stock equivalents will be paid in cash upon his separation from the Board of Directors. Each unit is distributed on a one-for-one basis with Post Holdings stock value, providing deferred cash payments instead of immediate director retainer income.

How many Post Holdings (POST) stock equivalents does David W. Kemper hold after this transaction?

Following the reported grant, David W. Kemper holds 21,106.3590 Post Holdings stock equivalents directly. This balance reflects accumulated deferred board retainers that will eventually be settled in cash based on the value of Post Holdings common stock when he leaves the board.

Do the POST stock equivalents reported by David W. Kemper have exercise or expiration dates?

The reported Post Holdings stock equivalents have no fixed exercisable or expiration dates. They are credited after the month in which retainers are earned and remain outstanding until cash distribution upon separation from the Board of Directors, rather than operating like traditional stock options.
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*
KEMPER DAVID W

(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)
07/31/2026
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)07/31/2026A188.402 (2) (2)Common Stock188.402$91.4121,106.359D
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-Fact08/04/2026
** 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)