STOCK TITAN

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

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

SKARIE DAVID P reported acquisition or exercise transactions in this Form 4 filing.

Post Holdings, Inc. director David P. Skarie received a grant of 145.859 stock equivalents on 2026-07-31, credited at $91.41 per equivalent under the company’s Deferred Compensation Plan for Non-Management Directors. These stock equivalents track common stock value, have no fixed exercisable or expiration dates, and are distributed in cash on a one-for-one basis when he leaves the Board, bringing his direct balance to 33,648.679 stock equivalents.

Positive

  • None.

Negative

  • None.
Insider SKARIE DAVID P
Role Director
Type Security Shares Price Value
Grant/Award Post Holdings, Inc. Stock Equivalents F1, F2 145.859 $91.41 $13K
Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 33,648.679 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 acquired 145.859 stock equivalents Grant/award credited on 2026-07-31 under Deferred Compensation Plan for Non-Management Directors
Grant valuation per unit $91.4100 per stock equivalent Value used for the stock equivalent grant to David P. Skarie
Holdings after transaction 33,648.679 stock equivalents Total direct stock equivalent balance for David P. Skarie after the grant
Transaction date 2026-07-31 Date the stock equivalents were credited to David P. Skarie
Deferred Compensation Plan for Non-Management Directors financial
"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"
stock equivalents financial
"Reporting Person is credited with stock equivalents as soon as administratively practicable"
separation from the Board of Directors financial
"The value of these stock equivalents is distributed in the form of cash upon separation from the Board of Directors"
exercisable or expiration dates financial
"The stock equivalents have no fixed exercisable or expiration dates"

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FAQ

What insider transaction did POST director David P. Skarie report?

David P. Skarie reported an acquisition of 145.859 Post Holdings stock equivalents on 2026-07-31. These were credited as part of his director retainer under the Deferred Compensation Plan for Non-Management Directors, increasing his direct balance to 33,648.679 stock equivalents.

Was Skarie’s POST Form 4 transaction a market trade or a compensation grant?

The Form 4 for POST shows a compensation-related grant, not a market trade. Stock equivalents were credited as his director retainer is deferred into Post Holdings stock equivalents under the Deferred Compensation Plan for Non-Management Directors.

How many Post Holdings (POST) stock equivalents does Skarie hold after this grant?

After the reported transaction, David P. Skarie directly holds 33,648.679 Post Holdings stock equivalents. These units track the value of Post Holdings common stock and represent deferred director compensation credited over time.

When will David P. Skarie’s POST stock equivalents be paid out?

The stock equivalents will be distributed in cash on a one-for-one basis when David P. Skarie separates from the Board of Directors. Until then, the units remain as deferred compensation tied to Post Holdings’ share value.

Do Skarie’s Post Holdings (POST) stock equivalents have an expiration date?

The filing states that the stock equivalents have no fixed exercisable or expiration dates. They remain outstanding as deferred compensation and are settled in cash, based on a one-for-one value with Post Holdings common stock, upon his separation from the Board.

What valuation was used for David P. Skarie’s new POST stock equivalents?

For this grant, each Post Holdings stock equivalent was valued at $91.41 per unit. A total of 145.859 stock equivalents were credited to David P. Skarie’s deferred compensation account under the company’s plan for non-management directors.
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*
SKARIE DAVID P

(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)07/31/2026A145.859 (2) (2)Common Stock145.859$91.4133,648.679D
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)