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

Rhea-AI Filing Summary

Post Holdings, Inc. director David W. Kemper acquired 174.2040 Post Holdings, Inc. stock equivalents on March 31, 2026 as a grant/award under the company’s Deferred Compensation Plan for Non-Management Directors at a reference value of $98.8600 per equivalent.

These stock equivalents represent deferred retainers earned as a director and are credited as soon as administratively practicable following the month in which the retainer is earned. They are distributed on a one-for-one basis in the form of cash upon separation from the Board of Directors and have no fixed exercisable or expiration dates. Following this transaction, Kemper held a total of 20,379.8120 stock equivalents.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider KEMPER DAVID W

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Post Holdings, Inc. Stock Equivalents	174.204	$98.86	$17K

Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 20,379.812 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.

Key Figures

Stock equivalents granted: 174.2040 stock equivalents Reference value per equivalent: $98.8600 per stock equivalent Total stock equivalents after grant: 20,379.8120 stock equivalents +1 more

4 metrics

Stock equivalents granted 174.2040 stock equivalents Grant/award on March 31, 2026

Reference value per equivalent $98.8600 per stock equivalent Compensation valuation for March 31, 2026 grant

Total stock equivalents after grant 20,379.8120 stock equivalents Holdings following March 31, 2026 transaction

Exercise/expiration dates No fixed exercisable or expiration dates Terms of Post Holdings stock equivalents

Key Terms

Deferred Compensation Plan for Non-Management Directors, stock equivalents, one-for-one basis

3 terms

Deferred Compensation Plan for Non-Management Directors financial

"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"

one-for-one basis financial

"The value of these stock equivalents is distributed (on a one-for-one basis) in the form of cash"

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^*

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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			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)	03/31/2026		A		174.204		(2)	(2)	Common Stock	174.204	$98.86	20,379.812	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	04/02/2026
	** 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.
* Form 4: SEC 1474 (03-26)

FAQ

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

David W. Kemper reported acquiring 174.2040 stock equivalents of Post Holdings, Inc. These were granted as part of his deferred director retainers, credited under the company’s Deferred Compensation Plan for Non-Management Directors rather than through an open-market stock purchase.

How are Post Holdings (POST) director retainers handled in this filing?

Director retainers are deferred into stock equivalents under Post Holdings, Inc.’s Deferred Compensation Plan for Non-Management Directors. The reporting person is credited with stock equivalents shortly after the month in which the retainer is earned, instead of receiving immediate cash compensation.

When and at what value were the POST stock equivalents credited to David W. Kemper?

The stock equivalents were credited on March 31, 2026 at a reference value of $98.8600 per stock equivalent. This reflects the compensation calculation for his deferred director retainer, not an open-market trade in Post Holdings, Inc. common stock.

What is David W. Kemper’s total Post Holdings (POST) stock equivalent balance after this grant?

After this grant, David W. Kemper held 20,379.8120 stock equivalents of Post Holdings, Inc. This total reflects his accumulated deferred retainers as a director, maintained within the company’s Deferred Compensation Plan for Non-Management Directors.

How and when are POST stock equivalents distributed to the reporting person?

The stock equivalents are distributed in cash on a one-for-one basis upon the reporting person’s separation from the Board of Directors. Until then, they remain as stock equivalents under the Deferred Compensation Plan for Non-Management Directors rather than as directly held common shares.

Do the Post Holdings (POST) stock equivalents have exercise or expiration dates?

The filing states that these stock equivalents have no fixed exercisable or expiration dates. They remain outstanding within the deferred compensation arrangement until they are ultimately paid out in cash upon the director’s separation from the Board of Directors.