Director at Post Holdings (NYSE: POST) defers fees into stock equivalents

Rhea-AI Filing Summary

Post Holdings, Inc. director Thomas C. Erb reported an acquisition of 104.523 Post Holdings, Inc. stock equivalents on February 27, 2026, as a grant or award under a deferred compensation arrangement. Each stock equivalent reflects retainer fees earned as a director and is credited after the month in which the retainer is earned.

Following this transaction, Erb holds a total of 6,637.133 stock equivalents directly. According to the plan terms, these stock equivalents are distributed in cash on a one-for-one basis upon separation from the Board of Directors and have no fixed exercisable or expiration dates.

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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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^*

ERB THOMAS C

(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)
02/27/2026

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)	02/27/2026		A		104.523		(2)	(2)	Common Stock	104.523	$106.3	6,637.133	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	03/03/2026
	** 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.

FAQ

What insider transaction did POST director Thomas C. Erb report on this Form 4?

Thomas C. Erb reported acquiring 104.523 Post Holdings, Inc. stock equivalents as a grant or award on February 27, 2026. These units represent deferred retainer fees earned for his service as a director under the company’s non-management director deferred compensation plan.

How many Post Holdings, Inc. stock equivalents does Thomas C. Erb now hold?

After the reported transaction, Thomas C. Erb directly holds 6,637.133 Post Holdings, Inc. stock equivalents. This total reflects his accumulated deferred retainers as a director, credited over time under the deferred compensation plan for non-management members of the Board of Directors.

How are the POST stock equivalents from this Form 4 ultimately paid to Thomas C. Erb?

The stock equivalents are ultimately paid in cash on a one-for-one basis upon Erb’s separation from the Board of Directors. They track Post Holdings, Inc. stock value but are not settled in shares; distribution occurs through cash payments instead of actual stock delivery.

Do the Post Holdings, Inc. stock equivalents reported by Thomas C. Erb have expiration dates?

The stock equivalents reported by Thomas C. Erb have no fixed exercisable or expiration dates. They remain outstanding under the deferred compensation plan and are distributed in cash when he separates from the Board, rather than expiring on a preset future date.

What is the nature of the director compensation underlying Thomas C. Erb’s POST stock equivalents?

The stock equivalents represent retainers earned as a director of Post Holdings, Inc. and deferred into stock equivalents under the company’s Deferred Compensation Plan for Non-Management Directors. Erb is credited with these stock equivalents after the month in which each retainer is earned.

Is Thomas C. Erb’s ownership of the reported POST stock equivalents direct or indirect?

Thomas C. Erb’s ownership of the reported Post Holdings, Inc. stock equivalents is classified as direct. The Form 4 indicates a direct ownership type with the code “D,” meaning the units are recorded in his own name rather than through an intermediary entity.