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

Rhea-AI Filing Summary

David W. Kemper, a Director of Post Holdings, Inc. (POST), reported a deferred-compensation credit of 160.233 stock equivalents on 09/30/2025. The filing states these equivalents are part of the company’s Deferred Compensation Plan for Non-Management Directors and are credited shortly after the month in which the retainer is earned. The equivalents carry no exercise or expiration dates and are payable in cash on a one-for-one basis upon the director’s separation from the board. The report shows a per-share valuation of $107.48 for the underlying common stock and the reporting person’s total direct beneficial ownership after the transaction is 19,374.568 shares. The Form 4 was signed by an attorney-in-fact on 10/02/2025.

Positive

• 160.233 stock equivalents credited under the deferred compensation plan, reflecting continued director alignment with company performance
• Stock equivalents are payable in cash one-for-one on separation, limiting immediate dilution or share issuance

Negative

• None.

Insights

Corporate Governance Analyst

Director deferred pay credited as stock equivalents; no immediate sale.

The filing shows 160.233 stock equivalents were credited to Director David W. Kemper under the non-management deferred compensation plan on 09/30/2025. These units are not traditional stock options and have no exercisable or expiration dates, and they are settled in cash upon separation from the board.

This structure aligns director compensation with the company’s share value without issuing immediate equity; the report values underlying common stock at $107.48 per share and reports total direct ownership of 19,374.568 shares after the credit.

Insider Transactions Specialist

Transaction is routine deferred-compensation accounting, not an open-market trade.

The Form 4 records an administrative credit of stock equivalents rather than an acquisition in the open market; transaction code and explanation identify this as director retainer deferral under the issuer’s plan. The equivalents are noted as distributed in cash one-for-one upon board departure.

Because the units have no exercisable or expiration dates, there is no immediate change in voting shares recorded here; the filing was executed by an attorney-in-fact and dated 10/02/2025.

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^*

KEMPER DAVID W

(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		160.233		(2)	(2)	Common Stock	160.233	$107.48	19,374.568	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 Post Holdings (POST) Director David W. Kemper report on Form 4?

He reported a credit of 160.233 stock equivalents under the company’s non-management deferred compensation plan, recorded on 09/30/2025.

Are the credited stock equivalents exercisable or do they expire?

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

How will the stock equivalents be settled?

The equivalents are distributed in cash on a one-for-one basis upon the reporting person’s separation from the board.

What is the per-share value shown in the Form 4?

The underlying common stock is valued in the filing at $107.48 per share.

How many Post Holdings shares does the reporting person own after this transaction?

The Form 4 reports total direct beneficial ownership of 19,374.568 shares following the credit.