STOCK TITAN

[Form 4] POST HOLDINGS, INC. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

David W. Kemper, a director of Post Holdings, Inc. (POST), reported a non‑derivative acquisition of 152.203 stock equivalents under the company's Deferred Compensation Plan for Non‑Management Directors on 08/29/2025. Those equivalents were recorded at a per‑share value of $113.15, resulting in a beneficial ownership total of 19,215.725 common stock equivalents held directly.

The filing explains these amounts reflect director retainers deferred into stock equivalents, credited shortly after the month the retainer is earned. The stock equivalents have no exercise or expiration dates and are payable in cash on a one‑for‑one basis upon the reporting person’s separation from the board.

David W. Kemper, amministratore di Post Holdings, Inc. (POST), ha riportato un acquisto non derivato di 152.203 equivalenti azionari nell'ambito del Piano di Compenso Differito per Amministratori Non Direttivi della società in data 29/08/2025. Quegli equivalenti sono stati registrati a un valore per unità di $113.15, determinando una detenzione beneficiaria complessiva di 19.215.725 equivalenti di azioni ordinarie detenuti direttamente.

La comunicazione precisa che tali importi riflettono i compensi degli amministratori accantonati in equivalenti azionari, accreditati poco dopo il mese in cui il compenso è maturato. Gli equivalenti azionari non hanno date di esercizio o scadenza e sono pagabili in contanti con rapporto uno a uno al momento della cessazione dell'incarico dell'interessato nel consiglio.

David W. Kemper, director de Post Holdings, Inc. (POST), informó una adquisición no derivativa de 152.203 equivalentes de acciones bajo el Plan de Compensación Diferida para Directores No Ejecutivos de la compañía el 29/08/2025. Esos equivalentes se registraron a un valor por unidad de $113.15, dando como resultado una propiedad beneficiaria total de 19.215.725 equivalentes de acciones ordinarias en posesión directa.

El informe explica que estos importes reflejan las dietas de los directores diferidas en equivalentes de acciones, acreditadas poco después del mes en que se devenga la dieta. Los equivalentes de acciones no tienen fecha de ejercicio ni de vencimiento y se abonarán en efectivo a razón de uno a uno cuando la persona que informa deje el consejo.

David W. Kemper, Post Holdings, Inc. (POST) 이사로서 2025년 08/29에 회사의 비경영 이사 연기 보상 플랜에 따라 152.203 주식 등가물의 비파생 취득을 보고했습니다. 해당 등가물은 주당 $113.15의 가치로 기록되어, 직접 보유한 총 유익 소유권은 19,215.725 보통주 등가물이 되었습니다.

신고서에는 이러한 금액이 이사 수당을 주식 등가물로 이연한 것이며, 수당이 발생한 달 직후에 적립된 것임을 설명하고 있습니다. 주식 등가물은 행사 또는 만료일이 없고, 보고인의 이사회 퇴임 시 1대1 비율로 현금으로 지급됩니다.

David W. Kemper, administrateur de Post Holdings, Inc. (POST), a déclaré une acquisition non dérivative de 152.203 équivalents‑actions dans le cadre du Plan de Rémunération Différée pour Administrateurs Non‑Directeurs de la société le 29/08/2025. Ces équivalents ont été enregistrés à une valeur unitaire de $113.15, portant la détention bénéficiaire totale à 19.215.725 équivalents d'actions ordinaires détenus directement.

Le dépôt précise que ces montants reflètent des jetons de rémunération d'administrateur différés en équivalents‑actions, crédités peu après le mois où la rémunération est acquise. Les équivalents‑actions n'ont ni date d'exercice ni date d'expiration et seront payables en espèces au prorata un pour un lors de la cessation de fonction de la personne déclarant au conseil.

David W. Kemper, Direktor von Post Holdings, Inc. (POST), meldete am 29.08.2025 den nicht‑derivativen Erwerb von 152.203 Akti­onenäquivalenten im Rahmen des Deferred Compensation Plan für nicht‑geschäftsführende Direktoren des Unternehmens. Diese Äquivalente wurden mit einem Wert von $113.15 je Einheit verbucht, wodurch sich ein wirtschaftlicher Gesamtbesitz von 19.215.725 Stammaktienäquivalenten im unmittelbaren Besitz ergab.

Die Meldung führt aus, dass diese Beträge die in Aktienäquivalente deferralisierten Direktorenvergütungen widerspiegeln, die kurz nach dem Monat gutgeschrieben werden, in dem die Vergütung verdient wurde. Die Aktienäquivalente haben kein Ausübungs‑ oder Verfallsdatum und werden bei Ausscheiden der meldenden Person aus dem Vorstand eins zu eins in bar ausgezahlt.

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Insights

TL;DR: Routine director deferral into company stock equivalents; no immediate cash flow or equity issuance.

The Form 4 documents a standard compensation deferral: 152.203 stock equivalents credited at $113.15 on 08/29/2025, yielding 19,215.725 beneficially owned equivalents. This reflects bookkeeping of deferred retainer pay rather than an open‑market trade or equity grant with dilution. For financial modeling, treat this as a non‑dilutive bookkeeping entry that creates a future cash obligation payable upon board departure.

TL;DR: Standard governance disclosure showing director uses plan to defer compensation into stock equivalents.

The filing clarifies the mechanics: retainers are deferred under the issuer’s plan and credited administratively; equivalents carry no exercise or expiration dates and convert to cash on separation. This is a routine disclosure meeting Section 16 reporting requirements and does not indicate a change in control, departure, or issuance of new shares.

David W. Kemper, amministratore di Post Holdings, Inc. (POST), ha riportato un acquisto non derivato di 152.203 equivalenti azionari nell'ambito del Piano di Compenso Differito per Amministratori Non Direttivi della società in data 29/08/2025. Quegli equivalenti sono stati registrati a un valore per unità di $113.15, determinando una detenzione beneficiaria complessiva di 19.215.725 equivalenti di azioni ordinarie detenuti direttamente.

La comunicazione precisa che tali importi riflettono i compensi degli amministratori accantonati in equivalenti azionari, accreditati poco dopo il mese in cui il compenso è maturato. Gli equivalenti azionari non hanno date di esercizio o scadenza e sono pagabili in contanti con rapporto uno a uno al momento della cessazione dell'incarico dell'interessato nel consiglio.

David W. Kemper, director de Post Holdings, Inc. (POST), informó una adquisición no derivativa de 152.203 equivalentes de acciones bajo el Plan de Compensación Diferida para Directores No Ejecutivos de la compañía el 29/08/2025. Esos equivalentes se registraron a un valor por unidad de $113.15, dando como resultado una propiedad beneficiaria total de 19.215.725 equivalentes de acciones ordinarias en posesión directa.

El informe explica que estos importes reflejan las dietas de los directores diferidas en equivalentes de acciones, acreditadas poco después del mes en que se devenga la dieta. Los equivalentes de acciones no tienen fecha de ejercicio ni de vencimiento y se abonarán en efectivo a razón de uno a uno cuando la persona que informa deje el consejo.

David W. Kemper, Post Holdings, Inc. (POST) 이사로서 2025년 08/29에 회사의 비경영 이사 연기 보상 플랜에 따라 152.203 주식 등가물의 비파생 취득을 보고했습니다. 해당 등가물은 주당 $113.15의 가치로 기록되어, 직접 보유한 총 유익 소유권은 19,215.725 보통주 등가물이 되었습니다.

신고서에는 이러한 금액이 이사 수당을 주식 등가물로 이연한 것이며, 수당이 발생한 달 직후에 적립된 것임을 설명하고 있습니다. 주식 등가물은 행사 또는 만료일이 없고, 보고인의 이사회 퇴임 시 1대1 비율로 현금으로 지급됩니다.

David W. Kemper, administrateur de Post Holdings, Inc. (POST), a déclaré une acquisition non dérivative de 152.203 équivalents‑actions dans le cadre du Plan de Rémunération Différée pour Administrateurs Non‑Directeurs de la société le 29/08/2025. Ces équivalents ont été enregistrés à une valeur unitaire de $113.15, portant la détention bénéficiaire totale à 19.215.725 équivalents d'actions ordinaires détenus directement.

Le dépôt précise que ces montants reflètent des jetons de rémunération d'administrateur différés en équivalents‑actions, crédités peu après le mois où la rémunération est acquise. Les équivalents‑actions n'ont ni date d'exercice ni date d'expiration et seront payables en espèces au prorata un pour un lors de la cessation de fonction de la personne déclarant au conseil.

David W. Kemper, Direktor von Post Holdings, Inc. (POST), meldete am 29.08.2025 den nicht‑derivativen Erwerb von 152.203 Akti­onenäquivalenten im Rahmen des Deferred Compensation Plan für nicht‑geschäftsführende Direktoren des Unternehmens. Diese Äquivalente wurden mit einem Wert von $113.15 je Einheit verbucht, wodurch sich ein wirtschaftlicher Gesamtbesitz von 19.215.725 Stammaktienäquivalenten im unmittelbaren Besitz ergab.

Die Meldung führt aus, dass diese Beträge die in Aktienäquivalente deferralisierten Direktorenvergütungen widerspiegeln, die kurz nach dem Monat gutgeschrieben werden, in dem die Vergütung verdient wurde. Die Aktienäquivalente haben kein Ausübungs‑ oder Verfallsdatum und werden bei Ausscheiden der meldenden Person aus dem Vorstand eins zu eins in bar ausgezahlt.

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 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)
08/29/2025
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) 08/29/2025 A 152.203 (2) (2) Common Stock 152.203 $113.15 19,215.725 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 09/03/2025
** 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 director David W. Kemper report on Form 4?

The Form 4 reports the acquisition of 152.203 stock equivalents under Post Holdings' deferred compensation plan on 08/29/2025.

How many Post Holdings shares are represented by the reported stock equivalents?

The filing shows a beneficial ownership total of 19,215.725 common stock equivalents following the transaction.

At what value were the stock equivalents recorded?

The stock equivalents are recorded at $113.15 per share in the Form 4.

Will these stock equivalents convert into actual shares?

No; the filing states the stock equivalents have no fixed exercisable or expiration dates and are paid in cash on a one‑for‑one basis upon separation from the board.

Does this Form 4 indicate a market purchase or sale of POST stock?

No; the transaction code is acquisition via the deferred compensation plan, reflecting an administrative credit rather than an open‑market trade or equity issuance.
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5.86B
47.92M
11.74%
95.72%
5.96%
Packaged Foods
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United States
ST. LOUIS