POST insider filing: 152.203 stock equivalents credited to director

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.

Insights

Financial Analyst

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.

Corporate Governance Expert

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.

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	152.203	$113.15	$17K

Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 19,215.725 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.

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 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.