Post Holdings, Inc. filings document operating results, material events, governance actions and capital-structure changes for a consumer packaged goods holding company. Form 8-K reports include quarterly results releases, Regulation FD disclosures, officer and director changes, board appointments, and amendments to the company’s articles of incorporation that lowered certain supermajority voting thresholds after shareholder approval.
The filing record also details senior unsecured note issuances, including notes due 2034 and 2036, related indentures, subsidiary guarantees, interest terms, maturity dates and the ranking of the obligations. Shareholder meeting and proxy-related disclosures cover voting matters, governance provisions, director compensation arrangements and security-holder rights.
Post Holdings, Inc. reported a routine insider transaction involving deferred director compensation. On 12/31/2025, a director accrued 112.174 Post Holdings, Inc. stock equivalents at a reference price of $99.05 per equivalent under the company’s Deferred Compensation Plan for Non-Management Directors, bringing the director’s beneficial holdings in these stock equivalents to 6,426.67 units, held directly.
The filing explains that director retainers are deferred into Post Holdings, Inc. stock equivalents, which are credited shortly after the month in which the retainer is earned. These stock equivalents track the value of the company’s common stock but are settled in cash, on a one-for-one basis, when the director leaves the Board. The stock equivalents do not have fixed exercisable or expiration dates, highlighting their role as long-term, cash-settled deferred compensation rather than traditional stock options.
Post Holdings, Inc. reported an insider transaction involving deferred compensation for one of its directors. On 12/31/2025, the director acquired 173.87 Post Holdings stock equivalents at a price of $99.05 each under the company’s Deferred Compensation Plan for Non-Management Directors. These stock equivalents represent deferred board retainers rather than an open-market stock purchase.
Following this transaction, the director beneficially owned a total of 19,880.977 stock equivalents, held in direct form. According to the plan, these stock equivalents are credited after the month in which the retainer is earned and are ultimately paid out in cash on a one-for-one basis upon the director’s separation from the board. The stock equivalents have no fixed exercisable or expiration dates.
Post Holdings, Inc. director reported a routine change in deferred compensation tied to company stock. On 12/31/2025, the reporting person acquired 112.174 Post Holdings, Inc. stock equivalents at a price of $99.05 per equivalent under the company’s Deferred Compensation Plan for Non-Management Directors. Each stock equivalent represents the right to receive the value of one share of common stock, paid in cash after the director leaves the Board.
Following this transaction, the director beneficially owned 6,426.67 stock equivalents, held in direct form. These stock equivalents do not have fixed exercisable or expiration dates, reflecting their nature as deferred cash-settled compensation rather than traditional options or warrants.
Post Holdings, Inc. director reported routine deferred compensation activity. On 12/31/2025, the director acquired 112.174 Post Holdings, Inc. stock equivalents under the company’s Deferred Compensation Plan for Non-Management Directors. These stock equivalents were valued at $99.05 per unit for reporting purposes and are tied one-for-one to Post common stock. Following this transaction, the director held 7,126.56 stock equivalents directly. The filing explains that director retainers are deferred into stock equivalents and that their value is ultimately paid out in cash, on a one-for-one basis, after the director leaves the Board, and that these stock equivalents have no fixed exercisable or expiration dates.
Post Holdings, Inc. reported an insider compensation transaction by one of its directors. On 12/31/2025, the director acquired 112.174 Post Holdings stock equivalents at a reference price of $99.05 each under the company’s Deferred Compensation Plan for Non-Management Directors.
These stock equivalents represent deferred retainers earned for board service and increase the director’s total beneficial holdings to 7,938.637 stock equivalents. The units are credited after the month in which the fees are earned and are ultimately settled in cash, on a one-for-one basis, when the director leaves the Board. The stock equivalents have no fixed exercisable or expiration dates.
Post Holdings, Inc. executive Diedre J. Gray, who serves as EVP, General Counsel, Chief Administrative Officer and Secretary, reported a trust-related transfer of common stock. On 12/26/2025, a Form 4 shows a transaction coded "G" involving 131,187 shares of Post Holdings common stock at a reported price of $0, indicating a gift or similar transfer between related trusts. Following the transaction, Gray reports indirect ownership of shares through a trust, a spouse’s SLAT, and a spouse’s trust, along with directly held shares, reflecting a reallocation of how her beneficial ownership in Post Holdings is structured.
Post Holdings, Inc. (POST) disclosed insider equity transactions tied to a director’s retirement-related deferred compensation. A Chairman Emeritus and former director filed a Form 4 reporting activity on Post common stock on December 17, 2025 and December 18, 2025. On each date, Post stock equivalents were converted to common stock and an equal number of shares was disposed of, including 10,703.225 shares and 170,000.797 shares, respectively.
After these transactions, the reporting person directly owned 4,334,667 Post shares, with additional indirect holdings of 169,369 shares by a trust and 384,132 shares by a spouse. The filing explains that, upon the person’s retirement from the Board on December 16, 2025, retainers deferred into Post stock equivalents under the company’s deferred compensation plan were converted into cash, to be paid according to the individual’s prior payout elections.
Post Holdings, Inc. issued $1,300.0 million of 6.50% senior notes due 2036 to qualified institutional buyers and certain non-U.S. investors. These senior, unsecured notes are fully and unconditionally guaranteed on a senior, unsecured basis by most of Post’s current and future domestic subsidiaries, and carry semi-annual interest payments each March 15 and September 15 starting March 15, 2026.
The notes include optional redemption features before and after March 15, 2031 at specified premiums, plus a requirement to repurchase the notes at 101% of principal if a defined change of control occurs. The indenture also imposes customary limitations on additional debt, liens, dividends, investments, affiliate transactions and asset sales, with certain covenants suspended if the notes achieve investment-grade ratings. Post also completed the redemption of all $1,235.0 million of its 5.50% senior notes due 2029, paying about $1,257.64 million plus roughly $0.38 million in accrued interest.
Post Holdings, Inc. director William P. Stiritz reported acquiring 57.966 stock equivalents on 12/16/2025 under the company’s Deferred Compensation Plan for Non-Management Directors. These stock equivalents represent his retainer earned as a director during December and were credited as soon as administratively practicable following his retirement as Chairman of the Board on that date. The filing states that the value of these stock equivalents will be distributed in cash on a one-for-one basis after his retirement from the Board of Directors. At issuance, the stock equivalents have no fixed exercisable or expiration dates, and following this transaction he beneficially owns 180,721.757 derivative securities directly.
Post Holdings, Inc. is soliciting votes for its virtual-only 2026 annual meeting on January 29, 2026, where shareholders will elect seven directors, ratify PricewaterhouseCoopers LLP for the fiscal year ending September 30, 2026, hold an advisory vote on executive compensation and consider three amendments to eliminate certain supermajority voting requirements. Shareholders of record as of December 1, 2025, when 51,603,620 common shares were outstanding, are entitled to one vote per share.
The meeting will be held via live audio webcast, with shareholders able to participate and vote online using a 15-digit control number, while guests may listen in. The proxy describes a majority-independent board, the planned retirement of long-time chairman William P. Stiritz on December 16, 2025, and the appointment of President and CEO Robert V. Vitale as Chairman, with independent director David W. Kemper continuing as Lead Director as the board size moves to seven.
The board recommends voting FOR all proposals, including the say-on-pay resolution and amendments removing supermajority standards for removing directors and approving certain business combinations. The proxy also outlines board oversight of risk, environmental and social initiatives, and cybersecurity, as well as detailed executive and director compensation disclosures.