Welcome to our dedicated page for Post Hldgs SEC filings (Ticker: POST), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Post Holdings, Inc. (NYSE: POST) SEC filings page provides access to the company’s official U.S. Securities and Exchange Commission documents, offering detailed insight into its consumer packaged goods operations and corporate governance. As a Missouri-incorporated public company, Post files current reports, proxy statements and other disclosures that illuminate its financial structure, executive compensation and shareholder matters.
Current reports on Form 8-K document material events such as the issuance of 6.50% senior notes due 2036, the redemption of 5.50% senior notes due 2029, new share repurchase authorizations, executive equity awards, leadership changes and amendments to bylaws. These filings explain the terms of new debt, including interest rates, maturity, guarantees, redemption provisions and covenant packages, and describe how capital is allocated through repurchases.
Proxy statements on Schedule 14A (DEF 14A) outline Post’s corporate governance framework, Board composition, committee structure and proposals submitted to shareholders, such as director elections, auditor ratification, advisory votes on executive compensation and amendments to supermajority voting provisions. They also provide extensive detail on executive and director compensation, pay-versus-performance disclosures and ownership information.
Investors analyzing POST stock can use annual and quarterly reports (Forms 10-K and 10-Q, when accessed alongside this page) to understand segment performance across Post Consumer Brands, Weetabix, Foodservice and Refrigerated Retail, as well as risk factors, non-GAAP reconciliations and cash flow information. Form 4 and related beneficial ownership filings, when available, show equity transactions by directors and officers.
On Stock Titan, AI-powered tools summarize lengthy filings, highlight key terms in indentures, compensation plans and governance documents, and surface material changes in capital structure or Board authority. Real-time updates from EDGAR ensure that new 8-Ks, proxy materials and other SEC filings for Post Holdings appear promptly, while AI-generated overviews help users quickly interpret how these disclosures may affect their view of POST.
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.
Post Holdings, Inc. director Thomas C. Erb reported a non-derivative acquisition of 98.196 stock equivalents under the company's Deferred Compensation Plan for Non-Management Directors on 08/29/2025. The filing shows the stock equivalents were recorded at a per-share value of $113.15 and, after the transaction, Mr. Erb is credited with 5,997.42 shares (reported as direct beneficial ownership). The equivalents have no exercisable or expiration dates and are payable in cash on a one-for-one basis when the director leaves the board.
This is a routine compensation deferral for a director rather than a market purchase or option exercise. The form was signed by an attorney-in-fact on 09/03/2025 and discloses that retainer fees are converted into stock equivalents as soon as administratively practicable following the month earned.
Gregory L. Curl, a director of Post Holdings, Inc. (POST), reported a director compensation deferral into company stock equivalents. On 08/29/2025 he was credited with 98.196 stock equivalents under the issuer's Deferred Compensation Plan for Non-Management Directors at a reported value of $113.15 each, bringing his total beneficial ownership of stock equivalents to 6,697.317 on a direct basis. The filing explains these retainers are credited shortly after the month earned and will be distributed in cash on a one-for-one basis upon separation from the Board. The stock equivalents have no fixed exercise or expiration dates. The Form 4 was signed by an attorney-in-fact on 09/03/2025.
Director Dorothy M. Burwell reported a non-derivative grant under Post Holdings, Inc.'s deferred compensation plan for non-management directors. On 08/29/2025 she was credited with 98.196 stock equivalents (reported at $113.15 per unit) which result in 7,509.4 beneficially owned shares following the transaction. The filing states these retainers are deferred into stock equivalents as soon as administratively practicable and that such equivalents have no fixed exercise or expiration dates. The stock equivalents are payable in cash on a one-for-one basis upon separation from the Board.
Diedre J. Gray, identified as EVP, General Counsel & Chief Administrative Officer and Secretary of Post Holdings, Inc. (POST), reported transactions dated 08/29/2025 on a Form 4. The filing shows a Code G disposition of 1,125 shares of Post common stock at a reported price of $0 (a gift), leaving 123,929 shares beneficially owned indirectly through a trust. The form also records additional entries listing a disposition of 19,325 shares (D) and indirect ownership of 45,839 shares attributed to a spouse's trust. The document is signed by Ms. Gray on 09/03/2025. All items in this summary reflect only the amounts and labels shown on the Form 4.
Post Holdings, Inc. approved a new $500.0 million share repurchase authorization, effective August 29, 2025, and cancelled its prior $500.0 million program. The company had already repurchased approximately $304.8 million of its common stock under the earlier authorization as of August 27, 2025.
The new authorization runs for two years from the effective date and allows repurchases in the open market or through private, derivative, accelerated, forward, automatic or other transactions, with any repurchased shares held as treasury stock. Separately, Post announced via press release that it entered into a definitive agreement to sell the pasta business of 8th Avenue Food & Provisions, Inc.
William P. Stiritz, a director of Post Holdings, Inc. (POST), reported an open-market purchase of 36,000 shares of common stock on 08/19/2025 at a price of $109.53 per share. After the transaction he beneficially owns 4,334,667 shares directly, with additional indirect holdings of 169,369 (by trust) and 384,132 (by spouse). The Form 4 was signed by an attorney-in-fact on 08/21/2025.
Robert V. Vitale, who serves as President & CEO and a director of Post Holdings, Inc. (POST), reported multiple disposals of common stock on 08/15/2025 under transaction code G (gifts). The filing shows four dispositions totaling 2,139 shares, reducing his direct holdings to 835,060 shares. The report also lists indirect holdings of 6,870 shares (1994 Trust), 104,850 shares (2020 Family Trust - spouse) and 114,400 shares (2020 Family Trust - Robert Vitale). The form is signed by an attorney-in-fact on 08/18/2025.
Route One Investment Company, L.P., together with affiliated entities and two named reporting persons, disclose beneficial holdings in Post Holdings, Inc. totaling 3,413,918 shares, representing 6.1% of the outstanding common stock based on 55,718,597 shares outstanding. The filing breaks ownership across related entities: the Master Fund holds 2,354,619 shares (4.2%) while Route One and its U.S.-organized affiliates are reported at the 6.1% level.
The statement shows these shares are held with shared voting and dispositive power rather than sole control for most entities; one affiliate reports sole voting power for the same 3,413,918-share amount while dispositive power is shared. The reporting persons state the securities were acquired and are held in the ordinary course of business and expressly disclaim that the holdings were acquired to change or influence control of the issuer.
Post Holdings’ Q3 FY25 (quarter ended 6/30/25) showed margin expansion and double-digit earnings growth despite muted top-line momentum. Net sales inched up 1.9% to $1.98 bn, driven by a 19% jump in Foodservice (egg & potato products) that offset a 9% decline in Post Consumer Brands cereal and pet food. Gross profit rose 3.3% to $596 m, expanding gross margin 40 bp to 30.0%. SG&A fell 4%, and amortization was stable, lifting operating profit 15.5% to $235 m.
Net earnings advanced 9% to $109 m; diluted EPS increased 17% to $1.79. For the nine-month period, revenue was flat at $5.91 bn while diluted EPS improved 6% to $4.60, reflecting higher margins and lower SG&A.
Balance sheet & cash flow: Cash rose to $1.06 bn (vs. $0.79 bn at 9/24). Long-term debt climbed to $7.35 bn after issuing $1.0 bn of 6.25% 2034 notes and drawing $400 m on the revolver; leverage covenant remains compliant (secured net leverage ≤4.25×). Operating cash flow was steady at $697 m; FCF absorbed $361 m of capex and $124 m for acquisitions. Share buybacks totaled $438 m YTD, shrinking basic shares 7% YoY.
Strategic moves: Closed $129 m purchase of Potato Products of Idaho (integrated into Refrigerated Retail & Foodservice). Subsequent to quarter-end (7/1/25) Post bought the remaining 39.5% of 8th Avenue plus preferred stock for $799 m and assumed $111 m of lease liabilities, bringing the business fully on-balance-sheet. Three cereal plant closures (Lancaster, Sparks, Cobourg) are progressing; cumulative restructuring charge $16 m with $5 m more expected.
Outlook implications: Margin gains, mix shift toward Foodservice, and accretive acquisitions support earnings, but higher leverage and flat nine-month sales warrant monitoring.