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SKARIE DAVID P reported acquisition or exercise transactions in this Form 4 filing.
Post Holdings, Inc. director David P. Skarie reported a compensation-related grant of 145.176 Post Holdings, Inc. stock equivalents on May 29, 2026. These stock equivalents were credited at a reference value of $91.84 each and are part of his deferred retainers as a non-management director.
The filing shows that, after this grant, Skarie holds a total of 33,365.707 Post Holdings, Inc. stock equivalents directly. According to the company’s Deferred Compensation Plan for Non-Management Directors, these stock equivalents are credited monthly and have no fixed exercisable or expiration dates.
When Skarie separates from the Board of Directors, the accumulated stock equivalents are distributed in cash on a one-for-one basis with Post Holdings, Inc. common stock. This transaction reflects ongoing director compensation rather than an open-market share purchase or sale.
Post Holdings director Jennifer Kuperman Johnson reported a grant of 120.98 stock equivalents linked to Post Holdings, Inc. common stock. These were awarded on May 29, 2026 as part of her deferred retainer under the company’s Deferred Compensation Plan for Non-Management Directors.
The award increased her directly held stock equivalents to 6,977.344. According to the plan, retainers are deferred into stock equivalents based on the company’s share value, here referenced at $91.84 per equivalent. The footnotes state these stock equivalents do not have fixed exercise or expiration dates and are ultimately settled in cash on a one-for-one basis when she leaves the Board.
KEMPER DAVID W reported acquisition or exercise transactions in this Form 4 filing.
Post Holdings director David W. Kemper received 187.520 Post Holdings, Inc. stock equivalents as a compensation award. These stock equivalents represent deferred retainers earned for Board service under the company’s Deferred Compensation Plan for Non-Management Directors and are tied one-for-one to Post common stock value.
Following this grant, Kemper holds a total of 20,731.534 stock equivalents directly. The plan credits stock equivalents shortly after the month in which retainers are earned, and their value is ultimately paid in cash upon his separation from the Board. The stock equivalents do not have fixed exercisable or expiration dates, making this a routine, ongoing form of non-management director compensation rather than an open-market transaction.
ERB THOMAS C reported acquisition or exercise transactions in this Form 4 filing.
Post Holdings, Inc. director Thomas C. Erb received a grant of 120.98 Post Holdings stock equivalents as part of his deferred retainer for Board service. These stock equivalents track the value of the company’s common stock and are credited after the month the retainer is earned.
The stock equivalents are issued under the Deferred Compensation Plan for Non-Management Directors and have no fixed exercisable or expiration dates. They are settled in cash on a one-for-one basis upon Mr. Erb’s separation from the Board. Following this grant, he holds 6,977.344 stock equivalents.
CURL GREGORY L reported acquisition or exercise transactions in this Form 4 filing.
Post Holdings, Inc. director Gregory L. Curl received a grant of Post Holdings stock equivalents as part of his deferred director compensation. The award covers 120.98 stock equivalents at a reference value of $91.84 each, bringing his total reported stock equivalents to 7,677.023. These stock equivalents are credited monthly under the company’s Deferred Compensation Plan for Non-Management Directors and will be settled in cash on a one-for-one basis when he leaves the board. The stock equivalents do not have fixed exercisable or expiration dates.
BURWELL DOROTHY M reported acquisition or exercise transactions in this Form 4 filing.
Post Holdings, Inc. director Dorothy M. Burwell received 120.98 stock equivalents as a grant tied to her board retainer. The award is valued at $91.84 per stock equivalent and is credited under the company’s Deferred Compensation Plan for Non-Management Directors. Following this grant, she holds 8,488.855 stock equivalents, which will be paid out in cash on a one-for-one basis after she leaves the board. The stock equivalents have no fixed exercisable or expiration dates.
Post Holdings director Michelle Marie Atkinson reported a compensation-related award of stock equivalents. On May 29, 2026, she acquired 120.9800 Post Holdings, Inc. stock equivalents, each valued at $91.8400, credited under the company’s Deferred Compensation Plan for Non-Management Directors.
Following this award, her balance in these stock equivalents totaled 288.7360 units. According to the plan, directors defer retainers into stock equivalents, which are later paid out in cash on a one-for-one basis after they leave the Board. The stock equivalents do not have fixed exercisable or expiration dates.
Post Holdings director Gregory L. Curl reported an open-market sale of company stock. On this transaction date, he sold 6,186 shares of Post Holdings common stock at a price of $105.05 per share. After the sale, he continued to hold 15,107 shares directly.
Post Holdings, Inc. ownership disclosure: Route One Investment Company, L.P. and affiliated reporting persons report beneficial ownership of 2,950,568 shares, representing 6.5% of Common Stock based on 45,322,586 shares outstanding as of May 4, 2026.
The filing states the reporting persons have shared voting and shared dispositive power over the 2,950,568 shares and that the Funds hold the shares for their investors; each reporting person disclaims ownership except for pecuniary interest.
Post Holdings, Inc. amendment to a Schedule 13G/A reports collective beneficial ownership of 1,193,067 shares of Common Stock, representing 2.63% of the class. The filing attributes these holdings to Clarkston Capital Partners, Clarkston Companies and two individuals and cites 45,322,586 shares outstanding as of May 4, 2026.
The filing states voting and dispositive breakdowns: sole voting power 664,000, shared voting power 358,367, sole dispositive power 664,000, and shared dispositive power 529,067. The report is filed jointly via a Joint Filing Agreement.