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.
Jennifer Kuperman Johnson, a director of Post Holdings, Inc. (POST), reported a Form 4 filing documenting a deferred-compensation credit on 08/29/2025. The filing shows an acquisition of 98.196 stock equivalents valued at $113.15 each, recognized under the issuer's Deferred Compensation Plan for Non-Management Directors.
The report explains these stock equivalents are credited as retainers are earned, carry no exercisable or expiration dates, and are payable in cash on a one-for-one basis upon the director's separation from the board. The form was signed by an attorney-in-fact on 09/03/2025.
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.