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. (symbol: POST) is the issuer of record for a Form 4 filing submitted to the SEC. KEMPER DAVID W reported acquisition or exercise transactions in this Form 4 filing.
Post Holdings, Inc. (POST) director David W. Kemper reported an automatic award of 206.595 Post Holdings, Inc. stock equivalents on August 31, 2026, credited at a reference value of $83.36 per equivalent. These represent deferred board retainers under the company’s Deferred Compensation Plan for Non-Management Directors and are payable in cash on a one-for-one basis upon his separation from the board. Following this grant, he holds 21,327.607 stock equivalents, which have no fixed exercisable or expiration dates.
Post Holdings, Inc. (symbol: POST) is the issuer of record for a Form 4 filing submitted to the SEC. ERB THOMAS C reported acquisition or exercise transactions in this Form 4 filing.
Post Holdings, Inc. (POST) director Thomas C. Erb received an award of 133.287 Post Holdings, Inc. stock equivalents on August 31, 2026 as deferred director compensation under the company’s Deferred Compensation Plan for Non-Management Directors. After this grant, he holds 7,360.134 stock equivalents directly.
The stock equivalents track the value of Post common stock on a one-for-one basis but are distributed in cash upon separation from the Board of Directors and have no fixed exercisable or expiration dates. No Rule 10b5-1 trading plan is reported for this award.
Post Holdings, Inc. (symbol: POST) is the issuer of record for a Form 4 filing submitted to the SEC. CURL GREGORY L reported acquisition or exercise transactions in this Form 4 filing.
Post Holdings, Inc. (POST) reported that director Gregory L. Curl received a grant of 133.287 Post Holdings, Inc. stock equivalents on August 31, 2026 as deferred director retainer compensation under the company’s Deferred Compensation Plan for Non-Management Directors. Following this award, he holds 8,060.007 stock equivalents directly. These stock equivalents track the value of common stock and are distributed in cash on a one-for-one basis upon his separation from the Board, and they have no fixed exercisable or expiration dates. No Rule 10b5-1 trading plan is reported.
Post Holdings, Inc. (POST) director Dorothy M. Burwell reported an acquisition of 133.287 Post Holdings, Inc. stock equivalents on August 31, 2026, as a grant/award under the company’s Deferred Compensation Plan for Non-Management Directors at a reference value of $83.36 per stock equivalent. Following this grant, she holds 8,872.064 stock equivalents directly. These stock equivalents mirror Post common stock on a one-for-one basis and are credited after the month in which director retainers are earned, with their value paid in cash upon her separation from the Board; they have no fixed exercisable or expiration dates.
Post Holdings, Inc. (symbol: POST) is the issuer of record for a Form 4 filing submitted to the SEC. Atkinson Michelle Marie reported acquisition or exercise transactions in this Form 4 filing.
Post Holdings, Inc. (POST) reported that director Michelle Marie Atkinson received an automatic grant of 133.287 Post Holdings, Inc. stock equivalents on August 31, 2026, credited under the company’s Deferred Compensation Plan for Non-Management Directors based on her retainer as a director.
Following this award, she holds a total of 669.672 stock equivalents, each representing one share of common stock and payable in cash on a one-for-one basis upon her separation from the Board of Directors. These stock equivalents have no fixed exercisable or expiration dates, and no Rule 10b5-1 trading plan is reported for this transaction.
Post Holdings, Inc. (POST) received a notice that director P. Stiritz, through Fidelity Brokerage Services LLC and acting "out of the SUSAN E STIRITZ REVOCABLE TRST," plans to sell 384,132 shares of Post common stock under Rule 144. The planned sale has an aggregate market value of $32,785,666.00, with Post common shares outstanding stated as 43,956,805 and the contemplated sale date of 08/31/2026 on the NYSE.
Post Holdings, Inc. (POST) director Jeff A. Zadoks reported several bona fide gift transactions in Common Stock on 2026-08-25. He disposed of 26,215 shares held directly as a gift, leaving 1,800 directly held shares. The same number of shares, 26,215, was acquired as indirect ownership "By SLAT (Spouse)", resulting in 74,360 indirectly held shares in that vehicle after the transaction.
Separately, 122,740 indirectly held shares "By Spouse" were gifted away, reducing that holding to 0 shares, while 122,740 shares were acquired indirectly "By SLAT (Reporting Person)", which then held 122,740 shares. In addition, there is an indirect holding of 686 shares "By Family Trust" reported as of the same date.
Post Holdings detailed compensation terms for previously announced leadership changes effective October 1, 2026, with Robert V. Vitale becoming Executive Chairman and Nicolas Catoggio becoming President and Chief Executive Officer.
Vitale will receive an annual base salary of $1,287,500, a target bonus of 50% of salary under the Senior Management Bonus Program based on Adjusted EBITDA for fiscal 2027, and 2027 equity grants of time-based RSUs and PRSUs, each with a fair market value of $1,034,375. Catoggio will receive a base salary of $900,000, a target bonus of 115% of salary, 2027 RSU and PRSU grants each valued at $3,407,500, and a promotion equity grant of $2,500,000 split evenly between RSUs and PRSUs. For both executives, PRSUs vest from 0% to 260% based on total shareholder return versus peer companies in the Russell 3000 Packaged Foods and Meats index over a three-year period, and they remain eligible for existing retirement, severance, and benefit plans.
Post Holdings reported mixed results for the three and nine months ended June 30, 2026. Net sales were $1,948.0 million for the quarter, down 2%, but rose 4% year‑to‑date to $6,165.5 million. Net earnings fell 42% to $63.4 million for the quarter and 15% to $242.1 million for nine months, reflecting higher interest expense, losses related to Crystal Farms and the Pasta business, and restructuring and facility actions.
Post Consumer Brands grew from the 8th Avenue acquisition, while Foodservice and Weetabix increased year‑to‑date profit on lower egg costs and favorable mix. Refrigerated Retail sales and margins declined after the Crystal Farms sale and lower egg pricing. Operating cash flow was strong at $691.3 million. The company issued $1,300.0 million of 6.50% notes and $600.0 million of additional 6.250% notes, redeemed $1,235.0 million of 5.50% notes, fully repaid revolver borrowings, and repurchased 9.1 million shares for $917.4 million, ending with long‑term debt of $7,631.3 million and cash and cash equivalents of $265.6 million.
Post Holdings reported third quarter fiscal 2026 net sales of $1,948.0 million, down 1.8% from a year earlier. Gross profit declined 5.0% to $566.3 million, while operating profit fell 19.3% to $189.3 million. Net earnings dropped 41.7% to $63.4 million, with diluted EPS of $1.29 versus $1.79. Adjusted EBITDA was $377.3 million, down 5.0%, with a 19.4% margin.
For the nine months ended June 30, 2026, net sales rose to $6,165.5 million and operating profit to $639.6 million, though net earnings decreased to $242.1 million. Adjusted EBITDA increased 6.9% to $1,190.5 million and free cash flow reached $401.5 million. Segment trends were mixed: Post Consumer Brands grew net sales 6.6% aided by 8th Avenue, Foodservice volumes rose but net sales and profit declined due to lapping avian influenza pricing, Refrigerated Retail contracted following the Crystal Farms sale, and Weetabix segment profit grew 35.2%. The company repurchased 9.1 million shares for $908.8 million year-to-date and 0.4 million additional shares after quarter-end, with $490.7 million remaining under authorization. Management narrowed fiscal 2026 Adjusted EBITDA guidance to $1,560–$1,570 million, expects fiscal 2027 Adjusted EBITDA to be generally flat versus an implied $1.48 billion baseline, plans capital expenditures of $370–$390 million, and reported net leverage of 4.6x and interest coverage of 3.8x.