Form 4: Director Curl Acquires Post Holdings Stock Equivalents Through Deferred Compensation Plan

Gregory L. Curl, a director of Post Holdings, Inc., acquired 98.178 stock equivalents through the company's Deferred Compensation Plan for Non-Management Directors on April 30, 2025.

Summary

• On April 30, 2025, Gregory L. Curl, a director of Post Holdings, Inc., acquired 98.178 stock equivalents.
• The acquisition was made through the Issuer's Deferred Compensation Plan for Non-Management Directors.
• These stock equivalents are earned as retainers for serving as a director.
• The price of the stock equivalents was $113.17 each.
• Following the transaction, Curl directly owns 6,292.374 Post Holdings, Inc. stock equivalents.
• The stock equivalents will be distributed in cash upon separation from the Board of Directors.

Sentiment

Score: 7

Explanation: The sentiment is neutral to positive. It reflects a routine transaction related to director compensation, indicating alignment of interests between the director and shareholders. There are no negative implications.

Positives

• The acquisition of stock equivalents demonstrates the director's continued investment in the company.
• The Deferred Compensation Plan aligns the interests of non-management directors with those of shareholders.

Future Outlook

The reporting person will receive cash for the stock equivalents upon separation from the Board of Directors.

Industry Context

This filing is a routine disclosure related to director compensation and stock ownership, common in publicly traded companies. It reflects a standard practice of aligning director interests with shareholder value through equity-based compensation.

Comparison to Industry Standards

• Deferred compensation plans for directors are a common practice among publicly traded companies, including those in the consumer packaged goods industry like Post Holdings.
• Companies such as General Mills and Kellogg's also utilize similar compensation structures to incentivize their board members.
• The amount of stock equivalents granted is within the typical range for director compensation at companies of similar size and market capitalization.

Stakeholder Impact

• The transaction has a minor positive impact on shareholders by aligning the director's interests with the company's long-term performance.

Key Dates

Keywords

Post Holdings, Stock Equivalents, Director, Deferred Compensation Plan, Form 4, Beneficial Ownership, Gregory L. Curl