Form 4: Director Skarie Increases Holdings in Post Holdings, Inc. Through Stock Equivalents

Director David P. Skarie increased his holdings in Post Holdings, Inc. through the acquisition of stock equivalents as part of the company's Deferred Compensation Plan for Non-Management Directors.

Summary

• David P. Skarie, a director of Post Holdings, Inc., acquired 117.814 stock equivalents on April 30, 2025.
• These stock equivalents were obtained through the Issuer's Deferred Compensation Plan for Non-Management Directors, where retainers earned as a director are deferred into Post Holdings, Inc. stock equivalents.
• The price of the stock equivalents was $113.17.
• Following the transaction, Skarie directly owns 31,714.006 shares of common stock.
• The stock equivalents have no fixed exercisable or expiration dates and will be distributed in cash upon separation from the Board of Directors.

Sentiment

Score: 7

Explanation: The sentiment is moderately positive as it reflects a director increasing their stake in the company, suggesting confidence. However, it's a routine transaction under a pre-existing compensation plan.

Positives

• The director's participation in the Deferred Compensation Plan demonstrates confidence in the company's future.

Future Outlook

The document does not contain specific forward-looking statements, but the director's continued investment suggests a positive outlook.

Industry Context

Directors often participate in deferred compensation plans as a way to align their interests with those of shareholders and demonstrate long-term commitment to the company.

Comparison to Industry Standards

• Deferred compensation plans for directors are a common practice among publicly traded companies, including competitors like General Mills (GIS) and Kellogg (K).
• The specific terms of these plans, such as the form of distribution (cash or stock) and the timing of vesting, can vary widely.
• The level of director participation in these plans can be seen as a signal of confidence in the company's future performance.

Related Party Transactions

• The acquisition of stock equivalents through the Deferred Compensation Plan is a related party transaction.

Stakeholder Impact

• The director's participation in the Deferred Compensation Plan could positively influence shareholder sentiment.

Key Dates

Keywords

Post Holdings, Inc., Director, Stock Equivalents, Deferred Compensation Plan, Beneficial Ownership, Form 4, Skarie