Form 4: Post Holdings COO Acquires Shares, Covers Taxes

Sentiment:

Insider Transaction Report 24 October 2025 4:54 PM

Post Holdings' EVP & COO, Jeff A. Zadoks, acquired 48,718 shares from a performance award and disposed of 21,461 shares for tax withholding.

Better than expectedEVP & COO Jeff A. Zadoks received 48,718 shares from a performance share award, indicating the achievement of performance goals (relative total shareholder return) for the period October 1, 2022, through September 30, 2025.

Summary

EVP & COO Jeff A. Zadoks acquired 48,718 shares of Post Holdings, Inc. common stock on October 22, 2025.
These shares were acquired as a payout of earned performance share awards (PRSUs) under a shareholder-approved equity plan.
The payout was based on the achievement of a performance goal related to relative total shareholder return percentile rank for the performance period October 1, 2022, through September 30, 2025.
Zadoks also disposed of 21,461 shares of common stock on October 22, 2025, at a price of $107.19 per share.
This disposition was for the surrender of shares in payment of tax withholding due to the vesting of the 48,718 PRSUs.
Following these transactions, Zadoks directly owns 46,305 shares and indirectly owns 1,256 shares via a Family Trust, 68,145 shares via a SLAT, and 122,740 shares via a Spouse.

Sentiment

Score: 7

Explanation: The executive received a significant number of shares due to meeting performance targets, which is a positive indicator of company performance. The subsequent sale for tax purposes is a routine event and does not detract from the positive signal of the performance award.

Positives

EVP & COO Jeff A. Zadoks earned 48,718 shares through a performance share award, indicating the company met its performance goals related to relative total shareholder return for the period October 1, 2022, through September 30, 2025.

Future Outlook

Industry Context

Stakeholder Impact

Shareholders: The payout of performance share awards to an executive indicates that the company met its performance targets, which can be viewed positively regarding management's effectiveness and alignment with shareholder interests.
Management/Employees: This filing details the realization of executive incentive compensation, demonstrating the company's commitment to its equity compensation plans.

Key Dates

Date	Description
10/01/2022	Start of the performance period for the performance share awards (PRSUs).
09/30/2025	End of the performance period for the performance share awards (PRSUs).
10/22/2025	Transaction date for the acquisition of shares from PRSU payout and disposition of shares for tax withholding.
10/24/2025	Date the Form 4 filing was signed.

Recommendation

hold

This Form 4 filing details a routine executive compensation event where the EVP & COO received shares from a performance award and subsequently sold a portion for tax withholding. While the performance award payout is a positive signal regarding past performance, it does not provide new fundamental information to warrant a change in investment recommendation. It confirms the executive's continued alignment with shareholder interests through equity ownership.

Keywords

Post Holdings, POST, insider trading, Form 4, executive compensation, performance shares, stock award, Jeff Zadoks

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