Form 4: Post Holdings Director Defers Compensation into Stock Equivalents

Post Holdings, Inc. Director Gregory L. Curl deferred a portion of his compensation into 112.174 stock equivalents.

Summary

• Gregory L. Curl, a Director of Post Holdings, Inc. (POST), acquired 112.174 Post Holdings, Inc. Stock Equivalents.
• The transaction occurred on December 31, 2025, and was filed on January 5, 2026.
• These stock equivalents were acquired at a price of $99.05 per equivalent.
• The acquisition is a result of Mr. Curl deferring his director retainers under the Issuer's Deferred Compensation Plan for Non-Management Directors.
• Following this transaction, Mr. Curl beneficially owns a total of 7,126.56 Post Holdings, Inc. Stock Equivalents.
• The stock equivalents are distributed as cash on a one-for-one basis upon separation from the Board of Directors and have no fixed exercisable or expiration dates.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction related to director compensation deferral, which is neutral in sentiment as it reflects standard corporate governance and compensation practices without indicating any significant positive or negative operational or financial developments.

Positives

• The deferral of director compensation into stock equivalents aligns the director's financial interests with those of the shareholders, demonstrating confidence in the company's future performance.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

This filing represents a routine insider transaction related to director compensation deferral, which is a common practice across various industries to align management and director interests with shareholders. It does not provide broader industry trends or competitive insights.

Related Party Transactions

• Director Gregory L. Curl's deferral of retainers into Post Holdings, Inc. stock equivalents under the Issuer's Deferred Compensation Plan for Non-Management Directors constitutes a transaction between a related party (director) and the company.

Stakeholder Impact

• Shareholders: The deferral of compensation into stock equivalents by a director generally signals alignment of interests, potentially viewed positively as it ties director compensation to company performance.

Key Dates

Keywords

Post Holdings, POST, Gregory L. Curl, Director Compensation, Stock Equivalents, Deferred Compensation Plan, Insider Transaction, SEC Form 4