Form 4: Post Holdings Director Gregory L. Curl Increases Stake Through Deferred Compensation Plan

Post Holdings, Inc. Director Gregory L. Curl acquired 101.906 stock equivalents on June 30, 2025, as part of his deferred compensation plan, increasing his total beneficial ownership to 6,494.245 stock equivalents.

Summary

• Gregory L. Curl, a Director of Post Holdings, Inc., acquired 101.906 stock equivalents.
• The transaction occurred on June 30, 2025.
• These stock equivalents were acquired at a price of $109.03 per equivalent.
• The acquisition is part of the Issuer's Deferred Compensation Plan for Non-Management Directors, where director retainers are deferred into stock equivalents.
• Following this transaction, Gregory L. Curl beneficially owns 6,494.245 stock equivalents.
• The value of these stock equivalents is distributed in cash upon separation from the Board of Directors.

Sentiment

Score: 7

Explanation: The transaction reflects a routine acquisition of stock equivalents by a director as part of a deferred compensation plan, which generally indicates alignment of director interests with shareholder value. It is a standard, non-discretionary transaction.

Positives

• Director Gregory L. Curl's beneficial ownership of Post Holdings, Inc. stock equivalents increased to 6,494.245, demonstrating continued alignment with shareholder interests.
• The acquisition of 101.906 stock equivalents at $109.03 per equivalent reflects the ongoing deferral of director retainers into company equity, a common practice that aligns director incentives with company performance.

Future Outlook

NA

Management Comments

• Reporting Person's retainers earned as a Director of Issuer are deferred into Post Holdings, Inc. stock equivalents under the Issuer's Deferred Compensation Plan for Non-Management Directors.
• Reporting Person is credited with stock equivalents as soon as administratively practicable following the month in which such retainer is earned.
• The value of these stock equivalents is distributed (on a one-for-one basis) in the form of cash upon separation from the Board of Directors.

Industry Context

This transaction represents a routine insider filing related to director compensation, which is a common practice across various industries to align the interests of non-management directors with the long-term performance of the company.

Comparison to Industry Standards

• Many publicly traded companies, including peers in the consumer packaged goods sector, utilize similar deferred compensation plans for non-management directors to align their interests with long-term shareholder value. This practice is a common corporate governance mechanism.

Corporate Governance

Related Party Transactions

• Acquisition of 101.906 Post Holdings, Inc. stock equivalents by Director Gregory L. Curl from the company as part of his deferred compensation plan for director retainers.

Stakeholder Impact

• Shareholders benefit from increased alignment of Director Gregory L. Curl's financial interests with the company's long-term performance, as his compensation is tied to stock equivalents.

Key Dates

Keywords

Post Holdings, POST, SEC Form 4, insider transaction, director compensation, stock equivalents, deferred compensation