SKARIE DAVID P 4

What Happened David P. Skarie, a director of Post Holdings, received a grant of 130.32 stock equivalents (reported as a derivative acquisition) on January 30, 2026. The filing values the award at $102.31 per share for a total reported value of $13,333. This was a deferred-compensation credit (not an open-market purchase or sale).

Key Details

• Transaction date: January 30, 2026; Form 4 filed February 3, 2026 (filed within the two-business-day window).
• Transaction type/code: A — Grant/Award (derivative stock equivalents).
• Amount: 130.32 stock equivalents at $102.31 each; total value $13,333.
• Shares owned after transaction: Not disclosed in the provided filing.
• Footnotes: (1) The retainer earned as a director is deferred into Post Holdings stock equivalents under the company’s Deferred Compensation Plan for Non-Management Directors and is credited shortly after the month earned; distribution is made in cash (one-for-one) upon separation from the board. (2) The stock equivalents have no fixed exercisable or expiration dates.

Context This was a retainer deferral into stock-equivalent units under Post’s non-management director deferred compensation plan, meaning the award represents deferred pay (to be distributed in cash upon leaving the board) rather than an outright stock purchase. Such awards are routine for director compensation and do not necessarily signal personal buying or selling intent.