KEMPER DAVID W 4

What Happened
David W. Kemper, a director of Post Holdings, Inc. (POST), received 195.126 stock equivalents as an award/deferral on June 30, 2026. The units are valued at $88.26 each for a total reported value of $17,222. This was an award/deferral of director compensation (derivative stock equivalents), not an open-market purchase or sale.

Key Details

• Transaction date and amount: 2026-06-30 — 195.126 stock equivalents @ $88.26 each; total $17,222.
• Transaction type: A (award/acquisition) recorded as a derivative transaction (stock equivalents).
• Shares owned after transaction: Not specified in the filing.
• Filing date: 2026-07-02 — appears to be filed within the normal reporting window.
• Footnotes:
  • F1: Director retainers are deferred into Post Holdings stock equivalents under the company’s Deferred Compensation Plan for Non-Management Directors; equivalents are credited soon after the retainer is earned and are paid in cash on separation from the Board.
  • F2: These stock equivalents have no fixed exercisable or expiration dates.

Context
This transaction reflects routine director compensation being deferred into stock equivalents rather than a market signal about the stock. Stock equivalents are a bookkeeping unit under the deferred compensation plan and are ultimately distributable in cash upon the director’s separation from the board.