JOHNSON JENNIFER KUPERMAN 4

What Happened
Jennifer Kuperman Johnson, a director of Post Holdings, received 108.6 stock equivalents (derivative award) on January 30, 2026. The award is reported at $102.31 per share, for a total value of approximately $11,111. This was an award under the company’s deferred compensation arrangement for non-management directors (acquisition coded "A"), not an open‑market purchase or sale.

Key Details

• Transaction date: 2026-01-30; reported price: $102.31 per share; total value reported: ~$11,111.
• Transaction type: Award/Grant of stock equivalents (derivative), not an immediate share sale or option exercise.
• Shares owned after transaction: Not disclosed in this filing.
• Filing: Form 4 filed 2026-02-03 (filed within the typical two-business-day window following the transaction).
• Footnotes: (1) Retainers for non-management directors are deferred into Post Holdings stock equivalents and are distributed in cash upon leaving the board. (2) These stock equivalents have no fixed exercisable or expiration dates.

Context
This award represents deferred compensation credited as stock equivalents for a non-management director. Such awards are routine director compensation and are paid out in cash upon separation from the board, so they do not necessarily indicate a buy/sell signal. Because these are stock equivalents (derivative awards) rather than immediate share purchases, they differ from direct insider purchases that some investors view as a stronger bullish signal.