JOHNSON JENNIFER KUPERMAN 4

What Happened

• Jennifer Kuperman, a director of Post Holdings, reported an award/acquisition of 125.887 stock equivalents on June 30, 2026. The filing lists a per-share value of $88.26, for a total reported value of $11,111. This was recorded as a derivative award (code A) under the issuer’s deferred compensation plan for non-management directors—not an open-market purchase or sale.

Key Details

• Transaction date: 2026-06-30; Filing date: 2026-07-02 (filed within the usual 2-business-day Form 4 window).
• Amount: 125.887 stock equivalents at $88.26 per share = $11,111 (derivative award).
• Shares owned after transaction: Not specified in the provided filing details.
• Footnotes: (F1) Director retainers are deferred into Post stock equivalents and credited soon after the month earned; these equivalents are paid in cash on a one-for-one basis upon separation from the board. (F2) The stock equivalents have no fixed exercise or expiration dates.
• Transaction type: Award/acquisition of stock equivalents (routine director compensation), not a purchase indicating new capital put into the market.

Context

• This filing reflects routine deferred-compensation credited as stock equivalents for a director. These equivalents are bookkeeping units tied to Post’s stock value and are distributed in cash upon leaving the board, so they do not represent newly purchased or immediately tradable shares. Such director deferrals are common and generally viewed as compensation administration rather than a direct insider market signal.