ERB THOMAS C 4

What Happened

• Thomas C. Erb, a director of Post Holdings, Inc. (POST), was credited with 108.6 stock-equivalent shares as an award/acquisition on January 30, 2026. The credit was recorded at $102.31 per share for a total value of about $11,111. This was a deferred compensation credit (not an open-market purchase or sale).

Key Details

• Transaction date: 2026-01-30; Form 4 filed: 2026-02-03.
• Transaction type/code: A — Grant/award or other acquisition (derivative stock-equivalents).
• Shares credited: 108.6 at $102.31 each; total ≈ $11,111.
• Shares owned after transaction: Not specified in the provided filing data.
• Footnotes:
  • F1: Director retainers are deferred into Post Holdings stock equivalents under the non-management directors' Deferred Compensation Plan and are credited shortly after the month earned; value is paid in cash on separation from the Board on a one-for-one basis.
  • F2: These stock equivalents have no fixed exercisable or expiration dates.
• Filing timeliness: Form 4 shows filing on Feb 3, 2026; no indication of a late filing in the provided information.

Context

• These are deferred compensation "stock equivalents," meaning the director was credited bookkeeping units linked to Post stock value rather than receiving tradable shares immediately. They are paid out in cash upon the director's separation from the board and do not indicate an active market purchase or sale. Such credits are routine for non-management directors and do not necessarily reflect a personal investment decision.