Post Holdings Director Thomas C. Erb Receives Stock Award

What Happened

• Thomas C. Erb, a director of Post Holdings, received an award of 121.549 stock equivalents on July 31, 2026. The units are reported at $91.41 each, for a total reported value of $11,111. This was recorded as an award/acquisition (code A) and represents deferred director compensation, not an open‑market purchase.

Key Details

• Transaction date: 2026-07-31; per‑unit value reported: $91.41; total value: $11,111.
• Instrument: 121.549 stock equivalents (derivative), not actual shares — listed as an acquisition/award.
• Shares owned after transaction: not specified in the provided filing excerpt.
• Footnotes: (1) Retainers for non‑management directors are deferred into Post stock equivalents under the Deferred Compensation Plan; equivalents are credited promptly after the month earned and are paid in cash (one‑for‑one) upon separation from the board. (2) The stock equivalents have no fixed exercisable or expiration dates.
• Filing timeliness: Reported on Form 4 filed 2026-08-04 for a 2026-07-31 transaction. This filing date is within the standard two business‑day window and is timely.

Context

• These units are deferred compensation stock equivalents (cash‑settled on departure), so they reflect compensation accounting rather than an active buy or sell signal by the director. Such awards are common for non‑management directors and do not necessarily indicate a change in sentiment about the company.