Post Holdings Director Michelle Atkinson Receives Stock Award

What Happened

• Michelle Atkinson, a director of Post Holdings, received a director retainer credited as 133.287 stock-equivalent shares (derivative award) on August 31, 2026. The filing values the award at $83.36 per share for a total of $11,111.
• This was not an open-market buy or sale but a routine deferred-compensation credit (award), so it does not reflect an outright purchase of tradable shares.

Key Details

• Transaction date: 2026-08-31; Price used for valuation: $83.36; Total value: $11,111.
• Transaction type: Award/Grant (derivative stock equivalents), coded “A” on the Form 4.
• Shares owned after the transaction: Not reported in this filing.
• Footnotes: (1) The retainer was deferred into Post Holdings stock equivalents under the company’s Deferred Compensation Plan for Non-Management Directors; these stock equivalents are converted to cash on a one-for-one basis upon separation from the board. (2) The stock equivalents have no fixed exercise or expiration dates.
• Filing: Form 4 filed 2026-09-02 for the 2026-08-31 transaction (within the typical reporting window).

Context

• These are director retainer deferrals (routine compensation) rather than purchases or sales. Stock-equivalents are bookkeeping credits tied to the company’s deferred-comp plan and are typically paid in cash when the director leaves the board, so they do not immediately increase tradable share count.