POST Post Holdings, Inc. Insider Trading

Post Holdings CEO sells 10.0K shares at $100.21; stock down 5.2% in 30 days, 7.6% in 90 days; insider's 5 prior POST sales all well-timed at 90d mark.

CATOGGIO NICOLAS, President & CEO of PCB at Post Holdings, sold 10,000 shares at $100.21 on 2025-11-25, reducing holdings by 11.7% to 75,542 shares. The sale occurred as POST declined 5.2% over the subsequent 30 days and 7.6% over 90 days, consistent with his prior selling pattern at this ticker: all 5 of his previous sales at POST showed negative 90-day returns (ranging from -2.7% to -7.3%), demonstrating a sustained ability to sell ahead of downturns. His cross-ticker track record shows a 90-day well-timed rate of 83.33% across 6 prior sells, indicating this insider has a measurable history of executing sells before unfavorable price action. The stock is currently down 14.8% from its 52-week high of $120.72, and with a P/E of 15.99 and annual revenue growth of 3.0%, the company's valuation and growth trajectory deserve investor scrutiny in light of this sustained selling pattern by the CEO.

POST Director David W. Kemper bought 1,800 shares at $97.93 on 2025-11-24; stock now -16.3% from 52-week high.

Director David W. Kemper purchased 1,800 shares for $176,274.00, increasing his holdings to 31,522 shares from 29,722 shares. The transaction occurred at $97.93 per share when the stock was already 16.3% below its 52-week high of $120.72, following a 7.7% decline over the prior 30 days. While this represents a discretionary open-market buy by a board member, the purchase occurred during a period of near-term weakness rather than strength, and the company's fundamentals show modest momentum (3.0% annual revenue growth, P/E of 15.71, and $108.8M net income on $2.0B quarterly revenue).

Director STIRITZ WILLIAM P bought 36,000 shares of POST at $109.53 on 2025-08-19; holdings now 4,334,667 shares ($3.9M purchase)

Director William P. Stiritz purchased 36,000 shares at $109.53 on 2025-08-19, increasing his holdings by 36,000 shares from 4,298,667 to 4,334,667 shares. The transaction was valued at $3,943,080.00 and occurred while the stock was trading 8.1% below its 52-week high of $120.72, near recent support. Post Holdings trades at a P/E of 16.46 with strong fundamentals: annual revenue of $1,984,300,000.00 and 13.3% annual revenue growth. While Stiritz has one prior buy at POST on 2025-06-05 that showed a 30-day return of -0.2%, the longer-term 90-day outcome for that transaction remains unmeasurable. His cross-ticker track record shows minimal timing success (1 prior buy, average 30d return -0.2%), providing limited evidence of pattern recognition in entry points.

Director William P. Stiritz buys 186,740 shares of POST at $109.12 for $20.4M, lifting holdings to 4.30M shares

Director William P. Stiritz purchased 186,740 shares at $109.12 on 2025-06-05, increasing his position by 4.5% to 4,298,667 shares and deploying $20,376,135.10 into the company. This represents a material incremental commitment by a senior insider, executed at a price currently $1 below the market at $110.12, positioning the purchase within the 52-week range of $100.86–$120.72. The company is growing revenue 13.3% year-over-year on a $2.0B base while maintaining a reasonable valuation at 17.18 P/E; however, the stock has declined 4.0% over 90 days and 8.8% from its 52-week high, consistent with broader market and sector softness rather than company-specific deterioration. The magnitude and direct execution of this acquisition warrant examination into Stiritz's liquidity position and the broader context of director-level capital allocation decisions at POST.

CEO Catoggio sells 5,000 shares of POST at $117.00 for $585,000; holds 45,501 shares post-trade.

Nicolas Catoggio, President & CEO of PCB, executed a sale of 5,000 shares on 2025-03-07 at $117.00 per share, reducing his holdings to 45,501 shares (a 9.9% reduction). The sale occurred near the stock's 52-week high of $120.72 and at a price $2.15 above the current market price of $114.85. Catoggio's prior open-market sales across all tickers show an average 90-day return of -2.1% with a 50% well-timed rate, indicating mixed execution; at POST specifically, his prior two measurable sales (2024-11-18 and 2024-12-02) produced mixed 90-day outcomes of +2.1% and -6.3%, respectively. POST trades at a P/E of 16.55 with strong fundamentals (revenue $2.0B, up 13.3% annually, net income $113.3M), providing no obvious distress signal that would explain the sale as a response to deteriorating business conditions.

POST CEO CATOGGIO sold 5,000 shares at $114.50 (March 3, 2025); retains 50,501 shares. Stock -6.7% from 52wk high.

CATOGGIO NICOLAS, President and CEO of Post Holdings, Inc., sold 5,000 shares at $114.50 on 2025-03-03, reducing his holdings by 9.0% from 55,501 to 50,501 shares. The sale occurred when POST traded above its current price of $112.67 (stock has since declined 6.7% from the 52-week high of $120.72). At the same-ticker level, CATOGGIO's prior two sales in late February 2025 remain unmeasurable, while his December 2024 and November 2024 sales showed asymmetric 90-day outcomes: one resulted in a -6.3% decline (well-timed), the other in a +2.1% gain (poorly timed). His cross-ticker track record across four prior sales averaged a 90-day return of -2.1%, with 50% of those sales proving well-timed (negative post-sale price movement). The current fundamentals show the business generating $1,974,700,000.00 in quarterly revenue, net income of $113,300,000.00, and a P/E of 16.23—metrics consistent with a mature industrial business. No scheduled disposition plan, earnings miss, or material adverse event is evident from the filing record alone.

Post Holdings CEO Vitale sold 63,243 shares for $7,326,067.50 across 4 transactions Feb 24-25

Robert V. Vitale, President & CEO of Post Holdings, executed 4 separate sales totaling 63,243 shares for $7,326,067.50 at a blended average price of $115.84 over Feb 24-25, reducing his holdings from 900,442 shares to 837,199 shares (a 7.0% reduction). The sales occurred near the stock's 52-week high of $120.72, with the current price at $113.19, suggesting the transactions were executed at favorable valuations relative to recent price action. Vitale has a documented history of 18 prior open-market sells across his trading record, indicating a pattern of opportunistic liquidations rather than a first-time or exceptional event. Against fundamentals showing revenue of $1,974,700,000.00 and net income of $113,300,000.00 with 13.3% annual revenue growth, the scale of this sale warrants monitoring as context for understanding management's view of forward cash needs or valuation positioning.

CEO Nicolas Catoggio sold 5,000 shares of POST at $116.50 on 2025-02-25; holds 55,501 shares post-transaction.

Nicolas Catoggio, President & CEO of Post Holdings, sold 5,000 shares at $116.50 on 2025-02-25, reducing his holdings by 8.3% to 55,501 shares. This is the second sale within two weeks (a prior sale on 2025-02-12 is also in the same-ticker history), signaling active portfolio activity in February. The stock currently trades at $113.19, down 6.2% from its 52-week high of $120.72, and Catoggio's timing at $116.50 occurred near the recent peak. His cross-ticker track record shows 0 of 3 prior sells were well-timed at the 90-day mark (90d well-timed rate 0.00%), and at POST specifically, 0 of 1 measurable 90-day outcomes involved a post-sale decline. Post Holdings remains well-capitalized with $2.0B in revenue, net income of $113.3M, and a P/E of 16.31, so this sale does not appear to signal financial distress.

POST EVP Gray sold 15,157 shares (44% of holdings) at $115.80; retains 19,325 shares post-sale.

Diedre J. Gray, EVP, General Counsel and Chief Administrative Officer, sold 15,157 shares of Post Holdings for $1,755,166.96 on 2025-02-21, reducing her direct holdings from 34,482 shares to 19,325 shares. The sale at $115.80 occurred near the upper end of the 52-week range ($99.95–$120.72) and ahead of the current market price of $115.39, placing the transaction at a relative high in the company's recent trading bands. While the -44.0% reduction in holdings is substantial, the executive retained nearly 19.3K shares, indicating continued material personal investment in the company. No context is available regarding whether this transaction was scheduled under a 10b5-1 trading plan or discretionary timing.

POST CEO Catoggio sells 10,000 shares at $111.73; holds 60,501 shares post-sale

Nicolas Catoggio, President & CEO of Post Holdings, Inc., executed a sale of 10,000 shares at $111.73 on February 12, 2025, reducing his holdings by 14.2% from 70,501 to 60,501 shares. The stock has recovered 5.1% over the past 30 days and 6.4% over 90 days from the transaction price, moving back toward its 52-week high of $120.72. Catoggio's cross-ticker track record shows 2 prior sells with an average 30-day return of -0.1%, while his same-ticker history at POST includes a prior sell on 2024-12-02 (30d return -5.5%) and another on 2024-11-18 (30d return +5.3%), with no measurable 90-day outcomes yet available. This sale occurs while POST trades near the upper range of its 52-week band and continues a recent pattern of consecutive open-market sales by the CEO, warranting attention to whether this reflects portfolio rebalancing or broader positioning.