CATOGGIO NICOLAS

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.

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.

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 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.

CEO Nicolas Catoggio sold 6,000 shares of POST at $121.14 on 2024-12-02; retains 70,501 shares

Nicolas Catoggio, President & CEO of Post Holdings, sold 6,000 shares (representing 7.8% of his pre-transaction holdings) at $121.14 on December 2, 2024—a price near the 52-week high of $120.72. Post Holdings reported strong recent fundamentals with $1.9B in revenue last quarter, 13.3% annual revenue growth, and an attractive P/E of 16.82. This is Catoggio's second sale in two weeks (following an 11/18 sale), establishing a minor pattern of recent dispositions, though his cross-ticker track record shows only 1 prior open-market sell across all holdings. Without measurable post-transaction return data available yet, and given the strength of both the company's growth metrics and recent stock performance (+9.1% over 30 days), this sale cannot be characterized as either well-timed foresight or a confidence signal—it remains a discrete transaction in a narrow trading window.

POST CEO Catoggio sells 6,500 shares at $109.18 for $709,693.40; retains 76,501 shares.

CATOGGIO NICOLAS, President and CEO of Post Holdings, Inc., sold 6,500 shares at $109.18 on 2024-11-18, reducing his holdings from 83,001 shares to 76,501 shares (a 7.8% reduction in absolute position). The sale occurred at a price below the current market price of $110.31 and near the middle of the 52-week range of $84.21–$118.23. Despite the recent modest price declines (30-day change: -4.2%, 90-day change: -3.8%), the company maintains solid operational fundamentals, including annual revenue growth of +13.3% and a P/E of 15.49, suggesting no immediate distress signal. The CEO retains significant direct ownership at 76,501 shares, indicating continuing material alignment with shareholders.