Welcome to our dedicated page for Erie Indty Co SEC filings (Ticker: ERIE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This Erie Indemnity Co (ERIE) filings page provides access to the company’s public reports filed with the U.S. Securities and Exchange Commission. As a NASDAQ-listed insurance services company incorporated in Pennsylvania, Erie Indemnity uses SEC filings to disclose financial results, governance updates, and other material information related to its role in providing services to the Erie Insurance Exchange.
Through periodic and current reports, investors can review details of Erie Indemnity’s operating revenue, including management fee revenue for policy issuance and renewal services and administrative services, administrative services reimbursement revenue, and service agreement revenue. Filings also present operating expenses such as commissions and non-commission costs, as well as investment income, net realized and unrealized gains or losses, and impairment charges. Consolidated statements of financial position outline assets, liabilities, and shareholders’ equity.
Current reports on Form 8-K highlight specific events, such as the announcement of quarterly and nine-month financial results, updates on information security events, and Board-approved revisions to the company’s Code of Conduct and Code of Ethics for senior financial officers. These filings also confirm that Erie Indemnity’s Class A common stock trades on the NASDAQ Stock Market under the symbol ERIE.
On Stock Titan, SEC filings for ERIE are updated in line with EDGAR, and AI-powered summaries help explain the key points in each document. Users can quickly understand the implications of earnings releases furnished on Form 8-K, governance-related exhibits such as revised codes of conduct, and other regulatory disclosures without reading every line of the original filings.
Erie Indemnity Company director and 10% owner Elizabeth A. Vorsheck reported an automatic award of 39.474 Directors' Deferred Compensation Share Credits on January 31, 2026. These credits, granted under the Outside Directors' Stock Plan at $0 per credit, bring her directly held deferred share credit balance to 14,338.776, representing the right to receive the same number of Class A common shares when her board service ends.
The filing also lists substantial indirect holdings of Erie Indemnity Class A and Class B common stock through multiple trusts and a limited partnership where she serves in roles such as trustee, co‑trustee, beneficiary, or partner; these entries update ownership positions rather than record new share purchases or sales.
Erie Indemnity Company executive Douglas Edward Smith reported a small 401(k) plan transaction in company stock. On 01/31/2026, a participant-directed transaction under a 401(k) plan resulted in the acquisition of 2.579 shares of Class A common stock at $283.01 per share. Following this activity, Smith’s directly held balance in Class A common stock was 5,162.504 shares.
Erie Indemnity Company executive vice president Sarah Shine reported a participant-directed transaction in the company’s Class A common stock under a 401(k) plan. She acquired 6.535 shares at $283.01 per share on January 31, 2026, bringing her directly held balance to 528.196 shares.
The Form 4 also shows 2,678.365 Incentive Compensation Deferral Plan share credits. These share credits periodically accrue to select management under Erie Indemnity’s Incentive Compensation Deferral Plan and represent the right to receive an equivalent number of Class A shares upon retirement or other separation from service, with no set exercise or expiration dates.
Erie Indemnity’s executive vice president and chief financial officer, Julie Marie Pelkowski, reported a small participant-directed transaction in the company’s 401(k) plan. On January 31, 2026, she acquired 5.172 shares of Class A common stock at $283.01 per share, bringing her directly held balance to 657.916 shares.
The filing also notes 1,795.968 Incentive Compensation Deferral Plan Share Credits, which represent the right to receive an equivalent number of Class A shares when she retires or otherwise leaves the company. These share credits have no exercise or expiration dates and are part of a deferred compensation program for select management and highly compensated employees.
Erie Indemnity Company executive Anthony DaBreo reported a small change in his holdings of Class A common stock through a retirement plan transaction. On January 31, 2026, he acquired 6.247 shares of Erie Indemnity Class A common stock at $283.01 per share via a participant-directed transaction under a 401(k) plan.
Following this transaction, DaBreo beneficially owned 1,359.157 Class A shares, held in direct ownership form. The filing classifies the activity with transaction code "J," which indicates another type of non-standard transaction rather than an open-market trade.
Erie Indemnity Company executive Cody Cook, an Executive Vice President, reported a participant-directed transaction in the company’s Class A common stock under a 401(k) plan. On 01/31/2026, 6.93 shares were acquired at a price of $283.01 per share.
Following this transaction, Cook beneficially owned 1,115.945 shares of Class A common stock directly. He also held 1,276.289 Incentive Compensation Deferral Plan Share Credits, which represent the right to receive an equivalent number of Class A shares upon retirement or other separation from the company, with no exercisable or expiration dates.
Erie Indemnity director Thomas W. Palmer reported a deferred stock compensation grant. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits under the company’s Outside Directors' Deferred Compensation/Stock Plan at a reference price of $283.01 per share credit.
These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when his board service ends and have no expiration date. After this transaction, Palmer holds 15,587.581 share credits directly and 770 Class A common shares indirectly through the Thomas W. Palmer Revocable Trust.
Erie Indemnity Company director George R. Lucore reported a routine update to his equity holdings. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits at a reference value of $283.01 per share credit under the company’s Outside Directors' Deferred Compensation Plan.
These share credits track Erie Indemnity Class A common stock and represent the right to receive an equivalent number of shares when his board service ends, with no set exercise or expiration dates. After this transaction, Lucore beneficially owned 4,097.804 deferred share credits and 1,725 shares of Class A common stock, all held directly.
Erie Indemnity Company director Brian Arden Hudson Sr. reported an automatic award of deferred share credits rather than a cash payment. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits at $283.01 each under the company’s Outside Directors' Deferred Compensation Plan.
After this transaction, Hudson directly holds 3,305.818 deferred share credits, each representing the right to receive an equivalent number of Erie Indemnity Class A common shares when his board service ends, plus 295 Class A common shares held directly.
Erie Indemnity Company director C. Scott Hartz reported a routine compensation-related change in his holdings. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits at a reference value of $283.01 per share equivalent under the company’s Directors' Deferred Compensation Plan.
After this transaction, Hartz holds 19,159.151 deferred compensation share credits directly, each representing the right to receive an equivalent number of Class A common shares when his board service ends. The filing also notes 1,097.427 Erie Indemnity Class A common shares held indirectly through the C. Scott Hartz 2005 Delaware Trust.