Erie Indemnity CFO Julie Pelkowski to retire

Erie Indemnity Company announced that Executive Vice President and Chief Financial Officer Julie M. Pelkowski will retire at the end of 2026.

Rhea-AI Filing Summary

Erie Indemnity Company announced that Executive Vice President and Chief Financial Officer Julie M. Pelkowski will retire at the end of 2026. She has worked at the company for more than 25 years and has served as EVP and CFO since 2023.

The company stated there was no disagreement or dispute between Ms. Pelkowski and Erie Indemnity that led to her decision to retire, indicating a planned leadership transition in the finance organization.

8-K Event Classification

Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers

1 item

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance

Key personnel changes including departures, elections, or appointments of directors and executive officers.

Key Figures

Retirement timing: end of 2026 Company tenure: more than 25 years CFO role start year: 2023 +1 more

4 metrics

Retirement timing end of 2026 Planned retirement date for EVP & CFO Julie M. Pelkowski

Company tenure more than 25 years Length of employment at Erie Indemnity for Julie M. Pelkowski

CFO role start year 2023 Year Julie M. Pelkowski became Executive Vice President and CFO

Announcement date May 21, 2026 Date Erie Indemnity disclosed the planned CFO retirement

Key Terms

Executive Vice President, Chief Financial Officer, Section 13 or 15(d) of the Securities Exchange Act of 1934, Emerging growth company

4 terms

Executive Vice President financial

"Ms. Pelkowski has been employed by the Company for more than 25 years and served as Executive Vice President and Chief Financial Officer since 2023."

An executive vice president is a high-ranking leader within a company who oversees major parts of its operations or strategies. Think of them as senior managers responsible for important areas, similar to a vice principal in a school hierarchy. Their role matters to investors because they help guide the company's success and decision-making at the top level.

Chief Financial Officer financial

"On May 21, 2026, Erie Indemnity Company announced that Julie M. Pelkowski will retire as Executive Vice President and Chief Financial Officer at the end of 2026."

A Chief Financial Officer (CFO) is the person in charge of a company's money and financial planning. They decide how to spend, save, and invest funds to help the company grow and stay stable. Their role is important because good financial decisions keep the company healthy and successful.

Section 13 or 15(d) of the Securities Exchange Act of 1934 regulatory

"Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934"

Emerging growth company regulatory

"Emerging growth company"

An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What leadership change did Erie Indemnity (ERIE) disclose in this 8-K filing?

Erie Indemnity disclosed that Executive Vice President and Chief Financial Officer Julie M. Pelkowski plans to retire at the end of 2026. She has been with the company for more than 25 years and has held the EVP and CFO roles since 2023.

When will Erie Indemnity CFO Julie M. Pelkowski retire?

Julie M. Pelkowski is expected to retire as Executive Vice President and Chief Financial Officer at the end of 2026. The company announced her planned retirement on May 21, 2026, providing a long transition window for leadership succession planning.

Did Erie Indemnity report any dispute related to the CFO’s retirement?

Erie Indemnity stated there was no disagreement or dispute between Julie M. Pelkowski and the company that led to her retirement decision. This language signals a routine, planned transition rather than a departure triggered by conflict or governance concerns.

How long has Erie Indemnity’s retiring CFO worked at the company?

Julie M. Pelkowski has been employed by Erie Indemnity for more than 25 years. She became Executive Vice President and Chief Financial Officer in 2023, meaning her retirement will conclude a long tenure with both operational and senior finance leadership experience.

What position does Julie M. Pelkowski currently hold at Erie Indemnity (ERIE)?

Julie M. Pelkowski currently serves as Executive Vice President and Chief Financial Officer at Erie Indemnity. She has held these titles since 2023 and will remain in the roles until her planned retirement at the end of 2026, according to the company’s disclosure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/21/2026 - 04:10 PM EDT Learn about SEC filing dates

0000922621false00009226212026-05-212026-05-21

Top of the Form

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): May 21, 2026

ERIE INDEMNITY COMPANY

(Exact name of registrant as specified in its charter)

Pennsylvania

0-24000

25-0466020

(State or other jurisdiction

(Commission

(IRS Employer

of incorporation)

File Number)

Identification No.)

100 Erie Insurance Place,

Erie,

Pennsylvania

16530

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code: 814 870-2000

Not applicable

Former name or former address, if changed since last report

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Class A common stock,

stated value $0.0292 per share

ERIE

NASDAQ Stock Market, LLC

(Title of each class)

(Trading Symbol)

(Name of each exchange on which registered)

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934.

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Top of the Form

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

Departure of Executive Vice President and Principal Financial Officer

On May 21, 2026, Erie Indemnity Company (the “Company”) announced that Julie M. Pelkowski will retire as Executive Vice President and Chief Financial Officer at the end of 2026. Ms. Pelkowski has been employed by the Company for more than 25 years and served as Executive Vice President and Chief Financial Officer since 2023. There was no disagreement or dispute between Ms. Pelkowski and the Company which led to her decision to retire.

Top of the Form

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Erie Indemnity Company

May 21, 2026

By:

/s/ Brian W. Bolash

Name: Brian W. Bolash

Title: EVP, Secretary & General Counsel

Filing Exhibits & Attachments

3 documents

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