Erie EVP reports small restructuring in Form 4

Erie Indemnity Company executive vice president Sarah Shine reported routine compensation-related holdings and a small restructuring transaction.

Rhea-AI Filing Summary

Erie Indemnity Company executive vice president Sarah Shine reported routine compensation-related holdings and a small restructuring transaction. On April 30, 2026, a Form 4 shows a J-coded “other” transaction involving 8.943 shares of Class A common stock at $218.93 per share, leaving her with 547.285 directly held shares.

The filing also reports Incentive Compensation Deferral Plan Share Credits tied to 2,693.796 underlying Class A shares. Footnotes explain these share credits are periodically credited for a select group of management under an incentive compensation deferral plan and represent the right to receive an equivalent number of Class A shares upon retirement or separation, with no set exercise or expiration dates.

Insider Trade Summary

Other: 8.943 shares

Other 2 txns

Insider Shine Sarah

Role Executive Vice President

Type	Security	Shares	Price	Value
Other	Class A Common Stock	8.943	$218.93	$2K
holding	Incentive Compensation Deferral Plan Share Credits	--	--	--

Holdings After Transaction: Class A Common Stock — 547.285 shares (Direct); Incentive Compensation Deferral Plan Share Credits — 2,693.796 contracts (Direct)

Footnotes (3)

1. F1. Participant directed transaction under 401(k) Plan.
2. F2. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
3. F3. The shares subject to this reporting are Share Credits which are periodically credited to the accounts of a select group of management and highly compensated employees of Erie Indemnity Company pursuant to its Incentive Compensation Deferral Plan. These Share Credits represent the right to receive an equivalent number of shares of Erie Indemnity Company Class A common stock when the reporting individual retires or otherwise separates from service with the Company. There are no exercisable or expiration dates for these securities.

Key Figures

Restructuring transaction size: 8.943 shares Transaction price: $218.93 per share Direct holdings after transaction: 547.285 shares +2 more

5 metrics

Restructuring transaction size 8.943 shares Class A Common Stock, code J on April 30, 2026

Transaction price $218.93 per share Price for 8.943 Class A shares, code J

Direct holdings after transaction 547.285 shares Class A Common Stock held directly by Sarah Shine

Deferral plan underlying shares 2,693.796 shares Underlying Class A shares for Incentive Compensation Deferral Plan Share Credits

Exercise price of share credits $0.0000 Incentive Compensation Deferral Plan Share Credits

Key Terms

Incentive Compensation Deferral Plan Share Credits, 401(k) Plan, Share Credits, Class A Common Stock

4 terms

Incentive Compensation Deferral Plan Share Credits financial

"The shares subject to this reporting are Share Credits which are periodically credited to the accounts of a select group of management..."

401(k) Plan financial

"Participant directed transaction under 401(k) Plan."

A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.

Share Credits financial

"These Share Credits represent the right to receive an equivalent number of shares of Erie Indemnity Company Class A common stock..."

Class A Common Stock financial

"These Share Credits represent the right to receive an equivalent number of shares of Erie Indemnity Company Class A common stock..."

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

FAQ

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

What insider activity did ERIE executive Sarah Shine report on this Form 4?

Sarah Shine reported a small J-coded “other” transaction involving 8.943 shares of Erie Indemnity Class A common stock at $218.93 per share, leaving her with 547.285 directly held shares after the transaction, according to the Form 4 filing.

What are the Incentive Compensation Deferral Plan Share Credits reported for ERIE?

The filing shows Incentive Compensation Deferral Plan Share Credits representing the right to receive 2,693.796 underlying Class A shares. These credits are periodically added for select management and highly compensated employees under Erie Indemnity’s Incentive Compensation Deferral Plan, with no exercisable or expiration dates.

How many Erie Indemnity Class A shares does Sarah Shine hold after the reported transaction?

After the April 30, 2026 transaction, Sarah Shine directly holds 547.285 shares of Erie Indemnity Class A common stock. This total reflects the impact of the 8.943-share J-coded “other acquisition or disposition” reported on the Form 4.

What does the J transaction code mean in Sarah Shine’s ERIE Form 4?

The Form 4 labels the Class A stock transaction with code J, described as an “Other acquisition or disposition.” This indicates the 8.943-share transaction was neither a standard open-market purchase nor sale, but another type of restructuring or transfer event.

How are the ERIE share credits under the Incentive Compensation Deferral Plan settled?

Footnotes state the reported Share Credits entitle the holder to receive an equivalent number of Erie Indemnity Class A common shares when the individual retires or otherwise separates from service with the company. The securities have no exercisable or expiration dates.

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

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Accepted by SEC EDGAR 05/01/2026 - 10:02 AM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Shine Sarah

(Last) (First) (Middle)

100 ERIE INSURANCE PLACE

(Street)

ERIE PENNSYLVANIA 16530

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
ERIE INDEMNITY CO [ ERIE ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Executive Vice President

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/30/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	04/30/2026		J(1)		8.943	A	$218.93	547.285	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Incentive Compensation Deferral Plan Share Credits	(2)							(3)	(3)	Class A Common Stock	2,693.796		2,693.796	D

Explanation of Responses:

1. Participant directed transaction under 401(k) Plan.

2. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.

3. The shares subject to this reporting are Share Credits which are periodically credited to the accounts of a select group of management and highly compensated employees of Erie Indemnity Company pursuant to its Incentive Compensation Deferral Plan. These Share Credits represent the right to receive an equivalent number of shares of Erie Indemnity Company Class A common stock when the reporting individual retires or otherwise separates from service with the Company. There are no exercisable or expiration dates for these securities.

Remarks:

	Rebecca A. Buona, Power of Attorney	05/01/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)