STOCK TITAN

Erie Indemnity EVP acquires 4.415 shares in 401(k)

ERIE INDEMNITY CO (ERIE) reported an insider ownership update for Executive Vice President Cody Cook.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

ERIE INDEMNITY CO (ERIE) reported an insider ownership update for Executive Vice President Cody Cook. On August 31, 2026, Cook acquired 4.415 shares of Class A common stock at $255.56 per share through a participant-directed transaction under a 401(k) Plan, bringing his directly held Class A shares to 1,163.451. He also holds 1,292.341 Incentive Compensation Deferral Plan Share Credits, representing the right to receive an equivalent number of Class A shares upon retirement or separation from service, with no exercisable or expiration dates.

Positive

  • None.

Negative

  • None.
Insider Cook Cody
Role Executive Vice President
Type Security Shares Price Value
Other Class A Common Stock F1 4.415 $255.56 $1K
holding Incentive Compensation Deferral Plan Share Credits F2, F3 -- -- --
Holdings After Transaction: Class A Common Stock — 1,163.451 shares (Direct); Incentive Compensation Deferral Plan Share Credits — 1,292.341 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.
Shares acquired 4.415 shares of Class A Common Stock Participant-directed 401(k) Plan transaction on August 31, 2026
Transaction price per share $255.5600 per share Acquisition of 4.415 Class A shares on August 31, 2026
Direct Class A shares after transaction 1,163.451 shares Total Class A Common Stock directly held by Cody Cook after the 401(k) transaction
Incentive Compensation Deferral Plan Share Credits 1,292.341 underlying shares Right to receive an equivalent number of ERIE Class A shares upon retirement or separation
Restructuring shares flagged 4.415 shares TransactionSummary classifies the J-code event as restructuringShares
Incentive Compensation Deferral Plan Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically credited"
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"
highly compensated employees financial
"a select group of management and highly compensated employees of Erie Indemnity Company"

FAQ

What insider transaction did ERIE (ERIE) report for Cody Cook on August 31, 2026?

Cody Cook, Executive Vice President, acquired 4.415 shares of ERIE Class A common stock on August 31, 2026 via a participant-directed transaction under a 401(k) Plan at $255.56 per share.

How many ERIE (ERIE) Class A shares does Cody Cook hold after this transaction?

Following the August 31, 2026 transaction, Cody Cook directly holds 1,163.451 shares of ERIE Class A common stock, as reported in the Form 4 filing.

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

Cody Cook holds 1,292.341 Incentive Compensation Deferral Plan Share Credits, each representing the right to receive one ERIE Class A share when he retires or otherwise separates from service, with no exercisable or expiration dates.

Was Cody Cook’s ERIE (ERIE) transaction under a Rule 10b5-1 trading plan?

No. The filing’s Rule 10b5-1 checkbox is not checked, and the Form 4 identifies the transaction as a participant-directed transaction under a 401(k) Plan, not under a 10b5-1 trading plan.

What does the transaction code J mean in Cody Cook’s ERIE (ERIE) Form 4?

The Form 4 uses code J, described as an “Other acquisition or disposition”. In this case it reflects a participant-directed acquisition of ERIE Class A shares through a 401(k) Plan, rather than an open-market purchase or sale.

Do Cody Cook’s ERIE (ERIE) Share Credits have an exercise price or expiration?

No. The filing states that the conversion price is not applicable to these Share Credits and that there are no exercisable or expiration dates; they are settled in ERIE Class A shares when he retires or separates from service.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Cook Cody

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Executive Vice President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/31/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Class A Common Stock08/31/2026J(1)4.415A$255.561,163.451D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Incentive Compensation Deferral Plan Share Credits(2) (3) (3)Class A Common Stock1,292.3411,292.341D
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 Attorney09/01/2026
** Signature of Reporting PersonDate
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)