Erie Indemnity director adds deferred share credits

Erie Indemnity Company director Charles Scott Hartz acquired 132.6100 Directors' Deferred Compensation Share Credits on 2026-07-21 through dividend reinvestment under the Directors' Deferred Compensation Plan.

Rhea-AI Filing Summary

Erie Indemnity Company director Charles Scott Hartz acquired 132.6100 Directors' Deferred Compensation Share Credits on 2026-07-21 through dividend reinvestment under the Directors' Deferred Compensation Plan. These Share Credits track Class A common stock and represent the right to receive an equivalent number of shares when his board service ends, with no exercise or expiration dates.

After this transaction, Hartz held 19,441.8450 deferred Share Credits directly and 1,097.4270 Class A common shares indirectly through the C. Scott Hartz 2005 Delaware Trust. The transaction was not reported as being made under a Rule 10b5-1 trading plan.

Insider Trade Summary

Other: 132.61 shares

Other 2 txns

Insider HARTZ CHARLES SCOTT

Role Director

Type	Security	Shares	Price	Value
Other	Directors' Deferred Compensation Share Credits F1, F2, F3	132.61	$215.82	$29K
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Directors' Deferred Compensation Share Credits — 19,441.845 contracts (Direct); Class A Common Stock — 1,097.427 shares (Indirect, By C. Scott Hartz 2005 Delaware Trust)

Footnotes (3)

1. F1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
2. F2. Acquired under dividend reinvestment for Directors' Deferred Compensation Plan.
3. F3. The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities.

Key Figures

Deferred Share Credits Acquired: 132.6100 Share Credits Reference Price per Share Credit: $215.8200 per Share Credit Total Deferred Share Credits After Transaction: 19,441.8450 Share Credits +2 more

5 metrics

Deferred Share Credits Acquired 132.6100 Share Credits Directors' Deferred Compensation Share Credits acquired on 2026-07-21 via dividend reinvestment

Reference Price per Share Credit $215.8200 per Share Credit Per-share value associated with the deferred Share Credits transaction

Total Deferred Share Credits After Transaction 19,441.8450 Share Credits Direct holdings of Directors' Deferred Compensation Share Credits following the acquisition

Indirect Class A Shares Held 1,097.4270 shares Class A Common Stock held indirectly by C. Scott Hartz 2005 Delaware Trust after the reported date

Conversion Price $0.0000 Conversion price noted as not applicable under the Outside Directors' Deferred Compensation Plan

Key Terms

Directors' Deferred Compensation Share Credits, Outside Directors' Deferred Compensation Plan, Outside Directors' Stock Plan, dividend reinvestment, +1 more

5 terms

Directors' Deferred Compensation Share Credits financial

"132.6100 Directors' Deferred Compensation Share Credits on 2026-07-21"

Outside Directors' Deferred Compensation Plan financial

"shares granted under the Outside Directors' Deferred Compensation Plan"

Outside Directors' Stock Plan financial

"credited to the accounts of certain Directors pursuant to its Outside Directors' Stock Plan"

dividend reinvestment financial

"Acquired under dividend reinvestment for Directors' Deferred Compensation Plan"

Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.

Rule 10b5-1 trading plan financial

"The transaction was not reported as being made under a Rule 10b5-1 trading plan"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

FAQ

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

What insider transaction did Erie Indemnity (ERIE) director Charles Scott Hartz report?

Charles Scott Hartz reported acquiring 132.6100 deferred Share Credits tied to Erie Indemnity Class A stock. The credits were added on 2026-07-21 through dividend reinvestment under the company’s Directors' Deferred Compensation Plan.

How many deferred share credits does Charles Scott Hartz now hold at Erie Indemnity (ERIE)?

Following the reported transaction, Hartz directly holds 19,441.8450 deferred Share Credits. These credits represent the right to receive an equivalent number of Erie Indemnity Class A shares when his service as a director ends.

Does the Erie Indemnity (ERIE) Form 4 show additional indirect holdings for Charles Scott Hartz?

Yes. The filing shows Hartz indirectly holds 1,097.4270 Class A Common Stock through the C. Scott Hartz 2005 Delaware Trust. This entry reflects his post-transaction indirect position rather than a new buy or sale.

Were the Erie Indemnity (ERIE) insider transactions made under a Rule 10b5-1 plan?

No. The Form 4’s Rule 10b5-1 checkbox is not marked as affirming a trading plan. There is no footnote indicating that the reported acquisition occurred under a pre-arranged Rule 10b5-1 trading arrangement.

What are Directors' Deferred Compensation Share Credits at Erie Indemnity (ERIE)?

These are Share Credits periodically credited to certain directors’ accounts under the Outside Directors' Stock Plan. They represent the right to receive an equivalent number of Erie Indemnity Class A shares when the director’s service ends and have no expiration date.

What price per share applies to the Erie Indemnity (ERIE) deferred share credits acquired?

The transaction references a value of $215.8200 per Share Credit, but a footnote explains that a conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan, clarifying the economic nature of the credits.

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

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Accepted by SEC EDGAR 07/22/2026 - 03:33 PM 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^*

HARTZ CHARLES SCOTT

(Last) (First) (Middle)

THE HARTZ GROUP

TWO BALA PLAZA, SUITE 300

(Street)

BALA CYNWYD PENNSYLVANIA 19004

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/21/2026

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								1,097.427	I	By C. Scott Hartz 2005 Delaware Trust

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
Directors' Deferred Compensation Share Credits	$0(1)	07/21/2026		J(2)		132.61		(3)	(3)	Class A Common Stock	132.61	$215.82	19,441.845	D

Explanation of Responses:

1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.

2. Acquired under dividend reinvestment for Directors' Deferred Compensation Plan.

3. The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities.

Remarks:

	Rebecca A. Buona, Power of Attorney	07/22/2026
	** 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)