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Erie Indemnity (ERIE) EVP adds 18.254 deferral share credits via dividend reinvestment

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Erie Indemnity Executive Vice President Sarah Shine acquired 18.2540 Incentive Compensation Deferral Plan Share Credits on July 21, 2026 through dividend reinvestment. This increased her plan balance to 2,712.0500 Share Credits, representing rights to receive Class A common stock at separation, and she also directly holds 557.5220 Class A shares.

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Insider Shine Sarah
Role Executive Vice President
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits F1, F2, F3 18.254 $215.82 $4K
holding Class A Common Stock -- -- --
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 2,712.05 shares (Direct); Class A Common Stock — 557.522 shares (Direct)
Footnotes (3)
  1. F1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
  2. F2. Acquired under dividend reinvestment for 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.
Share Credits Acquired 18.2540 Share Credits Incentive Compensation Deferral Plan transaction on July 21, 2026
Plan Share Credits After Transaction 2712.0500 Share Credits Total Incentive Compensation Deferral Plan Share Credits following the acquisition
Direct Class A Shares After Update 557.5220 shares Directly held Erie Indemnity Class A common stock after reported holdings line
Transaction Date 2026-07-21 Date the Share Credits were credited via dividend reinvestment
Incentive Compensation Deferral Plan financial
"pursuant to its Incentive Compensation Deferral Plan. These Share Credits represent the right"
Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically credited"
dividend reinvestment financial
"Acquired under dividend reinvestment for the Erie Indemnity Company Incentive Compensation Deferral 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.
Class A common stock financial
"receive an equivalent number of shares of Erie Indemnity Company Class A common stock when"
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.

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

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Form 4 Insider Transactions: What Each Field Means →

FAQ

What insider transaction did ERIE’s Sarah Shine report?
Sarah Shine reported acquiring 18.2540 Incentive Compensation Deferral Plan Share Credits in ERIE on July 21, 2026. The acquisition occurred through dividend reinvestment within Erie Indemnity Company’s Incentive Compensation Deferral Plan for select management and highly compensated employees.

What are Incentive Compensation Deferral Plan Share Credits at ERIE (ERIE)?
These Share Credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when the individual retires or otherwise separates from service. They have no exercisable or expiration dates, functioning as deferred equity-based compensation for eligible employees.

How were the new ERIE (ERIE) Share Credits acquired by Sarah Shine?
The additional 18.2540 Share Credits were acquired under dividend reinvestment in Erie Indemnity Company’s Incentive Compensation Deferral Plan. Dividends attributable to her existing deferral plan balance were reinvested, creating new Share Credits credited to her account on July 21, 2026.

Does this ERIE transaction give Sarah Shine immediate ERIE Class A common stock?
No. The reported holdings are Share Credits, which represent rights to receive an equivalent number of Erie Indemnity Class A common shares when she retires or otherwise separates from service. The securities have no exercisable or expiration dates and are deferred in nature.

Was Sarah Shine’s ERIE (ERIE) acquisition under a Rule 10b5-1 trading plan?
The report’s Rule 10b5-1 checkbox is not marked, and the footnotes describe the acquisition as arising from dividend reinvestment in the Incentive Compensation Deferral Plan. There is no indication in the disclosure that this transaction was executed under a Rule 10b5-1 trading plan.
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*
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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Executive Vice President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/21/2026		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 Stock557.522D
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(1)07/21/2026J(2)18.254 (3) (3)Class A Common Stock18.254$215.822,712.05D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
2. Acquired under dividend reinvestment for 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 Attorney07/23/2026
** 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)

Source: View Original Filing on SEC EDGAR