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Erie Indemnity (ERIE) director updates trust holdings and deferred share credits

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

Rhea-AI Filing Summary

ERIE INDEMNITY CO director Thomas W. Palmer reported updated holdings, primarily reflecting board compensation arrangements rather than market trades. One entry shows indirect ownership of 770 shares of Class A common stock held through the Thomas W. Palmer Revocable Trust. A second entry records 39.475 Directors' Deferred Compensation Share Credits acquired under the company’s Directors' Deferred Compensation Plan at a reference value of $253.63 per share, bringing his total share credits to 15,627.056. Footnotes explain these share credits are periodically credited under the Outside Directors' Stock Plan and represent the right to receive an equivalent number of Class A shares when his board service ends, with no exercise or expiration dates.

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Insider Palmer Thomas W
Role null
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits 39.475 $253.63 $10K
holding Class A Common Stock -- -- --
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 15,627.056 shares (Direct, null); Class A Common Stock — 770 shares (Indirect, By Thomas W. Palmer Revocable Trust)
Footnotes (1)
  1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. Acquired under Directors' Deferred Compensation Plan. 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.
Indirect Class A shares 770 shares Class A Common Stock held indirectly by revocable trust
New deferred share credits 39.475 share credits Directors' Deferred Compensation Share Credits transaction on April 20, 2026
Deferred credits price $253.63 per share credit Transaction price per share for Directors' Deferred Compensation Share Credits
Total deferred share credits 15,627.056 share credits Balance of Directors' Deferred Compensation Share Credits after transaction
Conversion price $0.00 Conversion price noted as not applicable for these deferred grants
Directors' Deferred Compensation Share Credits financial
"Directors' Deferred Compensation Share Credits"
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"
Revocable Trust financial
"By Thomas W. Palmer Revocable Trust"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
Form 4 Insider Transactions: What Each Field Means →
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*
Palmer Thomas W
(Last)(First)(Middle)
MARSHALL & MELHORN
FOUR SEAGATE, 8TH FLOOR
(Street)
TOLEDO OHIO 43604
(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/20/2026		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 Stock770IBy Thomas W. Palmer Revocable 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Directors' Deferred Compensation Share Credits$0(1)04/20/2026J(2)39.475 (3) (3)Class A Common Stock39.475$253.6315,627.056D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
2. Acquired under 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 Attorney04/22/2026
** 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

FAQ

What did ERIE (ERIE) director Thomas W. Palmer report in this Form 4?

Thomas W. Palmer reported updated holdings in Erie Indemnity. He listed 770 Class A Common shares held indirectly via his revocable trust and 39.475 additional Directors' Deferred Compensation Share Credits, bringing his deferred compensation share credits balance to 15,627.056 under the company’s director plans.

How many ERIE Class A shares does Thomas W. Palmer hold indirectly?

Thomas W. Palmer reported indirect ownership of 770 Class A Common shares. These shares are held by the Thomas W. Palmer Revocable Trust, as disclosed in the Form 4. This indirect position is separate from his Directors' Deferred Compensation Share Credits reported as a derivative holding.

What are ERIE Directors' Deferred Compensation Share Credits reported by Palmer?

The Directors' Deferred Compensation Share Credits are instruments credited to directors’ accounts under Erie Indemnity’s plans. They represent the right to receive an equivalent number of Class A common shares when board service ends, with no exercisable or expiration dates, functioning as deferred stock-based compensation.

How many deferred share credits does Palmer have after this ERIE transaction?

After this transaction, Thomas W. Palmer reported holding 15,627.056 Directors' Deferred Compensation Share Credits. The filing shows 39.475 share credits associated with this event, acquired under the Directors' Deferred Compensation Plan, increasing his total deferred share credit balance to that reported amount.

At what reference value were the new ERIE deferred share credits recorded?

The newly recorded 39.475 Directors' Deferred Compensation Share Credits were valued at $253.63 per share in the filing. This price appears as the transaction price per share for the derivative entry, reflecting the value used to credit the compensation-related share credits.

Do ERIE Directors' Deferred Compensation Share Credits have an exercise or expiration date?

According to the filing footnotes, the Directors' Deferred Compensation Share Credits have no exercisable or expiration dates. They are periodically credited under the Outside Directors' Stock Plan and convert into an equivalent number of Class A common shares when the director’s board service ends.