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Erie Indemnity (ERIE) CFO boosts deferred share credits via dividend reinvestment

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

Rhea-AI Filing Summary

Erie Indemnity Company executive Julie Marie Pelkowski, EVP & CFO, reported a routine Form 4 update to her deferred compensation and stock holdings. On January 21, 2026, she acquired 9.335 Incentive Compensation Deferral Plan Share Credits at $279.9 per share credit through dividend reinvestment under the company’s Incentive Compensation Deferral Plan. These share credits give her the right to receive an equivalent number of Erie Indemnity Class A common shares when she retires or otherwise leaves the company, and they do not have exercise or expiration dates.

Following this transaction, Pelkowski beneficially owned 1,795.968 deferral plan share credits and separately held 652.744 shares of Erie Indemnity Class A common stock directly. The filing reflects ongoing participation in a compensation deferral program rather than an open-market buy or sale.

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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*
Pelkowski Julie Marie

(Last) (First) (Middle)
100 ERIE INSURANCE PLACE

(Street)
ERIE PA 16530

(City) (State) (Zip)
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)
EVP & CFO
3. Date of Earliest Transaction (Month/Day/Year)
01/21/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 652.744 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 $0(1) 01/21/2026 J(2) 9.335 (3) (3) Class A Common Stock 9.335 $279.9 1,795.968 D
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 Attorney 01/23/2026
** 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.

FAQ

What did ERIE EVP & CFO Julie Marie Pelkowski report on this Form 4?

Julie Marie Pelkowski, EVP & CFO of Erie Indemnity Company (ERIE), reported the acquisition of 9.335 Incentive Compensation Deferral Plan Share Credits on January 21, 2026 under the company’s Incentive Compensation Deferral Plan.

How were the new ERIE deferral plan share credits acquired by the CFO?

The 9.335 share credits were acquired through dividend reinvestment in the Erie Indemnity Company Incentive Compensation Deferral Plan, rather than through open-market trading.

What do Erie Indemnity Incentive Compensation Deferral Plan Share Credits represent?

The deferral plan Share Credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when the executive retires or otherwise separates from service with the company, with no exercisable or expiration dates.

How many ERIE deferral plan share credits does the CFO hold after this transaction?

After the reported transaction, Julie Marie Pelkowski beneficially owned 1,795.968 Incentive Compensation Deferral Plan Share Credits directly under the Erie Indemnity Company Incentive Compensation Deferral Plan.

How many Erie Indemnity Class A shares does the CFO hold directly?

The filing shows that Julie Marie Pelkowski directly held 652.744 shares of Erie Indemnity Class A common stock following the reported activity.

Does this ERIE Form 4 indicate an open-market stock sale or purchase by the CFO?

No. The Form 4 describes dividend reinvestment into deferral plan share credits, a compensation-related adjustment, rather than an open-market stock purchase or sale.

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