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Erie Indemnity (ERIE) SVP Novacek adds 206.656 deferred share credits

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

Rhea-AI Filing Summary

Erie Indemnity Company senior vice president and controller Jorie L. Novacek reported a compensation-related adjustment, not an open-market trade. On this Form 4, 206.656 Incentive Compensation Deferral Plan Share Credits, tied to Class A common stock, were credited from a Long Term Incentive Plan award.

These share credits represent the right to receive an equivalent number of Erie Indemnity Class A shares when Novacek retires or otherwise leaves the company, with no exercise or expiration dates. Following this adjustment, the account reflects 998.359 share credits.

Positive

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Insider Novacek Jorie L
Role SVP, Controller
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits 206.656 $227.22 $47K
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 998.359 shares (Direct, null)
Footnotes (1)
  1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan. Acquired under the Erie Indemnity Company Incentive Compensation Deferral Plan from a Long Term Incentive Plan award. 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 added 206.656 share credits Incentive Compensation Deferral Plan transaction on 2026-06-05
Reference price per share credit $227.2200 Plan share credit value on 2026-06-05
Share credits after transaction 998.359 share credits Total Incentive Compensation Deferral Plan share credits post-transaction
Incentive Compensation Deferral Plan Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically credited"
Long Term Incentive Plan award financial
"Acquired under the Erie Indemnity Company Incentive Compensation Deferral Plan from a Long Term Incentive Plan award."
Incentive Compensation Deferral Plan financial
"pursuant to its Incentive Compensation Deferral Plan."
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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*
Novacek Jorie L

(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)
SVP, Controller
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026
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
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)06/05/2026J(2)206.656 (3) (3)Class A Common Stock206.656$227.22998.359D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
2. Acquired under the Erie Indemnity Company Incentive Compensation Deferral Plan from a Long Term Incentive Plan award.
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 Attorney06/08/2026
** 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)

FAQ

What did Erie Indemnity (ERIE) insider Jorie L. Novacek report on this Form 4?

Jorie L. Novacek reported 206.656 Incentive Compensation Deferral Plan Share Credits. These credits stem from a Long Term Incentive Plan award and are compensation-related, representing rights to future Erie Indemnity Class A shares rather than an immediate stock market purchase or sale.

Are the Erie Indemnity (ERIE) transactions by Jorie L. Novacek open-market buys or sells?

The reported activity is not an open-market buy or sell. It reflects an "other" type transaction, where share credits were acquired under Erie Indemnity’s Incentive Compensation Deferral Plan rather than through public market trading, so it does not signal discretionary stock buying or selling.

What are Incentive Compensation Deferral Plan Share Credits at Erie Indemnity (ERIE)?

These share credits are bookkeeping entries periodically credited for select managers and highly compensated employees. Each credit represents the right to receive an equivalent Erie Indemnity Class A share upon retirement or separation from service, functioning as deferred stock-based compensation rather than currently exercisable securities.

How many Erie Indemnity (ERIE) share credits does Jorie L. Novacek hold after this transaction?

After this transaction, Novacek’s account shows 998.359 Incentive Compensation Deferral Plan Share Credits. Each credit represents a right to receive one Erie Indemnity Class A common share in the future, aligning with the company’s deferred compensation structure for senior management.

Do the Erie Indemnity (ERIE) share credits reported have an exercise or expiration date?

These share credits have no exercisable or expiration dates. Instead, they convert into an equivalent number of Erie Indemnity Class A common shares when the reporting individual retires or otherwise separates from service, making them a long-term deferred compensation vehicle.