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Erie Indemnity director adds deferred share credits

Erie Indemnity Company director LuAnn Datesh reported acquiring 29.9590 Directors' Deferred Compensation Share Credits on 2026-07-21 through dividend reinvestment under the company's outside directors compensation plans.

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Form Type
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Rhea-AI Filing Summary

Erie Indemnity Company director LuAnn Datesh reported acquiring 29.9590 Directors' Deferred Compensation Share Credits on 2026-07-21 through dividend reinvestment under the company's outside directors compensation plans. These share credits represent the right to receive an equivalent number of Class A common shares when her board service ends and have no expiration date. Following this credit, she holds a total of 4191.0760 deferred share credits and also reports directly holding 410.0000 shares of Class A common stock.

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Insider Datesh LuAnn
Role Director
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits F1, F2, F3 29.959 $215.82 $6K
holding Class A Common Stock -- -- --
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 4,191.076 contracts (Direct); Class A Common Stock — 410 shares (Direct)
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.
Deferred share credits acquired 29.9590 share credits Directors' Deferred Compensation Share Credits acquired on 2026-07-21 via dividend reinvestment
Total deferred share credits after transaction 4191.0760 share credits Aggregate Directors' Deferred Compensation Share Credits held by LuAnn Datesh after 2026-07-21 transaction
Direct Class A common shares held 410.0000 shares Directly held Erie Indemnity Class A common stock reported as of 2026-07-21
Directors' Deferred Compensation Share Credits financial
"security_title: 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
"pursuant to its Outside Directors' Stock Plan. These Share Credits represent the right"
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.

FAQ

What insider transaction did ERIE director LuAnn Datesh report?

LuAnn Datesh reported acquiring 29.9590 Directors' Deferred Compensation Share Credits on 2026-07-21. The credits were obtained through dividend reinvestment under Erie Indemnity's outside directors compensation plans and represent rights to receive Class A common shares when her board service ends.

How many ERIE deferred compensation share credits does LuAnn Datesh hold after this transaction?

After the reported transaction, LuAnn Datesh holds 4191.0760 Directors' Deferred Compensation Share Credits. These credits are periodically credited under Erie Indemnity's Outside Directors' Stock Plan and convert into an equivalent number of Class A common shares when her board service concludes.

How many ERIE Class A common shares does LuAnn Datesh directly own?

LuAnn Datesh reports directly holding 410.0000 shares of Erie Indemnity Class A common stock. This direct ownership position is reported separately from her deferred compensation share credits, which represent future rights to receive additional Class A shares.

How were LuAnn Datesh's new ERIE share credits acquired?

The additional 29.9590 Directors' Deferred Compensation Share Credits were acquired through dividend reinvestment under Erie Indemnity's Directors' Deferred Compensation Plan. Instead of receiving cash dividends, the amount was reinvested to credit additional share units to her deferred account.

Do LuAnn Datesh's ERIE deferred share credits have an exercise or expiration date?

The reported share credits have no exercisable or expiration dates. Under Erie Indemnity's Outside Directors' Stock Plan, they represent the right to receive an equivalent number of Class A common shares when the director's service ends, rather than traditional options with set terms.

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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*
Datesh LuAnn

(Last)(First)(Middle)
333 OAK FOREST DRIVE

(Street)
PITTSBURGH PENNSYLVANIA 15216

(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)
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 Stock410D
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)07/21/2026J(2)29.959 (3) (3)Class A Common Stock29.959$215.824,191.076D
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 Attorney07/22/2026
** 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)

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