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Erie Indemnity Co (ERIE) SVP gains deferral plan share credits

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Erie Indemnity Co executive Jorie L. Novacek, SVP and Controller, acquired 6.7650 Incentive Compensation Deferral Plan Share Credits on July 21, 2026 at $215.8200 per share through dividend reinvestment.

These Share Credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when she retires or otherwise separates from service, have no exercisable or expiration dates, and bring her direct plan holdings to 1005.1240 Share Credits.

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Insider Novacek Jorie L
Role SVP, Controller
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits F1, F2, F3 6.765 $215.82 $1K
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 1,005.124 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 6.7650 credits Incentive Compensation Deferral Plan Share Credits acquired on July 21, 2026
Transaction price $215.8200 per share Price used for crediting 6.7650 Share Credits on July 21, 2026
Total share credits after transaction 1005.1240 credits Direct Incentive Compensation Deferral Plan Share Credits held after July 21, 2026
Underlying Class A common stock 6.7650 shares Underlying Erie Indemnity Company Class A common stock linked to this acquisition
Incentive Compensation Deferral Plan Share Credits financial
"Security title reported as Incentive Compensation Deferral Plan Share Credits"
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.
Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically credited to the accounts"

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FAQ

What insider transaction did ERIE executive Jorie Novacek report on this Form 4?

Jorie L. Novacek reported acquiring 6.7650 Incentive Compensation Deferral Plan Share Credits for Erie Indemnity (ERIE). The credits were added on July 21, 2026 through dividend reinvestment and are tied to an equivalent number of Class A common shares deliverable at retirement or separation.

How many ERIE deferral plan share credits does Jorie Novacek hold after this transaction?

After the reported transaction, Jorie Novacek holds 1005.1240 Incentive Compensation Deferral Plan Share Credits. These credits are book-entry rights under Erie Indemnity’s plan and correspond to an equivalent number of Class A common stock shares payable when she retires or otherwise leaves the company.

At what price were the ERIE share credits credited in Jorie Novacek’s account?

The 6.7650 share credits were credited at a transaction price of $215.8200 per share. They were acquired under dividend reinvestment within Erie Indemnity’s Incentive Compensation Deferral Plan and track the value of Class A common stock for future settlement.

What type of security did ERIE report for Jorie Novacek on this Form 4?

The filing reports Incentive Compensation Deferral Plan Share Credits, a derivative-type security linked to ERIE’s Class A common stock. These Share Credits represent the right to receive an equivalent number of shares in the future, with no exercisable or expiration dates.

When will the ERIE deferral plan share credits be paid to Jorie Novacek?

According to the filing, the Share Credits entitle Jorie Novacek to receive an equivalent number of Class A shares of Erie Indemnity when she retires or otherwise separates from service with the company. They remain as credits in her plan account until that event.
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)
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
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)6.765 (3) (3)Class A Common Stock6.765$215.821,005.124D
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)