STOCK TITAN

Erie Indemnity (ERIE) director adjusts deferred compensation share credits

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

Rhea-AI Filing Summary

Erie Indemnity Company director C. Scott Hartz reported routine updates to his holdings. A trust associated with him held 1,097.427 shares of Class A common stock indirectly. He also recorded 110.609 Directors' Deferred Compensation Share Credits at $253.85 per credit, bringing his deferred share credit balance to 19,309.235. These credits arise under the Outside Directors' Deferred Compensation and Stock Plans and represent rights to receive an equivalent number of Class A shares when his board service ends, with no set exercise or expiration dates.

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Insider HARTZ CHARLES SCOTT
Role null
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits 110.609 $253.85 $28K
holding Class A Common Stock -- -- --
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 19,309.235 shares (Direct, null); Class A Common Stock — 1,097.427 shares (Indirect, By C. Scott Hartz 2005 Delaware Trust)
Footnotes (1)
  1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. Acquired under dividend reinvestment for 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 1,097.427 shares Indirectly held via C. Scott Hartz 2005 Delaware Trust
Deferred share credits transacted 110.609 share credits Directors' Deferred Compensation Share Credits on 2026-04-21
Reference price per share credit $253.85 per credit Value for 110.609 Directors' Deferred Compensation Share Credits
Deferred share credits after transaction 19,309.235 share credits Balance of Directors' Deferred Compensation Share Credits after update
Directors' Deferred Compensation Share Credits financial
"Directors' Deferred Compensation Share Credits were adjusted by 110.609 units"
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"
Share Credits financial
"These Share Credits represent the right to receive an equivalent number of shares"
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*
HARTZ CHARLES SCOTT

(Last)(First)(Middle)
THE HARTZ GROUP
TWO BALA PLAZA, SUITE 300

(Street)
BALA CYNWYD PENNSYLVANIA 19004

(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)
04/21/2026
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 Stock1,097.427IBy C. Scott Hartz 2005 Delaware 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)04/21/2026J(2)110.609 (3) (3)Class A Common Stock110.609$253.8519,309.235D
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 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)

FAQ

What insider activity did ERIE director C. Scott Hartz report on this Form 4?

He reported routine updates to his holdings, including indirect ownership of 1,097.427 Erie Indemnity Class A shares via a trust and an adjustment involving 110.609 Directors' Deferred Compensation Share Credits tied to his role on the company’s board.

What are Directors' Deferred Compensation Share Credits at ERIE?

These are Share Credits periodically credited to certain Erie Indemnity directors under its Outside Directors' Stock and Deferred Compensation Plans. They represent the right to receive an equivalent number of Class A common shares when a director’s service ends, rather than immediate stock ownership.

How many deferred share credits does the ERIE director hold after this transaction?

After this transaction, C. Scott Hartz held 19,309.235 Directors' Deferred Compensation Share Credits. Each credit represents the right to receive one Erie Indemnity Class A common share when his service as a director ends, according to the plan’s terms.

At what price were the new ERIE deferred compensation share credits recorded?

The 110.609 Directors' Deferred Compensation Share Credits were recorded at $253.85 per credit. Footnotes explain these credits were acquired through dividend reinvestment under the Directors' Deferred Compensation Plan, rather than through open-market stock purchases or sales.

What does the ERIE Form 4 say about exercise or expiration dates for these share credits?

The filing states there are no exercisable or expiration dates for the Directors' Deferred Compensation Share Credits. Instead, they convert into an equivalent number of Erie Indemnity Class A common shares when the reporting individual’s service as a director with the company ends.