STOCK TITAN

Erie Indemnity (NASDAQ: ERIE) EVP credited dividend-based deferred shares

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Erie Indemnity Company executive vice president and chief information officer Srinivasa Parthasarathy acquired 18.501 Incentive Compensation Deferral Plan share credits on July 21, 2026 through dividend reinvestment. These share credits represent rights to receive an equivalent number of Class A common shares upon retirement or separation, bringing his deferred share-credit balance to 2,748.676.

Positive

  • None.

Negative

  • None.
Insider Srinivasa Parthasarathy
Role EVP, Chief Information Officer
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits F1, F2, F3 18.501 $215.82 $4K
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 2,748.676 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 18.5010 Incentive Compensation Deferral Plan Share Credits credited on July 21, 2026
Share Credits following transaction 2748.6760 Total Incentive Compensation Deferral Plan Share Credits after the reported acquisition
Underlying security shares 18.5010 Underlying Erie Indemnity Class A common stock corresponding to the new share credits
Incentive Compensation Deferral Plan financial
"under the Erie Indemnity Company Incentive Compensation Deferral Plan."
Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically credited"
dividend reinvestment financial
"Acquired under dividend reinvestment for the Erie Indemnity Company Incentive"
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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What insider transaction did ERIE report for Srinivasa Parthasarathy?

Srinivasa Parthasarathy received 18.501 share credits under Erie Indemnity’s Incentive Compensation Deferral Plan. These credits were added on July 21, 2026 via dividend reinvestment and represent rights to receive an equivalent number of Class A common shares at retirement or separation.

How many deferred share credits does the ERIE executive hold after this Form 4 transaction?

After the reported transaction, Parthasarathy holds 2,748.676 Incentive Compensation Deferral Plan share credits. These credits track Erie Indemnity Class A common stock and are payable in an equivalent number of shares when he retires or otherwise separates from service with the company.

Was the ERIE Form 4 transaction made under a Rule 10b5-1 trading plan?

The Form 4 does not indicate use of a Rule 10b5-1 trading plan. The document-level Rule 10b5-1 checkbox is not marked as applicable, and the footnotes describe the transaction as dividend reinvestment within the Incentive Compensation Deferral Plan.

What type of security is reported in ERIE’s Form 4 for Srinivasa Parthasarathy?

The filing reports Incentive Compensation Deferral Plan Share Credits, a derivative tied to Erie Indemnity Class A common stock. Each share credit represents the right to receive one Class A share when the executive retires or otherwise separates from service with the company.

Does this ERIE Form 4 reflect open-market buying or selling of Class A common stock?

No, it reflects dividend reinvestment into deferred share credits, not open-market trades. The credits were acquired within the Incentive Compensation Deferral Plan and will convert into an equivalent number of Class A shares only upon retirement or separation from service.

What was the underlying security for the ERIE share credits reported?

The reported share credits are linked to Erie Indemnity Company Class A common stock. Each Incentive Compensation Deferral Plan share credit corresponds to a right to receive one Class A share when the reporting individual retires or otherwise separates from service with the company.
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*
Srinivasa Parthasarathy

(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)
EVP, Chief Information Officer
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)18.501 (3) (3)Class A Common Stock18.501$215.822,748.676D
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)