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Erie Indemnity (ERIE) director receives 65 deferred share credits

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

HARTZ CHARLES SCOTT reported acquisition or exercise transactions in this Form 4 filing.

Erie Indemnity Company director Charles Scott Hartz reported receiving 65 Directors' Deferred Compensation Share Credits on 2026-07-31 under the company's Outside Directors' Deferred Compensation Plan. This increased his deferred share-credit balance to 19,506.845. He also reports indirect ownership of 1,097.427 Class A common shares held through the C. Scott Hartz 2005 Delaware Trust.

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Insider HARTZ CHARLES SCOTT
Role Director
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits F1, F2, F3 65 $242.04 $16K
holding Class A Common Stock -- -- --
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 19,506.845 shares (Direct); Class A Common Stock — 1,097.427 shares (Indirect, By C. Scott Hartz 2005 Delaware Trust)
Footnotes (3)
  1. F1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
  2. F2. Acquired under 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.
Share credits acquired 65.0000 share credits Directors' Deferred Compensation Share Credits acquired on 2026-07-31
Price per share credit $242.0400 Value used for 65 deferred compensation share credits on 2026-07-31
Deferred share credits balance 19506.8450 share credits Total Directors' Deferred Compensation Share Credits following transaction
Indirect Class A shares 1097.4270 shares Class A common stock held indirectly by C. Scott Hartz 2005 Delaware Trust
Directors' Deferred Compensation Share Credits financial
"Security title reported as Directors' Deferred Compensation Share Credits for the director"
Outside Directors' Deferred Compensation Plan financial
"Shares granted under the Outside Directors' Deferred Compensation Plan"
Outside Directors' Stock Plan financial
"credited pursuant to its Outside Directors' Stock Plan and represent the right to receive shares"

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FAQ

What insider transaction did ERIE director Charles Scott Hartz report?

Charles Scott Hartz reported receiving 65 Directors' Deferred Compensation Share Credits on 2026-07-31 under Erie Indemnity's Outside Directors' Deferred Compensation Plan, increasing his deferred share-credit balance to 19,506.845 tied to future delivery of Class A common stock.

How many deferred share credits does ERIE director Hartz now hold?

After the reported transaction, Charles Scott Hartz holds 19,506.845 Directors' Deferred Compensation Share Credits. These credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when his service as a director ends, with no expiration date.

What are Directors' Deferred Compensation Share Credits at ERIE?

The filing explains that these Share Credits are periodically credited to directors' accounts under the Outside Directors' Stock Plan and represent the right to receive an equivalent number of Class A common shares when board service ends, with no exercisable or expiration dates.

What indirect ERIE Class A share holdings does Hartz report?

Hartz reports indirect ownership of 1,097.427 Class A common shares of Erie Indemnity Company. These shares are held by the C. Scott Hartz 2005 Delaware Trust, and are listed separately from his deferred compensation share credits in the ownership table.

Does this ERIE Form 4 show a market purchase or sale of stock?

The Form 4 does not report an open-market purchase (code P) or sale (code S). It shows an acquisition of 65 deferred compensation share credits under a director plan and reports 1,097.427 Class A shares held indirectly through a trust, with no buy or sell code.
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)
07/31/2026
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)07/31/2026J(2)65 (3) (3)Class A Common Stock65$242.0419,506.845D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
2. Acquired under 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 Attorney08/03/2026
** 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)