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Director LuAnn Datesh updates ERIE (ERIE) holdings with new deferred share credits

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

Rhea-AI Filing Summary

Director LuAnn Datesh reported updated holdings in ERIE INDEMNITY CO. Following the activity, she directly holds 410 shares of Class A common stock and 4,137.281 Directors' Deferred Compensation Share Credits, which were acquired under the company’s Outside Directors' Deferred Compensation and Stock Plans.

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Insider Datesh LuAnn
Role null
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits 39.475 $253.63 $10K
holding Class A Common Stock -- -- --
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 4,137.281 shares (Direct, null); Class A Common Stock — 410 shares (Direct, null)
Footnotes (1)
  1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. Acquired under 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.
Deferred share credits added 39.475 share credits Directors' Deferred Compensation Share Credits, code J transaction on April 20, 2026
Reference value per share credit $253.63 per share credit Reported transaction price for 39.475 Directors' Deferred Compensation Share Credits
Deferred share credits after transaction 4,137.281 share credits Directors' Deferred Compensation Share Credits following April 20, 2026 transaction
Common shares held after transaction 410 shares Class A Common Stock directly owned after reported holding entry
Directors' Deferred Compensation Share Credits financial
"Directors' Deferred Compensation Share Credits, transaction code J, 39.4750 shares"
Outside Directors' Deferred Compensation Plan financial
"Conversion price is not applicable to 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 to receive an equivalent number of shares"
Share Credits financial
"These Share Credits represent the right to receive an equivalent number of shares of Erie Indemnity Company Class A common stock"
Form 4 Insider Transactions: What Each Field Means →
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)
04/20/2026		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)04/20/2026J(2)39.475 (3) (3)Class A Common Stock39.475$253.634,137.281D
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 Attorney04/21/2026
** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider activity did ERIE (ERIE) director LuAnn Datesh report?

LuAnn Datesh reported an update to her holdings, including Class A common stock and Directors' Deferred Compensation Share Credits. The filing reflects routine plan-related share credits rather than an open-market purchase or sale, based on an “other transaction” code J and related plan footnotes.

How many ERIE (ERIE) Class A shares does LuAnn Datesh hold after this Form 4?

After the reported activity, LuAnn Datesh directly holds 410 shares of ERIE Class A common stock. This figure represents her direct ownership position in the company’s common stock as of the transaction date disclosed in the Form 4 filing on April 20, 2026.

What are Directors' Deferred Compensation Share Credits for ERIE (ERIE)?

Directors' Deferred Compensation Share Credits are bookkeeping entries credited under ERIE’s Outside Directors' Deferred Compensation and Stock Plans. They represent the right to receive an equivalent number of Class A common shares when a director’s service ends, rather than currently exercisable securities with a traditional expiration date.

How many deferred compensation share credits does LuAnn Datesh have at ERIE (ERIE)?

Following the transaction, LuAnn Datesh holds 4,137.281 Directors' Deferred Compensation Share Credits. These credits correspond to a right to receive an equal number of ERIE Class A common shares when her board service concludes, according to the plan-related footnote disclosures in the Form 4.

Did LuAnn Datesh buy or sell ERIE (ERIE) shares in this Form 4 filing?

The Form 4 does not show an open-market buy or sell by LuAnn Datesh. Instead, it reports an “other” transaction (code J) involving 39.475 Directors' Deferred Compensation Share Credits acquired under the company’s Outside Directors' Deferred Compensation Plan.

What is the price reference for the new ERIE (ERIE) deferred share credits?

The filing reports 39.475 Directors' Deferred Compensation Share Credits at a reference value of $253.63 per credit. This price is used in the Form 4 disclosure for the plan-related crediting event and does not necessarily represent an open-market trade price.