Erie Indemnity CEO updates deferred share credits

Erie Indemnity Company President & CEO Timothy G. Necastro reported updated holdings of Class A common stock and deferred share credits.

Rhea-AI Filing Summary

Erie Indemnity Company President & CEO Timothy G. Necastro reported updated holdings of Class A common stock and deferred share credits. A Form 4 shows an additional 74 Incentive Compensation Deferral Plan Share Credits acquired through dividend reinvestment at $253.85 per credit, bringing his plan balance to 12,918.338 share credits, each representing the right to receive one Class A share upon retirement or separation. He also reports 9,541 Class A shares held directly and 278 shares held indirectly in a Roth IRA, with no open-market buys or sells disclosed.

Insider Trade Summary

Other: 74 shares

Other 3 txns

Insider NECASTRO TIMOTHY G

Role President & CEO

Type	Security	Shares	Price	Value
Other	Incentive Compensation Deferral Plan Share Credits	74	$253.85	$19K
holding	Class A Common Stock	--	--	--
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 12,918.338 contracts (Direct); Class A Common Stock — 9,541 shares (Direct); Class A Common Stock — 278 shares (Indirect, By ROTH IRA for Self)

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.

Key Figures

New share credits: 74 share credits Price per share credit: $253.85 Total deferred share credits: 12,918.338 share credits +2 more

5 metrics

New share credits 74 share credits Incentive Compensation Deferral Plan, acquired via dividend reinvestment

Price per share credit $253.85 Dividend reinvestment price for 74 share credits

Total deferred share credits 12,918.338 share credits Balance after transaction in Incentive Compensation Deferral Plan

Direct Class A holdings 9,541 shares Class A common stock held directly after reported update

Indirect Roth IRA holdings 278 shares Class A common stock held indirectly via Roth IRA

Key Terms

Incentive Compensation Deferral Plan Share Credits, dividend reinvestment, Class A Common Stock, ROTH IRA, +1 more

5 terms

Incentive Compensation Deferral Plan Share Credits financial

"security_title: "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.

Class A Common Stock financial

"security_title: "Class A Common Stock""

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

ROTH IRA financial

"nature_of_ownership: "By ROTH IRA for Self""

A Roth IRA is a retirement savings account you fund with money that’s already been taxed, and withdrawals taken in retirement under the account rules are tax-free. It matters to investors because it shifts the tax bill to today instead of retirement, potentially increasing after-tax income later—think of it like paying for a lifetime subscription now so you can use it without extra charges in the future—helpful for long-term tax planning and flexibility.

share credits financial

"These Share Credits represent the right to receive an equivalent number of shares"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Erie Indemnity (ERIE) CEO Timothy Necastro report in this Form 4?

Timothy G. Necastro reported updated holdings in Erie Indemnity Class A common stock and deferred share credits. The filing mainly reflects routine dividend reinvestment and updated balances, with no open‑market purchases or sales of shares disclosed in the reported transactions.

How many deferred share credits did the ERIE CEO add under the incentive plan?

He added 74 Incentive Compensation Deferral Plan Share Credits through dividend reinvestment at $253.85 per credit. These credits increase his right to receive an equivalent number of Erie Indemnity Class A shares upon retirement or separation from service with the company.

What is Timothy Necastro’s total deferred share credit balance at Erie Indemnity?

After the latest dividend reinvestment, his Incentive Compensation Deferral Plan account holds 12,918.338 share credits. Each credit represents the right to receive one Erie Indemnity Class A common share when he retires or otherwise separates from service, with no set exercise or expiration dates.

How many Erie Indemnity Class A shares does the CEO hold directly and indirectly?

He reports 9,541 Class A common shares held directly and 278 shares held indirectly through a Roth IRA for himself. These share positions are separate from his 12,918.338 deferred share credits under the Incentive Compensation Deferral Plan reported in the same Form 4.

Were there any open-market stock purchases or sales by ERIE’s CEO in this filing?

No open‑market purchases or sales are shown. The only transactional entry is an “other” type involving 74 share credits acquired via dividend reinvestment under the Incentive Compensation Deferral Plan, plus updated totals for directly and indirectly held Class A common shares.

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

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Accepted by SEC EDGAR 04/22/2026 - 03:42 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

NECASTRO TIMOTHY G

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President & CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/21/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock								9,541	D
Class A Common Stock								278	I	By ROTH IRA for Self

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Incentive Compensation Deferral Plan Share Credits	$0(1)	04/21/2026		J(2)		74		(3)	(3)	Class A Common Stock	74	$253.85	12,918.338	D

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 Attorney	04/22/2026
	** Signature of Reporting Person	Date
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)