Erie Indemnity director adds deferred share credits

Accepted by SEC EDGAR 07/22/2026 - 12:20 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Erie Indemnity Company director J. Ralph Borneman Jr. was credited with 140.139 Directors' Deferred Compensation Share Credits on July 21, 2026 through dividend reinvestment under the Outside Directors' Deferred Compensation Plan, bringing his direct deferred share-credit balance to 20,560.311. These Share Credits represent rights to receive an equivalent number of Class A common shares when his board service ends and have no exercise or expiration dates. In addition, he reports indirect ownership of 10,000 Class A common shares held in a revocable trust.

Insider Trade Summary

Other: 140.139 shares

Other 1 txn

Insider BORNEMAN J RALPH JR

Role Director

Type	Security	Shares	Price	Value
Other	Directors' Deferred Compensation Share Credits F1, F2, F3	140.139	$215.82	$30K
Holding	Class A Common Stock	--	--	--

Holdings After Transaction: Directors' Deferred Compensation Share Credits — 20,560.311 contracts (Direct); Class A Common Stock — 10,000 shares (Indirect, J. Ralph Borneman, Jr. TTEE J. Ralph Borneman, Jr. Revocable Trust DTD 02/16/2015)

Footnotes (3)

1. F1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
2. F2. Acquired under dividend reinvestment for 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.

Key Figures

Deferred share credits acquired: 140.1390 share credits Deferred share credits after transaction: 20560.3110 share credits Reference transaction price: $215.8200 per share +1 more

4 metrics

Deferred share credits acquired 140.1390 share credits Directors' Deferred Compensation Share Credits credited on July 21, 2026

Deferred share credits after transaction 20560.3110 share credits Total Directors' Deferred Compensation Share Credits held directly after the July 21, 2026 entry

Reference transaction price $215.8200 per share Price field reported for the 140.139 Directors' Deferred Compensation Share Credits

Indirect Class A common shares 10000.0000 shares Class A common stock held indirectly via J. Ralph Borneman, Jr. Revocable Trust DTD 02/16/2015

Key Terms

Directors' Deferred Compensation Share Credits, Outside Directors' Deferred Compensation Plan, Outside Directors' Stock Plan, dividend reinvestment

4 terms

Directors' Deferred Compensation Share Credits financial

"security_title: Directors' Deferred Compensation Share Credits"

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"

dividend reinvestment financial

"Acquired under dividend reinvestment for Directors' Deferred Compensation 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.

FAQ

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

What insider transaction did Erie Indemnity (ERIE) director J. Ralph Borneman Jr. report?

He reported an acquisition of 140.139 Directors' Deferred Compensation Share Credits on July 21, 2026. These credits were added to his account through dividend reinvestment under the Outside Directors' Deferred Compensation Plan rather than via an open‑market stock purchase.

How many deferred share credits does the Erie Indemnity (ERIE) director hold after this Form 4 transaction?

After the transaction, his account reflects 20,560.311 Directors' Deferred Compensation Share Credits. This figure represents his direct balance in the company’s outside directors’ plans, separate from any Class A common stock he owns indirectly through a trust.

What do Erie Indemnity (ERIE) Directors' Deferred Compensation Share Credits represent for the reporting director?

The Share Credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when his service as a director ends. They are bookkeeping entries under the Outside Directors' Stock Plan, with no stated exercise or expiration dates attached.

How were the 140.139 Erie Indemnity (ERIE) share credits acquired in this Form 4?

The 140.139 Directors' Deferred Compensation Share Credits were acquired through dividend reinvestment under the Directors' Deferred Compensation Plan. Cash dividends attributable to prior credits were reinvested into additional Share Credits rather than being paid out currently in cash.

What indirect Erie Indemnity (ERIE) Class A share ownership does the director report?

He reports indirect ownership of 10,000 Class A common shares held in the “J. Ralph Borneman, Jr. Revocable Trust DTD 02/16/2015,” where he serves as trustee. This position is disclosed separately from his deferred compensation Share Credits.

Do the Erie Indemnity (ERIE) deferred share credits reported have exercise or expiration dates?

No. The filing states there are no exercisable or expiration dates for these Share Credits. They remain as rights to receive an equivalent number of Class A common shares, which are delivered only when the reporting individual’s board service ends.

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

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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^*

BORNEMAN J RALPH JR

(Last) (First) (Middle)

17 E. PHILADELPHIA AVENUE

PO BOX 584

(Street)

BOYERTOWN PENNSYLVANIA 19512

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/21/2026

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								10,000	I	J. Ralph Borneman, Jr. TTEE J. Ralph Borneman, Jr. Revocable Trust DTD 02/16/2015

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
Directors' Deferred Compensation Share Credits	$0(1)	07/21/2026		J(2)		140.139		(3)	(3)	Class A Common Stock	140.139	$215.82	20,560.311	D

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 Attorney	07/22/2026
	** 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)