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Erie Indemnity (ERIE) CFO adds deferred share credits, reports holdings

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

Rhea-AI Filing Summary

Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported updated holdings, including compensation-related share credits rather than open-market trades. She now directly holds 662.944 shares of Class A common stock.

She also recorded 11.993 Incentive Compensation Deferral Plan share credits at $253.85 per share, increasing her plan balance to 2,093.733 share credits. According to the plan, these credits represent the right to receive an equivalent number of Class A shares upon retirement or separation, with no separate exercise or expiration dates.

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Insider Pelkowski Julie Marie
Role EVP & CFO
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits 11.993 $253.85 $3K
holding Class A Common Stock -- -- --
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 2,093.733 shares (Direct, null); Class A Common Stock — 662.944 shares (Direct, null)
Footnotes (1)
  1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan. Acquired under dividend reinvestment for the Erie Indemnity Company Incentive Compensation Deferral Plan. 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.
New share credits 11.993 share credits Incentive Compensation Deferral Plan entry on April 21, 2026
Share credit value $253.85 per share credit Price used for newly credited Incentive Compensation Deferral Plan shares
Total share credits 2,093.733 share credits Deferral Plan balance after the reported transaction
Direct Class A holdings 662.944 shares Class A common stock directly owned after reported activity
Conversion price $0.00 Conversion price not applicable to these Deferral Plan share grants
Incentive Compensation Deferral Plan financial
"shares granted 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 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
"represent the right to receive an equivalent number of shares of Erie Indemnity Company 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.
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*
Pelkowski Julie Marie
(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 & CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/21/2026		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
Class A Common Stock662.944D
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$0(1)04/21/2026J(2)11.993 (3) (3)Class A Common Stock11.993$253.852,093.733D
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 Attorney04/22/2026
** 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 did ERIE EVP & CFO Julie Marie Pelkowski report in this Form 4?

Julie Marie Pelkowski reported updated holdings in Erie Indemnity. She holds 662.944 Class A shares directly and increased her Incentive Compensation Deferral Plan balance to 2,093.733 share credits, reflecting compensation-related accruals rather than open-market stock purchases or sales.

How many ERIE Incentive Compensation Deferral Plan share credits were added?

She recorded 11.993 additional share credits under Erie Indemnity’s Incentive Compensation Deferral Plan. These credits were valued at $253.85 per share and are linked to an equivalent number of Class A common shares to be delivered at retirement or separation.

Are these ERIE transactions open-market buys or sells of stock?

No, the filing shows no open-market buying or selling. The activity involves Incentive Compensation Deferral Plan share credits, including amounts acquired via dividend reinvestment, which function as deferred compensation rather than discretionary trades in Erie Indemnity shares.

What do ERIE Incentive Compensation Deferral Plan share credits represent?

The share credits represent a right to receive an equivalent number of Class A shares when the executive retires or otherwise separates from Erie Indemnity. Footnotes state there are no exercisable or expiration dates for these securities under the deferral plan.

How many ERIE share credits does Pelkowski hold after this transaction?

After the reported activity, Julie Marie Pelkowski holds 2,093.733 Incentive Compensation Deferral Plan share credits. Each credit corresponds to one Erie Indemnity Class A common share to be received in the future, typically at retirement or separation from the company.