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Deferred share credits rise for Erie Indemnity (ERIE) executive Sean Dugan

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

Rhea-AI Filing Summary

Erie Indemnity Company Executive Vice President Sean Dugan reported updated equity holdings. He now directly holds 278.65 shares of Class A common stock. In addition, 5.737 Incentive Compensation Deferral Plan Share Credits were added through dividend reinvestment at $253.85 per share, bringing his plan balance to 1,001.609 Share Credits. These Share Credits represent the right to receive an equivalent number of Class A shares when he retires or otherwise leaves the company, and they have no set exercise or expiration dates.

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Insider Dugan Sean
Role Executive Vice President
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits 5.737 $253.85 $1K
holding Class A Common Stock -- -- --
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 1,001.609 shares (Direct, null); Class A Common Stock — 278.65 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.
Direct Class A holdings 278.65 shares Class A Common Stock held directly after reported transactions
New Share Credits 5.737 Share Credits Incentive Compensation Deferral Plan credits added via dividend reinvestment
Dividend reinvestment price $253.85 per share Price used to credit 5.737 Share Credits under the plan
Total Share Credits 1,001.609 Share Credits Incentive Compensation Deferral Plan Share Credits after this crediting
Incentive Compensation Deferral Plan financial
"shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan"
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.
Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically credited"
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*
Dugan Sean
(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)
Executive Vice President
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 Stock278.65D
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)5.737 (3) (3)Class A Common Stock5.737$253.851,001.609D
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 Indemnity (ERIE) executive Sean Dugan report on this Form 4?

Sean Dugan reported his equity holdings with Erie Indemnity. He directly holds 278.65 Class A common shares and 1,001.609 Incentive Compensation Deferral Plan Share Credits, including 5.737 new Share Credits added through dividend reinvestment at $253.85 per share.

How many Erie Indemnity (ERIE) Class A shares does Sean Dugan now hold directly?

Sean Dugan now directly holds 278.65 shares of Erie Indemnity Class A common stock. This figure reflects his direct ownership position as reported, separate from any Incentive Compensation Deferral Plan Share Credits recorded in the same filing.

What are Incentive Compensation Deferral Plan Share Credits at Erie Indemnity (ERIE)?

Incentive Compensation Deferral Plan Share Credits represent the right to receive an equivalent number of Erie Indemnity Class A shares. They are periodically credited to eligible employees’ accounts and are delivered as actual shares when the individual retires or otherwise separates from the company.

How many deferred Share Credits does Sean Dugan hold under Erie Indemnity’s plan?

Sean Dugan holds 1,001.609 Incentive Compensation Deferral Plan Share Credits. These credits, tied to Erie Indemnity Class A stock, will convert into an equivalent number of shares when he retires or otherwise separates from service with the company, according to the plan terms.

How were the new Erie Indemnity (ERIE) Share Credits acquired in this Form 4?

The 5.737 new Incentive Compensation Deferral Plan Share Credits were acquired through dividend reinvestment. Dividends associated with Erie Indemnity Class A shares were automatically reinvested at $253.85 per share, increasing Sean Dugan’s deferred Share Credit balance under the company’s plan.

Do Erie Indemnity Incentive Compensation Deferral Plan Share Credits have an exercise or expiration date?

The Share Credits under Erie Indemnity’s Incentive Compensation Deferral Plan do not have exercisable or expiration dates. They remain as credits in the participant’s account until retirement or other separation from service, at which time an equivalent number of Class A shares is delivered.