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Erie Indemnity (ERIE) EVP adds 15.431 deferred share credits

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

Rhea-AI Filing Summary

Erie Indemnity Company Executive Vice President Sarah Shine reported updated equity holdings. She directly holds 538.3420 shares of Class A common stock. In addition, 15.4310 share credits were added under the company’s Incentive Compensation Deferral Plan through dividend reinvestment at an equivalent price of $253.85 per share.

Following this plan transaction, Shine holds 2,693.7960 share credits. These share credits represent the right to receive an equivalent number of Class A common shares when she retires or otherwise separates from service, and they have no exercisable or expiration dates.

Positive

  • None.

Negative

  • None.
Insider Shine Sarah
Role Executive Vice President
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits 15.431 $253.85 $4K
holding Class A Common Stock -- -- --
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 2,693.796 shares (Direct, null); Class A Common Stock — 538.342 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 538.3420 shares Directly held Class A common stock after reported date
New share credits 15.4310 share credits Dividend reinvestment under Incentive Compensation Deferral Plan
Equivalent dividend price $253.85 per share Price used for 15.4310 plan share credits
Total share credits 2,693.7960 share credits Incentive Compensation Deferral Plan balance after transaction
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
"These Share Credits 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.
other transaction financial
"transaction_code_description": "Other acquisition or disposition"
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*
Shine Sarah
(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 Stock538.342D
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(1)04/21/2026J(2)15.431 (3) (3)Class A Common Stock15.431$253.852,693.796D
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 Executive Vice President Sarah Shine report in this Form 4?

Sarah Shine reported updated holdings, including 538.3420 Erie Indemnity Class A shares and 2,693.7960 share credits in the Incentive Compensation Deferral Plan. The filing also shows 15.4310 new share credits from dividend reinvestment at an equivalent $253.85 per share.

How many Erie Indemnity (ERIE) Class A shares does Sarah Shine now hold directly?

Sarah Shine now holds 538.3420 Erie Indemnity Class A common shares directly. This figure reflects her direct ownership position as of the reported date and is separate from the share credits held in the company’s Incentive Compensation Deferral Plan.

What are the Incentive Compensation Deferral Plan share credits reported for ERIE?

The share credits are bookkeeping entries under Erie Indemnity’s Incentive Compensation Deferral Plan. Shine holds 2,693.7960 share credits, representing the right to receive an equivalent number of Class A common shares upon retirement or separation, with no exercisable or expiration dates.

How were the new ERIE share credits acquired in this Form 4 filing?

The 15.4310 additional share credits were acquired through dividend reinvestment under Erie Indemnity’s Incentive Compensation Deferral Plan. Instead of receiving cash dividends, the plan credits additional share units at an equivalent price of $253.85 per share on the transaction date.

Does the ERIE Form 4 show any open-market buy or sell by Sarah Shine?

The Form 4 does not show any open-market purchases or sales by Sarah Shine. It reports a holding entry for Class A shares and an “other” transaction adding 15.4310 share credits via dividend reinvestment within the Incentive Compensation Deferral Plan.

When can Sarah Shine receive ERIE shares underlying the share credits?

The share credits entitle Shine to receive an equivalent number of Erie Indemnity Class A common shares when she retires or otherwise separates from service. According to the filing, these plan-based securities have no exercisable or expiration dates attached to them.