Erie EVP reports plan-related share transaction

Erie Indemnity Company Executive Vice President Sarah Shine reported routine plan-related updates to her holdings.

Accepted by SEC EDGAR 07/01/2026 - 09:34 AM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Erie Indemnity Company Executive Vice President Sarah Shine reported routine plan-related updates to her holdings. A participant-directed transaction under a 401(k) plan involved 4.601 shares of Class A common stock at $239.75 per share, leaving her with 557.522 Class A shares held directly. She also holds Incentive Compensation Deferral Plan Share Credits tied to 2,693.796 underlying Class A shares, which represent the right to receive the same number of shares upon retirement or separation, with no exercise or expiration dates.

Insider Trade Summary

Other: 4.601 shares

Other 1 txn

Insider Shine Sarah

Role Executive Vice President

Type	Security	Shares	Price	Value
Other	Class A Common Stock	4.601	$239.75	$1K
Holding	Incentive Compensation Deferral Plan Share Credits	--	--	--

Holdings After Transaction: Class A Common Stock — 557.522 shares (Direct); Incentive Compensation Deferral Plan Share Credits — 2,693.796 contracts (Direct)

Footnotes (3)

1. F1. Participant directed transaction under 401(k) Plan.
2. F2. Conversion price is not applicable to shares granted under 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

Shares in J-coded transaction: 4.601 shares Transaction price per share: $239.75/share Class A shares after transaction: 557.522 shares +3 more

6 metrics

Shares in J-coded transaction 4.601 shares Class A Common Stock, other acquisition or disposition

Transaction price per share $239.75/share Class A Common Stock J transaction

Class A shares after transaction 557.522 shares Direct ownership following J-coded transaction

Deferred plan underlying shares 2,693.796 shares Incentive Compensation Deferral Plan Share Credits

Exercise price of share credits $0.00 Incentive Compensation Deferral Plan Share Credits

Restructuring shares flagged 4.601 shares transactionSummary restructuringShares for code J

Key Terms

Incentive Compensation Deferral Plan Share Credits, 401(k) Plan, Share Credits, Class A Common Stock

4 terms

Incentive Compensation Deferral Plan Share Credits financial

"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."

401(k) Plan financial

"Participant directed transaction under 401(k) Plan."

A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.

Share Credits financial

"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."

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 when the reporting individual retires or otherwise separates from service with the Company."

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.

FAQ

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

What insider activity did ERIE Executive Vice President Sarah Shine report?

Sarah Shine reported a small, plan-related share transaction and updated holdings. A 401(k) participant-directed move affected 4.601 Class A shares, and her position now includes 557.522 Class A shares plus 2,693.796 deferred share credits.

How many Erie Indemnity (ERIE) Class A shares does Sarah Shine hold after this Form 4?

After the reported transaction, Sarah Shine holds 557.522 Class A common shares directly. In addition, she has Incentive Compensation Deferral Plan Share Credits tied to 2,693.796 underlying Class A shares, deliverable when she retires or leaves the company.

What does the J code mean in Sarah Shine’s ERIE Form 4 filing?

The J transaction code in this Form 4 is labeled as an “other acquisition or disposition.” Here it reflects a small, participant-directed 401(k) plan transaction involving 4.601 Class A shares at a price of $239.75 per share.

What are Incentive Compensation Deferral Plan Share Credits at ERIE?

These Share Credits are bookkeeping entries periodically credited to certain employees’ accounts. For Sarah Shine, they represent the right to receive 2,693.796 Erie Indemnity Class A shares when she retires or otherwise separates from service, with no set expiration date.

Does Sarah Shine’s ERIE Form 4 show option exercises or tax withholding sales?

This Form 4 does not report option exercises or tax-withholding sales. It shows one J-coded “other” transaction involving 4.601 Class A shares and a holding entry for Incentive Compensation Deferral Plan Share Credits linked to 2,693.796 underlying Class A shares.

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^*

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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026

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	06/30/2026		J(1)		4.601	A	$239.75	557.522	D

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	(2)							(3)	(3)	Class A Common Stock	2,693.796		2,693.796	D

Explanation of Responses:

1. Participant directed transaction under 401(k) Plan.

2. Conversion price is not applicable to shares granted under 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	07/01/2026
	** 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)