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Erie Indemnity (ERIE) EVP updates 3,519 deferred share credits in Form 4

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

Rhea-AI Filing Summary

ERIE INDEMNITY CO executive Brian W. Bolash, EVP, Secretary and General Counsel, reported compensation-related activity in a company deferred compensation plan rather than an open-market trade. He received 361.019 Incentive Compensation Deferral Plan Share Credits, tied to a Long Term Incentive Plan award, at a reference value of $227.22 per share credit.

Following this transaction, his deferred account holds 3,519.333 plan share credits, each representing the right to receive an equivalent number of Class A common shares when he retires or otherwise leaves the company. The filing also shows continued direct ownership of 445 Class A common shares, listed as a holding entry without a new purchase or sale.

Positive

  • None.

Negative

  • None.
Insider Bolash Brian W.
Role EVP,Secretary,General Counsel
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits 361.019 $227.22 $82K
holding Class A Common Stock -- -- --
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 3,519.333 shares (Direct, null); Class A Common Stock — 445 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 the Erie Indemnity Company Incentive Compensation Deferral Plan from a Long Term Incentive Plan award. 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 plan share credits 361.019 share credits Incentive Compensation Deferral Plan transaction on 2026-06-05
Share credit price $227.22 per share credit Reported transaction price for plan share credits
Total plan share credits after 3,519.333 share credits Deferred compensation balance following transaction
Direct Class A shares held 445 shares Class A Common Stock directly owned after reported holding entry
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"
Incentive Compensation Deferral Plan financial
"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."
Long Term Incentive Plan award financial
"Acquired under the Erie Indemnity Company Incentive Compensation Deferral Plan from a Long Term Incentive Plan award."
Class A common stock financial
"receive an equivalent number of shares of Erie Indemnity Company Class A common stock when the reporting individual retires"
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.
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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*
Bolash Brian W.

(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,Secretary,General Counsel
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026
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 Stock445D
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)06/05/2026J(2)361.019 (3) (3)Class A Common Stock361.019$227.223,519.333D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
2. Acquired under the Erie Indemnity Company Incentive Compensation Deferral Plan from a Long Term Incentive Plan award.
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 Attorney06/08/2026
** 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)

FAQ

What did ERIE (ERIE) executive Brian Bolash report in this Form 4?

Brian W. Bolash reported a compensation-related adjustment, receiving 361.019 Incentive Compensation Deferral Plan Share Credits linked to Erie Indemnity’s Long Term Incentive Plan, plus an updated total of 3,519.333 plan share credits and 445 directly held Class A common shares.

Were there any open-market stock purchases or sales by ERIE (ERIE) in this filing?

No open-market purchases or sales are shown. The Form 4 reflects 361.019 share credits acquired under an Incentive Compensation Deferral Plan and a separate holding line item for 445 Class A common shares, without any reported buy or sell transaction codes.

What are Incentive Compensation Deferral Plan Share Credits for ERIE (ERIE)?

The share credits are bookkeeping entries periodically credited to select management accounts under Erie Indemnity’s Incentive Compensation Deferral Plan, representing the right to receive an equivalent number of Class A shares upon retirement or separation, with no exercisable or expiration dates attached.

How many ERIE (ERIE) deferred share credits does Brian Bolash hold after this transaction?

After the reported transaction, Brian W. Bolash’s account shows 3,519.333 Incentive Compensation Deferral Plan Share Credits. These credits correspond to a right to receive the same number of Erie Indemnity Class A common shares when he retires or otherwise leaves company service.

What is the reference value per ERIE (ERIE) share credit in this Form 4?

The 361.019 Incentive Compensation Deferral Plan Share Credits are reported at a transaction price of $227.22 per share credit. This price is used for reporting but the footnotes state a traditional conversion price does not apply to these plan-based share credit awards.

Does the ERIE (ERIE) filing mention any expiration or exercise dates for the share credits?

The filing states there are no exercisable or expiration dates for the Incentive Compensation Deferral Plan Share Credits. Instead, the credits convert into an equivalent number of Class A common shares when the reporting individual retires or otherwise separates from Erie Indemnity.