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Erie Indemnity (ERIE) director gains 1.762 deferred compensation share credits

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

Rhea-AI Filing Summary

Erie Indemnity Company director William David Edwards reported acquiring 1.762 Directors' Deferred Compensation Share Credits on July 21, 2026, through dividend reinvestment under the company’s Directors' Deferred Compensation Plan.

These credits represent the right to receive an equivalent number of Class A common shares when his board service ends and have no exercisable or expiration dates. Following this transaction, he holds 1.762 share credits directly.

Positive

  • None.

Negative

  • None.
Insider Edwards William David
Role Director
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits F1, F2, F3 1.762 $215.82 $380.27
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 1.762 shares (Direct)
Footnotes (3)
  1. F1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
  2. F2. Acquired under dividend reinvestment for Directors' Deferred Compensation Plan.
  3. F3. The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities.
Share credits acquired 1.7620 share credits Directors' Deferred Compensation Share Credits acquired on July 21, 2026
Reference price $215.8200 per share Value used for Directors' Deferred Compensation Share Credits on July 21, 2026
Share credits held after transaction 1.7620 share credits Direct position following the July 21, 2026 acquisition
Underlying Class A shares 1.7620 shares Right to receive Erie Indemnity Company Class A common stock when board service ends
Directors' Deferred Compensation Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically credited"
Outside Directors' Stock Plan financial
"pursuant to its Outside Directors' Stock Plan. These Share Credits represent the right"
dividend reinvestment financial
"Acquired under dividend reinvestment for Directors' Deferred Compensation 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.

FAQ

What did Erie Indemnity (ERIE) director William David Edwards report in this Form 4?
William David Edwards reported acquiring 1.762 Directors' Deferred Compensation Share Credits on July 21, 2026. These credits were obtained via dividend reinvestment under Erie Indemnity’s Directors' Deferred Compensation Plan and are tied to future delivery of Class A common stock.

How many share credits did the Erie Indemnity (ERIE) director receive and what do they represent?
He received 1.762 share credits under the Outside Directors' Stock Plan. Each share credit represents the right to receive one share of Erie Indemnity Company Class A common stock when his service as a director ends, rather than immediate delivery of shares.

How are the Erie Indemnity (ERIE) Directors' Deferred Compensation Share Credits valued in this filing?
The reported transaction references a value of $215.8200 per share for the share credits. This price is used to quantify the dividend reinvestment transaction associated with the Directors' Deferred Compensation Share Credits on July 21, 2026.

When will Erie Indemnity (ERIE) deliver Class A shares for these Directors' Deferred Compensation Share Credits?
The share credits will convert into Class A common stock when the director’s service ends. At that point, the reporting individual is entitled to receive an equivalent number of Erie Indemnity Company Class A shares corresponding to the accumulated share credits.

Do the Erie Indemnity (ERIE) Directors' Deferred Compensation Share Credits have an expiration date?
No, these share credits have no exercisable or expiration dates. They are periodically credited to directors’ accounts under the Outside Directors' Stock Plan and remain outstanding until the director’s service with Erie Indemnity Company concludes.

Was the Erie Indemnity (ERIE) director’s Form 4 transaction executed under a Rule 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox is not marked as a plan trade. Instead, the footnotes state that the share credits were acquired through dividend reinvestment under the Directors' Deferred Compensation Plan, rather than under a pre-arranged Rule 10b5-1 trading plan.

What is the director’s total position in Erie Indemnity (ERIE) Directors' Deferred Compensation Share Credits after this transaction?
Following the July 21, 2026 transaction, the director directly holds 1.762 Directors' Deferred Compensation Share Credits. These credits reflect only the deferred compensation share credits reported in this filing and correspond to the same number of underlying Class A common shares.

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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*
Edwards William David
(Last)(First)(Middle)
4240 STRATHMORE LANE
(Street)
ZIONSVILLE INDIANA 46077
(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/21/2026		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
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
Directors' Deferred Compensation Share Credits(1)07/21/2026J(2)1.762 (3) (3)Class A Common Stock1.762$215.821.762D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
2. Acquired under dividend reinvestment for Directors' Deferred Compensation Plan.
3. The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities.
Remarks:
Rebecca A. Buona, Power of Attorney07/22/2026
** 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