STOCK TITAN

ERIE (ERIE) director adds deferred share credits via dividend reinvestment

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

Rhea-AI Filing Summary

ERIE INDEMNITY CO director LuAnn Datesh reported routine deferred compensation activity. She holds 410 shares of Class A common stock directly. Separately, she reported Directors' Deferred Compensation Share Credits tied to the Outside Directors' Deferred Compensation Plan.

On the derivative side, 23.836 additional Directors' Deferred Compensation Share Credits were acquired under dividend reinvestment for the Directors' Deferred Compensation Plan at a reference price of $253.8500 per credit. Following this activity, her account reflects 4,161.117 Directors' Deferred Compensation Share Credits, each representing the right to receive one share of Class A common stock when her board service ends. These securities have no exercise or expiration dates.

Positive

  • None.

Negative

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Insider Datesh LuAnn
Role null
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits 23.836 $253.85 $6K
holding Class A Common Stock -- -- --
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 4,161.117 shares (Direct, null); Class A Common Stock — 410 shares (Direct, null)
Footnotes (1)
  1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. Acquired under dividend reinvestment for Directors' Deferred Compensation Plan. 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.
New deferred share credits 23.836 share credits Directors' Deferred Compensation Share Credits acquired via dividend reinvestment on 2026-04-21
Deferred credits price $253.8500 per credit Reference price for Directors' Deferred Compensation Share Credits transaction
Total deferred share credits 4,161.117 share credits Directors' Deferred Compensation Share Credits after transaction
Direct common shares held 410 shares Class A Common Stock directly owned after reported activity
Directors' Deferred Compensation Share Credits financial
"Directors' Deferred Compensation Share Credits were acquired under dividend reinvestment"
Outside Directors' Deferred Compensation Plan financial
"shares granted under the Outside Directors' Deferred Compensation Plan"
Outside Directors' Stock Plan financial
"credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock Plan"
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.
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*
Datesh LuAnn

(Last)(First)(Middle)
333 OAK FOREST DRIVE

(Street)
PITTSBURGH PENNSYLVANIA 15216

(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)
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 Stock410D
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$0(1)04/21/2026J(2)23.836 (3) (3)Class A Common Stock23.836$253.854,161.117D
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 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)

FAQ

What insider activity did ERIE (ERIE) director LuAnn Datesh report?

LuAnn Datesh reported routine deferred compensation activity. She holds 410 Class A common shares directly and 4,161.117 Directors' Deferred Compensation Share Credits, including 23.836 new credits acquired through dividend reinvestment on the plan’s account.

What are ERIE (ERIE) Directors' Deferred Compensation Share Credits?

These Share Credits represent a right to receive an equivalent number of Class A common shares when a director’s service ends. They are credited periodically under the Outside Directors' Stock Plan and have no exercise or expiration dates according to the disclosure.

How many deferred share credits does LuAnn Datesh hold at ERIE (ERIE)?

After the reported transaction, LuAnn Datesh’s account shows 4,161.117 Directors' Deferred Compensation Share Credits. Each credit corresponds to the right to receive one ERIE Indemnity Company Class A common share when her board service with the company ends.

How were the new ERIE (ERIE) deferred share credits acquired?

The filing states 23.836 Directors' Deferred Compensation Share Credits were acquired under dividend reinvestment for the Directors' Deferred Compensation Plan at a reference price of $253.8500 per credit, increasing LuAnn Datesh’s total deferred share credits.

Do ERIE (ERIE) Directors' Deferred Compensation Share Credits have an expiration date?

The disclosure explains these Share Credits have no exercisable or expiration dates. They instead represent the right to receive an equivalent number of ERIE Indemnity Company Class A common shares when the director’s service on the company’s board ends.