Erie Indemnity CFO logs small plan share move

Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported a small participant-directed 401(k) plan transaction involving 7.761 shares of Class A common stock at $218.93 per share, coded as an other type of restructuring.

Rhea-AI Filing Summary

Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported a small participant-directed 401(k) plan transaction involving 7.761 shares of Class A common stock at $218.93 per share, coded as an other type of restructuring. After this, she directly holds 670.705 Class A shares and 2,093.733 Incentive Compensation Deferral Plan share credits, which represent the right to receive an equivalent number of Class A shares when she retires or leaves the company.

Insider Trade Summary

Other: 7.761 shares

Other 2 txns

Insider Pelkowski Julie Marie

Role EVP & CFO

Type	Security	Shares	Price	Value
Other	Class A Common Stock	7.761	$218.93	$2K
holding	Incentive Compensation Deferral Plan Share Credits	--	--	--

Holdings After Transaction: Class A Common Stock — 670.705 shares (Direct); Incentive Compensation Deferral Plan Share Credits — 2,093.733 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

Restructuring shares: 7.761 shares Transaction price: $218.93 per share Direct Class A holdings: 670.705 shares +2 more

5 metrics

Restructuring shares 7.761 shares Participant-directed 401(k) plan transaction on April 30, 2026

Transaction price $218.93 per share Price for 7.761 Class A shares in plan transaction

Direct Class A holdings 670.705 shares Total Class A common stock directly owned after transaction

Deferral plan share credits 2,093.733 underlying shares Incentive Compensation Deferral Plan Share Credits tied to Class A stock

Exercise price of credits $0.0000 Reported exercise price for Incentive Compensation Deferral Plan Share Credits

Key Terms

Incentive Compensation Deferral Plan Share Credits, 401(k) Plan, Incentive Compensation Deferral Plan, 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..."

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.

Incentive Compensation Deferral Plan financial

"shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan."

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.

FAQ

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

What insider transaction did ERIE CFO Julie Marie Pelkowski report?

Julie Marie Pelkowski reported a small, participant-directed 401(k) transaction of 7.761 Erie Indemnity Class A shares at $218.93 each. It is coded as an “other acquisition or disposition,” indicating a plan-related restructuring rather than an open-market buy or sell.

How many Erie Indemnity (ERIE) shares does the CFO hold after this Form 4?

Following the reported transaction, the CFO directly holds 670.705 Erie Indemnity Class A common shares. This figure reflects her direct ownership after the 7.761-share 401(k) plan-related adjustment disclosed in the Form 4 insider filing for the stated transaction date.

What are Incentive Compensation Deferral Plan Share Credits reported by ERIE’s CFO?

The Incentive Compensation Deferral Plan Share Credits represent rights to receive an equal number of Erie Indemnity Class A shares upon retirement or separation. Pelkowski has 2,093.733 such underlying shares, with no exercisable or expiration dates, under the company’s Incentive Compensation Deferral Plan.

Was the Erie Indemnity CFO’s Form 4 transaction a market purchase or sale?

The Form 4 does not show an open-market purchase or sale. The 7.761-share transaction is coded “J” as an other acquisition or disposition and is described as a participant-directed 401(k) plan move, indicating an internal plan adjustment rather than a traditional market trade.

What price per share is reported in the ERIE CFO’s latest Form 4 transaction?

The Form 4 reports a transaction price of $218.93 per Erie Indemnity Class A share for the 7.761 shares involved. This price applies only to that specific 401(k) plan-related restructuring entry and does not describe any broader trading activity by the executive.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 05/01/2026 - 09:58 AM EDT Learn about SEC filing dates

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^*

Pelkowski Julie Marie

(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)
	EVP & CFO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/30/2026

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	04/30/2026		J(1)		7.761	A	$218.93	670.705	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	$0(2)							(3)	(3)	Class A Common Stock	2,093.733		2,093.733	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	05/01/2026
	** 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)