STOCK TITAN

Erie Indemnity (ERIE) director logs 99.793 deferred share credits

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

Rhea-AI Filing Summary

Erie Indemnity Company director C. Scott Hartz reported an automatic accrual of 99.793 Directors' Deferred Compensation Share Credits on January 21, 2026. These share credits, valued at $279.9 per credit, were acquired under dividend reinvestment in the Directors' Deferred Compensation Plan and are settled in an equivalent number of Class A common shares when his board service ends, with no set exercise or expiration dates. Following this accrual, he holds 19,119.677 deferred compensation share credits directly and 1,097.427 Class A common shares indirectly through the C. Scott Hartz 2005 Delaware Trust.

Positive

  • None.

Negative

  • None.
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*
HARTZ CHARLES SCOTT

(Last) (First) (Middle)
THE HARTZ GROUP
TWO BALA PLAZA, SUITE 300

(Street)
BALA CYNWYD PA 19004

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
ERIE INDEMNITY CO [ ERIE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
01/21/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 1,097.427 I By C. Scott Hartz 2005 Delaware Trust
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
Directors' Deferred Compensation Share Credits $0(1) 01/21/2026 J(2) 99.793 (3) (3) Class A Common Stock 99.793 $279.9 19,119.677 D
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 Attorney 01/22/2026
** 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.

FAQ

What insider transaction did ERIE director C. Scott Hartz report on January 21, 2026?

Director C. Scott Hartz reported an automatic accrual of 99.793 Directors' Deferred Compensation Share Credits on January 21, 2026 under Erie Indemnity Company's Directors' Deferred Compensation Plan.

What are Directors' Deferred Compensation Share Credits reported by ERIE's director?

The Share Credits are bookkeeping entries periodically credited to directors' accounts under Erie Indemnity Company's Outside Directors' Stock Plan and represent the right to receive an equivalent number of Class A common shares when a director's service ends, with no exercise or expiration dates.

How many deferred compensation share credits does ERIE director C. Scott Hartz hold after this Form 4?

After the reported transaction, C. Scott Hartz beneficially owns 19,119.677 Directors' Deferred Compensation Share Credits directly under Erie Indemnity Company's plans.

What was the reference price for the ERIE deferred compensation share credits acquired?

The 99.793 Directors' Deferred Compensation Share Credits were reported at a price of $279.9 per credit in connection with dividend reinvestment under the Directors' Deferred Compensation Plan.

How many ERIE Class A common shares are reported as indirectly held by C. Scott Hartz?

The Form 4 reports 1,097.427 Class A common shares of Erie Indemnity Company as indirectly owned by the C. Scott Hartz 2005 Delaware Trust.

Does the ERIE Form 4 indicate any option-like terms for the directors' share credits?

No option terms are indicated; the filing states there are no exercisable or expiration dates for these Share Credits, which convert into an equivalent number of Class A common shares when the director's service ends.

Erie Indty Co

NASDAQ:ERIE

ERIE Rankings

ERIE Latest News

ERIE Latest SEC Filings

ERIE Stock Data

14.92B
25.18M
45.49%
40.49%
3.52%
Insurance Brokers
Insurance Agents, Brokers & Service
Link
United States
ERIE