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Erie Indemnity (ERIE) director gains 65 deferred compensation share credits

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Erie Indemnity Company director LuAnn Datesh reported acquiring 65 Directors' Deferred Compensation Share Credits on 2026-07-31 under the company’s Directors' Deferred Compensation Plan. After this crediting, she holds 4,256.076 Share Credits and 410 Class A common shares, all directly. These Share Credits represent the right to receive an equivalent number of Class A shares when her board service ends.

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Insider Datesh LuAnn
Role Director
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits F1, F2, F3 65 $242.04 $16K
holding Class A Common Stock -- -- --
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 4,256.076 shares (Direct); Class A Common Stock — 410 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 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.
Deferred Share Credits Acquired 65.0000 share credits Directors' Deferred Compensation Share Credits acquired on 2026-07-31
Total Deferred Share Credits After Transaction 4256.0760 share credits Directors' Deferred Compensation Share Credits held following the acquisition
Direct Class A Shares Held 410.0000 shares Erie Indemnity Class A common stock directly owned after reported activity
Reference Price per Share Credit 242.0400 Footnote states conversion price is not applicable to these Share Credits
Directors' Deferred Compensation Plan financial
"Conversion price is not applicable to 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."
Share Credits financial
"These Share Credits represent the right to receive an equivalent number of shares"
Class A common stock financial
"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.

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FAQ

What insider transaction did LuAnn Datesh report for ERIE in this Form 4?

LuAnn Datesh reported acquiring 65 Directors' Deferred Compensation Share Credits tied to Erie Indemnity Class A common stock. These credits were added under the company’s Directors' Deferred Compensation Plan and increase her total deferred share-based entitlement as a director.

How many deferred share credits did LuAnn Datesh gain in the ERIE filing?

She gained 65.0000 Directors' Deferred Compensation Share Credits on 2026-07-31. These Share Credits correspond to an equivalent number of Erie Indemnity Class A common shares that may be delivered when her service as a director with the company ends.

How many ERIE deferred share credits does LuAnn Datesh now hold?

Following the reported transaction, LuAnn Datesh holds 4,256.0760 Directors' Deferred Compensation Share Credits. Each Share Credit represents the right to receive one Erie Indemnity Class A common share when her service as a director concludes, with no set expiration date.

What is LuAnn Datesh’s direct Class A share holding in ERIE after this Form 4?

She directly holds 410.0000 shares of Erie Indemnity Class A common stock after the reported activity. This figure is separate from her deferred Share Credits and reflects her current direct ownership position in the company’s Class A stock.

What are Directors' Deferred Compensation Share Credits at ERIE?

These are Share Credits periodically credited to certain Erie Indemnity directors under the Outside Directors' Stock Plan. Each credit represents the right to receive an equivalent number of Class A shares when the director’s service ends, with no exercisable or expiration dates.

Was the ERIE Form 4 transaction a market purchase or sale of stock?

No. The Form 4 describes an “other acquisition” (code J) of deferred Share Credits under a directors’ compensation plan, not an open-market purchase or sale of Erie Indemnity Class A common stock on a securities exchange.
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)
07/31/2026
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)07/31/2026J(2)65 (3) (3)Class A Common Stock65$242.044,256.076D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
2. Acquired under 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 Attorney08/03/2026
** 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)