Erie Indemnity (ERIE) CFO reports 401(k) move and deferral share credits

Rhea-AI Filing Summary

Erie Indemnity Company executive vice president and CFO Julie Marie Pelkowski reported a small plan-related transaction involving 2.349 shares of Class A common stock at $269.44 per share. Her directly held Class A common stock position totaled 660.265 shares after this transaction.

She also reported 1,795.968 Share Credits under Erie Indemnity Company’s Incentive Compensation Deferral Plan. These Share Credits give her the right to receive an equal number of Class A common shares when she retires or otherwise leaves the company, with no exercisable or expiration 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

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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 PA 16530

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP & CFO

3. Date of Earliest Transaction (Month/Day/Year)
02/28/2026

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	02/28/2026		J(1)		2.349	A	$269.44	660.265	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	1,795.968		1,795.968	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:

	Cynthia R Crosby, Power of Attorney	03/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What insider activity did Erie Indemnity (ERIE) report for Julie Marie Pelkowski?

Erie Indemnity EVP and CFO Julie Marie Pelkowski reported a small, plan-related transaction involving 2.349 shares of Class A common stock. The transaction was coded as an “other acquisition or disposition,” reflecting a participant-directed move under the company’s 401(k) Plan rather than a traditional market buy or sell.

How many Erie Indemnity Class A shares does the CFO hold after this Form 4?

After the reported activity, the Erie Indemnity CFO directly holds 660.265 shares of Class A common stock. This figure reflects her position following the 2.349-share participant-directed transaction disclosed, providing a snapshot of her direct equity stake at the time of the filing.

What are Erie Indemnity’s Incentive Compensation Deferral Plan Share Credits?

The Incentive Compensation Deferral Plan Share Credits represent a right to receive an equivalent number of Class A shares upon retirement or separation. For Julie Marie Pelkowski, 1,795.968 Share Credits are periodically credited to her account as part of a plan for select management and highly compensated employees.

Does the Erie Indemnity Form 4 show option exercises or expiration dates?

The Form 4 does not report option exercises; it reports Share Credits and a small 401(k)-related share transaction. The Share Credits under the Incentive Compensation Deferral Plan have no exercisable or expiration dates, instead converting into Class A common stock when the executive retires or leaves the company.

Was the Erie Indemnity CFO’s transaction a regular market buy or sale of shares?

The transaction was not categorized as a regular open-market buy or sale. It was coded as an “other acquisition or disposition” and described as a participant-directed transaction under the company’s 401(k) Plan, indicating internal plan activity rather than a typical stock exchange trade.