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Erie Indemnity (ERIE) SVP Novacek gains 4.091 deferred share credits

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

Rhea-AI Filing Summary

Erie Indemnity Company executive updates deferred share credits

Erie Indemnity Company officer Jorie L. Novacek, SVP and Controller, reported a routine Form 4 transaction involving the company’s Incentive Compensation Deferral Plan. On 01/21/2026, Novacek acquired 4.091 Incentive Compensation Deferral Plan Share Credits at a reference value of $279.9 per share through dividend reinvestment under the plan. These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when the executive retires or otherwise leaves the company. Following this transaction, Novacek held a total of 787.168 such share credits, all reported as directly owned, and the plan securities do not have set exercise or expiration dates.

Positive

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Insider Novacek Jorie L
Role SVP, Controller
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits 4.091 $279.90 $1K
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 787.168 shares (Direct)
Footnotes (1)
  1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan. Acquired under dividend reinvestment for the Erie Indemnity Company Incentive Compensation Deferral Plan. 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.
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*
Novacek Jorie L

(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)
SVP, Controller
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
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 (1) 01/21/2026 J(2) 4.091 (3) (3) Class A Common Stock 4.091 $279.9 787.168 D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
2. Acquired under dividend reinvestment for 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 01/23/2026
** 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

Who is the insider in this Erie (ERIE) Form 4 filing?

The insider is Jorie L. Novacek, who serves as Senior Vice President and Controller of Erie Indemnity Company.

What type of securities did Jorie Novacek report in this ERIE Form 4?

Novacek reported Incentive Compensation Deferral Plan Share Credits, which are book-entry credits tied to Erie Indemnity Class A common stock.

How many Erie Indemnity deferral plan share credits were acquired in this transaction?

On 01/21/2026, Jorie Novacek acquired 4.091 share credits under the Incentive Compensation Deferral Plan.

What was the reference price for the Erie (ERIE) deferral plan share credits in this Form 4?

The 4.091 Incentive Compensation Deferral Plan Share Credits were recorded at a value of $279.9 per share for this transaction.

How many Erie Indemnity deferral plan share credits does Jorie Novacek hold after this transaction?

After the 01/21/2026 transaction, Jorie Novacek beneficially owned 787.168 Incentive Compensation Deferral Plan Share Credits.

When can the Erie Incentive Compensation Deferral Plan Share Credits be settled into stock?

The share credits give the right to receive an equivalent number of Erie Indemnity Class A common shares when the reporting individual retires or otherwise separates from service with the company.

Do the ERIE deferral plan share credits reported have an expiration date or exercise schedule?

No. The filing explains that there are no exercisable or expiration dates for these Incentive Compensation Deferral Plan Share Credits.