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Erie Indemnity (ERIE) EVP Sean Dugan acquires additional deferred share credits

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Erie Indemnity Company executive vice president Sean Dugan reported acquiring 8.794 Incentive Compensation Deferral Plan Share Credits on July 21, 2026 through dividend reinvestment under the company’s Incentive Compensation Deferral Plan. These Share Credits represent rights to receive an equivalent number of Class A common shares upon retirement or separation. Following this transaction, Dugan holds 1,306.527 Share Credits under the plan and 278.650 shares of Class A common stock directly.

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Insider Dugan Sean
Role Executive Vice President
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits F1, F2, F3 8.794 $215.82 $2K
holding Class A Common Stock -- -- --
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 1,306.527 shares (Direct); Class A Common Stock — 278.65 shares (Direct)
Footnotes (3)
  1. F1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
  2. F2. Acquired under dividend reinvestment for 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.
Share Credits acquired 8.794 Share Credits Incentive Compensation Deferral Plan Share Credits acquired on July 21, 2026 via dividend reinvestment
Deferred Share Credits after transaction 1,306.527 Share Credits Total Incentive Compensation Deferral Plan Share Credits held by Sean Dugan after the transaction
Direct Class A shares held 278.650 shares Erie Indemnity Class A common stock directly owned by Sean Dugan as reported
Reference price per Share Credit $215.8200 per share Value referenced for the 8.794 Incentive Compensation Deferral Plan Share Credits acquired
Incentive Compensation Deferral Plan financial
"shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan"
Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically credited"
dividend reinvestment financial
"Acquired under dividend reinvestment for the Erie Indemnity Company Incentive Compensation"
Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.
Class A common stock financial
"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.

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

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FAQ

What insider transaction did ERIE executive Sean Dugan report in this Form 4?

Sean Dugan reported acquiring 8.794 Incentive Compensation Deferral Plan Share Credits on July 21, 2026. The acquisition occurred via dividend reinvestment under Erie Indemnity Company’s Incentive Compensation Deferral Plan, linked to the company’s Class A common stock.

How many deferred share credits in ERIE’s plan does Sean Dugan hold after this transaction?

After the reported transaction, Sean Dugan holds 1,306.527 Incentive Compensation Deferral Plan Share Credits. These credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when he retires or otherwise separates from the company.

How many ERIE Class A common shares does Sean Dugan hold directly?

Sean Dugan holds 278.650 shares of Erie Indemnity Class A common stock directly. This direct holding is reported separately from his Incentive Compensation Deferral Plan Share Credits, which are non-tradable rights to future stock delivery.

What is the nature of the Incentive Compensation Deferral Plan Share Credits at ERIE?

The Share Credits are non-tradable rights periodically credited to certain employees’ accounts. Each Share Credit represents the right to receive one Erie Indemnity Class A common share when the employee retires or otherwise separates from service with the company.

How were the 8.794 ERIE Share Credits acquired by Sean Dugan determined?

The 8.794 Share Credits were acquired under dividend reinvestment within Erie Indemnity’s Incentive Compensation Deferral Plan. The entry references a value of $215.82 per share for these credits, as part of the plan’s dividend reinvestment mechanism.

Do the ERIE Incentive Compensation Deferral Plan Share Credits have exercise or expiration dates?

The Share Credits reported under ERIE’s Incentive Compensation Deferral Plan have no exercisable or expiration dates. They remain as rights to receive equivalent Class A common shares when the participant retires or otherwise separates from service.
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*
Dugan Sean

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Executive Vice President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/21/2026
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 Stock278.65D
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
Incentive Compensation Deferral Plan Share Credits$0(1)07/21/2026J(2)8.794 (3) (3)Class A Common Stock8.794$215.821,306.527D
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 Attorney07/23/2026
** 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)