ERIE Director Adds 39.474 Share Credits, Total 3,980.185 – Form 4

On 07/31/2025, Erie Indemnity Co. (ERIE) director LuAnn Datesh filed a Form 4 reporting routine activity under the Outside Directors’ Deferred Compensation Plan.

Rhea-AI Filing Summary

On 07/31/2025, Erie Indemnity Co. (ERIE) director LuAnn Datesh filed a Form 4 reporting routine activity under the Outside Directors’ Deferred Compensation Plan. The filing shows an acquisition of 39.474 Directors’ Deferred Compensation Share Credits (transaction code J), recorded at a reference price of $356.24 per credit. Share credits carry no exercise cost and convert 1-for-1 into Class A common shares when the director’s service ends.

Following the credit, Datesh’s deferred-comp balance rises to 3,980.185 share credits. Her direct ownership of the company’s Class A common stock remains 410 shares; the filing discloses no open-market purchases or sales. The Form 4 therefore reflects standard board compensation accrual rather than a discretionary trade, and it is unlikely to have a material impact on ERIE’s share supply or governance profile.

Insights

Securities Analyst

TL;DR: Routine deferred comp credit; no market purchase or sale, neutral impact.

This Form 4 merely records a quarterly credit of 39.474 share units to Director Datesh under ERIE’s Outside Directors’ Stock Plan. Her direct share count of 410 remains unchanged, so the filing does not signal insider conviction or divestiture. Because share credits settle only upon board departure, the event does not affect immediate float or cash flows. Overall, it is an immaterial, governance-driven disclosure.

Corporate Governance Expert

TL;DR: Standard board compensation accrual; aligns director with shareholders, minor relevance.

The J-coded transaction reflects automatic compensation, underscoring ERIE’s practice of paying part of director fees in equity equivalents. Such plans foster long-term alignment but are expected and widely adopted. With fewer than 40 shares added versus nearly 4,000 existing credits, this update has negligible influence on ownership concentration or control dynamics. Governance risk profile remains unchanged.

Insider Trade Summary

Other: 39.474 shares

Other 2 txns

Insider Datesh LuAnn

Role Director

Type	Security	Shares	Price	Value
Other	Directors' Deferred Compensation Share Credits	39.474	$356.24	$14K
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Directors' Deferred Compensation Share Credits — 3,980.185 contracts (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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider activity did Erie Indemnity (ERIE) report on 07/31/2025?

Director LuAnn Datesh acquired 39.474 deferred share credits under the Outside Directors’ Deferred Compensation Plan.

How many ERIE share credits does Director Datesh now hold in total?

After the transaction, she beneficially owns 3,980.185 share credits.

Did the Form 4 disclose any open-market purchase or sale of ERIE Class A stock?

No. The filing shows no open-market trades; direct ownership remains at 410 shares.

What does transaction code "J" mean in a Form 4 filing?

Code J indicates an other acquisition, often automatic, such as compensation-related share credits.

Are there exercisable or expiration dates for these share credits?

No. The credits convert into Class A shares when the director’s board service ends; they have no exercise or expiry dates.

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

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Accepted by SEC EDGAR 08/01/2025 - 11:33 AM EDT Learn about SEC filing 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

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 PA 15216

(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)
07/31/2025

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								410	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
Directors' Deferred Compensation Share Credits	$0(1)	07/31/2025		J(2)		39.474		(3)	(3)	Class A Common Stock	39.474	$356.24	3,980.185	D

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 Attorney	08/01/2025
	** 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.