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Erie Indemnity (ERIE) EVP restructures 401(k) shares and holds 2,678 credits

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

Rhea-AI Filing Summary

Erie Indemnity Company Executive Vice President Sarah Shine reported a participant-directed restructuring of 5.518 Class A common shares under a 401(k) plan. The transaction was coded as an “other” type, not an open-market buy or sell, and left her with 538.342 directly held Class A shares.

She also reported 2,678.365 Incentive Compensation Deferral Plan share credits, each representing the right to receive one Erie Indemnity Class A common share upon retirement or separation from service, with no exercise price and no expiration date.

Positive

  • None.

Negative

  • None.
Insider Shine Sarah
Role Executive Vice President
Type Security Shares Price Value
Other Class A Common Stock 5.518 $251.31 $1K
holding Incentive Compensation Deferral Plan Share Credits -- -- --
Holdings After Transaction: Class A Common Stock — 538.342 shares (Direct); Incentive Compensation Deferral Plan Share Credits — 2,678.365 shares (Direct)
Footnotes (1)
  1. Participant directed transaction under 401(k) Plan. Conversion price is not applicable to shares granted under 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.
401(k) restructuring 5.518 shares at $251.31 Participant-directed Class A common stock transaction
Direct Class A holdings after transaction 538.342 shares Post-transaction direct ownership
Deferred share credits 2,678.365 credits Incentive Compensation Deferral Plan, payable in Class A shares
Exercise price for share credits $0.0000 Incentive Compensation Deferral Plan share credits
Incentive Compensation Deferral Plan financial
"shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan"
401(k) Plan financial
"Participant directed transaction under 401(k) Plan."
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
Share Credits financial
"These Share Credits represent the right to receive an equivalent number of shares"
Class A Common Stock financial
"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.
Form 4 Insider Transactions: What Each Field Means →
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*
Shine Sarah
(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)
03/31/2026		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 Stock03/31/2026J(1)5.518A$251.31538.342D
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(2) (3) (3)Class A Common Stock2,678.3652,678.365D
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 Attorney04/01/2026
** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did ERIE Executive Vice President Sarah Shine report on this Form 4?

Sarah Shine reported an “other” type restructuring of 5.518 Class A common shares under a participant-directed 401(k) plan transaction. This was not an open-market purchase or sale and reflects an internal reallocation within her retirement account.

How many Erie Indemnity (ERIE) Class A shares does Sarah Shine hold after the reported transaction?

After the reported restructuring, Sarah Shine directly holds 538.342 Erie Indemnity Class A common shares. This figure reflects her post-transaction balance of directly owned stock, separate from any deferred compensation share credits she also reports.

What are the Incentive Compensation Deferral Plan share credits reported for ERIE on this Form 4?

Shine reports 2,678.365 Incentive Compensation Deferral Plan share credits. These credits give her the right to receive an equivalent number of Erie Indemnity Class A common shares when she retires or otherwise separates from the company, with no exercise price or expiration.

Does the ERIE Form 4 show any open-market buying or selling by the executive vice president?

The Form 4 does not show any open-market buying or selling. The 5.518-share transaction is coded as an “other” participant-directed 401(k) plan transaction, and the remaining disclosure reflects holdings and deferred share credits, not market trades.

How is the conversion price described for ERIE’s Incentive Compensation Deferral Plan share credits?

The conversion price is described as not applicable for these share credits, with a stated exercise price of 0.0000. The footnotes clarify that the credits represent the right to receive Class A common shares at retirement, with no exercisable or expiration dates.