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Erie Indemnity Co (NASDAQ: ERIE) director gains 65 deferred share credits

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Erie Indemnity Co director Thomas W. Palmer acquired 65 Directors' Deferred Compensation Share Credits on July 31, 2026 under the Outside Directors' Stock Plan. These Share Credits represent the right to receive the same number of Class A common shares when his board service ends, bringing his direct share-credit balance to 15,890.356. He also indirectly holds 770 Class A common shares through the Thomas W. Palmer Revocable Trust.

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Insider Palmer Thomas W
Role Director
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits F1, F2, F3 65 $242.04 $16K
holding Class A Common Stock -- -- --
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 15,890.356 shares (Direct); Class A Common Stock — 770 shares (Indirect, By Thomas W. Palmer Revocable Trust)
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.
Deferred share credits acquired 65.0000 share credits Directors' Deferred Compensation Share Credits acquired on 2026-07-31
Total deferred share credits after transaction 15890.3560 share credits Directors' Deferred Compensation Share Credits held directly after the 2026-07-31 crediting
Indirect Class A shares 770.0000 shares Class A common stock held indirectly by Thomas W. Palmer Revocable Trust
Directors' Deferred Compensation Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically credited"
Outside Directors' Stock Plan financial
"credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock Plan"
Revocable Trust financial
"Class A Common Stock held indirectly By Thomas W. Palmer Revocable Trust"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.

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

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FAQ

What insider transaction did Thomas W. Palmer report for ERIE?

Thomas W. Palmer, a director of Erie Indemnity Co (ERIE), reported an acquisition of 65 Directors' Deferred Compensation Share Credits on July 31, 2026. These credits were acquired under the company's Outside Directors' Stock Plan as part of his deferred compensation arrangement.

What are the Directors' Deferred Compensation Share Credits reported for ERIE?

The reported securities are Directors' Deferred Compensation Share Credits, which are periodically credited to certain directors' accounts. Each Share Credit represents the right to receive one Erie Indemnity Class A common share when the director's service on the board ends, with no expiration date.

How many deferred share credits does Palmer hold in ERIE after this transaction?

After the July 31, 2026 transaction, Palmer holds 15,890.356 Directors' Deferred Compensation Share Credits directly. This total reflects the newly credited 65 Share Credits in addition to his existing balance under Erie Indemnity's outside director compensation arrangements.

What indirect ERIE share holdings does Thomas W. Palmer have?

In addition to his deferred share credits, Palmer has an indirect holding of 770 ERIE Class A common shares. These shares are held through the Thomas W. Palmer Revocable Trust, as disclosed in the Form 4 holding entry for indirect ownership.

Does the ERIE Form 4 show an open-market stock purchase by Palmer?

The filing shows an acquisition of 65 Share Credits under the Directors' Deferred Compensation and Outside Directors' Stock Plans, not an open-market stock purchase. The credits are part of a deferred compensation arrangement linked to future delivery of Class A common shares.
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*
Palmer Thomas W

(Last)(First)(Middle)
MARSHALL & MELHORN
FOUR SEAGATE, 8TH FLOOR

(Street)
TOLEDO OHIO 43604

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/31/2026
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 Stock770IBy Thomas W. Palmer Revocable Trust
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
Directors' Deferred Compensation Share Credits$0(1)07/31/2026J(2)65 (3) (3)Class A Common Stock65$242.0415,890.356D
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 Attorney08/03/2026
** 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)