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Erie Indemnity (ERIE) CIO adds 796 deferred share credits

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

Rhea-AI Filing Summary

Erie Indemnity Company executive vice president and chief information officer Srinivasa Parthasarathy reported an internal compensation-related adjustment, receiving 796.383 Incentive Compensation Deferral Plan share credits tied to Class A common stock at a reference value of $227.22 per credit. These share credits were acquired from a Long Term Incentive Plan award and now total 2,730.175 credits in his account. The credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares upon retirement or separation from service and have no exercise or expiration dates.

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Insider Srinivasa Parthasarathy
Role EVP, Chief Information Officer
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits 796.383 $227.22 $181K
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 2,730.175 shares (Direct, null)
Footnotes (1)
  1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan. Acquired under the Erie Indemnity Company Incentive Compensation Deferral Plan from a Long Term Incentive Plan award. 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 received 796.383 share credits Incentive Compensation Deferral Plan transaction on June 5, 2026
Reference value per credit $227.22 per share credit Transaction price per share credit
Total share credits after transaction 2,730.175 share credits Incentive Compensation Deferral Plan balance following transaction
Conversion price $0.00 Conversion price not applicable under the deferral plan
Restructuring shares 796.383 share credits Classified as restructuring-type (code J, other transaction)
Incentive Compensation Deferral Plan financial
"Conversion price is not applicable to 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 to the accounts of a select group of management..."
Long Term Incentive Plan award financial
"Acquired under the Erie Indemnity Company Incentive Compensation Deferral Plan from a Long Term Incentive Plan award."
Class A common stock financial
"These Share Credits represent the right to 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.
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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*
Srinivasa Parthasarathy
(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)
EVP, Chief Information Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026		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
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(1)06/05/2026J(2)796.383 (3) (3)Class A Common Stock796.383$227.222,730.175D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
2. Acquired under the Erie Indemnity Company Incentive Compensation Deferral Plan from a Long Term Incentive Plan award.
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 Attorney06/08/2026
** 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 did Erie Indemnity (ERIE) disclose in this Form 4 filing?

Erie Indemnity reported that EVP and CIO Srinivasa Parthasarathy received 796.383 share credits under its Incentive Compensation Deferral Plan. These credits are tied to Class A common stock and increase his total plan share credits to 2,730.175.

How many share credits did ERIE’s CIO receive and at what value?

Srinivasa Parthasarathy received 796.383 Incentive Compensation Deferral Plan share credits at a reference value of $227.22 per credit. These credits were acquired from a Long Term Incentive Plan award under Erie Indemnity’s compensation programs.

What do Erie Indemnity Incentive Compensation Deferral Plan share credits represent?

The share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when the executive retires or otherwise separates from service. They function as deferred compensation rather than currently exercisable stock options or tradable shares.

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

The filing states there are no exercisable or expiration dates for these share credits. They remain in the executive’s Incentive Compensation Deferral Plan account until retirement or separation, when they translate into an equivalent number of Class A common shares.

How many Incentive Compensation Deferral Plan share credits does ERIE’s CIO now hold?

After receiving 796.383 additional share credits, Srinivasa Parthasarathy holds 2,730.175 Incentive Compensation Deferral Plan share credits. Each credit corresponds to one Erie Indemnity Class A common share deliverable upon retirement or separation under the plan’s terms.