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Erie Indemnity (ERIE) CFO updates deferred share credits from incentive award

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

Rhea-AI Filing Summary

ERIE INDEMNITY CO EVP & CFO Julie Marie Pelkowski reported a compensation-related adjustment to her deferred share holdings. She received 285.772 Incentive Compensation Deferral Plan share credits, tied to an Annual Incentive Plan award, each representing the right to receive one share of Class A common stock upon retirement or separation from the company.

These plan share credits have no exercise or expiration dates and do not involve an open-market purchase or sale. After this adjustment, her account shows 2,081.740 plan share credits, and her direct holdings of Class A common stock are reported at 660.265 shares.

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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*
Pelkowski Julie Marie

(Last) (First) (Middle)
100 ERIE INSURANCE PLACE

(Street)
ERIE PA 16530

(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)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP & CFO
3. Date of Earliest Transaction (Month/Day/Year)
03/13/2026
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 660.265 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
Incentive Compensation Deferral Plan Share Credits $0(1) 03/13/2026 J(2) 285.772 (3) (3) Class A Common Stock 285.772 $246.91 2,081.74 D
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 an Annual 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:
Cynthia R Crosby, Power of Attorney 03/16/2026
** 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.

FAQ

What did ERIE (ERIE) EVP & CFO Julie Pelkowski report in this Form 4?

Julie Pelkowski reported receiving 285.772 deferred share credits under Erie Indemnity’s Incentive Compensation Deferral Plan. These credits stem from an Annual Incentive Plan award and represent a right to receive the same number of Class A common shares in the future.

Are the ERIE (ERIE) Form 4 transactions open-market buys or sells?

The reported activity is not an open-market buy or sell. It reflects an internal, compensation-related allocation of 285.772 share credits under a deferred compensation plan, rather than a discretionary purchase or sale of Class A common stock in the market.

What do the ERIE (ERIE) 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 the company. They are periodically credited to eligible employees’ accounts under the Incentive Compensation Deferral Plan.

Do the ERIE (ERIE) deferred share credits have an exercise or expiration date?

The deferred share credits have no exercise or expiration dates. According to the disclosure, they remain in the executive’s plan account and convert into Class A common stock only when the individual retires or otherwise separates from service.

How many ERIE (ERIE) deferred share credits and shares does Julie Pelkowski now hold?

Following the reported transaction, Julie Pelkowski’s plan account reflects 2,081.740 Incentive Compensation Deferral Plan share credits. Her directly held Class A common stock position is reported at 660.265 shares, separate from the deferred share credits.

What is the nature of the restructuring-type transaction in this ERIE (ERIE) Form 4?

The Form 4 classifies the 285.772-share entry as an “other” transaction under code J, associated with compensation restructuring. It records share credits allocated from an Annual Incentive Plan award into the deferred compensation plan, not a market-based trade.
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