Erie Indemnity (ERIE) CFO logs 401(k) share move, 2,081.74 credits

Rhea-AI Filing Summary

Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported a small participant-directed transaction under the company 401(k) Plan, involving 2.679 shares of Class A common stock at $251.31 per share. Following this, she directly holds 662.944 Class A shares.

The filing also updates her position in Incentive Compensation Deferral Plan Share Credits, which total 2,081.740 share credits tied to Class A common stock. These credits represent the right to receive an equal number of shares when she retires or otherwise separates from the company and have no exercise or expiration dates.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Pelkowski Julie Marie

Role EVP & CFO

Type	Security	Shares	Price	Value
Other	Class A Common Stock	2.679	$251.31	$673.26
holding	Incentive Compensation Deferral Plan Share Credits	--	--	--

Holdings After Transaction: Class A Common Stock — 662.944 shares (Direct); Incentive Compensation Deferral Plan Share Credits — 2,081.74 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.

Key Figures

401(k) transaction size: 2.679 shares 401(k) transaction price: $251.31 per share Direct Class A holdings: 662.944 shares +2 more

5 metrics

401(k) transaction size 2.679 shares Participant-directed 401(k) Plan transaction in Class A Common Stock

401(k) transaction price $251.31 per share Price for Class A Common Stock in reported 401(k) transaction

Direct Class A holdings 662.944 shares Direct Class A Common Stock owned after transaction

Deferral plan share credits 2,081.740 share credits Incentive Compensation Deferral Plan Share Credits tied to Class A stock

Deferral plan exercise price $0.00 Exercise price for Incentive Compensation Deferral Plan Share Credits

Key Terms

Participant directed transaction, 401(k) Plan, Incentive Compensation Deferral Plan Share Credits, Incentive Compensation Deferral Plan, +1 more

5 terms

Participant directed transaction financial

"Participant directed transaction under 401(k) 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.

Incentive Compensation Deferral Plan Share Credits financial

"Incentive Compensation Deferral Plan Share Credits"

Incentive Compensation Deferral Plan financial

"shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan."

Class A common stock financial

"shares of Erie Indemnity Company Class A common stock when the reporting individual retires"

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 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 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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP & CFO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	03/31/2026		J(1)		2.679	A	$251.31	662.944	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(2)							(3)	(3)	Class A Common Stock	2,081.74		2,081.74	D

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 Attorney	04/01/2026
	** 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.
* Form 4: SEC 1474 (03-26)

FAQ

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

Julie Pelkowski reported a small participant-directed transaction under Erie Indemnity’s 401(k) Plan involving 2.679 Class A shares. She also updated her Incentive Compensation Deferral Plan Share Credits holdings, which represent future rights to receive Erie Indemnity Class A common stock.

How many ERIE Class A shares does the CFO hold after the transaction?

After the participant-directed 401(k) transaction, the CFO directly holds 662.944 Class A common shares. This figure reflects her updated direct ownership reported in the filing and indicates her remaining equity stake outside the separate Incentive Compensation Deferral Plan Share Credits position.

What are Incentive Compensation Deferral Plan Share Credits at ERIE?

Incentive Compensation Deferral Plan Share Credits are bookkeeping entries for select Erie Indemnity managers and highly compensated employees. They represent the right to receive an equivalent number of Class A common shares when the individual retires or otherwise separates from service, without exercise or expiration dates.

How many ERIE Incentive Compensation Deferral Plan Share Credits does the CFO have?

The CFO has 2,081.740 Incentive Compensation Deferral Plan Share Credits tied to Erie Indemnity Class A common stock. These credits give her the right to receive an equal number of shares upon retirement or separation, functioning as a deferred equity-based compensation arrangement.

Was this ERIE Form 4 a buy or sell of shares?

The filing describes a participant-directed transaction under the 401(k) Plan coded as an “other” transaction, not a standard open-market buy or sell. It primarily reflects reallocation or restructuring within the plan rather than a discretionary purchase or sale of Erie Indemnity shares.