STOCK TITAN

ERIE (ERIE) director boosts deferred compensation share credits, updates trust holding

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

Rhea-AI Filing Summary

ERIE Indemnity director Charles Scott Hartz reported updates to his equity holdings. An indirect holding shows 1,097.427 Class A common shares held by the C. Scott Hartz 2005 Delaware Trust. In addition, 39.475 Directors' Deferred Compensation Share Credits were recorded at $253.63 per share under the Directors' Deferred Compensation Plan.

These Share Credits under the Outside Directors' Stock Plan represent the right to receive an equivalent number of Class A common shares when his board service ends and have no exercisable or expiration dates.

Positive

  • None.

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Insider HARTZ CHARLES SCOTT
Role null
Type Security Shares Price Value
Other Directors' Deferred Compensation Share Credits 39.475 $253.63 $10K
holding Class A Common Stock -- -- --
Holdings After Transaction: Directors' Deferred Compensation Share Credits — 19,198.626 shares (Direct, null); Class A Common Stock — 1,097.427 shares (Indirect, By C. Scott Hartz 2005 Delaware Trust)
Footnotes (1)
  1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. Acquired under Directors' Deferred Compensation Plan. 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.
New Share Credits 39.475 share credits Directors' Deferred Compensation Share Credits added
Reference Price $253.63 per share Price used for deferred compensation share credits
Total Share Credits 19,198.626 share credits Directors' Deferred Compensation Share Credits after transaction
Indirect Common Shares 1,097.427 shares Class A common stock held by C. Scott Hartz 2005 Delaware Trust
Directors' Deferred Compensation Plan financial
"Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan."
Outside Directors' Stock Plan financial
"These Share Credits are periodically credited pursuant to its Outside Directors' Stock Plan."
Share Credits financial
"These Share Credits represent the right to receive an equivalent number of shares of Erie Indemnity Company Class A common stock."
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*
HARTZ CHARLES SCOTT

(Last)(First)(Middle)
THE HARTZ GROUP
TWO BALA PLAZA, SUITE 300

(Street)
BALA CYNWYD PENNSYLVANIA 19004

(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)
04/20/2026
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 Stock1,097.427IBy C. Scott Hartz 2005 Delaware 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)04/20/2026J(2)39.475 (3) (3)Class A Common Stock39.475$253.6319,198.626D
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 Attorney04/22/2026
** 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)

FAQ

What insider activity did ERIE (ERIE) director Charles Scott Hartz report?

He reported an indirect holding of 1,097.427 Class A shares held by a Delaware trust and 39.475 Directors' Deferred Compensation Share Credits credited under ERIE’s plans, with no open-market purchases or sales disclosed in this filing.

What are the Directors' Deferred Compensation Share Credits at ERIE (ERIE)?

They are Share Credits periodically credited to directors’ accounts under the Outside Directors' Stock Plan. Each credit represents the right to receive one Class A common share when a director’s board service ends, with no traditional exercise or expiration dates attached.

How many ERIE (ERIE) Directors' Deferred Compensation Share Credits does Hartz now hold?

After the reported transaction, Charles Scott Hartz holds 19,198.626 Directors' Deferred Compensation Share Credits. These credits correspond to the right to receive an equivalent number of ERIE Class A common shares at the end of his service as a director.

At what reference price were the new ERIE (ERIE) Share Credits recorded?

The filing shows 39.475 Share Credits tied to ERIE Class A common stock at $253.63 per share. This price is used for the deferred compensation accounting under the Directors' Deferred Compensation Plan, rather than indicating an open-market trade.

Does this ERIE (ERIE) Form 4 show any open-market stock purchases or sales?

No. The Form 4 reflects an updated indirect holding in a Delaware trust and an “other” transaction adding Share Credits under a compensation plan. It does not report open-market buying or selling of ERIE Class A common stock by the director.