STOCK TITAN

Erie Indemnity EVP buys 4 shares in 401(k) plan

ERIE INDEMNITY CO (ERIE) reported an insider equity change by Executive Vice President Sarah Shine.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

ERIE INDEMNITY CO (ERIE) reported an insider equity change by Executive Vice President Sarah Shine. On 2026-08-31, Shine acquired 4.107 shares of Class A common stock at $255.56 per share through a participant directed transaction under the company 401(k) Plan, bringing her directly held Class A position to 572.68 shares.

Shine also has Incentive Compensation Deferral Plan Share Credits, representing the right to receive 2,712.05 shares of Class A common stock upon retirement or other separation from service. These share credits have no exercise or expiration dates and are held directly under the company’s Incentive Compensation Deferral Plan.

Positive

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Negative

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Insider Shine Sarah
Role Executive Vice President
Type Security Shares Price Value
Other Class A Common Stock F1 4.107 $255.56 $1K
holding Incentive Compensation Deferral Plan Share Credits F2, F3 -- -- --
Holdings After Transaction: Class A Common Stock — 572.68 shares (Direct); Incentive Compensation Deferral Plan Share Credits — 2,712.05 contracts (Direct)
Footnotes (3)
  1. F1. Participant directed transaction under 401(k) Plan.
  2. F2. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
  3. F3. 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.
Class A shares acquired 4.107 shares Participant directed 401(k) Plan transaction on 2026-08-31
Transaction price per share $255.56 per share Acquisition of ERIE Class A common stock on 2026-08-31
Class A shares held after transaction 572.68 shares Direct holdings of Sarah Shine following 2026-08-31 transaction
Incentive Compensation Deferral Plan Share Credits 2,712.05 share credits Right to receive equivalent number of ERIE Class A shares upon separation from service
Underlying Class A shares for deferral credits 2,712.05 shares Underlying ERIE Class A common stock for deferral plan share credits reported as of 2026-08-31
participant directed transaction financial
"Participant directed transaction under 401(k) Plan."
Incentive Compensation Deferral Plan Share Credits financial
"The shares subject to this reporting are Share Credits which are periodically"
Incentive Compensation Deferral Plan financial
"pursuant to its Incentive Compensation Deferral Plan."
Share Credits financial
"These Share Credits represent the right to receive an equivalent number"

FAQ

What insider transaction did ERIE (ERIE) disclose for Sarah Shine?

ERIE reported that Executive Vice President Sarah Shine acquired 4.107 shares of Class A common stock on 2026-08-31 via a participant directed transaction under the company 401(k) Plan, at a reported price of $255.56 per share.

How many ERIE (ERIE) Class A shares does Sarah Shine hold after this transaction?

After the 2026-08-31 transaction, Sarah Shine directly holds 572.68 shares of ERIE Class A common stock. This figure reflects the position reported following the acquisition of 4.107 shares through the 401(k) Plan transaction.

What price per share was reported for Sarah Shine’s ERIE (ERIE) acquisition?

The filing states that Sarah Shine’s acquisition of ERIE Class A common stock was at a price of $255.56 per share, based on a participant directed transaction under the company’s 401(k) Plan.

What are the Incentive Compensation Deferral Plan Share Credits reported for ERIE (ERIE)?

The filing reports Incentive Compensation Deferral Plan Share Credits for Sarah Shine, representing the right to receive 2,712.05 shares of ERIE Class A common stock when she retires or otherwise separates from service. These credits have no exercise or expiration dates.

How many ERIE (ERIE) deferral plan share credits does Sarah Shine have?

Sarah Shine has 2,712.05 Incentive Compensation Deferral Plan Share Credits, each representing the right to receive one ERIE Class A common share upon retirement or other separation from service, with no exercisable or expiration dates.

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Learn about SEC filing dates
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*
Shine Sarah

(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)
Executive Vice President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/31/2026
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 Stock08/31/2026J(1)4.107A$255.56572.68D
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(2) (3) (3)Class A Common Stock2,712.052,712.05D
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:
Rebecca A. Buona, Power of Attorney09/01/2026
** 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)