STOCK TITAN

Erie Indemnity (ERIE) EVP logs small 401(k) stock move, deferral credits

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

Rhea-AI Filing Summary

Erie Indemnity Company Executive Vice President Cody Cook reported a small participant-directed transaction in company stock and updated his deferred compensation holdings. On Class A common stock, a code J transaction labeled as “other acquisition or disposition” covered 4.957 shares at $239.7500 per share, leaving 1,147.2680 shares held directly.

Cook also reported Incentive Compensation Deferral Plan Share Credits tied to Erie Indemnity Class A common stock. These credits total 1,283.6420 underlying shares and represent the right to receive an equivalent number of shares when he retires or otherwise separates from service, with no exercisable or expiration dates.

Positive

  • None.

Negative

  • None.
Insider Cook Cody
Role Executive Vice President
Type Security Shares Price Value
Other Class A Common Stock 4.957 $239.75 $1K
holding Incentive Compensation Deferral Plan Share Credits -- -- --
Holdings After Transaction: Class A Common Stock — 1,147.268 shares (Direct, null); Incentive Compensation Deferral Plan Share Credits — 1,283.642 shares (Direct, null)
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.
Code J transaction shares 4.9570 shares Class A Common Stock, other acquisition or disposition
Transaction price per share $239.7500 per share Class A Common Stock code J transaction
Post-transaction common shares 1,147.2680 shares Class A Common Stock held directly after transaction
Deferral plan underlying shares 1,283.6420 shares Incentive Compensation Deferral Plan Share Credits
Exercise price on deferral credits $0.0000 Incentive Compensation Deferral Plan Share Credits
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 and highly compensated employees of Erie Indemnity Company pursuant to its Incentive Compensation Deferral 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.
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 when the reporting individual retires or otherwise separates from service with the Company."
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.
other acquisition or disposition financial
"transaction_code_description: "Other acquisition or disposition" for the code J transaction in Class A Common Stock."
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
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*
Cook Cody

(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)
06/30/2026
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 Stock06/30/2026J(1)4.957A$239.751,147.268D
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 Stock1,283.6421,283.642D
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 Attorney07/01/2026
** 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)

FAQ

What insider transaction did ERIE Executive Vice President Cody Cook report?

Cody Cook reported a small code J transaction in Erie Indemnity Class A common stock involving 4.957 shares at $239.7500. The filing classifies it as an “other acquisition or disposition” and notes it was a participant-directed transaction under a 401(k) Plan.

How many ERIE Class A common shares does Cody Cook hold after this Form 4?

After the reported transaction, Cody Cook directly holds 1,147.2680 Erie Indemnity Class A common shares. This reflects the position following the 4.957-share participant-directed 401(k) Plan transaction categorized as code J, “other acquisition or disposition,” on June 30, 2026.

What are ERIE Incentive Compensation Deferral Plan Share Credits reported by Cody Cook?

The Incentive Compensation Deferral Plan Share Credits are periodically credited units tied to Erie Indemnity Class A common stock. For Cody Cook, they represent 1,283.6420 underlying shares, deliverable in an equivalent number of shares when he retires or otherwise separates from service with the company.

Do Cody Cook’s ERIE deferral plan share credits have an exercise or expiration date?

The deferral plan share credits reported by Cody Cook do not have exercisable or expiration dates. They represent the right to receive an equivalent number of Erie Indemnity Class A common shares upon his retirement or other separation from service, rather than traditional stock options.

Was Cody Cook’s ERIE Form 4 transaction a typical market buy or sell?

No, the transaction was coded J as “other acquisition or disposition” rather than a standard market buy or sell. The filing describes it as a participant-directed transaction under a 401(k) Plan, indicating internal account movement instead of an open-market purchase or sale.