How many Erie Indemnity (ERIE) deferred share credits does Jonathan Hirt Hagen now hold?

He now holds 16,896.473 deferred share credits. These were accumulated under Erie Indemnity’s Directors’ Deferred Compensation Plan and represent the right to receive an equivalent number of Class A common shares after his service as a director concludes, with no set exercise or expiration dates.

Erie Indemnity director adds deferred share credits

Erie Indemnity Company director Jonathan Hirt Hagen reported updated holdings of Erie Indemnity Class A and Class B securities.

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Form Type

Rhea-AI Filing Summary

Erie Indemnity Company director Jonathan Hirt Hagen reported updated holdings of Erie Indemnity Class A and Class B securities. The main new activity was the acquisition of 39.475 Directors' Deferred Compensation share credits at a reference price of $253.63 per credit under the Directors' Deferred Compensation Plan, bringing his deferred share-credit balance to 16,896.473 credits.

These share credits represent the right to receive an equivalent number of Class A common shares when his board service ends, with no exercise or expiration dates. The filing also lists direct ownership of 223,130 Class A shares, small indirect Class A positions held by a son and daughter for which he disclaims beneficial ownership, and significant indirect Class B holdings through trusts. According to the company’s charter, each Class B share is convertible at any time into Class A stock at a rate of 2,400 Class A shares for each Class B share.

Insider Trade Summary

Other: 39.475 shares

Other 8 txns

Insider Hagen Jonathan Hirt

Role Director

Type	Security	Shares	Price	Value
Other	Directors' Deferred Compensation Share Credits	39.475	$253.63	$10K
holding	Class B Common Stock	--	--	--
holding	Class B Common Stock	--	--	--
holding	Class B Common Stock	--	--	--
holding	Class B Common Stock	--	--	--
holding	Class A Common Stock	--	--	--
holding	Class A Common Stock	--	--	--
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Directors' Deferred Compensation Share Credits — 16,896.473 contracts (Direct); Class B Common Stock — 2,400 contracts (Direct); Class B Common Stock — 1,404,000 contracts (Indirect, Contingent Beneficiary & Co-Trustee, Trust (#1)); Class B Common Stock — 1,404,000 contracts (Indirect, Contingent Beneficiary & Co-Trustee, Trust (#2)); Class B Common Stock — 2,808,000 contracts (Indirect, Primary Beneficiary & Co-Trustee, Trust); Class A Common Stock — 223,130 shares (Direct); Class A Common Stock — 200 shares (Indirect, By Daughter); Class A Common Stock — 200 shares (Indirect, By Son)

Footnotes (5)

F1. Held by family member. The Reporting Person disclaims beneficial ownership of these reported securities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose.
F2. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
F3. Acquired under Directors' Deferred Compensation Plan.
F4. 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.
F5. Pursuant to the Articles of Incorporation of the Company, as amended, shares of Class B Common Stock (voting) of Erie Indemnity Company are convertible at any time to shares of Class A Common Stock (non-voting) at a conversion rate of 2,400 shares of Class A Stock for each share of Class B Stock. There are no exercise or expiration dates associated with this conversion feature and no specific exercise price when a Class B share is converted into Class A shares.

Key Figures

Deferred share credits acquired: 39.475 credits Reference price per share credit: $253.63 per credit Deferred share credits balance: 16,896.473 credits +5 more

8 metrics

Deferred share credits acquired 39.475 credits Directors' Deferred Compensation Plan transaction on Class A basis

Reference price per share credit <money>$253.63</money> per credit Directors' Deferred Compensation Plan transaction

Deferred share credits balance 16,896.473 credits Total Directors' Deferred Compensation share credits after transaction

Direct Class A holdings 223,130 shares Class A common stock directly owned after reported transactions

Indirect Class B trust position 2,808,000 underlying shares Class A underlying shares from one Class B trust holding

Additional indirect Class B trust position 1,404,000 underlying shares Class A underlying shares for each of two other trusts

Direct Class B holdings 2,400 underlying shares Class A underlying shares from directly held Class B stock

Class B to Class A conversion rate 2,400:1 2,400 Class A shares for each Class B share under charter

Key Terms

Directors' Deferred Compensation Plan, Outside Directors' Stock Plan, Share Credits, Class B Common Stock, +1 more

5 terms

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

"credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock Plan."

Class B Common Stock financial

"shares of Class B Common Stock (voting) of Erie Indemnity Company are convertible at any time"

A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.

beneficial ownership financial

"The Reporting Person disclaims beneficial ownership of these reported securities"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did ERIE director Jonathan Hirt Hagen report in his latest Form 4 filing?

He reported updated holdings and a compensation-related transaction. Hagen acquired 39.475 Directors’ Deferred Compensation share credits, increasing his deferred balance to 16,896.473 credits, each representing a future right to receive one Erie Indemnity Class A common share when his board service ends.

What compensation transaction involving ERIE shares occurred in this Form 4?

The filing shows an acquisition of 39.475 Directors’ Deferred Compensation share credits at a reference price of $253.63. This J-code transaction is classified as “other” and reflects deferred director compensation rather than an open-market purchase or sale of Erie Indemnity common stock.

What direct Class A common stock holdings in ERIE does Jonathan Hirt Hagen report?

He reports direct ownership of 223,130 Class A common shares. This figure reflects his personal holdings recorded in the Form 4 and is separate from indirect interests through family members, trusts, or deferred compensation share credits disclosed elsewhere in the same filing.

How are ERIE Class B shares treated in relation to Class A common stock?

According to the company’s charter, each Class B common share is convertible at any time into Class A common stock. The stated conversion rate is 2,400 shares of Erie Indemnity Class A common stock for each share of Class B common stock, with no exercise price or expiration dates.

Does Jonathan Hirt Hagen claim beneficial ownership of ERIE shares held by family members?

For shares held by certain family members, the filing states he disclaims beneficial ownership. The Form 4 explains these securities are held by family members, and it specifies that this disclosure is not an admission that he is the beneficial owner for Section 16 or other purposes.

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Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 04/21/2026 - 04:05 PM EDT

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^*

Hagen Jonathan Hirt

(Last)

(First)

(Middle)

19 UNIVERSITY MEWS

(Street)

PHILADELPHIA

PENNSYLVANIA

19104-4756

(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)

X	Director	10% 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)

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock								223,130	D
Class A Common Stock								200	I	By Daughter⁽¹⁾
Class A Common Stock								200	I	By Son⁽¹⁾

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Directors' Deferred Compensation Share Credits	$0⁽²⁾	04/20/2026		J⁽³⁾		39.475		⁽⁴⁾	⁽⁴⁾	Class A Common Stock	39.475	$253.63	16,896.473	D
Class B Common Stock	$0⁽⁵⁾							⁽⁵⁾	⁽⁵⁾	Class A Common Stock	2,400⁽⁵⁾		1⁽⁵⁾	D
Class B Common Stock	$0⁽⁵⁾							⁽⁵⁾	⁽⁵⁾	Class A Common Stock	1,404,000⁽⁵⁾		585⁽⁵⁾	I	Contingent Beneficiary & Co-Trustee, Trust (#1)
Class B Common Stock	$0⁽⁵⁾							⁽⁵⁾	⁽⁵⁾	Class A Common Stock	1,404,000⁽⁵⁾		585⁽⁵⁾	I	Contingent Beneficiary & Co-Trustee, Trust (#2)
Class B Common Stock	$0⁽⁵⁾							⁽⁵⁾	⁽⁵⁾	Class A Common Stock	2,808,000⁽⁵⁾		1,170⁽⁵⁾	I	Primary Beneficiary & Co-Trustee, Trust

Explanation of Responses:

1. Held by family member. The Reporting Person disclaims beneficial ownership of these reported securities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose.

2. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.

3. Acquired under Directors' Deferred Compensation Plan.

4. 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.

5. Pursuant to the Articles of Incorporation of the Company, as amended, shares of Class B Common Stock (voting) of Erie Indemnity Company are convertible at any time to shares of Class A Common Stock (non-voting) at a conversion rate of 2,400 shares of Class A Stock for each share of Class B Stock. There are no exercise or expiration dates associated with this conversion feature and no specific exercise price when a Class B share is converted into Class A shares.

Remarks:

	Rebecca A. Buona, Power of Attorney	04/21/2026
	** 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)

Source: View Original Filing on SEC EDGAR