What was the size and price of the ERIE (ERIE) plan-related transaction?

The Form 4 shows a plan-related "other" transaction for 5.636 ERIE Class A common shares at a price of $213.0700 per share. This is classified as an other acquisition or disposition, not a standard open-market purchase or sale, and is participant-directed under a 401(k) plan.

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

The filing explains that Incentive Compensation Deferral Plan Share Credits periodically accrue to certain ERIE employees’ accounts. These credits give the right to receive an equivalent number of ERIE Class A common shares when the individual retires or otherwise separates from service, with no exercise or expiration dates.

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

According to the Form 4, Sarah Shine holds 2,693.7960 Incentive Compensation Deferral Plan Share Credits. Each credit represents the right to receive one ERIE Class A common share upon retirement or other separation from the company, with no exercisable or expiration dates specified.

ERIE (ERIE) EVP Sarah Shine reports 401(k) share move and 2,694 plan credits

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

ERIE Indemnity Executive Vice President Sarah Shine reported routine plan-related equity activity. A Form 4 shows an "other" transaction involving 5.636 shares of Class A common stock at $213.0700 per share, characterized as an other acquisition or disposition and described in a footnote as a participant-directed transaction under a 401(k) plan.

Following this transaction, Shine directly holds 552.9210 Class A shares. She also has 2,693.7960 incentive compensation deferral plan share credits, which represent the right to receive an equivalent number of Class A shares upon retirement or separation from ERIE, with no exercisable or expiration dates.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Shine Sarah

Role Executive Vice President

Type	Security	Shares	Price	Value
Other	Class A Common Stock	5.636	$213.07	$1K
holding	Incentive Compensation Deferral Plan Share Credits	--	--	--

Holdings After Transaction: Class A Common Stock — 552.921 shares (Direct, null); Incentive Compensation Deferral Plan Share Credits — 2,693.796 shares (Direct, null)

Footnotes (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

Plan-related share transaction: 5.636 shares Transaction price: $213.0700 per share Direct Class A holdings: 552.9210 shares +3 more

6 metrics

Plan-related share transaction 5.636 shares Class A common stock under code J on 2026-05-31

Transaction price $213.0700 per share Price for 5.636 Class A shares in other transaction

Direct Class A holdings 552.9210 shares Shares owned directly by Sarah Shine after transaction

Deferral plan share credits 2,693.7960 credits Right to receive equivalent ERIE Class A shares at separation

Exercise price of credits $0.0000 Incentive Compensation Deferral Plan Share Credits

Restructuring-classified shares 5.636 shares Marked as restructuringShares in transaction summary

Key Terms

Incentive Compensation Deferral Plan Share Credits, 401(k) Plan, Class A Common Stock, other acquisition or disposition, +1 more

5 terms

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""

Incentive Compensation Deferral Plan financial

"Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan."

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Form 4 Insider Transactions: What Each Field Means →

06/01/2026 - 02:42 PM

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^*

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)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Executive Vice President

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/31/2026

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)
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	05/31/2026		J⁽¹⁾		5.636	A	$213.07	552.921	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)
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)
Incentive Compensation Deferral Plan Share Credits	⁽²⁾							⁽³⁾	⁽³⁾	Class A Common Stock	2,693.796		2,693.796	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:

	Rebecca A. Buona, Power of Attorney	06/01/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

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

ERIE reported that Executive Vice President Sarah Shine entered an "other" transaction involving 5.636 Class A common shares at $213.0700. The filing also updates her direct holdings and incentive compensation deferral plan share credits tied to future receipt of Class A stock.

How many ERIE (ERIE) Class A shares does Sarah Shine hold after this Form 4?

After the reported transaction, Sarah Shine directly holds 552.9210 ERIE Class A common shares. The Form 4 also notes separate incentive compensation deferral plan share credits that entitle her to additional shares when she retires or otherwise separates from the company.

Does the ERIE (ERIE) Form 4 show any open-market buying or selling by Sarah Shine?

The Form 4 does not report open-market purchases or sales. Instead, it records an "other" transaction under code J involving 5.636 shares and describes a participant-directed 401(k) plan movement, along with updated positions in Class A shares and incentive compensation deferral plan credits.