ERIE CFO logs small 401(k) share transaction

ERIE INDEMNITY CO EVP & CFO Julie Marie Pelkowski reported a small, participant-directed share transaction and updated deferred share credit holdings.

Rhea-AI Filing Summary

ERIE INDEMNITY CO EVP & CFO Julie Marie Pelkowski reported a small, participant-directed share transaction and updated deferred share credit holdings.

A code J entry shows a 401(k) Plan transaction involving 1.295 Class A common shares at $213.07 per share, leaving 672 Class A shares held directly. Separately, she holds Incentive Compensation Deferral Plan Share Credits tied to 2,093.733 underlying Class A shares, which represent the right to receive the same number of shares when she retires or otherwise separates from the company and have no exercisable or expiration dates.

Insider Trade Summary

Other: 1.295 shares

Other 2 txns

Insider Pelkowski Julie Marie

Role EVP & CFO

Type	Security	Shares	Price	Value
Other	Class A Common Stock	1.295	$213.07	$275.93
holding	Incentive Compensation Deferral Plan Share Credits	--	--	--

Holdings After Transaction: Class A Common Stock — 672 shares (Direct); Incentive Compensation Deferral Plan Share Credits — 2,093.733 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.

Key Figures

Code J transaction size: 1.295 shares Transaction price: $213.07 per share Shares after transaction: 672 shares +3 more

6 metrics

Code J transaction size 1.295 shares Class A Common Stock participant-directed 401(k) transaction

Transaction price $213.07 per share Class A Common Stock code J transaction

Shares after transaction 672 shares Class A Common Stock held directly after code J transaction

Deferred share credits 2,093.733 underlying shares Incentive Compensation Deferral Plan Share Credits tied to Class A

Exercise price on credits $0.0000 Incentive Compensation Deferral Plan Share Credits exercise price field

Restructuring shares 1.295 shares TransactionSummary restructuringShares for code J entry

Key Terms

Incentive Compensation Deferral Plan Share Credits, 401(k) Plan, Incentive Compensation Deferral Plan, Share Credits

4 terms

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.

Incentive Compensation Deferral Plan financial

"Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral 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 when the reporting individual retires or otherwise separates from service with the Company."

FAQ

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

What insider transaction did ERIE (ERIE) report for Julie Marie Pelkowski?

ERIE reported that EVP & CFO Julie Marie Pelkowski had a code J 401(k) Plan transaction involving 1.295 Class A common shares at $213.07 per share, leaving her with 672 Class A shares held directly afterward.

How many ERIE (ERIE) Class A shares does Julie Marie Pelkowski hold after this Form 4?

After the reported transaction, Julie Marie Pelkowski directly holds 672 shares of ERIE Class A common stock. This figure comes from the Form 4’s total shares following transaction field for the non-derivative Class A common stock line.

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

The filing shows Incentive Compensation Deferral Plan Share Credits linked to 2,093.733 underlying ERIE Class A shares. These credits periodically accrue for select management and highly compensated employees under the plan, representing a right to receive an equivalent number of Class A shares in the future.

When can Pelkowski receive ERIE (ERIE) shares from her Share Credits?

The Share Credits allow Julie Marie Pelkowski to receive an equivalent number of ERIE Class A common shares when she retires or otherwise separates from service with the company, according to the description of the Incentive Compensation Deferral Plan in the filing.

Do Pelkowski’s ERIE (ERIE) Share Credits have an exercise or expiration date?

No, the Share Credits reported for Julie Marie Pelkowski under the Incentive Compensation Deferral Plan do not have exercisable or expiration dates. The filing states explicitly there are no exercisable or expiration dates for these securities.

What does the code J transaction mean in Pelkowski’s ERIE (ERIE) Form 4?

The code J entry is described as an “Other acquisition or disposition” and is further clarified as a participant directed transaction under a 401(k) Plan. It involved 1.295 Class A shares at $213.07 per share and is characterized as a restructuring-type event.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/01/2026 - 02:37 PM EDT Learn about SEC filing dates

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^*

Pelkowski Julie Marie

(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)
	EVP & CFO

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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	05/31/2026		J(1)		1.295	A	$213.07	672	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Incentive Compensation Deferral Plan Share Credits	$0(2)							(3)	(3)	Class A Common Stock	2,093.733		2,093.733	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)