Erie Indemnity CFO adds shares via 401(k) plan

Erie Indemnity’s executive vice president and chief financial officer, Julie Marie Pelkowski, reported a small participant-directed transaction in the company’s 401(k) plan.

Rhea-AI Filing Summary

Erie Indemnity’s executive vice president and chief financial officer, Julie Marie Pelkowski, reported a small participant-directed transaction in the company’s 401(k) plan. On January 31, 2026, she acquired 5.172 shares of Class A common stock at $283.01 per share, bringing her directly held balance to 657.916 shares.

The filing also notes 1,795.968 Incentive Compensation Deferral Plan Share Credits, which represent the right to receive an equivalent number of Class A shares when she retires or otherwise leaves the company. These share credits have no exercise or expiration dates and are part of a deferred compensation program for select management and highly compensated employees.

Insider Trade Summary

Other: 5.172 shares

Other 2 txns

Insider Pelkowski Julie Marie

Role EVP & CFO

Type	Security	Shares	Price	Value
Other	Class A Common Stock	5.172	$283.01	$1K
holding	Incentive Compensation Deferral Plan Share Credits	--	--	--

Holdings After Transaction: Class A Common Stock — 657.916 shares (Direct); Incentive Compensation Deferral Plan Share Credits — 1,795.968 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.

FAQ

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What insider transaction did ERIE’s EVP & CFO report on January 31, 2026?

Erie Indemnity’s EVP & CFO, Julie Marie Pelkowski, reported acquiring 5.172 shares of Class A common stock on January 31, 2026. The participant-directed transaction occurred under the company’s 401(k) plan at a price of $283.01 per share.

How many Erie Indemnity shares does the CFO hold after this Form 4 filing?

After the reported transaction, the CFO directly holds 657.916 shares of Erie Indemnity Class A common stock. This figure reflects her beneficial ownership following the 5.172-share acquisition through a participant-directed transaction in the company’s 401(k) plan.

What are Erie Indemnity Incentive Compensation Deferral Plan Share Credits?

Incentive Compensation Deferral Plan Share Credits are bookkeeping entries that track deferred compensation for select Erie Indemnity managers. Each share credit represents the right to receive one Class A common share when the participant retires or otherwise separates from the company.

How many deferral plan share credits does ERIE’s CFO currently have?

The CFO has 1,795.968 Incentive Compensation Deferral Plan Share Credits outstanding. These credits correspond to an equivalent number of Erie Indemnity Class A common shares to be delivered upon her retirement or separation, with no exercise or expiration dates attached.

Does the reported Erie Indemnity transaction involve stock options or warrants?

The transaction does not involve stock options or warrants. It reflects a participant-directed 401(k) purchase of Class A common stock and the reporting of existing Incentive Compensation Deferral Plan Share Credits, which have no conversion price or expiration date.

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Accepted by SEC EDGAR 02/02/2026 - 03:21 PM 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 PA 16530

(City) (State) (Zip)

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

3. Date of Earliest Transaction (Month/Day/Year)
01/31/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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	01/31/2026		J(1)		5.172	A	$283.01	657.916	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	1,795.968		1,795.968	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	02/02/2026
	** 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.