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Erie Indemnity (ERIE) EVP acquires 8.699 deferred share credits via plan

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Erie Indemnity Company executive Cody Cook, Executive Vice President, reported acquiring 8.699 Incentive Compensation Deferral Plan Share Credits on July 21, 2026 through dividend reinvestment. These credits represent the right to receive an equivalent number of Class A common shares upon retirement or separation, bringing his plan balance to 1,292.341 share credits and his direct Class A holdings to 1,147.268 shares.

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Insider Cook Cody
Role Executive Vice President
Type Security Shares Price Value
Other Incentive Compensation Deferral Plan Share Credits F1, F2, F3 8.699 $215.82 $2K
holding Class A Common Stock -- -- --
Holdings After Transaction: Incentive Compensation Deferral Plan Share Credits — 1,292.341 shares (Direct); Class A Common Stock — 1,147.268 shares (Direct)
Footnotes (3)
  1. F1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
  2. F2. Acquired under dividend reinvestment for 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.
Share Credits Acquired 8.6990 share credits Incentive Compensation Deferral Plan Share Credits acquired on July 21, 2026
Total Share Credits After 1292.3410 share credits Incentive Compensation Deferral Plan Share Credits balance following transaction
Class A Shares Held Directly 1147.2680 shares Direct Class A common stock holdings following reported transactions
Derivative Transactions Reported 1 transaction Number of derivative transactions reported in this Form 4
Incentive Compensation Deferral Plan Share Credits financial
"Shares subject to this reporting are Share Credits periodically credited to accounts"
dividend reinvestment financial
"Acquired under dividend reinvestment for the Erie Indemnity Company Incentive Compensation Deferral Plan"
Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.
Class A common stock financial
"Right to receive an equivalent number of shares of Erie Indemnity Company Class A common stock"
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.

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

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FAQ

What insider transaction did Erie Indemnity (ERIE) executive Cody Cook report?

Cody Cook reported acquiring 8.699 Incentive Compensation Deferral Plan Share Credits for Erie Indemnity on July 21, 2026. The credits were obtained through dividend reinvestment and are linked to Erie Indemnity Class A common stock as a deferred compensation benefit.

How many deferred share credits does Cody Cook hold in ERIE after this transaction?

After the reported transaction, Cody Cook holds 1,292.341 Incentive Compensation Deferral Plan Share Credits with Erie Indemnity. These Share Credits are part of a deferral plan for select management and represent future rights to an equivalent number of Class A common stock shares.

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

Erie Indemnity Incentive Compensation Deferral Plan Share Credits are periodically credited units for select management and highly compensated employees. They represent the right to receive an equivalent number of Class A common stock shares when the individual retires or otherwise separates from service, with no expiration date.

How many Erie Indemnity (ERIE) Class A common shares does Cody Cook own directly?

Following the reported activity, Cody Cook directly owns 1,147.268 shares of Erie Indemnity Class A common stock. This figure reflects his direct shareholding separate from the deferred Share Credits held under the Incentive Compensation Deferral Plan.

Was Cody Cook's ERIE transaction an open-market stock purchase or sale?

No. The Form 4 shows an “other” acquisition (code J) of 8.699 deferred Share Credits through dividend reinvestment in Erie Indemnity’s Incentive Compensation Deferral Plan, rather than an open-market purchase or sale of Class A common stock.
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)
07/21/2026
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 Stock1,147.268D
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(1)07/21/2026J(2)8.699 (3) (3)Class A Common Stock8.699$215.821,292.341D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
2. Acquired under dividend reinvestment for 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 Attorney07/23/2026
** 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)