Erie Indemnity Co Form 4 Filings

Erie Indemnity director Elizabeth A. Vorsheck, a more than 10% owner, reported indirect open-market purchases of Class A common stock through entities associated with her. VEIC Limited Partnership bought 4,000 Class A shares at $200.00 per share, and the Elizabeth Vorsheck Revocable Trust acquired 1,000 shares at $211.50 and 2,000 shares at $211.00 per share.

After these transactions, VEIC Limited Partnership held 3,004,000 Class A shares, while the revocable trust held 267,081 Class A shares, both reported as indirect ownership. The filing also shows significant indirect positions in Class B common stock that is convertible into Class A at a rate of 2,400 Class A shares for each Class B share, as well as 14,461.088 Directors' Deferred Compensation Share Credits representing the right to receive an equivalent number of Class A shares at the end of her board service.

Erie Indemnity Company executive Douglas Edward Smith reported a small participant-directed 401(k) transaction involving 0.921 shares of Class A Common Stock. The transaction, coded as an “other” restructuring event, was executed at $213.07 per share. Following this adjustment, his direct holdings total 5,169.543 Class A shares.

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.

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.

Erie Indemnity Company Senior Vice President, Life, Anthony DaBreo reported a small participant-directed transaction in the company’s Class A Common Stock under a 401(k) plan. The filing shows 2.308 shares at $213.07 per share, with direct holdings of 911.362 shares after the transaction.

ERIE INDEMNITY CO Executive Vice President Cody Cook reported compensation- and plan-related equity positions rather than open-market trades. The filing shows 6.040 shares of Class A common stock in a code J transaction at $213.0700 per share, described as an “other acquisition or disposition” and noted in a footnote as a participant-directed transaction under a 401(k) plan. After this, Cook directly held 1,142.3110 Class A shares.

The report also lists 1,283.6420 Incentive Compensation Deferral Plan Share Credits tied to Class A common stock. Footnotes explain these share credits are periodically credited for a select group of management and highly compensated employees and represent the right to receive an equivalent number of Class A shares when the individual retires or otherwise separates from service, with no exercisable or expiration dates and no applicable conversion price.

Erie Indemnity Company Senior Vice President, Life, Anthony DaBreo reported an open-market sale of 465 shares of Class A Common Stock on May 8, 2026 at a price of $217.10 per share.

Following this transaction, DaBreo directly holds 909.054 shares of Erie Indemnity Class A Common Stock, as reported in the filing.

Erie Indemnity Company executive vice president Douglas Edward Smith reported a participant-directed transaction under a 401(k) plan involving 3.936 shares of Class A Common Stock at $218.93 per share. Following this Form 4 transaction, he held 5,168.622 shares of Erie Indemnity Class A Common Stock directly.

Erie Indemnity Company executive vice president Sarah Shine reported routine compensation-related holdings and a small restructuring transaction. On April 30, 2026, a Form 4 shows a J-coded “other” transaction involving 8.943 shares of Class A common stock at $218.93 per share, leaving her with 547.285 directly held shares.

The filing also reports Incentive Compensation Deferral Plan Share Credits tied to 2,693.796 underlying Class A shares. Footnotes explain these share credits are periodically credited for a select group of management under an incentive compensation deferral plan and represent the right to receive an equivalent number of Class A shares upon retirement or separation, with no set exercise or expiration dates.

Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported a small participant-directed 401(k) plan transaction involving 7.761 shares of Class A common stock at $218.93 per share, coded as an other type of restructuring. After this, she directly holds 670.705 Class A shares and 2,093.733 Incentive Compensation Deferral Plan share credits, which represent the right to receive an equivalent number of Class A shares when she retires or leaves the company.

Erie Indemnity Company senior vice president Anthony DaBreo reported a small participant-directed transaction in the company’s 401(k) plan involving 9.501 shares of Class A common stock at $218.93 per share. Following this plan-related adjustment, his directly held position is 1,374.054 shares.

Erie Indemnity Company executive Cody Cook reported routine plan-related share activity. The filing shows a participant-directed transaction under a 401(k) plan involving 9.487 shares of Class A common stock at $218.93 per share, leaving 1,136.271 shares of common stock held directly.

Cook also holds Incentive Compensation Deferral Plan Share Credits tied to 1,283.642 underlying Class A common shares. These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares upon retirement or other separation from service, with no stated exercise or expiration dates.

Erie Indemnity Company executive vice president and chief information officer Srinivasa Parthasarathy reported an internal plan adjustment involving share-based compensation. The filing shows 11.077 Incentive Compensation Deferral Plan Share Credits added on April 21, 2026 through dividend reinvestment at a reference price of $253.85 per credit.

These Share Credits correspond to an equivalent number of Class A common shares that can be delivered when the executive retires or otherwise leaves the company. Following this transaction, the account holds a total of 1,933.792 Share Credits under the Incentive Compensation Deferral Plan, which has no stated exercise or expiration dates.

Erie Indemnity Company Executive Vice President Sarah Shine reported updated equity holdings. She directly holds 538.3420 shares of Class A common stock. In addition, 15.4310 share credits were added under the company’s Incentive Compensation Deferral Plan through dividend reinvestment at an equivalent price of $253.85 per share.

Following this plan transaction, Shine holds 2,693.7960 share credits. These share credits represent the right to receive an equivalent number of Class A common shares when she retires or otherwise separates from service, and they have no exercisable or expiration dates.

Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported updated holdings, including compensation-related share credits rather than open-market trades. She now directly holds 662.944 shares of Class A common stock.

She also recorded 11.993 Incentive Compensation Deferral Plan share credits at $253.85 per share, increasing her plan balance to 2,093.733 share credits. According to the plan, these credits represent the right to receive an equivalent number of Class A shares upon retirement or separation, with no separate exercise or expiration dates.

ERIE Indemnity Company senior vice president and controller Jorie L. Novacek reported a plan-related change in deferred equity compensation. On April 21, 2026, 4.535 Incentive Compensation Deferral Plan share credits tied to Class A common stock were added at a reference price of $253.85 per share.

These share credits were acquired through dividend reinvestment under ERIE’s Incentive Compensation Deferral Plan and represent the right to receive an equivalent number of Class A shares when Novacek retires or otherwise leaves the company. After this transaction, Novacek’s account reflects a total of 791.703 share credits. The filing notes there is no exercise or expiration date for these plan-based securities.

Erie Indemnity Company President & CEO Timothy G. Necastro reported updated holdings of Class A common stock and deferred share credits. A Form 4 shows an additional 74 Incentive Compensation Deferral Plan Share Credits acquired through dividend reinvestment at $253.85 per credit, bringing his plan balance to 12,918.338 share credits, each representing the right to receive one Class A share upon retirement or separation. He also reports 9,541 Class A shares held directly and 278 shares held indirectly in a Roth IRA, with no open-market buys or sells disclosed.

Erie Indemnity Company Executive Vice President Sean Dugan reported updated equity holdings. He now directly holds 278.65 shares of Class A common stock. In addition, 5.737 Incentive Compensation Deferral Plan Share Credits were added through dividend reinvestment at $253.85 per share, bringing his plan balance to 1,001.609 Share Credits. These Share Credits represent the right to receive an equivalent number of Class A shares when he retires or otherwise leaves the company, and they have no set exercise or expiration dates.

Erie Indemnity Company Executive Vice President Cody Cook reported updated holdings related to the company’s Incentive Compensation Deferral Plan. On the transaction date, Cook received 7.353 Incentive Compensation Deferral Plan Share Credits through dividend reinvestment at an equivalent price of $253.85 per share, bringing his plan balance to 1,283.642 share credits tied to Class A common stock. A separate holding line shows 1,126.784 shares of Class A Common Stock held directly. The footnotes explain that these share credits are bookkeeping entries that will be settled in an equivalent number of Class A shares when Cook retires or otherwise leaves the company, and they do not have exercisable or expiration dates.

Erie Indemnity Company Senior Vice President Marc Cipriani reported routine compensation-related share activity. He received 12.734 Incentive Compensation Deferral Plan share credits through dividend reinvestment, each tied to Erie Indemnity Class A common stock at $253.85 per share.

After this crediting, his Incentive Compensation Deferral Plan account reflects 2,223.024 share credits, which represent the right to receive an equivalent number of Class A common shares upon retirement or separation from the company. His directly held Class A common stock position is now 15,997 shares.

Erie Indemnity Company executive Brian W. Bolash, EVP, Secretary and General Counsel, reported updates to his holdings. He now directly owns 445 shares of Class A common stock. In addition, 18.092 new Share Credits were added to his Incentive Compensation Deferral Plan account through dividend reinvestment, bringing that balance to 3,158.314 Share Credits.

These Share Credits represent the right to receive an equivalent number of Class A common shares when he retires or otherwise separates from the company, and they do not have exercisable or expiration dates. The Form 4 reflects a compensation and deferral-plan related adjustment rather than an open‑market stock purchase or sale.

ERIE Indemnity director Thomas W. Palmer reported routine updates to his holdings. An indirect line shows 770 Class A common shares held through the Thomas W. Palmer Revocable Trust. There was also a derivative entry for 90.032 Directors' Deferred Compensation Share Credits, acquired through dividend reinvestment under the Outside Directors' Deferred Compensation Plan.

These Share Credits represent the right to receive the same number of Class A shares when his board service ends and have no exercise or expiration dates. Following this reinvestment, Palmer holds 15,717.088 Share Credits directly. The filing reflects compensation and deferral mechanics rather than open-market buying or selling.

Erie Indemnity Company director Brian Arden Hudson Sr. reported updated holdings of Class A common stock and deferred share credits. He holds 295 Class A shares directly.

He also acquired 19.273 Directors' Deferred Compensation Share Credits through dividend reinvestment under the Outside Directors' Deferred Compensation Plan, bringing his total deferred share credits to 3,364.566. These share credits represent the right to receive the same number of Class A shares when his board service ends and have no exercise or expiration dates.

Erie Indemnity Company director C. Scott Hartz reported routine updates to his holdings. A trust associated with him held 1,097.427 shares of Class A common stock indirectly. He also recorded 110.609 Directors' Deferred Compensation Share Credits at $253.85 per credit, bringing his deferred share credit balance to 19,309.235. These credits arise under the Outside Directors' Deferred Compensation and Stock Plans and represent rights to receive an equivalent number of Class A shares when his board service ends, with no set exercise or expiration dates.

Erie Indemnity Company director Thomas B. Hagen reported updated equity holdings and deferred-share credits. The filing shows an additional 82.838 Directors' Deferred Compensation Share Credits at $253.85 per credit, acquired under dividend reinvestment, bringing that deferred account to 14,461.094 share credits tied to Class A common stock.

The report also lists large indirect positions in Class A and Class B shares held through the Estate of Susan H. Hagen, a family limited partnership, and an irrevocable trust, where Hagen shares or holds voting and investment powers but disclaims beneficial ownership beyond his pecuniary interest.

Erie Indemnity director Jonathan Hirt Hagen reported updated holdings of company stock, mainly reflecting routine plan-related activity rather than open‑market trading. The only new movement was an "other" transaction in which 97.345 Directors' Deferred Compensation share credits tied to Class A Common Stock were added at $253.85 per share through dividend reinvestment, bringing this account to 16,993.818 share credits.

The filing also lists direct ownership of 223,130 Class A shares and 2,400 Class B shares, plus significant indirect Class B positions held through trusts that are convertible into Class A stock, and small indirect Class A positions held by family members for which beneficial ownership is disclaimed.

Vorsheck Elizabeth A reported acquisition or exercise transactions in this Form 4 filing.

Erie Indemnity Company director and 10% owner Elizabeth A. Vorsheck reported her updated holdings of Class A common stock and related derivatives. The filing shows 82.837 Directors' Deferred Compensation Share Credits were added on April 21, 2026 through dividend reinvestment under the company’s Deferred Compensation Plan for Outside Directors.

These Share Credits represent the right to receive an equivalent number of Erie Indemnity Class A shares when her board service ends and have no exercisable or expiration dates. As of this filing, she holds 69,716 Class A shares directly, along with several indirect positions through trusts and entities, including 3,000,000 shares held by VEIC Limited Partnership.

ERIE INDEMNITY CO director LuAnn Datesh reported routine deferred compensation activity. She holds 410 shares of Class A common stock directly. Separately, she reported Directors' Deferred Compensation Share Credits tied to the Outside Directors' Deferred Compensation Plan.

On the derivative side, 23.836 additional Directors' Deferred Compensation Share Credits were acquired under dividend reinvestment for the Directors' Deferred Compensation Plan at a reference price of $253.8500 per credit. Following this activity, her account reflects 4,161.117 Directors' Deferred Compensation Share Credits, each representing the right to receive one share of Class A common stock when her board service ends. These securities have no exercise or expiration dates.

Erie Indemnity Company director Salvatore Correnti reported routine deferred compensation activity, not an open-market trade. On April 21, 2026, he received 15.933 Directors' Deferred Compensation Share Credits linked to Class A common stock through dividend reinvestment under the Directors' Deferred Compensation Plan at a reference value of $253.85 per share.

After this credit, Correnti holds 2,781.536 deferred share credits, each representing a right to receive one Class A share when his board service ends, with no exercise or expiration dates. He also directly holds 320 Class A common shares. The filing reflects compensation-related accruals rather than a discretionary buy or sell decision.

Erie Indemnity Company director Eugene C. Connell reported routine updates to his equity-related holdings. The filing shows his direct ownership of 17,433.246 Class A common shares, plus 2,462.602 shares held by his children, for which he disclaims beneficial ownership under Section 16.

Connell also recorded 19.273 additional Directors' Deferred Compensation Share Credits at a reference price of $253.85 per share through dividend reinvestment under the Outside Directors' Deferred Compensation Plan. This brought his deferred compensation balance to 3,364.568 share credits, representing the right to receive the same number of Class A shares when his board service ends.

Erie Indemnity Company director J. Ralph Borneman, Jr. reported routine updates to his holdings. An additional 116.972 Directors' Deferred Compensation Share Credits were acquired through dividend reinvestment at $253.85 per share credit under the Directors' Deferred Compensation Plan.

These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when his board service ends and have no exercise or expiration dates. Following this transaction, his direct deferred compensation share credit balance is 20,420.172. Separately, 10,000 Class A Common Stock shares are reported as held indirectly in a revocable trust.

ERIE INDEMNITY CO director Thomas W. Palmer reported updated holdings, primarily reflecting board compensation arrangements rather than market trades. One entry shows indirect ownership of 770 shares of Class A common stock held through the Thomas W. Palmer Revocable Trust. A second entry records 39.475 Directors' Deferred Compensation Share Credits acquired under the company’s Directors' Deferred Compensation Plan at a reference value of $253.63 per share, bringing his total share credits to 15,627.056. Footnotes explain these share credits are periodically credited under the Outside Directors' Stock Plan and represent the right to receive an equivalent number of Class A shares when his board service ends, with no exercise or expiration dates.

Erie Indemnity Company director Brian Arden Hudson Sr. reported updated holdings in company-related equity instruments. He now directly holds 295 Class A common shares.

He also recorded an additional 39.475 Directors' Deferred Compensation Share Credits at $253.6300 each under the Outside Directors' Deferred Compensation Plan, bringing his deferred share credits balance to 3,345.293. These share credits represent the right to receive an equivalent number of Class A common shares when his board service ends and have no exercisable or expiration dates. The filing does not show any open‑market buying or selling, only compensation-related adjustments and updated holdings.

ERIE Indemnity director Charles Scott Hartz reported updates to his equity holdings. An indirect holding shows 1,097.427 Class A common shares held by the C. Scott Hartz 2005 Delaware Trust. In addition, 39.475 Directors' Deferred Compensation Share Credits were recorded at $253.63 per share under the Directors' Deferred Compensation Plan.

These Share Credits under the Outside Directors' Stock Plan represent the right to receive an equivalent number of Class A common shares when his board service ends and have no exercisable or expiration dates.

Erie Indemnity Company director Thomas B. Hagen reported updated holdings and deferred share credits, without any open‑market buys or sells. Most positions are held indirectly through the Estate of Susan H. Hagen, a family limited partnership, and irrevocable trusts, where he shares or holds investment and voting powers.

He recorded a Form 4 entry for 39.475 Directors' Deferred Compensation Share Credits at $253.63 each, bringing his deferred share credit balance to 14,378.256 units. These credits, granted under the Outside Directors' Deferred Compensation Plan, represent the right to receive an equivalent number of Erie Indemnity Class A shares when his board service ends, with no exercise or expiration dates. The filing also notes Class B shares that are convertible into Class A stock at a stated conversion rate.

Erie Indemnity Company director Elizabeth A. Vorsheck reported a routine compensation grant of 39.475 Directors' Deferred Compensation Share Credits on Class A common stock. These share credits are awarded under the Outside Directors' Stock Plan and have a conversion price of $0.0000.

The grant increases her directly held deferred compensation share credits to 14,378.251, representing the right to receive an equivalent number of Class A shares when her board service ends. The filing also lists substantial existing direct and indirect holdings in Class A and Class B common stock, but does not show any open-market buys or sells.

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.

Director LuAnn Datesh reported updated holdings in ERIE INDEMNITY CO. Following the activity, she directly holds 410 shares of Class A common stock and 4,137.281 Directors' Deferred Compensation Share Credits, which were acquired under the company’s Outside Directors' Deferred Compensation and Stock Plans.

Erie Indemnity director Salvatore Correnti reported routine deferred compensation activity. He received 39.475 Directors' Deferred Compensation Share Credits at $253.63 each under the Outside Directors' Deferred Compensation Plan, bringing his balance in these credits to 2,765.603. These credits represent the right to receive an equivalent number of Class A common shares when his board service ends and have no exercise or expiration dates. He also reports direct ownership of 320 Class A common shares.

ERIE Indemnity director Eugene C. Connell reported routine updates to his equity and deferred compensation positions. He acquired 39.475 Directors' Deferred Compensation Share Credits at a reference value of $253.63 per share credit under the Outside Directors' Deferred Compensation Plan, which represents the right to receive an equivalent number of Class A common shares when his board service ends.

After these entries, Connell holds 17,433.246 Class A shares directly. An additional 2,462.602 Class A shares are held by his children; he disclaims beneficial ownership of those shares. His deferred compensation account now reflects 3,345.295 share credits linked to Class A common stock. The filing shows no open-market purchases or sales.

Erie Indemnity Company director J. Ralph Borneman Jr. reported updated holdings and deferred compensation arrangements. He indirectly holds 10,000 Class A common shares through a revocable trust. Separately, he recorded 39.475 Directors' Deferred Compensation Share Credits at $253.63 each, bringing his direct deferred share credit balance to 20,303.2 credits.

These share credits are periodically granted under the Outside Directors' Deferred Compensation and Stock Plans and represent the right to receive an equivalent number of Class A common shares when his board service ends. The filing notes there are no exercisable or expiration dates for these securities, and the transaction is categorized as an "other" restructuring event rather than an open-market trade.

Erie Indemnity Company senior vice president Anthony DaBreo filed an amended Form 4 that does not report any new trades but updates administrative details. The filing shows he directly holds 1,364.5530 shares of Class A common stock as of the reported date, and the amendment corrects the name of the person who previously filed on his behalf under a power of attorney.

Erie Indemnity Company executive vice president Douglas Edward Smith reported a small participant-directed 401(k) transaction involving 1.15 shares of Class A Common Stock at $251.31 per share. After this plan-related adjustment, he holds 5,164.686 shares directly, indicating a routine retirement-account reallocation rather than a traditional open-market trade.

Erie Indemnity Company Executive Vice President Sarah Shine reported a participant-directed restructuring of 5.518 Class A common shares under a 401(k) plan. The transaction was coded as an “other” type, not an open-market buy or sell, and left her with 538.342 directly held Class A shares.

She also reported 2,678.365 Incentive Compensation Deferral Plan share credits, each representing the right to receive one Erie Indemnity Class A common share upon retirement or separation from service, with no exercise price and no expiration date.

Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported a small participant-directed transaction under the company 401(k) Plan, involving 2.679 shares of Class A common stock at $251.31 per share. Following this, she directly holds 662.944 Class A shares.

The filing also updates her position in Incentive Compensation Deferral Plan Share Credits, which total 2,081.740 share credits tied to Class A common stock. These credits represent the right to receive an equal number of shares when she retires or otherwise separates from the company and have no exercise or expiration dates.

Senior Vice President, Life Anthony DaBreo reported a participant directed transaction under a 401(k) Plan involving 2.846 shares of Erie Indemnity Class A Common Stock at $251.31 per share. Following this transaction, he directly holds 1,364.553 Class A shares.

Erie Indemnity Company executive Cody Cook reported a small restructuring-type transaction involving company stock and deferred share credits. A participant-directed transaction under a 401(k) plan covered 5.904 shares of Class A common stock at $251.31 per share, leaving him with 1,126.784 directly held shares. He also holds Incentive Compensation Deferral Plan Share Credits tied to 1,276.289 Class A shares, which he is entitled to receive when he retires or otherwise separates from service, with no exercise price or expiration dates.

Erie Indemnity President & CEO Timothy G. Necastro reported a bona fide gift of 2,039 shares of Class A common stock on March 18, 2026 to a qualified charitable organization. After the gift, he directly holds 9,541 Class A shares, plus 12,844.338 incentive compensation deferral plan share credits and an additional 278 shares held indirectly through a Roth IRA. The share credits entitle him to receive an equivalent number of Class A shares when he retires or otherwise separates from the company, and they have no expiration date.

Erie Indemnity Company executive vice president and chief information officer Srinivasa Parthasarathy reported an administrative compensation-related transaction involving deferred share credits. On the company’s Incentive Compensation Deferral Plan, he was credited with 614.724 share credits linked to Class A common stock from an Annual Incentive Plan award.

These share credits represent the right to receive an equivalent number of Class A common shares when he retires or otherwise leaves the company, and they have no exercise or expiration dates. Following this credit, his plan account reflects 1,922.715 share credits. This is a structured compensation deferral entry rather than an open-market stock purchase or sale.