Erie Indemnity Company SEC filings document operating results and material events for a Pennsylvania company whose Class A common stock trades on Nasdaq. The filing record includes 8-K reports with earnings releases, financial exhibits, quarterly dividend declarations, annual meeting voting results, director elections, executive succession disclosures, and governance updates.
These filings also identify capital-structure and voting matters, including Class A common stock registration and Class B common stock voting mechanics at shareholder meetings. Other disclosures cover revisions to the company's Code of Conduct and senior financial officer ethics code, Regulation FD updates on information security events, and formal exhibits tied to results announcements and board actions.
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.