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 Company director Thomas B. Hagen reported a routine update to his equity-based compensation and holdings. On January 21, 2026, he acquired 74.737 Directors' Deferred Compensation Share Credits tied to Erie Indemnity Class A common stock at $279.9 per share, through dividend reinvestment under the Outside Directors' Deferred Compensation Plan. Following this, he held 14,299.307 such share credits, which represent the right to receive an equivalent number of Class A shares when his board service ends. The filing also lists substantial indirect holdings of Class A and Class B common stock through an irrevocable trust, the Estate of Susan H. Hagen, and the Hagen family limited partnership, with the reporting person noting that he disclaims beneficial ownership beyond his pecuniary interest.
Erie Indemnity Company director Jonathan Hirt reported acquiring 87.826 Directors' Deferred Compensation Share Credits on January 21, 2026 through dividend reinvestment at $279.9 per share. After this transaction, he holds 16,817.524 such share credits, which represent the right to receive an equivalent number of Erie Indemnity Class A common shares when his board service ends, with no exercise or expiration dates.
Separately, the filing lists direct ownership of 223,130 Class A common shares and indirect holdings of 200 Class A shares each held by a daughter and a son, for which he disclaims beneficial ownership. It also discloses direct and trust-related positions in Class B common stock that are convertible into Class A shares at a rate of 2,400 Class A shares for each Class B share, with no stated expiration or exercise price.
Erie Indemnity Company director LuAnn Datesh increased her deferred equity position through a routine plan-related transaction. On January 21, 2026, she acquired 21.505 Directors' Deferred Compensation Share Credits under the company’s Directors' Deferred Compensation Plan via dividend reinvestment at a reference price of $279.9 per share credit. Following this transaction, she beneficially owns 4,058.332 deferred share credits tied to Erie Indemnity Class A common stock, which are payable in an equivalent number of shares when her board service ends and have no exercisable or expiration dates. She also directly holds 410 shares of Erie Indemnity Class A common stock.
Erie Indemnity Company director Salvatore Correnti reported a routine equity compensation update. On January 21, 2026, he acquired 14.375 Directors' Deferred Compensation Share Credits under the company’s Outside Directors' Deferred Compensation Plan through dividend reinvestment at a reference price of $279.9 per credit. These share credits represent the right to receive an equivalent number of Class A common shares when his board service ends and do not have traditional exercise or expiration dates.
Following this transaction, Correnti holds 2,686.654 deferred share credits and 320 shares of Erie Indemnity Class A common stock directly.
Erie Indemnity Company director Eugene C. Connell reported routine equity-related activity. On January 21, 2026, he acquired 17.389 Directors' Deferred Compensation Share Credits, tied to Erie Indemnity Class A common stock at an underlying price of $279.9 per share. After this transaction, he directly holds 3,266.346 share credits under the company’s outside directors’ stock and deferred compensation arrangements, and directly holds 17,433.246 Class A common shares. An additional 2,462.602 Class A shares are held by his children living in his household, and he expressly disclaims beneficial ownership of those shares.
Erie Indemnity Company director J. Ralph Borneman Jr. reported an increase in his deferred equity holdings through the company’s director plans. On January 21, 2026, he acquired 105.534 Directors' Deferred Compensation Share Credits at $279.9 per share credit via dividend reinvestment under the Directors' Deferred Compensation Plan, bringing his total deferred share credits to 20,224.251 held directly. These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when his service as a director ends and have no exercisable or expiration dates. The filing also reports 10,000 Class A common shares held indirectly through the J. Ralph Borneman, Jr. Revocable Trust dated February 16, 2015.
Erie Indemnity (ERIE) reported an insider transaction by an executive vice president. On 10/31/2025, the officer acquired 3.09 Class A Common Stock shares at $292.64 per share, noted as a participant-directed transaction under a 401(k) plan.
Following the transaction, the officer directly beneficially owned 5,158.338 shares. The filing lists the position as Officer (EVP) and indicates the filing is by one reporting person.
Erie Indemnity Company executive reported an insider transaction on a Form 4. On 10/31/2025, the Executive Vice President recorded a participant-directed 401(k) Plan transaction of 2.686 Class A shares at $292.64 (Transaction Code J). Following this activity, the officer directly holds 509.49 Class A shares.
The filing also lists 2,664.443 Share Credits under the company’s Incentive Compensation Deferral Plan. These credits represent the right to receive an equivalent number of Class A shares upon retirement or separation and have no exercise price or expiration dates.
Erie Indemnity (ERIE) reported an insider transaction by its EVP & CFO. On 10/31/2025, the officer acquired 5.626 Class A shares at $292.64 under a participant-directed 401(k) Plan (Transaction Code J). Following this, directly held shares were 646.88.
The filing also lists 1,786.633 Share Credits under the Incentive Compensation Deferral Plan. These credits represent the right to receive an equivalent number of Class A shares upon retirement or separation, and have no exercisable or expiration dates.
Erie Indemnity (ERIE) reported an insider transaction on 10/31/2025. The company’s Senior Vice President, Life acquired 6.482 shares of Class A common stock at $292.64 through a participant-directed 401(k) plan transaction (Code J). Following the transaction, direct beneficial ownership was 848.934 shares.