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 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 Co - The Vanguard Group filed Amendment No. 8 to a Schedule 13G/A reporting that it beneficially owns 0 shares of Erie Indemnity Co common stock, representing 0% of the class. The filing explains an internal realignment of Vanguard effective January 12, 2026 that resulted in disaggregated reporting by subsidiaries and business divisions. The amendment is signed by Ashley Grim on March 26, 2026.
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 has furnished its 2026 information statement and will hold its 101st annual meeting in person at 9:30 a.m. EDT on April 21, 2026. Only holders of Class B common stock (2,542 shares outstanding as of the February 20, 2026 record date) may vote; Class A shares (46,189,068 outstanding as of that date) have no voting rights on the matters to be acted upon.
The three H.O. Hirt Trusts collectively hold 2,340 shares of Class B common stock (92.05% of Class B voting power) and thus can determine outcomes if voted together. The board has nominated 11 directors for election, including one new candidate, William D. Edwards, and disclosed committee structures, risk oversight and director qualifications. Management fees from the Exchange were 25% of premiums and accounted for approximately 97.4% of consolidated revenue in 2025.
On compensation, the AIP company performance measures (DWP, PIF, statutory combined ratio) produced an overall company performance factor of 0.0% for 2025, although the AIP funding qualifier based on net operating income ($638.60 million) exceeded the threshold ($483.75 million), and AIP payments were made on March 13, 2026. The LTIP mixes time-vesting (25%) and performance-vesting (75%) awards measured against a peer group for three-year periods.
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.
ERIE INDEMNITY CO EVP & CFO Julie Marie Pelkowski reported a compensation-related adjustment to her deferred share holdings. She received 285.772 Incentive Compensation Deferral Plan share credits, tied to an Annual Incentive Plan award, each representing the right to receive one share of Class A common stock upon retirement or separation from the company.
These plan share credits have no exercise or expiration dates and do not involve an open-market purchase or sale. After this adjustment, her account shows 2,081.740 plan share credits, and her direct holdings of Class A common stock are reported at 660.265 shares.