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 Douglas Edward Smith reported a small 401(k) plan transaction in company stock. On 01/31/2026, a participant-directed transaction under a 401(k) plan resulted in the acquisition of 2.579 shares of Class A common stock at $283.01 per share. Following this activity, Smith’s directly held balance in Class A common stock was 5,162.504 shares.
Erie Indemnity Company executive vice president Sarah Shine reported a participant-directed transaction in the company’s Class A common stock under a 401(k) plan. She acquired 6.535 shares at $283.01 per share on January 31, 2026, bringing her directly held balance to 528.196 shares.
The Form 4 also shows 2,678.365 Incentive Compensation Deferral Plan share credits. These share credits periodically accrue to select management under Erie Indemnity’s Incentive Compensation Deferral Plan and represent the right to receive an equivalent number of Class A shares upon retirement or other separation from service, with no set exercise or expiration dates.
Erie Indemnity’s executive vice president and chief financial officer, Julie Marie Pelkowski, reported a small participant-directed transaction in the company’s 401(k) plan. On January 31, 2026, she acquired 5.172 shares of Class A common stock at $283.01 per share, bringing her directly held balance to 657.916 shares.
The filing also notes 1,795.968 Incentive Compensation Deferral Plan Share Credits, which represent the right to receive an equivalent number of Class A shares when she retires or otherwise leaves the company. These share credits have no exercise or expiration dates and are part of a deferred compensation program for select management and highly compensated employees.
Erie Indemnity Company executive Anthony DaBreo reported a small change in his holdings of Class A common stock through a retirement plan transaction. On January 31, 2026, he acquired 6.247 shares of Erie Indemnity Class A common stock at $283.01 per share via a participant-directed transaction under a 401(k) plan.
Following this transaction, DaBreo beneficially owned 1,359.157 Class A shares, held in direct ownership form. The filing classifies the activity with transaction code "J," which indicates another type of non-standard transaction rather than an open-market trade.
Erie Indemnity Company executive Cody Cook, an Executive Vice President, reported a participant-directed transaction in the company’s Class A common stock under a 401(k) plan. On 01/31/2026, 6.93 shares were acquired at a price of $283.01 per share.
Following this transaction, Cook beneficially owned 1,115.945 shares of Class A common stock directly. He also held 1,276.289 Incentive Compensation Deferral Plan Share Credits, which represent the right to receive an equivalent number of Class A shares upon retirement or other separation from the company, with no exercisable or expiration dates.
Erie Indemnity director Thomas W. Palmer reported a deferred stock compensation grant. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits under the company’s Outside Directors' Deferred Compensation/Stock Plan at a reference price of $283.01 per share credit.
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 expiration date. After this transaction, Palmer holds 15,587.581 share credits directly and 770 Class A common shares indirectly through the Thomas W. Palmer Revocable Trust.
Erie Indemnity Company director George R. Lucore reported a routine update to his equity holdings. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits at a reference value of $283.01 per share credit under the company’s Outside Directors' Deferred Compensation Plan.
These share credits track Erie Indemnity Class A common stock and represent the right to receive an equivalent number of shares when his board service ends, with no set exercise or expiration dates. After this transaction, Lucore beneficially owned 4,097.804 deferred share credits and 1,725 shares of Class A common stock, all held directly.
Erie Indemnity Company director Brian Arden Hudson Sr. reported an automatic award of deferred share credits rather than a cash payment. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits at $283.01 each under the company’s Outside Directors' Deferred Compensation Plan.
After this transaction, Hudson directly holds 3,305.818 deferred share credits, each representing the right to receive an equivalent number of Erie Indemnity Class A common shares when his board service ends, plus 295 Class A common shares held directly.
Erie Indemnity Company director C. Scott Hartz reported a routine compensation-related change in his holdings. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits at a reference value of $283.01 per share equivalent under the company’s Directors' Deferred Compensation Plan.
After this transaction, Hartz holds 19,159.151 deferred compensation share credits directly, each representing the right to receive an equivalent number of Class A common shares when his board service ends. The filing also notes 1,097.427 Erie Indemnity Class A common shares held indirectly through the C. Scott Hartz 2005 Delaware Trust.
Erie Indemnity Company director Thomas B. Hagen reported a routine update to his equity-based compensation and related holdings. On January 31, 2026, his account received 39.474 Directors' Deferred Compensation Share Credits at $283.01 per share credit, increasing his total to 14,338.781 derivative share credits. These credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when his board service ends and have no set exercise or expiration dates.
The filing also lists substantial indirect holdings of Erie Indemnity Class A and Class B common stock through the Susan H. Hagen Non-Exempt Marital Irrevocable Trust, the Estate of Susan H. Hagen, and the Hagen Family L.P. Footnotes state that these shares are held by those entities and that Hagen disclaims beneficial ownership beyond his pecuniary interest.