Welcome to our dedicated page for Erie Indty Co SEC filings (Ticker: ERIE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 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 announced that Executive Vice President and Chief Financial Officer Julie M. Pelkowski will retire at the end of 2026. She has worked at the company for more than 25 years and has served as EVP and CFO since 2023.
The company stated there was no disagreement or dispute between Ms. Pelkowski and Erie Indemnity that led to her decision to retire, indicating a planned leadership transition in the finance organization.
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.