Erie Indty Co SEC Filings

Erie Indemnity Company (ERIE) reported insider activity by a director. On 10/31/2025, the director acquired 39.474 Directors’ Deferred Compensation share credits under the company’s Outside Directors’ plans; the filing lists a price of $292.64.

After the reported transaction, the director beneficially owns 223,130 Class A common shares directly. Indirect holdings include 200 Class A by a daughter and 200 Class A by a son. Deferred share credits beneficially owned following the transaction total 16,729.698.

The filing notes that Class B common stock is convertible into Class A at a rate of 2,400 Class A per 1 Class B, and lists direct and trust-related Class B interests reflecting this conversion feature.

Erie Indemnity (ERIE) reported an insider ownership update on Form 4 by a Director. On 10/31/2025, the reporting person acquired 39.474 Directors' Deferred Compensation share credits under the Outside Directors' plan. The filing shows these credits are tied to an equivalent number of Class A common shares deliverable when board service ends and carry no exercisable or expiration dates.

The transaction used a referenced price of $292.64 per share credit. Following the transactions reported, the individual beneficially owned 4,036.827 derivative share credits. Table I lists 410 Class A common shares.

Erie Indemnity (ERIE) reported a routine insider transaction by a director under the company’s deferred compensation program. On 10/31/2025, the director acquired 39.474 Directors’ Deferred Compensation Share Credits (transaction code J) at a reference price of $292.64 per credit under the Directors’ Deferred Compensation Plan.

These share credits represent the right to receive an equivalent number of Class A common shares when the director’s service ends, and they have no exercisable or expiration dates. Following the transaction, the director beneficially owned 2,672.279 derivative share credits directly. The filing also shows 320 Class A shares beneficially owned directly after the reported transactions.

Erie Indemnity Co (ERIE) reported an insider Form 4 showing a director acquired 39.474 Directors' Deferred Compensation Share Credits on 10/31/2025 under the company’s directors’ plan. The credits, priced at $292.64, represent the right to receive an equivalent number of Class A shares when the director’s service ends and have no exercisable or expiration dates.

Following the transaction, beneficial holdings were 17,433.246 Class A shares (direct) and 2,462.602 Class A shares (indirect by children). Derivative share credits held totaled 3,248.957 (direct).

Erie Indemnity (ERIE) reported an insider transaction by Director J. Ralph Borneman, Jr. He acquired 39.474 Directors' Deferred Compensation Share Credits on 10/31/2025, coded J under the company’s directors’ plan, at a price of $292.64 per credit. After this transaction, he beneficially owned 20,118.717 derivative share credits directly. He also reports 10,000 shares of Class A common stock held indirectly via the J. Ralph Borneman, Jr. Revocable Trust.

Erie Indemnity Company reported higher third-quarter results tied to its role as attorney-in-fact for Erie Insurance Exchange. Q3 operating revenue rose to $1,066.7 million from $999.9 million, driven by management fee revenue from policy issuance and renewal services of $825.3 million and administrative services of $18.8 million. Operating income increased to $208.9 million, with net income of $182.9 million versus $159.8 million a year ago.

Total investment income was $21.6 million. Class A diluted EPS was $3.50 versus $3.06. For the first nine months, operating revenue reached $3,116.2 million and net income was $496.0 million. Cash provided by operating activities was $515.1 million year-to-date, lifting cash and cash equivalents to $568.6 million at September 30, 2025. The company allocates its management fee between policy issuance/renewal and administrative services; administrative services reimbursement revenue was $215.7 million in Q3.

Erie Indemnity Company reported that it issued a press release with financial results for the quarter and nine months ended September 30, 2025, and will host a pre-recorded webcast on October 31, 2025 at 10:00 a.m.

The Board approved a revised Code of Conduct effective November 2025 that updates the January 2025 version with non-substantive stylistic changes, addresses the use of AI, and strengthens leaders’ responsibilities to protect employees from retaliation. The Board also approved a revised Code of Ethics for CEO and Senior Financial Officers, effective November 2025, adding obligations for senior finance leaders, addressing Insider Trading and Fair Dealing, and updating the Waivers and Amendments section.

Related materials include Exhibits 99.1 (Press Release), 99.2 (Financial Information), 14.1 (Revised Code of Conduct), and 14.2 (Revised Code of Ethics).

Erie Indemnity Company executive reported a plan-related acquisition of derivative share credits. On 10/21/2025, the EVP, Chief Information Officer reported acquiring 5.427 Incentive Compensation Deferral Plan Share Credits (transaction code J) at $325.89 per credit.

Following this activity, the reporting person beneficially owns 1,301.192 derivative securities, held direct. Per the plan notes, these Share Credits represent the right to receive an equivalent number of Class A common shares when the individual retires or otherwise separates from the company, and they have no exercisable or expiration dates. The filing states the credits were acquired via dividend reinvestment under the company’s Incentive Compensation Deferral Plan.

Erie Indemnity (ERIE) executive reports routine insider activity. The Executive Vice President reported acquiring 11.114 Incentive Compensation Deferral Plan share credits on 10/21/2025 under dividend reinvestment (Transaction Code J) at $325.89. Following this, the executive holds 2,664.443 plan share credits directly and 506.804 Class A common shares directly.

The plan share credits represent the right to receive an equivalent number of Class A shares upon retirement or separation and have no exercisable or expiration dates.