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.
On 08/01/2025 Director Jonathan Hirt Hagen submitted a Form 4 for Erie Indemnity (ERIE) covering activity on 07/31/2025. The only reportable transaction was the acquisition of 39.474 Directors’ Deferred Compensation Share Credits (ticker-linked to Class A common) under the company’s Outside Directors’ Stock Plan, shown with transaction code J at a reference price of $356.24. These credits raise his deferred-share balance to 16,620.114.
No open-market purchases or sales occurred. Hagen’s direct Class A ownership stays at 223,130 shares; indirect holdings total a negligible 400 shares held by his children. Several trust positions in Class B voting stock—convertible at 1 : 2,400 into Class A—remain unchanged, reflecting long-standing estate structures rather than new activity.
The 39-share credit represents <0.02 % of his directly held Class A stake and involves no cash outlay, indicating routine compensation accrual rather than a directional insider bet. Overall, the filing makes no material change to insider ownership or control of ERIE.
On 07/31/2025, Erie Indemnity Co. (ERIE) director LuAnn Datesh filed a Form 4 reporting routine activity under the Outside Directors’ Deferred Compensation Plan. The filing shows an acquisition of 39.474 Directors’ Deferred Compensation Share Credits (transaction code J), recorded at a reference price of $356.24 per credit. Share credits carry no exercise cost and convert 1-for-1 into Class A common shares when the director’s service ends.
Following the credit, Datesh’s deferred-comp balance rises to 3,980.185 share credits. Her direct ownership of the company’s Class A common stock remains 410 shares; the filing discloses no open-market purchases or sales. The Form 4 therefore reflects standard board compensation accrual rather than a discretionary trade, and it is unlikely to have a material impact on ERIE’s share supply or governance profile.
Form 4 filing for Erie Indemnity Co. (ERIE) – Director Eugene C. Connell
- Transaction date: 07/31/2025
- Transaction code: J – share credits acquired under the Outside Directors’ Deferred Compensation Plan (routine, non-open-market).
- Derivative acquisition: 39.474 Directors’ Deferred Compensation Share Credits at an accounting price of $356.24 each. Post-transaction derivative holdings rise to 3,195.602 share credits.
- Non-derivative holdings: 17,433.246 Class A common shares held directly and 2,462.602 shares held indirectly through children. No open-market buy/sell of common stock disclosed.
- The share credits convert 1-for-1 into Class A common stock when board service ends and have no expiration.
The filing reflects routine director compensation and modest incremental ownership (≈0.03% of ERIE’s Class A float). No material impact on capital structure or insider sentiment indicators.
Erie Indemnity Co. (ERIE) filed a Form 4 on 24 Jul 2025 for EVP & Chief Information Officer Srinivasa Parthasarathy.
- Transaction date: 22 Jul 2025
- Security: Incentive Compensation Deferral Plan share credits, convertible 1:1 into Class A common stock at separation
- Action: Automatic dividend reinvestment (Code J, exempt) credited 4.84 share credits
- Implied price: $364.10 per share credit
- New total derivative holdings: 1,295.765 share credits (direct)
No non-derivative shares were bought or sold. The transaction is routine, represents <1% of total holdings, and carries minimal market impact.
Erie Indemnity Co. (ERIE) – Insider Form 4 filing, 24 Jul 2025
- Reporting insider: Julie Marie Pelkowski, EVP & CFO.
- Event date: 22 Jul 2025.
- Derivative activity: Insider acquired 6.645 Class A share-equivalent credits through automatic dividend reinvestment in the company’s Incentive Compensation Deferral Plan (Code J).
- Post-transaction holdings (plan credits): 1,779.181 share credits.
- Direct common-stock position: 638.675 Class A shares reported; no buy/sell code shown, so holding level only.
The filing reflects a routine, non-open-market acquisition tied to deferred-compensation dividends. The very small amount (<1% of daily volume) and automatic nature imply minimal signalling value for investors. No sales, option exercises or new grants were disclosed.