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 senior vice president Anthony DaBreo reported a small participant-directed transaction in the company’s 401(k) plan involving 9.501 shares of Class A common stock at $218.93 per share. Following this plan-related adjustment, his directly held position is 1,374.054 shares.
Erie Indemnity Company executive Cody Cook reported routine plan-related share activity. The filing shows a participant-directed transaction under a 401(k) plan involving 9.487 shares of Class A common stock at $218.93 per share, leaving 1,136.271 shares of common stock held directly.
Cook also holds Incentive Compensation Deferral Plan Share Credits tied to 1,283.642 underlying Class A common shares. These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares upon retirement or other separation from service, with no stated exercise or expiration dates.
Erie Indemnity Company reported higher first-quarter 2026 results driven by fee-based growth from the Erie Insurance Exchange. Operating revenue rose to $1.01 billion from $989.4 million, and operating income increased to $166.8 million from $151.4 million as revenue growth outpaced expense growth.
Net income improved to $150.5 million from $138.4 million, with diluted Class A EPS up to $2.88 from $2.65. Management fee revenue from policy issuance and renewal services grew 4.2% to $786.4 million, reflecting a 3.6% increase in direct and affiliated assumed premiums written by the Exchange to $3.23 billion. Cash provided by operating activities was $91.9 million, and total assets stood at $3.38 billion with shareholders’ equity of $2.35 billion as of March 31, 2026.
Erie Indemnity Company reported stronger first-quarter 2026 results, with net income of $150.5 million and diluted earnings per share of $2.88, up from $138.4 million and $2.65 a year earlier. Total operating revenue was $1,011.9 million, and operating income rose to $166.8 million from $151.4 million.
Operating income before taxes increased by $15.4 million, or 10.2 percent, helped by higher management fee revenue and lower non-commission expenses. The Board approved a quarterly Class A dividend of $1.4625 per share. Shareholders unanimously re-elected directors, approved executive compensation on an advisory basis, and elected Jonathan Hirt Hagen as Chairman, with Thomas B. Hagen becoming Chairman Emeritus.
Erie Indemnity Company executive vice president and chief information officer Srinivasa Parthasarathy reported an internal plan adjustment involving share-based compensation. The filing shows 11.077 Incentive Compensation Deferral Plan Share Credits added on April 21, 2026 through dividend reinvestment at a reference price of $253.85 per credit.
These Share Credits correspond to an equivalent number of Class A common shares that can be delivered when the executive retires or otherwise leaves the company. Following this transaction, the account holds a total of 1,933.792 Share Credits under the Incentive Compensation Deferral Plan, which has no stated exercise or expiration dates.
Erie Indemnity Company Executive Vice President Sarah Shine reported updated equity holdings. She directly holds 538.3420 shares of Class A common stock. In addition, 15.4310 share credits were added under the company’s Incentive Compensation Deferral Plan through dividend reinvestment at an equivalent price of $253.85 per share.
Following this plan transaction, Shine holds 2,693.7960 share credits. These share credits represent the right to receive an equivalent number of Class A common shares when she retires or otherwise separates from service, and they have no exercisable or expiration dates.
Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported updated holdings, including compensation-related share credits rather than open-market trades. She now directly holds 662.944 shares of Class A common stock.
She also recorded 11.993 Incentive Compensation Deferral Plan share credits at $253.85 per share, increasing her plan balance to 2,093.733 share credits. According to the plan, these credits represent the right to receive an equivalent number of Class A shares upon retirement or separation, with no separate exercise or expiration dates.
ERIE Indemnity Company senior vice president and controller Jorie L. Novacek reported a plan-related change in deferred equity compensation. On April 21, 2026, 4.535 Incentive Compensation Deferral Plan share credits tied to Class A common stock were added at a reference price of $253.85 per share.
These share credits were acquired through dividend reinvestment under ERIE’s Incentive Compensation Deferral Plan and represent the right to receive an equivalent number of Class A shares when Novacek retires or otherwise leaves the company. After this transaction, Novacek’s account reflects a total of 791.703 share credits. The filing notes there is no exercise or expiration date for these plan-based securities.
Erie Indemnity Company President & CEO Timothy G. Necastro reported updated holdings of Class A common stock and deferred share credits. A Form 4 shows an additional 74 Incentive Compensation Deferral Plan Share Credits acquired through dividend reinvestment at $253.85 per credit, bringing his plan balance to 12,918.338 share credits, each representing the right to receive one Class A share upon retirement or separation. He also reports 9,541 Class A shares held directly and 278 shares held indirectly in a Roth IRA, with no open-market buys or sells disclosed.
Erie Indemnity Company Executive Vice President Sean Dugan reported updated equity holdings. He now directly holds 278.65 shares of Class A common stock. In addition, 5.737 Incentive Compensation Deferral Plan Share Credits were added through dividend reinvestment at $253.85 per share, bringing his plan balance to 1,001.609 Share Credits. These Share Credits represent the right to receive an equivalent number of Class A shares when he retires or otherwise leaves the company, and they have no set exercise or expiration dates.