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 director Eugene C. Connell acquired 65 Directors' Deferred Compensation Share Credits on July 31, 2026 under the company's Outside Directors' Deferred Compensation Plan. These credits represent the right to receive an equal number of Class A common shares when his board service ends and have no expiration date.
After this crediting, Connell holds 3,454.13 deferred share credits, 17,433.246 Class A shares directly, and 2,462.602 Class A shares reported as held by his children, for which he disclaims beneficial ownership.
Erie Indemnity director J. Ralph Borneman, Jr. acquired 65 Directors' Deferred Compensation Share Credits on July 31, 2026 under the company's Directors' Deferred Compensation Plan. These Share Credits are periodically credited under its Outside Directors' Stock Plan and represent the right to receive an equivalent number of Class A common shares when his board service ends, with no exercise or expiration dates.
After this crediting, he holds 20,625.311 Share Credits directly and 10,000 Class A common shares indirectly through a revocable trust.
Erie Indemnity Company reported higher earnings for the three and six months ended June 30, 2026. Q2 net income was 180,294 (dollars in thousands), up from 174,685, with diluted Class A EPS of $3.45. Year-to-date net income rose to 330,768 on total operating revenue of 2,101,707.
Results are driven by its role as attorney-in-fact to the Erie Insurance Exchange, earning a management fee tied to premiums. Direct and affiliated assumed premiums at the Exchange grew to 3,536,140 (thousands) in Q2, lifting management fee revenue for policy issuance and renewal services 4.7% to 862,879, while related operating costs grew 5.5%.
Total investment income increased to 22,553 (thousands) in Q2, mainly from higher interest income. The balance sheet shows total assets of 3,557,016 (thousands) and shareholders’ equity of 2,467,106, with 306,814 of operating cash flow in the first half and no borrowings on a $100 million credit facility. The company remains highly dependent on the Exchange, which accounts for most revenue and a 753,245 receivable balance.
Erie Indemnity Company reported second-quarter 2026 net income of $180.3 million, or $3.45 per diluted share, compared with $174.7 million, or $3.34 per diluted share, in the second quarter of 2025. For the first six months of 2026, net income was $330.8 million, or $6.32 per diluted share, versus $313.1 million, or $5.99 per diluted share, a year earlier.
Operating income before taxes increased $5.0 million, or 2.5 percent, in the quarter, supported by higher management fee revenue from policy issuance, renewal, and administrative services. Income from investments before taxes totaled $22.6 million in the quarter and $44.7 million in the first half of 2026, above 2025 levels.
The board approved a quarterly dividend on Class A common stock of $1.4625 per share, declared July 28, 2026, with an ex-dividend and record date of October 5, 2026, and payable on October 20, 2026. A pre-recorded webcast complementary to the earnings press release is scheduled for July 31, 2026 at 10:00 a.m. Eastern.
Vorsheck Elizabeth A reported acquisition or exercise transactions in this Form 4 filing.
Erie Indemnity director and 10% owner Elizabeth A. Vorsheck received 99.758 Directors' Deferred Compensation Share Credits on July 21, 2026 through dividend reinvestment under the outside directors' plan. These credits entitle her to an equivalent number of Class A shares after board service ends and increase her direct share-credit balance to 14,560.846. Additional indirect positions are reported in Class A and Class B shares held through various trusts and entities, with Class B stock convertible into Class A at a 2,400-to-1 rate.
Erie Indemnity Company executive vice president and chief information officer Srinivasa Parthasarathy acquired 18.501 Incentive Compensation Deferral Plan share credits on July 21, 2026 through dividend reinvestment. These share credits represent rights to receive an equivalent number of Class A common shares upon retirement or separation, bringing his deferred share-credit balance to 2,748.676.
Erie Indemnity Executive Vice President Sarah Shine acquired 18.2540 Incentive Compensation Deferral Plan Share Credits on July 21, 2026 through dividend reinvestment. This increased her plan balance to 2,712.0500 Share Credits, representing rights to receive Class A common stock at separation, and she also directly holds 557.5220 Class A shares.
Erie Indemnity Company EVP & CFO Julie Marie Pelkowski acquired 14.189 Incentive Compensation Deferral Plan Share Credits on July 21, 2026 through dividend reinvestment. These Share Credits entitle her to receive an equivalent number of Class A common shares upon retirement or separation. Following this credit, she holds 2,107.922 share credits in the plan and 672 Class A common shares directly.
Erie Indemnity Co executive Jorie L. Novacek, SVP and Controller, acquired 6.7650 Incentive Compensation Deferral Plan Share Credits on July 21, 2026 at $215.8200 per share through dividend reinvestment.
These Share Credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when she retires or otherwise separates from service, have no exercisable or expiration dates, and bring her direct plan holdings to 1005.1240 Share Credits.
Erie Indemnity Company reports that President & CEO Timothy G. Necastro acquired 87.5410 Incentive Compensation Deferral Plan Share Credits on July 21, 2026 through dividend reinvestment under the company’s Incentive Compensation Deferral Plan. These Share Credits represent the right to receive an equivalent number of Class A common shares upon retirement or separation. Following this credit, he holds 13005.8790 Share Credits, 9541.0000 Class A shares directly, and 278.0000 shares indirectly through a ROTH IRA.