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.
This Erie Indemnity Co (ERIE) filings page provides access to the company’s public reports filed with the U.S. Securities and Exchange Commission. As a NASDAQ-listed insurance services company incorporated in Pennsylvania, Erie Indemnity uses SEC filings to disclose financial results, governance updates, and other material information related to its role in providing services to the Erie Insurance Exchange.
Through periodic and current reports, investors can review details of Erie Indemnity’s operating revenue, including management fee revenue for policy issuance and renewal services and administrative services, administrative services reimbursement revenue, and service agreement revenue. Filings also present operating expenses such as commissions and non-commission costs, as well as investment income, net realized and unrealized gains or losses, and impairment charges. Consolidated statements of financial position outline assets, liabilities, and shareholders’ equity.
Current reports on Form 8-K highlight specific events, such as the announcement of quarterly and nine-month financial results, updates on information security events, and Board-approved revisions to the company’s Code of Conduct and Code of Ethics for senior financial officers. These filings also confirm that Erie Indemnity’s Class A common stock trades on the NASDAQ Stock Market under the symbol ERIE.
On Stock Titan, SEC filings for ERIE are updated in line with EDGAR, and AI-powered summaries help explain the key points in each document. Users can quickly understand the implications of earnings releases furnished on Form 8-K, governance-related exhibits such as revised codes of conduct, and other regulatory disclosures without reading every line of the original filings.
Erie Indemnity Company executive Julie Marie Pelkowski, EVP & CFO, reported a routine Form 4 update to her deferred compensation and stock holdings. On January 21, 2026, she acquired 9.335 Incentive Compensation Deferral Plan Share Credits at $279.9 per share credit through dividend reinvestment under the company’s Incentive Compensation Deferral Plan. These share credits give her the right to receive an equivalent number of Erie Indemnity Class A common shares when she retires or otherwise leaves the company, and they do not have exercise or expiration dates.
Following this transaction, Pelkowski beneficially owned 1,795.968 deferral plan share credits and separately held 652.744 shares of Erie Indemnity Class A common stock directly. The filing reflects ongoing participation in a compensation deferral program rather than an open-market buy or sale.
Erie Indemnity Company executive updates deferred share credits
Erie Indemnity Company officer Jorie L. Novacek, SVP and Controller, reported a routine Form 4 transaction involving the company’s Incentive Compensation Deferral Plan. On 01/21/2026, Novacek acquired 4.091 Incentive Compensation Deferral Plan Share Credits at a reference value of $279.9 per share through dividend reinvestment under the plan. These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when the executive retires or otherwise leaves the company. Following this transaction, Novacek held a total of 787.168 such share credits, all reported as directly owned, and the plan securities do not have set exercise or expiration dates.
Erie Indemnity President & CEO Timothy G. Necastro reported additional incentive-based share credits and updated stock holdings. On January 21, 2026, he acquired 66.764 Incentive Compensation Deferral Plan Share Credits at $279.9 per share credit through dividend reinvestment under the company’s Incentive Compensation Deferral Plan, bringing his total to 12,844.338 share credits.
These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when he retires or otherwise leaves the company, and they have no set exercise or expiration dates. Necastro also beneficially owns 11,580 Erie Indemnity Class A common shares directly and 278 shares indirectly through a Roth IRA.
Erie Indemnity Company Executive Vice President Sean Dugan reported a routine award of deferred share credits under a company compensation plan. On January 21, 2026, he acquired 4.009 Incentive Compensation Deferral Plan Share Credits at a reference value of $279.9 per credit through dividend reinvestment. These credits represent the right to receive an equivalent number of Class A common shares upon retirement or other separation from the company and do not have exercisable or expiration dates.
Following this transaction, Dugan held 771.337 Incentive Compensation Deferral Plan Share Credits and 278.65 shares of Erie Indemnity Class A common stock, all reported as directly owned. The filing reflects ongoing participation in a non-cash deferred compensation and dividend reinvestment program rather than an open‑market trade.
Erie Indemnity Company executive Cody Cook reported a small increase in deferred equity compensation. On
These share credits track Erie Indemnity Class A common stock and represent the right to receive an equivalent number of shares when Cook retires or otherwise leaves the company, with no set exercise or expiration dates. Separately, Cook also reported direct ownership of 1,109.015 shares of Erie Indemnity Class A common stock.
Erie Indemnity Company senior vice president Marc Cipriani reported additional derivative-based compensation tied to the company’s Class A common stock. On January 21, 2026, he acquired 11.489 Incentive Compensation Deferral Plan Share Credits at a reference price of $279.9 per credit under the company’s dividend reinvestment feature for its Incentive Compensation Deferral Plan. These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when he retires or otherwise leaves the company, and they do not have exercisable or expiration dates. Following this transaction, Cipriani holds 2,210.29 share credits under the plan and directly owns 15,997 Class A common shares.
Erie Indemnity Company executive Brian W. Bolash reported routine deferred compensation activity and his current share holdings. As EVP, Secretary and General Counsel of Erie Indemnity (ERIE), he reported an additional 16.323 Incentive Compensation Deferral Plan share credits on January 21, 2026, acquired through dividend reinvestment at a reference price of $279.9 per credit. These share credits are bookkeeping entries under the company’s Incentive Compensation Deferral Plan and represent the right to receive an equivalent number of Class A common shares when he retires or otherwise leaves the company, with no set exercise or expiration dates. Following this transaction, Bolash held 3,140.222 share credits under the plan and 445 shares of Erie Indemnity Class A common stock directly.
Erie Indemnity Company director and 10% owner Elizabeth A. Vorsheck reported an automatic award of deferred stock credits rather than an open-market trade. On January 21, 2026, she acquired 74.737 Directors' Deferred Compensation Share Credits at a stated price of $0 under the company’s deferred compensation plan for outside directors. This increased her direct balance to 14,299.302 share credits, each representing the right to receive one share of Class A common stock when her board service ends, with no set exercise or expiration date.
She also reported significant indirect holdings of Erie Indemnity Class A and Class B common stock through multiple trusts and a limited partnership, including positions held as trustee, contingent beneficiary, or primary beneficiary and co‑trustee. The filing notes that Class B voting shares are convertible at any time into Class A non‑voting shares at a rate of 2,400 Class A shares for each Class B share, without a stated expiration or exercise price.
Erie Indemnity Company director Thomas W. Palmer reported routine equity compensation activity. On January 21, 2026, he acquired 81.228 Directors' Deferred Compensation Share Credits at a reference price of $279.9 per credit under dividend reinvestment for the Directors' Deferred Compensation Plan. This increased his directly held deferred compensation share credits to 15,548.107.
These share credits are periodically credited under Erie Indemnity's 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 stated exercise or expiration dates. Separately, as of the same date, 770 shares of Erie Indemnity Class A common stock were held indirectly for his benefit through the Thomas W. Palmer Revocable Trust.
Erie Indemnity Company director George R. Lucore reported routine deferred compensation activity. On January 21, 2026, he acquired 21.506 Directors' Deferred Compensation Share Credits at $279.90 per share credit under a dividend reinvestment feature of the Directors' Deferred Compensation Plan. After this transaction, he held 4,058.33 share credits, each representing the right to receive one share of Erie Indemnity Class A common stock when his board service ends. He also directly owned 1,725 shares of Class A common stock. The share credits have no separate exercise or expiration dates.