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 director Thomas B. Hagen reported updated holdings and deferred share credits, without any open‑market buys or sells. Most positions are held indirectly through the Estate of Susan H. Hagen, a family limited partnership, and irrevocable trusts, where he shares or holds investment and voting powers.
He recorded a Form 4 entry for 39.475 Directors' Deferred Compensation Share Credits at $253.63 each, bringing his deferred share credit balance to 14,378.256 units. These credits, granted under the Outside Directors' Deferred Compensation Plan, represent the right to receive an equivalent number of Erie Indemnity Class A shares when his board service ends, with no exercise or expiration dates. The filing also notes Class B shares that are convertible into Class A stock at a stated conversion rate.
Erie Indemnity Company director Elizabeth A. Vorsheck reported a routine compensation grant of 39.475 Directors' Deferred Compensation Share Credits on Class A common stock. These share credits are awarded under the Outside Directors' Stock Plan and have a conversion price of $0.0000.
The grant increases her directly held deferred compensation share credits to 14,378.251, representing the right to receive an equivalent number of Class A shares when her board service ends. The filing also lists substantial existing direct and indirect holdings in Class A and Class B common stock, but does not show any open-market buys or sells.
Erie Indemnity Company director Jonathan Hirt Hagen reported updated holdings of Erie Indemnity Class A and Class B securities. The main new activity was the acquisition of 39.475 Directors' Deferred Compensation share credits at a reference price of $253.63 per credit under the Directors' Deferred Compensation Plan, bringing his deferred share-credit balance to 16,896.473 credits.
These share credits represent the right to receive an equivalent number of Class A common shares when his board service ends, with no exercise or expiration dates. The filing also lists direct ownership of 223,130 Class A shares, small indirect Class A positions held by a son and daughter for which he disclaims beneficial ownership, and significant indirect Class B holdings through trusts. According to the company’s charter, each Class B share is convertible at any time into Class A stock at a rate of 2,400 Class A shares for each Class B share.
Director LuAnn Datesh reported updated holdings in ERIE INDEMNITY CO. Following the activity, she directly holds 410 shares of Class A common stock and 4,137.281 Directors' Deferred Compensation Share Credits, which were acquired under the company’s Outside Directors' Deferred Compensation and Stock Plans.
Erie Indemnity director Salvatore Correnti reported routine deferred compensation activity. He received 39.475 Directors' Deferred Compensation Share Credits at $253.63 each under the Outside Directors' Deferred Compensation Plan, bringing his balance in these credits to 2,765.603. These credits represent the right to receive an equivalent number of Class A common shares when his board service ends and have no exercise or expiration dates. He also reports direct ownership of 320 Class A common shares.
ERIE Indemnity director Eugene C. Connell reported routine updates to his equity and deferred compensation positions. He acquired 39.475 Directors' Deferred Compensation Share Credits at a reference value of $253.63 per share credit under the Outside Directors' Deferred Compensation Plan, which represents the right to receive an equivalent number of Class A common shares when his board service ends.
After these entries, Connell holds 17,433.246 Class A shares directly. An additional 2,462.602 Class A shares are held by his children; he disclaims beneficial ownership of those shares. His deferred compensation account now reflects 3,345.295 share credits linked to Class A common stock. The filing shows no open-market purchases or sales.
Erie Indemnity Company director J. Ralph Borneman Jr. reported updated holdings and deferred compensation arrangements. He indirectly holds 10,000 Class A common shares through a revocable trust. Separately, he recorded 39.475 Directors' Deferred Compensation Share Credits at $253.63 each, bringing his direct deferred share credit balance to 20,303.2 credits.
These share credits are periodically granted under the Outside Directors' Deferred Compensation and Stock Plans and represent the right to receive an equivalent number of Class A common shares when his board service ends. The filing notes there are no exercisable or expiration dates for these securities, and the transaction is categorized as an "other" restructuring event rather than an open-market trade.
Erie Indemnity Company senior vice president Anthony DaBreo filed an amended Form 4 that does not report any new trades but updates administrative details. The filing shows he directly holds 1,364.5530 shares of Class A common stock as of the reported date, and the amendment corrects the name of the person who previously filed on his behalf under a power of attorney.
Erie Indemnity Company executive vice president Douglas Edward Smith reported a small participant-directed 401(k) transaction involving 1.15 shares of Class A Common Stock at $251.31 per share. After this plan-related adjustment, he holds 5,164.686 shares directly, indicating a routine retirement-account reallocation rather than a traditional open-market trade.
Erie Indemnity Company Executive Vice President Sarah Shine reported a participant-directed restructuring of 5.518 Class A common shares under a 401(k) plan. The transaction was coded as an “other” type, not an open-market buy or sell, and left her with 538.342 directly held Class A shares.
She also reported 2,678.365 Incentive Compensation Deferral Plan share credits, each representing the right to receive one Erie Indemnity Class A common share upon retirement or separation from service, with no exercise price and no expiration date.