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 director William David Edwards reported acquiring 1.762 Directors' Deferred Compensation Share Credits on July 21, 2026, through dividend reinvestment under the company’s Directors' Deferred Compensation Plan.
These credits represent the right to receive an equivalent number of Class A common shares when his board service ends and have no exercisable or expiration dates. Following this transaction, he holds 1.762 share credits directly.
Erie Indemnity Company director LuAnn Datesh reported acquiring 29.9590 Directors' Deferred Compensation Share Credits on 2026-07-21 through dividend reinvestment under the company's outside directors compensation plans. These share credits represent the right to receive an equivalent number of Class A common shares when her board service ends and have no expiration date. Following this credit, she holds a total of 4191.0760 deferred share credits and also reports directly holding 410.0000 shares of Class A common stock.
Erie Indemnity Company director Eugene C. Connell reported receiving 24.5620 Directors' Deferred Compensation Share Credits on 2026-07-21, acquired through dividend reinvestment under the Outside Directors' Deferred Compensation Plan. This brought his deferred share-credit balance to 3,389.1300, representing the right to receive the same number of Class A common shares when his board service ends. He also reported 17,433.2460 directly held Class A shares and 2,462.6020 Class A shares held by his children living in his household, which he disclaims as beneficial ownership.
Erie Indemnity Company director J. Ralph Borneman Jr. was credited with 140.139 Directors' Deferred Compensation Share Credits on July 21, 2026 through dividend reinvestment under the Outside Directors' Deferred Compensation Plan, bringing his direct deferred share-credit balance to 20,560.311. These Share Credits represent rights to receive an equivalent number of Class A common shares when his board service ends and have no exercise or expiration dates. In addition, he reports indirect ownership of 10,000 Class A common shares held in a revocable trust.
ERIE INDEMNITY CO executive Douglas Edward Smith recorded a very small 401(k)-related share adjustment. The Form 4 shows a participant-directed transaction under a 401(k) plan involving 0.081 shares of Class A Common Stock at $239.75 per share, leaving him with 5,169.624 shares held directly. This appears to be an administrative retirement-plan movement rather than an open-market trade.
Erie Indemnity Company Executive Vice President Sarah Shine reported routine plan-related updates to her holdings. A participant-directed transaction under a 401(k) plan involved 4.601 shares of Class A common stock at $239.75 per share, leaving her with 557.522 Class A shares held directly. She also holds Incentive Compensation Deferral Plan Share Credits tied to 2,693.796 underlying Class A shares, which represent the right to receive the same number of shares upon retirement or separation, with no exercise or expiration dates.
ERIE Indemnity senior vice president of Life, Anthony DaBreo, reported a very small participant-directed transaction under a 401(k) plan involving 0.3120 shares of Class A common stock at $239.75 per share. Following this plan-related adjustment, his directly held position is 911.6740 shares of Class A common stock.
Erie Indemnity Company Executive Vice President Cody Cook reported a small participant-directed transaction in company stock and updated his deferred compensation holdings. On Class A common stock, a code J transaction labeled as “other acquisition or disposition” covered 4.957 shares at $239.7500 per share, leaving 1,147.2680 shares held directly.
Cook also reported Incentive Compensation Deferral Plan Share Credits tied to Erie Indemnity Class A common stock. These credits total 1,283.6420 underlying shares and represent the right to receive an equivalent number of shares when he retires or otherwise separates from service, with no exercisable or expiration dates.
Erie Indemnity Company executive vice president and chief information officer Srinivasa Parthasarathy reported an internal compensation-related adjustment, receiving 796.383 Incentive Compensation Deferral Plan share credits tied to Class A common stock at a reference value of $227.22 per credit. These share credits were acquired from a Long Term Incentive Plan award and now total 2,730.175 credits in his account. The credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares upon retirement or separation from service and have no exercise or expiration dates.
Erie Indemnity Company senior vice president and controller Jorie L. Novacek reported a compensation-related adjustment, not an open-market trade. On this Form 4, 206.656 Incentive Compensation Deferral Plan Share Credits, tied to Class A common stock, were credited from a Long Term Incentive Plan award.
These share credits represent the right to receive an equivalent number of Erie Indemnity Class A shares when Novacek retires or otherwise leaves the company, with no exercise or expiration dates. Following this adjustment, the account reflects 998.359 share credits.