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 Executive Vice President Sean Dugan reported compensation-related share credits and current holdings. On 2026-06-05, 296.124 Incentive Compensation Deferral Plan share credits tied to Class A common stock were recorded at $227.2200 per share, bringing total plan share credits to 1,297.733.
These share credits are part of Erie Indemnity Company’s Incentive Compensation Deferral Plan and represent the right to receive an equivalent number of Class A shares when he retires or otherwise leaves the company, with no exercise or expiration dates. Separately, he directly holds 278.650 Class A common shares after this filing. The activity reflects an “other” plan-related transaction, not an open-market buy or sell.
ERIE INDEMNITY CO executive Brian W. Bolash, EVP, Secretary and General Counsel, reported compensation-related activity in a company deferred compensation plan rather than an open-market trade. He received 361.019 Incentive Compensation Deferral Plan Share Credits, tied to a Long Term Incentive Plan award, at a reference value of $227.22 per share credit.
Following this transaction, his deferred account holds 3,519.333 plan share credits, each representing the right to receive an equivalent number of Class A common shares when he retires or otherwise leaves the company. The filing also shows continued direct ownership of 445 Class A common shares, listed as a holding entry without a new purchase or sale.
ERIE INDEMNITY CO director and 10% owner Elizabeth A. Vorsheck filed an amended Form 4 to correct pricing on a previously reported trade. The filing clarifies that the 6/2/2026 purchase of 4,000 shares of Class A Common Stock was executed at a share price of $211.00.
The shares are held indirectly through VEIC Limited Partnership, which now holds a reported 3,004,000 shares following the transaction. This amendment adjusts disclosure accuracy but does not reflect a new transaction.
Erie Indemnity director Elizabeth A. Vorsheck, a more than 10% owner, reported indirect open-market purchases of Class A common stock through entities associated with her. VEIC Limited Partnership bought 4,000 Class A shares at $200.00 per share, and the Elizabeth Vorsheck Revocable Trust acquired 1,000 shares at $211.50 and 2,000 shares at $211.00 per share.
After these transactions, VEIC Limited Partnership held 3,004,000 Class A shares, while the revocable trust held 267,081 Class A shares, both reported as indirect ownership. The filing also shows significant indirect positions in Class B common stock that is convertible into Class A at a rate of 2,400 Class A shares for each Class B share, as well as 14,461.088 Directors' Deferred Compensation Share Credits representing the right to receive an equivalent number of Class A shares at the end of her board service.
Erie Indemnity Company executive Douglas Edward Smith reported a small participant-directed 401(k) transaction involving 0.921 shares of Class A Common Stock. The transaction, coded as an “other” restructuring event, was executed at $213.07 per share. Following this adjustment, his direct holdings total 5,169.543 Class A shares.
ERIE Indemnity Executive Vice President Sarah Shine reported routine plan-related equity activity. A Form 4 shows an "other" transaction involving 5.636 shares of Class A common stock at $213.0700 per share, characterized as an other acquisition or disposition and described in a footnote as a participant-directed transaction under a 401(k) plan.
Following this transaction, Shine directly holds 552.9210 Class A shares. She also has 2,693.7960 incentive compensation deferral plan share credits, which represent the right to receive an equivalent number of Class A shares upon retirement or separation from ERIE, with no exercisable or expiration dates.
ERIE INDEMNITY CO EVP & CFO Julie Marie Pelkowski reported a small, participant-directed share transaction and updated deferred share credit holdings.
A code J entry shows a 401(k) Plan transaction involving 1.295 Class A common shares at $213.07 per share, leaving 672 Class A shares held directly. Separately, she holds Incentive Compensation Deferral Plan Share Credits tied to 2,093.733 underlying Class A shares, which represent the right to receive the same number of shares when she retires or otherwise separates from the company and have no exercisable or expiration dates.
Erie Indemnity Company Senior Vice President, Life, Anthony DaBreo reported a small participant-directed transaction in the company’s Class A Common Stock under a 401(k) plan. The filing shows 2.308 shares at $213.07 per share, with direct holdings of 911.362 shares after the transaction.
ERIE INDEMNITY CO Executive Vice President Cody Cook reported compensation- and plan-related equity positions rather than open-market trades. The filing shows 6.040 shares of Class A common stock in a code J transaction at $213.0700 per share, described as an “other acquisition or disposition” and noted in a footnote as a participant-directed transaction under a 401(k) plan. After this, Cook directly held 1,142.3110 Class A shares.
The report also lists 1,283.6420 Incentive Compensation Deferral Plan Share Credits tied to Class A common stock. Footnotes explain these share credits are periodically credited for a select group of management and highly compensated employees and represent the right to receive an equivalent number of Class A shares when the individual retires or otherwise separates from service, with no exercisable or expiration dates and no applicable conversion price.
Erie Indemnity Company announced that Executive Vice President and Chief Financial Officer Julie M. Pelkowski will retire at the end of 2026. She has worked at the company for more than 25 years and has served as EVP and CFO since 2023.
The company stated there was no disagreement or dispute between Ms. Pelkowski and Erie Indemnity that led to her decision to retire, indicating a planned leadership transition in the finance organization.