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 Douglas Edward Smith reported a small participant-directed 401(k) plan transaction in company stock. On this transaction, dated February 28, 2026, 1.0320 shares of Class A Common Stock were transacted at $269.4400 per share. Following this plan-related activity, Smith directly owns a total of 5,163.5360 Class A shares.
Erie Indemnity Company Executive Vice President Sarah Shine reported an administrative share transaction involving 4.628 shares of Class A common stock at $269.44 per share, bringing her directly held balance to 532.824 shares.
She also reported holdings of 2,678.365 share credits under the company’s Incentive Compensation Deferral Plan. These share credits give her the right to receive an equivalent number of Class A shares when she retires or otherwise leaves the company, and they do not have exercisable or expiration dates.
Erie Indemnity Company executive vice president and CFO Julie Marie Pelkowski reported a small plan-related transaction involving 2.349 shares of Class A common stock at $269.44 per share. Her directly held Class A common stock position totaled 660.265 shares after this transaction.
She also reported 1,795.968 Share Credits under Erie Indemnity Company’s Incentive Compensation Deferral Plan. These Share Credits give her the right to receive an equal number of Class A common shares when she retires or otherwise leaves the company, with no exercisable or expiration dates.
ERIE Indemnity Senior Vice President Anthony DaBreo reported a small, participant-directed 401(k) plan transaction involving company stock. The Form 4 shows an "other" type transaction (code J) of 2.55 shares of Class A common stock at $269.44 per share, leaving him with 1,361.707 directly owned shares afterward.
Erie Indemnity Company Executive Vice President Cody Cook reported an administrative share movement rather than a traditional open-market trade. A participant-directed transaction under the company 401(k) plan affected 4.935 Class A common shares at $269.44 per share, bringing his directly held Class A common stock to 1,120.880 shares.
The filing also updates his position in Incentive Compensation Deferral Plan Share Credits, which rose to 1,276.289 share credits. These credits represent the right to receive an equivalent number of Class A shares upon retirement or separation from the company and have no exercisable or expiration dates.
Erie Indemnity Company serves as attorney-in-fact for policyholders of Erie Insurance Exchange, earning a management fee up to 25% of the Exchange’s direct and affiliated assumed premiums. For 2025, Exchange written premiums rose 8.9% to $13.0 billion, driving higher fee revenue.
Operating income increased to $717.2 million as management fee growth outpaced higher costs for agent commissions, personnel, and technology. Net income declined 6.8% to $559.3 million, or $10.69 per diluted share, mainly due to a one-time $100 million contribution to the Erie Insurance Foundation.
The company manages a primarily fixed‑income investment portfolio and reported total investment income of $84.9 million, up 22.5%. Erie employs 6,667 full‑time staff and emphasizes long employee tenure, low turnover, and extensive benefits and development programs. Key risks center on its sole-customer relationship with the Exchange, competition in property‑casualty insurance, investment market volatility, evolving regulation, cybersecurity, and ongoing litigation related to its management fee practices.
Erie Indemnity Company reported lower 2025 net income as a large charitable gift offset solid operating growth. Full-year net income was $559.3 million, or $10.69 per diluted share, down from $600.3 million, or $11.48 per diluted share, in 2024. Fourth-quarter net income fell to $63.4 million, or $1.21 per diluted share, from $152.0 million, or $2.91 per diluted share, a year earlier.
Operating income before taxes rose to $717.2 million in 2025, up 6.0% from $676.5 million, driven by higher management fee revenue and stronger investment income. Results were reduced by an after-tax $80.6 million impact, or $1.54 per diluted share, from a $100 million contribution to the newly formed Erie Insurance Foundation. The Board also approved a quarterly Class A dividend of $1.4625 per share, payable April 21, 2026 to shareholders of record on April 7, 2026.
Erie Indemnity Company announced that President and Chief Executive Officer Timothy G. (Tim) NeCastro will retire on December 31, 2026, concluding a 30-year career with the company, including 10 years as CEO. The board of directors will begin an immediate search to identify a new president and CEO, while NeCastro continues to lead the organization through the transition.
The company highlights that under NeCastro’s leadership, Erie Insurance grew to nearly $13 billion in premium and more than 7 million policies in force, while maintaining strong financial performance and its service-focused culture. After retiring as CEO, NeCastro will remain involved as president of the Erie Insurance Foundation, supporting the company’s long-term charitable and community efforts. Erie Insurance is described as a Fortune 500 property/casualty insurer operating in 12 states and the District of Columbia, with an A (Excellent) rating from AM Best.
Erie Indemnity Company director and 10% owner Elizabeth A. Vorsheck reported an automatic award of 39.474 Directors' Deferred Compensation Share Credits on January 31, 2026. These credits, granted under the Outside Directors' Stock Plan at $0 per credit, bring her directly held deferred share credit balance to 14,338.776, representing the right to receive the same number of Class A common shares when her board service ends.
The filing also lists substantial indirect holdings of Erie Indemnity Class A and Class B common stock through multiple trusts and a limited partnership where she serves in roles such as trustee, co‑trustee, beneficiary, or partner; these entries update ownership positions rather than record new share purchases or sales.
Erie Indemnity Company executive Douglas Edward Smith reported a small 401(k) plan transaction in company stock. On 01/31/2026, a participant-directed transaction under a 401(k) plan resulted in the acquisition of 2.579 shares of Class A common stock at $283.01 per share. Following this activity, Smith’s directly held balance in Class A common stock was 5,162.504 shares.