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 director Jonathan Hirt reports updated holdings and a deferred share credit grant. On 01/31/2026 he acquired 39.474 Directors' Deferred Compensation Share Credits at $283.01 each under the Outside Directors' Deferred Compensation Plan, bringing his credited balance to 16,856.998 share credits.
He reports direct ownership of 223,130 shares of Class A common stock and 2,400 shares of Class B common stock, plus indirect Class A holdings through family members and trusts. Footnotes state Class B shares are convertible into Class A shares at a rate of 2,400 Class A shares for each Class B share.
Erie Indemnity director LuAnn Datesh reported an update to her equity holdings through the company’s director compensation plans. On January 31, 2026, she acquired 39.474 Directors' Deferred Compensation Share Credits under the Directors' Deferred Compensation Plan at $283.01 per share credit, bringing her total to 4,097.806 share credits. These share credits represent the right to receive an equivalent number of Class A common shares when her board service ends and have no exercise or expiration dates. Following this update, she also directly holds 410 shares of Erie Indemnity Class A common stock.
Erie Indemnity Company director Salvatore Correnti reported an automatic grant of deferred equity under the company’s director compensation programs. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits at a reference value of $283.01 per share credit.
These share credits are issued under Erie Indemnity’s 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, with no set exercise or expiration dates. Following this transaction, Correnti held 2,726.128 deferred share credits and 320 shares of Erie Indemnity Class A common stock directly.
Erie Indemnity director Eugene C. Connell reported routine updates to his holdings. He acquired 39.474 Directors' Deferred Compensation Share Credits at $283.01 each on January 31, 2026, bringing his total deferred share credits to 3,305.82.
These share credits give him the right to receive an equivalent number of Erie Indemnity Class A common shares when his board service ends and have no exercise or expiration dates. He also reported 17,433.246 Class A shares held directly, plus 2,462.602 Class A shares held by his children, for which he disclaims beneficial ownership.
Erie Indemnity Company executive share acquisition: Senior Vice President, Life, Anthony DaBreo reported acquiring 500 shares of Erie Indemnity Class A common stock on January 30, 2026 at a price of $280.87 per share. Following this transaction, he beneficially owns 1,352.91 Class A shares, held directly.
Erie Indemnity Company director J. Ralph Borneman Jr. reported routine compensation-related activity and holdings. On January 31, 2026, he acquired 39.474 Directors' Deferred Compensation Share Credits at $283.01 each under the Directors' Deferred Compensation Plan, bringing his deferred share credits to 20,263.725 held directly.
These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when his board service ends and have no set exercise or expiration dates. Separately, 10,000 Class A common shares are reported as held indirectly through the J. Ralph Borneman, Jr. Revocable Trust DTD 02/16/2015, where he is trustee.
Erie Indemnity Company executive reports additional deferred share credits
Erie Indemnity Company EVP and Chief Information Officer Srinivasa Parthasarathy reported an automatic increase in deferred share-based awards under the company’s Incentive Compensation Deferral Plan on January 21, 2026. The transaction involved 6.799 Incentive Compensation Deferral Plan Share Credits, valued at $279.9 per credit, acquired through dividend reinvestment within the plan. Following this transaction, Parthasarathy holds a total of 1,307.991 deferred share credits, each representing the right to receive an equivalent number of Erie Indemnity Class A common shares upon retirement or other separation from the company. These awards have no stated exercise or expiration dates and are held directly.
Erie Indemnity Executive Vice President Sarah Shine reported a routine change in deferred equity tied to the company’s compensation plan. On January 21, 2026, she acquired 13.922 Incentive Compensation Deferral Plan Share Credits at $279.90 per share credit through dividend reinvestment under Erie Indemnity Company’s Incentive Compensation Deferral Plan. Following this transaction, she holds 2,678.365 share credits, each representing the right to receive an equivalent number of Erie Indemnity Class A common shares when she retires or otherwise leaves the company, and separately holds 521.661 Class A common shares directly. These share credits have no conversion price and no exercisable or expiration dates.
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.