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 EVP & CFO Julie Marie Pelkowski reported updated holdings, including compensation-related share credits rather than open-market trades. She now directly holds 662.944 shares of Class A common stock.
She also recorded 11.993 Incentive Compensation Deferral Plan share credits at $253.85 per share, increasing her plan balance to 2,093.733 share credits. According to the plan, these credits represent the right to receive an equivalent number of Class A shares upon retirement or separation, with no separate exercise or expiration dates.
ERIE Indemnity Company senior vice president and controller Jorie L. Novacek reported a plan-related change in deferred equity compensation. On April 21, 2026, 4.535 Incentive Compensation Deferral Plan share credits tied to Class A common stock were added at a reference price of $253.85 per share.
These share credits were acquired through dividend reinvestment under ERIE’s Incentive Compensation Deferral Plan and represent the right to receive an equivalent number of Class A shares when Novacek retires or otherwise leaves the company. After this transaction, Novacek’s account reflects a total of 791.703 share credits. The filing notes there is no exercise or expiration date for these plan-based securities.
Erie Indemnity Company President & CEO Timothy G. Necastro reported updated holdings of Class A common stock and deferred share credits. A Form 4 shows an additional 74 Incentive Compensation Deferral Plan Share Credits acquired through dividend reinvestment at $253.85 per credit, bringing his plan balance to 12,918.338 share credits, each representing the right to receive one Class A share upon retirement or separation. He also reports 9,541 Class A shares held directly and 278 shares held indirectly in a Roth IRA, with no open-market buys or sells disclosed.
Erie Indemnity Company Executive Vice President Sean Dugan reported updated equity holdings. He now directly holds 278.65 shares of Class A common stock. In addition, 5.737 Incentive Compensation Deferral Plan Share Credits were added through dividend reinvestment at $253.85 per share, bringing his plan balance to 1,001.609 Share Credits. These Share Credits represent the right to receive an equivalent number of Class A shares when he retires or otherwise leaves the company, and they have no set exercise or expiration dates.
Erie Indemnity Company Executive Vice President Cody Cook reported updated holdings related to the company’s Incentive Compensation Deferral Plan. On the transaction date, Cook received 7.353 Incentive Compensation Deferral Plan Share Credits through dividend reinvestment at an equivalent price of $253.85 per share, bringing his plan balance to 1,283.642 share credits tied to Class A common stock. A separate holding line shows 1,126.784 shares of Class A Common Stock held directly. The footnotes explain that these share credits are bookkeeping entries that will be settled in an equivalent number of Class A shares when Cook retires or otherwise leaves the company, and they do not have exercisable or expiration dates.
Erie Indemnity Company Senior Vice President Marc Cipriani reported routine compensation-related share activity. He received 12.734 Incentive Compensation Deferral Plan share credits through dividend reinvestment, each tied to Erie Indemnity Class A common stock at $253.85 per share.
After this crediting, his Incentive Compensation Deferral Plan account reflects 2,223.024 share credits, which represent the right to receive an equivalent number of Class A common shares upon retirement or separation from the company. His directly held Class A common stock position is now 15,997 shares.
Erie Indemnity Company executive Brian W. Bolash, EVP, Secretary and General Counsel, reported updates to his holdings. He now directly owns 445 shares of Class A common stock. In addition, 18.092 new Share Credits were added to his Incentive Compensation Deferral Plan account through dividend reinvestment, bringing that balance to 3,158.314 Share Credits.
These Share Credits represent the right to receive an equivalent number of Class A common shares when he retires or otherwise separates from the company, and they do not have exercisable or expiration dates. The Form 4 reflects a compensation and deferral-plan related adjustment rather than an open‑market stock purchase or sale.
ERIE Indemnity director Thomas W. Palmer reported routine updates to his holdings. An indirect line shows 770 Class A common shares held through the Thomas W. Palmer Revocable Trust. There was also a derivative entry for 90.032 Directors' Deferred Compensation Share Credits, acquired through dividend reinvestment under the Outside Directors' Deferred Compensation Plan.
These Share Credits represent the right to receive the same number of Class A shares when his board service ends and have no exercise or expiration dates. Following this reinvestment, Palmer holds 15,717.088 Share Credits directly. The filing reflects compensation and deferral mechanics rather than open-market buying or selling.
Erie Indemnity Company director Brian Arden Hudson Sr. reported updated holdings of Class A common stock and deferred share credits. He holds 295 Class A shares directly.
He also acquired 19.273 Directors' Deferred Compensation Share Credits through dividend reinvestment under the Outside Directors' Deferred Compensation Plan, bringing his total deferred share credits to 3,364.566. These share credits represent the right to receive the same number of Class A shares when his board service ends and have no exercise or expiration dates.
Erie Indemnity Company director C. Scott Hartz reported routine updates to his holdings. A trust associated with him held 1,097.427 shares of Class A common stock indirectly. He also recorded 110.609 Directors' Deferred Compensation Share Credits at $253.85 per credit, bringing his deferred share credit balance to 19,309.235. These credits arise under the Outside Directors' Deferred Compensation and Stock Plans and represent rights to receive an equivalent number of Class A shares when his board service ends, with no set exercise or expiration dates.