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 Thomas B. Hagen reported updated equity holdings and deferred-share credits. The filing shows an additional 82.838 Directors' Deferred Compensation Share Credits at $253.85 per credit, acquired under dividend reinvestment, bringing that deferred account to 14,461.094 share credits tied to Class A common stock.
The report also lists large indirect positions in Class A and Class B shares held through the Estate of Susan H. Hagen, a family limited partnership, and an irrevocable trust, where Hagen shares or holds voting and investment powers but disclaims beneficial ownership beyond his pecuniary interest.
Erie Indemnity director Jonathan Hirt Hagen reported updated holdings of company stock, mainly reflecting routine plan-related activity rather than open‑market trading. The only new movement was an "other" transaction in which 97.345 Directors' Deferred Compensation share credits tied to Class A Common Stock were added at $253.85 per share through dividend reinvestment, bringing this account to 16,993.818 share credits.
The filing also lists direct ownership of 223,130 Class A shares and 2,400 Class B shares, plus significant indirect Class B positions held through trusts that are convertible into Class A stock, and small indirect Class A positions held by family members for which beneficial ownership is disclaimed.
Vorsheck Elizabeth A reported acquisition or exercise transactions in this Form 4 filing.
Erie Indemnity Company director and 10% owner Elizabeth A. Vorsheck reported her updated holdings of Class A common stock and related derivatives. The filing shows 82.837 Directors' Deferred Compensation Share Credits were added on April 21, 2026 through dividend reinvestment under the company’s Deferred Compensation Plan for Outside Directors.
These Share Credits represent the right to receive an equivalent number of Erie Indemnity Class A shares when her board service ends and have no exercisable or expiration dates. As of this filing, she holds 69,716 Class A shares directly, along with several indirect positions through trusts and entities, including 3,000,000 shares held by VEIC Limited Partnership.
ERIE INDEMNITY CO director LuAnn Datesh reported routine deferred compensation activity. She holds 410 shares of Class A common stock directly. Separately, she reported Directors' Deferred Compensation Share Credits tied to the Outside Directors' Deferred Compensation Plan.
On the derivative side, 23.836 additional Directors' Deferred Compensation Share Credits were acquired under dividend reinvestment for the Directors' Deferred Compensation Plan at a reference price of $253.8500 per credit. Following this activity, her account reflects 4,161.117 Directors' Deferred Compensation Share Credits, each representing the right to receive one share of Class A common stock when her board service ends. These securities have no exercise or expiration dates.
Erie Indemnity Company director Salvatore Correnti reported routine deferred compensation activity, not an open-market trade. On April 21, 2026, he received 15.933 Directors' Deferred Compensation Share Credits linked to Class A common stock through dividend reinvestment under the Directors' Deferred Compensation Plan at a reference value of $253.85 per share.
After this credit, Correnti holds 2,781.536 deferred share credits, each representing a right to receive one Class A share when his board service ends, with no exercise or expiration dates. He also directly holds 320 Class A common shares. The filing reflects compensation-related accruals rather than a discretionary buy or sell decision.
Erie Indemnity Company director Eugene C. Connell reported routine updates to his equity-related holdings. The filing shows his direct ownership of 17,433.246 Class A common shares, plus 2,462.602 shares held by his children, for which he disclaims beneficial ownership under Section 16.
Connell also recorded 19.273 additional Directors' Deferred Compensation Share Credits at a reference price of $253.85 per share through dividend reinvestment under the Outside Directors' Deferred Compensation Plan. This brought his deferred compensation balance to 3,364.568 share credits, representing the right to receive the same number of Class A shares when his board service ends.
Erie Indemnity Company director J. Ralph Borneman, Jr. reported routine updates to his holdings. An additional 116.972 Directors' Deferred Compensation Share Credits were acquired through dividend reinvestment at $253.85 per share credit under the Directors' Deferred Compensation Plan.
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 exercise or expiration dates. Following this transaction, his direct deferred compensation share credit balance is 20,420.172. Separately, 10,000 Class A Common Stock shares are reported as held indirectly in a revocable trust.
ERIE INDEMNITY CO director reports no share ownership. William David Edwards filed an initial ownership report showing "No Securities Beneficially Owned" and total shares following the reported date of 0.0000 held with direct ownership.
ERIE INDEMNITY CO director Thomas W. Palmer reported updated holdings, primarily reflecting board compensation arrangements rather than market trades. One entry shows indirect ownership of 770 shares of Class A common stock held through the Thomas W. Palmer Revocable Trust. A second entry records 39.475 Directors' Deferred Compensation Share Credits acquired under the company’s Directors' Deferred Compensation Plan at a reference value of $253.63 per share, bringing his total share credits to 15,627.056. Footnotes explain these share credits are periodically credited under the Outside Directors' Stock Plan and represent the right to receive an equivalent number of Class A shares when his board service ends, with no exercise or expiration dates.
Erie Indemnity Company director Brian Arden Hudson Sr. reported updated holdings in company-related equity instruments. He now directly holds 295 Class A common shares.
He also recorded an additional 39.475 Directors' Deferred Compensation Share Credits at $253.6300 each under the Outside Directors' Deferred Compensation Plan, bringing his deferred share credits balance to 3,345.293. These share 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. The filing does not show any open‑market buying or selling, only compensation-related adjustments and updated holdings.