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 President & CEO Timothy G. Necastro reported additional incentive-based share credits and updated stock holdings. On January 21, 2026, he acquired 66.764 Incentive Compensation Deferral Plan Share Credits at $279.9 per share credit through dividend reinvestment under the company’s Incentive Compensation Deferral Plan, bringing his total to 12,844.338 share credits.
These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when he retires or otherwise leaves the company, and they have no set exercise or expiration dates. Necastro also beneficially owns 11,580 Erie Indemnity Class A common shares directly and 278 shares indirectly through a Roth IRA.
Erie Indemnity Company Executive Vice President Sean Dugan reported a routine award of deferred share credits under a company compensation plan. On January 21, 2026, he acquired 4.009 Incentive Compensation Deferral Plan Share Credits at a reference value of $279.9 per credit through dividend reinvestment. These credits represent the right to receive an equivalent number of Class A common shares upon retirement or other separation from the company and do not have exercisable or expiration dates.
Following this transaction, Dugan held 771.337 Incentive Compensation Deferral Plan Share Credits and 278.65 shares of Erie Indemnity Class A common stock, all reported as directly owned. The filing reflects ongoing participation in a non-cash deferred compensation and dividend reinvestment program rather than an open‑market trade.
Erie Indemnity Company executive Cody Cook reported a small increase in deferred equity compensation. On 01/21/2026, Cook acquired 6.634 Incentive Compensation Deferral Plan Share Credits through dividend reinvestment at a reference value of $279.9 per share credit, bringing his total deferred share credits to 1,276.289.
These share credits track Erie Indemnity Class A common stock and represent the right to receive an equivalent number of shares when Cook retires or otherwise leaves the company, with no set exercise or expiration dates. Separately, Cook also reported direct ownership of 1,109.015 shares of Erie Indemnity Class A common stock.
Erie Indemnity Company senior vice president Marc Cipriani reported additional derivative-based compensation tied to the company’s Class A common stock. On January 21, 2026, he acquired 11.489 Incentive Compensation Deferral Plan Share Credits at a reference price of $279.9 per credit under the company’s dividend reinvestment feature for its Incentive Compensation Deferral Plan. These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares when he retires or otherwise leaves the company, and they do not have exercisable or expiration dates. Following this transaction, Cipriani holds 2,210.29 share credits under the plan and directly owns 15,997 Class A common shares.
Erie Indemnity Company executive Brian W. Bolash reported routine deferred compensation activity and his current share holdings. As EVP, Secretary and General Counsel of Erie Indemnity (ERIE), he reported an additional 16.323 Incentive Compensation Deferral Plan share credits on January 21, 2026, acquired through dividend reinvestment at a reference price of $279.9 per credit. These share credits are bookkeeping entries under the company’s Incentive Compensation Deferral Plan and represent the right to receive an equivalent number of Class A common shares when he retires or otherwise leaves the company, with no set exercise or expiration dates. Following this transaction, Bolash held 3,140.222 share credits under the plan and 445 shares of Erie Indemnity Class A common stock directly.
Erie Indemnity Company director and 10% owner Elizabeth A. Vorsheck reported an automatic award of deferred stock credits rather than an open-market trade. On January 21, 2026, she acquired 74.737 Directors' Deferred Compensation Share Credits at a stated price of $0 under the company’s deferred compensation plan for outside directors. This increased her direct balance to 14,299.302 share credits, each representing the right to receive one share of Class A common stock when her board service ends, with no set exercise or expiration date.
She also reported significant indirect holdings of Erie Indemnity Class A and Class B common stock through multiple trusts and a limited partnership, including positions held as trustee, contingent beneficiary, or primary beneficiary and co‑trustee. The filing notes that Class B voting shares are convertible at any time into Class A non‑voting shares at a rate of 2,400 Class A shares for each Class B share, without a stated expiration or exercise price.
Erie Indemnity Company director Thomas W. Palmer reported routine equity compensation activity. On January 21, 2026, he acquired 81.228 Directors' Deferred Compensation Share Credits at a reference price of $279.9 per credit under dividend reinvestment for the Directors' Deferred Compensation Plan. This increased his directly held deferred compensation share credits to 15,548.107.
These share credits are periodically credited under Erie Indemnity's Outside Directors' Stock Plan and represent the right to receive an equivalent number of Class A common shares when his board service ends, with no stated exercise or expiration dates. Separately, as of the same date, 770 shares of Erie Indemnity Class A common stock were held indirectly for his benefit through the Thomas W. Palmer Revocable Trust.
Erie Indemnity Company director George R. Lucore reported routine deferred compensation activity. On January 21, 2026, he acquired 21.506 Directors' Deferred Compensation Share Credits at $279.90 per share credit under a dividend reinvestment feature of the Directors' Deferred Compensation Plan. After this transaction, he held 4,058.33 share credits, each representing the right to receive one share of Erie Indemnity Class A common stock when his board service ends. He also directly owned 1,725 shares of Class A common stock. The share credits have no separate exercise or expiration dates.
Erie Indemnity Company director Brian Arden Hudson Sr. reported a routine change in holdings related to the company’s director compensation plans. On January 21, 2026, he acquired 17.389 Directors' Deferred Compensation Share Credits under a dividend reinvestment feature of the Directors' Deferred Compensation Plan at a reference value of $279.9 per share credit. Following this transaction, he held 3,266.344 share credits, which represent the right to receive the same number of Erie Indemnity Class A common shares when his board service ends, with no set exercise or expiration dates. He also held 295 shares of Erie Indemnity Class A common stock directly after the reported transactions.
Erie Indemnity Company director C. Scott Hartz reported an automatic accrual of 99.793 Directors' Deferred Compensation Share Credits on January 21, 2026. These share credits, valued at $279.9 per credit, were acquired under dividend reinvestment in the Directors' Deferred Compensation Plan and are settled in an equivalent number of Class A common shares when his board service ends, with no set exercise or expiration dates. Following this accrual, he holds 19,119.677 deferred compensation share credits directly and 1,097.427 Class A common shares indirectly through the C. Scott Hartz 2005 Delaware Trust.