HARTZ CHARLES SCOTT 4

What Happened
Charles Scott Hartz, a director of Erie Indemnity Company (ERIE), was credited with 99.793 share credits on January 21, 2026. The reported per-share value for the credit was $279.90, for a total notional value of about $27,932. This transaction is an "other acquisition" (code J) and represents a derivative credit under the company's directors' deferred compensation/stock plan rather than an open-market purchase of Class A shares.

Key Details

• Transaction date: 2026-01-21; filing date: 2026-01-22 (timely filing).
• Reported amount: 99.793 share credits at $279.90 each; total ~$27,932.
• Transaction type: Derivative "other acquisition" (Form 4 code J) — Share Credits, not immediate stock.
• Shares owned after transaction: Not disclosed on the Form 4 provided.
• Footnotes:
  • F2: Acquired via dividend reinvestment under the Directors' Deferred Compensation Plan.
  • F3: These Share Credits represent the right to receive an equivalent number of Class A shares when the director's service ends; there are no exercise or expiration dates.
  • F1: Conversion price not applicable to shares under the Outside Directors' Deferred Compensation Plan.

Context
Share Credits are a form of deferred director compensation that entitles the director to receive actual ERIE Class A shares later (typically when service ends). This is a routine, non-cash compensation event and should be viewed as plan mechanics rather than an immediate buy/sell signal.