LUCORE GEORGE R 4

What Happened
George R. Lucore, a director of Erie Indemnity Company (ERIE), was credited with 21.506 Share Credits on 2026-01-21 at an implied price of $279.90 per share, totaling about $6,020. This was recorded as an "other acquisition" (code J) and reflects a derivative credit under ERIE’s directors’ deferred compensation/outside directors’ stock plans rather than an open-market stock purchase.

Key Details

• Transaction date and price: 2026-01-21 at $279.90 per share (21.506 shares; ~$6,020 total).
• Transaction type: Code J — Other acquisition (derivative Share Credits).
• Shares owned after transaction: Not specified in this filing.
• Footnotes of note:
  • F2: Acquired under dividend reinvestment for Directors' Deferred Compensation Plan.
  • F3: These are Share Credits under the Outside Directors' Stock Plan — a right to receive equivalent Class A shares when the director's service ends; no exercise or expiration dates.
  • F1: Conversion price not applicable to shares under the Outside Directors' Deferred Compensation Plan.
• Filing timeliness: Reported on 2026-01-22 for a 2026-01-21 transaction (filed the next day).

Context
This was a derivative credit (Share Credits) tied to ERIE’s director compensation plans — effectively bookkeeping credits that convert to Class A common stock only upon the director’s departure per plan terms. Such entries are routine for deferred-compensation arrangements and do not indicate an immediate purchase or sale of underlying shares.