ERIE INDEMNITY CO·4

Feb 2, 1:51 PM ET

Datesh LuAnn 4

4 · ERIE INDEMNITY CO · Filed Feb 2, 2026

Research Summary

AI-generated summary of this filing

Updated

ERIE Director LuAnn Datesh Receives 39 Share Credits (Deferred Comp)

What Happened

  • LuAnn Datesh, a director of Erie Indemnity Company (ERIE), was credited with 39.474 Share Credits on 2026-01-31. The reporting entry values the credit at $283.01 per share for a total of approximately $11,172. The transaction is coded as an "other acquisition or disposition" (Code J) and is a derivative-type award under the company's Outside Directors' Deferred Compensation/Stock Plan — not an open-market purchase of Class A common stock.

Key Details

  • Transaction date: 2026-01-31; filing date: 2026-02-02 (filed two days after the transaction).
  • Reported price/value: $283.01 per share; total value ≈ $11,172.
  • Amount: 39.474 Share Credits (derivative right to receive equivalent Class A shares later).
  • Shares owned after transaction: Not specified in the report.
  • Footnotes: F1 — conversion price not applicable to shares under the Outside Directors' Deferred Compensation Plan; F2 — acquired under 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 exercisable or expiration dates.
  • Transaction code: J (other acquisition/disposition of a derivative security).

Context

  • Share Credits are a form of deferred compensation for directors. They represent a future right to receive shares when service ends rather than immediately tradable Class A stock, so this is routine compensation-related crediting rather than a market-timed purchase or sale by the director.

Insider Transaction Report

Form 4
Period: 2026-01-31
Datesh LuAnn
Director
Transactions
  • Other

    Directors' Deferred Compensation Share Credits

    [F1][F2][F3]
    2026-01-31$283.01/sh+39.474$11,1724,097.806 total
    Exercise: $0.00Class A Common Stock (39.474 underlying)
Holdings
  • Class A Common Stock

    410
Footnotes (3)
  • [F1]Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
  • [F2]Acquired under Directors' Deferred Compensation Plan.
  • [F3]The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock Plan. These Share Credits represent the right to receive an equivalent number of shares of Erie Indemnity Company Class A common stock when the reporting individual's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities.
Signature
Rebecca A. Buona, Power of Attorney|2026-02-02

Documents

1 file
  • 4
    wk-form4_1770058269.xmlPrimary

    FORM 4