HARTZ CHARLES SCOTT 4

What Happened
Charles Scott Hartz, a director of Erie Indemnity Company (ERIE), recorded an acquisition of 39.474 share credits on January 31, 2026. The filing lists this as an "other acquisition or disposition (J)" derivative transaction at an attribution price of $283.01 per share, with a total value of approximately $11,172. These were credited under the company’s directors’ deferred compensation arrangements rather than an open-market purchase.

Key Details

• Transaction date and terms: 2026-01-31 — 39.474 share credits @ $283.01 each (total ~$11,172); transaction code J (other acquisition/disposition).
• Form filed: Accession 0001628280-26-004524, filed 2026-02-02. No late filing flag is indicated.
• Shares owned after transaction: Not specified in the provided filing.
• Footnotes of note:
  • F2: Shares were acquired under the Directors' Deferred Compensation Plan.
  • F3: These "Share Credits" represent the right to receive an equivalent number of Erie Class A shares when the director’s service ends; they have no exercise or expiration dates.
  • F1: Conversion price not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.

Context
Share credits awarded under deferred compensation plans are a common way companies compensate non-employee directors and do not represent an immediate open-market purchase of stock. These credits convert to actual shares (or equivalent value) later, typically when the director leaves service, so they are more a compensation/accounting mechanism than a direct market signal about the director’s view of the stock.