Pelkowski Julie Marie 4
4 · ERIE INDEMNITY CO · Filed Feb 2, 2026
Research Summary
AI-generated summary of this filing
ERIE (ERIE) CFO Julie Pelkowski Receives Share Credits
What Happened
Julie Marie Pelkowski, Executive Vice President & Chief Financial Officer of ERIE Indemnity Company (ERIE), was credited with 5.172 share credits on January 31, 2026. The reported per-share value was $283.01, for a total reported value of $1,464. The transaction is coded as an "other acquisition" (code J) and reflects allocation of Share Credits rather than an open-market purchase.
Key Details
- Transaction date: 2026-01-31; filing date (Form 4): 2026-02-02 (appears timely).
- Transaction: 5.172 Share Credits @ $283.01 each = $1,464 (acquired).
- Shares owned after transaction: Not disclosed in the provided filing excerpt.
- Footnotes:
- F1: Participant-directed transaction under a 401(k) Plan.
- F2: Conversion price not applicable to shares under the Incentive Compensation Deferral Plan.
- F3: These Share Credits represent the right to receive equivalent Class A shares upon retirement or separation; they have no exercise or expiration dates.
- Transaction code: J (other acquisition/disposition).
Context
Share Credits are bookkeeping credits under ERIE’s Incentive Compensation Deferral Plan (and in this case directed via a 401(k) plan), meaning the insider did not buy shares on the open market and does not receive stock immediately. Such credits typically convert to actual shares only upon separation or retirement, so this is not an immediate bullish or bearish trading signal.
Insider Transaction Report
- Other
Class A Common Stock
[F1]2026-01-31$283.01/sh+5.172$1,464→ 657.916 total
- 1,795.968
Incentive Compensation Deferral Plan Share Credits
[F2][F3]Exercise: $0.00→ Class A Common Stock (1,795.968 underlying)
Footnotes (3)
- [F1]Participant directed transaction under 401(k) Plan.
- [F2]Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
- [F3]The shares subject to this reporting are Share Credits which are periodically credited to the accounts of a select group of management and highly compensated employees of Erie Indemnity Company pursuant to its Incentive Compensation Deferral 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 retires or otherwise separates from service with the Company. There are no exercisable or expiration dates for these securities.