Shine Sarah 4

What Happened

• Sarah Shine, Executive Vice President of Erie Indemnity Company (ERIE), was credited with 6.535 Share Credits on 2026-01-31 at an attributed price of $283.01 per share, totaling $1,849. The Form 4 lists the transaction as an "other acquisition" (code J). This is an acquisition through a company plan rather than an open-market purchase.

Key Details

• Transaction date and terms: 2026-01-31 — 6.535 Share Credits @ $283.01 each; total value $1,849. (Filed 2026-02-02.)
• Transaction code: J (other acquisition/disposition).
• Shares owned after transaction: not provided in the data supplied.
• Footnotes:
  • F1: Participant-directed transaction under a 401(k) Plan.
  • F2: Conversion price not applicable to shares granted under the Incentive Compensation Deferral Plan.
  • F3: These "Share Credits" represent the right to receive an equivalent number of Class A shares when the employee retires or separates from service; they have no exercise or expiration dates.
• Filing timeliness: Form filed on 2026-02-02 (the filing date is shown on the report).

Context

• These Share Credits are part of Erie’s Incentive Compensation Deferral Plan and are not immediately tradable shares — they convert to actual shares upon retirement or separation. Such plan-driven credits are typically routine and reflect deferred compensation allocation rather than an open-market investment decision.