Pelkowski Julie Marie 4
4 · ERIE INDEMNITY CO · Filed Mar 3, 2026
Research Summary
AI-generated summary of this filing
ERIE CFO Julie Pelkowski Receives 2.349 Share Credits
What Happened
- Julie Marie Pelkowski, Executive Vice President & Chief Financial Officer of Erie Indemnity Company (ERIE), was credited 2.349 share equivalents on February 28, 2026. The filing lists a per-share value of $269.44, for a total reported value of approximately $633.
- This was not an open-market purchase but an internal credit under company plans (see footnotes). It represents a right to receive an equivalent number of Class A shares upon retirement or separation, not an immediately tradable stock purchase.
Key Details
- Transaction date and price: 2026-02-28; 2.349 shares at $269.44 per share (total ~$633).
- Shares owned after transaction: Not stated in the filing.
- Footnotes: (F1) Participant-directed transaction under the company 401(k) Plan; (F2) conversion price not applicable to shares under the Incentive Compensation Deferral Plan; (F3) these are Share Credits that convert to Class A shares upon the insider’s separation/retirement and have no exercise/expiration dates.
- Filing timeliness: Report filed 2026-03-03 — within the standard Form 4 reporting window (timely).
Context
- These Share Credits are compensation/deferral plan credits and do not indicate an open-market buy or sell decision. They reflect routine plan activity and the right to receive shares in the future rather than immediately exercisable securities.
Insider Transaction Report
Form 4
Pelkowski Julie Marie
EVP & CFO
Transactions
- Other
Class A Common Stock
[F1]2026-02-28$269.44/sh+2.349$633→ 660.265 total
Holdings
- 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.
Signature
Cynthia R Crosby, Power of Attorney|2026-03-03