Shine Sarah 4

What Happened

• Sarah Shine, Executive Vice President of Erie Indemnity Company (ERIE), had an other acquisition (code J) on 2026-02-28: 4.628 shares credited at $269.44 per share, a notional value of approximately $1,247. The transaction was a participant-directed action under a 401(k) plan and represents Share Credits (rights to future Class A common stock), not an immediate open-market purchase of tradable shares.

Key Details

• Transaction date and price: 2026-02-28 — 4.628 shares @ $269.44 each (total ≈ $1,247).
• Transaction type: Code J — "other acquisition or disposition"; footnote indicates participant-directed 401(k) plan (F1).
• Instrument: Share Credits under the Incentive Compensation Deferral Plan (F3); these give the right to receive equivalent Class A shares upon retirement or separation and have no exercise/expiration dates.
• Conversion price note: Not applicable to shares under the Deferral Plan (F2).
• Filing: Report filed 2026-03-03 (no late-filing flag provided in the record).

Context

• These Share Credits are bookkeeping entries under the company’s deferral/401(k) arrangements and are routinely credited to certain management/highly compensated employees. They do not represent immediately tradable shares and therefore are not the same as an open-market purchase signaling immediate bullish intent. For retail investors, such participant-directed plan credits are typically routine compensation/deferral activity rather than a direct market timing indicator.