Pelkowski Julie Marie 4
4 · ERIE INDEMNITY CO · Filed Mar 16, 2026
Research Summary
AI-generated summary of this filing
Erie Indemnity (ERIE) CFO Julie Pelkowski Receives 286 Deferred Shares
What Happened
Julie Marie Pelkowski, EVP & Chief Financial Officer of Erie Indemnity Company, was credited 285.772 share equivalents (reported as a derivative acquisition) on 2026-03-13 at an attributed price of $246.91 per share, for a reported value of $70,560. This was not an open-market purchase but an allocation under the company’s Incentive Compensation Deferral Plan.
Key Details
- Transaction date: 2026-03-13; filing date: 2026-03-16 (no indication in the filing that this was late).
- Reported amount: 285.772 share credits at $246.91 each; total reported value $70,560.
- Transaction type: Other acquisition (derivative) under code J — Share Credits under the Incentive Compensation Deferral Plan.
- Shares owned after transaction: Not specified in the filing.
- Footnotes:
- F1: Conversion price not applicable to shares granted under the Deferral Plan.
- F2: Shares were credited from an Annual Incentive Plan award.
- F3: These "Share Credits" represent the right to receive an equivalent number of Class A common shares when the recipient retires or otherwise separates from service; they have no exercise or expiration dates.
Context
Share Credits are a form of deferred compensation — they represent a right to receive shares later rather than an immediate open-market purchase. Such allocations are common for executives as part of compensation and do not, by themselves, indicate near-term buying or selling intent.
Insider Transaction Report
- Other
Incentive Compensation Deferral Plan Share Credits
[F1][F2][F3]2026-03-13$246.91/sh+285.772$70,560→ 2,081.74 totalExercise: $0.00→ Class A Common Stock (285.772 underlying)
- 660.265
Class A Common Stock
Footnotes (3)
- [F1]Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
- [F2]Acquired under the Erie Indemnity Company Incentive Compensation Deferral Plan from an Annual Incentive Plan award.
- [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.