Pelkowski Julie Marie 4
4 · ERIE INDEMNITY CO · Filed Apr 1, 2026
Research Summary
AI-generated summary of this filing
ERIE (ERIE) EVP & CFO Julie Pelkowski Acquires 2.679 Shares
What Happened
Julie Marie Pelkowski, EVP & CFO of Erie Indemnity Company, was credited with 2.679 share credits on March 31, 2026 at $251.31 per share, a total value of approximately $673. The Form 4 lists the transaction as an "Other acquisition or disposition (J)" and the shares are Share Credits under Erie’s Incentive Compensation Deferral Plan and a participant-directed 401(k) transaction.
Key Details
- Transaction date: 2026-03-31; filing date: 2026-04-01 (appears timely).
- Amount: 2.679 share credits at $251.31 each; total value ≈ $673.
- Transaction code: J (other acquisition/disposition).
- Shares owned after transaction: not specified in the provided filing details.
- Footnotes: F1 = participant-directed 401(k) transaction; F2 = conversion price not applicable; F3 = these are Share Credits under the Incentive Compensation Deferral Plan that entitle the holder to receive equivalent Class A shares upon retirement or separation (no exercise/expiration dates).
Context
These are plan-based share credits (deferred compensation) rather than an open-market purchase of immediately deliverable shares. Such entries are typically administrative or deferral-driven and do not necessarily signal the insider’s near-term trading intent. For investors, plan credits are less informative than outright open-market buys or sells.
Insider Transaction Report
- Other
Class A Common Stock
[F1]2026-03-31$251.31/sh+2.679$673→ 662.944 total
- 2,081.74
Incentive Compensation Deferral Plan Share Credits
[F2][F3]Exercise: $0.00→ Class A Common Stock (2,081.74 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.