Datesh LuAnn 4

4 · ERIE INDEMNITY CO · Filed Apr 22, 2026

AI-generated summary of this filing

Updated Apr 22, 2026

ERIE Director Datesh LuAnn Receives Share Credits (~24 shares)

What Happened

Datesh LuAnn, a director of Erie Indemnity Co. (ERIE), received 23.836 share credits on 2026-04-21. The reported per-share value is $253.85, for a total reported value of $6,051. The Form 4 lists the transaction as a derivative "other acquisition or disposition" (code J).

Key Details

Transaction date: 2026-04-21; reported on Form 4 filed 2026-04-22 (timely).
Price/value: $253.85 per share; total value $6,051.
Shares acquired: 23.836 share credits (derivative interest), not currently issued common stock.
Shares owned after transaction: not disclosed in this filing.
Footnotes:
- F1: Conversion price not applicable to shares under the Outside Directors' Deferred Compensation Plan.
- F2: Acquired under dividend reinvestment for the Directors' Deferred Compensation Plan.
- F3: These are Share Credits under the Outside Directors' Stock Plan — a right to receive equivalent Class A shares when the director's service ends; no exercisable/expiration dates.
Transaction code J indicates an "other acquisition" — this is routine plan-related crediting, not an open-market buy.

Context

These share credits are a form of deferred compensation and represent a future right to receive shares, so they are not immediately tradable stock. Such credits are common for non-employee directors and generally reflect plan mechanics (dividend reinvestment or deferral) rather than active buying or selling based on company outlook. The dollar amount here (~$6k) is modest relative to typical insider trades.

Form 4

Period: 2026-04-21

Director

Transactions

Other
Directors' Deferred Compensation Share Credits
[F1][F2][F3]
2026-04-21$253.85/sh+23.836$6,051→ 4,161.117 total
Exercise: $0.00→ Class A Common Stock (23.836 underlying)

Holdings

Footnotes (3)

[F1]Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
[F2]Acquired under dividend reinvestment for Directors' Deferred Compensation Plan.
[F3]The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities.

Signature

Rebecca A. Buona, Power of Attorney|2026-04-22

1 file