Pelkowski Julie Marie 4
4 · ERIE INDEMNITY CO · Filed May 1, 2026
Research Summary
AI-generated summary of this filing
Erie Indemnity (ERIE) EVP/CFO Julie Pelkowski Acquires 7.761 Shares
What Happened
Julie Marie Pelkowski, EVP and CFO of Erie Indemnity Company, was credited 7.761 shares (share credits) on April 30, 2026 at an attributable price of $218.93 per share, for a total value of about $1,699. The Form 4 lists the transaction as an "other acquisition or disposition (J)" rather than an open‑market purchase.
Key Details
- Transaction date and price: 2026-04-30 at $218.93 per share (7.761 shares; ~$1,699 total).
- Filing date: 2026-05-01 (filed the next business day).
- Shares owned after transaction: not specified in the filing.
- Footnotes: transaction was participant-directed under a 401(k) plan (F1); these are Share Credits under the Incentive Compensation Deferral Plan (F3) and conversion price not applicable (F2).
- Code J indicates an "other" acquisition — here, crediting of share equivalents rather than a market buy.
Context
These Share Credits represent the right to receive an equivalent number of Class A common shares upon Pelkowski’s retirement or separation from service; they are not currently exercisable shares and have no expiration date. Such plan credits are routine and reflect deferred compensation or plan elections rather than an immediate market buy or sale.
Insider Transaction Report
- Other
Class A Common Stock
[F1]2026-04-30$218.93/sh+7.761$1,699→ 670.705 total
- 2,093.733
Incentive Compensation Deferral Plan Share Credits
[F2][F3]Exercise: $0.00→ Class A Common Stock (2,093.733 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.