Datesh LuAnn 4
4 · ERIE INDEMNITY CO · Filed Jul 22, 2026
Research Summary
AI-generated summary of this filing
ERIE Director LuAnn Datesh Receives 29.959 Share Credits
What Happened
LuAnn Datesh, a director of Erie Indemnity Company (ERIE), was credited with 29.959 share credits on 2026-07-21 at an attributable price of $215.82 each, a notional value of about $6,466. The transaction is reported as an "other acquisition" (code J) and is a derivative credit rather than an open‑market stock purchase.
Key Details
- Transaction date: 2026-07-21; Report filed: 2026-07-22 (timely filing).
- Quantity/price/value: 29.959 share credits × $215.82 = ~$6,466.
- Transaction type: Code J — Other acquisition (derivative share credits).
- Shares owned after transaction: Not specified in the Form 4 filing.
- Footnotes:
- 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 exercise/expiration dates.
- F1: Conversion price not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
Context
This was a routine deferred‑compensation/dividend reinvestment credit (derivative share credits), not an open‑market purchase or sale. Share credits represent a future right to receive stock upon termination of service and do not indicate an immediate change in holdings or a direct buy/sell sentiment.
Insider Transaction Report
- Other
Directors' Deferred Compensation Share Credits
[F1][F2][F3]2026-07-21$215.82/sh+29.959$6,466→ 4,191.076 totalExercise: $0.00→ Class A Common Stock (29.959 underlying)
- 410
Class A Common Stock
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.