ERIE INDEMNITY CO·4

Jul 22, 3:05 PM ET

Datesh LuAnn 4

Research Summary

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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.