Novacek Jorie L 4

4 · ERIE INDEMNITY CO · Filed Jul 23, 2026

AI-generated summary of this filing

Updated Jul 23, 2026

ERIE SVP Jorie Novacek Receives 6.765 Share Credits

What Happened

Jorie L. Novacek, Senior Vice President and Controller of Erie Indemnity Company (ERIE), acquired 6.765 share credits on July 21, 2026. The reporting shows an acquisition at $215.82 per share, for a stated total value of approximately $1,460. The transaction is reported as a derivative acquisition (code J) under the company's Incentive Compensation Deferral Plan and resulted from dividend reinvestment.

Key Details

Transaction date and price: 2026-07-21 at $215.82 per share (6.765 shares; total ~$1,460).
Transaction type: Other acquisition (code J) — derivative Share Credits (not an open-market buy).
Acquisition method: Dividend reinvestment under Erie Indemnity Company Incentive Compensation Deferral Plan.
Shares owned after transaction: Not disclosed in the filing.
Footnotes: F1 — conversion price not applicable to deferral-plan shares; F2 — acquired via dividend reinvestment; F3 — these are Share Credits that represent the right to receive equivalent Class A shares upon retirement or separation and have no exercise/expiration dates.
Filing timeliness: Form 4 filed 2026-07-23; appears timely (filed within the typical 2-business-day reporting window).

Context

These Share Credits are derivative rights under a deferral plan, meaning they are not immediately tradable shares. They convert to actual Class A common stock only when the employee retires or otherwise separates from service, so this transaction reflects plan-driven compensation treatment rather than an open-market investment decision.

Form 4

Period: 2026-07-21

SVP, Controller

Transactions

Other
Incentive Compensation Deferral Plan Share Credits
[F1][F2][F3]
2026-07-21$215.82/sh+6.765$1,460→ 1,005.124 total
→ Class A Common Stock (6.765 underlying)

Footnotes (3)

[F1]Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
[F2]Acquired under dividend reinvestment for 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.

Signature

Rebecca A. Buona, Power of Attorney|2026-07-23

1 file