Julie Marie Pelkowski, Executive Vice President and Chief Financial Officer of Erie Indemnity Co ( Nasdaq : ERIE), filed a Form 4 on August 3, 2026, reporting a change in beneficial ownership of Class A Common Stock dated July 31, 2026.

Key Highlights

  • Reporting person: Julie Marie Pelkowski, EVP and CFO of Erie Indemnity Co
  • Transaction date: July 31, 2026, via a participant-directed transaction under the 401(k) Plan (Transaction Code J)
  • Shares acquired: 3.394 shares of Class A Common Stock at a price of $242.04 per share
  • Post-transaction direct ownership: 675.394 shares of Class A Common Stock held directly
  • Derivative securities: 2,107.922 Incentive Compensation Deferral Plan Share Credits held directly, representing a right to receive an equivalent number of Class A Common Stock shares upon retirement or separation from service

Erie Indemnity CFO Pelkowski: 401(k) and Deferral Plan Holdings Reported

According to the filing, Pelkowski acquired 3.394 shares of Erie Indemnity Co Class A Common Stock on July 31, 2026, at a price of $242.04 per share. The filing identifies this as a participant-directed transaction under the company's 401(k) Plan, reflected by Transaction Code J. Following this transaction, the filing reports Pelkowski directly holds 675.394 shares of Class A Common Stock.

The filing also discloses derivative securities in the form of Incentive Compensation Deferral Plan Share Credits. According to the filing, 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." The conversion price is listed as $0, and the filing states that "conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan." No exercisable or expiration dates apply to these securities. Pelkowski's directly held Share Credits following the reported transaction total 2,107.922.

The filing was signed by Rebecca A. Buona under Power of Attorney on August 3, 2026, and was submitted as a filing by one reporting person. The filing notes it covers the earliest transaction date of July 31, 2026, and is not identified as an amendment to a prior filing.

What Was Disclosed

The filing disclosed a 401(k) participant-directed Acquisition of 3.394 Class A Common Stock shares at $242.04, bringing direct holdings to 675.394 shares, plus 2,107.922 Incentive Compensation Deferral Plan Share Credits held directly. Verified against source; unverifiable items removed.