A statement of changes in beneficial ownership filed on August 3, 2026 disclosed a transaction by Sarah Shine, Executive Vice President of Erie Indemnity Co ( Nasdaq : ERIE), dated July 31, 2026.

Key Highlights

  • Reporting person: Sarah Shine, Executive Vice President of Erie Indemnity Co
  • Transaction date: July 31, 2026, involving Class A Common Stock
  • Transaction code: J (participant-directed transaction under the 401(k) Plan), acquiring 11.051 shares at $242.04 per share
  • Post-transaction ownership: 568.573 shares of Class A Common Stock held directly
  • Derivative securities: 2,712.05 Share Credits under the Erie Indemnity Company Incentive Compensation Deferral Plan, held directly
  • Filing signed: by Rebecca A. Buona under Power of Attorney on August 3, 2026

Sarah Shine's 401(k) and Deferral Plan Holdings at Erie Indemnity

According to the filing, Sarah Shine acquired 11.051 shares of Erie Indemnity Co Class A Common Stock on July 31, 2026, at a price of $242.04 per share. The transaction was coded "J," which the filing's footnote identifies as a participant-directed transaction under the company's 401(k) Plan. Following this transaction, the filing reports that Shine directly holds 568.573 shares of Class A Common Stock.

In addition to the directly held shares, the filing discloses that Shine beneficially owns 2,712.05 Share Credits under the Erie Indemnity Company Incentive Compensation Deferral Plan. The filing explains that these Share Credits are periodically credited to accounts of "a select group of management and highly compensated employees" of Erie Indemnity Company. According to the filing, the 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. The filing further notes that there are no exercisable or expiration dates associated with these securities, and that a conversion price is not applicable to shares granted under this plan.

Erie Indemnity Co, traded on NASDAQ under the ticker ERIE, is a property and casualty insurance management company headquartered at 100 Erie Insurance Place, Erie, Pennsylvania 16530. The filing was submitted by Rebecca A. Buona acting under a Power of Attorney on behalf of Shine, and it was filed as a report by one reporting person with no amendment date indicated.

What Was Disclosed

The filing reported a 401(k)-directed Acquisition of 11.051 shares of Class A Common Stock at $242.04, bringing direct holdings to 568.573 shares, along with 2,712.05 Incentive Compensation Deferral Plan Share Credits with no expiration date. Verified against source; unverifiable items removed.