Julie Marie Pelkowski, Executive Vice President and CFO of Erie Indemnity Co, filed a Form 4 on November 2, 2026, disclosing a participant-directed 401(k) plan transaction in Class A Common Stock dated October 31, 2026.

Key Highlights

  • Reporting person: Julie Marie Pelkowski, EVP and CFO of Erie Indemnity Co (NASDAQ:ERIE)
  • Transaction date: October 31, 2026, coded "J" and described as a participant-directed transaction under the 401(k) Plan
  • Shares acquired: 3.244 shares of Class A Common Stock at a price of $261.39 per share
  • Resulting direct ownership: 678.638 shares of Class A Common Stock following the reported transaction
  • Derivative holdings: 2,120.457 Share Credits under the Erie Indemnity Company Incentive Compensation Deferral Plan, held directly, with no exercisable or expiration dates
  • Share Credits: Represent the right to receive an equivalent number of Class A Common Stock shares upon retirement or separation from service, according to the filing

Pelkowski's 401(k) Activity and Deferral Plan Holdings at Erie Indemnity

According to the filing, Julie Marie Pelkowski, serving as EVP and CFO of Erie Indemnity Co, acquired 3.244 shares of Class A Common Stock on October 31, 2026, at a price of $261.39 per share. The transaction code is listed as "J," and the filing describes it as a "Participant directed transaction under 401(k) Plan." Following this acquisition, Pelkowski directly holds 678.638 shares of Class A Common Stock.

In addition to the direct equity position, the filing discloses Pelkowski's holdings under the Erie Indemnity Company Incentive Compensation Deferral Plan. As of the filing, Pelkowski holds 2,120.457 Share Credits, all directly owned. The filing explains that these Share Credits "are periodically credited to the accounts of a select group of management and highly compensated employees of Erie Indemnity Company" and "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 filing further notes that "there are no exercisable or expiration dates for these securities," and that the conversion price is not applicable to shares granted under the plan.

The Form 4 was signed by Rebecca A. Buona under a Power of Attorney and filed on November 2, 2026. No amendment to a prior filing was indicated.

What Was Disclosed

Erie Indemnity Co CFO Julie Marie Pelkowski disclosed the acquisition of 3.244 Class A Common Stock shares via a 401(k) plan transaction on October 31, 2026, at $261.39 per share, bringing her direct share total to 678.638, alongside 2,120.457 Deferral Plan Share Credits.