Erie Indemnity Company Executive Vice President Sarah Shine filed a Form 4 on November 2, 2026, reporting a participant-directed transaction under the company's 401(k) Plan dated October 31, 2026.

Key Highlights

  • Reporting person: Sarah Shine, Executive Vice President of Erie Indemnity Company (NASDAQ:ERIE)
  • Transaction: Acquisition of 1.273 shares of Class A Common Stock on October 31, 2026, coded "J," at a price of $261.39 per share
  • Transaction type: Participant-directed transaction under the company's 401(k) Plan
  • Post-transaction holdings: 580.594 shares of Class A Common Stock held directly following the reported transaction
  • Derivative securities: 2,728.177 Incentive Compensation Deferral Plan Share Credits, representing rights to receive an equivalent number of Class A Common Stock shares upon retirement or separation from service

Erie Indemnity EVP Shine Reports 401(k) Share Acquisition and Deferral Plan Credits

According to the Form 4 filed with the SEC on November 2, 2026, Sarah Shine, an Executive Vice President at Erie Indemnity Company, acquired 1.273 shares of the company's Class A Common Stock on October 31, 2026, at a price of $261.39 per share. The filing identifies this as a "participant directed transaction under 401(k) Plan," coded as transaction type "J." Following this transaction, Shine directly holds 580.594 shares of Class A Common Stock, according to the filing.

The filing also discloses holdings in Table II under derivative securities. Shine holds 2,728.177 Incentive Compensation Deferral Plan Share Credits. According to the filing's explanatory notes, these Share Credits "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." The filing further states that these 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." No exercisable or expiration dates apply to these securities, per the filing.

The Form 4 was signed by Rebecca A. Buona under a Power of Attorney, as noted in the filing's remarks section. The filing was submitted as an individual report by one reporting person and is not an amendment to a prior filing.

What Was Disclosed

Sarah Shine, Executive Vice President of Erie Indemnity Company, disclosed a 401(k)-directed acquisition of 1.273 Class A Common Stock shares at $261.39 on October 31, 2026, bringing her direct holdings to 580.594 shares, alongside 2,728.177 Incentive Compensation Deferral Plan Share Credits.