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Gutting Gregory J

Disclosed activity across 1 company

Tapewire entity
114063
SEC CIK
0001450832

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
ERIE INDEMNITY COERIE · Entity 3406EVP & CFOApril 30, 2023May 01, 2023

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

ERIE INDEMNITY CO

Report date April 30, 2023 · Filed May 01, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect296.62 Reported balance After 2023-04-30 transaction · row 1
1 source row

Row 1 · 2023-04-30 · Other · Acquired 2.237 · Balance 296.62

F1: Participant directed transaction under 401(k) Plan

Class A Common StockSEC Table I · non-derivativeIndirectBy Gregory J Gutting Revocable Trust U/A DTD 10/30/20173,954 Reported balance Holding disclosure · report date 2023-04-30 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 3,954

Incentive Compensation Deferral Plan Share CreditsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct5,149.71 Reported balance Holding disclosure · report date 2023-04-30 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · Balance 5,149.71

F2: Conversion price is not applicable to shares granted under 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.

Filing footnotes · ownership attribution and instrument terms

F1: Participant directed transaction under 401(k) Plan

F2: Conversion price is not applicable to shares granted under 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.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 01, 2017 Filed Nov 2, 2017 20:37 UTC ERIE INDEMNITY CO ERIE · Entity 3406 OtherClass A Common Stock 1.87 $120.80 $225.90
Disclosure

SEC source: 0001127602-17-030991 · form4.xml · nonDerivative · entry 1

Gutting Gregory J · CIK 0001450832 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,218.091

F1 · kind: Participant directed transaction under 401(k) Plan

Read SEC document
August 01, 2017 Filed Aug 2, 2017 19:45 UTC ERIE INDEMNITY CO ERIE · Entity 3406 OtherClass A Common Stock 1.559 $127.46 $198.71
Disclosure

SEC source: 0001127602-17-024725 · form4.xml · nonDerivative · entry 1

Gutting Gregory J · CIK 0001450832 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,216.221

F1 · kind: Participant directed transaction under 401(k) Plan

Read SEC document
June 29, 2017 Filed Jun 30, 2017 17:24 UTC ERIE INDEMNITY CO ERIE · Entity 3406 GrantClass A Common Stock 1,774 $126.21 $223,896.54
Disclosure

SEC source: 0001127602-17-022439 · form4.xml · nonDerivative · entry 1

Gutting Gregory J · CIK 0001450832 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,214.662

Read SEC document
May 01, 2017 Filed May 2, 2017 18:18 UTC ERIE INDEMNITY CO ERIE · Entity 3406 OtherClass A Common Stock 1.219 $123.82 $150.94
Disclosure

SEC source: 0001127602-17-016291 · form4.xml · nonDerivative · entry 1

Gutting Gregory J · CIK 0001450832 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,440.662

F1 · kind: Participant directed transaction under 401(k) Plan

Read SEC document
February 01, 2017 Filed Feb 2, 2017 16:10 UTC ERIE INDEMNITY CO ERIE · Entity 3406 OtherClass A Common Stock 1.376 $112.11 $154.26
Disclosure

SEC source: 0001127602-17-003455 · form4.xml · nonDerivative · entry 1

Gutting Gregory J · CIK 0001450832 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,439.443

F1 · kind: Participant directed transaction under 401(k) Plan

Read SEC document
November 01, 2016 Filed Nov 1, 2016 17:57 UTC ERIE INDEMNITY CO ERIE · Entity 3406 OtherClass A Common Stock 1.489 $102.39 $152.46
Disclosure

SEC source: 0001127602-16-065612 · form4.xml · nonDerivative · entry 1

Gutting Gregory J · CIK 0001450832 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,438.067

F1 · kind: Participant directed transaction under 401(k) Plan

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.