Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ERIE INDEMNITY COERIE · Entity 3406 | Director | April 25, 2017 | April 27, 2017 |
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 25, 2017 · Filed April 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Directors' Deferred Compensation Phantom UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,111.5901 |
Reported balance
After 2017-04-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-04-25 · Other · Acquired 160.223 · Balance 14,111.5901 F1: Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. F2: Acquired under Directors' Deferred Compensation Plan F3: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no exercisable date for these securities. F4: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no expiration date for these securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
F2: Acquired under Directors' Deferred Compensation Plan
F3: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no exercisable date for these securities.
F4: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no expiration date for these securities.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 25, 2017 Filed Apr 27, 2017 17:06 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherDirectors' Deferred Compensation Phantom Units · Derivative | 160.223 | $123.05 Strike: $0.00 | $19,715.44 |
DisclosureSEC source: 0001127602-17-015654 · form4.xml · derivative · entry 1 WILBURN ROBERT C · CIK 0001177129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,111.5901 Underlying: Class A Common Stock · 160.223 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. F2 · kind: Acquired under Directors' Deferred Compensation Plan F3 · derivative.exercise_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no exercisable date for these securities. F4 · derivative.expiration_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no expiration date for these securities. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 16:45 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherDirectors' Deferred Compensation Phantom Units · Derivative | 89.323 | $122.84 Strike: $0.00 | $10,972.44 |
DisclosureSEC source: 0001127602-17-015411 · form4.xml · derivative · entry 1 WILBURN ROBERT C · CIK 0001177129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,951.3671 Underlying: Class A Common Stock · 89.323 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. F2 · kind: Acquired under dividend reinvestment for Directors' Deferred Compensation Plan F3 · derivative.exercise_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no exercisable date for these securities. F4 · derivative.expiration_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no expiration date for these securities. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 20:48 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | SaleClass A Common Stock | 2,700 | $120.16 | $324,423.90 |
DisclosureSEC source: 0001127602-17-011220 · form4.xml · nonDerivative · entry 1 WILBURN ROBERT C · CIK 0001177129 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA for Self Disclosed balance after: 0 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 14:17 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherDirectors' Deferred Compensation Phantom Units · Derivative | 160.222 | $112.11 Strike: $0.00 | $17,962.49 |
DisclosureSEC source: 0001127602-17-003770 · form4.xml · derivative · entry 2 WILBURN ROBERT C · CIK 0001177129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,862.0441 Underlying: Class A Common Stock · 160.222 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. F2 · kind: Acquired under Directors' Deferred Compensation Plan F3 · derivative.exercise_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no exercisable date for these securities. F4 · derivative.expiration_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no expiration date for these securities. Read SEC document |
| January 23, 2017 Filed Jan 24, 2017 20:48 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherDirectors' Deferred Compensation Phantom Units · Derivative | 96.902 | $112.45 Strike: $0.00 | $10,896.63 |
DisclosureSEC source: 0001127602-17-002284 · form4.xml · derivative · entry 2 WILBURN ROBERT C · CIK 0001177129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,701.8221 Underlying: Class A Common Stock · 96.902 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. F2 · kind: Acquired under dividend reinvestment for Directors' Deferred Compensation Plan F3 · derivative.exercise_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no exercisable date for these securities. F4 · derivative.expiration_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no expiration date for these securities. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 21:29 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherDirectors' Deferred Compensation Phantom Units · Derivative | 160.222 | $102.39 Strike: $0.00 | $16,405.13 |
DisclosureSEC source: 0001127602-16-065909 · form4.xml · derivative · entry 2 WILBURN ROBERT C · CIK 0001177129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,604.9201 Underlying: Class A Common Stock · 160.222 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. F2 · kind: Acquired under Directors' Deferred Compensation Plan F3 · derivative.exercise_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no exercisable date for these securities. F4 · derivative.expiration_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no expiration date for these securities. Read SEC document |
| October 21, 2016 Filed Oct 24, 2016 18:57 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherDirectors' Deferred Compensation Phantom Units · Derivative | 99.031 | $101.92 Strike: $0.00 | $10,093.24 |
DisclosureSEC source: 0001127602-16-065144 · form4.xml · derivative · entry 2 WILBURN ROBERT C · CIK 0001177129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,444.6981 Underlying: Class A Common Stock · 99.031 shares Expires not disclosed F1 · derivative.exercise_price: Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan. F2 · kind: Acquired under dividend reinvestment for Directors' Deferred Compensation Plan F3 · derivative.exercise_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no exercisable date for these securities. F4 · derivative.expiration_date: The shares subject to this reporting are phantom Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors Stock Plan. These Credit Shares are actually paid to the reporting individual in shares of Erie Indemnity Company Class A Common Stock when their service as a Director of Erie Indemnity Company ends. There is no expiration date for these securities. 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.