Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ERIE INDEMNITY COERIE · Entity 3406 | Senior Vice President | January 03, 2017 | January 03, 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 January 03, 2017 · Filed January 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,374.997 |
Reported balance
After 2017-01-03 transaction · row 1
1 source rowRow 1 · 2017-01-03 · Other · Acquired 5.868 · Balance 2,374.997 F1: Participant directed transaction under 401(k) Plan |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Rollover IRA for Self | 316.526 |
Reported balance
Holding disclosure · report date 2017-01-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 316.526 |
Filing footnotes · ownership attribution and instrument terms
F1: Participant directed transaction under 401(k) Plan
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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 3, 2017 21:12 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 5.868 | $112.45 | $659.86 |
DisclosureSEC source: 0001127602-17-000193 · form4.xml · nonDerivative · entry 1 Plazony Michael A · CIK 0001503617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,374.997 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| December 01, 2016 Filed Dec 1, 2016 19:04 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 10.604 | $107.17 | $1,136.43 |
DisclosureSEC source: 0001127602-16-068782 · form4.xml · nonDerivative · entry 1 Plazony Michael A · CIK 0001503617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,369.129 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| November 01, 2016 Filed Nov 1, 2016 19:41 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 15.374 | $102.39 | $1,574.14 |
DisclosureSEC source: 0001127602-16-065640 · form4.xml · nonDerivative · entry 1 Plazony Michael A · CIK 0001503617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,358.525 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 17:54 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 7.719 | $102.07 | $787.88 |
DisclosureSEC source: 0001127602-16-063929 · form4.xml · nonDerivative · entry 1 Plazony Michael A · CIK 0001503617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,343.151 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.