Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ERIE INDEMNITY COERIE · Entity 3406 | Director | July 31, 2026 | August 03, 2026 |
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 July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Directors' Deferred Compensation Share CreditsSEC Table II · derivative / convertible security | Direct | 66.762 |
Reported balance
After 2026-07-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-31 · Other · Acquired 65 · Balance 66.762 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 Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates 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 Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates 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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 3, 2026 15:07 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherDirectors' Deferred Compensation Share Credits · Derivative | 65 | $242.04 | $15,732.60 |
DisclosureSEC source: 0001628280-26-051597 · wk-form4_1785769671.xml · derivative · entry 1 Edwards William David · CIK 0002130451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66.762 Underlying: Class A Common Stock · 65 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 Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities. F3 · derivative.expiration_date: The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities. Read SEC document |
| July 21, 2026 Filed Jul 22, 2026 19:16 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherDirectors' Deferred Compensation Share Credits · Derivative | 1.762 | $215.82 | $380.27 |
DisclosureSEC source: 0001628280-26-049165 · wk-form4_1784747789.xml · derivative · entry 1 Edwards William David · CIK 0002130451 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1.762 Underlying: Class A Common Stock · 1.762 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 Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities. F3 · derivative.expiration_date: The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates 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.