Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ERIE INDEMNITY COERIE · Entity 3406 | EVP | 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 |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 5,172.201 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Other · Acquired 2.577 · Balance 5,172.201 F1: Participant directed transaction under 401(k) Plan. |
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 |
|---|---|---|---|---|---|---|
| July 31, 2020 Filed Aug 4, 2020 19:43 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.906 | $210.12 | $190.37 |
DisclosureSEC source: 0001127602-20-022656 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,101.351 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 16:09 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.206 | $191.90 | $39.53 |
DisclosureSEC source: 0001127602-20-020550 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100.445 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| June 01, 2020 Filed Jun 1, 2020 15:57 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.666 | $180.24 | $120.04 |
DisclosureSEC source: 0001127602-20-018205 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100.239 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| May 01, 2020 Filed May 1, 2020 17:12 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.765 | $178.06 | $314.28 |
DisclosureSEC source: 0001127602-20-014966 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,099.573 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| April 01, 2020 Filed Apr 1, 2020 16:00 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.329 | $148.24 | $48.77 |
DisclosureSEC source: 0001127602-20-012340 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,097.808 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| March 02, 2020 Filed Mar 2, 2020 20:01 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.484 | $142.92 | $212.09 |
DisclosureSEC source: 0001127602-20-008522 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,097.479 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| February 03, 2020 Filed Feb 3, 2020 20:36 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.43 | $166.50 | $404.60 |
DisclosureSEC source: 0001127602-20-003093 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,095.995 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| January 02, 2020 Filed Jan 2, 2020 19:52 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.588 | $166.00 | $429.61 |
DisclosureSEC source: 0001127602-20-000074 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,093.565 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 19:42 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.426 | $184.27 | $447.04 |
DisclosureSEC source: 0001127602-19-031610 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,090.977 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 18:42 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.307 | $222.77 | $291.16 |
DisclosureSEC source: 0001127602-19-025826 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,088.551 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| June 03, 2019 Filed Jun 3, 2019 15:51 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.397 | $212.67 | $84.43 |
DisclosureSEC source: 0001127602-19-020403 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,087.244 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| May 01, 2019 Filed May 3, 2019 16:59 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.757 | $189.32 | $332.64 |
DisclosureSEC source: 0001127602-19-017205 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,086.847 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| April 01, 2019 Filed Apr 1, 2019 16:10 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.39 | $178.52 | $69.62 |
DisclosureSEC source: 0001127602-19-013632 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,085.09 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 14:49 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.032 | $146.38 | $297.44 |
DisclosureSEC source: 0001127602-19-003603 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,084.7 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| January 02, 2019 Filed Jan 2, 2019 18:24 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.607 | $133.31 | $347.54 |
DisclosureSEC source: 0001127602-19-000086 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,082.668 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 15:51 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.617 | $129.69 | $209.71 |
DisclosureSEC source: 0001127602-18-031746 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,080.061 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 19:52 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.63 | $124.24 | $202.51 |
DisclosureSEC source: 0001127602-18-024414 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,078.444 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 19:32 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.793 | $117.26 | $92.99 |
DisclosureSEC source: 0001127602-18-022145 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,076.814 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 16:34 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.575 | $113.01 | $291.00 |
DisclosureSEC source: 0001127602-18-019660 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,076.021 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| May 01, 2018 Filed May 2, 2018 16:23 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.845 | $116.77 | $332.21 |
DisclosureSEC source: 0001127602-18-015891 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,073.446 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 16:42 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.918 | $117.64 | $107.99 |
DisclosureSEC source: 0001127602-18-013517 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,070.601 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 15:29 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.122 | $115.67 | $129.78 |
DisclosureSEC source: 0001127602-18-009486 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,069.683 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 16:02 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.895 | $118.76 | $343.81 |
DisclosureSEC source: 0001127602-18-003895 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,068.561 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 16:06 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.938 | $121.84 | $357.97 |
DisclosureSEC source: 0001127602-18-000363 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,065.666 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 21:00 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.839 | $120.80 | $222.15 |
DisclosureSEC source: 0001127602-17-031019 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,062.728 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 20:18 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.75 | $127.46 | $223.06 |
DisclosureSEC source: 0001127602-17-024733 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,060.889 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| July 03, 2017 Filed Jul 3, 2017 18:34 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.605 | $125.07 | $75.67 |
DisclosureSEC source: 0001127602-17-022525 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,059.139 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 17:40 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | GrantClass A Common Stock | 1,824 | $126.21 | $230,207.04 |
DisclosureSEC source: 0001127602-17-022440 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,058.534 Read SEC document |
| June 01, 2017 Filed Jun 1, 2017 18:10 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.606 | $117.77 | $189.14 |
DisclosureSEC source: 0001127602-17-019964 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,234.534 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| May 01, 2017 Filed May 2, 2017 18:46 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.465 | $123.82 | $305.22 |
DisclosureSEC source: 0001127602-17-016314 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,232.928 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 19:55 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.741 | $122.70 | $90.92 |
DisclosureSEC source: 0001127602-17-013848 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,230.463 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:12 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.742 | $118.61 | $88.01 |
DisclosureSEC source: 0001127602-17-009579 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,229.722 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 17:28 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.695 | $112.11 | $302.14 |
DisclosureSEC source: 0001127602-17-003484 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,228.98 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 15:36 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.397 | $112.45 | $269.54 |
DisclosureSEC source: 0001127602-17-000391 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,226.285 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| November 01, 2016 Filed Nov 1, 2016 19:55 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.631 | $102.39 | $167.00 |
DisclosureSEC source: 0001127602-16-065646 · form4.xml · nonDerivative · entry 1 Smith Douglas Edward · CIK 0001450863 · Interim EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,223.888 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.