Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ERIE INDEMNITY COERIE · Entity 3406 | President & CEO | July 21, 2026 | July 23, 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 21, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Incentive Compensation Deferral Plan Share CreditsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 13,005.879 |
Reported balance
After 2026-07-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-21 · Other · Acquired 87.541 · Balance 13,005.879 F1: Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan. F2: Acquired under dividend reinvestment for 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 9,541 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,541 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy ROTH IRA for Self | 278 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 278 |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
F2: Acquired under dividend reinvestment for 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
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 |
|---|---|---|---|---|---|---|
| February 27, 2018 Filed Feb 27, 2018 20:41 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | PurchaseClass A Common Stock | 278 | $114.43 | $31,811.54 |
DisclosureSEC source: 0001127602-18-008637 · form4.xml · nonDerivative · entry 2 NECASTRO TIMOTHY G · CIK 0001177106 · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ROTH IRA for Self Disclosed balance after: 278 Read SEC document |
| February 27, 2018 Filed Feb 27, 2018 20:41 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | PurchaseClass A Common Stock | 215 | $116.15 | $24,972.25 |
DisclosureSEC source: 0001127602-18-008637 · form4.xml · nonDerivative · entry 1 NECASTRO TIMOTHY G · CIK 0001177106 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,006 Read SEC document |
| January 05, 2018 Filed Jan 23, 2018 20:29 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | GiftClass A Common Stock | 2 | $119.80 | $239.60 |
DisclosureSEC source: 0001127602-18-002270 · form4.xml · nonDerivative · entry 1 NECASTRO TIMOTHY G · CIK 0001177106 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,791 Read SEC document |
| November 06, 2017 Filed Nov 6, 2017 21:08 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 149 | $123.00 | $18,327.00 |
DisclosureSEC source: 0001127602-17-031356 · form4.xml · nonDerivative · entry 1 NECASTRO TIMOTHY G · CIK 0001177106 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,793 F1 · kind: Additional shares acquired pursuant to dividend reinvestment in filer's brokerage account. Read SEC document |
| May 15, 2017 Filed May 17, 2017 12:52 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | PurchaseClass A Common Stock | 430 | $116.24 | $49,983.20 |
DisclosureSEC source: 0001127602-17-018401 · form4.xml · nonDerivative · entry 1 NECASTRO TIMOTHY G · CIK 0001177106 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,644 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.