Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ERIE INDEMNITY COERIE · Entity 3406 | Executive Vice President | June 30, 2024 | July 01, 2024 |
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 June 30, 2024 · Filed July 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,561.231 |
Reported balance
After 2024-06-30 transaction · row 1
1 source rowRow 1 · 2024-06-30 · Other · Acquired 1.19 · Balance 4,561.231 F1: Participant directed transaction under 401(k) Plan |
| Incentive Compensation Deferral Plan Share CreditsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,671.855 |
Reported balance
Holding disclosure · report date 2024-06-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,671.855 F2: Conversion price is not applicable to shares granted under 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Participant directed transaction under 401(k) Plan
F2: Conversion price is not applicable to shares granted under 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 01, 2017 Filed Feb 1, 2017 20:10 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 6.424 | $112.11 | $720.19 |
DisclosureSEC source: 0001127602-17-003311 · form4.xml · nonDerivative · entry 1 Feltz Lorianne · CIK 0001311147 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,733.631 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 22:15 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 2.417 | $112.45 | $271.79 |
DisclosureSEC source: 0001127602-17-000288 · form4.xml · nonDerivative · entry 1 Feltz Lorianne · CIK 0001311147 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,727.207 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.