Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ERIE INDEMNITY COERIE · Entity 3406 | SVP | April 30, 2024 | May 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 April 30, 2024 · Filed May 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,568.057 |
Reported balance
After 2024-04-30 transaction · row 1
1 source rowRow 1 · 2024-04-30 · Other · Acquired 0.003 · Balance 3,568.057 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 |
|---|---|---|---|---|---|---|
| April 30, 2024 Filed May 1, 2024 17:59 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.003 | $382.66 | $1.15 |
DisclosureSEC source: 0001127602-24-013727 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,568.057 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| January 31, 2024 Filed Feb 1, 2024 20:41 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.001 | $345.83 | $0.35 |
DisclosureSEC source: 0001127602-24-002901 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,568.054 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 13:19 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.004 | $276.19 | $1.10 |
DisclosureSEC source: 0001127602-23-026535 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,568.053 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 19:38 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.005 | $221.96 | $1.11 |
DisclosureSEC source: 0001127602-23-021826 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,568.049 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| April 30, 2023 Filed May 1, 2023 15:15 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.008 | $217.33 | $1.74 |
DisclosureSEC source: 0001127602-23-013842 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,568.044 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| January 31, 2023 Filed Feb 1, 2023 21:15 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.007 | $244.35 | $1.71 |
DisclosureSEC source: 0001127602-23-002905 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,568.036 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| December 16, 2022 Filed Dec 22, 2022 19:42 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | GiftClass A Common Stock | 194 | $281.58 | $54,626.52 |
DisclosureSEC source: 0001127602-22-028143 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,568.029 Read SEC document |
| July 31, 2022 Filed Aug 2, 2022 19:49 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.001 | $203.36 | $0.20 |
DisclosureSEC source: 0001127602-22-020137 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,762.029 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| April 30, 2022 Filed May 2, 2022 17:49 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.009 | $160.28 | $1.44 |
DisclosureSEC source: 0001127602-22-012807 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,762.028 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| January 31, 2022 Filed Feb 1, 2022 19:50 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.009 | $184.10 | $1.66 |
DisclosureSEC source: 0001127602-22-002706 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,762.019 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| October 31, 2021 Filed Nov 2, 2021 14:31 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.003 | $205.81 | $0.62 |
DisclosureSEC source: 0001127602-21-028030 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,762.01 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| July 31, 2021 Filed Aug 3, 2021 16:05 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.008 | $184.89 | $1.48 |
DisclosureSEC source: 0001127602-21-022841 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,762.007 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| April 30, 2021 Filed May 3, 2021 17:16 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.007 | $214.02 | $1.50 |
DisclosureSEC source: 0001127602-21-014864 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761.999 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| January 31, 2021 Filed Feb 1, 2021 18:59 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.005 | $243.10 | $1.22 |
DisclosureSEC source: 0001127602-21-003214 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761.992 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 19:19 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.007 | $245.60 | $1.72 |
DisclosureSEC source: 0001127602-21-000101 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761.987 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| October 31, 2020 Filed Nov 2, 2020 20:32 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.002 | $232.87 | $0.47 |
DisclosureSEC source: 0001127602-20-027819 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761.98 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 20:14 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.002 | $210.12 | $0.42 |
DisclosureSEC source: 0001127602-20-022552 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761.978 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| May 01, 2020 Filed May 1, 2020 16:25 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.002 | $178.06 | $0.36 |
DisclosureSEC source: 0001127602-20-014951 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761.976 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| February 03, 2020 Filed Feb 3, 2020 20:11 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 170.256 | $166.50 | $28,347.62 |
DisclosureSEC source: 0001127602-20-003076 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761.974 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 19:15 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.437 | $184.27 | $264.80 |
DisclosureSEC source: 0001127602-19-031604 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,932.23 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 16:44 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.157 | $222.77 | $34.97 |
DisclosureSEC source: 0001127602-19-025787 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,930.793 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| May 01, 2019 Filed May 3, 2019 16:13 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.027 | $189.32 | $5.11 |
DisclosureSEC source: 0001127602-19-017192 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,930.636 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 14:22 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.635 | $146.38 | $92.95 |
DisclosureSEC source: 0001127602-19-003599 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,930.609 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 14:39 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | PurchaseClass A Common Stock | 750 | $133.00 | $99,750.00 |
DisclosureSEC source: 0001127602-19-000008 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,929.974 Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 15:23 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.986 | $129.69 | $127.87 |
DisclosureSEC source: 0001127602-18-031734 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,179.974 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 18:41 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.868 | $124.24 | $107.84 |
DisclosureSEC source: 0001127602-18-024394 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,178.988 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 19:36 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.081 | $113.01 | $9.15 |
DisclosureSEC source: 0001127602-18-019516 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,178.12 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| May 29, 2018 Filed May 31, 2018 14:25 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | PurchaseClass A Common Stock | 1,000 | $112.00 | $112,000.00 |
DisclosureSEC source: 0001127602-18-019293 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,178.039 Read SEC document |
| May 01, 2018 Filed May 2, 2018 15:43 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.21 | $116.77 | $141.29 |
DisclosureSEC source: 0001127602-18-015886 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,178.039 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 16:37 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.229 | $118.76 | $145.96 |
DisclosureSEC source: 0001127602-18-003903 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,176.829 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:08 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.165 | $120.80 | $140.73 |
DisclosureSEC source: 0001127602-17-030954 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,175.6 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 19:08 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.972 | $127.46 | $123.89 |
DisclosureSEC source: 0001127602-17-024716 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,174.435 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 18:14 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | GrantClass A Common Stock | 1,930 | $126.21 | $243,585.30 |
DisclosureSEC source: 0001127602-17-022443 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,173.463 Read SEC document |
| May 01, 2017 Filed May 2, 2017 17:59 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 0.76 | $123.82 | $94.10 |
DisclosureSEC source: 0001127602-17-016284 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243.463 F1 · kind: Participant directed transaction under 401(k) Plan Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 15:55 UTC | ERIE INDEMNITY CO ERIE · Entity 3406 | OtherClass A Common Stock | 1.073 | $112.11 | $120.29 |
DisclosureSEC source: 0001127602-17-003450 · form4.xml · nonDerivative · entry 1 Colaizzo Louis F · CIK 0001368656 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242.703 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.