Welcome to our dedicated page for Erie Indty Co SEC filings (Ticker: ERIE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This Erie Indemnity Co (ERIE) filings page provides access to the company’s public reports filed with the U.S. Securities and Exchange Commission. As a NASDAQ-listed insurance services company incorporated in Pennsylvania, Erie Indemnity uses SEC filings to disclose financial results, governance updates, and other material information related to its role in providing services to the Erie Insurance Exchange.
Through periodic and current reports, investors can review details of Erie Indemnity’s operating revenue, including management fee revenue for policy issuance and renewal services and administrative services, administrative services reimbursement revenue, and service agreement revenue. Filings also present operating expenses such as commissions and non-commission costs, as well as investment income, net realized and unrealized gains or losses, and impairment charges. Consolidated statements of financial position outline assets, liabilities, and shareholders’ equity.
Current reports on Form 8-K highlight specific events, such as the announcement of quarterly and nine-month financial results, updates on information security events, and Board-approved revisions to the company’s Code of Conduct and Code of Ethics for senior financial officers. These filings also confirm that Erie Indemnity’s Class A common stock trades on the NASDAQ Stock Market under the symbol ERIE.
On Stock Titan, SEC filings for ERIE are updated in line with EDGAR, and AI-powered summaries help explain the key points in each document. Users can quickly understand the implications of earnings releases furnished on Form 8-K, governance-related exhibits such as revised codes of conduct, and other regulatory disclosures without reading every line of the original filings.
Erie Indemnity Company reported higher first-quarter 2026 results driven by fee-based growth from the Erie Insurance Exchange. Operating revenue rose to $1.01 billion from $989.4 million, and operating income increased to $166.8 million from $151.4 million as revenue growth outpaced expense growth.
Net income improved to $150.5 million from $138.4 million, with diluted Class A EPS up to $2.88 from $2.65. Management fee revenue from policy issuance and renewal services grew 4.2% to $786.4 million, reflecting a 3.6% increase in direct and affiliated assumed premiums written by the Exchange to $3.23 billion. Cash provided by operating activities was $91.9 million, and total assets stood at $3.38 billion with shareholders’ equity of $2.35 billion as of March 31, 2026.
Erie Indemnity Company reported stronger first-quarter 2026 results, with net income of $150.5 million and diluted earnings per share of $2.88, up from $138.4 million and $2.65 a year earlier. Total operating revenue was $1,011.9 million, and operating income rose to $166.8 million from $151.4 million.
Operating income before taxes increased by $15.4 million, or 10.2 percent, helped by higher management fee revenue and lower non-commission expenses. The Board approved a quarterly Class A dividend of $1.4625 per share. Shareholders unanimously re-elected directors, approved executive compensation on an advisory basis, and elected Jonathan Hirt Hagen as Chairman, with Thomas B. Hagen becoming Chairman Emeritus.
Erie Indemnity Company executive vice president and chief information officer Srinivasa Parthasarathy reported an internal plan adjustment involving share-based compensation. The filing shows 11.077 Incentive Compensation Deferral Plan Share Credits added on April 21, 2026 through dividend reinvestment at a reference price of $253.85 per credit.
These Share Credits correspond to an equivalent number of Class A common shares that can be delivered when the executive retires or otherwise leaves the company. Following this transaction, the account holds a total of 1,933.792 Share Credits under the Incentive Compensation Deferral Plan, which has no stated exercise or expiration dates.
Erie Indemnity Company Executive Vice President Sarah Shine reported updated equity holdings. She directly holds 538.3420 shares of Class A common stock. In addition, 15.4310 share credits were added under the company’s Incentive Compensation Deferral Plan through dividend reinvestment at an equivalent price of $253.85 per share.
Following this plan transaction, Shine holds 2,693.7960 share credits. These share credits represent the right to receive an equivalent number of Class A common shares when she retires or otherwise separates from service, and they have no exercisable or expiration dates.
Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported updated holdings, including compensation-related share credits rather than open-market trades. She now directly holds 662.944 shares of Class A common stock.
She also recorded 11.993 Incentive Compensation Deferral Plan share credits at $253.85 per share, increasing her plan balance to 2,093.733 share credits. According to the plan, these credits represent the right to receive an equivalent number of Class A shares upon retirement or separation, with no separate exercise or expiration dates.
ERIE Indemnity Company senior vice president and controller Jorie L. Novacek reported a plan-related change in deferred equity compensation. On April 21, 2026, 4.535 Incentive Compensation Deferral Plan share credits tied to Class A common stock were added at a reference price of $253.85 per share.
These share credits were acquired through dividend reinvestment under ERIE’s Incentive Compensation Deferral Plan and represent the right to receive an equivalent number of Class A shares when Novacek retires or otherwise leaves the company. After this transaction, Novacek’s account reflects a total of 791.703 share credits. The filing notes there is no exercise or expiration date for these plan-based securities.
Erie Indemnity Company President & CEO Timothy G. Necastro reported updated holdings of Class A common stock and deferred share credits. A Form 4 shows an additional 74 Incentive Compensation Deferral Plan Share Credits acquired through dividend reinvestment at $253.85 per credit, bringing his plan balance to 12,918.338 share credits, each representing the right to receive one Class A share upon retirement or separation. He also reports 9,541 Class A shares held directly and 278 shares held indirectly in a Roth IRA, with no open-market buys or sells disclosed.
Erie Indemnity Company Executive Vice President Sean Dugan reported updated equity holdings. He now directly holds 278.65 shares of Class A common stock. In addition, 5.737 Incentive Compensation Deferral Plan Share Credits were added through dividend reinvestment at $253.85 per share, bringing his plan balance to 1,001.609 Share Credits. These Share Credits represent the right to receive an equivalent number of Class A shares when he retires or otherwise leaves the company, and they have no set exercise or expiration dates.
Erie Indemnity Company Executive Vice President Cody Cook reported updated holdings related to the company’s Incentive Compensation Deferral Plan. On the transaction date, Cook received 7.353 Incentive Compensation Deferral Plan Share Credits through dividend reinvestment at an equivalent price of $253.85 per share, bringing his plan balance to 1,283.642 share credits tied to Class A common stock. A separate holding line shows 1,126.784 shares of Class A Common Stock held directly. The footnotes explain that these share credits are bookkeeping entries that will be settled in an equivalent number of Class A shares when Cook retires or otherwise leaves the company, and they do not have exercisable or expiration dates.
Erie Indemnity Company Senior Vice President Marc Cipriani reported routine compensation-related share activity. He received 12.734 Incentive Compensation Deferral Plan share credits through dividend reinvestment, each tied to Erie Indemnity Class A common stock at $253.85 per share.
After this crediting, his Incentive Compensation Deferral Plan account reflects 2,223.024 share credits, which represent the right to receive an equivalent number of Class A common shares upon retirement or separation from the company. His directly held Class A common stock position is now 15,997 shares.