Erie Indemnity Company SEC filings document operating results and material events for a Pennsylvania company whose Class A common stock trades on Nasdaq. The filing record includes 8-K reports with earnings releases, financial exhibits, quarterly dividend declarations, annual meeting voting results, director elections, executive succession disclosures, and governance updates.
These filings also identify capital-structure and voting matters, including Class A common stock registration and Class B common stock voting mechanics at shareholder meetings. Other disclosures cover revisions to the company's Code of Conduct and senior financial officer ethics code, Regulation FD updates on information security events, and formal exhibits tied to results announcements and board actions.
Erie Indemnity Company Senior Vice President, Life, Anthony DaBreo reported an open-market sale of 465 shares of Class A Common Stock on May 8, 2026 at a price of $217.10 per share.
Following this transaction, DaBreo directly holds 909.054 shares of Erie Indemnity Class A Common Stock, as reported in the filing.
Erie Indemnity Company executive vice president Douglas Edward Smith reported a participant-directed transaction under a 401(k) plan involving 3.936 shares of Class A Common Stock at $218.93 per share. Following this Form 4 transaction, he held 5,168.622 shares of Erie Indemnity Class A Common Stock directly.
Erie Indemnity Company executive vice president Sarah Shine reported routine compensation-related holdings and a small restructuring transaction. On April 30, 2026, a Form 4 shows a J-coded “other” transaction involving 8.943 shares of Class A common stock at $218.93 per share, leaving her with 547.285 directly held shares.
The filing also reports Incentive Compensation Deferral Plan Share Credits tied to 2,693.796 underlying Class A shares. Footnotes explain these share credits are periodically credited for a select group of management under an incentive compensation deferral plan and represent the right to receive an equivalent number of Class A shares upon retirement or separation, with no set exercise or expiration dates.
Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported a small participant-directed 401(k) plan transaction involving 7.761 shares of Class A common stock at $218.93 per share, coded as an other type of restructuring. After this, she directly holds 670.705 Class A shares and 2,093.733 Incentive Compensation Deferral Plan share credits, which represent the right to receive an equivalent number of Class A shares when she retires or leaves the company.
Erie Indemnity Company senior vice president Anthony DaBreo reported a small participant-directed transaction in the company’s 401(k) plan involving 9.501 shares of Class A common stock at $218.93 per share. Following this plan-related adjustment, his directly held position is 1,374.054 shares.
Erie Indemnity Company executive Cody Cook reported routine plan-related share activity. The filing shows a participant-directed transaction under a 401(k) plan involving 9.487 shares of Class A common stock at $218.93 per share, leaving 1,136.271 shares of common stock held directly.
Cook also holds Incentive Compensation Deferral Plan Share Credits tied to 1,283.642 underlying Class A common shares. These share credits represent the right to receive an equivalent number of Erie Indemnity Class A common shares upon retirement or other separation from service, with no stated exercise or expiration dates.
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.