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 senior vice president Anthony DaBreo filed an amended Form 4 that does not report any new trades but updates administrative details. The filing shows he directly holds 1,364.5530 shares of Class A common stock as of the reported date, and the amendment corrects the name of the person who previously filed on his behalf under a power of attorney.
Erie Indemnity Company executive vice president Douglas Edward Smith reported a small participant-directed 401(k) transaction involving 1.15 shares of Class A Common Stock at $251.31 per share. After this plan-related adjustment, he holds 5,164.686 shares directly, indicating a routine retirement-account reallocation rather than a traditional open-market trade.
Erie Indemnity Company Executive Vice President Sarah Shine reported a participant-directed restructuring of 5.518 Class A common shares under a 401(k) plan. The transaction was coded as an “other” type, not an open-market buy or sell, and left her with 538.342 directly held Class A shares.
She also reported 2,678.365 Incentive Compensation Deferral Plan share credits, each representing the right to receive one Erie Indemnity Class A common share upon retirement or separation from service, with no exercise price and no expiration date.
Erie Indemnity Company EVP & CFO Julie Marie Pelkowski reported a small participant-directed transaction under the company 401(k) Plan, involving 2.679 shares of Class A common stock at $251.31 per share. Following this, she directly holds 662.944 Class A shares.
The filing also updates her position in Incentive Compensation Deferral Plan Share Credits, which total 2,081.740 share credits tied to Class A common stock. These credits represent the right to receive an equal number of shares when she retires or otherwise separates from the company and have no exercise or expiration dates.
Senior Vice President, Life Anthony DaBreo reported a participant directed transaction under a 401(k) Plan involving 2.846 shares of Erie Indemnity Class A Common Stock at $251.31 per share. Following this transaction, he directly holds 1,364.553 Class A shares.
Erie Indemnity Company executive Cody Cook reported a small restructuring-type transaction involving company stock and deferred share credits. A participant-directed transaction under a 401(k) plan covered 5.904 shares of Class A common stock at $251.31 per share, leaving him with 1,126.784 directly held shares. He also holds Incentive Compensation Deferral Plan Share Credits tied to 1,276.289 Class A shares, which he is entitled to receive when he retires or otherwise separates from service, with no exercise price or expiration dates.
Erie Indemnity Co - The Vanguard Group filed Amendment No. 8 to a Schedule 13G/A reporting that it beneficially owns 0 shares of Erie Indemnity Co common stock, representing 0% of the class. The filing explains an internal realignment of Vanguard effective January 12, 2026 that resulted in disaggregated reporting by subsidiaries and business divisions. The amendment is signed by Ashley Grim on March 26, 2026.
Erie Indemnity President & CEO Timothy G. Necastro reported a bona fide gift of 2,039 shares of Class A common stock on March 18, 2026 to a qualified charitable organization. After the gift, he directly holds 9,541 Class A shares, plus 12,844.338 incentive compensation deferral plan share credits and an additional 278 shares held indirectly through a Roth IRA. The share credits entitle him to receive an equivalent number of Class A shares when he retires or otherwise separates from the company, and they have no expiration date.
Erie Indemnity Company has furnished its 2026 information statement and will hold its 101st annual meeting in person at 9:30 a.m. EDT on April 21, 2026. Only holders of Class B common stock (2,542 shares outstanding as of the February 20, 2026 record date) may vote; Class A shares (46,189,068 outstanding as of that date) have no voting rights on the matters to be acted upon.
The three H.O. Hirt Trusts collectively hold 2,340 shares of Class B common stock (92.05% of Class B voting power) and thus can determine outcomes if voted together. The board has nominated 11 directors for election, including one new candidate, William D. Edwards, and disclosed committee structures, risk oversight and director qualifications. Management fees from the Exchange were 25% of premiums and accounted for approximately 97.4% of consolidated revenue in 2025.
On compensation, the AIP company performance measures (DWP, PIF, statutory combined ratio) produced an overall company performance factor of 0.0% for 2025, although the AIP funding qualifier based on net operating income ($638.60 million) exceeded the threshold ($483.75 million), and AIP payments were made on March 13, 2026. The LTIP mixes time-vesting (25%) and performance-vesting (75%) awards measured against a peer group for three-year periods.