AG˹ٷ

STOCK TITAN

[Form 4] Erie Indemnity Co Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Form 4 overview: On 07/31/2025 Erie Indemnity (ERIE) director George R. Lucore received 39.474 Class A share credits through the Outside Directors� Deferred Compensation Plan (transaction code J). These credits convert 1-for-1 into common shares when his board service ends and have no expiration date or exercise price.

After the accrual, Lucore holds 1,725 Class A shares directly and 3,980.182 share credits in the deferred plan, adding roughly 1 % to his derivative stake. No shares were sold and no cash changed hands, so company float and earnings remain unaffected. The filing is routine, but it modestly increases insider alignment with long-term shareholders.

Panoramica del Modulo 4: Il 31/07/2025 George R. Lucore, direttore di Erie Indemnity (ERIE), ha ricevuto 39.474 crediti azionari di Classe A tramite il Piano di Compensazione Differita per Direttori Esterni (codice transazione J). Questi crediti si convertono 1 a 1 in azioni ordinarie al termine del suo mandato nel consiglio e non hanno scadenza né prezzo di esercizio.

Dopo l'accredito, Lucore detiene direttamente 1.725 azioni di Classe A e 3.980,182 crediti azionari nel piano differito, aumentando di circa l'1% la sua partecipazione derivata. Non sono state vendute azioni né sono stati scambiati contanti, quindi il flottante e gli utili della società rimangono invariati. La comunicazione è di routine, ma incrementa leggermente l'allineamento degli insider con gli azionisti a lungo termine.

Resumen del Formulario 4: El 31/07/2025, George R. Lucore, director de Erie Indemnity (ERIE), recibió 39.474 créditos de acciones Clase A a través del Plan de Compensación Diferida para Directores Externos (código de transacción J). Estos créditos se convierten 1 a 1 en acciones comunes cuando termina su servicio en la junta y no tienen fecha de vencimiento ni precio de ejercicio.

Después del reconocimiento, Lucore posee directamente 1.725 acciones Clase A y 3.980,182 créditos de acciones en el plan diferido, aumentando aproximadamente un 1% su participación derivada. No se vendieron acciones ni hubo intercambio de efectivo, por lo que el flotante y las ganancias de la empresa permanecen sin cambios. La presentación es rutinaria, pero aumenta modestamente la alineación de los insiders con los accionistas a largo plazo.

Form 4 개요: 2025� 7� 31�, Erie Indemnity(ERIE) 이사 조지 R. 루코어는 외부 이사 연기 보상 계획(거래 코드 J)� 통해 39.474 클래� A 주식 크레�� 받았습니�. � 크레딧은 이사� 임기 종료 � 1대1� 보통주로 전환되며 만료일이� 행사 가격이 없습니다.

적립 � 루코어는 직접 1,725 클래� A 주식� 연기 계획 내에 3,980.182 주식 크레�� 보유하여 파생 지분을 � 1% 증가시켰습니�. 주식 매도� 현금 거래� 없었기에 회사 유통 주식 수와 수익에는 영향� 없습니다. 제출은 일상적인 절차이나 내부자와 장기 주주 간의 정렬� 다소 강화합니�.

Présentation du Formulaire 4 : Le 31/07/2025, George R. Lucore, administrateur d'Erie Indemnity (ERIE), a reçu 39,474 crédits d'actions de Classe A via le Plan de Rémunération Différée des Administrateurs Externes (code transaction J). Ces crédits se convertissent à raison de 1 pour 1 en actions ordinaires à la fin de son mandat au conseil et n'ont ni date d'expiration ni prix d'exercice.

Après cette attribution, Lucore détient directement 1 725 actions de Classe A et 3 980,182 crédits d'actions dans le plan différé, augmentant d'environ 1 % sa participation dérivée. Aucune action n'a été vendue et aucun échange d'argent n'a eu lieu, de sorte que le flottant et les bénéfices de la société restent inchangés. Le dépôt est routinier, mais il renforce modestement l'alignement des initiés avec les actionnaires à long terme.

Überblick Formular 4: Am 31.07.2025 erhielt George R. Lucore, Direktor von Erie Indemnity (ERIE), 39.474 Class A Aktiengutschriften über den Deferred Compensation Plan für externe Direktoren (Transaktionscode J). Diese Gutschriften werden 1:1 in Stammaktien umgewandelt, wenn seine Vorstandszeit endet, und haben kein Verfallsdatum oder Ausübungspreis.

Nach der Gutschrift hält Lucore direkt 1.725 Class A Aktien und 3.980,182 Aktiengutschriften im Deferred Plan, was seinen derivativen Anteil um etwa 1 % erhöht. Es wurden keine Aktien verkauft und kein Bargeld ausgetauscht, sodass sich der Streubesitz und die Gewinne des Unternehmens nicht verändern. Die Meldung ist routinemäßig, erhöht jedoch leicht die Interessenausrichtung der Insider mit den langfristigen Aktionären.

Positive
  • Director modestly increased economic exposure through 39.474 additional share credits, reinforcing incentive alignment.
Negative
  • None.

Insights

TL;DR: Small, routine plan-based insider accrual; neutral to slightly positive signal.

The 39-share credit addition is immaterial (<$15k) and stems from a standing compensation program, not active market buying. Nevertheless, Lucore’s total deferred position now nears 4k shares, indicating continued long-term exposure. With no dispositions reported and minimal dilution impact, I view the event as neutral for valuation but modestly reinforcing governance alignment. No broader financial metrics were disclosed; therefore, the filing has low market impact.

Panoramica del Modulo 4: Il 31/07/2025 George R. Lucore, direttore di Erie Indemnity (ERIE), ha ricevuto 39.474 crediti azionari di Classe A tramite il Piano di Compensazione Differita per Direttori Esterni (codice transazione J). Questi crediti si convertono 1 a 1 in azioni ordinarie al termine del suo mandato nel consiglio e non hanno scadenza né prezzo di esercizio.

Dopo l'accredito, Lucore detiene direttamente 1.725 azioni di Classe A e 3.980,182 crediti azionari nel piano differito, aumentando di circa l'1% la sua partecipazione derivata. Non sono state vendute azioni né sono stati scambiati contanti, quindi il flottante e gli utili della società rimangono invariati. La comunicazione è di routine, ma incrementa leggermente l'allineamento degli insider con gli azionisti a lungo termine.

Resumen del Formulario 4: El 31/07/2025, George R. Lucore, director de Erie Indemnity (ERIE), recibió 39.474 créditos de acciones Clase A a través del Plan de Compensación Diferida para Directores Externos (código de transacción J). Estos créditos se convierten 1 a 1 en acciones comunes cuando termina su servicio en la junta y no tienen fecha de vencimiento ni precio de ejercicio.

Después del reconocimiento, Lucore posee directamente 1.725 acciones Clase A y 3.980,182 créditos de acciones en el plan diferido, aumentando aproximadamente un 1% su participación derivada. No se vendieron acciones ni hubo intercambio de efectivo, por lo que el flotante y las ganancias de la empresa permanecen sin cambios. La presentación es rutinaria, pero aumenta modestamente la alineación de los insiders con los accionistas a largo plazo.

Form 4 개요: 2025� 7� 31�, Erie Indemnity(ERIE) 이사 조지 R. 루코어는 외부 이사 연기 보상 계획(거래 코드 J)� 통해 39.474 클래� A 주식 크레�� 받았습니�. � 크레딧은 이사� 임기 종료 � 1대1� 보통주로 전환되며 만료일이� 행사 가격이 없습니다.

적립 � 루코어는 직접 1,725 클래� A 주식� 연기 계획 내에 3,980.182 주식 크레�� 보유하여 파생 지분을 � 1% 증가시켰습니�. 주식 매도� 현금 거래� 없었기에 회사 유통 주식 수와 수익에는 영향� 없습니다. 제출은 일상적인 절차이나 내부자와 장기 주주 간의 정렬� 다소 강화합니�.

Présentation du Formulaire 4 : Le 31/07/2025, George R. Lucore, administrateur d'Erie Indemnity (ERIE), a reçu 39,474 crédits d'actions de Classe A via le Plan de Rémunération Différée des Administrateurs Externes (code transaction J). Ces crédits se convertissent à raison de 1 pour 1 en actions ordinaires à la fin de son mandat au conseil et n'ont ni date d'expiration ni prix d'exercice.

Après cette attribution, Lucore détient directement 1 725 actions de Classe A et 3 980,182 crédits d'actions dans le plan différé, augmentant d'environ 1 % sa participation dérivée. Aucune action n'a été vendue et aucun échange d'argent n'a eu lieu, de sorte que le flottant et les bénéfices de la société restent inchangés. Le dépôt est routinier, mais il renforce modestement l'alignement des initiés avec les actionnaires à long terme.

Überblick Formular 4: Am 31.07.2025 erhielt George R. Lucore, Direktor von Erie Indemnity (ERIE), 39.474 Class A Aktiengutschriften über den Deferred Compensation Plan für externe Direktoren (Transaktionscode J). Diese Gutschriften werden 1:1 in Stammaktien umgewandelt, wenn seine Vorstandszeit endet, und haben kein Verfallsdatum oder Ausübungspreis.

Nach der Gutschrift hält Lucore direkt 1.725 Class A Aktien und 3.980,182 Aktiengutschriften im Deferred Plan, was seinen derivativen Anteil um etwa 1 % erhöht. Es wurden keine Aktien verkauft und kein Bargeld ausgetauscht, sodass sich der Streubesitz und die Gewinne des Unternehmens nicht verändern. Die Meldung ist routinemäßig, erhöht jedoch leicht die Interessenausrichtung der Insider mit den langfristigen Aktionären.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
LUCORE GEORGE R

(Last) (First) (Middle)
220 FIELDSTONE WAY

(Street)
ERIE PA 16505

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
ERIE INDEMNITY CO [ ERIE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
07/31/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A Common Stock 1,725 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Directors' Deferred Compensation Share Credits $0(1) 07/31/2025 J(2) 39.474 (3) (3) Class A Common Stock 39.474 $356.24 3,980.182 D
Explanation of Responses:
1. Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
2. Acquired under Directors' Deferred Compensation Plan.
3. The shares subject to this reporting are Share Credits which are periodically credited to the accounts of certain Directors of Erie Indemnity Company pursuant to its Outside Directors' Stock 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's service as a Director of the Company ends. There are no exercisable or expiration dates for these securities.
Remarks:
Rebecca A. Buona, Power of Attorney 08/01/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did ERIE director George R. Lucore report in the Form 4 filing?

He received 39.474 share credits under the Outside Directors� Deferred Compensation Plan on 07/31/2025.

How many Erie Indemnity (ERIE) shares does Lucore now own?

He directly owns 1,725 Class A shares and 3,980.182 share credits after the transaction.

Is the transaction an open-market purchase?

No. It is a plan-based accrual coded "J", involving no open-market buying or cash consideration.

What are share credits in ERIE’s Outside Directors� Deferred Compensation Plan?

They represent the right to receive an equal number of Class A shares when the director’s service ends; they have no exercise price or expiration.

Does this Form 4 affect ERIE’s share count or earnings?

No. The credits are settled in existing shares at a future date and do not impact current share count or financial results.
Erie Indty Co

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