ERIE Director Adds 62.5 Share Credits; No Class A Trades Reported

Q: What did ERIE Director Jonathan Hirt Hagen report in the July 2025 Form 4?

He received 62.518 deferred share credits via dividend reinvestment on 22-Jul-2025; no shares were bought or sold.

Q: How many Erie Indemnity Class A shares does Hagen now own directly?

He holds 223,130 Class A common shares directly after the reported transaction.

Q: Is this Form 4 transaction material to ERIE investors?

Impact is negligible ; the share-credit addition is routine and does not affect float, earnings, or control.

[Form 4] Truist Financial Corporation Insider Trading Activity

Filing Impact

(High)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Erie Indemnity Co. (ERIE) Form 4, filed 24-Jul-2025, shows Director Jonathan Hirt Hagen鈥檚 only reportable activity on 22-Jul-2025 was the automatic crediting of 62.518 Directors鈥� Deferred Compensation Share Credits (transaction code J) through dividend reinvestment. These share credits represent a future right to receive an equal number of Class A common shares when board service ends; they have no strike price or expiration.

After the transaction Hagen beneficially owns:

223,130 Class A shares held directly
400 Class A shares held indirectly by son and daughter (disclaimed)
16,580.64 deferred share credits held directly
Convertible Class B holdings that equate to 5,616,000 Class A shares when fully converted, held both directly and as co-trustee/beneficiary of family trusts

No open-market purchases or sales of Class A stock occurred, and total direct economic exposure changed by less than 0.1%. The filing signals routine reinvestment rather than a deliberate buy or sell decision.

Erie Indemnity Co. (ERIE) Modulo 4, presentato il 24-lug-2025, mostra che l'unica attivit脿 segnalabile del Direttore Jonathan Hirt Hagen il 22-lug-2025 猫 stata l'accredito automatico di 62.518 Crediti di Compensazione Differita per Amministratori (codice transazione J) tramite reinvestimento dei dividendi. Questi crediti rappresentano il diritto futuro di ricevere un numero equivalente di azioni ordinarie di Classe A al termine del servizio nel consiglio; non hanno prezzo di esercizio n茅 scadenza.
Dopo la transazione Hagen detiene effettivamente:
223.130 azioni di Classe A detenute direttamente
400 azioni di Classe A detenute indirettamente da figlio e figlia (rinunciate)
16.580,64 crediti di azioni differite detenuti direttamente
Partecipazioni convertibili di Classe B equivalenti a 5.616.000 azioni di Classe A quando completamente convertite, detenute sia direttamente sia come co-amministratore/fiduciario e beneficiario di trust familiari
Non si sono verificate compravendite sul mercato aperto di azioni di Classe A, e l'esposizione economica diretta totale 猫 cambiata di meno dello 0,1%. La comunicazione indica un reinvestimento di routine piuttosto che una decisione intenzionale di acquisto o vendita.

Erie Indemnity Co. (ERIE) Formulario 4, presentado el 24-jul-2025, muestra que la 煤nica actividad reportable del Director Jonathan Hirt Hagen el 22-jul-2025 fue el acreditamiento autom谩tico de 62.518 Cr茅ditos de Acciones de Compensaci贸n Diferida para Directores (c贸digo de transacci贸n J) mediante reinversi贸n de dividendos. Estos cr茅ditos representan el derecho futuro a recibir un n煤mero igual de acciones ordinarias Clase A cuando finalice el servicio en la junta; no tienen precio de ejercicio ni vencimiento.
Despu茅s de la transacci贸n, Hagen posee beneficiosamente:
223,130 acciones Clase A en propiedad directa
400 acciones Clase A en propiedad indirecta por parte de su hijo e hija (renunciadas)
16,580.64 cr茅ditos de acciones diferidas en propiedad directa
Participaciones convertibles Clase B que equivalen a 5,616,000 acciones Clase A cuando se convierten completamente, en propiedad directa y como co-fiduciario/beneficiario de fideicomisos familiares
No se realizaron compras ni ventas en el mercado abierto de acciones Clase A, y la exposici贸n econ贸mica directa total cambi贸 menos del 0.1%. La presentaci贸n indica una reinversi贸n rutinaria en lugar de una decisi贸n deliberada de compra o venta.

Erie Indemnity Co. (ERIE) 2025雲� 7鞗� 24鞚� 鞝滌稖霅� Form 4鞐� 霐半ゴ氅�, 鞚挫偓 Jonathan Hirt Hagen鞚� 2025雲� 7鞗� 22鞚� 雼澕氤搓碃臧€電ロ暅頇滊彊鞚€ 氚半嫻旮� 鞛埇鞛愲ゼ韱淀暣鞛愲彊鞙茧 62,518臧滌潣鞚挫偓歆€鞐� 氤挫儊欤检嫕韥爤霐�(瓯半灅旖旊摐 J)鞚� 鞝侂霅� 瓴冹瀰雼堧嫟. 鞚� 欤检嫕韥爤霐ъ潃鞚挫偓須� 靹滊箘鞀� 膦呺 鞁� 霃欖澕靾橂焿鞚� 韥措灅鞀� A 氤错喌欤茧ゼ氚涭潉氙鸽灅甓岆Μ毳� 雮橅儉雮措┌, 頄夓偓臧€瓴╈澊雮� 毵岆鞚检澊鞐嗢姷雼堧嫟.
瓯半灅頉� Hagen鞚€ 鞁れ鞝侅溂搿� 雼れ潓鞚� 氤挫湢頃╇媹雼�:
223,130 歆侅爲氤挫湢頃� 韥措灅鞀� A 欤检嫕
400 鞎勲摛瓿� 霐胳澊臧勳爲氤挫湢頃� 韥措灅鞀� A 欤检嫕(韽赴霅�)
16,580.64 歆侅爲氤挫湢頃� 歆€鞐� 欤检嫕韥爤霐�
鞕勳爠鞝勴櫂鞁� 5,616,000 韥措灅鞀� A 欤检嫕鞐� 頃措嫻頃橂姅鞝勴櫂臧€電ロ暅韥措灅鞀� B 歆€攵�, 歆侅爲氤挫湢氚� 臧€臁� 鞁犿儊鞚� 瓿惦彊靾橅儊鞛�/靾橃澋鞛愲 氤挫湢
韥措灅鞀� A 欤检嫕鞚� 瓿店皽鞁滌灔毵るГ電� 鞐嗢棃鞙茧┌, 齑� 歆侅爲瓴届牅鞝� 雲胳稖鞚€ 0.1% 氙鸽鞙茧 氤€霃欗枅鞀惦媹雼�. 鞚� 鞝滌稖鞚€ 鞚橂弰鞝侅澑毵れ垬霕愲姅毵る弰瓴办爼氤措嫟電� 鞚检儊鞝侅澑鞛埇鞛愲ゼ雮橅儉雰呺媹雼�.

Erie Indemnity Co. (ERIE) Formulaire 4, d茅pos茅 le 24 juillet 2025, indique que la seule activit茅 d茅clarable du Directeur Jonathan Hirt Hagen le 22 juillet 2025 a 茅t茅 le cr茅dit automatique de 62 518 cr茅dits d鈥檃ctions de r茅mun茅ration diff茅r茅e des administrateurs (code transaction J) via le r茅investissement des dividendes. Ces cr茅dits d鈥檃ctions repr茅sentent un droit futur 脿 recevoir un nombre 茅gal d鈥檃ctions ordinaires de Classe A 脿 la fin du mandat au conseil ; ils n鈥檕nt ni prix d鈥檈xercice ni date d鈥檈xpiration.
Apr猫s la transaction, Hagen d茅tient effectivement :
223 130 actions de Classe A d茅tenues directement
400 actions de Classe A d茅tenues indirectement par son fils et sa fille (renonc茅es)
16 580,64 cr茅dits d鈥檃ctions diff茅r茅es d茅tenus directement
Participations convertibles de Classe B 茅quivalant 脿 5 616 000 actions de Classe A une fois enti猫rement converties, d茅tenues 脿 la fois directement et en tant que co-trustee/b茅n茅ficiaire de trusts familiaux
Aucune transaction d鈥檃chat ou de vente d鈥檃ctions de Classe A sur le march茅 ouvert n鈥檃 eu lieu, et l鈥檈xposition 茅conomique directe totale a chang茅 de moins de 0,1 %. Le d茅p么t signale un r茅investissement de routine plut么t qu鈥檜ne d茅cision d茅lib茅r茅e d鈥檃chat ou de vente.

Erie Indemnity Co. (ERIE) Formular 4, eingereicht am 24. Juli 2025, zeigt, dass die einzige meldepflichtige Aktivit盲t von Direktor Jonathan Hirt Hagen am 22. Juli 2025 die automatische Gutschrift von 62.518 Directors鈥� Deferred Compensation Share Credits (Transaktionscode J) durch Dividenden-Reinvestition war. Diese Aktiengutschriften stellen ein zuk眉nftiges Recht dar, bei Beendigung der Vorstandst盲tigkeit eine gleiche Anzahl von Klasse-A-Stammaktien zu erhalten; sie haben keinen Aus眉bungspreis oder Verfallsdatum.
Nach der Transaktion besitzt Hagen wirtschaftlich:
223.130 Klasse-A-Aktien direkt gehalten
400 Klasse-A-Aktien indirekt durch Sohn und Tochter gehalten (verzichtet)
16.580,64 direkt gehaltene Deferred Share Credits
Wandelbare Klasse-B-Beteiligungen, die bei vollst盲ndiger Umwandlung 5.616.000 Klasse-A-Aktien entsprechen, direkt sowie als Miterbe/Verm枚gensverwalter von Familienstiftungen gehalten
Es gab keine K盲ufe oder Verk盲ufe von Klasse-A-Aktien auf dem offenen Markt, und die gesamte direkte wirtschaftliche Beteiligung 盲nderte sich um weniger als 0,1 %. Die Meldung signalisiert eine routinem盲脽ige Reinvestition und keine gezielte Kauf- oder Verkaufsentscheidung.

Positive

Director鈥檚 equity stake incrementally increases through automatic dividend reinvestment, reinforcing alignment with shareholders.

Negative

Transaction size is immaterial (~0.03% of director鈥檚 existing Class A exposure), offering no meaningful trading signal.

Insights

TL;DR: Routine dividend reinvestment; immaterial to valuation.
The 62.5 share-credit addition (~US$23k) marginally increases the director鈥檚 deferred stake and does not affect the public float or insider sentiment. Hagen already controls millions of Class A-equivalent shares via Class B conversion rights, so this bookkeeping entry is negligible. No buying or selling signal is implied; therefore impact on ERIE鈥檚 share-price outlook is neutral.

TL;DR: Filing reflects standard board compensation; no governance red flags.
The transaction arises from the Outside Directors鈥� Deferred Compensation Plan鈥攃ommon practice for aligning directors with shareholders. Disclosure of large Class B holdings reaffirms dual-class structure but was previously known. There are no unusual related-party dealings or sudden disposals, so governance risk remains unchanged.

07/24/2025 - 09:17 AM

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).

1. Name and Address of Reporting Person^*
Bender Bradley D

(Last) (First) (Middle)

214 N. TRYON STREET

(Street)
CHARLOTTE NC 28202

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
TRUIST FINANCIAL CORP [ TFC ] 5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

Director 10% Owner

X Officer (give title below) Other (specify below)

Chief Risk Officer

3. Date of Earliest Transaction (Month/Day/Year)
07/22/2025

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

Common Stock 07/22/2025 S 12,540 D $45.1905⁽¹⁾ 500 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

Restricted Stock Units $0.0000⁽²⁾ 02/15/2024⁽²⁾ 02/15/2026⁽²⁾ Common Stock 2,604 2,604 D

Restricted Stock Units $0.0000⁽³⁾ 03/15/2024⁽³⁾ 03/15/2026⁽³⁾ Common Stock 803 803 D

Restricted Stock Units $0.0000⁽⁴⁾ 03/15/2025⁽⁴⁾ 03/15/2027⁽⁴⁾ Common Stock 5,790 5,790 D

Restricted Stock Units $0.0000⁽⁵⁾ 06/01/2026⁽⁵⁾ 06/01/2026⁽⁵⁾ Common Stock 16,149 16,149 D

Restricted Stock Units $0.0000⁽⁶⁾ 03/15/2026⁽⁶⁾ 03/15/2028⁽⁶⁾ Common Stock 12,366 12,366 D

Restricted Stock Units ⁽⁷⁾ ⁽⁷⁾ ⁽⁷⁾ Common Stock 18,202 18,202 D

Restricted Stock Units ⁽⁸⁾ ⁽⁸⁾ ⁽⁸⁾ Common Stock 883 883 D

Explanation of Responses:

1. The price in Column 4 is a weighted average price. The prices actually received ranged from $45.1000 to $45.2250. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

2. On February 1, 2022, the reporting person was granted 7,810 restricted stock units, vesting in three equal installments on February 15, 2024, February 15, 2025, and February 15, 2026. Each restricted stock unit represents a right to receive one share of TFC common stock.

3. On February 22, 2022, the reporting person was granted 2,412 restricted stock units, vesting in three equal installments on March 15, 2024, March 15, 2025, and March 15, 2026. Each restricted stock unit represents a right to receive one share of TFC common stock.

4. On February 27, 2023, the reporting person was granted 8,686 restricted stock units, vesting in three equal installments on March 15, 2025, March 15, 2026, and March 15, 2027. Each restricted stock unit represents a right to receive one share of TFC common stock.

5. On June 1, 2023, the reporting person was granted 16,149 restricted stock units, which cliff vest on June 1, 2026. Each restricted stock unit represents a right to receive one share of TFC common stock.

6. On February 26, 2024, the reporting person was granted 12,366 restricted stock units, vesting in three equal installments on March 15, 2026, March 15, 2027, and March 15, 2028. Each restricted stock unit represents a right to receive one share of TFC common stock.

7. On February 24, 2025, the reporting person was granted 18,202 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.

8. On February 28, 2025, the reporting person was granted 883 restricted stock units, vesting in three equal installments on March 15, 2027, March 15, 2028, and March 15, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.

Carla Brenwald, Attorney-in-fact 07/24/2025

** 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.

Source:

FAQ

What did ERIE Director Jonathan Hirt Hagen report in the July 2025 Form 4?

He received 62.518 deferred share credits via dividend reinvestment on 22-Jul-2025; no shares were bought or sold.

How many Erie Indemnity Class A shares does Hagen now own directly?

He holds 223,130 Class A common shares directly after the reported transaction.

What are Directors鈥� Deferred Compensation Share Credits at ERIE?

They are bookkeeping entries that convert 1-for-1 into Class A shares when a director鈥檚 service ends; they have no expiration or exercise price.

Does the filing indicate any change in ERIE鈥檚 dual-class structure?

No. It merely restates Hagen鈥檚 sizable Class B holdings, which remain convertible to Class A at 2,400-to-1.

Is this Form 4 transaction material to ERIE investors?

Impact is negligible; the share-credit addition is routine and does not affect float, earnings, or control.

AG真人官方

[Form 4] Truist Financial Corporation Insider Trading Activity

Insights

FAQ

What did ERIE Director Jonathan Hirt Hagen report in the July 2025 Form 4?

How many Erie Indemnity Class A shares does Hagen now own directly?

What are Directors鈥� Deferred Compensation Share Credits at ERIE?

Does the filing indicate any change in ERIE鈥檚 dual-class structure?

Is this Form 4 transaction material to ERIE investors?

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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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	07/22/2025		S		12,540	D	$45.1905⁽¹⁾	500	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units	$0.0000⁽²⁾							02/15/2024⁽²⁾	02/15/2026⁽²⁾	Common Stock	2,604		2,604	D
Restricted Stock Units	$0.0000⁽³⁾							03/15/2024⁽³⁾	03/15/2026⁽³⁾	Common Stock	803		803	D
Restricted Stock Units	$0.0000⁽⁴⁾							03/15/2025⁽⁴⁾	03/15/2027⁽⁴⁾	Common Stock	5,790		5,790	D
Restricted Stock Units	$0.0000⁽⁵⁾							06/01/2026⁽⁵⁾	06/01/2026⁽⁵⁾	Common Stock	16,149		16,149	D
Restricted Stock Units	$0.0000⁽⁶⁾							03/15/2026⁽⁶⁾	03/15/2028⁽⁶⁾	Common Stock	12,366		12,366	D
Restricted Stock Units	⁽⁷⁾							⁽⁷⁾	⁽⁷⁾	Common Stock	18,202		18,202	D
Restricted Stock Units	⁽⁸⁾							⁽⁸⁾	⁽⁸⁾	Common Stock	883		883	D

	Carla Brenwald, Attorney-in-fact	07/24/2025
	** 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.

AG真人官方

Trending News

[Form 4] Truist Financial Corporation Insider Trading Activity

Insights

Equity Analyst neutral

Governance Specialist neutral

FAQ

What did ERIE Director Jonathan Hirt Hagen report in the July 2025 Form 4?

How many Erie Indemnity Class A shares does Hagen now own directly?

What are Directors鈥� Deferred Compensation Share Credits at ERIE?

Does the filing indicate any change in ERIE鈥檚 dual-class structure?

Is this Form 4 transaction material to ERIE investors?

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