A Form 4 filed on September 1, 2026, discloses that Sarah Shine, Executive Vice President of Erie Indemnity Co (NASDAQ:ERIE), acquired Class A Common Stock on August 31, 2026, through a participant-directed transaction under the company's 401(k) Plan.

Key Highlights

  • Reporting person: Sarah Shine, Executive Vice President of Erie Indemnity Co
  • Transaction date: August 31, 2026, coded as a "J" transaction under the company's 401(k) Plan
  • Shares acquired: 4.107 shares of Class A Common Stock at a price of $255.56 per share
  • Beneficial ownership following transaction: 572.68 shares of Class A Common Stock held directly
  • Derivative securities: 2,712.05 Share Credits under the Erie Indemnity Company Incentive Compensation Deferral Plan, held directly
  • Filing signed by: Rebecca A. Buona, Power of Attorney, on September 1, 2026

Details of Sarah Shine's Reported Transactions at Erie Indemnity

According to the filing, Sarah Shine acquired 4.107 shares of Erie Indemnity Co Class A Common Stock on August 31, 2026, at a price of $255.56 per share. The transaction is coded "J" and is described in the filing as a "participant directed transaction under 401(k) Plan." Following this transaction, the filing reports that Shine directly holds 572.68 shares of Class A Common Stock.

The filing also discloses Shine's position in derivative securities. Specifically, the filing reports 2,712.05 Share Credits under the Erie Indemnity Company Incentive Compensation Deferral Plan, held directly. The filing explains that 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 retires or otherwise separates from service with the Company." The filing further notes that conversion price is not applicable to shares granted under this plan and that "there are no exercisable or expiration dates for these securities."

The filing states that Share Credits are "periodically credited to the accounts of a select group of management and highly compensated employees of Erie Indemnity Company pursuant to its Incentive Compensation Deferral Plan." The form was filed as an individual filing by one reporting person and was signed by Rebecca A. Buona as Power of Attorney on September 1, 2026.

What Was Disclosed

The filing reports a 401(k)-directed acquisition of 4.107 Class A Common Stock shares by Erie Indemnity EVP Sarah Shine on August 31, 2026, at $255.56 per share, bringing her direct holdings to 572.68 shares, alongside 2,712.05 Incentive Compensation Deferral Plan Share Credits.