Director Thomas B. Hagen filed a Form 4 with the SEC on November 2, 2026, reporting a transaction in Erie Indemnity Company Class A Common Stock that occurred on October 31, 2026, under the company's Outside Directors' Deferred Compensation Plan.

Key Highlights

  • Transaction: 65 Directors' Deferred Compensation Share Credits were acquired on October 31, 2026, at a price of $261.39 per share credit.
  • Post-transaction balance: Following the transaction, Hagen directly holds 14,778.986 Share Credits under the Directors' Deferred Compensation plan.
  • Indirect Class A holdings: The filing reports 6,658,800 Class A shares held indirectly through the Susan H. Hagen Non-Exempt Marital Irrevocable Trust, and 10,086,059 Class A shares through the Family L.P.
  • Estate shares: 12,230 Class A shares are reported indirectly through the Estate of Susan H. Hagen.
  • Share Credit nature: According to the filing, 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," with no exercisable or expiration dates.
  • Issuer: Erie Indemnity Company, traded as NASDAQ:ERIE.

Thomas B. Hagen's October 2026 Share Credit Award at Erie Indemnity

According to the filing, Thomas B. Hagen, a director of Erie Indemnity Company (NASDAQ:ERIE), received 65 Share Credits on October 31, 2026, under the company's Outside Directors' Deferred Compensation Plan. The transaction was coded "J" and the price per Share Credit was reported as $261.39. Following this transaction, Hagen directly holds 14,778.986 Share Credits in the deferred compensation plan. The filing notes there are no exercisable or expiration dates associated with these credits.

In addition to the directly held Share Credits, the filing discloses several indirect beneficial ownership positions. Hagen is reported as co-trustee of the Susan H. Hagen Non-Exempt Marital Irrevocable Trust, which holds 6,658,800 Class A shares and 12 Class B shares. The filing explains that these shares passed to the irrevocable trust upon the death of Susan Hirt Hagen on June 15, 2015, who was also a director of Erie Indemnity Company. An additional 12,230 Class A shares are held by her estate, for which Hagen is reported as co-executor. The filing states that Hagen "disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein."

The filing further discloses that 10,086,059 Class A shares are held indirectly through the Family L.P., identified as the Hagen FLP. The filing states Hagen is both a Limited Partner and the General Partner "with the sole powers of investment and voting," and similarly includes a disclaimer of beneficial ownership beyond his pecuniary interest. The filing was signed by Rebecca A. Buona under power of attorney on November 2, 2026.

What Was Disclosed

Director Thomas B. Hagen reported the acquisition of 65 Directors' Deferred Compensation Share Credits in Erie Indemnity Company Class A Common Stock at $261.39 each on October 31, 2026, along with existing indirect holdings through a trust, a family limited partnership, and an estate.