Director Charles Scott Hartz filed a Form 4 with the SEC on November 2, 2026, disclosing the crediting of 65 Directors' Deferred Compensation Share Credits in Erie Indemnity Company Class A Common Stock on October 31, 2026, under the company's Outside Directors' Deferred Compensation Plan.

Key Highlights

  • Reporting person: Charles Scott Hartz, Director at Erie Indemnity Company, listed at The Hartz Group, Two Bala Plaza, Suite 300, Bala Cynwyd, Pennsylvania.
  • Transaction date: October 31, 2026, with the filing signed November 2, 2026.
  • Credits acquired: 65 Directors' Deferred Compensation Share Credits, each tied to one share of Class A Common Stock, at a price of $261.39 per credit.
  • Resulting derivative holdings: 19,689.006 Share Credits beneficially owned directly following the transaction.
  • Indirect holdings: 1,097.427 shares of Class A Common Stock held indirectly by the C. Scott Hartz 2005 Delaware Trust, with no transaction reported on those shares in this filing.
  • No exercisable or expiration dates: According to the filing, there are no exercisable or expiration dates associated with the Share Credits.

Erie Indemnity Director Hartz Credited Under Outside Directors' Deferred Compensation Plan

According to the filing, 65 Share Credits were credited to Charles Scott Hartz's account on October 31, 2026, under Erie Indemnity Company's Outside Directors' Stock Plan. The transaction was coded "J," indicating acquisition under the Directors' Deferred Compensation Plan. The price associated with each Share Credit is reported as $261.39, and the conversion price is described as "not applicable to shares granted under the Outside Directors' Deferred Compensation Plan."

The filing explains that 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." Following this crediting, the filing reports that Hartz directly holds 19,689.006 Share Credits in total. In addition, the filing discloses indirect beneficial ownership of 1,097.427 shares of Class A Common Stock held through the C. Scott Hartz 2005 Delaware Trust, though no transaction involving those shares was reported in this filing.

The Form 4 was filed for Erie Indemnity Company, trading on NASDAQ:ERIE. The filing was signed by Rebecca A. Buona under power of attorney on November 2, 2026, and Hartz is identified solely as a Director, with no officer title indicated.

What Was Disclosed

Charles Scott Hartz, a Director of Erie Indemnity Company, reported the acquisition of 65 deferred compensation Share Credits at $261.39 each on October 31, 2026, bringing his total direct Share Credit holdings to 19,689.006, with 1,097.427 shares held indirectly through a Delaware trust.