| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | ERIE | Class A Common Stock | 69,716 | Apr 22, 2024 | Direct | ||||||
| holding | ERIE | Class A Common Stock | 324,300 | Apr 22, 2024 | By Audrey C. Hirt 1989/1990 Income Trust For E. Vorsheck | ||||||
| holding | ERIE | Class A Common Stock | 193,679 | Apr 22, 2024 | By Elizabeth Vorsheck Trustee Elizabeth Vorsheck Revocable Trust U/A DTD 05/03/99 | ||||||
| holding | ERIE | Class A Common Stock | 372,565 | Apr 22, 2024 | By Frank William Hirt 1989/1990 Trust For E. Vorsheck | ||||||
| holding | ERIE | Class A Common Stock | 686 | Apr 22, 2024 | Elizabeth Vorsheck Trustee for the Elizabeth Vorsheck Revocable Trust 5/3/99 | ||||||
| holding | ERIE | Class A Common Stock | 3,000,000 | Apr 22, 2024 | VEIC Limited Partnership |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | ERIE | Directors' Deferred Compensation Share Credits | +Grant/Award | $0 | +74 | +0.55% | $0.00 | 13,637 | Apr 22, 2024 | Class A Common Stock | 74 | $0.00 | Direct | F2, F3 |
| holding | ERIE | Class B Common Stock | 1,170 | Apr 22, 2024 | Class A Common Stock | 2,808,000 | $0.00 | Contingent Beneficiary & Co-Trustee, Trust | F1 | |||||
| holding | ERIE | Class B Common Stock | 585 | Apr 22, 2024 | Class A Common Stock | 1,404,000 | $0.00 | Contingent Beneficiary & Co-Trustee, Trust | F1 | |||||
| holding | ERIE | Class B Common Stock | 585 | Apr 22, 2024 | Class A Common Stock | 1,404,000 | $0.00 | Primary Beneficiary & Co-Trustee, Trust | F1 |
| Id | Content |
|---|---|
| F1 | Pursuant to the Articles of Incorporation of the Company, as amended, shares of Class B Common Stock (voting) of Erie Indemnity Company are convertible at any time to shares of Class A Common Stock (non-voting) at a conversion rate of 2,400 shares of Class A Stock for each share of Class B Stock. There are no exercise or expiration dates associated with this conversion feature and no specific exercise price when a Class B share is converted into Class A shares. |
| F2 | Conversion price is not applicable to shares granted under the Erie Indemnity Company Deferred Compensation Plan for Outside Directors (the "Plan"). |
| F3 | 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. |