Jonathan Hirt Hagen - 23 Jul 2024 Form 4 Insider Report for ERIE INDEMNITY CO (ERIE)

Role
Director
Signature
Rebecca A. Buona, Power of Attorney
Issuer symbol
ERIE
Transactions as of
23 Jul 2024
Net transactions value
+$20,789
Form type
4
Filing time
24 Jul 2024, 12:39:10 UTC
Previous filing
24 Apr 2024
Next filing
01 Aug 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding ERIE Class A Common Stock 223,130 23 Jul 2024 Direct
holding ERIE Class A Common Stock 200 23 Jul 2024 By Daughter F1
holding ERIE Class A Common Stock 200 23 Jul 2024 By Son F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

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 Other $20,789 +54 +0.33% $388.20 16,189 23 Jul 2024 Class A Common Stock 54 $0.000000 Direct F3, F4, F5
holding ERIE Class B Common Stock 1 23 Jul 2024 Class A Common Stock 2,400 $0.000000 Direct F2
holding ERIE Class B Common Stock 585 23 Jul 2024 Class A Common Stock 1,404,000 $0.000000 Contingent Beneficiary & Co-Trustee, Trust F2
holding ERIE Class B Common Stock 585 23 Jul 2024 Class A Common Stock 1,404,000 $0.000000 Contingent Beneficiary & Co-Trustee, Trust F2
holding ERIE Class B Common Stock 1,170 23 Jul 2024 Class A Common Stock 2,808,000 $0.000000 Primary Beneficiary & Co-Trustee, Trust F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Held by family member. The Reporting Person disclaims beneficial ownership of these reported securities and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purposes of Section 16 or for any other purpose.
F2 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.
F3 Conversion price is not applicable to shares granted under the Outside Directors' Deferred Compensation Plan.
F4 Acquired under dividend reinvestment for Directors' Deferred Compensation Plan.
F5 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.