Thomas B. Hagen - 21 Jan 2026 Form 4 Insider Report for ERIE INDEMNITY CO (ERIE)

Role
Director
Signature
Rebecca A. Buona, Power of Attorney
Issuer symbol
ERIE
Transactions as of
21 Jan 2026
Net transactions value
+$20,919
Form type
4
Filing time
22 Jan 2026, 15:12:09 UTC
Previous filing
03 Nov 2025
Next filing
02 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Hagen Thomas B Director 230 WEST 6TH STREET, ERIE Rebecca A. Buona, Power of Attorney 22 Jan 2026 0001396809

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding ERIE Class A Common Stock 5,100 21 Jan 2026 Direct
holding ERIE Class A Common Stock 6,658,800 21 Jan 2026 Susan H. Hagen Non-Exempt Marital Irrev Trust F1
holding ERIE Class A Common Stock 10,086,059 21 Jan 2026 Family L.P. F2
holding ERIE Class A Common Stock 12,230 21 Jan 2026 Estate of Susan H. Hagen 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 $20,919 +75 +0.53% $279.90 14,299 21 Jan 2026 Class A Common Stock 75 $0.000000 Direct F3, F4, F5
holding ERIE Class B Common Stock 12 21 Jan 2026 Class A Common Stock 28,800 $0.000000 Susan Hagen Non-Exempt Marital Irrev F1, F6
holding ERIE Class B Common Stock 4 21 Jan 2026 Class A Common Stock 9,600 $0.000000 Direct F6
holding ERIE Class B Common Stock 173 21 Jan 2026 Class A Common Stock 415,200 $0.000000 Family L.P. F2, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 These shares were owned by Erie Indemnity Company director and reporting person, Susan Hirt Hagen who died 6/15/15. By operation of law, her 6,658,800 Class A shares and 12 Class B shares held in a revocable trust passed to an irrevocable trust of which this reporting person became co-trustee, sharing voting and investment powers. The 12,230 Class A shares from Mrs. Hagen's Directors' Deferred Compensation Plan account were subsequently transferred by the Company to her estate for which this reporting person is co-executor, sharing voting and investment powers. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or any other purpose.
F2 These shares are held by the Hagen FLP of which the reporting person is a Limited Partner and the General Partner with the sole powers of investment and voting. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or any other purpose.
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.
F6 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.