Shine Sarah 4
4 · ERIE INDEMNITY CO · Filed Apr 1, 2026
Research Summary
AI-generated summary of this filing
ERIE EVP Sarah Shine Receives Deferred Share Credits
What Happened Sarah Shine, Executive Vice President of ERIE Indemnity Company (ERIE), was credited with 5.518 Share Credits on 2026-03-31 at an attributable value of $251.31 per share, totaling approximately $1,387. The transaction is reported as an "other acquisition or disposition" (code J) — these are deferred Share Credits, not immediately tradable company stock.
Key Details
- Transaction date: 2026-03-31; Filed: 2026-04-01 (timely filing).
- Price/value: $251.31 per share; total value ≈ $1,387.
- Shares credited: 5.518 Share Credits acquired.
- Shares owned after transaction: Not specified in the filing.
- Footnotes: F1 = participant-directed transaction under a 401(k) plan; F2 = conversion price not applicable to shares under the Incentive Compensation Deferral Plan; F3 = Share Credits represent the right to receive an equivalent number of Class A shares upon retirement or separation and have no exercise or expiration dates.
- Transaction code: J (other acquisition/disposition) — reflects a plan/company credit rather than an open-market purchase.
Context These Share Credits are deferred compensation entries under ERIE’s Incentive Compensation Deferral Plan and/or participant-directed 401(k) activity. They do not represent immediately tradeable shares; the right to receive actual shares vests/settles upon the executive’s retirement or separation from service. Such credits are routine plan activity and do not necessarily indicate a change in insider sentiment.
Insider Transaction Report
- Other
Class A Common Stock
[F1]2026-03-31$251.31/sh+5.518$1,387→ 538.342 total
- 2,678.365
Incentive Compensation Deferral Plan Share Credits
[F2][F3]→ Class A Common Stock (2,678.365 underlying)
Footnotes (3)
- [F1]Participant directed transaction under 401(k) Plan.
- [F2]Conversion price is not applicable to shares granted under the Erie Indemnity Company Incentive Compensation Deferral Plan.
- [F3]The shares subject to this reporting are Share Credits which are periodically credited to the accounts of a select group of management and highly compensated employees of Erie Indemnity Company pursuant to its Incentive Compensation Deferral 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 retires or otherwise separates from service with the Company. There are no exercisable or expiration dates for these securities.