ERIE INDEMNITY CO

ERIE · Insurance Agents, Brokers & Service · EDGAR filings ↗

Net buyback after stock comp: $20M (gross $20M)

Reference price $211.00 — last insider purchase, 2026-06-02 (estimated from the dated SEC Form 4 price — not a live quote)

Grade

B80

Erie Indemnity — fee-based insurance-management company with high returns.

Strengths

ROE 24.5% (67th pct), ROA (87th); capital-light management fee
Recurring, low-risk attorney-in-fact model

Risks

Dependence on Erie Insurance Exchange growth
Limited diversification

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Insider buyingInsider buying — 3 open-market buy(s) by 1 insider(s) (~$1M, last 6mo) Form 4 ↗

Quarterly revenue

2025-06-30 · $1.1B2025-09-30 · $1.1B2025-12-31 · $951M2026-03-31 · $1.0B

Last 4 quarters · from SEC filings.

Key metrics

Operating margin

17.6%

Net margin

13.8%

Return on equity

24.5%

Return on assets

16.7%

Revenue growth (QoQ)

6.4%

Net-income growth

-6.8%

Current ratio

1.3×

EBITDA

$787M

Tangible book value

$2.3B

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-02	Vorsheck Elizabeth A	Buy	2.0K	$211.00
2026-06-02	Vorsheck Elizabeth A	Buy	1.0K	$211.50
2026-06-02	Vorsheck Elizabeth A	Buy	4.0K	$200.00
2026-05-31	Smith Douglas Edward	Other	1	$213.07
2026-05-31	Shine Sarah	Other	6	$213.07
2026-05-31	Pelkowski Julie Marie	Other	1	$213.07
2026-05-31	DaBreo Anthony	Other	2	$213.07
2026-05-31	Cook Cody	Other	6	$213.07
2026-05-08	DaBreo Anthony	Sell	465	$217.10
2026-04-30	Smith Douglas Edward	Other	4	$218.93
2026-04-30	Shine Sarah	Other	9	$218.93
2026-04-30	Pelkowski Julie Marie	Other	8	$218.93
2026-04-30	DaBreo Anthony	Other	10	$218.93
2026-04-30	Cook Cody	Other	9	$218.93
2026-03-31	Smith Douglas Edward	Other	1	$251.31
2026-03-31	Shine Sarah	Other	6	$251.31
2026-03-31	Pelkowski Julie Marie	Other	3	$251.31
2026-03-31	DaBreo Anthony	Other	3	$251.31
2026-03-31	Cook Cody	Other	6	$251.31
2026-03-18	NECASTRO TIMOTHY G	Gift	2.0K	—
2026-02-28	Smith Douglas Edward	Other	1	$269.44
2026-02-28	Shine Sarah	Other	5	$269.44
2026-02-28	Pelkowski Julie Marie	Other	2	$269.44
2026-02-28	DaBreo Anthony	Other	3	$269.44
2026-02-28	Cook Cody	Other	5	$269.44
2026-01-31	Smith Douglas Edward	Other	3	$283.01
2026-01-31	Shine Sarah	Other	7	$283.01
2026-01-31	Pelkowski Julie Marie	Other	5	$283.01
2026-01-31	DaBreo Anthony	Other	6	$283.01
2026-01-31	Cook Cody	Other	7	$283.01
2026-01-30	DaBreo Anthony	Grant	500	$280.87
2025-12-31	Smith Douglas Edward	Other	2	$286.65
2025-12-31	Shine Sarah	Other	12	$286.65
2025-12-31	Pelkowski Julie Marie	Other	6	$286.65
2025-12-31	DaBreo Anthony	Other	4	$286.65
2025-12-31	Cook Cody	Other	1	$286.65
2025-12-23	NECASTRO TIMOTHY G	Gift	3.5K	—
2025-11-30	Cook Cody	Other	4	$295.49
2025-10-31	Smith Douglas Edward	Other	3	$292.64
2025-10-31	Shine Sarah	Other	3	$292.64
2025-10-31	Pelkowski Julie Marie	Other	6	$292.64
2025-10-31	DaBreo Anthony	Other	6	$292.64
2025-10-31	Cook Cody	Other	7	$292.64
2025-09-30	Shine Sarah	Other	5	$318.16
2025-09-30	DaBreo Anthony	Other	3	$318.16
2025-09-30	Cook Cody	Other	5	$318.16
2025-08-31	Cook Cody	Other	3	$354.38
2025-08-31	Shine Sarah	Other	3	$354.38
2025-08-31	DaBreo Anthony	Other	1	$354.38
2025-07-31	Smith Douglas Edward	Other	1	$356.24
2025-07-31	Shine Sarah	Other	6	$356.24
2025-07-31	Pelkowski Julie Marie	Other	3	$356.24
2025-07-31	DaBreo Anthony	Other	5	$356.24
2025-07-31	Cook Cody	Other	7	$356.24
2025-06-30	Cook Cody	Other	4	$346.79
2025-06-30	Shine Sarah	Other	4	$346.79
2025-06-30	DaBreo Anthony	Other	2	$346.79
2025-06-30	Smith Douglas Edward	Other	1	$346.79
2025-05-31	Cook Cody	Other	3	$358.51
2025-05-31	Shine Sarah	Other	3	$358.51
2025-05-31	DaBreo Anthony	Other	1	$358.51
2025-05-31	Pelkowski Julie Marie	Other	1	$358.51
2025-05-31	Smith Douglas Edward	Other	1	$358.51
2025-04-30	Smith Douglas Edward	Other	3	$358.62
2025-04-30	Shine Sarah	Other	5	$358.62
2025-04-30	Pelkowski Julie Marie	Other	5	$358.62
2025-04-30	DaBreo Anthony	Other	6	$358.62
2025-04-30	Cook Cody	Other	6	$358.62
2025-03-31	Smith Douglas Edward	Other	1	$419.05
2025-03-31	Shine Sarah	Other	3	$419.05
2025-03-31	Pelkowski Julie Marie	Other	1	$419.05
2025-03-31	DaBreo Anthony	Other	2	$419.05
2025-03-31	Cook Cody	Other	3	$419.05
2025-02-28	Smith Douglas Edward	Other	0	$428.07
2025-02-28	Shine Sarah	Other	2	$428.07
2025-02-28	Pelkowski Julie Marie	Other	0	$428.07
2025-02-28	DaBreo Anthony	Other	0	$428.07
2025-02-28	Cook Cody	Other	3	$428.07
2025-01-31	Smith Douglas Edward	Other	2	$402.95
2025-01-31	Shine Sarah	Other	4	$402.95
2025-01-31	Pelkowski Julie Marie	Other	4	$402.95
2025-01-31	DaBreo Anthony	Other	5	$402.95
2025-01-31	Cook Cody	Other	5	$402.95
2024-12-31	Smith Douglas Edward	Other	2	$412.23
2024-12-31	Pelkowski Julie Marie	Other	5	$412.23
2024-12-31	DaBreo Anthony	Other	4	$412.23

All non-derivative Form 4 activity (SEC), newest first.

Supply chain

Customers (1)

Erie Insurance Exchange

Suppliers (0)

Named in the 10-K; linked when we track them.

Notable events (8-K)

Date	Items
2026-05-21	Exec/director change	filing ↗
2026-04-23	ResultsShareholder voteOtherExhibits	filing ↗
2026-02-23	ResultsOtherExhibits	filing ↗
2026-02-20	Exec/director changeOtherExhibits	filing ↗
2025-12-11	OtherExhibits	filing ↗
2025-10-30	Results5.05Exhibits	filing ↗
2025-08-07	ResultsOtherExhibits	filing ↗
2025-07-07	Reg FD	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-05-21	2026-05-21	0001628280-26-037267 ↗
8-K	2026-04-23	2026-04-21	0001628280-26-026857 ↗
10-Q	2026-04-23	2026-03-31	0001628280-26-026866 ↗
8-K	2026-02-23	2026-02-19	0001628280-26-010640 ↗
10-K	2026-02-23	2025-12-31	0001628280-26-010666 ↗
8-K	2026-02-20	2026-02-20	0001628280-26-010105 ↗
8-K	2025-12-11	2025-12-09	0001628280-25-056532 ↗
8-K	2025-10-30	2025-10-28	0001628280-25-047550 ↗
10-Q	2025-10-30	2025-09-30	0001628280-25-047555 ↗
10-Q	2025-08-07	2025-06-30	0001628280-25-038926 ↗
8-K	2025-08-07	2025-08-07	0001628280-25-038916 ↗
8-K	2025-07-07	2025-07-07	0000922621-25-000025 ↗