Erie Indemnity Co, Class A (ERIE)

Sector:
FINANCE
Industry:
INSURANCE
SIC:
INSURANCE AGENTS, BROKERS & SERVICE
CEO:
Timothy G. NeCastro
Employees:
5,500
100 ERIE INSURANCE PL, ERIE, PA 16530
8148702000

Erie Indemnity Co. engages in the business of insurance and operates as an attorney-in-fact. It perform certain services for the Erie Insurance Exchange relating to the sales, underwriting, and issuance of policies. It manages affairs at the Erie Insurance Exchange for the benefit of the policyholders. It covers policies in auto insurance, business insurance, home insurance, life insurance and retirement. and property and liability insurance. The company was founded Henry Orth Hirt and Ollie G. Crawford in April 4, 1925 and is headquartered in Erie, PA.

Data derived from most recent annual or quarterly report
Market Cap 8.845 Billion Shares Outstanding46.189 Million Avg 30-day Volume 129.876 Thousand
P/E Ratio43.418 Dividend Yield2.4074 EPS292.94
Price to Revenue5.0206 Debt to Equity0.0807 EBITDA333.101 Million
Price to Book Value10.719 Operating Margin13.3317 Enterprise Value11.735 Billion
Current Ratio1.167 EPS Growth-0.074 Quick Ratio1.083
1 Yr BETA 0.6866 52-week High/Low 262.62 / 167.91 Profit Margin11.5634
Operating Cash Flow Growth-6.0166 Altman Z-Score11.5836 Free Cash Flow to Firm 233.431 Million
View SEC Filings from ERIE instead.

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Funds Holding ERIE (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding ERIE BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

BORNEMAN J RALPH JR

  • Director
37,698 2021-10-31 9

LUCORE GEORGE R

  • Director
4,437 2021-10-31 9

CONNELL EUGENE C

  • Director
21,874 2021-10-31 9

HARTZ CHARLES SCOTT

  • Director
18,772 2021-10-31 9

FELTZ LORIANNE EXECUTIVE VICE PRESIDENT

  • Officer
7,001 2021-10-31 15

HAGEN JONATHAN HIRT

  • Director
240,411 2021-10-31 10

PALMER THOMAS W

  • Director
14,133 2021-10-31 9

COLAIZZO LOUIS F SVP

  • Officer
3,762 2021-10-31 5

HAGEN THOMAS B

  • Director
16,774,564 2021-10-31 11

VORSHECK ELIZABETH A

  • Director
  • 10% Owner
3,974,907 2021-10-31 9

GUTTING GREGORY J EVP & CFO

  • Officer
9,224 2021-10-31 10

SMITH DOUGLAS EDWARD EVP

  • Officer
5,116 2021-10-31 9

PELKOWSKI JULIE MARIE SVP, CONTROLLER

  • Officer
2,223 2021-10-31 14

DATESH LUANN

  • Director
3,122 2021-10-31 9

HUDSON BRIAN ARDEN SR.

  • Director
2,273 2021-10-31 9

CORRENTI SALVATORE

  • Director
1,760 2021-10-31 9

NECASTRO TIMOTHY G PRESIDENT & CEO

  • Officer
27,246 2021-10-20 5

INGRAM ROBERT C III EXECUTIVE VP & CIO

  • Officer
30,191 2021-10-20 7

CIPRIANI MARC SENIOR VICE PRESIDENT

  • Officer
20,796 2021-10-20 6

BOLASH BRIAN W. SVP,SECRETARY,GENERAL COUNSEL

  • Officer
1,985 2021-10-20 7

WALLACE OAKLEY DIONNE EVP

  • Officer
6,685 2021-07-31 13

SHEFFIELD MARTIN

  • Director
800 2020-12-29 1

LILLY CLAUDE C III

  • Director
No longer subject to file 2019-04-30 0

STOVER RICHARD L

  • Director
No longer subject to file 2018-04-23 0

WILBURN ROBERT C

  • Director
0 2017-04-25 0

PLAZONY MICHAEL A SENIOR VICE PRESIDENT

  • Officer
2,692 2017-01-03 0

CAVANAUGH TERRENCE W PRESIDENT

  • Officer
59,439 2016-12-06 0

KEARNS JOHN F

  • FORMER EVP
0 2016-09-02 0

BURNS PATRICK JOSEPH INTERIM EVP, SERVICES

  • Officer
257 2016-07-07 0

DUFALA GEORGE D EXECUTIVE VICE PRESIDENT

  • Officer
0 2016-06-30 0

HAGEN SUSAN HIRT

  • Director
6,658,800 2015-10-21 0

DALL MARCIA A EVP & CFO

  • Officer
6,648 2014-06-20 0

BURT RICHARD F JR SENIOR VICE PRESIDENT

  • Officer
3,036 2014-06-20 0

BRINLING JEFFREY W SENIOR VICE PRESIDENT

  • Officer
8,484 2014-04-01 0

ZIMMER CHRISTOPHER J SENIOR VICE PRESIDENT

  • Officer
6,491 2014-04-01 0

MYERS MATTHEW W SENIOR VICE PRESIDENT

  • Officer
2,790 2014-04-01 0

SILVER SHERRI A SENIOR VICE PRESIDENT

  • Officer
460 2014-04-01 0

MCNUTT ROBERT W VICE PRESIDENT & TREASURER

  • Officer
190 2014-04-01 0

BEILHARZ SCOTT W. VICE PRESIDENT

  • Officer
102 2014-04-01 0

MORRISON LUCIAN L

  • Director
0 2014-02-03 0

MARSH CHRISTINA M SENIOR VICE PRESIDENT

  • Officer
770 2014-02-03 0

PETERMAN RANDALL T SENIOR VICE PRESIDENT

  • Officer
716 2014-02-03 0

ISHWAR JAYASHREE SENIOR VICE PRESIDENT

  • Officer
6 2014-02-03 0

VESHECCO GARY D SENIOR VICE PRESIDENT

  • Officer
320 2013-09-18 0

MCLAUGHLIN SEAN J EVP, SECY & GENERAL COUNSEL

  • Officer
0 2013-08-26 0

EASTWOOD BRADLEY C SENIOR VP & CHIEF ACTUARY

  • Officer
250 2013-08-09 0

TANOUS JAMES J EXEC VP,SECY & GENERAL COUNSEL

  • Officer
11,628 2013-05-01 0

FECHNER RUBEN F III SENIOR VICE PRESIDENT

  • Officer
0 2013-04-01 0

FERRIE CHERYL A SENIOR VICE PRESIDENT

  • Officer
2,289 2013-03-12 0

KENNEDY KEITH EDWARD SENIOR VICE PRESIDENT

  • Officer
0 2013-02-07 0

MILLER ERIC A

  • FORMER SENIOR VICE PRESIDENT
0 2013-01-28 0

ZAPRAZNY ANN H SENIOR VICE PRESIDENT

  • Officer
200 2012-12-28 0

ZAVASKY MICHAEL S EXECUTIVE VICE PRESIDENT

  • Officer
501 2012-09-14 0

ROOT ERIC D

  • FORMER SENIOR VICE PRESIDENT
8,251 2012-08-01 0

PATUN JOHN R VICE PRESIDENT

  • Officer
122 2012-07-02 0

POSTEMA BRADLEY G SENIOR VICE PRESIDENT & CIO

  • Officer
100 2012-03-27 0

ZIEGLER DOUGLAS F SENIOR VP, TREASURER & CIO

  • Officer
36,497 2011-07-21 0

MAHER TIMOTHY G SENIOR VICE PRESIDENT

  • Officer
1,302 2011-07-21 0

CORBIN GARRISON PATRICIA

  • FORMER DIRECTOR
No longer subject to file 2009-10-21 0

HAMMAN TERRY L REGIONAL VICE PRESIDENT

  • Officer
3,204 2009-06-16 0

GARCIA PHILIP A EXECUTIVE VP & CFO

  • Officer
26,525 2009-01-23 0

RECH PATRICIA A SENIOR VICE PRESIDENT

  • Officer
6,291 2008-11-03 0

MARTI KEVIN A EXECUTIVE VICE PRESIDENT-EFL

  • Officer
998 2008-10-01 0

KRAHE MICHAEL J EXECUTIVE VICE PRESIDENT

  • Officer
2,880 2008-07-01 0

BRINLING JOHN J JR INTERIM PRESIDENT & CEO

  • Officer
28,940 2008-05-23 0

AHLMANN KAJ

  • Director
575 2008-04-22 0

BAILY JOHN THOMAS

  • Director
2,244 2008-04-22 0

MORGAN THOMAS B EXECUTIVE VICE PRESIDENT

  • Officer
10,058 2008-01-24 0

LUDROF JEFFREY A

  • FORMER OFFICER
No longer subject to file 2008-01-24 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

SMITH DOUGLAS EDWARD - Officer EVP

2021-11-02 11:16:16 -0400 2021-10-31 J 1 $205.81 a 5,116 direct 0.3718 6.3353 7.3661 5 0.0 1

FELTZ LORIANNE - Officer EXECUTIVE VICE PRESIDENT

2021-11-02 10:42:02 -0400 2021-10-31 J 2 $205.81 a 4,887 direct 0.3718 6.3353 7.3661 5 0.0 1

HUDSON BRIAN ARDEN SR. - Director

2021-11-01 15:37:29 -0400 2021-10-31 J 71 $205.81 a 1,978 direct

HAGEN JONATHAN HIRT - Director

2021-11-01 14:45:27 -0400 2021-10-31 J 71 $205.81 a 14,540 direct

VORSHECK ELIZABETH A - Director - > 10% Owner

2021-11-01 13:59:08 -0400 2021-10-31 A 71 a 12,206 direct

PELKOWSKI JULIE MARIE - Officer SVP, CONTROLLER

2021-11-02 11:04:44 -0400 2021-10-31 J 2 $205.81 a 558 direct 0.3718 6.3353 7.3661 5 0.0 1

PALMER THOMAS W - Director

2021-11-01 17:24:33 -0400 2021-10-31 J 71 $205.81 a 13,363 direct

HARTZ CHARLES SCOTT - Director

2021-11-01 15:30:50 -0400 2021-10-31 J 71 $205.81 a 16,674 direct

DATESH LUANN - Director

2021-11-01 14:38:33 -0400 2021-10-31 J 71 $205.81 a 2,712 direct

CONNELL EUGENE C - Director

2021-11-01 13:39:12 -0400 2021-10-31 J 71 $205.81 a 1,978 direct

GUTTING GREGORY J - Officer EVP & CFO

2021-11-02 10:54:39 -0400 2021-10-31 J 1 $205.81 a 287 direct 0.3718 6.3353 7.3661 5 0.0 1

LUCORE GEORGE R - Director

2021-11-01 17:07:18 -0400 2021-10-31 J 71 $205.81 a 2,712 direct

HAGEN THOMAS B - Director

2021-11-01 15:04:52 -0400 2021-10-31 J 71 $205.81 a 12,206 direct

CORRENTI SALVATORE - Director

2021-11-01 14:28:13 -0400 2021-10-31 J 71 $205.81 a 1,440 direct

BORNEMAN J RALPH JR - Director

2021-11-01 13:24:02 -0400 2021-10-31 J 71 $205.81 a 17,698 direct

BORNEMAN J RALPH JR - Director

2021-10-21 12:19:12 -0400 2021-10-20 J 92 $198.71 a 17,627 direct

PELKOWSKI JULIE MARIE - Officer SVP, CONTROLLER

2021-10-22 14:10:53 -0400 2021-10-20 J 9 $198.71 a 1,665 direct

GUTTING GREGORY J - Officer EVP & CFO

2021-10-22 13:32:15 -0400 2021-10-20 J 26 $198.71 a 4,983 direct

BOLASH BRIAN W. - Officer SVP,SECRETARY,GENERAL COUNSEL

2021-10-22 10:28:16 -0400 2021-10-20 J 8 $198.71 a 1,540 direct

HUDSON BRIAN ARDEN SR. - Director

2021-10-21 16:02:07 -0400 2021-10-20 J 11 $198.71 a 1,906 direct

HAGEN JONATHAN HIRT - Director

2021-10-21 14:01:44 -0400 2021-10-20 J 76 $198.71 a 14,469 direct

CORRENTI SALVATORE - Director

2021-10-21 12:51:09 -0400 2021-10-20 J 8 $198.71 a 1,369 direct

NECASTRO TIMOTHY G - Officer PRESIDENT & CEO

2021-10-22 14:04:39 -0400 2021-10-20 J 62 $198.71 a 11,907 direct

FELTZ LORIANNE - Officer EXECUTIVE VICE PRESIDENT

2021-10-22 13:17:38 -0400 2021-10-20 J 11 $198.71 a 2,114 direct

PALMER THOMAS W - Director

2021-10-21 16:11:39 -0400 2021-10-20 J 70 $198.71 a 13,292 direct

HARTZ CHARLES SCOTT - Director

2021-10-21 15:46:45 -0400 2021-10-20 J 87 $198.71 a 16,603 direct

VORSHECK ELIZABETH A - Director - > 10% Owner

2021-10-21 13:47:28 -0400 2021-10-20 A 64 a 12,134 direct

CONNELL EUGENE C - Director

2021-10-21 12:41:20 -0400 2021-10-20 J 11 $198.71 a 1,906 direct

INGRAM ROBERT C III - Officer EXECUTIVE VP & CIO

2021-10-22 13:52:38 -0400 2021-10-20 J 81 $198.71 a 15,687 direct

CIPRIANI MARC - Officer SENIOR VICE PRESIDENT

2021-10-22 10:42:08 -0400 2021-10-20 J 11 $198.71 a 2,049 direct

LUCORE GEORGE R - Director

2021-10-21 16:06:50 -0400 2021-10-20 J 15 $198.71 a 2,641 direct

HAGEN THOMAS B - Director

2021-10-21 14:09:46 -0400 2021-10-20 J 64 $198.71 a 12,134 direct

DATESH LUANN - Director

2021-10-21 13:13:53 -0400 2021-10-20 J 15 $198.71 a 2,641 direct

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 17:45:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 17:15:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 16:45:04 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 16:15:04 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 15:45:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 15:15:04 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 14:45:04 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 14:15:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 13:45:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 13:15:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-07 12:45:04 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-06 22:15:04 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-06 21:45:02 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-06 21:15:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-06 20:45:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-06 20:15:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-06 19:45:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-06 19:15:03 UTC -0.18 0.25 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-06 18:45:03 UTC -0.1891 0.2591 200000
ERIE INDEMNITY COMPANY-CL A ERIE 2021-12-06 18:15:03 UTC -0.1891 0.2591 200000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
AGF Investments Trust- AGFIQ U.S. Market Neutral Value Fund ERIE -15.0 shares, $-3154.2 2020-09-30 N-PORT
GMO TRUST- GMO Implementation Fund ERIE -4700.0 shares, $-832323.0 2021-08-31 N-PORT
GMO TRUST- GMO Benchmark-Free Fund ERIE -2200.0 shares, $-389598.0 2021-08-31 N-PORT
GMO TRUST- GMO Strategic Opportunities Allocation Fund ERIE -300.0 shares, $-53127.0 2021-08-31 N-PORT
GMO TRUST- GMO Alternative Allocation Fund ERIE -300.0 shares, $-53127.0 2021-08-31 N-PORT
Principal Funds, Inc- Global Multi-Strategy Fund ERIE 679.0 shares, $-120244.11 2021-08-31 N-PORT
AdvisorShares Trust- AdvisorShares Dorsey Wright Short ETF ERIE -1468.0 shares, $-261920.56 2021-09-30 N-PORT
AQR Funds- AQR Alternative Risk Premia Fund ERIE -394.0 shares, $-70297.48 2021-09-30 N-PORT
AQR Funds- AQR Multi-Asset Fund ERIE -50.0 shares, $-8921.0 2021-09-30 N-PORT
Federated Hermes Adviser Series- Federated Hermes MDT Market Neutral Fund ERIE -1386.0 shares, $-247290.12 2021-09-30 N-PORT
VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND ERIE -3084.0 shares, $-550247.28 2021-09-30 N-PORT
GLENMEDE FUND INC- Quantitative U.S. Long/Short Equity Portfolio ERIE -3480.0 shares, $-716218.8 2021-10-31 N-PORT
GLENMEDE FUND INC- Quantitative U.S. Total Market Equity Portfolio ERIE -720.0 shares, $-148183.2 2021-10-31 N-PORT

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