{"schema_version":"secwatch.filing_event.v1","accession":"0000922621-23-000021","form_type":"8-K","ticker":"ERIE","cik":"0000922621","company_name":"ERIE INDEMNITY CO","filed_at":"2023-10-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.420395+00:00","generated_at":"2026-06-09T09:29:51.656414+00:00","sec_items":["2.02","5.02","5.05","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Erie Indemnity Q3 net income $131M ($2.51 EPS) up 55%; dividend raised to $1.19","bullets":["Net income $131.0M ($2.51 diluted EPS) in Q3 2023, up 55% from $84.3M ($1.61) in Q3 2022.","Operating income before taxes increased 39.4% to $148.5M; management fee revenue up 17.7% to $649.0M.","Dividend declared $1.19 per Class A share, up 7.2% from $1.11 in Q3 2022.","EVP of Claims & Customer Service Lorianne Feltz to retire May 30, 2024; company begins successor search."],"urls":{"canonical":"https://secwatch.observer/filing/0000922621-23-000021","json":"https://secwatch.observer/filing/0000922621-23-000021.json","markdown":"https://secwatch.observer/filing/0000922621-23-000021.md","text":"https://secwatch.observer/filing/0000922621-23-000021.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/922621/000092262123000021/0000922621-23-000021-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/922621/000092262123000021/erie-20231024.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T09:29:51.656414+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"997fa155bbc41283c6f027ccb083a9fd23c07957","claim":"ERIE INDEMNITY CO reported the quarter and nine months ended September 30, 2023 results: net income Net income was $131.0 million, or $2.51 per diluted share, in the third quarter of 2023, compared to $84.3 million, or $.","evidence_excerpt":"On October 26, 2023, Erie Indemnity Company (the “Company”) issued a press release announcing financial results for the quarter and nine months ended September 30, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/922621/000092262123000021/0000922621-23-000021-index.htm","confidence":0.98,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter and nine months ended September 30, 2023"},{"label":"Net income","value":"Net income was $131.0 million, or $2.51 per diluted share, in the third quarter of 2023, compared to $84.3 million, or $"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"603315117b","claim":"Lorianne Feltz departed as Executive Vice President of Claims & Customer Service at ERIE INDEMNITY CO.","evidence_excerpt":"On October 24, 2023, Lorianne Feltz informed the Company of her intention to retire as Executive Vice President of Claims & Customer Service on May 30, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/922621/000092262123000021/0000922621-23-000021-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"Executive Vice President of Claims & Customer Service"}],"fact_type":"executive_change"},{"claim_id":"9b28e2db7690f70f1a3989c270e39aa6d2f7d751","claim":"ERIE INDEMNITY CO: Board approved a revised Code of Conduct effective November 1, 2023, updating the existing code effective January 1, 2016 (effective 2023-11-01).","evidence_excerpt":"On October 24, 2023, the Board of Directors approved a revised Code of Conduct applicable to all directors, officers and employees of the Company. The revisions update the Company's existing Code of Conduct that was effective January 1, 2016. The effective date for the revised Code of Conduct is November 1, 2023.","evidence_source":"SEC 8-K Item 5.03/5.05/5.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/922621/000092262123000021/0000922621-23-000021-index.htm","confidence":0.9,"family_label":"Governance Changes","details":[{"label":"Change","value":"code of ethics"},{"label":"Effective","value":"2023-11-01"}],"fact_type":"governance_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}