Hagen Thomas B recently filed a report with the SEC detailing significant changes in his stock ownership in Erie Indemnity Co. This filing, dated November 2, 2026, is noteworthy as it reflects the ongoing adjustments in ownership related to the estate of Susan Hirt Hagen, a former director of the company who passed away in 2015.

Erie Indemnity Co. operates in the insurance agents, brokers, and services sector, and the changes reported by Hagen could have implications for the company's governance structure. Understanding these shifts is crucial for stakeholders in the insurance industry, as they may affect strategic decisions and market positioning.

Background

Hagen Thomas B is associated with Erie Indemnity Co., a company listed under the CIK 0000922621. The firm is known for its services in the insurance agents, brokers, and services sector, classified under SIC 6411. The recent filing history includes several Form 4 submissions, with the latest being on November 2, 2026.

What the Filing Says

The recent SEC filing indicates that Hagen Thomas B reported ownership of 5,100 shares of Class A common stock directly. Additionally, he has significant indirect ownership through various trusts and entities, including 6,658,800 shares held in a non-exempt marital irrevocable trust and 10,086,059 shares through a family limited partnership. The filing states, "These shares were owned by Erie Indemnity Company director and reporting person, Susan Hirt Hagen who died 6/15/15." This transfer of shares is a direct result of the legal arrangements following her passing.

Impact

This change in ownership may affect various stakeholders, including other shareholders and the board of directors at Erie Indemnity Co. The filing notes that Hagen serves as a co-trustee and co-executor for the estate of Susan H. Hagen, which gives him shared voting and investment powers over these shares. This arrangement could influence decision-making processes within the company.

What's Next

The filing does not say what happens next regarding the ownership changes or any potential corporate actions that may arise from this situation.