Erie Indemnity Company
US ˙ NasdaqGS ˙ US29530P1021

Introduction

This page provides a comprehensive analysis of the known insider trading history of Charles Scott Hartz. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

See Highest Ranking Insiders
Companies with Reported Insider Positions

The SEC filings indicate Charles Scott Hartz has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:ERIE / Erie Indemnity Company Director 1,097
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Charles Scott Hartz. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases ERIE / Erie Indemnity Company - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in ERIE / Erie Indemnity Company. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Max		 Price at
Max		 Max
Profit ($)		 Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

ERIE / Erie Indemnity Company Insider Trades
Insider Sales ERIE / Erie Indemnity Company - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in ERIE / Erie Indemnity Company. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Min		 Price at
Min		 Max Loss
Avoided ($)		 Max Loss
Avoided (%)
2024-08-27 ERIE HARTZ CHARLES SCOTT 500 485.8288 500 485.8288 242,914 304 340.4500 -72,689 -29.92
2024-08-13 ERIE HARTZ CHARLES SCOTT 500 453.2643 500 453.2643 226,632

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

ERIE / Erie Indemnity Company Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Charles Scott Hartz as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change		 Share
Price		 Tran
Value		 Remaining
Value
2024-08-27 2024-08-27 4 ERIE ERIE INDEMNITY CO
Class A Common Stock 		S - Sale -500 1,097 -31.30 485.83 -242,914 533,162
2024-08-13 2024-08-13 4 ERIE ERIE INDEMNITY CO
Class A Common Stock 		S - Sale -500 1,597 -23.84 453.26 -226,632 724,057
2022-04-27 2022-04-25 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 71 17,029 0.42 173.81 12,424 2,959,788
2022-04-21 2022-04-20 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 105 16,957 0.62 178.94 18,785 3,034,356
2022-02-01 2022-01-31 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 71 16,852 0.43 184.10 13,159 3,102,529
2022-01-21 2022-01-20 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 106 16,781 0.64 175.33 18,667 2,942,202
2021-11-01 2021-10-31 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 71 16,674 0.43 205.81 14,710 3,431,772
2021-10-21 2021-10-20 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 87 16,603 0.53 198.71 17,316 3,299,180
2021-08-02 2021-07-31 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 71 16,516 0.43 184.89 13,215 3,053,615
2021-07-21 2021-07-20 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 93 16,444 0.57 184.55 17,219 3,034,809
2021-04-21 2021-04-20 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 75 16,351 0.46 223.15 16,845 3,648,741
2021-04-20 2021-04-19 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 92 16,276 0.57 224.86 20,597 3,659,727
2021-02-01 2021-01-31 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 92 16,184 0.57 243.10 22,267 3,934,326
2021-01-21 2021-01-20 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 69 16,092 0.43 242.66 16,774 3,904,979
2020-12-30 2020-12-29 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 133 16,023 0.84 242.09 32,147 3,879,072
2020-11-02 2020-10-31 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 92 15,890 0.58 232.87 21,330 3,700,414
2020-10-21 2020-10-20 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 69 15,799 0.44 224.95 15,445 3,553,957
2020-08-03 2020-07-31 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 92 15,730 0.59 210.12 19,246 3,305,233
2020-07-22 2020-07-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 75 15,639 0.48 206.07 15,373 3,222,651
2020-04-22 2020-04-22 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 84 15,564 0.54 177.41 14,938 2,761,213
2020-04-20 2020-04-20 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 87 15,480 0.56 176.84 15,314 2,737,452
2020-02-03 2020-02-03 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 87 15,393 0.57 166.50 14,418 2,562,972
2020-01-23 2020-01-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 89 15,307 0.58 167.57 14,853 2,564,931
2019-11-04 2019-11-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 87 15,218 0.57 184.27 15,957 2,804,219
2019-10-23 2019-10-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 74 15,131 0.49 186.38 13,785 2,820,189
2019-08-01 2019-08-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 87 15,057 0.58 222.77 19,291 3,354,344
2019-07-24 2019-07-24 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 52 14,971 0.35 266.00 13,739 3,982,242
2019-05-01 2019-04-30 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 126 14,919 0.85 187.03 23,617 2,790,335
2019-04-24 2019-04-24 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 74 14,793 0.50 181.02 13,361 2,677,812
2019-02-01 2019-02-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 126 14,719 0.87 146.38 18,484 2,154,582
2019-01-25 2019-01-24 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 94 14,593 0.65 141.85 13,277 2,069,993
2018-11-02 2018-11-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 126 14,499 0.88 129.69 16,376 1,880,405
2018-10-24 2018-10-24 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 100 14,373 0.70 123.46 12,308 1,774,486
2018-08-02 2018-08-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 126 14,273 0.89 124.24 15,688 1,773,311
2018-07-24 2018-07-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 102 14,147 0.72 120.08 12,222 1,698,771
2018-04-24 2018-04-24 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 121 14,045 0.87 118.46 14,286 1,663,796
2018-04-24 2018-04-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Share Credits 		J - Other 99 13,925 0.72 117.93 11,714 1,642,129
2018-02-01 2018-02-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 121 13,825 0.88 118.76 14,322 1,641,890
2018-01-24 2018-01-24 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 98 13,705 0.72 118.38 11,632 1,622,360
2017-11-03 2017-11-01 4/A ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 121 13,606 0.89 120.80 14,568 1,643,656
2017-11-01 2017-11-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 121 13,606 0.89 127.46 15,371 1,734,274
2017-10-24 2017-10-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 87 13,486 0.65 123.84 10,768 1,670,084
2017-08-02 2017-08-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 121 13,399 0.91 127.46 15,371 1,707,820
2017-07-24 2017-07-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 86 13,278 0.65 124.62 10,701 1,654,739
2017-04-26 2017-04-25 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 160 13,192 1.23 123.05 19,715 1,623,326
2017-04-25 2017-04-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 84 13,032 0.64 122.84 10,258 1,600,874
2017-02-02 2017-02-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 160 12,949 1.25 112.11 17,962 1,451,677
2017-01-24 2017-01-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 91 12,788 0.71 112.45 10,187 1,438,062
2016-11-02 2016-11-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 160 12,698 1.28 102.39 16,405 1,300,135
2016-10-24 2016-10-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 93 12,538 0.74 101.92 9,436 1,277,837
2016-08-02 2016-08-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 160 12,445 1.30 97.69 15,652 1,215,759
2016-07-22 2016-07-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 97 12,285 0.79 96.68 9,365 1,187,699
2016-04-25 2016-04-22 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 94 12,188 0.78 93.62 8,828 1,141,039
2016-04-19 2016-04-19 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 160 12,094 1.34 93.82 14,971 1,134,629
2016-02-02 2016-02-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 160 11,934 1.36 96.11 15,336 1,146,987
2016-01-21 2016-01-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 96 11,775 0.82 91.10 8,720 1,072,661
2016-01-06 2016-01-06 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 26 11,679 0.23 94.35 2,500 1,101,897
2015-11-03 2015-11-02 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 146 11,652 1.27 87.46 12,797 1,019,113
2015-10-22 2015-10-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 93 11,506 0.82 86.55 8,071 995,845
2015-08-03 2015-08-03 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 146 11,413 1.30 86.31 12,629 985,035
2015-07-23 2015-07-22 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 97 11,266 0.86 82.87 8,005 933,650
2015-04-22 2015-04-22 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 88 11,170 0.79 85.68 7,547 957,032
2015-04-21 2015-04-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 179 11,082 1.64 85.78 15,324 950,593
2015-02-02 2015-02-02 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 179 10,903 1.67 86.66 15,482 944,864
2015-01-22 2015-01-22 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 85 10,724 0.80 87.86 7,489 942,251
2014-11-03 2014-11-03 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 179 10,639 1.71 84.87 15,162 902,951
2014-10-21 2014-10-20 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 86 10,461 0.83 80.21 6,928 839,043
2014-08-01 2014-08-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 179 10,374 1.75 73.22 13,081 759,600
2014-07-22 2014-07-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 79 10,180 0.78 73.28 5,759 746,021
2014-07-22 2014-07-21 4/A ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 94 10,196 0.93 73.28 6,868 747,131
2014-04-24 2014-04-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 89 10,102 0.89 71.13 6,358 718,543
2014-04-16 2014-04-15 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 163 10,012 1.65 69.07 11,255 691,560
2014-02-03 2014-02-03 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 163 9,849 1.68 70.17 11,434 691,139
2014-01-24 2014-01-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 88 9,687 0.92 71.62 6,302 693,750
2013-11-04 2013-11-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 179 9,599 1.90 71.82 12,825 689,368
2013-10-22 2013-10-21 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 81 9,420 0.86 72.26 5,832 680,687
2013-08-01 2013-08-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 147 9,339 1.60 80.37 11,841 750,596
2013-07-23 2013-07-22 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 70 9,192 0.77 82.40 5,754 757,415
2013-04-23 2013-04-22 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 71 9,122 0.78 76.02 5,363 693,462
2013-04-17 2013-04-17 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 149 9,052 1.68 77.18 11,525 698,599
2013-02-04 2013-02-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 149 8,902 1.71 71.34 10,653 635,085
2012-12-26 2012-12-24 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 336 8,753 3.99 67.29 22,596 588,983
2012-11-02 2012-11-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 149 8,417 1.81 62.22 9,291 523,713
2012-10-23 2012-10-22 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 76 8,268 0.92 63.09 4,774 521,615
2012-08-01 2012-08-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 149 8,192 1.86 71.29 10,645 584,017
2012-07-24 2012-07-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 66 8,043 0.83 71.48 4,737 574,899
2012-04-24 2012-04-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 58 7,977 0.73 75.40 4,375 601,430
2012-04-18 2012-04-17 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 152 7,919 1.96 75.94 11,573 601,331
2012-02-02 2012-02-01 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 152 7,766 2.00 76.67 11,684 595,428
2012-01-24 2012-01-23 4 ERIE ERIE INDEMNITY CO
Directors' Deferred Compensation Phantom Units 		J - Other 57 7,614 0.76 75.73 4,343 576,587
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)