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Nikki O. Lockwood
SCHOOL DIRECTOR · SPOKANE SD 081
← Washington filingsFiled Apr 4, 2025 · Period Jan 1, 2024 – Feb 23, 2025
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| CheckingSTCU | bank account | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| Business (Lockwood-Otero, LLC)STCU | bank account | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| First 5 SavingsSTCU | bank account | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| Presidents Premium SavingsSTCU | bank account | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| 6 Schwab IRA's - prior employment, inherited. Combinaton of stocks, bonds, mutual funds. Five managed by Northern Capital Management, LLC Spokane, one self-directed.(see stock list in next section)Charles Schwab | investment | filer, spouse | $1,000,000 or more | Not reported |
| 3 Schwab Savings accounts Combinaton of stocks, bonds, mutual funds. Two managed by Northern Capital Management, LLC Spokane, one self directed. (See stock list next section)Charles Schwab | investment | filer, spouse | $1,000,000 or more | Not reported |
| 401K through CHAS, with John HancockCHAS Health | investment | filer, spouse | $500,000 – $749,999 | Not reported |
| Candidates 401k through ACLUPrincipal Financial Group | investment | filer, spouse | $60,000 – $99,999 | Not reported |
| College Savings 529 plan for 2 daughtersMy 529 | investment | filer, spouse, dependent | $60,000 – $99,999 | Not reported |
| WA State college investment plan for 2 daughters.Bank of New York Mellon Corporation, administered by Sumday Administration, LLC - Dream Ahead College Investment Plan | investment | filer, spouse, dependent | $30,000 – $59,999 | Not reported |
| AMAZON · AMZNOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| APPLE INC · AAPLOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| NETFLIX · NFLXOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| NVIDIA CORP · NVDAOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| ALPHABET INC CLASS A · GOOGLOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| ALPHABET INC CLASS C · GOOGOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| ARISTA · ANETOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| BOOKINGS HOLDINGS · BKNGOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| UNITED HEALTH GROUP · UNHOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| MERCADOLIBRE · MELIOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| ACCENTURE · ACNOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| ASML HLDGS · ASMLOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| ENDAVAPLC · DAVAOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| MICROSOFT · MSFTOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| SPLUNK · SPLKOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| TAIWAN SEMICONDUCTOR · TSMOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Metaplatforms, Inc · METAOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Vertex Pharmaceuticals · VRTXOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Fortinet · FTNTOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| IBM Corp · IBMOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Block, Inc · XYZOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Arch Capital Group · ACGLOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Apollo Global Mgmnt · APOOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Alibaba Group · BABAOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Blackrock HLDGS · BLKOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Caterpillar · CATOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Chubb, LMTD · CBOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Deer and Co · DEOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Equinix, Inc REIT · EQIXOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Essent Group, LMTD · ESNTOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Comfort Systems · FICOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Franco Nevada · FNVOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Globus Med · GMEDOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Johnson and Johnson · JNJOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Kinsale Group · KNSLOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| The Coca Cola Co · KOOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| McDonalds Corp · MCDOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Markel · MKLOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| PDD Holdings · PDDOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| TJX Cos Inc · TJXOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Texas Pacific Land · TPLOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Berkeley W R Corp · WRBOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Zevia PBS Class A · ZVIAOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| SPDR Gold Shares · GLDOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| iShares TR IS 1-5 YR · IGSBOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| iShares 1-3 YR Treasury · SHYOne self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| Alphabet · 02079KAG2One self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Apple, Inc · 037833EA4One self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Microsoft · 594918CD4One self directed savings account at Schwab, one self directed 401K at Schwab. | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Cash, stocksOptum Financial Premera HSA (changed from TD Ameritrade) | investment | filer, spouse | $30,000 – $59,999 | Not reported |
| ManagedWashington State ABLE Savings Plan FBO Risa Lockwood | investment | spouse | $30,000 – $59,999 | Not reported |
| Stock in Breezy Pointe Energy CorporationNew Directions Trust Company | investment | spouse | $0 – $29,999 | Not reported |
| Crypto currencyCoinbase (Online) https://www.coinbase.com/ | investment | spouse | $30,000 – $59,999 | Not reported |
| BondsVanguard Group | investment | spouse | $30,000 – $59,999 | Not reported |