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Nikki O. Lockwood

SCHOOL DIRECTOR · SPOKANE SD 081

← Washington filings

Filed Feb 24, 2026 · Period Jan 1, 2025 – Jan 11, 2026

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / assetCategoryReported ownerValue rangeIncome range
CheckingSTCUbank accountspouse, filer$0 – $29,999$0 – $29,999
Business (Lockwood-Otero, LLC)STCUbank accountspouse, filer$0 – $29,999$0 – $29,999
First 5 SavingsSTCUbank accountspouse, filer$0 – $29,999$0 – $29,999
Presidents Premium SavingsSTCUbank accountspouse, 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 Schwabinvestmentfiler, spouse$1,000,000 or moreNot 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 Schwabinvestmentfiler, spouse$1,000,000 or moreNot reported
401K through CHAS, with John HancockCHAS Healthinvestmentfiler, spouse$500,000 – $749,999Not reported
Candidates 401k through ACLUPrincipal Financial Groupinvestmentfiler, spouse$60,000 – $99,999Not reported
College Savings 529 plan for 2 daughtersUtah Educational Savings Planinvestmentfiler, spouse, dependent$60,000 – $99,999Not reported
WA State college investment plan for 2 daughters.Bank of New York Mellon Corporation admin by Sumday Admin LLCinvestmentfiler, spouse, dependent$30,000 – $59,999Not reported
Cash, stocksOptum Financial Premera HSAinvestmentfiler, spouse$30,000 – $59,999Not reported
ManagedWashington State ABLE Savings Plan FBO Risa Lockwoodinvestmentspouse$30,000 – $59,999Not reported
Crypto currencyCoinbaseinvestmentspouse$30,000 – $59,999Not reported
BondsVanguard Groupinvestmentspouse$30,000 – $59,999Not reported
AMAZON · AMZNOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
APPLE INC · AAPLOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$100,000 – $199,999$0 – $29,999
NETFLIX · NFLXOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$100,000 – $199,999$0 – $29,999
NVIDIA CORP · NVDAOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, 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.stocksfiler, spouse$60,000 – $99,999$0 – $29,999
ALPHABET INC CLASS C · GOOGOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
ARISTA · ANETOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$30,000 – $59,999
ASML HLDGS · ASMLOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
MICROSOFT · MSFTOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
TAIWAN SEMICONDUCTOR · TSMOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$30,000 – $59,999
Metaplatforms, Inc · METAOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
Fortinet · FTNTOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Arch Capital Group · ACGLOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
Caterpillar · CATOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Chubb, LMTD · CBOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
Comfort Systems · FIXOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$60,000 – $99,999
Franco Nevada · FNVOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$60,000 – $99,999
Johnson and Johnson · JNJOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Markel · MKLOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Berkeley W R Corp · WRBOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
SPDR Gold Shares · GLDOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$200,000 – $499,999$0 – $29,999
iShares TR IS 1-5 YR · IGSBOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, 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.stocksfiler, spouse$60,000 – $99,999$0 – $29,999
Axis Capital Holdings · AXSOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
Bank NY Mellon · BKOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Bristol Myers Squib · BMYOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Couer Mng Inc · CDEOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Ero Copper Corp · EROOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
Federated Herm Shrt Drn Hg Yl ETF · FHYSOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
Fabrinet · FNOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Illumina · ILMNOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Innovative Solutions · ISSCOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Centrus Energy Corp · LEUOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Eli Lilly and Co · LLYOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Lynas Rare Earth · LYSDYOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
OR Royalties Inc · OROne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
Roche Holding LMTD · RHHBYOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$0 – $29,999$0 – $29,999
I shares 1 to 3 year TBond · SHYOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$60,000 – $99,999$0 – $29,999
Skyward Specialty Ins · SKWDOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999
Tenarius · TSOne self directed savings account at Schwab, one self directed 401K at Schwab.stocksfiler, spouse$30,000 – $59,999$0 – $29,999

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