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Lori J. Mercer

SCHOOL DIRECTOR · NORTH FRANKLIN SD 051-162 *

← Washington filings

Filed Mar 23, 2026 · Period Jan 1, 2025 – Dec 31, 2025

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
Money Market AccountGESA Credit Unionbank accountfiler, spouse$0 – $29,999Not reported
DisabilityThrivantinsurancefiler$0 – $29,999Not reported
Simple IRACapital Group American Fundsinvestmentfiler$30,000 – $59,999$30,000 – $59,999
Roth iRAAmerican Equityinvestmentfiler$0 – $29,999$30,000 – $59,999
IRAAmerican Equityinvestmentfiler$30,000 – $59,999$30,000 – $59,999
401K Pension PlanNRECAinvestmentspouse$30,000 – $59,999$30,000 – $59,999
AnnuityThriventinvestmentspouse, dependent, filer$30,000 – $59,999Not reported
Life InsuranceThriventinvestmentspouse, dependent, filer$500,000 – $749,999Not reported
DisabilityThriventinvestmentspouse, dependent, filer$100,000 – $199,999Not reported
Life InsuranceThriventinvestmentspouse, dependent, filer$30,000 – $59,999Not reported
Life InsuranceThriventinvestmentspouse, dependent, filer$30,000 – $59,999Not reported
Life insuranceGuardianinvestmentfiler, spouse$100,000 – $199,999Not reported
Life InsuranceGuardianinvestmentfiler, spouse$100,000 – $199,999Not reported

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