Nikki Otero Lockwood › F-1
Nikki Otero Lockwood: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-01-01 – 2025-02-23
- Filed
- 2025-04-04
- Office
- School Director, Spokane Sd 081
- Original
- the statement on the PDC's site
Income 4
| Source | For | Whose | Amount |
|---|---|---|---|
| CHAS Health Spokane, Washington | Urgent Care Physician | Spouse | $100,000–$199,999 |
| Spokane Public Schools Spokane, WA | DIRECTOR | Filer | $0–$29,999 |
| Hartson Group, LLC Spokane, WA | We are 1/4 equal owners of this LLC which purchased and leases to own one of our Cohousing Community Condos | Filer, Spouse | $0–$29,999 |
| Washington State FMLA Spokane, WA | William Lockwood, spouse, took 3 month sick leave for kidney transplant | Spouse | $0–$29,999 |
Accounts and investments 12
| Held at / in | What | Whose | Value |
|---|---|---|---|
| STCU | Checking | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| Business (Lockwood-Otero, LLC) | $0–$29,999 income $0–$29,999 | ||
| First 5 Savings | $0–$29,999 income $0–$29,999 | ||
| Presidents Premium Savings | $0–$29,999 income $0–$29,999 | ||
| Charles Schwab | 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) | Filer, Spouse | $1,000,000 or more |
| 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) | $1,000,000 or more | ||
| CHAS Health | 401K through CHAS, with John Hancock | Filer, Spouse | $500,000–$749,999 |
| Principal Financial Group | Candidates 401k through ACLU | Filer, Spouse | $60,000–$99,999 |
| My 529 | College Savings 529 plan for 2 daughters | Dependent, Filer, Spouse | $60,000–$99,999 |
| Bank of New York Mellon Corporation, administered by Sumday Administration, LLC - Dream Ahead College Investment Plan | WA State college investment plan for 2 daughters. | Dependent, Filer, Spouse | $30,000–$59,999 |
| One self directed savings account at Schwab, one self directed 401K at Schwab. | AMAZON AMZN | Filer, Spouse | $30,000–$59,999 income $0–$29,999 |
| APPLE INC AAPL | $100,000–$199,999 income $0–$29,999 | ||
| NETFLIX NFLX | $100,000–$199,999 income $0–$29,999 | ||
| NVIDIA CORP NVDA | $60,000–$99,999 income $0–$29,999 | ||
| ALPHABET INC CLASS A GOOGL | $30,000–$59,999 income $0–$29,999 | ||
| ALPHABET INC CLASS C GOOG | $0–$29,999 income $0–$29,999 | ||
| ARISTA ANET | $30,000–$59,999 income $0–$29,999 | ||
| BOOKINGS HOLDINGS BKNG | $0–$29,999 income $0–$29,999 | ||
| UNITED HEALTH GROUP UNH | $0–$29,999 income $0–$29,999 | ||
| MERCADOLIBRE MELI | $0–$29,999 income $0–$29,999 | ||
| ACCENTURE ACN | $0–$29,999 income $0–$29,999 | ||
| ASML HLDGS ASML | $30,000–$59,999 income $0–$29,999 | ||
| ENDAVAPLC DAVA | $0–$29,999 income $0–$29,999 | ||
| MICROSOFT MSFT | $0–$29,999 income $0–$29,999 | ||
| SPLUNK SPLK | $0–$29,999 income $0–$29,999 | ||
| TAIWAN SEMICONDUCTOR TSM | $0–$29,999 income $0–$29,999 | ||
| Metaplatforms, Inc META | $30,000–$59,999 income $0–$29,999 | ||
| Vertex Pharmaceuticals VRTX | $0–$29,999 income $0–$29,999 | ||
| Fortinet FTNT | $0–$29,999 income $0–$29,999 | ||
| IBM Corp IBM | $0–$29,999 income $0–$29,999 | ||
| Block, Inc XYZ | $0–$29,999 income $0–$29,999 | ||
| Arch Capital Group ACGL | $30,000–$59,999 income $0–$29,999 | ||
| Apollo Global Mgmnt APO | $0–$29,999 income $0–$29,999 | ||
| Alibaba Group BABA | $0–$29,999 income $0–$29,999 | ||
| Blackrock HLDGS BLK | $0–$29,999 income $0–$29,999 | ||
| Caterpillar CAT | $0–$29,999 income $0–$29,999 | ||
| Chubb, LMTD CB | $30,000–$59,999 income $0–$29,999 | ||
| Deer and Co DE | $0–$29,999 income $0–$29,999 | ||
| Equinix, Inc REIT EQIX | $0–$29,999 income $0–$29,999 | ||
| Essent Group, LMTD ESNT | $30,000–$59,999 income $0–$29,999 | ||
| Comfort Systems FIC | $30,000–$59,999 income $0–$29,999 | ||
| Franco Nevada FNV | $30,000–$59,999 income $0–$29,999 | ||
| Globus Med GMED | $0–$29,999 income $0–$29,999 | ||
| Johnson and Johnson JNJ | $0–$29,999 income $0–$29,999 | ||
| Kinsale Group KNSL | $30,000–$59,999 income $0–$29,999 | ||
| The Coca Cola Co KO | $0–$29,999 income $0–$29,999 | ||
| McDonalds Corp MCD | $0–$29,999 income $0–$29,999 | ||
| Markel MKL | $0–$29,999 income $0–$29,999 | ||
| PDD Holdings PDD | $0–$29,999 income $0–$29,999 | ||
| TJX Cos Inc TJX | $0–$29,999 income $0–$29,999 | ||
| Texas Pacific Land TPL | $0–$29,999 income $0–$29,999 | ||
| Berkeley W R Corp WRB | $30,000–$59,999 income $0–$29,999 | ||
| Zevia PBS Class A ZVIA | $0–$29,999 income $0–$29,999 | ||
| SPDR Gold Shares GLD | $100,000–$199,999 income $0–$29,999 | ||
| iShares TR IS 1-5 YR IGSB | $60,000–$99,999 income $0–$29,999 | ||
| iShares 1-3 YR Treasury SHY | $60,000–$99,999 income $0–$29,999 | ||
| Alphabet | $0–$29,999 income $0–$29,999 | ||
| Apple, Inc | $0–$29,999 income $0–$29,999 | ||
| Microsoft | $0–$29,999 income $0–$29,999 | ||
| Optum Financial Premera HSA (changed from TD Ameritrade) | Cash, stocks | Filer, Spouse | $30,000–$59,999 |
| Washington State ABLE Savings Plan FBO Risa Lockwood | Managed | Spouse | $30,000–$59,999 |
| New Directions Trust Company | Stock in Breezy Pointe Energy Corporation | Spouse | $0–$29,999 |
| Coinbase (Online) https://www.coinbase.com/ | Crypto currency | Spouse | $30,000–$59,999 |
| Vanguard Group | Bonds | Spouse | $30,000–$59,999 |
Businesses 2
| Business | Role | Whose |
|---|---|---|
| Lockwood-Otero, LLC Our Hope Idaho condo, which we rented out in 2008 while living in Australia, is owned by this LLC. | owner | Filer, Spouse |
| The Hartson Group, LLC An LLC owned by 4 people/couples formed to purchase and then lease-to-own one of the condo units in our Hayystack Heights Cohousing Community HOA (Leased to one of the other families n our community) | owner | Filer, Spouse |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Spokane | Filer, Spouse | $500,000–$749,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests. Includes 1 dependent's interests; their names aren't shown.