Keri R Davidson › F-1
Keri R Davidson: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2025-01-01 – 2025-12-31
- Filed
- 2026-03-11
- Office
- School Director, Shelton Sd 309
- Original
- the statement on the PDC's site
Income 3
| Source | For | Whose | Amount |
|---|---|---|---|
| Novo Nordisk Plainsboro, NJ | Pharmaceutial Sales | Filer | $100,000–$199,999 |
| The Medicine Shoppe Shelton, Wa | Pharmacist | Spouse | $100,000–$199,999 |
| Rental income Shelton, WA | Rent | Filer, Spouse | $60,000–$99,999 |
Accounts and investments 7
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Bank of America | Savings | Filer, Spouse | $30,000–$59,999 income $0–$29,999 |
| GESA | Savings | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| USAA | Life Insurance | Spouse | $500,000–$749,999 |
| Charles Schwab | 401k | Filer | $200,000–$499,999 |
| Money Purchase Plan | $100,000–$199,999 | ||
| John Hancock | 401k | Spouse | $750,000–$999,999 |
| Fidelity | 529 | Filer, Spouse | $60,000–$99,999 |
| 529 | $60,000–$99,999 | ||
| UBS | Stocks | Filer, Spouse | $200,000–$499,999 |
| IRA | $100,000–$199,999 | ||
| IRA | $500,000–$749,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| KAAT LLC | owner | Filer, Spouse |
Real estate 2
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Shelton | Filer, Spouse | $500,000–$749,999 | Suntrust Bank ($60,000–$99,999) |
| Shelton, WA · bought this period | Filer, Spouse | $200,000–$499,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Other debts 2
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| Fidelity | Filer, Spouse | $0–$29,999 | Monthly |
| UBS | Filer, Spouse | $30,000–$59,999 | 60 month |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.