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Kathleen McNair Telis

Washington financial-affairs disclosure

← Washington filings

Filed May 5, 2025 · Period Mar 23, 2024 – Mar 22, 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
CheckingWashington Trust Bankbank accountfiler, spouse$100,000 – $199,999$0 – $29,999
Savings / Emergency Fund / Money MarketWashington Trust Bankbank accountfiler, spouse$100,000 – $199,999$0 – $29,999
LifeNorthwestern Mutual insurancespouse$60,000 – $99,999Not reported
Stocks, Bonds, Securities, CommoditiesNorthwestern Mutualinvestmentfiler, spouse$500,000 – $749,999Not reported
NMIS JointNorthwestern Mutualinvestmentfiler, spouse$0 – $29,999Not reported
NMIS 529 Plan for LiamNorthwestern Mutualinvestmentfiler, spouse$30,000 – $59,999Not reported
NMIS 529 Plan for ElianaNorthwestern Mutualinvestmentfiler, spouse$0 – $29,999Not reported
NMIS Roth IRA for AlexNorthwestern Mutualinvestmentfiler, spouse$0 – $29,999Not reported
NMIS Roth IRA for KAteNorthwestern Mutualinvestmentfiler, spouse$0 – $29,999Not reported
457(b)Providenceinvestmentspouse$30,000 – $59,999Not reported
401(k)Providenceinvestmentspouse$100,000 – $199,999Not reported

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