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Isabel Marie Keenan Patelunas

Treasury

Assistant Secretary for Intelligence and Analysis | Financial Disclosure »

See more financial disclosure details ⬇

Other Income/Assets

Description Value Income
Virginia State Pre Paid 529 Tuition Plan $1,001 - $15,000 None (or less than $201)
Mass Mutual Life Ins, Whole Life $1,001 - $15,000 None (or less than $201)
Virginia College Savings Plan
Virginia College Savings: Invest 529 Aggressive Growth Plan $1,001 - $15,000 None (or less than $201)
Virginia College Savings: Invest 529 Moderate Growth Plan $1,001 - $15,000 None (or less than $201)
Virginia College Savings: Invest 529 Inflation Protected Plan $1,001 - $15,000 None (or less than $201)
Virginia College Savings: Invest 529 2024 Portfolio Plan $1,001 - $15,000 None (or less than $201)

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
NationStar Mortgage Mortgage on Personal Residence $250,001 - $500,000 3.25% 2013

Spouse's Employment Assets

Description Value Income Type Income Amount
Patelunas Data Systems Consulting, LLC (IT consulting) $1,001 - $15,000 consulting fees
IRA # 1
JPMorgan Investor Growth Fund (OGGCX) $1,001 - $15,000 $1,001 - $2,500
Oracle stock $1,001 - $15,000 None (or less than $201)
IRA #3
Fidelity Government Cash Reserves (FDRXX) $50,001 - $100,000 $2,501 - $5,000
Hewlett Packard (HPQ) $1,001 - $15,000 None (or less than $201)
Hess Oil (HES) $1,001 - $15,000 None (or less than $201)
IBM $1,001 - $15,000 None (or less than $201)
IRA #2
Pacific Shores (green products) $50,001 - $100,000 None (or less than $201)
IRA #4
Thought Development Inc. (product development) $1,001 - $15,000 None (or less than $201)
Film Shoot Mutual (entertainment industry) $1,001 - $15,000 None (or less than $201)
U.S. Bank Account # 1 (cash) $1,001 - $15,000 None (or less than $201)

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