# J. Mark Coulson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11362

## Record

- **Judge:** J. Mark Coulson
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 7

## Text

MONY whole life policy — Int/Div
NW Mutual whole life policy #1 — Int/Div
NW Mutual whole life policy #2 — Int/Div
NW Mutual whole life policy #3 — Int/Div
NW Mutual whole life policy 24 — Int/Div
Erie Family Life whole life policy — Int/Div
TIAA Traditional fund — Int/Div
CREF Socul Choice fund — Int/Div
Franklin Templeton Mutual Quest Fund — Int/Div
MD College Investment Plan Portfolio 2018 {lof 2) — None
MD College Investment Plan Portfolio 2018 of) — None
John Hancock Freedom 529 Portfolio 2003161 of 2) — None — Sold (part)
John Hancock Freedom 529 Portfolio 2003-16 (1 of 2), (cont'd) — None — Sold (part)
John Hancock Freedom 529 Portfolio2017-2020 (2 of 2) — None
Davis NY Venture C — Int/Div
Franklin Income C — Int/Div — Sold (part)
Goldman Sachs Growth Opportunity ( — None — Sold
Henderson International Opportunities C — Int/Div — Sold (part)
Ivy Asset Strategy ( — Int/Div — Sold (part)
Legg Mason Opportunity Trust € — None
Royce Pennsylvania Consult — Int/Div — Sold (part)
Clearbridge Small Cap C — Int/Div
Franklin Income C(IRA) — Int/Div — Buy
Clearbridge Value Trust C (IRA) — Int/Div
QS Batterymarch Emergmg Markets C(IRA) — Int/Div — Sold
QS Batterymarch Int'l. Equity C(IRA) — Int/Div
Davis NY Venture C (UTMA #1) — Int/Div
Legg Mason Opportunity Trust (UTMA # 1) — None
Davis NY Venture C (UTMA #2) — Int/Div
Legg Mason Opportun ity Trust (UTMA # 2) — None
PNC Bank Interest Checking — Interest
Capitol One 360 Savings — Interest
Flowers Foods (FLO) Common stock (family) member) — None
Liability — The Park School of Baltimore — Tuition fs
Liability — Occidental College — Tuition gm
Spouse's income — 2016 — The McDonogh School (1099 self employed health education consulting)
Spouse's income — 2016 — Build, Inc. (W-2 income) Administrator for Community Organization)
Part VII: The Clearbridge Special Inv Trust C fund changed its name to the Clearbridge Small Cap C fund on August 1, 2015. 1 did not notice this administrative

change during the last reporting period.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11362. Public record. Not legal advice.
