J. Mark Coulson
2014Annual
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What was filed
63
investments
3
positions
1
gifts
2
agreements
3
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Miles & Stockbridge, PC (1/1/2014 to 6/30/2014)
- Miles & Stockbridge, PC (7/1/2014 10 7/31/2014
- Co-Trustee for IEE ©f former classmate (1/1/14-10/14). Resigned 10/14
- Miles & Stockbridge (former law firm)
- Bank of America
- The Park School of Baltimore
- Chase Bank
- Salary from Miles & Stockbridge PC
- The McDonogh School (1099 health education consulting) and Evalsolutions (1099 Income Education Consulting)
As filed
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
Lazard Emerging Markets Open (401K) (Y)
Oppenheimer Int'l. Growth Y (401K) Y)
MFS Int'l. Value R&40IKXY)
Goldman Sachs Small Value fund (401K) iY)
Vanguard Mid-Cap Index Signal (401KXY)
T. Rowe Price Mid-Cap Value (401K)Y)
T. Rowe Price Growth Stock (301KNY)
Vanguard 500 Index Signal (401K)Y)
American Beacon Large Cap Value Investon{d0IK KY)
Diamond Hill Large Cap Y (401K)(Y)
Principal Diversified Real Asset A (401K) {Y)
Ivy High Income (401K XY)
Harbor Bond Fund (401KXY)
Federated Capital Preservation Fund IP (401KNY)
Federated Prime Obligations Fund SS (401KXY)
MD College Investment Plan Portfolio 2018 (lof 2) — None
MD College Investment Plan Portfolio 2018 (202) — None
John Hancock Freedom $29 Portfolio 2013 16(1 of 2) — None
John Hancock Freedom 529 Portfolio2017-2020 (2 of 2) — None
Davis NY Venture C — Int/Div — Sold (part)
Franklin Income C — Int/Div — Sold (part)
Goldman Sachs Growth Opportumity — Int/Div
Henderson International Opportunities C — Int/Div — Sold (part)
Henderson International Opportunities C (Contd) — Sold (part)
Ivy Asset Strategy C — Int/Div
Legg Mason Opportunity Trust C — Int/Div
Rovee Pennsylvania Consult — Int/Div — Sold (part)
Rovce Pennsylvania Consult (Con'd) — Sold (part)
Clearbridge Special Inv, Trust — Int/Div
Clearbridge Value Trust C — Int/Div
QS Batterymarch Emergmg Markets ( — Int/Div
QS Batterymarch Int'l. Equity C — Int/Div
Davis NY Venture C (UTMA) — Int/Div
Legg Mason Opportunity Trust (1 of 2) (UTMA) — Int/Div — Sold (part)
Davis NY Venture C (UTMA) — Int/Div — Sold (part)
Legg Mason Opportunity Trust (2 of 2) (UTMA) — Int/Div
PNC Bank Interest Checking — Interest
Capitol One 360 Savings — Interest
Flowers Foods (FLO) Common stock — None
Artisan Int'l. FDINV 2661 (1 of 2)(Y)
Henderson Opportunities Int'l Fund (1 of 2) {Y)
Institutional Advisors LargeCap Fund (1 of 24Y)
Munder Midcap Core Growth Fund (1 of 2) wy)
T. Rowe Price Mid-Cap Value FD Com (1 of 21(Y)
Conestoga Small Cap Fund (1 of 2) (Y)
Goldman Sachs Satellite Strategies (1 of 2) iY)
Intel Corp Com (Y)
Artisan Int'l FDINV 2661 (20f 2)(Y)
Henderson Int'l. Opportunities Fund (2 of 2) yy
Institutional Advisors Large Cap Fund (2 of 2KY)
Munder Midcap Core Growth Fund (2 of 2) wy)
T. Rowe Price Mid-Cap Value FD Com (2 of 21Y)
Conestoga Small Cap Fund (2 of 2KY)
Goldman Sachs Satellite Srategies (2 of 2) na
Principal, Miles & Stockbridge, PC (1/1/2014 to 6/30/2014)
Counsel, Miles & Stockbridge, PC (7/1/2014 10 7/31/2014
Co-Trustee, Co-Trustee for IEE ©f former classmate (1/1/14-10/14). Resigned 10/14
Gift — Miles & Stockbridge (former law firm) — Paid part of caterer’s bill for reception following investiture ceremony — $12432.80
Agreement — 1120312000 — Amended and Restated Employment Agreement between me and Miles & Stockbridge, PC re terms of prior employ. 401K, and deferred comp (paid 01/01/2015:523,170)
Agreement — 712014 — Employment agreement between me and Miles & Stockbridge, PC governing the terms and condition of my employment as Counsel, terminating 07/31/2014
Liability — Bank of America — Premium Credit Line
Liability — The Park School of Baltimore — Tuition for minor children
Liability — Chase Bank — Visa (revolving credit)
Income — 2014 — Salary from Miles & Stockbridge PC — $220,282.00
Spouse's income — 2014 — The McDonogh School (1099 health education consulting) and Evalsolutions (1099 Income Education Consulting)
Part I: Positions: | had previously reported on my initial report in September of 2014 that | was co-trustee of two trust RENNEGN of « college
classmate of mine. 1 resigned that position in October of 2014,
Part Il: Agreements: my employment as an attorney at Miles & Stockbridge was governed by the 2000 agreement referenced, to include distribution of deferred
compensation in January of 2015 and participation in the firm's 401K. That agreement ended on June 30, 2014 when 1 converted from Principal to Counsel. My
Counsel position was for the month of July 2014, between the time of the announcement of my appointment as US Magistrate and my resignation from the firm
on July 31,2014. The stockholder agreement referenced concerned the return of my equity in the firm which occurred in July of 2014 prior to my departure from
the firm, My 401K was rolled over into the Thrift Savings Plan in September of 2014, Additionally, per my former employment agreement, | was paid deferred
compensation in January of 2015 in the amount of $23,170. Tam not due any additional compensation from my former employer.
Part VII: | resigned as co-trustee, effective October 2014, for the trust assets previously reported on my initial report (lines 47-61 m initial report and lines 49-63
in this report) such that those assets will not be reportable in future reports . Additionally, | rolled over the 401K funds from my previous employer's 401 K,
previously reported on my initial report in September of 2014 (lines 10-24 ) into the Thrift Savings Plan in September of 2014 such that those assets will not be
reportable in future reports.
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