J. Mark Coulson
2013Initial
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What was filed
61
investments
4
positions
0
gifts
2
agreements
3
debts
0
reimbursements
3
income
3
spouse income
Named parties
- Miles & Stockbridge, PC (1/1/2000 to 6/30/2014)
- US District Court for the Distinct of Marviand (8/1/2014 to present)
- Marviand Defense Counsel, Inc, (62011 to 6/2012)
- Miles & Stockbridge, PC (7/1/2014 to 7/31/2014
- Bank of America
- The Park School of Baltimore
- Chase Bank
- Salary from Miles & Stockbridge, PC
- Salary from Miles & Stockbndge, PC
- Salary from Miles & Stockbridge PC
- The Park School of Baltimore (1099 health education consulting)
- The McDonogh School (W-2 health education consulting)
- The McDonogh School (W-2 health education consulting) and Johns Hopkins University {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 — None
CREF Socul Choice fund — None
Franklin Templeton Mutual Quest Fund — Int/Div
Lazard Emerging Markets Open (401K) — Int/Div
Oppenheimer Int'l. Growth Y (401K) — Int/Div
MFS Int'l Value R4 (401K) — Int/Div
Goldman Sachs Small Value fund (401K) — Int/Div
Vanguard Mid Cap Index Signal (401K) — Int/Div
T. Rowe Price Mid-Cap Value (401K) — Int/Div
T Row Price Growth Stock (201K) — Int/Div
Vanguard 500 Index Signal (401K) — Int/Div
American Beacon Large Cap Value Investor (401K) — Int/Div
Diamond Hill Large Cap Y (401K) — Int/Div
Principal Diversified Real Asset A (401K) — Int/Div
Ivy High Income (401K) — Int/Div
Harbor Bond Fund (401K) — Int/Div
Federated Capital Preservation Fund IP (401K) — Int/Div
Federated Prime Obligations Fund SS (401K) — Int/Div
MD College Investment Plan Portfolio 2018 [ — None
MD College Investment Plan Portfolio 2018 [_] — None
John Hancock Freedom $29 Portfolio 2013-16 — None
John Hancock Freedom 529 Portfolio2017-2020 — None
Davis NY Venture C — Int/Div
Franklin Income C — Int/Div
Goldman Sachs Growth Opportumity — Int/Div
Henderson International Opportunities C — Int/Div
Ivy Asset Strategy C — Int/Div
Legg Mason Opportunity Trust € — Int/Div
Rovee Pennsylvania Consult — Int/Div
Clearbridge Special Inv. Trust € — Int/Div
Clearbridge Value Trust C — Int/Div
QS Batterymarch Emerging Markets ( — Int/Div
QS Battertmarch Int'l Equity C — Int/Div
Davis NY Venture C (Peter UTMA) — Int/Div
Lege Mason Opportunity Trust [] — Int/Div
Davis NY Venture C poo — Int/Div
Legg Mason Opportunity Trust mos [] — Int/Div
PNC Bank Interest Checking — Interest
Capitol One 360 Savings — Interest
Flowers Foods (FLO) Common stock ] — None
Artisan Int'l FD-INV #661 mm Trust) — Int/Div
Henderson Opportunities Int'l Fund poo Trust) — Int/Div
Institutional Advisors LargeCap Fund Trust) — Int/Div
Munder Midcap Core Growth Fund =o fo Trust) — Int/Div
T Rowe Price Mid-Cap Value FD Com Trust — Int/Div
Conestoga Small Cap Fun pn Trust) — Int/Div
Goldman Sachs Satellite Strategies Trust) — Int/Div
Intel Corp Com mon Trust) — Int/Div
Artisan Int'l. FD-INV #661 pn Trust) — Int/Div
Henderson Int'l Opportunites Fund zs Trust) — Int/Div
Institutional Advisors LargeCap Fund Fn Tres) — Int/Div
Munder Midcap Core Growth Fund = Fn Trust) — Int/Div
T Rowe Price Mid-Cap Value FD Com tn Trust) — Int/Div
Conestoga Small Cap Fund ps Trust) — Int/Div
Goldman sachs Satellite Stragies Trust) — Int/Div
Principal, Miles & Stockbridge, PC (1/1/2000 to 6/30/2014)
US Magistrate Judge, US District Court for the Distinct of Marviand (8/1/2014 to present)
President, Marviand Defense Counsel, Inc, (62011 to 6/2012)
Counsel, Miles & Stockbridge, PC (7/1/2014 to 7/31/2014
Agreement — 1120312000 — Amended and Restated Employment Agreement between me and Miles & Stockbridge, PC re terms of prior employ. 401K, and deferred comp due 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,
Liability — Chase Bank — Visa (revolving credit)
Income — 2012 — Salary from Miles & Stockbridge, PC — $355,658.73
Income — 2013 — Salary from Miles & Stockbndge, PC — $300425.74
Income — 2004 — Salary from Miles & Stockbridge PC — $220,282.00
Spouse's income — 2012 — The Park School of Baltimore (1099 health education consulting)
Spouse's income — 2013 — The McDonogh School (W-2 health education consulting)
Spouse's income — 2014 — The McDonogh School (W-2 health education consulting) and Johns Hopkins University {1099 Income Education Consulting)
Part I: Positions: From June of 2011 to June of 2012, | was President of Maryland Defense Counsel, Inc., a specialty bar association for attorneys in civil practice
on behalf of defendants. This was an unpaid position. As president, | was also a member of the board of this organization during this time. Addtionally, | was the
co-trustee of two trusts
of a college classmate of mine but am in the process of resigning that position given my appointment. | have listed
the assets of that trust in Part VII.
Part Il: Agreement: my employment as an attomey at Miles & Stockbridge was governed by the 2000 agreement referenced, to include distnbution of deferred
compensation in January of 2015 and participation in the firm's 401K. That agreement ended on June 30, 2014 when | 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 remains with the firm at this tim,e and its holdings were included in Part VII investments. Additionally, per my former employment agreement, |
am due deferred compensation in January of 2015 in the amount of $23,170.
Part VII: 1 have included the assets held by the two trusts for whom I am the co-trustee
of a college classmate, 1am in the process of
resigning that position given my appointment and am awaiting appointment of substitute co-trustee in my place.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.