J. Mark Coulson

2013Initial

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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J. Mark Coulson | Frix