J. Mark Coulson
2017Annual
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What was filed
35
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
2
spouse income
Named parties
- The Park School of Baltimore
- Occidental College
- Metro Indusrial Areas Foundation (self emploved community project consulting)
- Build, Inc. (W-2 income) Administrator for Community Organization)
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
American 2025 Target Ret ( — Int/Div — Buy
American 2025 Target Ret € — Int/Div — Buy (add'l)
Franklin Templeton Mutual Quest Fund — Int/Div
MD College Investment Portfolio 2018 (1 of 2 — None
MD College Investment Plan Portfolio 2018 (20f2) — None
John Hancock Freedom $29 Portfolio 201316(]1 of 2) — None — Sold (part)
John Hancock Freedom 529 Portfolio 2013-16 (1 of 2), (cont'd) — None — Sold (part)
John Hancock Freedom 529 Portfolio2017-2020 (2 of 2) — None
Davis NY Venture C — Int/Div — Sold (part)
Franklin Income — Int/Div — Sold (part)
Henderson International Opportunities — Int/Div — Sold
Ivy Asset Strategy C — Int/Div — Sold
Miller Opportunity Trust C — None
Royce Pennsylvania Consult — Int/Div — Sold (part)
Clearbridge Small Cap € — Int/Div
Franklin Income C(IRA) — Int/Div
Clearbridge Value Trust C (IRA) — Int/Div
QS Batterymarch Int'l. Equity C(IRA) — Int/Div
Davis NY Venture C (UTMA £1)1 of 2) — Int/Div — Sold (part)
Davis NY Venture C (UTMA #1)(2 of 2) — Int/Div — Sold (part)
Miller Opportunity Trust (UTMA # 1) — None — Sold (part)
Davis NY Venture C(UTMA # 2) — Int/Div — Sold (part)
Legg Mason Opportun ity Trust (UTMA # lof 2) — None — Sold (part)
Legg Mason Opportun ity Trust (UTMA # H20f2) — None — Sold (part)
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 fy
Liability — Occidental College — Tuition gm
Spouse's income — 2017 — Metro Indusrial Areas Foundation (self emploved community project consulting)
Spouse's income — 2007 — Build, Inc. (W-2 income) Administrator for Community Organization)
Part VII: The Legg Mason Opportunity Trust C fund changed its name to Miller Opportunity Trust
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.