J. Mark Coulson
2015Annual
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What was filed
32
investments
0
positions
0
gifts
0
agreements
2
debts
1
reimbursements
1
income
2
spouse income
Named parties
- The Park School of Baltimore
- Chase Bank
- Gl rin eats or wiih in, grin £ Luw Center Advanced E Discovery Institute
- Deferred compensation payment from Miles & Stockbridge PC
- The McDonogh School (1099 self employed health education 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
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
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 — Sold (part)
Henderson International Opportunities — Int/Div — Sold (part)
Ivy Asset Strategy C — Int/Div — Sold (part)
Legg Mason Opportunity Trust C — Int/Div — Sold (part)
Royce Pennsylvania Consult — Int/Div — Sold (part)
Clearbridge Special Inv. Trust ( — Int/Div
Clearbridge Value Trust — Int/Div
QS Batterymarch Emerging Markets ( — Int/Div
OS Batterymarch Int'l. Equity — Int/Div
Davis NY Venture C(UTMA 2 1) — Int/Div
Legg Mason Opportunity Trust (UTMA # 1) (Cont'd) — Int/Div
Davis NY Venture C (UTMA #2) — Int/Div — Sold (part)
Legg Mason Opportun ity Trust (UTMA # 2) — Int/Div — Sold (part)
Legg Mason Opportunity Trust (UTMA # 2) (Cont'd. — Int/Div — 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 for minor children
Liability — Chase Bank — Visa (revolving credit)
Reimbursement — Gl rin eats or wiih in, grin £ Luw Center Advanced E Discovery Institute — ry EE — fo JEL Ji eimai — Electronic Discovery — TE J) a Ra WN.
Income — 1/15115 — Deferred compensation payment from Miles & Stockbridge PC — $23,170.00
Spouse's income — 2015 — The McDonogh School (1099 self employed health education consulting)
Spouse's income — 2015 — Build, Inc. (W-2 income) Administrator for Community Organization)
Part 11: Agreements: my prior employment as an attorney at Miles & Stockbridge ended on July 31, 2014 and was governed by the 2000 agreement referenced. to
include distribution of deferred compensation in January of 2015
1 was paid deferred compensation in January of 2015 in the amount of $23,170. Tam not due
any additional compensation from my former employer.
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.