J. Mark Coulson

2015Annual

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Pull out the substance of this filing.

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.

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J. Mark Coulson | Frix