J. Mark Coulson
2019
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What was filed
44
investments
0
positions
0
gifts
0
agreements
2
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Occidental College
- University of Vermont
- Duke University School of Law
- Build, Inc. (Administrator for Community Organization) W-2 Income
As filed
MONY Whole Life Policy — Dividend
NW Mutual Whole Life Policy #1 — Dividend
NW Mutual Whole Life Policy # 2 — Dividend
NW Mutual Whole Life Policy # 3 — Dividend
NW Mutual Whole Life Policy # 4 — Dividend
Erie Family Life Whole Life Policy — Dividend
TIAA Traditional Fund — Dividend
CREF Social Choice Fund — Dividend
American 2025 Target Ret. C — Dividend
Franklin Templeton Mutual Quest Fund — Dividend
MD College Investment Portfolio for Education Today (1 of 2) — None — Sold (part)
MD College Investment Portfolio for Education Today (1 of 2) — Sold (part)
MD College Investment Portfolio for Education Today (1 of 2) — Sold (part)
MD College Investment Portfolio for Education Today (1 of 2) — Sold (part)
MD College Investment Portfolio For Education Today (2 of 2 — None
John Hancock Freedom 529 Enrollment Porfolio A — None — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)
Davis NY Venture C — Dividend — Sold (part)
Davis NY Venture A — Dividend — Buy
Davis NY Venture A — Sold (part)
Franklin Income A — Dividend — Sold (part)
Franklin Income A — Sold (part)
Franklin Income C — Dividend — Sold (part)
Royce Pennsylvania Consult — Dividend
Clearbridge Small Cap A (IRA) — Dividend — Buy
Clearbridge Small Cap C (IRA) — Dividend — Sold
Clearbridge Value Trust C (IRA) — Dividend — Sold
Clearbridge Value Trust A (IRA) — Dividend — Buy
Franklin Income A(IRA) — Dividend
QS Batterymarch Int'l. Equity C (IRA) — Dividend — Sold
QS Batterymarch Int'l Equity A (IRA) — Dividend — Buy
Davis NY Venture A (UTMA 1) — Dividend
Davis NY Venture C (UTMA 1) — Dividend — Sold
Miller Opportunity Trust (UTMA 1) — Dividend — Sold (part)
Davis NY Venture A (UTMA 2) — Dividend
Davis NY Ventrure C (UTMA 2) — Dividend — Sold
Miller Opportunity Trust (UTMA 2) — Dividend — Sold (part)
PNC Bank Interest Checking — Interest
Capitol One 360 Savings — Interest
Flowers Foods (FLO) Common Stock (family member) — Dividend
Liability — Occidental College — Tuition for Dependent
Liability — University of Vermont — Tuition for Dependent
Reimbursement — Duke University School of Law — 08/15/2019 - 08/16/2019 — Washington, DC — Attend Working Group on E-Discovery — Hotel, transportation, food
Spouse's income — 2019 — Build, Inc. (Administrator for Community Organization) W-2 Income
Lines 11 and 15 of Investments and Trusts: Maryland 529 Porfolio 2018 is now known at Maryland 529 Portfolio for Education Today
Lines 11, 15 and 16 are 529 plans that do not report income but instead show changes in unit value. If units are sold (in whole or in part), the "income" portion is
reported as "Gain" in Column D4
Line 16 of Investments and Trusts: John Hancock Freedom 529 Portfolio 2017-20 changed names to John Hancock Freedom 529 Portfolio A
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.