J. Mark Coulson

2020

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Pull out the substance of this filing.

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

What was filed

41
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

Occidental College
University of Vermont
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 529(1 of 2) — None — Sold (part)

MD College Investment Portfolio for Education Today 529(1 of 2) — Sold (part)

MD College Investment Portfolio for Education Today 529(1 of 2) — Buy (add'l)

MD College Investment Portfolio For Education Today 529(2 of 2 — None

John Hancock Freedom 529 Enrollment Porfolio A — None — Sold (part)

John Hancock Freedom 529 Enrollment Porfolio A — Sold (part)

Davis NY Venture C — Dividend — Sold (part)

Davis NY Venture C — Sold

Davis NY Venture A — Dividend — Sold (part)

Franklin Income A — Dividend — Sold (part)

Franklin Income A — Sold (part)

Franklin Income C — Dividend — Sold

Royce Pennsylvania Consult — Dividend — Sold (part)

Clearbridge Small Cap A (IRA) — Dividend

Clearbridge Value Trust A (IRA) — Dividend

Franklin Income A(IRA) — Dividend

QS Batterymarch Int'l Equity A (IRA) — Dividend

Davis NY Venture A (UTMA 1) — Dividend

Miller Opportunity Trust (UTMA 1) — Dividend — Sold (part)

Davis NY A (Adult Dep Acct 1) — Dividend

Miller Opportunity Trust (Adult Dep Acct 1) — 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

Spouse's income — 2020 — Build, Inc. (Administrator for Community Organization) W-2 Income

Lines 37 and 38 of Investments and Trusts: On March 31, 2020, one of my (who is .>21 but still a dependent) converted what had been referred to as

"UTMA 2" in past reports to his own controlled account. I have thus renamed it "Adult Dep. Acct 1" The holdings are unchanged from previous reports.

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.