Robert W. Trumble
2015Annual
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Pull out the substance of this filing.
What was filed
42
investments
0
positions
0
gifts
1
agreements
3
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Pamela Graves
- Chase Bank
- BB&T
- BB&I
- to by-laws/operating agreement for shareholder buy-out upen retirement, departure
- Berkeley County Board of Education: Compensation as a Teacher, Department Chair and Referral Agent
As filed
US Savings Bonds — Interest
Branch Banking and Trust (BB&T) Account iY)
Royalty Interest, Taylor County, WV Alliance Petroleum Corportation — Rovalty
Northwestern Mutual Whole Life Policy — Int/Div
Northwestern Mutual Whole Life Policy — Int/Div
Gamervision, Inc. Stock — None
Huntmgton Bankshares Incorporated Common Stock (HBAN) — Int/Div
American International Group INC (ATWGSH(Y) See Part VIII
Huntimgton Bank IRA (H)
year renewable CD — Interest
Ameriprise Financial IRA (H)
Columbia Acorn International (LAIAX) — Int/Div
Columbia Contrain Core (LCCAX) — Int/Div
Columbia LTD Duration (ALDAX) — Int/Div
Delaware Mid Cap Value (DDVAX) — Int/Div
Looms Strat Income (NFEZX) — Int/Div
MFS Emergmg Markets Debt (MEDAX) — Int/Div
Oppenheimer International Growth {OIGAX) — Int/Div
Pimco Small Cap (PCKAX) — Int/Div — Redeemed
Thomburg Strat Income (TSIAX) — Int/Div
Wells Fargo Premier Lg Growth (EKJAX) — Int/Div
F/TLC Value ETF (FTA) — Int/Div
IShares Short Dur ETF (CS) — Int/Div
Rev Shares Small Cap EFT (RWI) — Int/Div
Guge S&P ETF (RSP) — Int/Div
Gugg S&P Value ETF (RPG) — Int/Div
Wisdom Tree Mid Cap Earnings ETF (EZM) — Int/Div
Cash Sweep-Ameriprise Insured Money Market (AIMMA) — Interest
Columbia Small Cap Index Cl A (NMSAX) — Int/Div — Buy
H) Ameriprise Financial Jt NQ Brokerage Account
Columbia Acorn International (LAIAX) — Int/Div — Redeemed
Columbia Contr Core (LCCAX) — Int/Div — Redeemed
Columbia Dividend Income (LBSAX) — Int/Div — Redeemed
Federated Intercont A (RIMAX) — Int/Div — Redeemed
Fidelity Advisors Strat Income (FSTAX) — Int/Div — Redeemed
Scout Mid Cap (UMBMX) — Int/Div — Redeemed
Wells Fargo Growth Advantage (SGRAX) — Int/Div
Share 1-3 yr.Credit Bond ETF (CSJ)) — Int/Div — Sold
Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest
West Virginia Teachers’ Defined Contribution Plan — Int/Div
Rental Property #1, Morgantown, WV (X) — None
Rental Property #2, Oakland, MD — Rent — Buy — Pamela Graves
Agreement — 1989 — McNeer, Highland, McMunn and Vamer L.C.: By-laws/operating agreement contaming terms of a shareholders buy out upon retirement/depirture, No control.
Liability — Chase Bank — Credit Card
Liability — BB&T — Mortgage on Rental Property #1, Morgantown, WV (Pt VII, linc 41)
Liability — BB&I — Mortgage on Rental Property #2, Oukland, MD (Pt VII, line 42)
Income — to by-laws/operating agreement for shareholder buy-out upen retirement, departure
Spouse's income — 2015 — Berkeley County Board of Education: Compensation as a Teacher, Department Chair and Referral Agent
1.) Part 11, page 1, line 1-Pursuant to the terms of the shareholder agreement, | receive a buy-out of my interest in the firm and compensation for legal services
rendered before becoming a United States Magistrate Judge. The amount is a calculated amount and is to be paid over a period of years. The amount paid is not
related to the firm's profits earned after my departure, but represents the value of my interest in the firm,
2.) Part VII, page 4, line 8 This fund was inadvertantly identified as "Buy" in Column D (1) of my Annual Report for the reporting period 01/01/2014 - 12/31/2014,
and should have been identified as "Sold". This fund was brought over in kind from a Wells Fargo 401k and sold upon arrival in September 2014. Therefore any
gain was very small--cost basis for the Well Fargo 401k was not listed as it is not needed for a 401k and after account closure the gains/losses are kept.
3.) Part VII, page 6, line 40 - This is a retirement account. | am not a joint owner of this account.
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.