Robert W. Trumble

2015Annual

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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.

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Robert W. Trumble | Frix