Robert W. Trumble
2014Annual
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What was filed
66
investments
5
positions
0
gifts
1
agreements
1
debts
0
reimbursements
2
income
1
spouse income
Named parties
- McNeer, Highland, McMunn and Vamer, L.C
- Millpomt Cinzens Association, LTD
- Family Death Estate
- City of Martinsburg, West Virginia
- Executive Office of the United States Trustee
- Chase Bank
- McNeer, Highland, McMunn and Vamer, L.C. Gross income carnered as a practicing attorney for services rendered to clients
- MHMV-Empire, LLC Income as a member of a single asset LLC
- Berkeley County Board of Education: Compensation as a Teacher, Department Chair and Referral Agent
As filed
Automobile — None
US Savings Bonds — Interest
Branch Banking and Trust (BB&T) Account — Interest
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
Family Death Estate — Closed
Huntington National Bank Account — None — Distributed
US Savings Bonds — Interest — Distnbuted
MetLife Stock — None
126.75 Acres, Taylor County, West Virginia — None
Mineral Rights 126.75 Acres, Taylor County, West Virginia — None
Huntington Bankshares Incorporated Common Stock (HBAN) — Int/Div
Wells Fargo 401k (H)
American International Group INC {AIWGS) In Kind from Wells Firgo — Int/Div — Buy
American International Group (AIG)-- See Part VIII — None — Sold
Citi Group- See Part VIII — Int/Div — Sold
Exxon Mobile (XOM) — Int/Div — Sold
Fanme Mae (FNMA) — None — Redeemed
Invesco American Value Fund (MSVCX) — Int/Div — Redeemed
Blackrock Global Allocation (MDLAX)- See Part VIII — Int/Div — Redeemed
Delaware Group Small Cap Value Fund (DEVLX)-See PantVIl — Int/Div — Redeemed
Federated Kaufmann Fund-C (KALCX) — Int/Div — Redeemed
Russell Investment Growth (RALCX) — Int/Div — Redeemed
Lord Abbett Value Opportunities Fund (LVOCX) — Int/Div — Redeemed
Sunamerica Focused Large Cap (SFLAX) — None — Redeemed
Wells Fargo Advantage Index {WFINX) — Int/Div — Redeemed
Lord Abbett Small Cap Blend (Y)
Cash Sweep-Wells Fargo (X) — Interest — Redeemed
Huntington Bank IRA (H)
year renewable CD — Interest
Ameriprise Financial IRA (H)
Columbia Acorn International (LAIAX) — Int/Div — Buy
Columbia Contrain Core (LCCAX) — Int/Div — Buy
Columbia LTD Duration (ALDAX) — Int/Div — Buy
Delaware Mid Cap Value (DDVAX) — Int/Div — Buy
Loomis Strat Income (NFEZX) — Int/Div — Buy
MFS Emerging Markets Debt (MEDAX) — Int/Div — Buy
Oppenheimer International Growth HOIGAX) — Int/Div — Buy
Pimco Small Cap (PCKAX) — Int/Div — Buy
Thomburg Strat Income (TSIAX) — Int/Div — Buy
Wells Fargo Premier Lg Growth (EKJAX) — Int/Div — Buy
F/T LC Value ETF (FTA) — Int/Div — Buy
IShares Short Dur ETF (CS)) — Int/Div — Buy
Rev Shares Small Cap EFT (RW) — Int/Div — Buy
Guge S&P ETF (RSP) — Int/Div — Buy
Gugg S&P Value ETF (RPG) — Int/Div — Buy
Wisdom Tree Mid Cap Earnings ETF (EZM) — Int/Div — Buy
Cash Sweep-Ameriprise Insured Money Market (AIMMA) — Interest
H) Ameriprise Financial Jt NQ Brokerage Account
Columbia Acorn International (LAIAX) — Int/Div
Columbia Contr Core (LCCAX) — Int/Div
Columbia Dividend Income (LBSAX) — Int/Div
Federated Intercont A (RIMAX) — Int/Div
Fidelity Advisors Strat Income (FSTAX) — Int/Div
Pimco Total Return (P1 TAX) — Int/Div — Redeemed
Pimco Low Duration (PTLAX) — Int/Div — Redeemed
Pimco Small Cap (PCKAX) — Int/Div — Redeemed
Scout Mid Cap (UMBMX) — Int/Div
Wells Fargo Growth Advantage (SGRAX) — Int/Div
Share 1-3 yr.Credit Bond ETF (CS)) — Int/Div — Buy
Putnam Investors Lg Cap (PPIAX) (Y)
Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest
RS Value (RSVAX)LY)
West Virginia Teachers’ Defined Contribution Plan — Int/Div
Dwrector/Sharcholder/Vice President, McNeer, Highland, McMunn and Vamer, L.C
Board Member, Millpomt Cinzens Association, LTD
Executor, Family Death Estate
Municipal Judge-Substitute, City of Martinsburg, West Virginia
Panel Trustee-US Bankruptcy Court Northern District of West Virginia, Executive Office of the United States Trustee
Agreement — 1989 — McNeer, Highland, McMunn and Vamer LC. By-laws/operating agreement containing terms of a shareholders buy out upon retirement/departure. No control.
Liability — Chase Bank — Credit Card
Income — 2014 — McNeer, Highland, McMunn and Vamer, L.C. Gross income carnered as a practicing attorney for services rendered to clients — $104,511.11
Income — 2014 — MHMV-Empire, LLC Income as a member of a single asset LLC — $429.00
Spouse's income — 2014 — Berkeley County Board of Education: Compensation as a Teacher, Department Chair and Referral Agent
1.) Part I, page 1, line 1- Upon my selection as a United States Magistrate Judge, | withdrew from my law firm, resigned as an officer and director and surrendered
my ownership interest. | have no interest in the firm's legal or business practice.
2.) Part I, page 1, line 2- Upon my selection as a United States Magistrate Judge, | withdrew as a member of the single asset LLC and surrendered my membership
interest.
3.) Part I, page 1, line 3- Upon my selection as a United States Magistrate Judge, I resigned as a board member of my neighborhood homeowners’ association.
4.) Part |, page 1, line 4- Prior to my selection as a Untied States Magistrate Judge, a fal report with regard to the Family Death Estate | was submitted and my
duties us an executor were terminated,
5.) Part I, page 1, line 5- Upon my selection as a United States Magistrate Judge, | resigned as a substitute municipal judge for the city of Martinsburg, West
Virginia.
6.) Part I, page 1, line 6- Upon my selection as 4 United States Magistrate Judge, | resigned my position as a panel trustee.
7.) Part I, page |, 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 valu of my interest in the firm.
8.) Part [11, page 2, line | and 2- Fees for legal services performed by me were paid to the firm and my compensation was based on the terms of the shurcholder
agreement. Fees received as a substitute municipal judge and as a panel trustee were treated as income/revenue to the firm.
9.) Part VII, page 7, line 66- This is a retirement account. | am not a joint owner of this account.
10.) Part VII, pages 4 and 5, lines 17, 18, 22, 23-These funds were brought over inkind from Wells Fargo 401k and sold upon arrival. Therefore the gains were
very smiall--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.
11.) Part VII, page 5, line 22 - The stock symbol was incorrectly stated in the Initial Disclosure Report as "MDLOX™. The correct symbol is "MDLAX" and the
symbol has been changed in Column A.
12.) Part VII, page 5, line 27 - The stock symbol was incorrectly stated in the Initial Disclosure Report as "SSFAX". The correct symbol is "SFLAX" and the
symbol has been changed in Column A.
13.) Part VII, page S$, line 29 - This fund was exchanged on July 23, 2013, for the Lord Abbett Value Opportunities Fund (LVOCX). It was identified in the Initial
Disclosure Report due to the time period reporting requirements,
14.) Part VIL, page 5, line 30 - This cush sweep account was incorrectly idenified as an Amerprise Money Market account in the Initial Disclosure Report.
15.) Part VII, page 6, line 50 - The Amerprise FDIC Insured Money Market is now called Amerprise Insured Money Market and uses the symbol "AIMMA®.
16.) Part VIL, page 7, line 61 - The stock symbol was incorrectly stated in the Initial Disclosure Report as "SRGAX". The correct symbol is "SGRAX" and the
symbol has been changed in Column A.
17.) Past VII, page 7, line 63 - This fund was exchanged for Asset No. 53, Columbia Contr Core (LCCAX) on or about March |, 2013.
18.) Part VIL, page 7, line 64 - The Amerprise FDIC Insured Money Market is now called Amerprise Insured Money Market and uses the symbol "AIMMA®.
19.) Part VII, page 7, line 65 - This fund was exchunged for Asset No. 28, Wells Fargo Advantage Index { WFINX) on or about March 1, 2013.
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.