Robert W. Trumble

2017Annual

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What was filed

  • 35

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • R. Tallada
  • BB&T
  • to by-laws/operating agreement for shareholder buy-out upen retirement, departure,
  • Berkeley County West Virginia Board of Education: Compensation as a Teacher, Department Chair and Referral Agent

As filed

US Savings Bonds — Interest

Royalty Interest, Taylor County, WV Alliance Petroleum Corporation — Rovalty

Northwestern Mutual Whole Life Policy — Int/Div

Northwestern Mutual Whole Life Policy — Int/Div

Gamervision. Inc. Stock — None

Huntington Bankshares Incorporated Common Stock (HBAN) — Int/Div

Huntington Bank IRA (H)

1 vear renewable CD — Interest

Amerprise Financial IRA (H)

Columbia Acorn International (ACINX)* — Distribution

Columbia Contrain Core (SMGIX)* — Int/Div

Columbia Limited Duration (CLDZX)* — Int/Div

Delaware Value (DDVIX)* — Int/Div

Loomis Saylles Stratigic Income (NEZYX)* — Int/Div

MFS Emerging Markets (MEDIX)* — Int/Div

Oppenheimer International Growth Fund OIGYX)* — Int/Div

Thomburg Strategic Income (TSIIX)* — Int/Div

Wells Fargo Advantage (EKJYX)* — Distribution

First Trust Large Value ETF (FTA) — Int/Div — Sold

Share Credit Share 1-3 yr ETF (CSJ) — Int/Div

Revenue Share Small Cap ETF (RW) — Int/Div

Rydex Guggenheim S&P S00 E11 (RSP) — Int/Div

Rydex Guggenheim Equal Weighted S&P ETF (RPG) — Int/Div

Wisdom Tree Mid Cap (EM) — Int/Div

SPDR Bloomberg BArclays Aggregate Bond ETF (SPAB** — Int/Div

Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest

Columbia Small Cap Index CI I (NMSCX)* INMSAX) — Int/Div

Invesco Dynamic Opportunity — Int/Div — Buy

JT Amerprise Brokerage (H)

Wells Fargo Growth Fund (SGRNX)* — Int/Div — Sold (part)

Vanguard Short Term Corp Bond (VCSH) — Int/Div — Buy

Cash Sweep- Amerprise Insured Money Market (AIMMA) (Y) will fall off

West Virginia Teachers’ Defined Contribution Plan — Int/Div

Rental Property #1, Morgantown, WV — Reat — Sold — R. Tallada

Rental Property #2, Oakland, MD — None

Agreement — 1989 — McNeer, Highland, McMunn and Vamer, L.C.: By-laws/operating agreement containing terms of shareholder buy-out upon retirement/departure. No control,

Liability — BB&T — Mortgage on Rental Property #1, Morgantown, WV (Pt VII, Line 34)

Liability — BB&T — Mortgage on Rental Property #2, Oakland, MD (Pt VII, line 35)

Income — to by-laws/operating agreement for shareholder buy-out upen retirement, departure,

Spouse's income — 20:7 — Berkeley County West Virginia 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, | recive a buy-out of my interest in the firm and compensation for legal services

rendered before becoming a Unite 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, lines 11, 12, 13, 14, 15, 16, 17 - All securities listed with an asterisk were part of a share class conversion from Class A into Class 1. There

were no trades or purchases associated with this conversion. The securities impacted are listed below:

Columbia Acorn Intemational from LAIAX to ACINX

Columbia Contrian Core from LCCAX to SMGIX

Columbia Limited Duration from ALDAX to CLDZX

Delaware Value from DDVAX to DDVIX

Loomis Saylles from NFEZX to NEZYX

MFS Emerging Markets from MEDAX to MEDIX

Oppenheimer International Growth Fund from OIGAX to OIGYX.

3.) Part VII, page 5, lines 18, 19, 28 - All securities listed with an asterisk were part of a share class conversion from Class A into Class |. There were no trades or

purchases associated with this conversion, The securities impacted are listed below:

Thomburg Stategic Income from TSIAX to TSIIX

Wells Fargo Advantage from EKJAX to EKIYX

Columbia Small Cap Index Cl | NMSAX to NMSCX.

4.) Part VII, page S, line 26 - BNDS which was on my 2016 report - changed its name to SPAB in October 2017 - no buy or sell occurred,

5.) Part VII, Page 5, line 33 - This is a retirement account. Iam not & point 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