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.