Robert W. Trumble

2018Annual

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Pull out the substance of this filing.

What was filed

  • 35

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • BB&T
  • Chase Bank
  • 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

Royality 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) — Int/Div

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 — Sold (part)

Oppenheimer International Growth Fund HOIGY X) — Int/Div

Thomburg Strategic Income (TSX) — Int/Div

Wells Fargo Advantage (EKJYX) — None

1-Share Credit Share 1-3 vr (1GSB)* — Int/Div

Oppenheimer S&P Small Cap 600 (RW))* — Int/Div

Invesco S&P 500 Equal Weight (RSP)* — Int/Div

Invesco S&P S00 Pure Growth (RPG)* — Int/Div

Wisdom Tree Mid Cap (EZM) — Int/Div

SPDR Bloomberg Barclays Aggregate Bond ETF (SPAB) — Int/Div

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

Columbia Small Cap Index (NMSCX) — Int/Div

Invesco Dynamic Opportunity (VTA) — Int/Div

IT Amerprise Brokerage (H)

Wells Fargo Growth Fund (SGRNX) — Int/Div

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

Fidelity Advisor Strategic Income (FSRIX) — Int/Div — Buy

Oppenheimer Senior Floating Rate {O0SYX) — Int/Div — Buy

West Virginia Teachers’ Defined Contribution Plan — Int/Div

Rental Property. Oakland, MD — None

BB&T, Cash Account — Interest

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, Oakland, MD (Pt VII, line 34 )

Liability — Chase Bank — Credit Card

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

Spouse's income — 2018 — 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 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, pages, lines 19, 20, 21, 22 - All securities listed with an asterisk remained the same with no trades occurring during the reporting period. However, the

securities did have a name change or a ticker symbol change.

3.) Part VII, Page 5, line 33 - This is a retirement account. | am not a pint 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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