Robert W. Trumble
2018Annual
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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
- 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.