Robert W. Trumble
2019
Ask Donna
Pull out the substance of this filing.
What was filed
37
investments
0
positions
0
gifts
1
agreements
2
debts
0
reimbursements
1
income
1
spouse income
Named parties
- BB&T
- Chase Bank
- McNeer, Highland, McMunn and Varner, L.C. Income received pursuant to by-laws/operating agreement for shareholder buy-out upon 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 — Royalty
Northwestern Mutual Whole Life Policy — Dividend
Northwestern Mutual Whole Life Policy — Dividend
Gamervision, Inc. Stock — None
Huntington Bankshares Incorporated Common Stock (HBAN) — Dividend
Huntington Bank IRA (H)
1 year renewable CD — Interest
Amerprise Financial IRA (H)
Columbia Acorn International (ACINX) — Dividend
Columbia Contrain Core (SMGIX) — Dividend
Columbia Limited Duration (CLDZX) — Dividend — Redeemed (part)
Delaware Value (DDVIX) — Dividend
Loomis Saylles Stratigic Income (NEZYX) — Dividend
MFS Emerging Markets (MEDIX) — Dividend
Oppenheimer International Growth Fund (OIGYX) — Dividend
Thornburg Strategic Income (TSIIX) — Dividend
Wells Fargo Advantage (EKJYX) — None
I-Share Credit Share 1-3 yr (IGSB) — Dividend
Oppenheimer S&P Small Cap 600 (RWJ) — Dividend
Invesco S&P 500 Equal Weight (RSP) — Dividend
Invesco S&P 500 Pure Growth (RPG) — Dividend
Wisdom Tree Mid Cap (EZM) — Dividend
SPDR Bloomberg Barclays Aggregate Bond ETF (SPAB) — Dividend
Fidelity Advisor Strategic Income (FSRIX) — Dividend
Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest
Columbia Small Cap Index (NMSCX) — Dividend
Invesco Dynamic Opportunity (VTA) — Dividend
JP Morgan US Equity (JUESX) — Dividend — Buy
JT Amerprise Brokerage (H)
Wells Fargo Growth Fund (SGRNX) — Distribution — Redeemed (part)
Fidelity Advisor Strategic Income (FSRIX) — Dividend — Buy
Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest
Oppenheimer Senior Floating Rate (OOSYX) — Dividend — Redeemed
West Virginia Teachers' Defined Contribution Plan — Dividend
Rental Property, Oakland, MD — None
BB&T, Cash Account — Interest
Agreement — 1989 — McNeer, Highland, McMunn and Varner, 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 — 2019 — McNeer, Highland, McMunn and Varner, L.C. Income received pursuant to by-laws/operating agreement for shareholder buy-out upon retirement/ departure. — $10,671.00
Spouse's income — 2019 — Berkeley County West Virginia Board of Education: Compensation as a Teacher, Department Chair and Referral Agent
1.) Part II, page 1, line 1 - Pursuant to the terms of the shareholder agreement, I 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, Page 5, line 33 - This is a money market account which was opened to hold excess cash from the redemption of the Oppenheimer Senior Floating Rate
(OOSYX) and the purchase of the Fidelity Advisors Strategic Income (FSRIX).
3.) Part VII, Page 6, line 35 - This is a retirement account. I am not a joint 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.