# Robert N. Armen

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30483

## Record

- **Judge:** Robert N. Armen
- **Year:** 2019
- **Pages:** 9

## Text

Dominion Energy stock — Dividend
AT&T stock — Dividend
Marathon Oil Corporation stock — Dividend
Marathon Petroleum Corporation stock — Dividend
Prudential Financial Inc. stock — Dividend
American Electric Power stock — Dividend
Walt Disney Company stock — Dividend
Chevron Corporation stock — Dividend
NRG Energy Inc. stock — Dividend
Frontier Communication Inc. stock — Dividend
PPG Industries Inc. stock — Dividend
PPL Corporation stock — Dividend
Merck & Company stock — Dividend
U.S. Steel Corporation stock — Dividend
CenterPoint Energy Inc. stock — Dividend
Verizon Communications Inc. stock — Dividend
Comcast Corporation stock — Dividend
Exxon-Mobil Corporation stock — Dividend
Apple Inc. stock — Dividend
BNY Mellon Municipal Bond Fund; fka Dreyfus Municipal Bond Fund — Dividend
BNY Mellon Disciplined Stock Fund; fka Dreyfus Disciplined Stock Fund — Dividend
BNY Mellon Opportunistic Mid-Cap Value Fund; fka DreyfusOpp.M-C Value — Dividend
T. Rowe Price International Stock Fund — Dividend
T. Rowe Price Capital Appreciation Fund — Dividend
T. Rowe Price VA Tax-Free Bond Fund — Dividend
Vanguard Federal Money Market Fund — Dividend
Vanguard Long-Term Municipal Bond Fund — Dividend
Vanguard International Growth Fund — Dividend
Vanguard Index Fund - Small Cap Portfolio Fund — Dividend
Mairs & Power Growth Fund — Dividend
Columbia-Threadneedle Contrarian Core Fund — Dividend
Columbia-Threadneedle Tax-Exempt Fund — Dividend
DWS Muncipal Bond Fund — Dividend
Delaware Health Care Fund — Dividend
Fidelity Over-the-Counter Fund — Dividend
Capital One Bank — Interest
Bank of Scotland/Halifax PLC — Interest
U.S. Government obligations — Interest
Virginia Commonwealth Bank — Interest
PNC Bank — Interest
Vanguard Real Estate Index Fund — Dividend
Vanguard Dividend Growth Fund — Dividend
Vanguard Equity Income Fund — Dividend
Vanguard 500 Index Fund — Dividend
Vanguard Index Trust - European Stock Portfolio Fund — Dividend
Vanguard Growth & Income Fund — Dividend
Vanguard Balanced Index Fund — Dividend
Vanguard GNMA Fund — Dividend
Vanguard Long-Term Corporate Bond Fund — Dividend
Vanguard Health Care Fund — Dividend
Vanguard Energy Fund — Dividend
Vanguard Diversified Equity Fund — Dividend
Vanguard Balanced Index Fund — Dividend
Vanguard High Dividend Yield Index Fund — Dividend
Vanguard Mid-Cap Index Fund — Dividend
T. Rowe Price Cash Reserves Fund — Dividend
T. Rowe Price Government Money Fund — Dividend
Vanguard Health Care Fund (see Part VIII) — Dividend
Vanguard Long-Term Bond Index Fund (see Part VIII) — Dividend
Vanguard Long-Term Tax-Exempt Fund (see Part VIII) — Dividend
Vanguard Federal Money Market Fund (see Part VIII) — Dividend
AT&T stock (see Part VIII) — Dividend
Chevron Corporation stock (see Part VIII) — Dividend
Dominion Energy stock (see Part VIII) — Dividend
PPL stock (see Part VIII) — Dividend
Royal Dutch Shell PLC stock (see Part VIII) — Dividend — Sold
Verizon Communications Inc. stock (see Part VIII) — Dividend
Co-trustee (testamentary trust of family member (see Parts VII & VIII)), testamentary trust created by a deceased family member. See Parts VII (lines 58-67, listing the assets in the trust) and VIII.
Filer retired from Federal service as a Special Trial Judge at the United States Tax Court on August 31, 2019, and was no longer a judicial officer of (or otherwise
employed by) the Tax Court (or employed by the Federal Government) after that date. Filer thought that the reporting period for the financial disclosure report
for the year of retirement was the entire calendar year, but upon inquiry on March 6, 2020, to the Financial Disclosure Office of AOUSC, was advised that the
reporting period was only through the date of retirement.
Filer's chambers address is shown in Box 7 of Part I of this Report for the period covered by the reporting period. Filer may be reached thereafter by postal mail at
P.O. Box 1382, White Stone, VA 22578.
Part I. "Positions"
Filer is co-trustee of a testamentarty trust created by filer's deceased for the principal benefit of surviving . Other co-trusee
is filer's . Neither co-trustee is compensated, and neither trustee has any equitable interest whatsoever (whether remote, contingent, reversionary, or
otherwise) in either the trust corpus or the trust income. Trust assets are all either shares in mutual funds or stock in Fortune 500 companies, as per lines 58-67 of
Part VII of this Report and as noted below in the final line of this Part.
Part VII. "Investments and Trusts"
As of June 3, 2019, "Dreyfus" mutual funds (see lines 20-22 of Part VII of this Report) became "BNY Mellon" mutual funds per a tax-free corporate
reorganization. ("BNY" is Bank of New York.) Although December 13, 2019, is outside the reporting period of this Report, it should be noted that as of such
date, BNY Mellon Disciplined Stock Fund (see line 21 of Part VII of this Report) became "Nationwide Mellon Disciplined Value Fund" in a tax-free corporate
reorganization. Also in Line 21 of Part VII of this Report, "DreyfusOpp.M-C Value" is shorthand for "Dreyfus Opportunistic Mid-Cap Value Fund".
Savings accounts and some investments automatically reinvest earnings, adding same to principal. Some brokerage-related income is retained and reinvested.
Certain assets in individual retirement accounts (i.e., IRAs) may be sold in part on a pro rata basis to generate required minimum distributions (RMDs) as required
by IRS rules and regulations because of the filer's age. Government savings bonds (i.e.., EE bonds) are typically redeemed upon maturity.
Assets listed in lines 58-67 of Part VII of this Report are assets held by the trust that is referenced above and in Part I of this Report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30483. Public record. Not legal advice.
