Robert W. Trumble
2020
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Pull out the substance of this filing.
What was filed
190
investments
0
positions
0
gifts
5
agreements
10
debts
0
reimbursements
0
income
5
spouse income
Named parties
- BB&T
- Chase Bank
- Berkeley County West Virginia Board of Education: Compensation as a Teacher, Department Chair, Referral Agent & Special Education County Cooridinator
As filed
US Savings Bonds — Interest — Redeemed (part)
Royality Interest, Taylor County, WV, Alliance Petroleum Corporation — None
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 — Redeemed
Columbia Limited Duration (CLDZX) — Dividend
Delaware Value (DDVIX) — Dividend
Loomis Saylles Stratigic Income (NEZYX) — Dividend
MFS Emerging Markets (MEDIX) — Dividend
Oppenheimer International Growth Fund (OIGYX) — Dividend — Redeemed (part)
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 — Sold (part)
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 — Redeemed
Invesco Dynamic Opportunity (VTA) — Dividend
JP Morgan US Equity (JUESX) — Dividend
Blackrock Inflation Protected Bond (BPRIX)* — Dividend — Buy
PGIM Short Term Corp Bond (PIFZX)* — Dividend — Buy
JT Ameriprise Brokerage (H)
Wells Fargo Growth Fund (SGRNX) — Dividend — Redeemed
Fidelity Advisor Strategic Income (FSRIX) — Dividend — Redeemed
Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest — Redeemed
West Virginia Teachers' Defined Contribution Plan — Dividend
Rental Property, Oakland, MD — None
BB&T, Cash Account — Interest
US Savings Bonds — Interest — Redeemed (part)
Royality Interest, Taylor County, WV, Alliance Petroleum Corporation — None
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 — Redeemed
Columbia Limited Duration (CLDZX) — Dividend
Delaware Value (DDVIX) — Dividend
Loomis Saylles Stratigic Income (NEZYX) — Dividend
MFS Emerging Markets (MEDIX) — Dividend
Oppenheimer International Growth Fund (OIGYX) — Dividend — Redeemed (part)
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 — Sold (part)
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 — Redeemed
Invesco Dynamic Opportunity (VTA) — Dividend
JP Morgan US Equity (JUESX) — Dividend
Blackrock Inflation Protected Bond (BPRIX)* — Dividend — Buy
PGIM Short Term Corp Bond (PIFZX)* — Dividend — Buy
JT Ameriprise Brokerage (H)
Wells Fargo Growth Fund (SGRNX) — Dividend — Redeemed
Fidelity Advisor Strategic Income (FSRIX) — Dividend — Redeemed
Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest — Redeemed
West Virginia Teachers' Defined Contribution Plan — Dividend
Rental Property, Oakland, MD — None
BB&T, Cash Account — Interest
US Savings Bonds — Interest — Redeemed (part)
Royality Interest, Taylor County, WV, Alliance Petroleum Corporation — None
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 — Redeemed
Columbia Limited Duration (CLDZX) — Dividend
Delaware Value (DDVIX) — Dividend
Loomis Saylles Stratigic Income (NEZYX) — Dividend
MFS Emerging Markets (MEDIX) — Dividend
Oppenheimer International Growth Fund (OIGYX) — Dividend — Redeemed (part)
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 — Sold (part)
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 — Redeemed
Invesco Dynamic Opportunity (VTA) — Dividend
JP Morgan US Equity (JUESX) — Dividend
Blackrock Inflation Protected Bond (BPRIX)* — Dividend — Buy
PGIM Short Term Corp Bond (PIFZX)* — Dividend — Buy
JT Ameriprise Brokerage (H)
Wells Fargo Growth Fund (SGRNX) — Dividend — Redeemed
Fidelity Advisor Strategic Income (FSRIX) — Dividend — Redeemed
Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest — Redeemed
West Virginia Teachers' Defined Contribution Plan — Dividend
Rental Property, Oakland, MD — None
BB&T, Cash Account — Interest
US Savings Bonds — Interest — Redeemed (part)
Royality Interest, Taylor County, WV, Alliance Petroleum Corporation — None
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 — Redeemed
Columbia Limited Duration (CLDZX) — Dividend
Delaware Value (DDVIX) — Dividend
Loomis Saylles Stratigic Income (NEZYX) — Dividend
MFS Emerging Markets (MEDIX) — Dividend
Oppenheimer International Growth Fund (OIGYX) — Dividend — Redeemed (part)
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 — Sold (part)
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 — Redeemed
Invesco Dynamic Opportunity (VTA) — Dividend
JP Morgan US Equity (JUESX) — Dividend
Blackrock Inflation Protected Bond (BPRIX)* — Dividend — Buy
PGIM Short Term Corp Bond (PIFZX)* — Dividend — Buy
JT Ameriprise Brokerage (H)
Wells Fargo Growth Fund (SGRNX) — Dividend — Redeemed
Fidelity Advisor Strategic Income (FSRIX) — Dividend — Redeemed
Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest — Redeemed
West Virginia Teachers' Defined Contribution Plan — Dividend
Rental Property, Oakland, MD — None
BB&T, Cash Account — Interest
US Savings Bonds — Interest — Redeemed (part)
Royality Interest, Taylor County, WV, Alliance Petroleum Corporation — None
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 — Redeemed
Columbia Limited Duration (CLDZX) — Dividend
Delaware Value (DDVIX) — Dividend
Loomis Saylles Stratigic Income (NEZYX) — Dividend
MFS Emerging Markets (MEDIX) — Dividend
Oppenheimer International Growth Fund (OIGYX) — Dividend — Redeemed (part)
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 — Sold (part)
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 — Redeemed
Invesco Dynamic Opportunity (VTA) — Dividend
JP Morgan US Equity (JUESX) — Dividend
Blackrock Inflation Protected Bond (BPRIX)* — Dividend — Buy
PGIM Short Term Corp Bond (PIFZX)* — Dividend — Buy
JT Ameriprise Brokerage (H)
Wells Fargo Growth Fund (SGRNX) — Dividend — Redeemed
Fidelity Advisor Strategic Income (FSRIX) — Dividend — Redeemed
Cash Sweep- Ameriprise Insured Money Market (AIMMA) — Interest — 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.
Agreement — 1989 — McNeer, Highland, McMunn and Varner, L.C.: By-laws/operating agreement containing terms of shareholder buy-out upon retirement/departure. No control.
Agreement — 1989 — McNeer, Highland, McMunn and Varner, L.C.: By-laws/operating agreement containing terms of shareholder buy-out upon retirement/departure. No control.
Agreement — 1989 — McNeer, Highland, McMunn and Varner, L.C.: By-laws/operating agreement containing terms of shareholder buy-out upon retirement/departure. No control.
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
Liability — BB&T — Mortgage on Rental Property, Oakland, MD (Pt VII, line 34 )
Liability — Chase Bank — Credit Card
Liability — BB&T — Mortgage on Rental Property, Oakland, MD (Pt VII, line 34 )
Liability — Chase Bank — Credit Card
Liability — BB&T — Mortgage on Rental Property, Oakland, MD (Pt VII, line 34 )
Liability — Chase Bank — Credit Card
Liability — BB&T — Mortgage on Rental Property, Oakland, MD (Pt VII, line 34 )
Liability — Chase Bank — Credit Card
Spouse's income — 2020 — Berkeley County West Virginia Board of Education: Compensation as a Teacher, Department Chair, Referral Agent & Special Education County Cooridinator
Spouse's income — 2020 — Berkeley County West Virginia Board of Education: Compensation as a Teacher, Department Chair, Referral Agent & Special Education County Cooridinator
Spouse's income — 2020 — Berkeley County West Virginia Board of Education: Compensation as a Teacher, Department Chair, Referral Agent & Special Education County Cooridinator
Spouse's income — 2020 — Berkeley County West Virginia Board of Education: Compensation as a Teacher, Department Chair, Referral Agent & Special Education County Cooridinator
Spouse's income — 2020 — Berkeley County West Virginia Board of Education: Compensation as a Teacher, Department Chair, Referral Agent & Special Education County Cooridinator
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 30 - * Indicates a new investment added to the portfolio.
3.) Part VII, Page 5, line 31 - * Indicates a new investment added to the portfolio.
4.) Part VII, Page 5, line 32 - The JT Ameriprise Brokerage account was liquidated on 2/7/2020 and the cash was distributed. It did not exist at the close of the
reporting period.
5.) Part VII, Page 6, line 36 - This 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.