Robert W. Trumble

2016Annual

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What was filed

  • 35

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Chase Bank
  • BB&T
  • BB&I
  • to by-laws/operating agreement for shareholder buy-out upen retirement, departure
  • Berkeley County Board of Education: Compensation as a Teacher, Department Chair and Referral Agent

As filed

US Savings Bonds — Interest

Branch Banking and Trust (BB&T) Account iY)

Royalty Interest, Taylor County, WV Alliance Petroleum Corportation — Rovalty

Northwestern Mutual Whole Life Policy — Int/Div

Northwestern Mutual Whole Life Policy — Int/Div

Gamervision, Inc. Stock — None

Huntmgton Bankshares Incorporated Common Stock (HBAN) — Int/Div

Huntington Bank IRA (H)

year renewable CD — Interest

Ameriprise Financial IRA (H)

Columbia Acorn International (LAIAX) — Int/Div

Columbia Contrain Core (LCCAX) — Int/Div

Columbia LTD Duration (ALDAX) — Int/Div

Delaware Mid Cap Value (DDVAX) — Int/Div

Loomis Strat Income (NFEZX) — Int/Div

MFS Emerging Markets Debt (MEDAX) — Int/Div

Oppenheimer International Growth HOIGAX) — Int/Div

Thomburg Strat Income (TSIAX) — Int/Div

Wells Fargo Premier Advantage (EKJAX) — Int/Div

F/TLC Value ETF (FTA) — Int/Div

Shares Short Dur ETF (CS)) — Int/Div

Rev Shares Small Cap EF 1 (RW) — Int/Div

Rydex Guggenheim S&P 500 ETF (RSP) — Int/Div

Rydex Guggenheim Equal Weighted S&P ETF (RPG) — Int/Div

Wisdom Tree Mid Cap Earnings ETF (EZM) — Int/Div

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

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

Columbia Small Cap Index Cl A (NMSAX) — Int/Div

JT Ameriprise Brokerage (H)

Wells Fargo Growth Advantage (SGRAX) — Int/Div

Cash Sweep- Ameriprise Insured Money Market (AIMMA) (Y)

Ameriprise Cash (X) — None

West Virginia Teachers’ Defined Contribution Plan — Int/Div

Rental Property #1, Morgantown, WV (X) — Reat

Rental Property #2, Oakland, MD — Rent

Agreement — 1989 — McNeer, Highland, McMunn and Vamer L.C.: By-laws/operating agreement contaming terms of a shareholders buy out upon retirement/depirture, No control.

Liability — Chase Bank — Credit Card

Liability — BB&T — Mortgage on Rental Property #1, Morgantown, WV (Pt VII, linc 41)

Liability — BB&I — Mortgage on Rental Property #2, Oukland, MD (Pt VII, line 42)

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

Spouse's income — 2016 — Berkeley County Board of Education: Compensation as a Teacher, Department Chair and Referral Agent

1.) Part I, page 1, line 1 - Pursuant to the terms of the sharcholder agreement, | receive 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 19 - This fund was identified on my Annual Report for the reporting period 01/01/2015 - 12/31/2015 as "Wells Fargo Premier Lg Growth

(EKJAX)." Although it is the same fund, 1 identified the fund in my disclosure for this reporting period as "Wells Fargo Premier Advantage (EKJAX)" to aid in

identification.

3.) Part VII, page 5, line 23 « This fund was identified on my Annual Report for the reporting period 01/01/2015 - 12/31/2015 as "Gugg S&P ETF (RSP)."

Although it is the same fund, | identified the fund in my disclosure for this reporting period as "Rydex Guggenheim S&P 500 ETF (RSP)" to aid in identification.

4.) Part VII, page 5, line 24 - This fund was identified on my Annual Report for the reporting period 01/01/2015 - 12/31/2015 as "Gugg S&P Value ETF (RPG)."

Although it is the same fund, I identified the fund in my disclosure for this reporting period as "Rydex Guggenheim Equal Weighted S&P ETF (RPG)” to aid in

identification.

5.) Part VII, page 5, line 29 - This brokerage account was identified on my Annual Report for the reporting period of 01/01/2015 - 12/31/2015 as "(H) Ameriprise

Financial Jt NQ Brokerage Account."

6.) Part VII, page 5, line 33 - This is a retirement account. Tam 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.

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Robert W. Trumble | Frix