This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Linda McMahon departed April 13, 2019
Small Business Administration (joined: Feb. 14, 2017)
Administrator, Office of the Administrator | Financial Disclosure »
Former Positions Outside Government
- APCO Worldwide International Advisory Board Member
- American Corporate Partners Member, Board of Trustees
- Bandito Entertainment LLC Managing Member
- Close Up Foundation Member, Board of Trustees
- Family Trust 1 Trustee (Trust dissolved in 12/2016)
- Family Trust 12 Power holder (select independent trustee)
- Family Trust 13 Trustee; power holder (full powers regarding trust distributions and amendment, modification and revocation)
- Family Trust 6 Investment Direction Adviser; Distribution Adviser; power holder (select various fiduciaries)
- Family Trust 8 Investment Direction Adviser; Distribution Adviser; power holder (full powers regarding trust distributions and amendment, modification and revocation)
- Family Trust 9A Power holder (co-holder, with spouse, of full powers regarding trust distributions, investments, termination and trustee appointments)
- Family Trust 9B Power holder (co-holder, with spouse, of full powers regarding trust distributions, investments, termination and trustee appointments
- McMahon Ventures, LLC Managing Member
- Sacred Heart University Vice Chair, Board of Trustees; Member of Board of Trustees
- Vince & Linda McMahon Family Foundation, Inc. Member/Direct or/Secretary/Tre asurer
- Women's Leadership LIVE LLC Co- Founder/CEO
Employment Assets
| Description | Value | Income |
|---|---|---|
| Blackrock Health Sciences Fund (SHSSX) | $250,001 - $500,000 | $15,001 - $50,000 |
| Blackrock Strategic Income Fund (BSIIX) | $250,001 - $500,000 | $5,001 - $15,000 |
| Federated Strategic Value Dividend (SVAIX) | $100,001 - $250,000 | $1,001 - $2,500 |
| Fundvantage Polen Growth (POLIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Goldman Sachs Small/Mid Cap (GSMYX) | $100,001 - $250,000 | $2,501 - $5,000 |
| JP Morgan Strategic Income (JSOSX) | $50,001 - $100,000 | $201 - $1,000 |
| Kopernik Global All Cap (KGGIX) | $100,001 - $250,000 | $201 - $1,000 |
| Loomis Sayles Strategic Income (NEZYX) | $250,001 - $500,000 | $15,001 - $50,000 |
| Oppenheimer Developing Markets (ODVYX) | $100,001 - $250,000 | $1,001 - $2,500 |
| Principal Global Diversified Income (PGDPX) | $250,001 - $500,000 | $15,001 - $50,000 |
| Allianz NFJ Dividend Value (ADJPX) | None (or less than $1,001) | $5,001 - $15,000 |
| Goldman Sachs Strategic Income (GSZIX) | None (or less than $1,001) | $2,501 - $5,000 |
| Morgan Stanley Bank NA (Cash/Money Mkt) | $1,001 - $15,000 | None (or less than $201) |
| Women's Leadership LIVE LLC, (provides services to make women better leaders, member interest) | $250,001 - $500,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Colony, TX Bond (Cusip 19624KLF6) | None (or less than $1,001) | $2,501 - $5,000 |
| CT Gen Rev Bond (Cusip 207737CL9) | None (or less than $1,001) | $5,001 - $15,000 |
| Danbury, CT Bond (Cusip 2358653W0) | None (or less than $1,001) | $5,001 - $15,000 |
| Denton, TX Bond (Cusip 248866NP6) | None (or less than $1,001) | $5,001 - $15,000 |
| Grand Rapids, MI Bond (Cusip 386244UL9) | None (or less than $1,001) | $15,001 - $50,000 |
| Mass Cons Bond (Cusip 57582NS71) | None (or less than $1,001) | $5,001 - $15,000 |
| Massachusetts BE Bond (Cusip 57583UNE4) | None (or less than $1,001) | $15,001 - $50,000 |
| Montgomery County Bond (Cusip 613681R49) | None (or less than $1,001) | $2,501 - $5,000 |
| Northeast WI Bond (Cusip 66440ALH7) | None (or less than $1,001) | $2,501 - $5,000 |
| Regional Transit Bond, Illinois (Cusip 759911XU9) | None (or less than $1,001) | $2,501 - $5,000 |
| Valdosta & Low, GA Bond (Cusip 919112DP4) | None (or less than $1,001) | $50,001 - $100,000 |
| WA DC Tran Bond (Cusip 938782DN6) | None (or less than $1,001) | $50,001 - $100,000 |
| Arizona St BD Regents Bond (Cusip 04048RAV8) | $15,001 - $50,000 | $2,501 - $5,000 |
| Danbury, CT GO Bond (Cusip 235865S52) | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| New Milford, CT Bond (Cusip 647480PK2) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Wilton, CT Bond (Cusip 972499VR5) | $100,001 - $250,000 | $15,001 - $50,000 |
| Missouri St Board Bond (Cusip 606341DA0) | $250,001 - $500,000 | $15,001 - $50,000 |
| Wilton, CT GO Bond (Cusip 972499VS3) | $100,001 - $250,000 | $15,001 - $50,000 |
| Arizona Transit Bond (Cusip 040647DQ9) | $250,001 - $500,000 | $15,001 - $50,000 |
| Connecticut St Health Bond (Cusip 20774U2S3) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Norwalk, CT GO Bond (Cusip 668844AL7) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| Wilton, CT GO Bond (Cusip 972499VT1) | $100,001 - $250,000 | $5,001 - $15,000 |
| Glastonbury, CT GO Bond (Cusip 377298YS7) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Newtown, CT GO Bond (Cusip 653234WH3) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Norwalk, CT GO Bond (Cusip 668844AM5) | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| Southington, CT GO (Cusip 844402WG8) | $250,001 - $500,000 | $15,001 - $50,000 |
| Wilton, CT GO Bond (Cusip 972499VU8) | $100,001 - $250,000 | $5,001 - $15,000 |
| Ohio State Bond (Cusip 6775214B9) | $100,001 - $250,000 | $15,001 - $50,000 |
| Arizona St Transit Bond (Cusip 040654XG5) | $100,001 - $250,000 | $15,001 - $50,000 |
| Hamilton, OH Bond (Cusip 407756J71) | $100,001 - $250,000 | $15,001 - $50,000 |
| Tucson, AZ Water Bond (Cusip 8987966J1) | $100,001 - $250,000 | $5,001 - $15,000 |
| Michigan Finance Auth Bond (Cusip 59447PTX9) | $250,001 - $500,000 | $15,001 - $50,000 |
| Virginia Commonwealth Transit Bond (Cusip 927790GQ2) | $250,001 - $500,000 | $15,001 - $50,000 |
| New York City Transit Bond (Cusip 64971QK85) | $100,001 - $250,000 | $15,001 - $50,000 |
| Massachusetts St Water Bond (Cusip 57605AEJ1) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Virginia College Bldg Bond (Cusip 927781YV0) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| Florida State Board Bond (Cusip 34153P6X1) | $100,001 - $250,000 | $5,001 - $15,000 |
| Massachusetts Commonwealth Fed Bond (Cusip 57583PFT1) | $250,001 - $500,000 | None (or less than $201) |
| Washington St GO Bond (Cusip 93974CJ50) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Pierce County, WA Bond (Cusip 720356D43) | $250,001 - $500,000 | $15,001 - $50,000 |
| Ohio State Genl Bond (Cusip 677521PU4) | $250,001 - $500,000 | $15,001 - $50,000 |
| New York, NY Tran Bd (Cusip 64971QK93) | $250,001 - $500,000 | $15,001 - $50,000 |
| Pasadena, TX Bond (Cusip 7023334Z5) | $250,001 - $500,000 | $15,001 - $50,000 |
| Anne Arundel, MD Bond (Cusip 03588E5J8) | $500,001 - $1,000,000 | None (or less than $201) |
| Arizona St Transit Bond (Cusip 040654XL4) | $250,001 - $500,000 | $15,001 - $50,000 |
| Massachusetts St Genl Bond (Cusip 57582RAE6) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| Houston, TX Util Bond (Cusip 44244CJK4) | $1,001 - $15,000 | $201 - $1,000 |
| Skagit County, WA Bond (Cusip 830201MD8) | $250,001 - $500,000 | $15,001 - $50,000 |
| Washington St GO Bond (Cusip 93974DJN9) | $100,001 - $250,000 | $5,001 - $15,000 |
| Fremont, NEB Bond (Cusip 357415Pl6) | $250,001 - $500,000 | $15,001 - $50,000 |
| NYS Dorm Bond (Cusip 64990EYJ0) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Seattle, WA Bond (Cusip 812631KE8) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| New Braunfels, TX Bond (Cusip 642526ME4) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| Dormitory Authority Bond, NY (Cusip 64990EUY1) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Louisville & Jefferson County Bond (Cusip 546589RT1) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| Energy Northwest Washington Bond (Cusip 29270CH40) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| University Washington Bond (Cusip 91523NLC8) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Dallas Fort Worth, TX Bond (Cusip 235036TS9) | $250,001 - $500,000 | $15,001 - $50,000 |
| Palm Beach County, FL Bond (Cusip 696543RL3) | $500,001 - $1,000,000 | None (or less than $201) |
| Port Auth NY NJ Bond (Cusip 73358WXF6) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Ohio State Bond (Cusip 677522DE1) | $250,001 - $500,000 | $5,001 - $15,000 |
| Dallas Fort Worth, TX Bond (Cusip 235036L65) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| Ohio St Infrastructure Bond (Cusip 677522ND2) | $500,001 - $1,000,000 | None (or less than $201) |
| Pierce County, WA Bond (Cusip 720424YF1) | $500,001 - $1,000,000 | None (or less than $201) |
| Braintree, MA Bond (Cusip 105025B58) | None (or less than $1,001) | $15,001 - $50,000 |
| CT Revolving Bond (Cusip 207737FP7) | None (or less than $1,001) | $50,001 - $100,000 |
| CT ST GO Bond (Cusip 20772GU55) | None (or less than $1,001) | $50,001 - $100,000 |
| CT State Health Bond (Cusip 20774ULR4) | None (or less than $1,001) | $15,001 - $50,000 |
| CT ST GO Bond (Cusip 20772GUC0) | None (or less than $1,001) | $50,001 - $100,000 |
| CT State Health Bond (Cusip 20774UT96) | None (or less than $1,001) | $100,001 - $1,000,000 |
| CT State Tax (Cusip 207758HP1) | None (or less than $1,001) | $15,001 - $50,000 |
| DE Transit Bond (Cusip 246428XR2) | None (or less than $1,001) | $15,001 - $50,000 |
| Florida St Board Bond (Cusip 34153P6X1) | None (or less than $1,001) | $15,001 - $50,000 |
| Frederick County Bond (Cusip 3556943P3) | None (or less than $1,001) | $15,001 - $50,000 |
| Houston, TX Bond (Cusip 44244CHT7) | None (or less than $1,001) | $5,001 - $15,000 |
| Houston Util Bond (Cusip 442435VP5) | None (or less than $1,001) | $15,001 - $50,000 |
| IA Finance Auth Bond (Cusip 46246KA51) | None (or less than $1,001) | $15,001 - $50,000 |
| King S/D, WA Bond (Cusip 494656ZX2) | None (or less than $1,001) | $15,001 - $50,000 |
| Kirkwood Community Bond (Cusip 497592HS7) | None (or less than $1,001) | $5,001 - $15,000 |
| Lexington-Faye Bond (Cusip 52908EXH1) | None (or less than $1,001) | $15,001 - $50,000 |
| MA Cons Bond (Cusip 57582N3B9) | None (or less than $1,001) | $1,001 - $2,500 |
| Metropolitan Bond (Cusip 59259YTM1) | None (or less than $1,001) | $50,001 - $100,000 |
| Minnesota St Bond (Cusip 604129Y26) | None (or less than $1,001) | $5,001 - $15,000 |
| Minnesota St Bond (Cusip 604129YR1) | None (or less than $1,001) | $15,001 - $50,000 |
| New Albany, IN Bond (Cusip 641667LZ1) | None (or less than $1,001) | $50,001 - $100,000 |
| North Carolina Bond (Cusip 65829QCH5) | None (or less than $1,001) | $15,001 - $50,000 |
| North Texas Bond (Cusip 662903NB5) | None (or less than $1,001) | $15,001 - $50,000 |
| PR Hwy Bond (Cusip 745190TT5) | None (or less than $1,001) | $15,001 - $50,000 |
| San Antonio Elec Bond (Cusip 796253K35) | None (or less than $1,001) | $50,001 - $100,000 |
| Commonwealth Bond (Cusip 57583PFT1) | None (or less than $1,001) | $15,001 - $50,000 |
| Triboro Bridge Bond (Cusip 896029YE9) | None (or less than $1,001) | $2,501 - $5,000 |
| Troy, MI Bond (Cusip 897404QD4) | None (or less than $1,001) | $15,001 - $50,000 |
| Univ CT Bond (Cusip 914233RD5) | None (or less than $1,001) | $15,001 - $50,000 |
| York Co GO Bond (Cusip 986438LK3) | None (or less than $1,001) | $15,001 - $50,000 |
| Accenture PLC -Common Stock | $50,001 - $100,000 | $5,001 - $15,000 |
| Activision Blizzard, Inc - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Acuity Brands - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Adobe Systems Incorporated - Common Stock | $100,001 - $250,000 | $15,001 - $50,000 |
| Alexion Pharmaceuticals, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Allergan PLC - Common Stock | $100,001 - $250,000 | None (or less than $201) |
| Alphabet Inc (GOOG) - Common Stock | $250,001 - $500,000 | $2,501 - $5,000 |
| Alphabet Inc (GOOGL) - Common Stock | $100,001 - $250,000 | $15,001 - $50,000 |
| Amazon - Common Stock | $250,001 - $500,000 | $15,001 - $50,000 |
| Amphenol Corp - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Apple Inc. - Common Stock | $250,001 - $500,000 | $50,001 - $100,000 |
| Applied Materials, Inc. - Common Stock | $50,001 - $100,000 | None (or less than $201) |
| ASML Holding N.V. - ADS represents 1 ordinary share | None (or less than $1,001) | $5,001 - $15,000 |
| Becton Dickinson -Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| BHP Billiton Ltd - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| Biogen Idec Inc. - Common Stock | $100,001 - $250,000 | $50,001 - $100,000 |
| Boston Scientific Corp - Common Stock | $50,001 - $100,000 | None (or less than $201) |
| Bristol-Myers Squibb - Common Stock | $100,001 - $250,000 | None (or less than $201) |
| British Amer Tob - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Broadcom - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Canadian National Railway - Common Stock | None (or less than $1,001) | $50,001 - $100,000 |
| CBS Corp - Common Stock | None (or less than $1,001) | $201 - $1,000 |
| CDN Pacific Ry - Common Stock | None (or less than $1,001) | $100,001 - $1,000,000 |
| Celgene Corporation - Common Stock | $100,001 - $250,000 | $50,001 - $100,000 |
| Charles Schwab - Common Stock | $50,001 - $100,000 | None (or less than $201) |
| Cognizant Tech Solutions Corp - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Comcast Corp - Common Stock | $250,001 - $500,000 | $50,001 - $100,000 |
| Constellation Brands - Common Stock | $15,001 - $50,000 | $2,501 - $5,000 |
| Core Laboratories - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Costco Wholesale Corporation - Common Stock | None (or less than $1,001) | $50,001 - $100,000 |
| CVS Health Corp - Common Stock | $100,001 - $250,000 | $15,001 - $50,000 |
| Delta Airlines - Common Stock | $100,001 - $250,000 | $2,501 - $5,000 |
| Diageo PLC - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Dollar Tree, Inc. - Common Stock | $50,001 - $100,000 | $2,501 - $5,000 |
| Eaton Corp - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Ecolab Inc - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Electronic Arts Inc. - Common Stock | $50,001 - $100,000 | $5,001 - $15,000 |
| Equinix, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Estee Lauder - Common Stock | $100,001 - $250,000 | $15,001 - $50,000 |
| Facebook, Inc. - Class A Common Stock | $100,001 - $250,000 | $100,001 - $1,000,000 |
| Gilead Sciences, Inc. - Common Stock | $100,001 - $250,000 | $100,001 - $1,000,000 |
| Home Depot Inc - Common Stock | $100,001 - $250,000 | $15,001 - $50,000 |
| Honeywell International - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Illumina, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Incyte Corporation - Common Stock | $1,001 - $15,000 | $5,001 - $15,000 |
| Ingersoll Rand - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Intercontinental Exchange Group - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| Intuitive Surgical Inc - Common Stock | $100,001 - $250,000 | None (or less than $201) |
| Johnson & Johnson - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| JP Morgan Chase & Co - Common Stock | None (or less than $1,001) | None (or less than $201) |
| Kraft Heinz - Common Stock | $100,001 - $250,000 | $1,001 - $2,500 |
| Kroger Co - Common Stock | $100,001 - $250,000 | None (or less than $201) |
| Las Vegas Sands - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Lockheed Martin - Common Stock | None (or less than $1,001) | $2,501 - $5,000 |
| Lyondellbasell NV - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Mastercard Inc - Common Stock | $250,001 - $500,000 | $5,001 - $15,000 |
| Medtronic - Common Stock | $100,001 - $250,000 | None (or less than $201) |
| MercadoLibre, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Microsoft Corp - Common Stock | $100,001 - $250,000 | $201 - $1,000 |
| Monsanto Co - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Monster Beverage Corporation - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Moodys Corp - Common Stock | $15,001 - $50,000 | $2,501 - $5,000 |
| Nabor Industries - Common Stock | None (or less than $1,001) | $2,501 - $5,000 |
| Nestle - Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Netflix, Inc. - Common Stock | $50,001 - $100,000 | None (or less than $201) |
| Newell Brands - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Nike Inc - Common Stock | None (or less than $1,001) | $100,001 - $1,000,000 |
| Noble Corp - Common Stock | None (or less than $1,001) | None (or less than $201) |
| Northrop Grumman - Common Stock | $50,001 - $100,000 | $2,501 - $5,000 |
| Novartis - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Nvidia Corp - Common Stock | $100,001 - $250,000 | $2,501 - $5,000 |
| NXP Semiconductors N.V. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Oracle Corp - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Paypal Holdings - Common Stock | $100,001 - $250,000 | $2,501 - $5,000 |
| Pioneer Natural Resources - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| PPG Industries - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| The Priceline Group Inc. - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Regeneron Pharmaceuticals, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Roper Technologies - Common Stock | $50,001 - $100,000 | None (or less than $201) |
| Ross Stores, Inc. - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| S&P Global Inc - Common Stock | $50,001 - $100,000 | None (or less than $201) |
| Salesforce.Com Inc - Common Stock | $50,001 - $100,000 | $5,001 - $15,000 |
| Schlumberger - Common Stock | None (or less than $1,001) | $1,001 - $2,500 |
| Servicenow Inc - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Sherwin Williams - Common Stock | $50,001 - $100,000 | $50,001 - $100,000 |
| Splunk Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Starbucks Corporation - Common Stock | $15,001 - $50,000 | $50,001 - $100,000 |
| Suncor Energy - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| Teck Resources - Common Stock | None (or less than $1,001) | $1,001 - $2,500 |
| Tesla Motors, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Thermo Fisher Scientific - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| TJX Cos Inc - Common Stock | $100,001 - $250,000 | $5,001 - $15,000 |
| Ulta Salon Cos - Common Stock | $100,001 - $250,000 | $201 - $1,000 |
| Unilever - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Union Pacific Corp - Common Stock | None (or less than $1,001) | $50,001 - $100,000 |
| Unitedhealth Group - Common Stock | $100,001 - $250,000 | $15,001 - $50,000 |
| Vale - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| Vantiv - Common Stock | $50,001 - $100,000 | $201 - $1,000 |
| VeriSign, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Vertex Pharmaceuticals Incorporated - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Visa Inc - Common Stock | $100,001 - $250,000 | $100,001 - $1,000,000 |
| Vulcan Materials - Common Stock | $50,001 - $100,000 | None (or less than $201) |
| Walmart Stores - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Walt Disney Co - Common Stock | $100,001 - $250,000 | $100,001 - $1,000,000 |
| Blackrock Health Sciences (SHSAX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Blackrock Stategic Income (BASIX) | None (or less than $1,001) | $100,001 - $1,000,000 |
| Blackrock Total Return Fund (MAHQX) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| Delaware Corporate Bond (DGCAX) | None (or less than $1,001) | $50,001 - $100,000 |
| Delaware Diversified Income (DPDFX) | None (or less than $1,001) | $5,001 - $15,000 |
| EV Atlanta SMID Fund (EAASX) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| Federated Strategic Value Fund (SVAAX) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| Goldman Sachs Income Builder Fund (GSBIX) | $250,001 - $500,000 | $50,001 - $100,000 |
| Goldman Sachs Strategic Income (GSZIX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Henderson European Focus (HFEAX) | None (or less than $1,001) | $15,001 - $50,000 |
| Henderson Global Income (HFQAX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Henderson International (HFOAX) | None (or less than $1,001) | $15,001 - $50,000 |
| JP Morgan Income Builder (JNBAX) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| Loomis Investment Grade (LIGRX) | None (or less than $1,001) | $50,001 - $100,000 |
| Loomis Sayles Strategic Income (NEFZX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Natixis Oakmark Fund (NOIAX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Pimco Income (PONAX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Principal Global Diversified (PGBAX) | None (or less than $1,001) | $100,001 - $1,000,000 |
| Virtus Insight Emerging (HEMZX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| HPD Alkeon Growth Partners LP Cl A (Hedge Premier Fund) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| HPD Millennium Strategic Capital LP Cl A (Hedge Premier Hedge Fund) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| HPD Tricadia Credit Strategies Fund II Cl B (Hedge Premier Hedge Fund) | None (or less than $1,001) | $15,001 - $50,000 |
| Skybridge Multi-Advisor Hedge Fund Portfolios LLC - Series G | $1,000,001 - $5,000,000 | None (or less than $201) |
| Morgan Stanley Bank Money Market | $1,000,001 - $5,000,000 | $2,501 - $5,000 |
| Morgan Stanley Money Market Fund | $15,001 - $50,000 | None (or less than $201) |
| AlphaKeys Quadrangle Fund, LLC (Hedge Fund) | $500,001 - $1,000,000 | $5,001 - $15,000 |
| AlphaKeys Real Estate Opportunity Fund II, LLC (Hedge Fund) | $250,001 - $500,000 | $1,001 - $2,500 |
| AlphaKeys Real Estate Opportunity Fund III, LLC (Hedge Fund) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| Ishares MSCI EAFE (EFA) - ETF | $1,001 - $15,000 | None (or less than $201) |
| Ishares S&P 500 Growth (IVW) - ETF | $1,001 - $15,000 | None (or less than $201) |
| Ishares S&P 500 Value (IVE) - ETF | $1,001 - $15,000 | None (or less than $201) |
| Ishares S&P Midcap Growth 400 (IJK) - ETF | $1,001 - $15,000 | None (or less than $201) |
| Ishares S&P Midcap Value 400 (IJJ) - ETF | $1,001 - $15,000 | None (or less than $201) |
| IShares TIPS Bond (TIP) - ETF | $1,001 - $15,000 | None (or less than $201) |
| Spider S&P Dividend (SDY) - ETF | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Int Term Bond (BIV) - ETF | $1,001 - $15,000 | None (or less than $201) |
| Vanguard REIT (VNQ) - ETF | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Total Bond Market (BND) - ETF | $1,001 - $15,000 | None (or less than $201) |
| World Wrestling Entertainment, Inc. Class B Common Stock | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| World Wrestling Entertainment, Inc. Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| World Wrestling Entertainment, Inc. Class B Common Stock | Over $50,000,000 | Over $5,000,000 |
| Family Trust 1 | ||
| World Wrestling Entertainment, Inc. Class B Common Stock | None (or less than $1,001) | Over $5,000,000 |
| Morgan Stanley Bank Money Market | None (or less than $1,001) | $5,001 - $15,000 |
| Family Trust 2 | ||
| John Hancock Life Insurance Company, universal life | $100,001 - $250,000 | $50,001 - $100,000 |
| Phoenix PHL Variable Insurance Company, universal life | $15,001 - $50,000 | $5,001 - $15,000 |
| Family Trust 3 | ||
| Lincoln National Life Insurance Company, universal life | $100,001 - $250,000 | $15,001 - $50,000 |
| Family Trust 4 | ||
| Genworth Life, universal life (no cash surrender value) | $5,001 - $15,000 | |
| Principal Financial Group, universal life (no cash surrender value) | $5,001 - $15,000 | |
| MetLife Insurance Company, universal life | $250,001 - $500,000 | $100,001 - $1,000,000 |
| Prudential Life, universal life | $100,001 - $250,000 | $5,001 - $15,000 |
| Lincoln National Corp, universal life (no cash surrender value) | $1,001 - $2,500 | |
| Acordia Life, universal life | $100,001 - $250,000 | $15,001 - $50,000 |
| Zurich American Life Insurance Company, universal life | $250,001 - $500,000 | $15,001 - $50,000 |
| Family Trust 5 | ||
| New York Life Insurance Company, whole life | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| Penn Mutual Life, universal life | $250,001 - $500,000 | $5,001 - $15,000 |
| Mass Mutual Life, whole life | $500,001 - $1,000,000 | $50,001 - $100,000 |
| Pacific Life, universal life | $15,001 - $50,000 | $2,501 - $5,000 |
| Transamerica Life, universal life (no cash surrender value) | $5,001 - $15,000 | |
| United of Omaha Life, universal life (no cash surrender value) | $2,501 - $5,000 | |
| Protective Life, universal life (no cash surrender value) | $1,001 - $2,500 | |
| Guardian Life, whole life | $250,001 - $500,000 | $2,501 - $5,000 |
| Symetra Life, universal life (no cash surrender value) | $5,001 - $15,000 | |
| John Hancock Life Insurance Company, universal life (no cash surrender value) | $15,001 - $50,000 | |
| U.S. Bank account, checking account | $250,001 - $500,000 | None (or less than $201) |
| Family Trust 6 | ||
| Prudential Life, universal life (no cash surrender value) | $15,001 - $50,000 | |
| U.S. Bank account, checking account | $1,001 - $15,000 | None (or less than $201) |
| Family Trust 7 | ||
| U.S. Bank account, checking account | $1,001 - $15,000 | None (or less than $201) |
| Family Trust 8 | ||
| U. S. Bank account, checking account | $1,001 - $15,000 | None (or less than $201) |
| Family Trust 9A | ||
| Residential real estate, Stamford, CT | $1,000,001 - $5,000,000 | None (or less than $201) |
| Residential real estate , Stamford, CT | $1,000,001 - $5,000,000 | None (or less than $201) |
| Residential real estate, Greenwich, CT | $1,000,001 - $5,000,000 | None (or less than $201) |
| Residential real estate, Las Vegas, NV | $100,001 - $250,000 | None (or less than $201) |
| Waverly 146 LLC (Investment in residential real estate) | ||
| Residential real estate, New York, NY | $5,000,001 - $25,000,000 | None (or less than $201) |
| U.S. Bank account, checking account | $100,001 - $250,000 | None (or less than $201) |
| U.S. Bank account 1, checking account | $500,001 - $1,000,000 | $201 - $1,000 |
| U.S. Bank account 2, checking account | $1,000,001 - $5,000,000 | $1,001 - $2,500 |
| McMahon Ventures, LLC (family office) | ||
| U.S. Bank account, checking account | $100,001 - $250,000 | None (or less than $201) |
| Personal loan to family member | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| Loan to Ms Slattery | None (or less than $1,001) | $2,501 - $5,000 |
| Loan to Ms Lewis | $15,001 - $50,000 | None (or less than $201) |
| 378 South Ocean Boulevard, LLC, (member interest, commercial real estate, Boca Raton, FL) | $15,001 - $50,000 | None (or less than $201) |
| U.S. Bank account 3, checking account | $1,000,001 - $5,000,000 | $1,001 - $2,500 |
| Morgan Stanley Bank Money Market | $25,000,001 - $50,000,000 | None (or less than $201) |
| Distribution Family Trust 10 | None (or less than $1,001) | $71,100 |
| Distribution Family Trust 11 | None (or less than $1,001) | $71,100 |
| Family Trust 9B | ||
| Residential real estate, Stamford, CT | $1,000,001 - $5,000,000 | None (or less than $201) |
| Family Trust 14 | ||
| U.S. Bank account, checking account | $1,001 - $15,000 | None (or less than $201) |
| Bloomfield, CT Bond (Cusip 093851TA1) | None (or less than $1,001) | $1,001 - $2,500 |
| Denton, TX Bond (Cusip 248866NP6) | None (or less than $1,001) | $15,001 - $50,000 |
| Onslow County, NC Bond (Cusip 682845QK1) | None (or less than $1,001) | $5,001 - $15,000 |
| Lincoln & Saga, ME Bond (Cusip 532828AE0) | None (or less than $1,001) | $5,001 - $15,000 |
| Frederick County, MD Bond (Cusip 3556943P3) | None (or less than $1,001) | $15,001 - $50,000 |
| Colony, TX Bond (Cusip 19624KLF6) | None (or less than $1,001) | $5,001 - $15,000 |
| Kirkwood Community, IA Bond (Cusip 497592HS7) | None (or less than $1,001) | $5,001 - $15,000 |
| Northeast, WI Bond (Cusip 66440ALH7) | None (or less than $1,001) | $1,001 - $2,500 |
| MO State Hwy Bond (Cusip 60636WGT6) | None (or less than $1,001) | $15,001 - $50,000 |
| NJ State Transit Bond (Cusip 641667LZ1) | None (or less than $1,001) | $50,001 - $100,000 |
| Actavis PLC - Common Stock | None (or less than $1,001) | $2,501 - $5,000 |
| Allegion Pub - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| ARM Holdings - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| AXA ADS - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| BASF SP ADR - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Brookfield Asset Mgmt - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Eaton Corp - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Ensign Energy - Common Stock | None (or less than $1,001) | $1,001 - $2,500 |
| Express Scripts Holdings - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Finning Intl - Common Stock | None (or less than $1,001) | $201 - $1,000 |
| Fleetcor Technologies - Common Stock | None (or less than $1,001) | $1,001 - $2,500 |
| General Dynamics - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| HCA Holdings - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| IShares MSCI EAFE - ETF | None (or less than $1,001) | $1,001 - $2,500 |
| Manulife Financial Corp - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| O'Reilly Automotive Inc - Common Stock | None (or less than $1,001) | $2,501 - $5,000 |
| Partnerre Holdings - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Starwood Hotels - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
| Talisman Energy - Common Stock | None (or less than $1,001) | $201 - $1,000 |
| Tenaris SA - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| Treehouse Foods Inc - Common Stock | None (or less than $1,001) | $2,501 - $5,000 |
| UBS Group - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| Valeant Pharmaceuticals - Common Stock | None (or less than $1,001) | $5,001 - $15,000 |
| Weatherford Intl - Common Stock | None (or less than $1,001) | $15,001 - $50,000 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Morgan Stanley Private Bank NA | Investment real estate loan | $5,000,001 - $25,000,000 | LIBOR plus 2.5, 5/1 adjustable | 2015 |
| Morgan Stanley Private Bank NA | Demand Line of Credit | Over $50,000,000 | LIBOR plus 1% | 2015 |
| American Express | Credit Card | $15,001 - $50,000 | 0% | 2016 |
| Bank of America MasterCard | Credit Card | $15,001 - $50,000 | 8.74% | 2016 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Fundvantage Polen Growth (POLIX) | $50,001 - $100,000 | None (or less than $201) | |
| Goldman Sachs Small/Mid Cap (GSMYX) | $100,001 - $250,000 | $5,001 - $15,000 | |
| Henderson Int'l (HFOIX) | $250,001 - $500,000 | $5,001 - $15,000 | |
| Kopernik Global All Cap (KGGIX) | $100,001 - $250,000 | $1,001 - $2,500 | |
| MFS Value (MEIIX) | $100,001 - $250,000 | $5,001 - $15,000 | |
| Oppenheimer Developing Markets (ODVYX) | $100,001 - $250,000 | $1,001 - $2,500 | |
| Blackrock Large Cap (MALHX) | None (or less than $1,001) | $5,001 - $15,000 | |
| Fidelity 401k World Wrestling Entertainment, Inc. | |||
| Oakmark EQ & Inc (OAKBX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | |
| FID SM Cap Discoverty (FSCRX) | $250,001 - $500,000 | $50,001 - $100,000 | |
| FID Diversifd Intl K (FDIKX) | $100,001 - $250,000 | $5,001 - $15,000 | |
| FID Contrafund K (FCNKX) | $50,001 - $100,000 | $15,001 - $50,000 | |
| FID Freedom K 2010 (FFKCX) | $50,001 - $100,000 | $2,501 - $5,000 | |
| FID LTD Term Govt (FFXSX) | $50,001 - $100,000 | $201 - $1,000 | |
| PIM Total RT Inst (PTTRX) | $15,001 - $50,000 | $5,001 - $15,000 | |
| Baron Asset Inst (BARIX) | $15,001 - $50,000 | $5,001 - $15,000 | |
| Alzgi NSJ DIV Val I (NFJEX) | $15,001 - $50,000 | $5,001 - $15,000 | |
| EV LG Cap Value I (EILVX) | $15,001 - $50,000 | $5,001 - $15,000 | |
| FID Capital & Income (FAGIX) | $15,001 - $50,000 | $5,001 - $15,000 | |
| FID 500 Index PR (FUSVX) | $15,001 - $50,000 | $2,501 - $5,000 | |
| World Wrestling Entertainment, Inc. | Salary, bonus, 401k match and life insurance payments |
Do you know something about Linda McMahon? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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