| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
40986.91 |
151 - 179 Days |
No |
2670.56 |
7-30 Days |
S-4 |
38591.50 |
None |
Yes |
Liberty Mortgage Services Corp. |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
34703.15 |
151 - 179 Days |
No |
2308.57 |
7-30 Days |
S-5 |
31195.56 |
None |
No |
|
Treasury |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
33453.89 |
151 - 179 Days |
Yes |
377.38 |
7-30 Days |
S-6 |
36942.04 |
Full |
Yes |
Liberty International Finance Ltd. |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
16406.60 |
151 - 179 Days |
No |
996.51 |
<7 Days |
S-7 |
14815.98 |
Full |
No |
|
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
24573.61 |
180 - 270 Days |
No |
2086.16 |
31-90 Days |
A-0-Q |
24658.94 |
Partial |
No |
|
Capital Markets |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
29675.72 |
180 - 270 Days |
Yes |
2639.76 |
<7 Days |
A-1-Q |
30798.04 |
None |
No |
|
Wholesale Lending |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
21845.78 |
180 - 270 Days |
Yes |
610.08 |
7-30 Days |
A-2-Q |
17574.51 |
Full |
Yes |
Liberty International Finance Ltd. |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
15329.83 |
180 - 270 Days |
Yes |
165.56 |
31-90 Days |
A-3-Q |
16122.10 |
Partial |
Yes |
Liberty Wealth Management LLC |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
36063.60 |
180 - 270 Days |
Yes |
2270.87 |
31-90 Days |
A-4-Q |
34338.34 |
Partial |
Yes |
Liberty Capital Markets Inc. |
Capital Markets |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
17580.98 |
180 - 270 Days |
No |
1520.27 |
<7 Days |
A-5-Q |
18544.69 |
Partial |
Yes |
Liberty Capital Markets Inc. |
Wholesale Lending |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
4408.82 |
180 - 270 Days |
No |
365.94 |
7-30 Days |
CB-1-Q |
4030.30 |
Partial |
Yes |
Liberty Mortgage Services Corp. |
Wholesale Lending |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
24048.79 |
180 - 270 Days |
Yes |
1372.76 |
91-180 Days |
CB-2-Q |
24913.96 |
None |
Yes |
Liberty Capital Markets Inc. |
Capital Markets |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
4886.77 |
180 - 270 Days |
Yes |
331.85 |
31-90 Days |
S-1-Q |
5106.38 |
Full |
Yes |
Liberty Wealth Management LLC |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
38385.77 |
180 - 270 Days |
No |
371.94 |
7-30 Days |
S-2-Q |
38870.67 |
Partial |
Yes |
Liberty Wealth Management LLC |
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
36537.46 |
180 - 270 Days |
No |
3173.34 |
91-180 Days |
S-3-Q |
40522.46 |
Partial |
No |
|
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
43732.23 |
180 - 270 Days |
Yes |
2674.29 |
<7 Days |
S-4-Q |
46947.81 |
None |
No |
|
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
9874.27 |
180 - 270 Days |
No |
699.24 |
91-180 Days |
CB-3-Q |
9762.50 |
Full |
Yes |
Liberty International Finance Ltd. |
Capital Markets |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
36477.31 |
180 - 270 Days |
Yes |
593.67 |
7-30 Days |
G-1-Q |
33795.87 |
Full |
No |
|
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
40273.23 |
180 - 270 Days |
No |
3911.36 |
<7 Days |
G-2-Q |
38641.11 |
Partial |
No |
|
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
14252.55 |
180 - 270 Days |
Yes |
1079.48 |
7-30 Days |
G-3-Q |
16383.78 |
Full |
No |
|
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
6543.10 |
180 - 270 Days |
No |
482.70 |
7-30 Days |
S-5-Q |
6032.69 |
None |
No |
|
Wholesale Lending |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
30028.50 |
180 - 270 Days |
No |
1761.49 |
91-180 Days |
S-6-Q |
29966.13 |
Full |
No |
|
Treasury |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
1271.90 |
180 - 270 Days |
No |
28.21 |
<7 Days |
S-7-Q |
1398.65 |
Full |
Yes |
Liberty Wealth Management LLC |
Capital Markets |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
29205.86 |
180 - 270 Days |
No |
1941.17 |
91-180 Days |
E-1-Q |
29318.29 |
None |
Yes |
Liberty Wealth Management LLC |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
15676.74 |
180 - 270 Days |
No |
497.90 |
7-30 Days |
E-2-Q |
13523.06 |
Full |
Yes |
Liberty Capital Markets Inc. |
Trading |