| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
21320.02 |
83 - 90 Days |
Yes |
807.10 |
91-180 Days |
A-4-Q |
20517.36 |
None |
Yes |
Liberty Capital Markets Inc. |
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
24756.89 |
83 - 90 Days |
No |
710.61 |
7-30 Days |
A-5-Q |
26495.54 |
Full |
Yes |
Liberty Wealth Management LLC |
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
2248.88 |
83 - 90 Days |
Yes |
212.19 |
31-90 Days |
CB-1-Q |
2344.69 |
Partial |
No |
|
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
28177.52 |
83 - 90 Days |
Yes |
965.17 |
31-90 Days |
CB-2-Q |
27903.51 |
None |
No |
|
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
3024.54 |
83 - 90 Days |
Yes |
54.33 |
7-30 Days |
S-1-Q |
2582.70 |
Partial |
No |
|
Investment Banking |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
7628.17 |
83 - 90 Days |
No |
720.86 |
7-30 Days |
S-2-Q |
6867.56 |
None |
Yes |
Liberty International Finance Ltd. |
Investment Banking |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
32918.33 |
83 - 90 Days |
Yes |
469.83 |
7-30 Days |
S-3-Q |
37622.45 |
None |
No |
|
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
16428.82 |
83 - 90 Days |
No |
1129.66 |
7-30 Days |
S-4-Q |
13669.49 |
Partial |
No |
|
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
22391.63 |
83 - 90 Days |
No |
1169.21 |
7-30 Days |
CB-3-Q |
26486.26 |
None |
Yes |
Liberty Mortgage Services Corp. |
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
31632.30 |
83 - 90 Days |
No |
1605.59 |
7-30 Days |
G-1-Q |
37745.85 |
Full |
No |
|
Investment Banking |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
27112.70 |
83 - 90 Days |
Yes |
1532.15 |
<7 Days |
G-2-Q |
25194.80 |
None |
No |
|
Investment Banking |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
28689.28 |
83 - 90 Days |
Yes |
597.93 |
<7 Days |
G-3-Q |
30914.30 |
Partial |
No |
|
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
4602.87 |
83 - 90 Days |
No |
290.59 |
7-30 Days |
S-5-Q |
4496.42 |
None |
No |
|
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
20243.14 |
83 - 90 Days |
No |
1690.82 |
91-180 Days |
S-6-Q |
19332.76 |
Full |
Yes |
Liberty Capital Markets Inc. |
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
8891.35 |
83 - 90 Days |
No |
606.78 |
7-30 Days |
S-7-Q |
9376.26 |
Full |
Yes |
Liberty Capital Markets Inc. |
Investment Banking |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
41441.94 |
83 - 90 Days |
No |
3042.20 |
7-30 Days |
E-1-Q |
39003.32 |
None |
No |
|
Investment Banking |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
8580.48 |
83 - 90 Days |
No |
557.38 |
31-90 Days |
E-2-Q |
9862.43 |
Partial |
No |
|
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
23365.66 |
83 - 90 Days |
Yes |
1362.10 |
31-90 Days |
IG-1-Q |
23720.88 |
Partial |
Yes |
Liberty Mortgage Services Corp. |
Trading |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
35572.09 |
83 - 90 Days |
No |
725.14 |
31-90 Days |
IG-2-Q |
35161.61 |
None |
Yes |
Liberty International Finance Ltd. |
Trading |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
8001.53 |
83 - 90 Days |
No |
48.70 |
91-180 Days |
C-1 |
7569.97 |
None |
No |
|
Trading |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
12345.50 |
83 - 90 Days |
No |
369.60 |
91-180 Days |
CB-4 |
12053.67 |
None |
Yes |
Liberty Mortgage Services Corp. |
Investment Banking |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
32326.29 |
83 - 90 Days |
Yes |
3110.84 |
91-180 Days |
E-10 |
26672.30 |
Partial |
No |
|
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
6279.42 |
83 - 90 Days |
No |
419.19 |
7-30 Days |
E-3 |
5219.10 |
Partial |
No |
|
Trading |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
29402.38 |
83 - 90 Days |
No |
2863.23 |
<7 Days |
E-4 |
26004.57 |
Partial |
Yes |
Liberty International Finance Ltd. |
Trading |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
32034.15 |
83 - 90 Days |
No |
932.76 |
31-90 Days |
E-5 |
37327.17 |
Full |
Yes |
Liberty Wealth Management LLC |
Capital Markets |