| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
17409.71 |
91 - 120 Days |
Yes |
598.98 |
31-90 Days |
G-3-Q |
19806.54 |
Full |
Yes |
Liberty Capital Markets Inc. |
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
29199.72 |
91 - 120 Days |
No |
469.54 |
<7 Days |
S-5-Q |
26727.25 |
Full |
No |
|
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
10414.70 |
91 - 120 Days |
Yes |
1018.15 |
7-30 Days |
S-6-Q |
10990.88 |
None |
Yes |
Liberty Capital Markets Inc. |
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
684.38 |
91 - 120 Days |
No |
54.06 |
<7 Days |
S-7-Q |
587.75 |
Partial |
No |
|
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
5354.18 |
91 - 120 Days |
No |
137.93 |
7-30 Days |
E-1-Q |
5258.28 |
Full |
Yes |
Liberty Wealth Management LLC |
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
41082.59 |
91 - 120 Days |
No |
3312.12 |
91-180 Days |
E-2-Q |
37028.70 |
Partial |
Yes |
Liberty Mortgage Services Corp. |
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
3807.87 |
91 - 120 Days |
No |
129.53 |
7-30 Days |
IG-1-Q |
3430.84 |
Partial |
Yes |
Liberty Mortgage Services Corp. |
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
6739.17 |
91 - 120 Days |
Yes |
142.64 |
31-90 Days |
IG-2-Q |
7049.48 |
None |
Yes |
Liberty Mortgage Services Corp. |
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
39615.57 |
91 - 120 Days |
No |
3884.07 |
91-180 Days |
C-1 |
39219.26 |
Full |
No |
|
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
12897.42 |
91 - 120 Days |
No |
314.72 |
<7 Days |
CB-4 |
14054.06 |
Partial |
Yes |
Liberty Wealth Management LLC |
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
10716.68 |
91 - 120 Days |
No |
881.50 |
<7 Days |
E-10 |
9687.80 |
Partial |
No |
|
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
1554.51 |
91 - 120 Days |
No |
48.91 |
91-180 Days |
E-3 |
1800.94 |
None |
No |
|
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
17112.96 |
91 - 120 Days |
Yes |
1630.53 |
<7 Days |
E-4 |
16890.70 |
Full |
Yes |
Liberty Wealth Management LLC |
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
3165.80 |
91 - 120 Days |
Yes |
108.72 |
7-30 Days |
E-5 |
3791.04 |
Full |
Yes |
Liberty Wealth Management LLC |
Trading |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
7757.55 |
91 - 120 Days |
Yes |
334.88 |
7-30 Days |
E-6 |
7261.32 |
Full |
Yes |
Liberty Mortgage Services Corp. |
Trading |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
13365.21 |
91 - 120 Days |
No |
241.26 |
<7 Days |
E-7 |
15519.95 |
Full |
Yes |
Liberty Mortgage Services Corp. |
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
14286.07 |
91 - 120 Days |
No |
1064.99 |
<7 Days |
E-8 |
14668.38 |
None |
No |
|
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
6399.86 |
91 - 120 Days |
No |
303.10 |
91-180 Days |
E-9 |
6714.81 |
None |
No |
|
Wholesale Lending |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
41215.57 |
91 - 120 Days |
No |
2816.70 |
91-180 Days |
G-4 |
45655.96 |
Full |
Yes |
Liberty Wealth Management LLC |
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
29803.43 |
91 - 120 Days |
Yes |
1564.08 |
<7 Days |
IG-3 |
25292.57 |
Full |
Yes |
Liberty Wealth Management LLC |
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
7157.66 |
91 - 120 Days |
No |
422.96 |
31-90 Days |
IG-4 |
8135.63 |
None |
Yes |
Liberty International Finance Ltd. |
Investment Banking |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
33653.85 |
91 - 120 Days |
Yes |
2367.53 |
31-90 Days |
IG-5 |
30440.80 |
None |
No |
|
Treasury |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
No |
15062.06 |
91 - 120 Days |
No |
702.28 |
<7 Days |
IG-6 |
12652.29 |
Full |
Yes |
Liberty International Finance Ltd. |
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
2462.98 |
91 - 120 Days |
Yes |
3.97 |
31-90 Days |
IG-7 |
2847.88 |
None |
No |
|
Capital Markets |
| 2025-10-13 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Other |
Yes |
21611.88 |
91 - 120 Days |
Yes |
1398.87 |
<7 Days |
IG-8 |
20038.65 |
None |
Yes |
Liberty International Finance Ltd. |
Investment Banking |