Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.4: Operational Account Balances

Report Date Reporting Entity PID Product Counterparty G-SIB Maturity Amount Maturity Bucket Maturity Optionality Collateral Class Collateral Value Insured Trigger Rehypothecated Internal Internal Counterparty Business Line
2025-09-09 Liberty National Bank O.D.4 Operational Account Balances Bank Yes 9595345356.53 91-180 Days No None 0.00 FDIC Maturity Date Yes Yes IntD-4392 Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.4 Operational Account Balances Broker-Dealer Yes 7268632662.44 <1 Day Yes Other 386976096.03 Other Maturity Date Yes Yes Corporate Banking
2025-09-09 Liberty National Bank O.D.4 Operational Account Balances Debt Issuing SPE Yes 7426412841.55 8-30 Days No Other 849275385.46 FDIC Maturity Date Yes No IntD-5373 Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.4 Operational Account Balances Bank No 7714364593.26 91-180 Days Partial Corporate Bonds 342500207.65 Other Maturity Date Yes No IntD-3203 Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity Yes 4752575164.72 8-30 Days Partial Equities 94001155.33 Other Maturity Date Yes No IntD-2661 Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Non-Financial Corporate No 339680531.78 91-180 Days Partial Agency MBS 271677004.97 Other Credit Event Yes Yes Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.4 Operational Account Balances Bank Yes 1742218358.89 8-30 Days Partial Corporate Bonds 865017158.95 FDIC Maturity Date No Yes IntD-6837 Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.4 Operational Account Balances Bank Yes 1764217543.39 <1 Day Partial Equities 187015584.34 Other Credit Event No No Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Debt Issuing SPE No 126395350.63 <1 Day Partial Equities 517417206.39 Uninsured Maturity Date Yes Yes Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.4 Operational Account Balances Bank No 9735274680.03 <1 Day Partial Other 204985993.73 Other Maturity Date Yes Yes IntD-9184 Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 3481232551.78 91-180 Days Partial Cash 120227060.57 Uninsured Credit Event No Yes Operations
2025-09-09 Liberty Capital Markets Inc. O.D.4 Operational Account Balances Non-Financial Corporate No 3294793291.37 1-7 Days No Cash 992836638.78 Uninsured None Yes Yes Retail Banking
2025-09-09 Liberty National Bank O.D.4 Operational Account Balances Debt Issuing SPE No 9152421147.16 8-30 Days No None 0.00 Uninsured Credit Event No No IntD-5009 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.4 Operational Account Balances Non-Financial Corporate Yes 5044944771.28 1-7 Days Partial Treasuries 510620214.83 FDIC None Yes No Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.4 Operational Account Balances Debt Issuing SPE No 5697431493.46 31-90 Days No Cash 321108430.88 FDIC Credit Event No Yes IntD-5794 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.4 Operational Account Balances Non-Financial Corporate No 6650675832.83 31-90 Days Yes Agency MBS 627400084.31 FDIC Credit Event No Yes IntD-3660 Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Non-Financial Corporate No 8917365350.21 <1 Day Partial Corporate Bonds 663044245.37 Uninsured None No No IntD-2445 Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.4 Operational Account Balances Debt Issuing SPE No 7794941350.71 1-7 Days Yes Corporate Bonds 733357459.27 FDIC Maturity Date Yes No IntD-7997 Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Broker-Dealer No 7601003049.31 91-180 Days Yes Treasuries 653430037.44 Uninsured Credit Event No Yes IntD-8225 Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 3007749227.80 8-30 Days Partial Treasuries 663793933.49 Other Credit Event Yes Yes IntD-2037 Operations
2025-09-09 Liberty National Bank O.D.4 Operational Account Balances Non-Financial Corporate No 5261747496.09 1-7 Days Partial Other 748894937.28 Uninsured Maturity Date No No IntD-6596 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 9667687710.38 31-90 Days Partial Treasuries 502541749.42 FDIC Maturity Date No Yes IntD-5553 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.4 Operational Account Balances Bank No 4991920075.44 <1 Day Yes Corporate Bonds 593552818.91 Uninsured Credit Event No Yes IntD-1990 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.4 Operational Account Balances Broker-Dealer No 1361021140.47 31-90 Days Partial Corporate Bonds 403762779.51 Uninsured None Yes Yes Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.4 Operational Account Balances Debt Issuing SPE Yes 7817668008.64 91-180 Days Partial Corporate Bonds 900944424.35 FDIC Credit Event Yes Yes Retail Banking