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 Capital Markets Inc. O.D.4 Operational Account Balances Bank No 859456440.83 8-30 Days Yes Cash 230395040.11 FDIC None No Yes IntD-6028 Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Bank Yes 1946383124.59 91-180 Days Partial Corporate Bonds 46237476.47 FDIC Credit Event Yes Yes Treasury
2025-09-09 Liberty International Finance Ltd. O.D.4 Operational Account Balances Debt Issuing SPE No 1273741256.31 1-7 Days No Cash 901033201.57 FDIC Credit Event Yes Yes Corporate Banking
2025-09-09 Liberty National Bank O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 5204768905.11 <1 Day Yes Agency MBS 636592174.14 Other Maturity Date Yes No IntD-3759 Retail Banking
2025-09-09 Liberty National Bank O.D.4 Operational Account Balances Broker-Dealer Yes 8669228131.74 31-90 Days Partial Other 497387788.25 Uninsured Maturity Date No Yes Retail Banking
2025-09-09 Liberty National Bank O.D.4 Operational Account Balances Debt Issuing SPE No 8399604521.15 31-90 Days Yes None 0.00 Uninsured None Yes No IntD-2800 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.4 Operational Account Balances Non-Financial Corporate Yes 9031768696.11 8-30 Days Partial Agency MBS 678456067.07 Uninsured Credit Event No No IntD-5529 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.4 Operational Account Balances Broker-Dealer No 456751084.23 31-90 Days Partial Corporate Bonds 499352373.90 FDIC Credit Event Yes Yes IntD-5320 Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 164936756.49 8-30 Days No Treasuries 856860513.09 Other Credit Event Yes Yes Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 9502384313.41 91-180 Days No Agency MBS 967835018.93 Other None Yes Yes IntD-6919 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity Yes 64355410.46 91-180 Days No None 0.00 Other None No No IntD-7902 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.4 Operational Account Balances Debt Issuing SPE Yes 8154542479.22 31-90 Days No Treasuries 143412606.75 Other None Yes No IntD-7183 Operations
2025-09-09 Liberty International Finance Ltd. O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 5654403052.43 91-180 Days Yes Corporate Bonds 172935838.45 FDIC None No No Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Debt Issuing SPE No 3088612995.98 <1 Day Partial Corporate Bonds 705702960.78 Other None No Yes IntD-1688 Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Non-Financial Corporate Yes 6231503938.77 91-180 Days No Other 209771415.55 Other Credit Event Yes No IntD-5775 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 1198183750.23 8-30 Days No None 0.00 FDIC Credit Event No No IntD-5892 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 9037848642.36 91-180 Days No Agency MBS 939500514.97 Other Credit Event Yes Yes Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 7598444552.04 31-90 Days Partial None 0.00 Other Credit Event No Yes Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity No 2803957171.67 8-30 Days Yes Corporate Bonds 150151486.89 FDIC Credit Event Yes Yes Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.4 Operational Account Balances Bank Yes 5413038065.67 <1 Day Partial Treasuries 241226689.48 Other None Yes Yes Operations
2025-09-09 Liberty Capital Markets Inc. O.D.4 Operational Account Balances Bank Yes 7235513558.17 31-90 Days Yes Treasuries 628406668.06 Other Credit Event Yes Yes Operations
2025-09-09 Liberty International Finance Ltd. O.D.4 Operational Account Balances Non-Financial Corporate No 7575764718.63 <1 Day No None 0.00 FDIC None No Yes Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.4 Operational Account Balances Bank Yes 3708609578.77 31-90 Days Yes Agency MBS 839273964.06 Other None Yes No IntD-8955 Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.4 Operational Account Balances Broker-Dealer No 7379406369.45 <1 Day Yes Equities 163581545.65 Uninsured Maturity Date No No Retail Banking
2025-09-09 Liberty National Bank O.D.4 Operational Account Balances Other Supervised Non-Bank Financial Entity Yes 9142921728.11 31-90 Days Yes Corporate Bonds 799612800.65 FDIC Credit Event No No IntD-3362 Treasury