Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.5: Excess Balances in Operational Accounts

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
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 32656.06 Day 26 Yes A-5 7226.23 Other Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 24024.37 Day 26 Partial CB-1 8140.17 Uninsured Credit Event Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 7064.83 Day 26 Yes CB-2 2882.10 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 30775.08 Day 26 Partial CB-3 5304.08 Other None No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 36796.11 Day 26 No E-1 6231.82 FDIC None Yes Yes Liberty International Finance Ltd. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 41366.11 Day 26 No E-2 7855.79 FDIC Credit Event Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 19700.90 Day 26 Partial G-1 8283.35 FDIC Credit Event Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 29588.16 Day 26 Yes G-2 11942.72 Other Credit Event No Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 12936.65 Day 26 No G-3 4359.39 Uninsured Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 41147.64 Day 26 No IG-1 8946.66 Other None No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 28202.08 Day 26 No IG-2 6964.24 Other None Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 32523.29 Day 26 No S-1 5734.53 Other Maturity Date No Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 16305.09 Day 26 Partial S-2 2766.84 FDIC Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 17623.17 Day 26 No S-3 5083.60 Other None Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 27963.21 Day 26 No S-4 9603.51 Other None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 17292.11 Day 26 Yes S-5 4383.31 Uninsured Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 36234.67 Day 26 Partial S-6 12557.00 Uninsured Maturity Date Yes Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 35560.40 Day 26 No S-7 13215.44 Other Credit Event No No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 18966.10 Day 27 No A-0-Q 9267.19 FDIC None No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 31436.26 Day 27 Partial A-1-Q 10569.69 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 41968.36 Day 27 Yes A-2-Q 19221.71 Other Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 29374.26 Day 27 Yes A-3-Q 9073.78 Other Credit Event No Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 3046.06 Day 27 Yes A-4-Q 385.31 Uninsured None No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 12064.19 Day 27 Partial A-5-Q 5464.38 Uninsured Credit Event Yes Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 7455.60 Day 27 Yes CB-1-Q 2604.52 FDIC Credit Event Yes Yes Liberty Wealth Management LLC Corporate Banking