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 42559.65 Day 50 Partial P-1 20575.96 Other Maturity Date Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 39841.07 Day 50 Yes P-2 11576.87 Other Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 24650.74 Day 50 Partial S-8 9336.12 FDIC None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 22782.31 Day 50 No Y-1 9254.78 Uninsured None No No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 9488.02 Day 50 Partial Y-2 3811.29 Other Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 39282.16 Day 50 No Y-3 6612.66 Other Maturity Date No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 31905.54 Day 50 Yes Y-4 13928.51 Other Credit Event Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 19514.14 Day 50 No Z-1 8984.17 FDIC Maturity Date No Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 17925.19 Day 50 Partial A-2 6831.02 Other Maturity Date No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 7287.02 Day 50 No A-3 3625.91 Uninsured None No No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 19197.22 Day 50 No A-4 6949.97 Uninsured None No Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 1088.65 Day 50 Partial A-5 280.84 FDIC None No Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 16495.19 Day 50 No CB-1 6158.82 Other Maturity Date Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 18718.89 Day 50 Yes CB-2 2681.73 Uninsured None Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 3267.89 Day 50 Yes CB-3 1240.68 FDIC Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 2509.43 Day 50 Yes E-1 566.35 Uninsured None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 1846.54 Day 50 No E-2 894.93 FDIC Maturity Date Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 36832.82 Day 50 Partial G-1 11053.35 FDIC Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 4398.19 Day 50 Yes G-2 938.04 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 1345.54 Day 50 No G-3 580.59 FDIC Maturity Date Yes No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 11778.38 Day 50 Partial IG-1 4073.82 Uninsured Maturity Date Yes Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 15324.54 Day 50 No IG-2 3337.89 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 19668.36 Day 50 Yes S-1 3303.09 Uninsured 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 36914.12 Day 50 No S-2 4648.09 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 33819.59 Day 50 No S-3 5817.88 Uninsured Maturity Date No No Corporate Banking