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 No 5131.72 Day 51 Partial IG-1-Q 1536.89 Uninsured Credit Event No Yes Liberty International Finance Ltd. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 19944.58 Day 51 Partial IG-2-Q 6730.41 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 6220.48 Day 51 No C-1 2092.18 Other Maturity Date No Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 43411.12 Day 51 Yes CB-4 10340.97 Uninsured None Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 33626.98 Day 51 Partial E-10 12959.01 Other Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 11999.05 Day 51 Partial E-3 2313.84 FDIC Maturity Date No Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 18495.35 Day 51 Yes E-4 2279.97 Uninsured 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 33024.33 Day 51 No E-5 12604.35 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 40284.19 Day 51 Partial E-6 5006.92 Other None No Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 30998.46 Day 51 No E-7 14263.96 FDIC None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 2713.90 Day 51 Partial E-8 517.30 FDIC None No Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 7716.83 Day 51 No E-9 3391.29 Other None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 9040.95 Day 51 Partial G-4 2062.81 Other None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 11821.83 Day 51 No IG-3 5343.61 Uninsured Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 5467.00 Day 51 Yes IG-4 1226.66 Other Credit Event Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 36065.38 Day 51 Yes IG-5 9589.41 Other Maturity Date Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 28233.29 Day 51 Yes IG-6 11884.69 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 15397.67 Day 51 Yes IG-7 5407.98 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 24774.85 Day 51 No IG-8 7189.26 Uninsured Maturity Date Yes Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 32123.58 Day 51 Partial L-1 11259.91 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 35749.78 Day 51 Yes L-10 11545.04 Other None Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 28720.93 Day 51 Partial L-11 9687.42 Uninsured None Yes No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 7000.87 Day 51 Yes L-2 3258.56 Other Maturity Date Yes Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 1200.23 Day 51 Partial L-3 205.08 Other None Yes No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 16024.12 Day 51 No L-4 5404.06 FDIC Credit Event No Yes Liberty Mortgage Services Corp. Treasury