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 10064.33 91 - 120 Days Yes L-9 3095.56 FDIC Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 42315.20 91 - 120 Days Yes LC-1 6319.14 FDIC Credit Event Yes Yes Liberty Capital Markets Inc. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 11583.11 91 - 120 Days Yes LC-2 2083.38 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 19287.20 91 - 120 Days No N-1 6610.10 FDIC Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 38846.43 91 - 120 Days No N-2 7410.90 FDIC Credit Event No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 3047.49 91 - 120 Days Partial N-3 1129.10 Uninsured Maturity Date No Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 29507.18 91 - 120 Days Yes N-4 5156.41 Uninsured Maturity Date Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 1041.65 91 - 120 Days Partial N-5 396.75 Other Credit Event No Yes Liberty International Finance Ltd. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 30457.45 91 - 120 Days Yes N-6 6777.16 Other None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 13907.03 91 - 120 Days Yes N-7 1975.01 Uninsured None No No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 33253.75 91 - 120 Days Partial P-1 11894.73 Uninsured None Yes Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 16571.47 91 - 120 Days No P-2 4119.73 FDIC Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 27123.19 91 - 120 Days No S-8 6441.07 Other None No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 12180.29 91 - 120 Days No Y-1 3549.11 Uninsured Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 30685.13 91 - 120 Days Partial Y-2 11341.20 Other Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 22633.06 91 - 120 Days No Y-3 8800.84 FDIC None Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 6804.02 91 - 120 Days Yes Y-4 1117.26 Other None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 4250.60 91 - 120 Days No Z-1 1987.96 FDIC Maturity Date Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 43368.30 91 - 120 Days Partial A-2 7943.49 Other Credit Event No Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 31430.22 91 - 120 Days Partial A-3 4227.32 FDIC 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 19037.02 91 - 120 Days Yes A-4 2331.98 Uninsured 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 4713.29 91 - 120 Days Yes A-5 1199.99 FDIC None Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 35276.66 91 - 120 Days Partial CB-1 5275.54 Uninsured None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 30001.11 91 - 120 Days Yes CB-2 13237.05 Other Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 21841.41 91 - 120 Days Partial CB-3 6358.43 FDIC Maturity Date Yes No Operations