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 43481.36 121 - 150 Days Yes P-2 17853.21 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 26134.10 121 - 150 Days Partial S-8 6448.73 Other Credit Event No Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 16114.47 121 - 150 Days Partial Y-1 7327.59 Other None Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 28276.38 121 - 150 Days No Y-2 4882.20 FDIC Maturity Date No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 8514.38 121 - 150 Days Partial Y-3 3864.13 Uninsured None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 4368.82 121 - 150 Days Partial Y-4 2074.93 FDIC 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 Yes 36593.49 121 - 150 Days No Z-1 13952.88 Uninsured None Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 42253.62 121 - 150 Days No A-2 7898.85 FDIC Credit Event Yes Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 33807.05 121 - 150 Days Yes A-3 5790.89 Other None No Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 2047.03 121 - 150 Days No A-4 918.28 FDIC 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 Yes 18012.37 121 - 150 Days No A-5 3043.54 Uninsured None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 23986.76 121 - 150 Days Partial CB-1 11846.52 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 33282.64 121 - 150 Days Partial CB-2 4434.99 Uninsured None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 10665.13 121 - 150 Days Partial CB-3 4523.16 Uninsured Maturity Date No Yes Liberty Capital Markets Inc. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 6587.05 121 - 150 Days Yes E-1 2971.51 FDIC Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 10093.44 121 - 150 Days Yes E-2 3058.20 FDIC Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 1551.63 121 - 150 Days No G-1 663.95 FDIC None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 34254.98 121 - 150 Days Yes G-2 8440.41 Uninsured None Yes Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 25623.33 121 - 150 Days No G-3 10032.59 FDIC Maturity Date Yes Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 43860.11 121 - 150 Days Yes IG-1 20994.39 Uninsured Maturity Date Yes Yes Liberty International Finance Ltd. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 6051.66 121 - 150 Days Yes IG-2 2407.71 Other 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 No 42569.80 121 - 150 Days No S-1 10438.21 Other Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 60.06 121 - 150 Days Partial S-2 7.32 Uninsured Maturity Date Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 19360.73 121 - 150 Days Partial S-3 4052.54 Other Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 32506.12 121 - 150 Days Partial S-4 13646.72 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Operations