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 139.47 151 - 179 Days No CB-1 62.77 Uninsured 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 2791.20 151 - 179 Days No CB-2 1184.22 Other None No Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 31945.99 151 - 179 Days No CB-3 3267.88 Uninsured None No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 42138.68 151 - 179 Days Partial E-1 7048.48 Uninsured Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 38174.94 151 - 179 Days Yes E-2 15558.16 Other None No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 38577.50 151 - 179 Days No G-1 16131.81 FDIC None Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 36855.10 151 - 179 Days Yes G-2 7756.04 Other Maturity Date No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 15978.33 151 - 179 Days Partial G-3 1647.24 Other 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 Yes 43171.20 151 - 179 Days No IG-1 7976.62 Uninsured Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 30442.40 151 - 179 Days Partial IG-2 7382.06 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 35718.18 151 - 179 Days Yes S-1 12535.21 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 21493.95 151 - 179 Days No S-2 10577.71 Other 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 No 29293.30 151 - 179 Days Yes S-3 14276.80 FDIC Maturity Date No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 30212.83 151 - 179 Days Yes S-4 9592.51 Uninsured Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 7170.43 151 - 179 Days Yes S-5 2364.82 Uninsured None No Yes Liberty International Finance Ltd. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 3599.63 151 - 179 Days Yes S-6 938.81 FDIC None Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 13970.96 151 - 179 Days Partial S-7 5753.09 Other None No No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 42413.95 180 - 270 Days Partial A-0-Q 8027.52 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 11632.43 180 - 270 Days No A-1-Q 3300.01 FDIC Maturity Date Yes Yes Liberty Capital Markets Inc. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 35171.02 180 - 270 Days Yes A-2-Q 15456.22 Other 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 39466.87 180 - 270 Days Partial A-3-Q 7878.43 FDIC Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 40482.19 180 - 270 Days Partial A-4-Q 6320.82 Other Credit Event Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 32914.97 180 - 270 Days Partial A-5-Q 9967.58 Other Maturity Date No Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 38010.73 180 - 270 Days No CB-1-Q 7674.21 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 Yes 2041.41 180 - 270 Days Partial CB-2-Q 848.09 Uninsured Maturity Date No No Retail Banking