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 39650.57 >= 1 Yr <= 2 Yr Partial IG-1 7437.55 Uninsured Maturity Date No Yes Liberty International Finance Ltd. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 32733.10 >= 1 Yr <= 2 Yr Yes IG-2 11056.60 Uninsured None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 29976.33 >= 1 Yr <= 2 Yr Yes S-1 6569.18 Uninsured Maturity Date No Yes Liberty International Finance Ltd. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 42689.14 >= 1 Yr <= 2 Yr Yes S-2 5924.61 Uninsured Maturity Date Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 36072.38 >= 1 Yr <= 2 Yr No S-3 14578.26 Other Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 19975.23 >= 1 Yr <= 2 Yr No S-4 7795.30 Other 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 15916.89 >= 1 Yr <= 2 Yr No S-5 2948.62 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 11858.98 >= 1 Yr <= 2 Yr Yes S-6 5500.17 Other Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 28736.32 >= 1 Yr <= 2 Yr No S-7 11898.26 FDIC Maturity Date No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 33984.14 >2 Yr <= 3 Yr Partial A-0-Q 6468.53 Uninsured Maturity Date Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 7007.80 >2 Yr <= 3 Yr No A-1-Q 2913.92 FDIC Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 43455.04 >2 Yr <= 3 Yr Partial A-2-Q 16113.70 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 32679.37 >2 Yr <= 3 Yr Partial A-3-Q 9947.93 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 12089.09 >2 Yr <= 3 Yr Partial A-4-Q 4547.40 FDIC None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 17731.52 >2 Yr <= 3 Yr Partial A-5-Q 5934.45 FDIC None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 28288.93 >2 Yr <= 3 Yr Partial CB-1-Q 4091.80 Other Credit Event Yes Yes Liberty International Finance Ltd. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 34312.45 >2 Yr <= 3 Yr Partial CB-2-Q 13527.30 Uninsured Maturity Date Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 2248.49 >2 Yr <= 3 Yr Yes S-1-Q 876.94 Uninsured None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 33847.65 >2 Yr <= 3 Yr Partial S-2-Q 6611.95 Other None Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 42455.29 >2 Yr <= 3 Yr Partial S-3-Q 7303.14 Other None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 19893.55 >2 Yr <= 3 Yr Yes S-4-Q 8602.97 Uninsured Credit Event No Yes Liberty Capital Markets Inc. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 30986.12 >2 Yr <= 3 Yr No CB-3-Q 9974.68 FDIC 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 2450.24 >2 Yr <= 3 Yr No G-1-Q 254.29 Uninsured Credit Event Yes Yes Liberty International Finance Ltd. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 35298.55 >2 Yr <= 3 Yr Partial G-2-Q 9641.99 Other Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 43699.48 >2 Yr <= 3 Yr Yes G-3-Q 6180.63 Other None No Yes Liberty Wealth Management LLC Retail Banking