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
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.5 Excess Balances in Operational Accounts Broker-Dealer Yes 8915861302.42 31-90 Days Partial Treasuries 172732731.81 Other Maturity Date No No Corporate Banking
2025-09-09 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE Yes 8275645580.43 31-90 Days Yes Cash 538918557.35 Other Maturity Date No Yes IntD-4532 Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE Yes 8857283078.24 1-7 Days No None 0.00 FDIC Credit Event No No IntD-6664 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Other Supervised Non-Bank Financial Entity Yes 1573886108.41 <1 Day No Other 958090494.78 FDIC None Yes Yes Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Broker-Dealer Yes 7146939747.62 91-180 Days No None 0.00 Uninsured Maturity Date No Yes IntD-9658 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Bank No 2105118943.12 8-30 Days Partial Agency MBS 480144128.47 Other Maturity Date Yes Yes Operations
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Bank Yes 9432348802.78 1-7 Days Partial Equities 358959454.54 FDIC Maturity Date Yes Yes Treasury
2025-09-09 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Broker-Dealer No 3797100430.56 1-7 Days No Treasuries 564978922.98 Uninsured None Yes Yes IntD-3970 Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.5 Excess Balances in Operational Accounts Other Supervised Non-Bank Financial Entity No 841446818.43 31-90 Days No None 0.00 FDIC Maturity Date No Yes IntD-5614 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate Yes 9875364811.36 31-90 Days Yes None 0.00 FDIC Maturity Date No No Operations
2025-09-09 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Supervised Non-Bank Financial Entity Yes 4613031138.45 8-30 Days Partial Other 375874871.41 Uninsured None Yes Yes IntD-6286 Operations
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE No 6951066683.15 31-90 Days Yes Treasuries 937931867.55 Other None No Yes Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE Yes 7669721015.54 1-7 Days Partial Other 348033374.64 Uninsured Credit Event Yes No Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Bank No 5572295749.66 <1 Day No Agency MBS 121901530.60 Other Maturity Date No No Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE Yes 6436735070.81 1-7 Days Partial Other 537055262.10 Uninsured Credit Event Yes Yes IntD-6928 Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.5 Excess Balances in Operational Accounts Broker-Dealer Yes 6589084176.46 8-30 Days Yes None 0.00 Uninsured Maturity Date Yes Yes IntD-3066 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE No 7242456277.03 <1 Day No Cash 327566644.56 FDIC Maturity Date No No Treasury
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Other Supervised Non-Bank Financial Entity No 685855807.65 1-7 Days No Equities 752169443.91 Uninsured Maturity Date No Yes Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.5 Excess Balances in Operational Accounts Bank No 2642820128.88 91-180 Days No Agency MBS 192012725.40 Uninsured None Yes Yes Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Other Supervised Non-Bank Financial Entity No 1514618469.75 1-7 Days Yes None 0.00 Uninsured Maturity Date No No Operations
2025-09-09 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate Yes 1667887296.72 8-30 Days No Equities 646763524.94 Uninsured Credit Event Yes Yes Treasury
2025-09-09 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Bank No 8705029525.40 1-7 Days No Treasuries 991002480.09 Uninsured Maturity Date No Yes Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Bank No 8211421487.65 1-7 Days No Other 630350407.91 FDIC None No No Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE Yes 763869312.44 1-7 Days No Other 952337007.64 FDIC Maturity Date No No IntD-4288 Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate Yes 5165878667.12 91-180 Days No Other 574235533.88 FDIC Credit Event No Yes Operations