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 National Bank O.D.5 Excess Balances in Operational Accounts Bank Yes 8652752147.94 1-7 Days Yes Other 716137114.38 FDIC Credit Event No No IntD-2292 Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Broker-Dealer No 8975948163.15 8-30 Days No Corporate Bonds 196248535.34 FDIC Maturity Date Yes No Operations
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Broker-Dealer No 7247688767.15 31-90 Days No Agency MBS 8451111.45 Uninsured None No No IntD-7142 Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate No 8840178114.66 <1 Day No Corporate Bonds 403214972.60 Uninsured None No No IntD-7621 Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.5 Excess Balances in Operational Accounts Bank Yes 2181733469.68 91-180 Days Partial Agency MBS 676686756.45 Other None Yes No IntD-9987 Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Bank No 4405185103.27 1-7 Days Yes Cash 736445867.44 Uninsured Maturity Date No Yes IntD-1997 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate Yes 2086120539.12 91-180 Days Yes Treasuries 622894153.18 Other Maturity Date Yes No IntD-3909 Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Other Supervised Non-Bank Financial Entity No 6342079486.92 91-180 Days No Corporate Bonds 862427993.78 Uninsured Credit Event No Yes IntD-2836 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.5 Excess Balances in Operational Accounts Bank No 3969329422.23 8-30 Days Partial Other 934267109.85 Other Credit Event Yes Yes Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE Yes 2226753134.87 <1 Day No None 0.00 Other Maturity Date No Yes IntD-7584 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE No 3208790128.23 1-7 Days No Agency MBS 6936666.41 Uninsured Maturity Date Yes No Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate No 6492212400.11 31-90 Days Partial Other 500552940.74 FDIC None Yes Yes Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.5 Excess Balances in Operational Accounts Broker-Dealer Yes 4350019938.09 1-7 Days No Agency MBS 510304986.71 FDIC Credit Event No Yes IntD-4107 Treasury
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate No 2194198072.58 1-7 Days Yes None 0.00 Other Maturity Date No No IntD-2679 Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate No 9912412785.06 31-90 Days No Corporate Bonds 489715930.99 FDIC Maturity Date No Yes Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE No 7452421025.08 8-30 Days Yes Agency MBS 810325321.37 Uninsured Credit Event No No Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.5 Excess Balances in Operational Accounts Other Supervised Non-Bank Financial Entity No 1943541672.67 <1 Day Partial None 0.00 Uninsured None No Yes Operations
2025-09-09 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE No 9826982238.69 8-30 Days Yes Other 164865783.88 Uninsured None No Yes Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.5 Excess Balances in Operational Accounts Debt Issuing SPE No 9354927408.12 31-90 Days Yes Other 312604329.71 Uninsured Maturity Date Yes Yes IntD-6984 Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate No 749631793.70 <1 Day No Other 565294340.24 FDIC Maturity Date No No IntD-6889 Operations
2025-09-09 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Broker-Dealer No 6236797205.74 8-30 Days Partial Cash 445447173.48 Other None No Yes Operations
2025-09-09 Liberty International Finance Ltd. O.D.5 Excess Balances in Operational Accounts Bank Yes 8535649180.09 1-7 Days Partial None 0.00 Uninsured Maturity Date Yes No Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.5 Excess Balances in Operational Accounts Non-Financial Corporate Yes 4993287171.66 91-180 Days No Corporate Bonds 737820178.30 FDIC Maturity Date Yes Yes IntD-5589 Retail Banking
2025-09-09 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Supervised Non-Bank Financial Entity Yes 1573829421.61 <1 Day No Treasuries 597559517.12 Other None No No IntD-6746 Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.5 Excess Balances in Operational Accounts Bank Yes 3248875335.62 <1 Day No Other 868484480.69 Other None Yes No IntD-5498 Treasury