Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.O.8: Principal Payments Receivable on Unencumbered Investment Securities

Report Date Reporting Entity Product ID Product Maturity Bucket Maturity Amount Currency Counterparty Collateral Class Treasury Control Business Line Internal Counterparty
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 60 4306.31 GBP Other Other Yes Fixed Income Sales Liberty International Finance Ltd.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities >5 Yr 9033.10 JPY Small Business Other Yes Prime Brokerage Liberty National Bank
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Perpetual 9049.67 EUR Other Supervised Non-Bank Financial Entity Equities No Asset Management Liberty Mortgage Services Corp.
2025-09-09 Liberty National Bank I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 59 2263.53 CHF Non-Financial Corporate US Treasuries No Client Treasury Services Liberty Mortgage Services Corp.
2025-09-09 Liberty National Bank I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities 121 - 150 Days 2046.10 CAD Other Supervised Non-Bank Financial Entity Municipal Bonds No Treasury Operations Liberty International Finance Ltd.
2025-09-09 Liberty Capital Markets Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities 151 - 179 Days 3923.65 GBP Investment Company or Advisor Z-1 Yes Derivatives Trading Liberty Capital Markets Inc.
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 26 8804.63 CHF Pension Fund Corporate Bonds No Derivatives Trading Liberty International Finance Ltd.
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 24 3328.67 EUR MDB US Treasuries Yes Prime Brokerage Liberty Capital Markets Inc.
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities >2 Yr <= 3 Yr 4757.87 CHF Central Bank Municipal Bonds No Prime Brokerage Liberty Capital Markets Inc.
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 48 7503.70 GBP Central Bank Municipal Bonds Yes Corporate Banking Liberty Mortgage Services Corp.
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Open 7732.25 CAD Investment Company or Advisor Other Yes Securities Operations Liberty International Finance Ltd.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 60 3768.71 EUR Non-Regulated Fund Z-1 No Client Treasury Services Liberty International Finance Ltd.
2025-09-09 Liberty Capital Markets Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 16 9692.61 CAD MDB Equities Yes Asset Management Liberty Financial Group, Inc. - Parent Only
2025-09-09 Liberty Capital Markets Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 54 4630.20 JPY MDB Other Yes Derivatives Trading Liberty Capital Markets Inc.
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 54 1663.17 EUR Financial Market Utility Corporate Bonds Yes Securities Operations Liberty Mortgage Services Corp.
2025-09-09 Liberty Capital Markets Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 14 8371.34 USD MDB US Treasuries Yes Fixed Income Sales Liberty Financial Group, Inc. - Parent Only
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 23 7523.16 CHF Debt Issuing SPE Equities No Fixed Income Sales Liberty Financial Group, Inc. - Parent Only
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 21 7520.95 GBP Sovereign Z-1 No Asset Management Liberty Mortgage Services Corp.
2025-09-09 Liberty Capital Markets Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 40 7853.37 CHF Retail Corporate Bonds No Asset Management Liberty Financial Group, Inc. - Parent Only
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 35 380.98 JPY PSE Corporate Bonds Yes Client Treasury Services Liberty National Bank
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 36 9544.93 CAD Non-Financial Corporate US Treasuries No Securities Operations Liberty Financial Group, Inc.
2025-09-09 Liberty National Bank I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 5 7072.72 JPY Central Bank Other Yes Securities Operations Liberty Capital Markets Inc.
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 47 1218.86 GBP Debt Issuing SPE Other Yes Fixed Income Sales Liberty National Bank
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 19 7396.84 AUD PSE Equities Yes Treasury Operations Liberty International Finance Ltd.
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 20 8350.31 USD Central Bank Corporate Bonds No Derivatives Trading Liberty International Finance Ltd.