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 Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities 75 - 82 Days 2387.16 AUD Debt Issuing SPE Municipal Bonds 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 Day 32 3170.60 CAD Central Bank Mortgage-Backed Securities Yes Asset Management Liberty Financial Group, Inc.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 20 4447.19 JPY Sovereign Z-1 Yes Derivatives Trading 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 6 974.58 USD PSE Mortgage-Backed Securities 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 52 9500.85 AUD MDB US Treasuries Yes Securities Operations Liberty Capital Markets Inc.
2025-09-09 Liberty National Bank I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 51 6296.60 CAD MDB Mortgage-Backed Securities No 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 39 4299.19 USD Central Bank Z-1 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 57 3558.99 CHF Other Supervised Non-Bank Financial Entity Z-1 Yes Asset Management Liberty Mortgage Services Corp.
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 54 6432.46 GBP Non-Financial Corporate Z-1 No Asset Management Liberty Financial Group, Inc.
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities 151 - 179 Days 4218.98 AUD Debt Issuing SPE US Treasuries Yes Asset Management Liberty Financial Group, Inc. - Parent Only
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 32 507.43 JPY MDB Corporate Bonds No Client Treasury Services 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 83 - 90 Days 6726.70 CHF Pension Fund Mortgage-Backed Securities No Corporate Banking Liberty Capital Markets Inc.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 22 4947.30 AUD Non-Financial Corporate Equities Yes Prime Brokerage Liberty Mortgage Services Corp.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 42 9572.49 JPY Central Bank US Treasuries Yes Client Treasury Services 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 28 2904.94 USD Small Business US Treasuries No Corporate Banking Liberty National Bank
2025-09-09 Liberty Capital Markets Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 54 2815.01 CHF Retail Municipal Bonds No Fixed Income Sales 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 21 828.79 USD Pension Fund Equities No Asset Management Liberty International Finance Ltd.
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities 91 - 120 Days 1487.06 GBP Central Bank Mortgage-Backed Securities No Client Treasury Services 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 41 8715.32 CAD Investment Company or Advisor Z-1 Yes Treasury Operations Liberty National Bank
2025-09-09 Liberty National Bank I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 39 1689.43 CHF Sovereign Other Yes Securities Operations 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 2 5218.43 CAD Retail Equities No Corporate Banking Liberty Mortgage Services Corp.
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 7 8311.09 GBP Other Supranational Municipal Bonds No Derivatives Trading Liberty Financial Group, Inc.
2025-09-09 Liberty Capital Markets Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 57 2987.64 JPY Other Supervised Non-Bank Financial Entity Corporate Bonds Yes Asset Management 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 68 - 74 Days 7465.68 CAD Bank Municipal Bonds Yes Prime Brokerage Liberty Capital Markets Inc.
2025-10-09 Liberty National Bank I.O.8 Principal Payments Receivable on Unencumbered Investment Securities Open 58257.98 USD Retail A-0-Q No