Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.O.18: Unfunded Term Margin

Report Date Reporting Entity PID Product Counterparty G-SIB Maturity Amount Maturity Bucket Forward Start Amount Forward Start Bucket Collateral Class Collateral Value Internal Internal Counterparty Business Line
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer No 1582176083.18 <1 Day 281302213.32 Open Treasuries 1446878399.19 No Legal
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer Yes 2026124765.28 <1 Day 383723087.84 91-180 Days Other 335015789.70 Yes IntO-7252 Risk Management
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer Yes 1460295156.59 <1 Day 284235637.91 30-90 Days Agency MBS 1660844037.09 No IntO-5666 Finance
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer Yes 192262766.63 <1 Day 85229650.32 91-180 Days Treasuries 1577781955.82 No IntO-1946 Risk Management
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer No 1645890378.99 <1 Day 160519807.29 <30 Days Treasuries 1242483928.72 Yes Legal
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 524591013.24 <1 Day 102756398.97 <30 Days Agency MBS 470583529.38 Yes Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer No 1917129879.93 <1 Day 481184408.77 Open Treasuries 1136934076.90 No Operations
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer No 148535651.75 <1 Day 450173651.49 Open Treasuries 1675978308.52 Yes Finance
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.O.18 Unfunded Term Margin Broker-Dealer Yes 662765920.00 <1 Day 87472109.73 Open Corporate Bonds 1312336280.44 No Operations
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer No 2838088983.33 <1 Day 408659432.81 <30 Days Equities 184208828.38 No IntO-9431 Legal
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 2821347353.07 <1 Day 88992444.49 Open Equities 1788948998.23 Yes IntO-1911 Legal
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.O.18 Unfunded Term Margin Broker-Dealer No 2906311876.38 <1 Day 472176877.47 91-180 Days Equities 866126309.36 No IntO-7212 Risk Management
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer Yes 2639294439.43 <1 Day 13960362.52 Open Treasuries 1152441072.05 No IntO-7954 Legal
2025-09-09 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Broker-Dealer No 1221472217.43 <1 Day 217220196.30 30-90 Days Equities 67099954.99 No IntO-4951 Operations
2025-09-09 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Broker-Dealer Yes 1204711098.04 <1 Day 158080453.63 30-90 Days Corporate Bonds 465563912.14 Yes Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer No 676063215.86 <1 Day 167144.35 91-180 Days Agency MBS 1830931590.04 Yes IntO-5657 Finance
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 2695780686.98 <1 Day 387482769.95 91-180 Days Agency MBS 1985016215.99 No Operations
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer Yes 1995594094.50 <1 Day 465518877.08 <30 Days None 83412646.96 No Operations
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer No 2184909449.84 <1 Day 338764318.27 30-90 Days Treasuries 547361723.46 Yes Risk Management
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.O.18 Unfunded Term Margin Broker-Dealer No 1189016105.02 <1 Day 384782531.58 30-90 Days Agency MBS 1141537736.24 No IntO-5586 Risk Management
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 1140610063.32 <1 Day 146396552.20 30-90 Days Agency MBS 1327499648.89 No IntO-1828 Risk Management
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer No 640214394.37 <1 Day 296677574.16 91-180 Days None 68663237.02 No IntO-3751 Legal
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer Yes 1561532881.72 <1 Day 460523849.72 91-180 Days Cash 206588508.64 Yes IntO-6850 Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.O.18 Unfunded Term Margin Broker-Dealer Yes 911325674.46 <1 Day 244016066.35 Open Agency MBS 1907909259.08 No Legal
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 2411924499.31 <1 Day 50749746.30 30-90 Days Treasuries 1528720929.29 Yes Legal