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 International Finance Ltd. O.O.18 Unfunded Term Margin Broker-Dealer No 1921547273.51 <1 Day 154287105.65 30-90 Days None 895430858.45 No IntO-1971 Treasury
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer Yes 516774220.90 <1 Day 237686787.64 30-90 Days Agency MBS 721903809.77 Yes IntO-2545 Treasury
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 1036421625.03 <1 Day 419708461.19 Open Treasuries 1006060054.90 No IntO-8840 Operations
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer No 2102742877.58 <1 Day 367813056.53 <30 Days Other 1297841692.55 No Treasury
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 32344779.41 <1 Day 348692431.71 30-90 Days Other 1986499222.75 Yes IntO-3591 Finance
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer No 504120222.48 <1 Day 306665277.56 <30 Days Corporate Bonds 222829784.49 Yes IntO-3647 Legal
2025-09-09 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Broker-Dealer No 1837491899.13 <1 Day 206780491.86 91-180 Days Agency MBS 1008481079.66 No IntO-5421 Treasury
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 588825340.29 <1 Day 128254312.81 <30 Days None 1089216336.50 No Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.O.18 Unfunded Term Margin Broker-Dealer Yes 1892474886.32 <1 Day 182234056.67 91-180 Days Corporate Bonds 478422116.82 Yes IntO-2965 Risk Management
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.O.18 Unfunded Term Margin Broker-Dealer No 230304970.09 <1 Day 406571608.70 Open Cash 1764676488.54 Yes Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.O.18 Unfunded Term Margin Broker-Dealer Yes 515673846.79 <1 Day 111469968.47 Open Agency MBS 1549656453.32 Yes Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.O.18 Unfunded Term Margin Broker-Dealer No 794399435.44 <1 Day 26930573.18 30-90 Days Corporate Bonds 1310147176.44 Yes Legal
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer No 1626137815.85 <1 Day 340972293.69 30-90 Days Cash 882939142.08 Yes IntO-9179 Operations
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 2857400452.25 <1 Day 362443784.65 Open Cash 1590964646.93 No IntO-9139 Treasury
2025-09-09 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Broker-Dealer No 783649988.93 <1 Day 480103516.58 91-180 Days Other 601112196.23 No Legal
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer No 1310537186.73 <1 Day 109418839.05 30-90 Days None 1093469758.51 Yes Operations
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 185065987.20 <1 Day 96898247.61 91-180 Days Other 1023708140.13 Yes IntO-9140 Risk Management
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 1245119249.42 <1 Day 196053790.03 Open Agency MBS 443017732.00 Yes IntO-2691 Legal
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer No 627484327.50 <1 Day 424062299.79 Open Equities 1075393835.23 Yes IntO-6907 Risk Management
2025-09-09 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Broker-Dealer Yes 167939500.78 <1 Day 429860585.10 <30 Days Cash 891942503.84 Yes IntO-9896 Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer No 2251665878.26 <1 Day 323543281.19 30-90 Days Other 1200336924.57 No IntO-9149 Finance
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer Yes 309908802.68 <1 Day 455298791.87 30-90 Days Corporate Bonds 1770964942.68 Yes Risk Management
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer No 2410140196.20 <1 Day 15064076.33 30-90 Days Equities 193518232.49 No Finance
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer No 2123989496.64 <1 Day 182293821.21 91-180 Days Corporate Bonds 401728241.46 No IntO-3084 Treasury
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 272881894.08 <1 Day 369615116.35 <30 Days Equities 405756212.97 No IntO-9185 Finance