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 1513894672.00 <1 Day 408841789.65 30-90 Days Equities 61678601.40 No IntO-4300 Risk Management
2025-09-09 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Broker-Dealer Yes 19635660.74 <1 Day 125457346.10 <30 Days Treasuries 949118118.33 Yes IntO-3733 Risk Management
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 1798531047.57 <1 Day 162013530.51 91-180 Days Treasuries 968780166.80 Yes IntO-3170 Treasury
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer Yes 2805722761.97 <1 Day 288359302.52 Open Corporate Bonds 1375906792.06 Yes Risk Management
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 431895580.97 <1 Day 280466251.85 Open Corporate Bonds 1585497845.50 No IntO-3161 Finance
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer Yes 2441705028.83 <1 Day 425736324.04 30-90 Days Equities 1320314.71 No Treasury
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer Yes 814742665.45 <1 Day 38927264.35 <30 Days Corporate Bonds 361522001.15 Yes IntO-7700 Legal
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer Yes 2952175026.86 <1 Day 13935230.57 <30 Days Treasuries 1322626949.24 No IntO-7650 Legal
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 1163300663.98 <1 Day 188919347.55 30-90 Days Cash 303523666.99 Yes IntO-7500 Risk Management
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 2436854736.32 <1 Day 497108163.87 91-180 Days Equities 471646711.59 Yes IntO-4061 Risk Management
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 843269445.83 <1 Day 325277490.34 30-90 Days Cash 1661293495.04 Yes IntO-9702 Risk Management
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer No 1726585591.11 <1 Day 392010731.62 91-180 Days Treasuries 478508207.25 No Operations
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer No 2817075190.95 <1 Day 447404697.78 Open None 178412618.36 Yes IntO-2446 Operations
2025-09-09 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Broker-Dealer Yes 1680000508.39 <1 Day 469523804.32 91-180 Days Other 994570788.15 No Finance
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer Yes 2626992283.92 <1 Day 109150492.00 Open Other 68513228.56 No Legal
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 927285260.13 <1 Day 308264571.81 91-180 Days Agency MBS 45520500.12 Yes Legal
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer No 2443157092.09 <1 Day 21956059.65 91-180 Days Corporate Bonds 1683381474.66 No IntO-7608 Legal
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.O.18 Unfunded Term Margin Broker-Dealer Yes 2408700963.57 <1 Day 205244028.48 30-90 Days Equities 1772660252.40 No Risk Management
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer No 2877687225.28 <1 Day 261510989.41 Open Equities 1232456045.65 No Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer No 1824491169.65 <1 Day 477106647.29 Open Cash 929921688.27 Yes Finance
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer Yes 2122436850.32 <1 Day 296755826.04 91-180 Days Corporate Bonds 869589084.89 No IntO-8871 Operations
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer No 1134299935.58 <1 Day 283616460.49 <30 Days Treasuries 906259741.25 Yes Operations
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer Yes 890549567.85 <1 Day 287106359.60 30-90 Days Equities 1848231023.67 No Risk Management
2025-09-09 Liberty Capital Markets Inc. O.O.18 Unfunded Term Margin Broker-Dealer Yes 544742083.40 <1 Day 226430413.87 30-90 Days Other 472493266.69 Yes IntO-5997 Treasury
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer No 2999552910.02 <1 Day 87409378.46 Open Equities 1954376264.02 Yes Legal