Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.S.5: Margin Loans

Report Date Reporting Entity PID Product Currency Converted Maturity Bucket Forward Start Amount Forward Start Bucket Internal Counterparty Business Line Counterparty G-SIB Maturity Amount Maturity Optionality Effective Maturity Bucket Encumbrance Type Internal Risk Weight
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans CAD No Day 38 4346429.49 Day 16 Liberty National Bank Equity Trading Broker-Dealer Yes 4940690.29 No Day 35 Secured No 24.71
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans USD Yes Day 31 2506222.36 Day 58 Liberty National Bank Securities Financing Other Supranational No 2691578.88 Yes 83 - 90 Days Secured No 3.04
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans USD No Day 22 682897.84 91 - 120 Days Liberty Financial Group, Inc. - Parent Only Asset Management Services Broker-Dealer No 755306.66 Yes 271 - 364 Days Secured Yes 23.19
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans EUR Yes Day 28 2006773.47 Day 32 Liberty International Finance Ltd. Repo Desk Retail No 2297785.58 No Day 19 Secured No 37.75
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans GBP Yes 83 - 90 Days 997001.31 121 - 150 Days Liberty National Bank Client Services Central Bank No 946136.59 No Day 19 Secured Yes 10.53
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans CAD No 75 - 82 Days 969791.74 151 - 179 Days Liberty Mortgage Services Corp. Securities Financing Small Business No 1043242.28 Yes Day 13 Secured No 34.54
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans JPY Yes Day 6 2604781.12 Day 25 Liberty National Bank Asset Management Services Broker-Dealer No 2814695.72 Yes Day 24 Secured Yes 32.84
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans JPY No Day 20 4673100.09 Day 36 Liberty Capital Markets Inc. Investment Banking Capital Markets PSE Yes 4028593.64 Yes Perpetual Secured No 25.34
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans USD No Day 34 3344411.55 Day 40 Liberty Financial Group, Inc. - Parent Only Treasury Operations Other Supervised Non-Bank Financial Entity Yes 2777480.64 No Day 60 Secured No 40.51
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans JPY No Day 48 3909408.88 Day 52 Liberty Capital Markets Inc. Fixed Income Trading Debt Issuing SPE Yes 3215986.99 Yes 180 - 270 Days Secured Yes 17.15
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans GBP Yes Day 39 4881606.71 Day 4 Liberty Mortgage Services Corp. Client Services Investment Company or Advisor No 5124885.71 Yes Day 40 Secured No 13.12
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans CAD Yes Day 9 3179971.50 Day 6 Liberty Capital Markets Inc. Repo Desk Other Supranational Yes 3384856.97 No Day 20 Secured No 26.76
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans JPY No Day 48 476104.61 Day 34 Liberty International Finance Ltd. Treasury Operations MDB Yes 508112.55 Yes Open Secured Yes 19.87
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans GBP Yes Day 46 1406023.72 Day 58 Liberty Financial Group, Inc. - Parent Only Securities Financing Central Bank Yes 1672623.71 No Day 4 Secured No 12.01
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans GBP Yes Day 59 2994693.31 Day 13 Liberty International Finance Ltd. Treasury Operations Sovereign Yes 2890804.14 No 83 - 90 Days Secured Yes 6.96
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans EUR No Day 8 265504.29 83 - 90 Days Liberty International Finance Ltd. Equity Trading Debt Issuing SPE No 214047.48 No Day 7 Secured No 8.64
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans JPY No Day 40 4295048.91 Day 56 Liberty National Bank Treasury Operations Investment Company or Advisor No 3912738.06 No Day 40 Secured No 45.26
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans CAD No >3 Yr <= 4 Yr 4531207.67 >= 1 Yr <= 2 Yr Liberty Mortgage Services Corp. Client Services PSE No 4500358.34 Yes Day 27 Secured Yes 0.93
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans EUR Yes Day 58 822144.58 Day 39 Liberty International Finance Ltd. Investment Banking Capital Markets Small Business Yes 764098.21 Yes >2 Yr <= 3 Yr Secured Yes 44.96
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans JPY Yes Day 23 28921.00 Day 22 Liberty Mortgage Services Corp. Asset Management Services Pension Fund No 28091.76 No Day 9 Secured No 30.54
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans EUR Yes Day 47 1262420.63 Day 38 Liberty International Finance Ltd. Equity Trading Pension Fund No 1247425.41 No >4 Yr <= 5 Yr Secured No 7.29
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans CAD Yes >4 Yr <= 5 Yr 93231.24 Day 1 Liberty International Finance Ltd. Treasury Operations Non-Regulated Fund Yes 111654.14 No Day 29 Secured No 9.28
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans JPY No Day 3 705597.52 Day 16 Liberty National Bank Equity Trading Small Business No 632547.28 Yes Day 26 Secured Yes 22.34
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans USD No Day 24 665931.99 Day 57 Liberty Mortgage Services Corp. Equity Trading Bank Yes 781058.60 No Day 29 Secured Yes 45.24
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans CAD No Day 46 3643106.30 Day 21 Liberty International Finance Ltd. Securities Financing Investment Company or Advisor No 3058688.98 Yes 151 - 179 Days Secured Yes 36.23