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 International Finance Ltd. I.S.5 I.S.5: Margin Loans USD Yes >= 1 Yr <= 2 Yr 4763761.00 Day 46 Liberty Financial Group, Inc. Treasury Operations Bank Yes 4698304.13 Yes Day 36 Secured Yes 23.86
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans USD No 83 - 90 Days 3012901.51 Day 60 Liberty National Bank Client Services Sovereign No 2423346.04 Yes Day 52 Secured Yes 49.21
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans GBP No Day 34 1072035.55 Day 13 Liberty International Finance Ltd. Fixed Income Trading Sovereign Yes 1219964.96 Yes Day 6 Secured Yes 14.35
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans USD Yes 271 - 364 Days 1681286.45 Day 46 Liberty Mortgage Services Corp. Securities Financing Pension Fund No 1445753.97 No Day 4 Secured Yes 34.39
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans JPY Yes Day 60 4373291.48 Day 55 Liberty Capital Markets Inc. Asset Management Services Small Business Yes 4400053.89 Yes Day 7 Secured No 40.19
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans EUR Yes Day 51 4826930.48 Day 3 Liberty Financial Group, Inc. - Parent Only Client Services Other Yes 5269016.29 Yes Day 18 Secured No 24.81
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans USD No Day 27 408291.28 Day 21 Liberty National Bank Securities Financing Small Business No 485196.87 No Day 41 Secured No 31.82
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans CAD Yes Day 48 1216150.76 Day 20 Liberty National Bank Client Services Retail No 1102990.34 Yes Day 58 Secured No 31.77
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans EUR Yes Day 1 4576332.94 Day 34 Liberty Capital Markets Inc. Client Services Debt Issuing SPE Yes 4225972.74 Yes Day 3 Secured Yes 8.46
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans EUR No 180 - 270 Days 3146592.88 Day 10 Liberty International Finance Ltd. Asset Management Services MDB No 3106742.15 Yes Perpetual Secured No 37.40
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans GBP Yes Day 28 248423.18 Day 13 Liberty Capital Markets Inc. Treasury Operations Broker-Dealer No 206558.60 Yes Day 55 Secured No 7.91
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans EUR Yes Day 48 4135517.56 >2 Yr <= 3 Yr Liberty Financial Group, Inc. - Parent Only Prime Brokerage GSE No 4715200.91 No Day 30 Secured No 6.96
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans CAD Yes Day 41 2756916.29 Day 51 Liberty Mortgage Services Corp. Equity Trading Pension Fund Yes 2536227.20 No Day 23 Secured Yes 41.93
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans JPY Yes Day 6 2319607.88 Day 36 Liberty Capital Markets Inc. Investment Banking Capital Markets GSE No 2119458.84 No Day 21 Secured No 42.93
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans CAD Yes Day 59 1343549.74 Day 50 Liberty Financial Group, Inc. Investment Banking Capital Markets Other Supranational No 1493287.29 No Day 4 Secured Yes 5.75
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans CAD No >4 Yr <= 5 Yr 3941978.72 >2 Yr <= 3 Yr Liberty International Finance Ltd. Securities Financing Retail Yes 4590299.60 Yes Day 14 Secured Yes 43.12
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans CAD Yes Day 6 1215154.82 Day 50 Liberty Capital Markets Inc. Prime Brokerage MDB No 1048504.27 Yes Day 42 Secured No 47.65
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans JPY Yes Day 51 2338634.66 Day 14 Liberty National Bank Repo Desk Retail Yes 2173526.27 Yes Day 22 Secured No 40.22
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans USD Yes Day 26 3444883.43 Day 42 Liberty Capital Markets Inc. Asset Management Services Other Supranational Yes 3592264.36 Yes Day 56 Secured No 26.48
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans CAD Yes Day 17 28919.47 Day 18 Liberty International Finance Ltd. Treasury Operations Retail Yes 25404.60 Yes Day 3 Secured No 17.14
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans GBP No Day 40 4888566.64 Day 14 Liberty National Bank Fixed Income Trading Non-Regulated Fund Yes 5812777.86 Yes Day 1 Secured Yes 13.65
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans GBP Yes >2 Yr <= 3 Yr 1020516.15 Day 53 Liberty Financial Group, Inc. - Parent Only Treasury Operations Other Yes 855520.33 No Day 13 Secured Yes 21.64
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans USD Yes Day 58 1767433.04 Day 30 Liberty International Finance Ltd. Prime Brokerage Debt Issuing SPE Yes 1971675.81 Yes Day 19 Secured No 26.90
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans USD No >3 Yr <= 4 Yr 4265733.82 61 - 67 Days Liberty Capital Markets Inc. Client Services Other Supranational Yes 4537730.56 Yes Day 42 Secured Yes 13.86
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans JPY No Day 29 2228145.11 Day 38 Liberty National Bank Client Services Investment Company or Advisor Yes 2093879.17 No Day 28 Secured No 35.90