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 National Bank I.S.5 I.S.5: Margin Loans JPY No Day 29 3360288.38 271 - 364 Days Liberty Capital Markets Inc. Repo Desk Debt Issuing SPE No 3409232.09 No 271 - 364 Days Secured No 19.03
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans EUR Yes Day 44 2616618.71 Day 14 Liberty Financial Group, Inc. - Parent Only Treasury Operations Small Business Yes 2349714.15 Yes Perpetual Secured Yes 44.50
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans CAD Yes Day 37 3708156.78 Day 27 Liberty National Bank Investment Banking Capital Markets Other Supranational No 3605778.33 No Day 52 Secured No 31.63
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans JPY No Day 31 3585254.53 Day 42 Liberty International Finance Ltd. Investment Banking Capital Markets Other Supranational No 4231365.80 No Day 58 Secured Yes 12.49
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans EUR No Day 46 2552729.29 Day 43 Liberty Mortgage Services Corp. Prime Brokerage MDB No 2928581.97 Yes Day 57 Secured No 34.36
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans CAD Yes Perpetual 787235.33 Day 49 Liberty International Finance Ltd. Securities Financing Other Supervised Non-Bank Financial Entity Yes 717168.34 No 91 - 120 Days Secured No 4.94
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans CAD No Day 54 353233.80 Day 52 Liberty Mortgage Services Corp. Fixed Income Trading Small Business No 374791.71 No Day 55 Secured No 32.58
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans GBP Yes Day 16 3796468.38 Day 42 Liberty Financial Group, Inc. Investment Banking Capital Markets Broker-Dealer No 3947377.75 Yes Day 19 Secured Yes 11.13
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans JPY No Day 39 3664003.01 Day 22 Liberty National Bank Repo Desk Retail Yes 3902633.84 No 271 - 364 Days Secured Yes 37.69
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans CAD No Day 28 2233525.23 Day 21 Liberty National Bank Investment Banking Capital Markets Non-Financial Corporate No 2311490.74 Yes Day 48 Secured No 2.80
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans GBP No 180 - 270 Days 1732161.50 Day 1 Liberty Financial Group, Inc. - Parent Only Repo Desk Other Supranational No 2026859.52 Yes Day 15 Secured No 8.06
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans JPY Yes Day 19 1731972.10 Day 8 Liberty National Bank Securities Financing Other Supervised Non-Bank Financial Entity Yes 1905428.29 No Day 23 Secured No 16.44
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans JPY Yes Day 19 3005747.87 Day 30 Liberty International Finance Ltd. Client Services Pension Fund Yes 3279408.21 Yes Day 10 Secured Yes 6.66
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans GBP No Day 49 4312979.21 Day 56 Liberty Mortgage Services Corp. Asset Management Services Other No 4323064.38 No 75 - 82 Days Secured Yes 43.04
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans USD No Day 32 202744.88 Day 3 Liberty Financial Group, Inc. Treasury Operations Pension Fund Yes 184993.28 No >= 1 Yr <= 2 Yr Secured No 32.03
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans CAD No 75 - 82 Days 765206.80 Day 29 Liberty Financial Group, Inc. Client Services Financial Market Utility Yes 826720.34 No Day 49 Secured No 28.45
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans JPY Yes Day 52 4522693.57 Day 45 Liberty Financial Group, Inc. - Parent Only Fixed Income Trading PSE No 5311743.73 No Day 10 Secured Yes 6.44
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans GBP No Day 29 2742378.51 Day 8 Liberty Capital Markets Inc. Fixed Income Trading PSE Yes 2553200.21 No Day 1 Secured Yes 29.04
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans EUR Yes 61 - 67 Days 2694810.09 Day 34 Liberty Capital Markets Inc. Investment Banking Capital Markets Sovereign Yes 2269004.09 Yes 91 - 120 Days Secured Yes 30.59
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans CAD No Day 43 3947703.37 Day 30 Liberty Financial Group, Inc. Securities Financing Retail Yes 3233749.50 Yes Day 56 Secured No 9.27
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans JPY Yes Day 2 2529298.25 Open Liberty Capital Markets Inc. Equity Trading GSE No 2529671.53 Yes Day 28 Secured No 33.33
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans JPY Yes 61 - 67 Days 2284350.32 Day 29 Liberty Financial Group, Inc. Client Services Non-Financial Corporate Yes 2208687.46 Yes Day 12 Secured Yes 35.69
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans USD No 180 - 270 Days 619930.04 Day 3 Liberty Financial Group, Inc. - Parent Only Prime Brokerage Non-Regulated Fund No 731640.25 Yes Day 44 Secured Yes 12.51
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans GBP No Day 25 2114248.09 68 - 74 Days Liberty Financial Group, Inc. - Parent Only Asset Management Services PSE Yes 2030368.89 Yes Day 24 Secured Yes 23.54
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans JPY Yes Day 7 2383523.10 Day 17 Liberty Financial Group, Inc. - Parent Only Fixed Income Trading Retail No 2092865.61 No Day 50 Secured No 39.85