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 EUR Yes Day 47 1199414.24 Day 53 Liberty International Finance Ltd. Securities Financing Bank No 1097683.98 No Day 9 Secured No 0.02
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans JPY No 68 - 74 Days 811585.90 Day 2 Liberty Financial Group, Inc. Prime Brokerage MDB Yes 895809.69 Yes Day 18 Secured No 29.82
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans EUR No Day 38 781122.32 Day 1 Liberty Financial Group, Inc. Prime Brokerage Other Supranational No 920833.00 No Day 27 Secured No 18.22
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans GBP Yes Day 15 1547374.67 Perpetual Liberty National Bank Investment Banking Capital Markets Pension Fund Yes 1478969.65 No Day 44 Secured No 37.94
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans JPY Yes Day 57 252534.98 Perpetual Liberty Mortgage Services Corp. Repo Desk Sovereign No 230369.92 Yes 151 - 179 Days Secured Yes 33.92
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans GBP No Day 50 4250546.81 Day 10 Liberty Capital Markets Inc. Equity Trading Investment Company or Advisor No 4379130.75 No Day 30 Secured Yes 5.04
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans JPY No Day 45 2264744.26 Day 57 Liberty Mortgage Services Corp. Securities Financing Broker-Dealer No 2410281.75 No Day 17 Secured Yes 25.34
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans JPY No Day 11 2479731.50 Open Liberty Financial Group, Inc. - Parent Only Repo Desk Non-Regulated Fund No 2375248.47 Yes Day 26 Secured No 7.95
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans EUR Yes 151 - 179 Days 842606.43 >3 Yr <= 4 Yr Liberty National Bank Fixed Income Trading Bank Yes 951582.13 No Day 21 Secured No 36.32
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans GBP No Day 45 4009467.79 Day 44 Liberty Capital Markets Inc. Repo Desk Retail No 4701470.28 Yes Day 8 Secured Yes 33.77
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans JPY No Day 47 420878.95 121 - 150 Days Liberty National Bank Fixed Income Trading Broker-Dealer Yes 503688.84 Yes Day 57 Secured No 26.23
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans CAD No Day 1 1296738.61 Day 14 Liberty Capital Markets Inc. Prime Brokerage Sovereign Yes 1509342.16 Yes 180 - 270 Days Secured No 27.69
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans USD No Day 36 738688.80 Day 54 Liberty Mortgage Services Corp. Fixed Income Trading Retail Yes 690460.67 Yes >5 Yr Secured No 9.27
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans EUR No Day 44 4268758.10 Day 24 Liberty Financial Group, Inc. Repo Desk Non-Regulated Fund No 4032804.00 No Day 13 Secured No 30.58
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans CAD Yes Day 1 1340423.06 Day 24 Liberty Capital Markets Inc. Prime Brokerage Non-Regulated Fund Yes 1262289.28 No Day 31 Secured Yes 33.96
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans USD Yes Day 16 4066809.71 >= 1 Yr <= 2 Yr Liberty National Bank Repo Desk Investment Company or Advisor Yes 4459745.66 Yes Day 4 Secured No 47.27
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans CAD No Day 17 2199614.00 Day 53 Liberty National Bank Securities Financing PSE No 1886117.60 Yes Day 13 Secured No 48.77
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans EUR No Day 5 3368647.77 180 - 270 Days Liberty Capital Markets Inc. Repo Desk Non-Financial Corporate Yes 2762022.69 No Day 40 Secured Yes 18.96
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans JPY Yes Day 28 4030246.41 Day 1 Liberty Mortgage Services Corp. Fixed Income Trading PSE Yes 4074163.53 Yes Day 49 Secured No 39.62
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans GBP Yes Day 55 3194777.69 Day 38 Liberty Financial Group, Inc. - Parent Only Repo Desk Other Supranational Yes 3663898.67 Yes Day 41 Secured No 39.04
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans CAD Yes Day 58 1112306.07 Day 10 Liberty Financial Group, Inc. - Parent Only Repo Desk Small Business No 1194303.74 No Day 4 Secured Yes 42.28
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans USD Yes Day 38 4894184.18 >= 1 Yr <= 2 Yr Liberty Financial Group, Inc. - Parent Only Treasury Operations GSE No 5517415.05 No Day 3 Secured Yes 34.74
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans EUR No Day 44 2638381.93 >4 Yr <= 5 Yr Liberty Financial Group, Inc. - Parent Only Securities Financing PSE Yes 2536360.23 Yes Day 19 Secured Yes 10.63
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans EUR No >2 Yr <= 3 Yr 1726993.13 Day 46 Liberty Mortgage Services Corp. Client Services MDB No 1960808.93 No 91 - 120 Days Secured No 5.26
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans CAD No Day 12 3078864.04 Day 17 Liberty Financial Group, Inc. Asset Management Services Non-Regulated Fund Yes 3280129.98 No Day 27 Secured No 40.25