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 Capital Markets Inc. I.S.5 I.S.5: Margin Loans GBP No Day 26 3129739.15 Day 14 Liberty Mortgage Services Corp. Prime Brokerage Central Bank Yes 3625867.97 Yes Day 49 Secured No 45.27
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans JPY Yes Day 47 4781846.26 Day 60 Liberty Capital Markets Inc. Client Services PSE Yes 4828612.20 No Day 52 Secured No 25.32
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans JPY Yes Day 52 1943212.12 Day 47 Liberty Financial Group, Inc. - Parent Only Client Services PSE No 2178073.40 No Day 38 Secured No 44.74
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans JPY Yes Day 54 2386941.59 Day 32 Liberty Financial Group, Inc. Repo Desk Investment Company or Advisor Yes 2532837.92 No Day 41 Secured No 37.74
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans JPY No Day 32 1806257.64 Perpetual Liberty International Finance Ltd. Prime Brokerage GSE No 1540352.95 No Day 38 Secured Yes 44.63
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans GBP Yes Day 40 1586611.96 Day 40 Liberty Financial Group, Inc. Client Services Financial Market Utility No 1838091.46 Yes Day 6 Secured No 45.26
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans EUR Yes Day 51 3692816.74 Day 6 Liberty Mortgage Services Corp. Securities Financing Bank No 3542294.22 No Day 35 Secured Yes 45.93
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans JPY Yes Day 7 1752071.48 Day 25 Liberty Mortgage Services Corp. Prime Brokerage Bank No 1719288.88 Yes Day 27 Secured No 25.03
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans GBP No Day 4 3291882.16 Day 58 Liberty National Bank Treasury Operations PSE No 3655160.57 No Day 6 Secured No 3.22
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans EUR Yes Day 36 3763335.93 68 - 74 Days Liberty Financial Group, Inc. - Parent Only Securities Financing Other Supervised Non-Bank Financial Entity Yes 4490214.01 Yes Day 53 Secured Yes 21.31
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans USD Yes Day 42 2650996.69 180 - 270 Days Liberty International Finance Ltd. Prime Brokerage PSE Yes 2686962.35 No Day 12 Secured Yes 29.67
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans CAD No Day 43 472899.34 Day 33 Liberty National Bank Fixed Income Trading Other Supranational No 498107.47 Yes 180 - 270 Days Secured Yes 12.75
2025-09-09 Liberty Capital Markets Inc. I.S.5 I.S.5: Margin Loans EUR No Day 1 2781248.32 271 - 364 Days Liberty Financial Group, Inc. - Parent Only Client Services Other Yes 2797885.12 Yes Day 7 Secured Yes 6.99
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans USD Yes Day 10 4513969.26 Day 48 Liberty Financial Group, Inc. Investment Banking Capital Markets Pension Fund No 3778389.06 No >3 Yr <= 4 Yr Secured Yes 11.29
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans USD No Day 5 703497.95 Day 10 Liberty Financial Group, Inc. - Parent Only Asset Management Services Other Supervised Non-Bank Financial Entity No 642444.49 No Day 46 Secured Yes 23.19
2025-09-09 Liberty Financial Group, Inc. I.S.5 I.S.5: Margin Loans USD No Day 26 665727.54 Day 37 Liberty International Finance Ltd. Asset Management Services Central Bank Yes 628480.20 Yes Day 2 Secured No 5.49
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans JPY No Perpetual 3553389.67 Day 32 Liberty Financial Group, Inc. - Parent Only Prime Brokerage Sovereign Yes 3572240.41 Yes 91 - 120 Days Secured No 11.86
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans CAD No Day 44 3746057.67 61 - 67 Days Liberty Capital Markets Inc. Client Services MDB No 3086787.46 Yes Day 51 Secured Yes 38.37
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans CAD Yes Day 17 4710052.65 Day 25 Liberty Capital Markets Inc. Client Services Sovereign No 5036416.47 No Day 7 Secured Yes 37.99
2025-09-09 Liberty Mortgage Services Corp. I.S.5 I.S.5: Margin Loans EUR No Day 31 2130488.03 Day 38 Liberty National Bank Securities Financing MDB No 1964211.23 Yes Day 33 Secured No 11.08
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans GBP Yes >5 Yr 4925388.65 >3 Yr <= 4 Yr Liberty Capital Markets Inc. Asset Management Services Non-Regulated Fund No 4041824.25 No 151 - 179 Days Secured Yes 2.55
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans USD Yes Day 19 2888631.55 180 - 270 Days Liberty International Finance Ltd. Fixed Income Trading Broker-Dealer No 2516482.91 Yes Day 46 Secured No 13.73
2025-09-09 Liberty International Finance Ltd. I.S.5 I.S.5: Margin Loans GBP No Day 24 4443456.07 Day 51 Liberty Financial Group, Inc. - Parent Only Client Services Non-Regulated Fund No 3937033.51 No Day 33 Secured Yes 25.40
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.5 I.S.5: Margin Loans EUR Yes Day 31 3158104.34 Day 24 Liberty Mortgage Services Corp. Investment Banking Capital Markets Small Business No 2950143.95 Yes 68 - 74 Days Secured No 40.23
2025-09-09 Liberty National Bank I.S.5 I.S.5: Margin Loans GBP No Day 13 2302592.90 Day 57 Liberty International Finance Ltd. Fixed Income Trading Pension Fund Yes 2516817.11 Yes Day 47 Secured Yes 19.86