Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.4: Excess Operational Balances

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.U.4 I.U.4: Excess Operational Balances JPY Yes Day 15 3704373.54 Day 30 Liberty National Bank Foreign Exchange Desk Other Yes 3384451.91 No Day 5 Unsecured No 25.33
2025-09-09 Liberty National Bank I.U.4 I.U.4: Excess Operational Balances GBP Yes Day 16 2165903.56 Day 10 Liberty National Bank Securities Services Investment Company or Advisor Yes 2220625.69 Yes Day 14 Unsecured No 33.95
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances CAD No Day 12 4954735.50 Day 36 Liberty Mortgage Services Corp. Foreign Exchange Desk Retail No 5814456.54 No Day 57 Unsecured Yes 7.82
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances JPY Yes Day 59 493098.05 Day 10 Liberty National Bank Investment Banking Small Business Yes 499175.40 Yes Day 42 Unsecured Yes 27.50
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances JPY No Day 38 2955669.29 Day 53 Liberty International Finance Ltd. Retail Banking GSE Yes 3073609.54 Yes Day 17 Unsecured No 1.61
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances CAD Yes Day 20 3751151.13 61 - 67 Days Liberty Financial Group, Inc. - Parent Only Retail Banking Sovereign No 3109798.28 Yes >3 Yr <= 4 Yr Unsecured Yes 20.46
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances USD No Day 21 2509131.72 Day 21 Liberty Capital Markets Inc. Capital Markets Trading GSE Yes 2835677.55 Yes >= 1 Yr <= 2 Yr Unsecured Yes 48.37
2025-09-09 Liberty National Bank I.U.4 I.U.4: Excess Operational Balances CAD No Day 48 2874602.05 61 - 67 Days Liberty Financial Group, Inc. Securities Services Other Supranational Yes 2453241.52 Yes Day 26 Unsecured Yes 49.83
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances GBP Yes Day 31 2230162.02 >5 Yr Liberty Financial Group, Inc. Client Treasury Services PSE No 2599209.18 No Day 8 Unsecured Yes 40.10
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances USD No Day 18 2771394.16 >5 Yr Liberty Capital Markets Inc. Securities Services Other Supranational No 3023795.45 Yes Day 40 Unsecured Yes 34.92
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances CAD Yes Day 55 1657409.25 68 - 74 Days Liberty Financial Group, Inc. - Parent Only Treasury Operations Investment Company or Advisor Yes 1409542.46 No 61 - 67 Days Unsecured No 32.25
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances GBP Yes Day 51 1311606.64 Day 2 Liberty Financial Group, Inc. Securities Services Non-Financial Corporate Yes 1269688.30 No Day 52 Unsecured No 44.08
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances USD Yes >3 Yr <= 4 Yr 3510810.87 Day 44 Liberty Capital Markets Inc. Mortgage Lending Retail No 3563028.02 No >2 Yr <= 3 Yr Unsecured No 34.33
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances USD No Day 8 4401104.62 Day 3 Liberty Financial Group, Inc. Global Markets Debt Issuing SPE No 5052535.10 Yes Day 27 Unsecured No 1.77
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances JPY No Day 25 1029531.85 Day 39 Liberty National Bank Client Treasury Services MDB No 851104.53 No Day 47 Unsecured No 34.11
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances USD No Day 3 278671.74 >4 Yr <= 5 Yr Liberty International Finance Ltd. Retail Banking Debt Issuing SPE Yes 324429.89 No Day 50 Unsecured Yes 16.65
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances JPY Yes Day 45 4028210.54 Perpetual Liberty International Finance Ltd. Global Markets Non-Financial Corporate Yes 4051441.69 Yes Perpetual Unsecured No 34.32
2025-09-09 Liberty National Bank I.U.4 I.U.4: Excess Operational Balances JPY No Perpetual 1774978.67 75 - 82 Days Liberty International Finance Ltd. Client Treasury Services Debt Issuing SPE No 1895835.66 Yes Day 12 Unsecured Yes 5.94
2025-09-09 Liberty National Bank I.U.4 I.U.4: Excess Operational Balances EUR No Day 51 2810299.73 Day 43 Liberty Financial Group, Inc. Mortgage Lending Other No 3006678.43 No Day 12 Unsecured Yes 23.41
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances JPY Yes Day 3 4837210.41 >2 Yr <= 3 Yr Liberty Financial Group, Inc. Wealth Management Pension Fund Yes 4011543.72 Yes Day 46 Unsecured No 35.65
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances USD No Day 16 3363182.98 Day 17 Liberty Financial Group, Inc. - Parent Only Global Markets Broker-Dealer Yes 4034414.75 No Day 48 Unsecured No 1.03
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances JPY No Day 20 3944938.63 75 - 82 Days Liberty Financial Group, Inc. Syndicated Loans Small Business No 3255730.02 No Day 19 Unsecured No 30.87
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances GBP No Day 1 1232054.50 Day 41 Liberty Capital Markets Inc. Investment Banking Non-Regulated Fund No 1226139.51 No Day 52 Unsecured No 17.68
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances JPY Yes 61 - 67 Days 1275528.78 Day 60 Liberty International Finance Ltd. Retail Banking Other Supervised Non-Bank Financial Entity No 1038943.14 No Day 58 Unsecured Yes 27.41
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances JPY No Day 58 4887548.08 Day 11 Liberty National Bank Foreign Exchange Desk MDB Yes 4737208.98 Yes Day 27 Unsecured Yes 13.67