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Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.

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Interest Rate Risk Statistics report

The OCC has issued Bulletin 2020-91 to announce the publication of the first semiannual "Interest Rate Risk Statistics Report." The report presents interest rate risk data gathered during examinations of OCC-supervised midsize and community financial institutions. The statistics are for informational purposes only and do not represent OCC-suggested limits or exposures. The report provides statistics on interest rate risk exposures and risk limits for different midsize and community bank populations, including:

  • all OCC-supervised midsize and community banks with reported data
  • banks by asset size
  • banks by charter type
  • minority depository institutions
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