Presale Report  ·  Data as of 2025-09-23

Barclays Dryrock Issuance Trust Series 2025-1 FINAL · CLOSED 2025-09-23

Series Notes
$750.0MM
Trust Balance
$7,576.8MM
Min Seller’s Interest
6.0%
Senior Class Min Sub
18.0%
Sponsor: Barclays Bank Delaware  ·  Servicer: Barclays Bank Delaware  ·  Trustee: Wilmington Trust, National Association

Capital Structure

ClassSize ($MM)% of NotesTotal CECPN / SpreadWALLegal FinalS&PFitch
Class A750.082.0%18.0%3.97% fxd2031-07-15AAAAAA
Class B164.618.0%0.0%2031-07-15

Transaction Parties

SponsorBarclays Bank Delaware
ServicerBarclays Bank Delaware
Depositor / Transferor
Indenture TrusteeU.S. Bank Trust Company, National Association
Owner TrusteeWilmington Trust, National Association
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersBarclays Capital, BMO Capital Markets, BofA Securities, TD Securities, J.P. Morgan Securities, Scotia Capital

Issuer Track Record

SeriesClosedSizeMPR at closeNet CO at closeExcess Spread at close
Barclays Dryrock Issuance Trust Series 2023-22023-11-20$750.0MM34.4%3.05%22.4%
Barclays Dryrock Issuance Trust Series 2023-12023-04-25$500.0MM37.5%2.53%22.9%
DROCK 2022-12022-04-21$725.0MM35.6%1.78%19.4%
Barclays Dryrock Issuance Trust Series 2021-12021-09-22$1,000.0MM34.1%1.99%19.6%

Peer Set

TrustMost-RecentSizeClass A CPN/SpreadMin SellerClass A Total CEExp→LegalStructureMPRNet COExcess Spread
Cap One2025-09-16$750.0MM3.82% fxd5.0%21.0%24 moDe-linked45.9%2.53%
Chase2025-07-18$500.0MM5.0%14.0%24 moDe-linked50.6%1.69%16.9%
AmEx2025-07-15$500.0MM7.0%12.5%24 moLinked49.8%1.34%24.7%
Citi2025-06-26$1,250.0MM4.30% fxd11.9%24 moDe-linked37.5%2.12%16.0%
BofA2025-06-12$1,000.0MM4.31% fxd4.0%29.5%24 moDe-linked28.2%2.44%13.0%

Trust Subordination Comps

How to read this for de-linked trusts. Most credit card master trusts are de-linked, meaning Class A, B and C don’t need to be co-issued — they may have been issued in different series across multiple years, or held by the seller as required retained tranches. The figures below are the required minimum subordination the indenture mandates remain outstanding to support each class’s rating, NOT the cap stack of the subject series’ new issuance.
TrustStructureClass AClass BClass CRetained First-LossMin Seller
SizeCESizeCESizeCESizeIndenture Name
AmExLinked87.50%12.50%3.75%8.75%8.75%Collateral Interest7.0%
BarclaysDe-linked82.00%18.00%18.00%0.00%none6.0%
BofADe-linked70.48%29.52%10.07%19.45%8.95%10.50%10.50%Class D Req’d Investor Interest4.0%
Cap OneDe-linked79.01%20.99%9.00%11.99%8.99%3.00%none5.0%
ChaseDe-linked86.00%14.00%7.00%7.00%7.00%0.00%none5.0%
CitiDe-linked88.10%11.90%5.27%6.63%6.63%0.00%none
Comenity (WFN)De-linked73.00%27.00%6.50%20.50%3.75%16.75%16.75%Required Excess Collateral
First Nat'l (Omaha)De-linked78.00%22.00%10.50%11.50%11.50%0.00%none7.0%
SynchronyDe-linked80.00%20.00%6.00%14.00%9.00%5.00%none5.0%
Wells FargoDe-linked80.00%20.00%10.00%10.00%6.50%3.50%none5.0%

Size and CE both expressed as % of total invested amount. CE for each class equals the cumulative subordination + retained first-loss positioned below it. Class B / C reflect seniority position, so for trusts with non-standard naming (WFN A / M / B), the row maps the position to the column header. The Retained First-Loss column captures the unrated piece each trust requires the seller to hold — its indenture name varies and is shown alongside the size.

Trust Performance Comps

Monthly Payment Rate15.3%30.5%45.8%61.0%2022-092023-082024-082025-08MPRBarclaysCap OneChaseAmExCitiBofA
Net Charge-Off Rate1.3%2.5%3.8%5.0%2022-092023-082024-082025-08Net COBarclaysCap OneChaseAmExCitiBofA
Portfolio Yield10.0%20.0%30.0%40.0%2022-092023-082024-082025-08YieldBarclaysCap OneChaseAmExCitiBofA
Excess Spread9.3%18.5%27.8%37.1%2022-092023-082024-082025-08Excess SpreadBarclaysChaseAmExCitiBofA
30+ Delinquency0.7%1.5%2.2%2.9%2022-092023-082024-082025-0830+ DQBarclaysCap OneChaseAmExCitiBofA

Barclays master trust (red, bold) vs. peer master trusts. Window: 36 months ending 2025-09-23 — point-in-time view at the subject’s issuance. For current trust performance, see the live Credit Card ABS — Trust Performance page.