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BANK OF MONTREAL /CAN/ SEC Filings

BERZ NYSE

Welcome to our dedicated page for BANK OF MONTREAL /CAN/ SEC filings (Ticker: BERZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on BANK OF MONTREAL /CAN/'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into BANK OF MONTREAL /CAN/'s regulatory disclosures and financial reporting.

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Bank of Montreal (BMO) priced principal-protected-notes-style structured notes linked to the iShares® MSCI South Africa ETF (EZA). For each $1,000 note, if the final underlier level on the determination date is ≥75.00% of the initial level ($63.80), investors receive $1,191.10; otherwise they lose approximately 1.3333% of principal for each 1% the final level is below 75.00%. The notes mature September 28, 2027 (subject to postponement), are unsecured obligations of Bank of Montreal, not listed, and have an estimated initial value of $954.04 per $1,000 principal amount.

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Bank of Montreal priced US$4,081,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Enhanced Return Notes due March 30, 2029. The notes pay no interest, provide 150.00% upside leverage to the least performing of INDU, NDX and RTY if not auto‑redeemed, and may auto‑redeem on April 01, 2027 if each Reference Asset closes above its Call Level.

If auto‑redeemed, each $1,000 note pays principal plus a $175 Call Amount (approx. 17.50% per annum). If not auto‑redeemed, maturity payoff depends on the Least Performing Reference Asset: full upside with 150% leverage if it finishes >= Initial Level; principal preserved if Final Level >= 70.00% (Barrier); otherwise losses equal the percentage decline of the Least Performing Reference Asset.

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Bank of Montreal priced US$1,518,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the S&P 500® Index. The notes mature on March 30, 2029 and can be automatically redeemed on April 01, 2027 if the S&P 500 closing level exceeds its Initial Level, in which case holders receive principal plus a $76 Call Amount per $1,000 (≈7.60% per annum). If not called, maturity payoffs depend on performance: full 1:1 participation in upside (100% Upside Leverage Factor) if the Final Level ≥ Initial Level; principal preserved if Final Level ≥ Barrier Level (75% of Initial Level); otherwise investors lose 1% of principal for each 1% decline below the Initial Level, up to a 100% loss. Price to public was 100% and the issuer’s estimated initial value was $934.55 per $1,000.

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Bank of Montreal (BERZ) launches US$1,656,000 series of Senior Medium-Term Notes — Capped Contingent Risk Absolute Return Buffer Notes due March 31, 2031. The notes provide 150.00% leveraged upside or downside exposure to the S&P 500® with a 20.00% buffer, a Maximum Redemption Amount of $1,400.00 and a Maximum Downside Redemption Amount of $1,300.00 per $1,000 principal. The Initial Level is 6,477.16 and the Buffer Level is 5,181.73 (80.00%). The notes do not bear interest, are unsecured obligations of Bank of Montreal, carry issuer credit risk, and had an estimated initial value of $917.62 per $1,000 on the Pricing Date.

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Bank of Montreal is offering US$706,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes due April 02, 2029 linked to the least performing of the NASDAQ-100 Index (NDX), XLK and VTI. The notes provide 102.50% upside leverage if the least performing reference asset rises. A 75.00% buffer applies: if the least performing asset finishes at or above 75.00% of its Initial Level you can receive a positive downside payment up to the Maximum Downside Redemption Amount of $1,250.00 per $1,000. If the least performing asset falls below the buffer, holders lose 1% of principal for each 1% decline beyond 25.00% and could lose up to 75.00% of principal. Notes pay no interest, are unsecured, subject to Bank of Montreal credit risk, not exchange-listed, and have an estimated initial value of $983.04 per $1,000. Terms include a Pricing Date March 26, 2026, Settlement Date March 31, 2026, Valuation Date March 27, 2029, and Maturity Date April 02, 2029.

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Bank of Montreal priced US$3,106,000 of Senior Medium-Term Notes, Series K: autocallable barrier notes linked to the least performing of the S&P 500, NASDAQ-100 and Russell 2000. The notes mature on March 30, 2029, settle March 31, 2026, and begin automatic redemption observations on April 1, 2027. Investors receive specified Call Amounts on specified Observation Dates if all three indices close at or above 90% of their Initial Levels; otherwise final payment at maturity depends on the Least Performing Reference Asset and may be less than principal if a Trigger Event (70% barrier) occurs. The public offering price was 100% of principal and the estimated initial value was $950.48 per $1,000 principal.

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Bank of Montreal (issuer) priced US$926,000 of Senior Medium-Term Autocallable Barrier Notes, Series K, due March 31, 2028, linked to the least performing of the VanEck® Semiconductor ETF (SMH) and the Dow Jones Industrial Average® (INDU). The notes pay monthly contingent coupons of 1.0208% per month (approximately 12.25% per annum) when each reference asset on an Observation Date is at or above its Coupon Barrier Level. The notes may be automatically redeemed beginning on March 25, 2027, if both reference assets close at or above their Call Levels. At maturity, if not called, holders receive $1,000 per $1,000 unless a Trigger Event occurs; if a Trigger Event occurs, the maturity payment equals $1,000 plus $1,000 times the Percentage Change of the Least Performing Reference Asset, which can be less than principal. Initial levels: SMH $380.84, INDU 45,960.11; Coupon/Trigger Levels are $266.59 and 32,172.08 (70% of initial levels). The estimated initial value was $944.09 per $1,000.

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Bank of Montreal prices a $1,261,000 offering of Senior Medium‑Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes linked to the Russell 2000® Index. The notes mature on March 31, 2028 and provide 1:1 upside participation capped at a $1,220.00 maximum redemption per $1,000 principal (22.00%). If the index declines but finishes at or above an 80.00% Buffer Level, investors receive a positive capped downside payment (up to $1,200.00 per $1,000). If the Final Level is below the Buffer Level, holders lose 1% of principal for each 1% decline beyond the 20.00% buffer and could lose up to 80.00% of principal. Payments are subject to Bank of Montreal credit risk.

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Bank of Montreal (issuer) priced US$797,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes — linked to the least performing of VanEck® Gold Miners ETF (GDX), the Russell 2000® Index (RTY) and the Nasdaq-100 Technology Sector Index (NDXT). The notes price on March 26, 2026, settle March 31, 2026 and mature March 30, 2029. They pay monthly contingent coupons of 1.0417% per month (~12.50% per annum) when each reference asset is at or above its coupon barrier on observation dates. The notes are subject to automatic redemption if, on any observation date beginning September 25, 2026, each reference asset is at or above its Call Level (100% of its Initial Level). At maturity, if a Trigger Event occurred (any reference asset below its Trigger Level, 50% of initial), investors receive $1,000 adjusted by the percentage change of the least performing reference asset; payments can be significantly less than principal. The estimated initial value on the pricing date was $929.83 per $1,000.

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Bank of Montreal is offering US$47,000 in Senior Medium‑Term Notes, Series K (Buffer Enhanced Return Notes) due March 31, 2031. The notes provide 146.50% upside leverage on any appreciation in the S&P 500® Futures Excess Return Index and return principal only if the Reference Asset does not fall more than 20.00% from its Initial Level.

If the Reference Asset’s Final Level is below the Buffer Level (80.00% of the Initial Level), investors lose 1% of principal for each 1% decline beyond the 20.00% buffer, with up to an 80.00% principal loss possible. The notes pay no interest, are unsecured obligations of Bank of Montreal, are subject to issuer credit risk, and have an estimated initial value of $913.77 per $1,000 on the Pricing Date.

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FAQ

How many BANK OF MONTREAL /CAN/ (BERZ) SEC filings are available on StockTitan?

StockTitan tracks 1625 SEC filings for BANK OF MONTREAL /CAN/ (BERZ), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for BANK OF MONTREAL /CAN/ (BERZ)?

The most recent SEC filing for BANK OF MONTREAL /CAN/ (BERZ) was filed on March 30, 2026.