STOCK TITAN

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.

Rhea-AI Summary

Bank of Montreal priced a US$28,000 issuance of Senior Medium-Term Notes, Series K, Autocallable Barrier Notes linked to the common stock of FedEx Corporation (FDX). The notes pay a 0.8233% monthly contingent coupon (approximately 9.88% per annum) if the Reference Asset meets the Coupon Barrier on Observation Dates, begin monthly coupon payment potential on April 26, 2026, and mature on April 26, 2027.

The notes are automatically redeemable beginning on September 23, 2026 if the closing level on an Observation Date is at or above the Call Level (100% of the Initial Level). If not autocalled, maturity payoff depends on the Final Level versus a Trigger Level equal to $253.53 (70.65% of the Initial Level); a Final Level below that Trigger Level produces a reduced cash payment calculated as $1,000 + ($1,000 x Percentage Change). The pricing supplement states an estimated initial value of $956.41 per $1,000 and a public offering price at 100%.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$1,280,000 in Senior Medium-Term Notes, Series K — Autocallable Buffer Notes with Memory Coupons due March 27, 2028, linked to the least performing of AMZN, NOW and HOOD. The notes pay contingent monthly coupons (~1.5083% per month) and feature an automatic redemption trigger and a 35.00% buffer against losses.

The Pricing Date was March 20, 2026, settlement on March 25, 2026, and the estimated initial value was $978.65 per $1,000. Payment at maturity depends on the Final Level of the least performing reference asset; a Trigger Event occurs if that Final Level is below its Buffer Level.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal offers US$770,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due March 27, 2028. The notes are linked to the least performing of Amazon (AMZN), ServiceNow (NOW) and Robinhood (HOOD) and pay monthly contingent coupons of 2.575% per month (≈30.90% per annum) when each reference asset meets its coupon barrier.

The notes may be automatically redeemed beginning on March 23, 2027 if each reference asset is at or above its call level. At maturity on March 27, 2028, if a trigger event (a reference asset below its trigger level of 65% of initial) occurs, payment will be reduced based on the percentage change of the least performing reference asset; otherwise investors receive full principal plus any due contingent coupons. The pricing date was March 20, 2026 and the estimated initial value was $974.27 per $1,000 principal on that date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Bank of Montreal priced a US$5,000 Senior Medium-Term Note (Series K) — an autocallable barrier note linked to FedEx Corporation common stock. The Pricing Date was March 20, 2026, Settlement Date March 25, 2026, Valuation Date April 21, 2027 and Maturity Date April 26, 2027.

The notes pay a 1.0292% monthly Contingent Interest Rate (approximately 12.35% per annum) if the Reference Asset meets the Coupon Barrier on Observation Dates. The Initial Level is $358.85; the Coupon Barrier and Trigger Level are $253.53 (70.65% of the Initial Level). The notes are cash‑settled only; principal per issued note is $1,000 and the public offering price shown is 100% ($1,000 per $1,000 principal), with an estimated initial value of $971.42 per $1,000 on the Pricing Date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$501,000 of Senior Medium-Term Notes, Series K — Autocallable Buffer Notes with Memory Coupons due March 26, 2029, linked to the least performing of the NASDAQ-100 Index® and the Russell 2000® Index. The notes pay contingent monthly coupons of 0.7083% per month (approximately 8.50% per annum) when both reference assets close at or above 80.00% of their Initial Levels, and include a Memory Coupon feature.

If not automatically redeemed, principal repayment at maturity depends on the Least Performing Reference Asset. Investors receive full principal unless that asset falls more than 20.00% (the Buffer Percentage); below that Buffer Level the payment is reduced by the Percentage Change beyond 20.00%, exposing investors to up to 80.00% principal loss. The estimated initial value on the Pricing Date was $972.04 per $1,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$440,000 Senior Medium-Term Notes, Series K, Autocallable Barrier Enhanced Return Notes linked to United Airlines Holdings, Inc. common stock. The notes mature on March 26, 2029 and may be automatically redeemed on March 25, 2027.

If automatically redeemed, holders receive principal plus a $282.50 Call Amount per $1,000 principal (approximately 28.25% per annum). If not called, the maturity payoff uses a 150.00% upside leverage on any appreciation; a Barrier Level at 60.00% of the Initial Level ($53.97), below which holders lose 1% of principal per 1% decline and may lose all principal. The Initial Level is $89.95 and the issuer’s estimated initial value was $936.12 per $1,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Bank of Montreal priced a US$483,000 offering of Senior Medium-Term Notes, Series K: Capped Barrier Enhanced Return Notes due March 26, 2029, linked to the least performing of the S&P 500® and NASDAQ-100®. The notes offer 150.00% upside leverage subject to a 57.00% Maximum Return and a Maximum Redemption Amount of $1,570.00 per $1,000 principal. If the least performing reference asset falls below a 75.00% Barrier, investors absorb losses pari passu with the index decline, potentially losing up to 100.00% of principal. The notes are unsecured obligations of the Bank, unlisted, and pay no interest.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$606,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the Least Performing of the S&P 500® Index, the Russell 2000® Index and the Dow Jones Industrial Average®. The notes pay a 0.8333% monthly contingent coupon (approximately 10.00% per annum) when each reference asset on an Observation Date is at or above its Coupon Barrier Level (70.00% of Initial Level). The notes may be automatically redeemed beginning on March 23, 2027 if each Reference Asset is at or above its Call Level. If not called, payment at maturity on March 26, 2029 depends on the Percentage Change of the Least Performing Reference Asset versus its Initial Level; a Trigger Event occurs if any Final Level is below its Trigger Level (70.00% of Initial Level), producing a reduced cash payoff. The Pricing Date was March 20, 2026, Settlement Date March 25, 2026, and the issuer’s estimated initial value was $970.60 per $1,000 principal.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$60,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to EQT Corporation. The Pricing Date is March 20, 2026, Settlement Date March 25, 2026, and Maturity Date April 26, 2027. The notes reference EQT with an Initial Level of $64.67 and offer a Contingent Interest Rate of 1.1667% per month (approximately 14.00% per annum) if monthly observation-level conditions are met. The Coupon Barrier Level and Trigger Level are both $45.53 (70.41% of the Initial Level). Automatic redemption may occur beginning on September 23, 2026 if the Reference Asset meets the Call Level. Price to public was 100% and the estimated initial value on the Pricing Date was $962.21 per $1,000 principal amount. Payments at maturity are cash only and will be reduced if a Trigger Event occurs; final payout is $1,000 + ($1,000 x Percentage Change) when applicable.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Bank of Montreal priced US$5,112,000 of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes linked to the common stock of NVIDIA Corporation (NVDA). The Pricing Date was March 20, 2026, Settlement Date March 25, 2026, and Maturity Date September 27, 2027.

The notes pay a Contingent Coupon of 0.94% per month (approximately 11.28% per annum) when the Reference Asset on an Observation Date is at or above the Coupon Barrier Level. The Initial Level is $172.70, with the Coupon Barrier Level and Trigger Level set at $89.80 (52.00% of Initial Level). The notes were offered at 100% of principal; agent’s commission is 2.40%, proceeds to the issuer shown as 97.60% ($4,989,312). The estimated initial value on the Pricing Date was $962.93 per $1,000 principal.

If an Observation Date on or after September 23, 2026 has the Reference Asset at or above the Call Level (100% of Initial Level), the notes will be automatically redeemed and investors receive principal plus the applicable Contingent Coupon. If not autocalled, at maturity investors receive cash or a Physical Delivery Amount equal to $1,000 divided by the Initial Level in shares (or a Cash Delivery Amount), and a Trigger Event (Final Level below Trigger Level) can reduce the maturity payment materially.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus

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 24, 2026.