Welcome to our dedicated page for MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs 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 MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs'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 MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs's regulatory disclosures and financial reporting.
Bank of Montreal priced US$389,000 Series K Senior Medium-Term Notes — autocal lable barrier notes linked to the common stock of PayPal Holdings, Inc. (PYPL). The Pricing Date was March 16, 2026, Settlement Date March 19, 2026, and Maturity Date March 21, 2028. The public offering price was 100% of principal and proceeds to Bank of Montreal were 98.15% after an agent’s commission of 1.85%.
The notes pay a Contingent Interest Rate of 3.6475% per quarter (approximately 14.59% per annum) on each Contingent Coupon Payment Date if the Reference Asset closes at or above the Coupon Barrier Level on the corresponding Observation Date. The Coupon Barrier and Trigger Level are both $27.25 (60.00% of the Initial Level). Beginning on September 16, 2026, the notes will be automatically redeemed if the Reference Asset closes at or above the Call Level (100% of the Initial Level) on any Observation Date; automatic redemption pays principal plus the applicable contingent coupon. At maturity, if a Trigger Event has occurred (Final Level below the Trigger Level), payment will be physical delivery of shares equal to $1,000 divided by the Initial Level (or cash at issuer’s election). The estimated initial value on the Pricing Date was $967.49 per $1,000 principal amount.
Bank of Montreal is offering US$500,000 aggregate principal of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Memory Coupons linked to the common stock of ConocoPhillips (ticker COP). The notes price at 100% ($1,000 per $1,000) with proceeds to Bank of Montreal of $487,500. The notes pay a contingent quarterly coupon of 2.5375% per quarter (approximately 10.15% per annum) if the Reference Asset closes at or above the Coupon Barrier of $78.86 (65.00% of the Initial Level). The Initial Level is $121.32, the Call Level equals the Initial Level, the Valuation Date is March 14, 2029, and Maturity Date is March 19, 2029. The notes are automatically redeemed if the Reference Asset closes at or above the Call Level on an Observation Date; if not autocalled, maturity payout depends on Final Level versus Trigger Level ($78.86) and may return less than principal. The estimated initial value was $964.66 per $1,000 principal.
Bank of Montreal priced a structured, non‑interest note linked to the VanEck® Gold Miners ETF (GDX). The notes have a $1,000 original issue price per note, an underwriting discount of $10.90, and expected proceeds to Bank of Montreal of $989.10 per note.
Holders receive a cash settlement at maturity based on the ETF's performance versus a threshold equal to 90.00% of the initial level. If the final underlier level is ≥ threshold, each $1,000 note pays a threshold settlement amount expected between $1,248.30 and $1,291.40. If below the threshold, holders lose approximately 1.1111% of principal for each 1% decline below the threshold, and could lose all principal. The notes are unsecured obligations of Bank of Montreal (CUSIP 06376KDW5).
Bank of Montreal is offering principal-protected-linked notes tied to the VanEck® Gold Miners ETF (GDX) with a $1,000 principal amount per note and an aggregate original issue amount of $10,300,000. The notes do not pay interest and mature on March 20, 2028 (subject to postponement). If the final underlier level on the determination date is at or above 75.00% of the initial level ($94.38), each note will pay a fixed $1,275.00. If the final underlier level is below 75.00%, holders bear a leveraged downside: they lose approximately 1.3333% of principal for each 1% the final underlier level is below the threshold, potentially losing some or all principal.
Original issue price was $1,000.00 per note; estimated initial value was $967.01 per note and proceeds to BMO were $10,094,000. The notes are unsecured obligations of Bank of Montreal, not listed on any exchange, intended to be held to maturity, and subject to the issuer’s credit risk and a range of market, tax and index-related risks described in the supplement.
Bank of Montreal priced US$4,585,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due March 19, 2029, linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. The notes pay monthly contingent coupons of 0.8333% per month (~10.00% per annum) when all reference assets are at or above 70% of their initial levels, feature an automatic redemption if all reference assets are at or above 100% of initial levels on an observation date beginning March 16, 2027, and return principal at maturity unless the least performing index is below its trigger level (62.50% of initial), in which case investors suffer downside tied to that index’s percentage change. Initial estimated value was $989.20 per $1,000 principal.
Bank of Montreal priced a US$4,076,000 offering of Senior Medium-Term Notes, Series K—Callable Barrier Notes with Contingent Coupons due September 20, 2027.
The notes link to the least performing of the S&P 500® Index and the Russell 2000® Index, pay a contingent coupon of 0.8175% per month (approximately 9.81% per annum) when each reference asset is at or above a 70.00% coupon barrier on observation dates, and are callable by the issuer beginning on September 16, 2026. Price to public was 100% of principal with estimated initial value $977.37 per $1,000 principal amount.
Bank of Montreal priced US$2,908,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due March 18, 2031, linked to the least performing of the S&P 500®, Russell 2000® and Dow Jones Industrial Average®. The Pricing Date was March 13, 2026 and Settlement Date is March 18, 2026.
The notes pay a quarterly contingent coupon of 1.8375% per quarter (approximately 7.35% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier Level (each barrier equals 65.00% of the Initial Level). The notes are subject to automatic redemption beginning on March 15, 2027 if all Reference Assets are at or above their Call Levels; otherwise the maturity payment depends on the Percentage Change of the Least Performing Reference Asset. The estimated initial value on the Pricing Date was $951.28 per $1,000 in principal amount.
Bank of Montreal priced a US$15,000 Senior Medium-Term Note offering: Autocallable Barrier Notes with Memory Coupons linked to Shopify Inc. Class A shares, maturing March 19, 2029. The notes pay contingent quarterly coupons of 3.825% (approximately 15.30% per annum) if the Reference Asset closes at or above a coupon barrier of $73.78 (60.00% of the Initial Level) on Observation Dates. The notes can be automatically redeemed if the Reference Asset closes at or above the Call Level (100% of the Initial Level) on an Observation Date; at maturity, if the Final Level is below the Trigger Level ($73.78), principal is reduced pro rata based on the Percentage Change. The pricing supplement states an estimated initial value of $915.05 per $1,000 principal on the Pricing Date and discloses agent commissions and proceeds to the issuer.
Bank of Montreal priced US$963,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due March 19, 2029.
The notes link to the S&P 500, Russell 2000 and Dow Jones Industrial Average. They pay a contingent coupon of 0.60% per month (approximately 7.20% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier (60% of initial level). Beginning March 16, 2027, the notes are subject to automatic redemption if each Reference Asset is at or above its Call Level (100% of initial level) on an Observation Date.
At maturity, if a Trigger Event occurs (any Final Level below its Trigger Level of 60% of initial), holders receive $1,000 × (1 + Percentage Change of the Least Performing Reference Asset), which may be less than principal. Estimated initial value was $962.18 per $1,000 principal on the Pricing Date.
Bank of Montreal priced US$954,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due March 19, 2029.
The notes link to the least performing of the S&P 500®, the Russell 2000® and the Dow Jones Industrial Average®. Pricing Date was March 13, 2026, Settlement Date March 18, 2026, and Valuation Date March 14, 2029. Coupons are contingent and pay 0.6583% per month (approximately 7.90% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier (65.00% of Initial Level).
The notes are subject to an automatic redemption mechanism beginning on March 16, 2027 if each Reference Asset is at or above its Call Level (100% of Initial Level) on an Observation Date. At maturity, if a Trigger Event occurs for the Least Performing Reference Asset (Final Level below 65.00% of Initial Level), holders receive $1,000 plus the percentage change of that asset, which may result in less than principal or zero. Estimated initial value on the Pricing Date was $961.22 per $1,000 principal amount.