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MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs SEC Filings

BERZ NYSE

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.

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Bank of Montreal is offering Senior Medium-Term Notes, Series K: equity-linked, auto-callable securities due March 16, 2028 with a face amount and original offering price of $1,000 per security. The initial estimated value is $959.26 per security and the contingent coupon rate is 17.70% per annum.

Payments depend on the lowest performing Underlier of General Electric (GE), Intel (INTC) and JPMorgan Chase (JPM). Monthly calculation days begin April 11, 2026; automatic calls can occur June 2026–February 2028 if the lowest performing Underlier meets its call threshold. If not called, maturity payoff depends on the lowest performing Underlier on the final calculation day and offers a 50% downside threshold.

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Bank of Montreal is offering US$1,250,000,000 of 4.338% Fixed/Floating Rate Senior Notes due March 19, 2030. The Notes pay 4.338% semi‑annually from March 19, 2026 to March 19, 2029, then Compounded SOFR + 0.890% quarterly through maturity. The offering price is 100.000% with underwriting commissions of 0.250%, producing estimated net proceeds of US$1,246,675,000 to the issuer.

The Notes are senior unsecured, bail-inable and subject to conversion into common shares under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act; Canadian law and Ontario courts govern certain bail-in effects. Redemption features include optional redemptions (par call mechanics and tax redemption) and standard benchmark/treasury‑rate based call pricing. Interest resets reference Compounded SOFR with detailed fallback and benchmark replacement provisions.

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Rhea-AI Summary

Bank of Montreal is issuing $2,000,000 Senior Medium-Term Notes, Series K, redeemable fixed-rate notes due March 13, 2029.

The Notes pay interest at 4.00% per annum, with semi-annual interest payments on the 13th of March and September commencing September 13, 2026, and have a $1,000 principal amount per Note. The Notes are redeemable in whole (but not in part) by Bank of Montreal on semi-annual Optional Redemption Dates beginning March 13, 2027 at 100% of principal plus accrued interest. The Notes are bail-inable and subject to conversion under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act, with related jurisdictional and consent provisions described in the pricing supplement. The original issue price was $1,000.00 per Note; underwriting discount was $2.50 per Note and proceeds to Bank of Montreal were $997.50 per Note (total proceeds $1,995,000.00).

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Rhea-AI Summary

Bank of Montreal priced US$7,917,000 Senior Medium-Term Notes, Series K — autocallable barrier notes linked to the American depositary receipts of Novo Nordisk A/S (NVO). Pricing date was March 10, 2026 with settlement March 13, 2026 and maturity April 13, 2027.

The notes pay a contingent monthly coupon of 1.09% per month (approximately 13.08% per annum) when the Reference Asset on an Observation Date is at or above the Coupon Barrier of $22.07 (57.00% of the Initial Level). The Initial Level is stated as $38.72. The notes are callable beginning on September 09, 2026 if the Reference Asset closes at or above the Call Level (100% of Initial Level). At maturity, if a Trigger Event occurs (Final Level below the Trigger Level of $22.07), holders may receive shares or cash based on the Physical or Cash Delivery Amount; otherwise holders receive full principal. The cover shows an estimated initial value of $951.96 per $1,000 and a public offering price of 100% with an agent commission of 2.15%.

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Bank of Montreal is offering US$1,096,000 of Senior Medium-Term Notes, Series K, Market Linked Notes due September 13, 2027, linked to the least performing of the S&P 500® Index and the Russell 2000® Index. The notes pay no interest and provide 1-to-1 upside exposure to the Least Performing Reference Asset multiplied by a 100.00% Upside Leverage Factor, but returns are capped by a $1,083.50 Maximum Redemption Amount per $1,000 principal (a 8.35% maximum return).

If the Least Performing Reference Asset finishes below or equal to its initial level, investors receive only principal at maturity. Key dates: Pricing Date March 10, 2026, Settlement Date March 13, 2026, Valuation Date September 08, 2027 and Maturity Date September 13, 2027. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk.

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Bank of Montreal is offering $8,500,000 Senior Medium-Term Notes, Series K — Callable Barrier Notes due December 15, 2027 linked to the least performing of the S&P 500®, EURO STOXX 50® and Russell 2000® indices. The notes pay contingent quarterly coupons of 3.4625% per quarter (approximately 13.85% per annum) if each reference asset on an Observation Date is at or above its 70.00% Coupon Barrier. The issuer may call the notes in whole beginning on June 10, 2026 on any Observation Date; called notes pay principal plus any contingent coupon due on the Call Settlement Date. At maturity, if any Reference Asset’s Final Level is below its 65.00% Trigger Level, holders receive $1,000 adjusted by the Percentage Change of the least performing Reference Asset (which may be less than principal). The pricing date was March 10, 2026, the settlement date March 13, 2026, and the document reports an estimated initial value of $993.17 per $1,000 principal.

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Bank of Montreal priced US$500,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to the least performing of GOOG, NFLX and AMZN. The notes pay a contingent monthly coupon of 1.1167% (≈13.40% per annum) when each reference asset is at or above a 50% coupon barrier on Observation Dates. The notes are subject to automatic redemption beginning on March 10, 2027 if each reference asset is at or above its Call Level (100% of Initial Level) on an Observation Date. At maturity on March 13, 2029, if not autocalled, holders receive cash: $1,000 per $1,000 unless a Trigger Event occurs (Final Level of any reference asset below its Trigger Level at March 08, 2029), in which case the maturity payment equals $1,000 plus $1,000 times the Percentage Change of the Least Performing Reference Asset. Coupon and trigger barrier levels are 50% of each Initial Level (GOOG $150.46, NFLX $49.59, AMZN $109.47). The estimated initial value was $975.10 per $1,000 on the Pricing Date.

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Bank of Montreal is offering $2,000,000 of Senior Medium‑Term Notes, Series K, redeemable fixed‑rate notes due March 13, 2031. The Notes pay interest at 4.25% per annum, payable semi‑annually beginning September 13, 2026, in denominations of $1,000.

The Notes are redeemable in whole, at 100% of principal plus accrued interest, on semi‑annual Optional Redemption Dates commencing March 13, 2028. The offering price is $1,000.00 per Note with an underwriting discount of $6.20 per Note and proceeds to the Bank of $1,987,600.00 in the aggregate. The Notes are unsecured, not listed, not insured by deposit insurers, and are bail‑inable and subject to conversion under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act (the “CDIC Act”).

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Bank of Montreal is offering $1,186,000 Senior Medium-Term Notes, Series K — redeemable fixed-rate notes due March 3, 2031. The Notes pay 4.25% per annum, with semi-annual interest dates beginning September 13, 2026, and are redeemable by the issuer on semi-annual Optional Redemption Dates at 100% of principal plus accrued interest.

The Notes were issued at $1,000.00 per Note with an underwriting discount of $10.00 per Note (total proceeds to the Bank of $1,174,140.00). The Notes are unsecured, not listed, not insured by deposit insurers, and are bail-inable under the Canada Deposit Insurance Corporation Act, which permits conversion in whole or in part into common shares of Bank of Montreal under subsection 39.2(2.3) of the CDIC Act.

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Bank of Montreal priced $2,000,000 of Senior Medium-Term Notes, Series K, 4.40% Redeemable Fixed Rate Notes due March 13, 2031. The Notes pay semi-annual interest, are redeemable by the Bank on semi-annual optional redemption dates beginning March 13, 2027, and are bail-inable under the CDIC Act.

The Notes are unsecured, issued at a $1,000 principal per note with an original issue price of $1,000.00 per note and an underwriting discount of $3.50 per note; proceeds to the Bank total $1,993,000.00.

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FAQ

How many MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs (BERZ) SEC filings are available on StockTitan?

StockTitan tracks 1653 SEC filings for MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs (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 MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs (BERZ)?

The most recent SEC filing for MicroSectors™ Solactive FANG & Innovation -3X Inverse Leveraged ETNs (BERZ) was filed on March 13, 2026.