STOCK TITAN

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.

Rhea-AI Summary

Bank of Montreal is offering US$400,000 of Senior Medium-Term Notes, Series K — Callable Barrier Notes with contingent monthly coupons and a March 12, 2029 maturity.

Key terms: contingent coupons of 0.7083% per month (approximately 8.50% per annum) payable monthly if each Reference Asset closes at or above its 70.00% Coupon Barrier on an Observation Date; an Issuer Call may be exercised beginning on June 09, 2026; valuation date is March 07, 2029. The estimated initial value on the Pricing Date was $975.55 per $1,000 principal amount.

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

Bank of Montreal priced $17,750,000 of Senior Medium-Term Notes, Series K, a redeemable fixed-rate issue due March 12, 2031. The Notes carry a 4.10% annual coupon, pay interest semi-annually on March and September 12, have a $1,000 principal denomination and an Issue Date of March 12, 2026. The Notes are redeemable in whole on March 12, 2030 at 100% of principal plus accrued interest and are bail-inable under the Canada Deposit Insurance Corporation Act, with conversion powers into common shares described in the prospectus materials.

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

Bank of Montreal is offering $25,000,000 aggregate principal amount of Senior Medium-Term Notes, Series K, Redeemable Fixed Rate Notes due March 12, 2029. The Notes pay 4.30% interest per annum, payable semi‑annually, and are redeemable by the issuer on semi‑annual optional redemption dates.

The Notes are bail-inable under the Canada Deposit Insurance Corporation Act and may be converted, in whole or in part, into common shares under that regime; they are unsecured obligations, not listed, and bear a principal amount of $1,000 per Note.

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

Bank of Montreal offers principal‑at‑risk equity‑linked notes tied to the S&P 500® Index. The notes have a $1,000 principal amount per note and a stated maturity date of April 12, 2028 (subject to postponement). If the final underlier level on the determination date is at or above 85.00% of the initial level, holders receive a $1,188.50 payment per $1,000 note; if below that threshold, holders lose approximately 1.1765% of principal for every 1% the final level is below the threshold and could lose some or all principal. The initial estimated value is $998.71 per $1,000 note and the aggregate original issue proceeds equal $7,239,000.00. Payments are unsecured obligations of Bank of Montreal and are subject to its credit risk.

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

Bank of Montreal is offering tranches of Senior Medium-Term Notes, Series J due in 2030, comprised of a fixed-to-floating tranche and a floating-rate tranche. The notes are senior unsecured, bail-inable and may be converted into common shares under the CDIC Act. Interest for the fixed tranche is payable through a fixed period then resets to compounded SOFR plus a spread; the floating tranche pays compounded SOFR plus a spread. Redemption and tax-redemption provisions, payment of additional amounts for certain Canadian taxes, calculation agent mechanics, and benchmark-replacement provisions for SOFR are described. The offering uses book-entry form through DTC and will be distributed by an underwriter syndicate that includes an affiliate, BMO Capital Markets Corp., creating a disclosed conflict of interest.

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

Bank of Montreal is offering Senior Medium-Term Notes, Series K: fixed-rate, redeemable notes with a 5.05% per annum coupon, a stated maturity of March 24, 2038, and an original issue price of $1,000.00 per Note. Interest is payable semi-annually on March 24 and September 24, beginning September 24, 2026. The issuer may redeem the Notes in whole (but not in part) on semi-annual Optional Redemption Dates beginning March 24, 2028 at 100% of principal plus accrued interest. The Notes are bail-inable under the Canada Deposit Insurance Corporation Act and may be converted into common shares under subsection 39.2(2.3) of the CDIC Act. The original issue price allocates an underwriting discount of $20.00, leaving proceeds to the issuer of $980.00 per Note.

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

Bank of Montreal (BERZ) priced a Senior Medium-Term Note, Series K: an equity index‑linked, auto‑callable note with a fixed monthly coupon (coupon rate determined on pricing date, at least 7.40% per annum), face amount $1,000 and stated maturity April 2, 2029. Pricing date is March 27, 2026 and issue date April 1, 2026. The securities are linked to the lowest performing of the Nasdaq‑100, Russell 2000 and S&P 500; threshold values equal 75% of each starting value. If not called, principal at maturity depends solely on the lowest performing Underlier and can be reduced pro rata (potentially to zero) if that Underlier closes below its threshold. Estimated initial value on the preliminary pricing supplement is $968.30 (not less than $920.00), original offering price is $1,000, agent discount $23.25, proceeds to issuer $976.75. Payments are subject to Bank of Montreal credit risk; securities are unsecured and not FDIC‑insured.

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

Bank of Montreal offers Market Linked Securities—auto-callable notes with a contingent 9.06% per annum coupon and principal at risk, linked to the lowest performing of the Nasdaq-100, Russell 2000 and S&P 500, maturing March 9, 2029. The original offering price is $1,000 per security and the initial estimated value on the pricing date was $953.43 per security; pricing date was March 6, 2026 and issue date March 11, 2026.

Monthly calculation days determine contingent monthly coupon payments and quarterly call opportunities. If the lowest performing Underlier is at or above its coupon threshold (75% of its starting value) on a calculation day, holders may receive the contingent coupon; automatic calls occur if the lowest performing Underlier is at or above its starting value on a call date. At maturity, if not called, principal is returned in full only if the lowest performing Underlier ends at or above its downside threshold (70% of starting value); otherwise principal is reduced pro rata to the Underlier’s performance.

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

Bank of Montreal is offering market-linked, auto-callable Senior Medium-Term Notes (Series K) linked to the lowest performing share of Advanced Micro Devices, Microsoft and UnitedHealth, maturing March 28, 2029. The original offering price is $1,000 per security; estimated initial value on the pricing date was $965 (not less than $915). The notes pay monthly contingent coupons (with a memory feature) only if the lowest performing underlier on each calculation day meets its coupon threshold; the contingent coupon rate will be at least 21.90% per annum. If the notes are automatically called on a calculation day, holders receive principal plus accrued contingent coupons. At maturity, if not called, repayment equals $1,000 unless the lowest performing underlier’s ending value is below its downside threshold (60% of starting value), in which case principal is reduced pro rata by the underlier’s performance factor. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk. Tax treatment is uncertain for U.S. holders; withholding on coupons to non-U.S. holders is expected. The securities are complex, not listed, and may have limited secondary-market liquidity.

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

Bank of Montreal priced US$1,391,000 Senior Medium-Term Notes, Series K — Autocallable Contingent Risk Absolute Return Buffer Notes due March 12, 2029. The notes pay no interest and offer 120.00% upside leverage to appreciation of the least performing of NDX, RTY and SPX, a 50.00% downside leverage when declines remain above a 70.00% Buffer Level, and an automatic redemption feature on March 12, 2027 if each Reference Asset exceeds its Call Level.

Key terms: Price to public 100% ($1,391,000 aggregate); Call Amount $144.60 per note (approximate 14.46% per annum) if autocalled; Maximum Downside Redemption Amount $1,150.00 per $1,000; estimated initial value $971.63 per $1,000. All payments are subject to the credit risk of Bank of Montreal.

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

FAQ

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

StockTitan tracks 1627 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 11, 2026.