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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 priced US$115,000 Senior Medium-Term Notes, Series K via a Pricing Supplement dated March 05, 2026

The notes pay a fixed Digital Return of 11.60% at maturity on June 10, 2027 if the Final Level of the Least Performing Reference Asset (the lesser of the S&P 500® and the Russell 2000®) is at least 75.00% of its Pricing Date level. If the Least Performing Reference Asset falls below that 75.00% Barrier, investors lose 1% of principal for each 1% decline versus the Initial Level and may lose up to 100% of principal.

Notes are unsecured obligations of Bank of Montreal, subject to its credit risk, issued in minimum denominations of $1,000, not listed on any exchange, with an estimated initial value of $972.52 per $1,000.

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Bank of Montreal prices US$2,327,000 Senior Medium‑Term Notes, Series K — callable barrier notes with memory coupons linked to the Least Performing of the Russell 2000® Index, the S&P 500® Equal Weight Index and shares of the iShares® Expanded Tech‑Software Sector ETF.

Pricing Date: March 05, 2026; Settlement Date: March 10, 2026; Valuation Date: March 06, 2028; Maturity Date: March 09, 2028. Contingent interest is 2.825% per quarter (approximately 11.30% per annum), with each contingent coupon equal to $28.25 per $1,000 principal if payable. Price to public is 100% and the estimated initial value was $980.26 per $1,000 on the Pricing Date.

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Bank of Montreal priced US$14,659,000 Senior Medium‑Term Notes, Series K: Autocallable Barrier Notes with Memory Coupons linked to the EURO STOXX 50®, Russell 2000® and the Dow Jones Industrial Average®.

Key terms: maturity March 11, 2030, contingent coupon 2.5375% per quarter (≈ 10.15% per annum) payable only if each reference asset meets its coupon barrier on observation dates; automatic redemption if all references are at or above their Call Levels on an Observation Date beginning December 08, 2026. Price to public was 100% of principal and the estimated initial value was $988.70 per $1,000.

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Bank of Montreal priced a US$500,000 issuance of Senior Medium-Term Notes, Series K: Step Down Autocallable Barrier Notes linked to the least performing of the S&P 500® Equal Weight Index and shares of the iShares Expanded Tech-Software Sector ETF.

Key terms: Strike Date March 03, 2026, Pricing Date March 05, 2026, Settlement Date March 10, 2026, Valuation Date March 06, 2030, Maturity Date March 11, 2030. Notes pay specified Call Amounts on a series of Observation Dates beginning March 05, 2027, with Call Levels at 100.00% of initial levels; final protection (Trigger Level) is 70.00% of initial levels. If not called, holders receive principal unless a Trigger Event occurs, in which case payment equals $1,000 plus the Percentage Change of the least performing Reference Asset.

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Bank of Montreal priced US$580,000 Senior Medium-Term Notes, Series K: Callable Barrier Notes with Contingent Coupons linked to the least performing of the S&P 500, NASDAQ-100 and Russell 2000. The notes pay a contingent coupon of 0.8583% per month (≈10.30% per annum) when each Reference Asset is at or above its Coupon Barrier (70% of the Initial Level), are callable by the issuer beginning on March 05, 2027, and mature on March 10, 2028. The cover shows an estimated initial value of $979.69 per $1,000 principal amount and a public offering price of 100% (agents’ commission 0.25%). Payments at maturity depend on the Final Level of the Least Performing Reference Asset and may result in loss of principal if a Trigger Event occurs.

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Bank of Montreal priced Senior Medium-Term Notes, Series K, Redeemable Fixed Rate Notes due March 23, 2029. The Notes are issued at $1,000 per Note (original issue price) with a stated interest rate of 4.15% per annum, payable semi-annually beginning September 23, 2026. The Trade Date is March 19, 2026 and the Issue Date is March 23, 2026.

The Notes are redeemable at the issuer's option, in whole but not in part, on semi-annual Optional Redemption Dates commencing March 23, 2027. These Notes are bail-inable under the Canadian deposit insurance resolution regime (CDIC Act) and may be converted into common shares under subsection 39.2(2.3) of the CDIC Act. The underwriting discount is $10 per Note, leaving proceeds to the issuer of $990 per Note.

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Bank of Montreal offers Senior Medium-Term Notes, Series K — Redeemable Fixed Rate Notes due March 12, 2029 with a stated interest rate of 4.30% per annum and a principal amount of $1,000 per Note. Interest is paid semi‑annually commencing September 12, 2026. The Notes are redeemable by Bank of Montreal on semi‑annual Optional Redemption Dates beginning March 12, 2027 at 100% of principal plus accrued interest. The original issue price is $1,000.00 per Note, underwriting discount $5.00, and proceeds to the issuer $995.00 per Note. The Notes will not be listed on any exchange and are bail‑inable under the Canada Deposit Insurance Corporation Act, permitting conversion into common shares under subsection 39.2(2.3).

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Bank of Montreal priced a structured, equity-linked note: an auto-callable, contingent-coupon security linked to the lowest performing of the Class A common stock of Alphabet Inc. (GOOGL) and the common stock of Marvell Technology, Inc. (MRVL). The securities have a $1,000 face amount, an original offering price of $1,000 per security and an estimated initial value of $962.35.

The contingent coupon rate is 19.10% per annum, paid monthly if the lowest performing underlier on a calculation day is at or above its coupon threshold (60% of starting value). The securities may be auto-called if the lowest performing underlier on a calculation day from September 2026 to February 2028 is at or above its starting value; stated maturity is March 9, 2028. If not called, maturity payment depends on the ending value of the lowest performing underlier and is subject to a downside threshold equal to 50% of the starting value. The securities are unsecured obligations of Bank of Montreal and are subject to its credit risk.

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Bank of Montreal is offering non‑interest, principal‑at‑risk notes linked to the S&P 500® Index, with a trade date of March 5, 2026 and a stated maturity of June 17, 2027 (subject to postponement).

Per $1,000 principal, the notes pay: full principal if final index ≥ 87.50% of the initial level; a positive upside equal to 200% participation up to a $1,134.40 cap if the index rises; and a leveraged loss of approximately 1.1429% of principal for each 1% decline below 87.50%. The initial estimated value is $986.03 per $1,000; original issue price is $1,000.00. The notes are unsecured obligations of Bank of Montreal and carry issuer credit risk.

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Bank of Montreal priced a preliminary offering of market-linked, auto-callable senior notes (face amount $1,000) linked to the lowest performing of the common stocks of General Electric, Intel and JPMorgan Chase. Pricing date was March 11, 2026, issue date March 16, 2026, and stated maturity March 16, 2028.

The notes pay monthly contingent coupons only if the lowest-performing underlier on each calculation day is at or above its coupon threshold; the contingent coupon rate will be set at pricing at no less than 17.70% per annum. The securities are auto-callable if the lowest-performing underlier meets its call threshold on certain monthly observation dates. At maturity, principal is preserved only if the lowest-performing underlier is at or above its downside threshold (set at 50% of its starting value); otherwise the maturity payment equals $1,000 times that underlier's performance factor.

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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 9, 2026.