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BANK OF MONTREAL /CAN/ (BERZ) SEC Filings, Feb 25, 2026

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 SEC filing 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.

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Bank of Montreal priced US$88,000 of Senior Medium-Term Notes, Series K: Autocallable Buffer Notes due February 28, 2029, linked to the least performing share of the SPDR® Gold Trust (GLD) and the iShares® Silver Trust (SLV).

The notes pay no interest, may auto-redeem on March 01, 2027 if both Reference Assets exceed their Call Levels, and would return principal plus a Call Amount equal to approximately 15.00% per annum on the Call Settlement Date. If not redeemed, maturity payoffs track the Least Performing Reference Asset with a 30.00% downside buffer; losses beyond the buffer reduce principal on a one-for-one basis, with up to 70.00% principal loss possible. All payments are subject to the credit risk of Bank of Montreal.

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Bank of Montreal priced a US$156,000 issuance of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes due February 28, 2030 linked to the S&P 500® Index.

The notes offer a 200.00% upside leverage factor subject to a $1,345.50 maximum redemption per $1,000 principal (a 34.55% maximum return). They provide a 10.00% buffer (buffer level = 90.00% of the initial level) that yields a positive payment for declines up to the buffer capped at a $1,100.00 maximum downside redemption per $1,000. Losses occur if the Reference Asset falls more than 10.00%, with potential principal loss up to 90.00%.

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Bank of Montreal priced US$1,785,000 of Senior Medium-Term Notes, Series K—Digital Return Barrier Notes due May 28, 2027 linked to the least performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average. The notes offer a 7.75% Digital Return if the Least Performing Reference Asset finishes at or above 65.00% of its February 23, 2026 Pricing Date level; below that barrier investors suffer a linear loss of principal (1% loss per 1% index decline), potentially losing up to 100% of principal. Payments are unsecured obligations of the Bank and subject to its credit risk.

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Bank of Montreal priced US$750,000 Senior Medium‑Term Notes, Series K, an autocallable barrier enhanced‑return note linked to the common stock of Tesla, Inc. The notes mature on February 26, 2029 and are callable on March 1, 2027 if the closing level of Tesla is greater than 100.00% of its Initial Level.

If automatically redeemed, holders receive principal plus a $184.40 Call Amount per $1,000 principal (approximately 18.44% per annum). If not called, upside at maturity equals 150.00% of any positive Percentage Change; a Barrier at $239.90 (60.00% of the Initial Level) triggers linear downside, potentially losing up to 100% of principal. Initial Level was $399.83.

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Bank of Montreal is issuing US$712,000 Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes due February 28, 2031, linked to the S&P 500® Futures Excess Return Index. The notes offer a 143.00% upside leverage factor and a 20.00% buffer (Buffer Level = 80.00% of the Initial Level). If the Reference Asset finishes at or above the Buffer Level, investors may receive positive returns up to a $1,200.00 Maximum Downside Redemption Amount per $1,000 principal; declines beyond the buffer expose holders to losses of up to 80.00% of principal. Key dates: Pricing Date February 23, 2026, Settlement Date February 26, 2026, Valuation Date February 25, 2031.

The offering was priced at 100% to public (aggregate $712,000.00), with an agent commission of approximately 4.0851% (about $29,086.00) and estimated proceeds to the Bank of $682,914.00. The issuer’s initial estimated value per $1,000 was $956.38. Payments are unsecured and subject to Bank of Montreal credit risk; the notes pay no interest and will not be listed on an exchange.

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Bank of Montreal priced US$705,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Enhanced Return Notes due February 26, 2029 linked to the iShares® Expanded Tech‑Software Sector ETF (IGV).

The notes offer a 150.00% Upside Leverage Factor on any appreciation if not auto‑redeemed, an automatic redemption test on March 01, 2027 at a Call Level of 100.00% of the Initial Level, and a Call Amount representing approximately 16.00% per annum if the notes are called. If not called and the Final Level is below the Barrier Level of $53.86 (70.00% of the Initial Level of $76.94), investors lose 1% of principal for each 1% decline below the Initial Level, potentially losing up to the full principal at maturity.

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Bank of Montreal is offering US$977,000 in Senior Medium-Term Notes, Series K: Autocallable Barrier Enhanced Return Notes linked to the least performing of the Dow Jones Industrial Average, NASDAQ-100 and Russell 2000.

The notes mature on February 28, 2029, have an Upside Leverage Factor of 150.00%, a Barrier Level equal to 70.00% of each Initial Level, and an automatic redemption feature on March 1, 2027 that pays a Call Amount representing ~16.30% per annum. The initial estimated value was $946.76 per $1,000 principal and payments are subject to the Bank of Montreal’s credit risk.

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Bank of Montreal offers US$1,000,000 Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the Dow Jones Industrial Average®. The notes provide $1,450.00 maximum redemption per $1,000 principal (45.00% maximum return) and an 110.00% upside leverage factor. A buffer of 10.50% (Buffer Level = 43,679.63) protects investors from losses up to that decline; if the Reference Asset falls below the Buffer Level, investors lose 1% of principal for each 1% decline beyond 10.50%, with a potential principal loss of up to 89.50%. Key dates: Pricing Date February 23, 2026, Settlement Date February 26, 2026, Valuation Date February 12, 2029, Maturity Date February 15, 2029. All payments are subject to the credit risk of Bank of Montreal.

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Bank of Montreal is offering US$356,000 of Senior Medium-Term Notes, Series K: Contingent Risk Absolute Return Buffer Notes linked to the S&P 500® Index, maturing on February 28, 2031.

The notes provide 150.00% upside and downside leverage subject to a Maximum Redemption Amount of $1,385.00 per $1,000 principal and a Buffer Level at 80.00% of the Initial Level. If the Final Level is below the Buffer Level, investors lose 1% of principal for each 1% decline beyond the Buffer (up to an 80.00% principal loss). Pricing Date is February 23, 2026, Settlement Date February 26, 2026, and Valuation Date February 25, 2031. All payments are subject to the credit risk of Bank of Montreal.

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Bank of Montreal is offering US$1,118,000 of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the S&P 500® Index, maturing February 28, 2029. The notes provide $1,000 principal units with 150.00% upside leverage subject to a $1,230.00 Maximum Redemption Amount (a 23.00% cap). The structure protects the first 20.00% of index decline (Buffer Level = $5,470.20, 80.00% of Initial Level) but exposes investors to losses beyond that point of up to 80.00% of principal. Pricing Date was February 23, 2026, settlement February 26, 2026, valuation date February 23, 2029. The public offering price was 100% with an aggregate Agent’s Commission of approximately 2.718%, and an estimated initial value of $958.09 per $1,000 on the Pricing Date. All payments are unsecured obligations of the Bank of Montreal and subject to its credit risk.

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FAQ

How many BANK OF MONTREAL /CAN/ (BERZ) SEC filings are available on StockTitan?

StockTitan tracks 1660 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 February 25, 2026.