STOCK TITAN

BANK OF MONTREAL /CAN/ (BMO) SEC Filings, Apr 28, 2026

BMO NYSE

Welcome to our dedicated page for BANK OF MONTREAL /CAN/ SEC filings (Ticker: BMO), 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.

Rhea-AI Summary

Bank of Montreal (BMO) priced US$1,155,000 of Senior Medium-Term Notes, Series K — Autocallable Contingent Risk Absolute Return Barrier Notes due April 27, 2029 — linked to the least performing of IWM and SPY. The notes may auto‑redeem on April 30, 2027 if both reference assets close above their Call Levels, paying principal plus a Call Amount of $152.00 per $1,000 (approximately 15.20% per annum). If not called, maturity payoff depends on the Least Performing Reference Asset with a Barrier Level at 75.00% of initial levels, a Maximum Downside Redemption Amount of $1,250.00 per $1,000, and cash settlement only. All payments are subject to Bank of Montreal credit risk.

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

Bank of Montreal priced US$13,511,000 of Senior Medium-Term Notes (Series K), Callable Barrier Notes due April 30, 2027. The notes pay a Coupon of 1.0542% per month (approximately 12.65% per annum) and are linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. The notes feature an Issuer Call beginning October 27, 2026, a monitoring period from the Pricing Date to the Valuation Date, and a Trigger Level equal to 70.00% of each index initial level. The estimated initial value was $991.51 per $1,000.

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

Bank of Montreal priced $9,067,000 of Senior Medium-Term Notes, Series K — callable barrier notes due April 30, 2027 linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. Coupons accrue at 0.842% per month (≈10.10% per annum), payable monthly, and the issuer may call the notes beginning October 27, 2026. At maturity investors receive principal plus the final Coupon unless a Trigger Event occurs (Final Level of any reference asset < its Trigger Level of 70.00% of Initial Level); if triggered, maturity payment equals $1,000 + $1,000 × Percentage Change of the Least Performing Reference Asset. The estimated initial value on the Pricing Date was $991.18 per $1,000.

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

Bank of Montreal issues US$900,000 Senior Medium-Term Notes, Series K, Autocallable Barrier Notes with Memory Coupons linked to Tesla, Inc., due April 30, 2029

The notes pay quarterly contingent coupons of 3.675% per quarter (approximately 14.70% per annum) if the Reference Asset (TSLA) closes at or above a Coupon Barrier of $224.23 (60.00% of the Initial Level) on each Observation Date. The notes are automatically redeemable if TSLA closes at or above the Call Level of $373.72 (100% of the Initial Level) on an Observation Date; payment at maturity depends on the Final Level versus the Trigger Level of $224.23 and may result in loss of principal.

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

Bank of Montreal priced a US$3,154,000 offering of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to the least performing of Alphabet Inc. Class C (GOOG) and Amazon.com, Inc. common stock (AMZN).

The notes mature on April 30, 2029, pay contingent quarterly coupons at a 3.1875% per quarter (approximately 12.75% per annum) when each reference asset is at or above its coupon barrier, and include a Memory Coupon feature and an automatic redemption if both references are at or above 100% of their initial levels on an Observation Date. The offering price was 100% of principal and the issuer’s estimated initial value was $963.19 per $1,000 principal amount.

At maturity, if not auto‑redeemed, payment depends on the least performing reference asset: investors receive $1,000 unless a Trigger Event (Final Level below 60% of Initial Level) occurs, in which case the payment equals $1,000 plus the percentage change of the least performing asset, which could be less than principal.

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

Bank of Montreal (BMO) priced US$1,450,000 of Senior Medium-Term Notes, Series K — Callable Barrier Notes linked to the least performing of the S&P 500, NASDAQ-100 and Russell 2000. The notes pay a Contingent Coupon of 2.1275% per quarter (approximately 8.51% per annum) on each quarterly coupon date only if each reference asset closes on the related Observation Date at or above its Coupon Barrier (70.00% of the Initial Level). The Issuer Call may be exercised beginning on October 27, 2026 on Observation Dates; if called, investors receive principal plus any contingent coupon due on the Call Settlement Date. If not called, at maturity on April 30, 2029 the payoff equals $1,000 per $1,000 principal unless a Trigger Event occurred (Final Level of any Reference Asset below its Trigger Level, set at 70.00% of Initial Level), in which case the holder receives $1,000 × (1 + Percentage Change of the Least Performing Reference Asset). The estimated initial value was $953.51 per $1,000 on the Pricing Date; public offering price was 100% with an agent commission of 3.75%. Settlement is April 29, 2026 and Valuation Date is April 25, 2029. The notes are unsecured senior obligations of BMO and are not FDIC/ CDIC insured.

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

Bank of Montreal priced US$4,108,000 Senior Medium-Term Notes, Series K — Autocallable Buffer Notes linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. The Pricing Date was April 24, 2026, Settlement Date April 29, 2026, Valuation Date April 26, 2028, and Maturity Date May 01, 2028. The notes pay monthly contingent coupons of 0.7542% per month (approximately 9.05% per annum) if each reference asset on the Observation Date is at or above its Coupon Barrier. The notes are autocallable beginning April 28, 2027 if each reference asset is at or above its Call Level. At maturity, if the Least Performing Reference Asset is below its Buffer Level (80.00% of Initial Level), a Trigger Event occurs and principal is reduced per the stated formula; otherwise investors receive full principal plus any final contingent coupon. The estimated initial value was $984.58 per $1,000 principal.

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

Bank of Montreal (BMO) is offering US$4,681,000 of Senior Medium‑Term Notes, Series K — autocallable barrier notes with memory coupons due July 30, 2027 — linked to the least performing of the S&P 500®, NASDAQ‑100® and Russell 2000® indices. The notes pay a contingent monthly coupon of 1.0417% per month (approximately 12.50% per annum) if each reference asset on an Observation Date is at or above its Coupon Barrier (70% of the Initial Level). The notes may be automatically redeemed beginning on October 27, 2026 if all reference assets meet their Call Levels (100% of Initial Levels). At maturity, if a Trigger Event occurred and the Least Performing Reference Asset’s Final Level is below its Initial Level, principal is reduced proportionally: payment equals $1,000 plus the Percentage Change of the Least Performing Reference Asset, which may be less than principal or zero. The estimated initial value on the pricing date was $989.53 per $1,000. Terms include monitoring, adjustment and tax provisions described in the product supplement and prospectus supplement.

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 (face amount $1,000 per security) linked to the common stock of Boston Scientific Corporation with a stated maturity of May 3, 2028. The securities pay monthly contingent coupons (with a memory feature) if the Underlier meets a coupon threshold and may be automatically called early if the Underlier meets the starting value on certain calculation days. The initial estimated value was $972.10 per security (not less than $922.00 at pricing) and the contingent coupon rate will be at least 8.37% per annum. At maturity, holders receive $1,000 if the ending value is at or above the downside threshold (75% of the starting value) or a share delivery equal to the share delivery amount if below that threshold. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk.

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

Bank of Montreal priced $2,000,000 of Senior Medium-Term Notes, Series K, redeemable fixed-rate notes with a 5.40% per annum coupon. The Notes pay semi‑annual interest and mature on April 29, 2041 unless redeemed earlier on semi‑annual optional redemption dates beginning April 29, 2028. Denominations are $1,000 per Note; original issue price was $1,000.00 per Note with an underwriting discount of $15.00 (proceeds to Bank: $985.00 per Note). The Notes are unsecured and bail‑inable under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act, permitting conversion into common shares under that statutory regime. The Notes will not be listed on any exchange and involve credit, liquidity, and bail‑in conversion risks described in the supplement.

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

FAQ

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

StockTitan tracks 1170 SEC filings for BANK OF MONTREAL /CAN/ (BMO), 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/ (BMO)?

The most recent SEC filing for BANK OF MONTREAL /CAN/ (BMO) was filed on April 28, 2026.