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.
Bank of Montreal (BMO) priced a primary offering of US$449,000 in Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes linked to the least performing of the Russell 2000®, the Dow Jones Industrial Average® and the Nasdaq-100 Technology Sector Index. The notes were priced on June 30, 2026, settle on July 06, 2026 and mature on June 06, 2028. The notes pay a Contingent Coupon of 0.7292% per month (approximately 8.75% per annum) when each Reference Asset is at or above its Coupon Barrier on an Observation Date. They are autocallable beginning December 31, 2026 if each Reference Asset is at or above its Call Level, in which case holders receive principal plus the applicable Contingent Coupon. At maturity, if not called and if a Trigger Event occurred (Final Level of any Reference Asset below its Trigger Level of 60.00% of Initial Level), payment equals $1,000 plus the percentage change of the least performing Reference Asset, which can result in losses of principal. The pricing supplement states an estimated initial value of $973.97 per $1,000 principal on the Pricing Date.
Bank of Montreal (BMO) priced US$532,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due July 06, 2029. The notes link to the S&P 500®, Russell 2000® and the Nasdaq-100 Technology Sector indices and settle on July 06, 2026.
Contingent coupons equal 0.875% per month (~10.50% per annum) and pay monthly if each reference asset on the Observation Date is at or above its Coupon Barrier (70% of the Initial Level). Notes autocall if, on any Observation Date beginning December 31, 2026, each index is at or above its Call Level (100% of its Initial Level). At maturity, if a Trigger Event (any Final Level below 70% of its Initial Level) occurs, principal is reduced proportionally to the Least Performing Reference Asset; hypothetical examples show possible maturity payments from $1,000 down to $0 per $1,000.
Bank of Montreal is offering US$682,000 of Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons due July 06, 2028. The notes pay a contingent coupon of 0.80% per month (approximately 9.60% per annum) if each Reference Asset on an Observation Date is at or above its Coupon Barrier (60% of the Initial Level). Pricing Date was June 30, 2026, Settlement Date July 06, 2026, and the estimated initial value was $992.08 per $1,000 principal. If, on the Valuation Date (June 30, 2028), any Reference Asset is below its Trigger Level (60% of Initial Level), a Trigger Event occurs and the maturity payment will be $1,000 plus $1,000 times the Percentage Change of the Least Performing Reference Asset, which may be less than principal and could be zero. The notes are unsecured obligations of the Bank and are not FDIC‑insured.
Bank of Montreal priced a US$250,000 Series K Senior Medium-Term Note structured as an Autocallable Barrier Note with Memory Coupons linked to Robinhood Markets, Inc. Class A common stock (HOOD). The notes pay a contingent monthly coupon of 1.61% (approximately 19.32% per annum) when the Reference Asset closes at or above a coupon barrier of $50.14 (50.00% of the Initial Level). The Initial Level is $100.28 and the notes may be automatically redeemed beginning on December 31, 2026 if the Reference Asset closes above its Call Level. At maturity on January 06, 2028, if no automatic redemption occurs and the Final Level is below the Trigger Level ($50.14), holders will receive a reduced cash amount tied to the percentage change in the Reference Asset; otherwise they receive full principal. The estimated initial value was $942.08 per $1,000 on the pricing date.
The Bank of Montreal priced US$1,844,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due July 06, 2027. The notes link to the Least Performing of the S&P 500® and the Russell 2000® indices.
Key economics: pricing date June 30, 2026, settlement July 06, 2026, valuation date June 30, 2027. Contingent coupons pay 2.85% per quarter (≈ 11.40% per annum) if each reference asset is at or above its coupon barrier on observation dates. The notes autocalI on observation dates when both references are at or above their Call Level (100% of Initial Level). If not autocalIed, maturity payoff depends on the Least Performing Reference Asset and may return less than principal if a Trigger Event occurs.
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 Chevron (CVX), Microsoft (MSFT) and MasTec (MTZ). The notes settle on July 06, 2026 and mature on July 06, 2028. Contingent monthly coupons equal 1.8542% (about 22.25% per annum) payable when each reference asset equals or exceeds its Coupon Barrier (60.00% of its Initial Level). Automatic redemption may occur beginning on December 31, 2026 if each Reference Asset is at or above its Call Level (100% of Initial Level). At maturity, if a Trigger Event occurs (Final Level of any Reference Asset < Trigger Level), payment equals $1,000 plus $1,000 times the Percentage Change of the least performing Reference Asset; this amount may be less than principal and could be zero. The estimated initial value on the Pricing Date was $964.33 per $1,000 principal amount.
Bank of Montreal priced US$341,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due July 06, 2028. The notes reference the S&P 500® (SPX), Russell 2000® (RTY) and Nasdaq-100 Technology Sector (NDXT). Contingent coupons of 0.8917% per month (approximately 10.70% per annum) are payable monthly if each Reference Asset on an Observation Date is at or above its Coupon Barrier (70% of Initial Level). Beginning December 31, 2026, the notes may be automatically redeemed if each Reference Asset is at or above its Call Level (100% of Initial Level) on an Observation Date; on automatic redemption investors receive principal plus the applicable Contingent Coupon. At maturity (if not called) holders receive $1,000 per $1,000 unless a Trigger Event occurred; if a Trigger Event occurred the maturity payoff equals $1,000 plus $1,000 multiplied by the Percentage Change of the Least Performing Reference Asset, which may result in a payment below principal, including zero. The Pricing Date was June 30, 2026 and the estimated initial value was $970.95 per $1,000 on that date.
Bank of Montreal (BMO) priced a US$2,624,000 offering of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due July 06, 2029. The notes pay a contingent coupon of 1.375% per month (approximately 16.50% per annum) if each reference asset meets monthly coupon barrier tests.
If not auto-redeemed, maturity payment depends on the Least Performing Reference Asset; a Trigger Event occurs if any Final Level is below its Trigger Level (50% of Initial Level), reducing principal by the Percentage Change of that asset. Estimated initial value on the Pricing Date was $975.75 per $1,000 principal amount.
Bank of Montreal priced US$839,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due July 08, 2030, linked to the least performing of the S&P 500, Russell 2000 and the Nasdaq-100 Technology Sector indices. The notes pay a contingent coupon of 0.7083% per month (approximately 8.50% per annum) if, on each Observation Date, every Reference Asset is at or above its Coupon Barrier Level.
If not autocalled, at maturity investors receive $1,000 per $1,000 principal unless a Trigger Event occurred; if a Trigger Event occurred, the maturity payment equals $1,000 plus $1,000 times the Percentage Change of the Least Performing Reference Asset, which may be less than principal or zero. The Pricing Date was June 30, 2026, Settlement Date July 06, 2026, Valuation Date July 02, 2030.
Bank of Montreal (BMO) priced US$519,000 of Senior Medium-Term Notes, Series K: callable barrier notes with contingent monthly coupons linked to the least performing of the NASDAQ-100 (NDX), Russell 2000 (RTY) and Dow Jones Industrial Average (INDU). The Pricing Date was June 30, 2026, Settlement Date July 06, 2026, Valuation Date January 03, 2028 and Maturity Date January 06, 2028.
If, on an Observation Date, each Reference Asset closes at or above its Coupon Barrier Level, a Contingent Coupon of 1.05% per month (approximately 12.60% per annum) will be paid. The issuer may call the notes beginning on October 01, 2026 on any Observation Date. At maturity, if a Trigger Event occurred (any Final Level below its Trigger Level), investors receive $1,000 × Percentage Change of the Least Performing Reference Asset, which may be less than principal and could be zero; otherwise investors receive $1,000.