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BANK OF MONTREAL /CAN/ (BMO) SEC Filings, Jul 2, 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.

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Bank of Montreal (BMO) is offering US$912,000 principal amount of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due January 06, 2028. The notes pay a contingent coupon of 1.0333% per month (approximately 12.40% per annum) when each Reference Asset closes at or above its Coupon Barrier on an Observation Date. The notes are linked to the least performing of the NASDAQ-100 (NDX), Russell 2000 (RTY) and Dow Jones Industrial Average (INDU). If not autocalled, maturity payout equals $1,000 plus the percentage change of the least performing Reference Asset, subject to a Trigger Event if any Final Level is below 70.00% of its Initial Level. Pricing Date was June 30, 2026, settlement July 06, 2026, valuation date January 03, 2028. The estimated initial value was $991.37 per $1,000.

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Bank of Montreal (BMO) priced US$833,000 Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons due January 06, 2028 — linked to the least performing of the S&P 500® and the Russell 2000®. The notes pay a contingent monthly coupon of 0.7083% (approximately 8.50% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier Level (70% of the Initial Level). The notes are callable by Bank of Montreal beginning December 31, 2026 on Observation Dates; if not called, principal at maturity depends on the Percentage Change of the Least Performing Reference Asset and may be less than principal (full loss possible). Initial levels: SPX 7,499.36, RTY 3,024.367; Coupon/Trigger Levels: SPX 5,249.55, RTY 2,117.057 (each 70% of Initial Level). The pricing date was June 30, 2026, settlement July 06, 2026, valuation date January 03, 2028. The cover shows an estimated initial value of $983.65 per $1,000 on the Pricing Date and a public offering price at or near par.

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Bank of Montreal priced US$1,786,000 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 price on June 30, 2026, settle on July 06, 2026, and mature on June 06, 2028.

The notes pay a contingent coupon of 0.8542% per month (approximately 10.25% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier Level (70% of initial level). At maturity, if any Reference Asset’s Final Level is below its Trigger Level (70% of Initial Level), investors receive $1,000 × Percentage Change of the Least Performing Reference Asset plus $1,000, which may be less than principal. The estimated initial value was $975.91 per $1,000 on the Pricing Date.

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Bank of Montreal (BMO) priced a US$235,000 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 0.75% per month (≈9.00% per annum) if each Reference Asset is at or above its 75.00% Coupon Barrier on observation dates. The Reference Assets are the S&P 500® (SPX), the Russell 2000® (RTY) and the Dow Jones Industrial Average® (INDU). The notes are callable beginning June 30, 2027 if on an Observation Date each Reference Asset is at or above its Call Level (100% of Initial Level). At maturity, if not called, payment depends on the Percentage Change of the Least Performing Reference Asset and may be less than principal; a Trigger Event occurs if any Final Level is below its 75.00% Trigger Level. The estimated initial value on the Pricing Date was $972.02 per $1,000 principal amount, and the public offering price was generally 100% (with certain fee‑based accounts receiving prices between $984 and $1,000).

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Bank of Montreal priced US$911,000 of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Contingent Coupons linked to the least performing of the VanEck® Semiconductor ETF (SMH) and the Dow Jones Industrial Average® (INDU).

The notes pay a contingent monthly coupon of 1.2292% per month (approximately 14.75% per annum) when each reference asset on an Observation Date is at or above its 70% Coupon Barrier; they may autocall beginning June 30, 2027. At maturity on July 06, 2028, if a Trigger Event occurred, payment equals $1,000 × (1 + Percentage Change of the Least Performing Reference Asset), which can be less than principal.

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Bank of Montreal priced a US$789,000 offering of Senior Medium-Term Notes, Series K — market-linked notes due July 06, 2029 — linked to the least performing of iShares® MSCI EAFE ETF (EFA) and the EURO STOXX 50® Index (SX5E).

The notes provide 1-to-1 upside exposure to the Least Performing Reference Asset up to a Maximum Redemption Amount of $1,500.00 per $1,000 principal (a 50.00% cap). If the Final Level of the Least Performing Reference Asset is below or equal to its Initial Level, the notes repay only the $1,000 principal. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk.

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Bank of Montreal priced US$1,773,000 Senior Medium-Term Notes, Series K: autocallable Barrier Enhanced Return Notes due July 06, 2029 linked to the least performing of the Dow Jones Industrial Average, the NASDAQ-100 and the Russell 2000. The notes pay no interest and may be automatically redeemed on July 7, 2027 if each reference asset closes above its Call Level; in that case holders receive principal plus a $210.00 Call Amount per $1,000 principal (approximately 21.00% per annum). If not called, maturity payoff depends on the Least Performing Reference Asset: positive returns are amplified by an Upside Leverage Factor of 175.00%; losses below a Barrier Level (70.00% of initial) produce dollar-for-dollar losses (you lose 1% of principal for each 1% decline below initial). The issuer’s estimated initial value was $968.36 per $1,000 and the public offering price was $1,000 per $1,000. All payments are subject to the credit risk of Bank of Montreal.

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The Bank of Montreal is offering $2,369,000 of Senior Medium‑Term Notes, Series K, linked to the least performing of the S&P 500® and Russell 2000®. The notes pay no interest, mature on July 06, 2028, and were priced on June 30, 2026 with settlement on July 06, 2026. Investors receive 1‑for‑1 upside exposure up to a Maximum Redemption Amount of $1,155.00 per $1,000 (a 15.50% capped return). If the least performing reference asset declines, holders receive only principal at maturity. The issuer’s credit risk (Bank of Montreal) applies, the notes are unlisted, and the initial estimated value was $978.05 per $1,000.

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Bank of Montreal (BMO) is offering US$6,730,000 of Senior Medium-Term Notes, Series K — Digital Return Barrier Notes due August 06, 2027. The notes pay a 10.06% Digital Return if the Least Performing Reference Asset (the lower of the S&P 500® and Russell 2000®) finishes at or above 70.00% of its level on the Pricing Date. If that Least Performing Reference Asset falls below the 70% Barrier, investors suffer a pro rata loss of principal equal to the Percentage Change, potentially up to a 100% principal loss. The notes are unsecured obligations of BMO, issued in $1,000 denominations, not listed, and subject to BMO credit risk. The public offering price was 100% and the issuer’s estimated initial value was $992.73 per $1,000.

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Bank of Montreal priced US$390,000 of Senior Medium-Term Notes, Series K (Digital Return Barrier Notes) linked to the least performing of the S&P 500® and Russell 2000®. The notes mature on October 06, 2027 and offer a Digital Return of 11.50% if the least performing index's Final Level is at least 75.00% of its Pricing Date Initial Level. If the Least Performing Reference Asset falls below the 75.00% barrier, holders experience a linear loss of principal equal to the Percentage Change, potentially losing up to 100% of principal. Payments are unsecured obligations of the Bank and subject to its credit risk; the estimated initial value was $977.67 per $1,000 principal on the Pricing Date.

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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 July 2, 2026.