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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 is offering US$741,000 of 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 Russell 2000 and the S&P 500. The notes provide 200.00% upside leverage on any appreciation of the least performing index if the notes are not called. Beginning July 07, 2027, the notes will be automatically redeemed on an Observation Date if each reference asset exceeds its Call Level; the Call Amounts are $120 and $240 per $1,000 on the listed call dates. If not called and the least performing index falls below its Barrier Level (70% of Initial Level), investors lose 1% of principal for each 1% decline, potentially losing the entire principal. The notes pay no interest, are unsecured obligations of the Bank, and all payments are subject to the Bank of Montreal's credit risk.

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Bank of Montreal is offering US$6,604,000 in Senior Medium-Term Notes, Series K, due August 06, 2027. The notes pay a Digital Return of 8.80% if the Final Level of the least performing of the S&P 500, NASDAQ-100 and Russell 2000 is at or above 60.00% of its Pricing Date level. If the Least Performing Reference Asset falls more than 40.00% from its Initial Level, investors suffer a proportional loss of principal at maturity, potentially losing up to all principal. Payments are unsecured obligations of Bank of Montreal, will not be listed, and are subject to the issuer's credit risk.

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Bank of Montreal priced US$2,951,000 of Senior Medium-Term Notes, Series K: Autocallable Barrier Enhanced Return Notes due July 06, 2029, linked to the S&P 500® Index. The notes offer 125.00% upside leverage on appreciation if not autocalled and feature an automatic redemption on July 07, 2027 if the index closes above its Call Level.

If autocalled, each note pays principal plus a $92 Call Amount (about 9.20% per annum). If not autocalled, maturity payoffs depend on the Final Level relative to the Initial Level of 7,499.36; a Barrier Level at 5,249.55 (70.00% of Initial) results in full principal protection only if Final Level is at or above the Barrier, while declines below the Barrier produce linear losses of principal up to 100%. The notes pay no interest, are unsecured obligations of the Bank, are subject to Bank of Montreal credit risk, and are not exchange-listed.

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Bank of Montreal priced a primary offering of US$2,452,000 Senior Medium-Term Notes, Series K — Capped Contingent Risk Absolute Return Buffer Notes due July 06, 2028. The notes provide 300.00% upside leverage to the S&P 500® Index subject to a $1,202.00 Maximum Redemption Amount per $1,000 principal and a 10.00% downside buffer (Buffer Level = 90.00% of the Initial Level).

The notes pay no interest, are unsecured obligations of Bank of Montreal, and are subject to the issuer’s credit risk. If the Reference Asset falls below the Buffer Level, holders lose 1% of principal for each 1% decline beyond the buffer (up to 90.00% principal loss). The initial estimated value was $984.49 per $1,000 principal amount and the public offering price aggregated to $2,452,000.

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Bank of Montreal (BMO) priced a structured market-linked note—Senior Medium-Term Notes, Series K—due July 3, 2029. Each security has a $1,000 face amount and an original offering price of $1,000. The notes pay monthly contingent coupons at an annual rate of 26.07% per annum if the lowest performing referenced stock meets its coupon threshold on the relevant calculation day. The notes are auto-callable if the lowest performing Underlier closes at or above its starting value on certain calculation days. At maturity, if not called, principal repayment depends on the performance of the lowest performing Underlier and may result in material loss if that Underlier falls below its downside threshold (50% of starting value). These unsecured obligations are subject to BMO credit risk and complex tax and market considerations.

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Bank of Montreal priced US$3,199,000 Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the S&P 500® Index, with settlement on July 06, 2026 and maturity on January 06, 2028.

The notes provide 150.00% upside leverage to positive S&P 500 returns subject to a Maximum Redemption Amount of $1,132.50 per $1,000 (a 13.25% capped return). They include an 80.00% buffer (you keep principal unless the index falls more than 20.00%); declines beyond the buffer reduce principal on a 1:1 basis, exposing holders to up to 80.00% principal loss. The issuer’s credit risk and lack of exchange listing apply.

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Bank of Montreal is offering structured, equity-linked Senior Medium-Term Notes due July 3, 2029 with a face amount of $1,000 per security and an initial estimated value of $950.53 per security. The securities pay a 26.25% per annum contingent coupon monthly when the lowest-performing underlier meets its coupon threshold, are auto-callable if the lowest-performing underlier closes at or above its starting value on certain monthly calculation days, and provide downside principal exposure if the lowest-performing underlier on the final calculation day falls below its 50% downside threshold. The notes are unsecured obligations of Bank of Montreal and subject to its credit risk. The offering references three equity underliers: Datadog, Inc. (DDOG), International Business Machines Corporation (IBM) and Oracle Corporation (ORCL).

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Bank of Montreal is offering US$204,000 of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes due July 06, 2029 linked to the least performing of the S&P 500® and the NASDAQ-100®. The notes provide 200.00% upside participation subject to a $1,390.00 maximum redemption per $1,000 principal and protect the first 15.00% of a decline in the least performing index; losses beyond that buffer reduce principal on a 1:1 basis, up to an 85.00% loss. The notes pay no interest, are unsecured obligations of Bank of Montreal, are not exchange-listed, and all payments are subject to the issuer’s credit risk. The initial estimated value on the pricing date was $963.13 per $1,000 in principal.

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The Bank of Montreal priced Senior Medium-Term Notes, Series K: market-linked, auto-callable, contingent-coupon securities linked to the lowest performing common stock of Salesforce, Netflix and ServiceNow. The pricing date was June 30, 2026, issue date July 6, 2026, and stated maturity July 3, 2029. The original offering price is $1,000 per security and the initial estimated value was $964.23 per security.

Holders may receive monthly contingent coupons at a 23.55% per annum rate if, and only if, the lowest performing Underlier closes on each calculation day at or above its coupon threshold (60% of starting value). The securities auto-call if the lowest performing Underlier meets its call threshold (90% of starting value) on certain calculation days; if not called, maturity payment depends solely on the final lowest-performing Underlier and can result in loss of more than 40% of principal. The securities are unsecured obligations of Bank of Montreal and carry issuer credit risk.

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Bank of Montreal priced US$649,000 of Senior Medium-Term Notes, Series K: Contingent Risk Absolute Return Barrier Notes due July 06, 2029, linked to the least performing of the NASDAQ-100, Russell 2000 and Dow Jones Industrial Average. The notes provide 200.00% upside exposure subject to a 59.00% cap (Maximum Redemption Amount of $1,590 per $1,000 principal). If the Least Performing Reference Asset declines but remains above its Barrier Level (set at 70.00% of the Initial Level), investors receive a capped positive downside return up to a Maximum Downside Redemption Amount of $1,300 per $1,000. If the Least Performing Reference Asset falls below the Barrier Level (a Barrier Event), holders lose 1% of principal for each 1% decline and may lose up to 100% of principal. Payments are unsecured obligations of the Bank of Montreal; all payments are subject to the Bank’s credit risk.

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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.