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 US$1,850,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due June 29, 2029 linked to the least performing of XOP and XBI. The notes pay a quarterly contingent coupon of 3.94% per quarter (approximately 15.76% per annum) when each reference asset closes on an Observation Date at or above its Coupon Barrier Level. The notes are automatically redeemed if, on any Observation Date beginning December 28, 2026, both reference assets close at or above their Call Level (100% of Initial Level). At maturity, if a Trigger Event occurs (Final Level of any reference asset below its Trigger Level of 70.00% of Initial Level), payment equals $1,000 × (1 + Percentage Change of the Least Performing Reference Asset), which may be less than the principal and could be zero. The estimated initial value on the pricing date was $963.80 per $1,000. Payment will be in cash only; BMOCM is Calculation Agent and Selling Agent.
Bank of Montreal (BMO) priced US$2,612,000 of Senior Medium-Term Notes, Series K — Barrier Notes with Contingent Coupons due July 02, 2029. The notes pay semiannual contingent coupons of 4.575% per semiannual period (approximately 9.15% per annum) if each reference index is at or above its coupon barrier on observation dates. At maturity investors receive $1,000 per $1,000 principal unless a Trigger Event occurs; if a Trigger Event occurs the maturity payment equals $1,000 plus the Percentage Change of the least performing reference asset, which may result in a payment below principal. Reference assets are the Russell 2000® and the S&P 500®. Pricing date: June 26, 2026; Settlement date: July 01, 2026; Valuation date: June 27, 2029. The estimated initial value on the pricing date was $984.41 per $1,000.
Bank of Montreal is offering US$606,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to Ulta Beauty, Inc. (ULTA) stock. The notes pay a contingent coupon of 0.975% per month (≈11.70% per annum) if the Reference Asset on each Observation Date is ≥ the Coupon Barrier Level of $302.84 (62.00% of the Initial Level). Beginning December 29, 2026 the notes may be automatically redeemed if the Reference Asset closes at or above the Call Level (100% of Initial Level) on an Observation Date. If not autocalled, at maturity on August 02, 2027 each $1,000 principal will pay $1,000 unless the Final Level is below the Trigger Level (also $302.84), in which case the cash payment equals $1,000 plus $1,000 multiplied by the Percentage Change in the Reference Asset, which can result in a payment substantially below principal. The notes are cash-settled only, unsecured obligations of the Bank, and the estimated initial value on the Pricing Date was $971.89 per $1,000 principal.
Bank of Montreal (BMO) priced US$6,054,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due October 01, 2027, linked to the least performing of the S&P 500, NASDAQ-100 and Russell 2000.
Key economics: pricing date June 26, 2026, settlement July 01, 2026, valuation date September 28, 2027. Contingent Interest Rate is 1.0958% per month (~13.15% per annum) if each reference asset on an Observation Date is >= its Coupon Barrier (65% of Initial Level). Estimated initial value was $988.02 per $1,000. Notes can autocall beginning on Observation Dates if each Reference Asset >= Call Level (100% of Initial Level). At maturity, if a Trigger Event occurred and the Least Performing Reference Asset is below its Initial Level, holders receive $1,000 plus the Percentage Change of that asset, which may be less than principal.
Bank of Montreal priced US$2,140,000 Senior Medium-Term Notes, Series K, an autocallable barrier note linked to the common stock of Salesforce, Inc. (CRM). The notes pay a contingent coupon of 1.3167% per month (approximately 15.80% per annum) when the Reference Asset meets the Coupon Barrier on Observation Dates and may be automatically redeemed beginning on December 29, 2026.
Key mechanics: Pricing Date June 26, 2026, Settlement Date July 01, 2026, Valuation Date July 28, 2027, Maturity August 02, 2027. The Coupon Barrier and Trigger Level are $91.85 (58.00% of the Initial Level). If a Trigger Event occurs at maturity, the cash payment equals $1,000 × Percentage Change and may be less than principal. The cover shows an estimated initial value of $979.47 per $1,000 on the Pricing Date.
Bank of Montreal priced US$300,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to Ulta Beauty, Inc. common stock. The notes pay a contingent coupon of 1.1725% per month (approximately 14.07% per annum) when monthly observation levels meet the coupon barrier. The notes settle on July 01, 2026, mature on August 02, 2027, and have a valuation date of July 28, 2027. The Initial Level of the reference stock is $488.45; the Coupon Barrier and Trigger Level are both $302.84 (62.00% of the Initial Level). If not autocalled, principal repayment at maturity depends on the Final Level relative to the Trigger Level and may be less than principal. The estimated initial value on the Pricing Date was $986.85 per $1,000 principal.
Bank of Montreal priced US$624,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to Tractor Supply Company (TSCO). The notes price on June 26, 2026, settle on July 01, 2026 and mature on June 29, 2028. The notes reference TSCO with an Initial Level of $31.21, a Coupon Barrier and Trigger Level of $15.61 (50.00% of the Initial Level), and a quarterly contingent coupon of 3.75% (approximately 15.00% per annum) payable only if observation-date conditions are met. The offering size is $624,000.00; public offering price is 100% (with certain fee-based account prices between $981.50 and $1,000 per $1,000). On the pricing date the estimated initial value was $980.61 per $1,000 principal.
Bank of Montreal (BMO) priced US$139,000 of Senior Medium-Term Notes, Series K — Barrier Notes with Contingent Coupons due July 02, 2029, linked to the least performing of the Russell 2000® and the S&P 500®. Coupons equal $40.50 per $1,000 if each reference asset is at or above a 75% coupon barrier on observation dates. At maturity investors receive $1,000 per $1,000 unless a Trigger Event occurs; if triggered, maturity pays $1,000 plus the percentage change of the least performing index, which can result in principal loss.
Bank of Montreal priced US$800,000 in Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Memory Coupons linked to the common stock of Amazon.com, Inc. The notes price at 100% ($1,000 per $1,000) with an estimated initial value of $971.50 per $1,000. They pay a 3.10% per quarter contingent coupon (approximately 12.40% per annum) when the Reference Asset closes at or above a Coupon Barrier of $180.11 (75.00% of the Initial Level). The notes mature on June 29, 2029 with a Valuation Date of June 26, 2029. Beginning on December 28, 2026 the notes are subject to automatic redemption if the Reference Asset closing level on an Observation Date is at or above the Call Level (100% of the Initial Level). At maturity, if the Final Level is below the Trigger Level ($180.11), investors receive $1,000 plus $1,000 times the Percentage Change, which may result in principal loss. The offering was distributed by BMOCM; proceeds to Bank of Montreal equal 97.65% of principal.
Bank of Montreal (BMO) priced US$2,557,000 Senior Medium-Term Notes, Series K — Callable Barrier Notes due July 01, 2027. The notes pay a Coupon of 0.925% per month (approximately 11.10% per annum), with monthly Coupon Payment Dates beginning August 01, 2026. Pricing Date was June 26, 2026, Settlement Date July 01, 2026, and Valuation Date June 28, 2027. Initial Levels are SPX 7,354.02, NDX 29,118.24, and RTY 3,010.084. Trigger Levels equal 70.00% of Initial Levels: SPX 5,147.81, NDX 20,382.77, RTY 2,107.059. A Trigger Event occurs if any Final Level is below its Trigger Level on the Valuation Date; if triggered, payment at maturity equals $1,000 + $1,000 × Percentage Change of the Least Performing Reference Asset, which may be less than principal. The cover shows an estimated initial value of $992.52 per $1,000. The notes are unsecured obligations of the Bank and are callable in whole on specified Call Dates beginning December 29, 2026.