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BANK OF MONTREAL /CAN/ (BMO) SEC Filings, Jun 29, 2026

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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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The Bank of Montreal is offering Capped Leveraged Index Return Notes® linked to the State Street SPDR S&P Regional Banking ETF (ticker: KRE), due June 30, 2028. The notes have a $10 principal per unit, a public offering price of $10.00 and an initial estimated value of $9.73 per unit. They provide a 200% participation rate in positive performance of the Underlying Fund up to a Capped Value of $13.36 per unit and protect principal only if the Ending Value remains at or above the Threshold Value of $67.29 (90% of the Starting Value). Payments depend on the Underlying Fund performance and BMO’s creditworthiness; the notes are unsecured, not insured, and include an underwriting discount of $0.20 and a hedging-related charge of $0.05 per unit.

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Bank of Montreal priced US$341,000 of Senior Medium-Term Notes, Series K — Digital Return Barrier Notes due May 31, 2028. The notes pay a Digital Return of 18.50% at maturity if the Least Performing Reference Asset (the lower of the S&P 500, NASDAQ-100 and Russell 2000) finishes at or above 70.00% of its June 25, 2026 initial level. If the Least Performing Reference Asset falls below the 70.00% barrier, payoff equals principal adjusted by the Percentage Change of that Least Performing Reference Asset, producing losses of 1% of principal per 1% decline below the initial level (up to full principal loss). The Pricing Date is June 25, 2026, Settlement Date June 30, 2026, Valuation Date May 25, 2028. All payments are unsecured obligations of Bank of Montreal and subject to its credit risk. The issuer’s estimated initial value was $957.31 per $1,000; price to public equals 100%.

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Bank of Montreal is offering US$1,283,000 of Senior Medium-Term Notes, Series K — Buffer Enhanced Return Notes due June 30, 2031, linked to the S&P 500® Futures Excess Return Index. The notes provide 169.00% upside leverage if the Reference Asset finishes at or above its Initial Level of 590.78. A buffer equal to 20.00% (Buffer Level 472.62) protects investors from losses up to that decline; if the Reference Asset falls beyond the buffer, investors lose 1% of principal for each 1% decline beyond 20.00%, with potential principal loss up to 80.00%. The estimated initial value was $945.87 per $1,000 principal amount on the Pricing Date. The notes pay no interest, are unsecured obligations of the Bank of Montreal and are subject to the Bank’s credit risk. Payments are subject to market disruption and calculation agent adjustments.

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Bank of Montreal is offering US$1,147,000 of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes due June 30, 2028. The notes provide 150.00% upside leverage on S&P 500® appreciation subject to a 15.00% maximum return (Maximum Redemption Amount $1,150.00 per $1,000). If the S&P 500® falls more than 20.00% from the Initial Level, investors lose 1% of principal for each 1% decline beyond 20.00%, permitting up to an 80.00% principal loss. The notes pay no interest, are unsecured obligations of Bank of Montreal, and all payments are subject to the Bank's credit risk. The Pricing Date was June 25, 2026, Settlement Date June 30, 2026, Valuation Date June 27, 2028.

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The Bank of Montreal is offering Capped Buffer GEARS, senior unsecured notes linked to the S&P 500® Index maturing on June 29, 2028. The notes have a $10 principal amount per security, an Upside Gearing of 2.0%, a Maximum Gain of 20.15% (Maximum Payment at Maturity of $12.015) and a Buffer of 10% (Downside Threshold = 6,618.62, which is 90% of the Initial Underlier Value). The offering size shown on the cover is $16,344,830.00 with proceeds to the issuer of $16,017,933.40. The securities provide upside participation subject to a capped gain and expose holders to 1-for-1 downside beyond the 10% buffer; all payments are subject to the credit risk of Bank of Montreal.

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Bank of Montreal priced US$896,000 Senior Medium‑Term Notes, Series K—market‑linked notes due June 30, 2028—linked to the least performing of the S&P 500® and the Russell 2000®. The notes pay no interest and deliver at maturity either principal or an upside participation subject to a Maximum Redemption Amount of $1,130.00 per $1,000 principal (a 13.00% cap).

Mechanics: if the Least Performing Reference Asset finishes above its Initial Level, the payoff equals $1,000 plus the Percentage Change times a 100.00% Upside Leverage Factor, capped at the Maximum Redemption Amount; if it finishes at or below its Initial Level, investors receive $1,000. Payments are unsecured obligations of Bank of Montreal and subject to the issuer’s credit risk. The pricing supplement states an estimated initial value of $971.35 per $1,000.

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Bank of Montreal (BMO) priced US$135,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons linked to the S&P 500, Russell 2000 and the Dow Jones Industrial Average. The notes price at 100% ($1,000 per $1,000) with an estimated initial value of $945.23 per $1,000. Coupons are contingent quarterly at 1.65% per quarter (approximately 6.60% per annum) if each reference asset on an Observation Date is at or above its Coupon Barrier Level (70% of Initial Level). The notes settle on June 30, 2026 and mature on June 30, 2031; automatic redemption may occur annually beginning on June 25, 2027 if each reference asset is at or above its Call Level (100% of Initial Level). At maturity, if a Trigger Event occurs (the Final Level of any reference asset is below its Trigger Level), holders receive a return tied to the least performing reference asset and may receive less than principal, potentially zero. The notes are unsecured obligations of the Bank and are not FDIC- or CDIC-insured.

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Bank of Montreal is offering US$666,000 of Senior Medium-Term Market Linked Notes, Series K, due June 29, 2029, linked to the least performing of the NASDAQ-100 Index® and the Dow Jones Industrial Average®. The notes pay no interest and provide 1-to-1 upside participation up to a Maximum Redemption Amount of $1,237.50 per $1,000 principal (a 23.75% maximum return). If the Least Performing Reference Asset finishes below its Initial Level, investors receive only principal at maturity. The initial estimated value on the pricing date was $964.60 per $1,000, the price to public was 100% and the notes are unsecured obligations of the Bank of Montreal.

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Bank of Montreal priced US$546,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the least performing of RTY, INDU and NDXT. The Pricing Date is June 25, 2026, settlement is June 30, 2026 and maturity is June 28, 2030. The notes pay scheduled automatic redemption amounts beginning on June 30, 2027 ($1,112.50 per $1,000) and escalate on subsequent Observation Dates to a final call amount of $1,450.00 per $1,000 if not previously called. If not called, maturity payment depends on the Percentage Change of the Least Performing Reference Asset; a Trigger Event occurs if any Final Level is below 60.00% of its Initial Level. The estimated initial value on the Pricing Date was $933.76 per $1,000.

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Bank of Montreal (BMO) is offering US$213,000 of Senior Medium-Term Notes, Series K — capped contingent risk absolute return buffer notes linked to the S&P 500® Index maturing on June 30, 2031. The notes provide 175.00% upside and downside leverage subject to a 41.00% Maximum Return (Maximum Redemption Amount $1,410.00 per $1,000) and a 20.00% buffer (Buffer Level = 80.00% of Initial Level). If the Final Level is below the Buffer Level, investors lose 1% of principal for each 1% decline beyond the buffer, up to an 80.00% loss. The notes do not pay interest, are unsecured obligations of BMO, and all payments are subject to BMO 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 June 29, 2026.