Bank of Montreal filings document its U.S. reporting as a Canadian financial institution that files Form 6-K reports and identifies as a Form 40-F filer. Recent disclosures include quarterly earnings releases, interim consolidated financial statements, dividend declarations, officer certifications, annual meeting voting results and the bank's Code of Conduct.
The filings also cover registration-statement matters on Form F-3 and Form S-8, including incorporation by reference and legal opinions. Capital and funding disclosures include earnings coverage ratios for subordinated indebtedness, Class B preferred shares and other equity instruments, providing formal records of governance, capital structure and recurring bank reporting obligations.
Bank of Montreal priced a structured, principal‑at‑risk note linked to the S&P 500® Index. The notes (principal $1,000 each) trade date April 16, 2026, original issue date April 21, 2026, and stated maturity May 17, 2028. Payment depends on the S&P 500 closing level on the determination date; upside participation is 140% capped at a $1,275.80 maximum settlement per note, with an 85.00% buffer level that protects principal for declines up to 15.00%. The initial estimated value was $998.19 per $1,000 principal and total original issuance shown is $4,744,000.00. The notes are unsecured obligations of Bank of Montreal and do not pay interest; holders are exposed to issuer credit risk and may lose some or all principal.
Bank of Montreal reported the results of its April 15, 2026 annual shareholder meeting. All 14 director nominees were elected with strong support, with individual "for" votes ranging from 95.98% to 99.78%. Shareholders also approved appointing KPMG LLP as auditors for the 2026 fiscal year, with 91.63% of votes cast in favour.
Shareholders backed an advisory resolution on the bank’s approach to executive compensation, with 96.34% of votes for and 3.66% against. Eight shareholder proposals on topics including meeting participation, youth inclusion in governance, compensation policy, board skills, systemic role, AI oversight, enhanced disclosure, and environmental policies were all rejected, with support ranging from 0.83% to 22.17% of votes cast.
Bank of Montreal priced a US$4,100,000 offering of Senior Medium-Term Notes (Series K) — Autocallable Barrier Notes with Contingent Coupons linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. The Pricing Date was April 02, 2026, Settlement on April 07, 2026 and Maturity on April 09, 2029.
The notes pay a Contingent Coupon of 1.00% per month (approximately 12.00% per annum) when each Reference Asset closes at or above its 70.00% Coupon Barrier on an Observation Date. The notes are autocallable beginning on April 06, 2027 if each Reference Asset is at or above its Call Level (100% of Initial Level). At maturity, if a Trigger Event occurs (any Reference Asset below its 70.00% Trigger Level), holders receive $1,000 adjusted by the Percentage Change of the Least Performing Reference Asset.
The Pricing Supplement states an estimated initial value of $991.16 per $1,000 principal on the Pricing Date and discloses customary distribution conflicts, tax characterization uncertainty, and material risk factors in the referenced product supplement and prospectus.
Bank of Montreal is offering non‑interest bearing principal‑protected contingent notes linked to the iShares MSCI South Africa ETF (EZA). Each $1,000 note pays a $1,194 threshold settlement if the final underlier level is at least 75.00% of the initial level ($68.82). If below the threshold, investors lose approximately 1.3333% of principal for every 1% the final level is below the threshold; principal may be partially or fully lost. Stated maturity is September 3, 2027 (determination date September 1, 2027, both subject to postponement). The issuer is the unsecured obligor and the notes are not exchange‑listed; estimated initial value per $1,000 is between $954.90 and $984.90. The offering includes an underwriting discount of $14.10 per note and proceeds to the issuer of $985.90 per note.
Bank of Montreal is offering US$1,132,000 of Senior Medium‑Term Notes, Series K — autocallable, barrier enhanced‑return notes due April 03, 2029 linked to the least performing of the Dow Jones Industrial Average®, the NASDAQ‑100® and the Russell 2000®. The notes provide 175.00% upside leverage on the Least Performing Reference Asset if not auto‑redeemed.
On April 6, 2027 the notes will auto‑redeem if each Reference Asset closes above its Call Level (100% of Initial Level); the Call Amount is $198.00 per $1,000 (approximately 19.80% per annum). If not redeemed and the Least Performing Reference Asset falls below its Barrier Level (70% of Initial Level), investors lose 1% of principal for each 1% decline, potentially losing up to 100% at maturity. Payments are unsecured and subject to Bank of Montreal credit risk.
Bank of Montreal is offering US$386,000 of Senior Medium-Term Market Linked Notes, Series K due April 03, 2029, linked to the least performing of the NASDAQ-100 Index (NDX) and VanEck Semiconductor ETF (SMH). The notes pay at maturity based on 100% participation up to a Maximum Redemption Amount of $1,255.00 per $1,000 (a 25.50% cap). If the least performing reference asset finishes below its initial level, investors receive only principal. The notes do not bear interest, are unsecured obligations of the Bank of Montreal, and carry the issuer’s credit risk. The public offering price was 100% and the issuer’s estimated initial value was $966.78 per $1,000.
Bank of Montreal priced US$1,279,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to Agnico Eagle Mines Limited (AEM). The notes pay contingent quarterly coupons of 4.35% per quarter (approximately 17.40% per annum) if the Reference Asset meets the Coupon Barrier Level of $142.09 (70.00% of the Initial Level) on Observation Dates. The notes mature on April 06, 2029 with a Valuation Date of April 03, 2029. If not autocalled and the Final Level is below the Trigger Level of $142.09, holders receive at maturity an amount equal to $1,000 x (1 + Percentage Change), which can be less than principal and may be zero. The estimated initial value on the Pricing Date was $983.19 per $1,000. Price to public was 100% and proceeds to BMO were $1,279,000.
Bank of Montreal priced US$272,000 of Senior Medium‑Term Notes, Series K — capped barrier enhanced return notes linked to the Russell 2000® Index. The notes offer 200.00% upside leverage subject to a Maximum Redemption Amount of $1,200.00 per $1,000. If the index falls below a Barrier Level of 85.00% of the Initial Level (Initial Level 2,496.374; Barrier 2,121.918), investors lose 1% of principal for each 1% decline below the Initial Level, potentially losing up to 100% of principal. Pricing Date was March 31, 2026, settlement April 6, 2026, valuation date May 17, 2027 and maturity May 20, 2027. The price to public was 100% with an agent’s commission of 2.00% and estimated initial value of $969.08 per $1,000.
Bank of Montreal is offering US$262,000 of Senior Medium‑Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the least performing of the S&P 500® and NASDAQ‑100® Indices. The notes mature on April 03, 2029 and provide 200.00% upside leverage on positive performance up to a Maximum Redemption Amount of $1,365.00 per $1,000 (a 36.50% capped return). Investors keep their principal at maturity if the least performing index does not decline more than 15.00% (the Buffer); declines beyond the Buffer result in a 1% principal loss for each 1% decline, up to an 85.00% loss. Payments are unsecured obligations of Bank of Montreal and are subject to its credit risk. The initial estimated value was $955.21 per $1,000; the public price equals par (100%).
Bank of Montreal priced a US$500,000 issue of Senior Medium-Term Notes — Autocallable Barrier Notes with Memory Coupons — linked to the least performing of Micron Technology (MU) common stock and TSMC (TSM) ADRs. The notes pay contingent monthly coupons of 2.00% per month (approximately 24.00% per annum) when both reference assets close at or above coupon barriers. Settlement is April 02, 2026 and maturity is April 02, 2029. The notes feature an automatic redemption if both reference assets close at or above their Call Levels on an Observation Date and provide cash settlement at maturity tied to the Least Performing Reference Asset, subject to a 50.00% Trigger Level.