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

Rhea-AI Summary

Bank of Montreal priced US$504,000 Senior Medium-Term Notes, Series K—Barrier Enhanced Return Notes due June 03, 2031 linked to the S&P 500® Futures Excess Return Index.

Key mechanics: an Upside Leverage Factor of 198.00%, an Initial Level of 609.62 and a Barrier Level equal to 50.00% of the Initial Level (304.81). If the Final Level is below the Barrier Level, investors lose 1% of principal for each 1% decline; full principal loss is possible. Pricing Date was May 29, 2026, Settlement Date June 03, 2026, Valuation Date May 29, 2031. The public offering price is 100% (per note), Agent’s Commission is 0.25% ($1,260 aggregate), and proceeds to the Bank were $502,740. The initial estimated value was $969.84 per $1,000 principal amount.

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Rhea-AI Summary

Bank of Montreal is offering US$831,000 aggregate principal amount of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes due December 03, 2027 — linked to the MSCI EAFE® Index. The notes provide 150.00% upside leverage on positive index returns capped at a 12.00% maximum redemption ($1,120.00 per $1,000). If the index falls more than 20.00% from its Initial Level, investors lose 1% of principal for each 1% decline beyond that buffer, with potential principal loss up to 80.00%. The notes pay no interest, are unsecured obligations of the Bank, are not exchange-listed, and are subject to the Bank of Montreal credit risk.

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Rhea-AI Summary

Bank of Montreal priced a US$2,041,000 offering of Senior Medium-Term Notes, Series K: Contingent Risk Absolute Return Barrier Notes due June 03, 2031. The notes provide 180.00% leveraged upside to increases in the S&P 500® Futures Excess Return Index and a capped positive payout if the Reference Asset declines up to the $1,400.00 per $1,000 maximum downside redemption amount. If the Reference Asset falls below a Barrier Level of 365.77 (60.00% of the Initial Level 2,609.62), investors suffer pro rata principal losses and may lose all principal. Payments are unsecured obligations of the Bank and subject to the Bank of Montreal's credit risk. The pricing supplement states an estimated initial value of $969.34 per $1,000 principal amount on the pricing date.

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Rhea-AI Summary

Bank of Montreal (BMO) prices a US$272,000 offering of Senior Medium-Term Notes, Series K linked to the S&P 500® Index. The notes pay no interest and provide 1-to-1 participation in positive index performance up to a Maximum Redemption Amount of $1,610.00 per $1,000 (a 61.00% cap). If the index ends between 90.00% and 100.00% of its Initial Level, investors lose 1% of principal for each 1% decline; if below 90.00% they receive $900.00 per $1,000 (a 10.00% loss). The notes were priced on May 29, 2026, settle on June 03, 2026, and mature on December 03, 2031. Payments are unsecured obligations of BMO and subject to BMO credit risk.

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Bank of Montreal prices US$5,150,000 of Senior Medium-Term Notes, Series K — Buffer Enhanced Return Notes due June 03, 2031, linked to an unequally weighted basket of the S&P 500® (80%) and MSCI EAFE® (20%). For each $1,000 principal, investors receive no interest and a leveraged upside equal to 104.00% of any Basket appreciation. If the Basket declines by more than a 20.00% buffer, holders lose 1% of principal for each 1% decline beyond the buffer, and could lose up to 80.00% of principal at maturity.

The notes were priced on May 29, 2026 with settlement on June 03, 2026. The issuer’s initial estimated value was $983.63 per $1,000 principal; price to public equals 100% ($5,150,000 aggregate). Payments depend on Basket final levels, are unsecured obligations of Bank of Montreal, are subject to the bank’s credit risk, will not be listed, and will not confer shareholder rights in underlying indices.

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Bank of Montreal is offering US$1,057,000 aggregate principal amount of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the S&P 500® Index, maturing December 03, 2027. The notes provide 150.00% upside participation subject to a Maximum Redemption Amount of $1,105.00 per $1,000. If the index falls more than 20.00% from the Initial Level, investors lose 1% of principal for each additional 1% decline (up to 80.00% loss). The notes do not pay interest, are unsecured obligations of the Bank and are subject to the Bank of Montreal’s credit risk. Pricing Date was May 29, 2026, settlement on June 03, 2026, and valuation date on November 30, 2027.

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Bank of Montreal priced US$835,000 aggregate Senior Medium‑Term Notes, Series K: Capped Barrier Enhanced Return Notes linked to the S&P 500® Index, Pricing Date May 29, 2026 and Maturity Date June 03, 2031.

The notes provide 127.00% Upside Leverage on positive S&P 500 performance up to a Maximum Redemption Amount of $1,600.00 per $1,000 principal (a 60.00% cap). The notes have a Barrier Level equal to 4,548.04 (60.00% of the Initial Level 7,580.06); if the Final Level is below that Barrier, investors lose 1% of principal for each 1% decline.

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Bank of Montreal priced US$725,000 Senior Medium-Term Notes, Series K — Digital Return Buffer Notes due June 05, 2028, linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. The notes pay a 19.50% Digital Return at maturity if the Least Performing Reference Asset's Final Level is at or above 80.00% of its Pricing Date level.

If the Least Performing Reference Asset declines by more than 20.00%, investors lose 1% of principal for each 1% decline beyond the 20.00% buffer, exposing holders to up to 80.00% principal loss at maturity. The notes do not bear interest, are unsecured obligations of the Bank, and all payments are subject to the credit risk of Bank of Montreal.

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Bank of Montreal (BMO) priced US$1,316,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Barrier Notes due June 04, 2029. The notes provide 200.00% upside leverage on the least performing of the NASDAQ-100, Russell 2000 and the Dow Jones Industrial Average, capped at a Maximum Redemption Amount of $1,575.00 per $1,000. If the least performing reference asset falls but stays above its Barrier Level (70.00% of initial), investors receive a positive downside-protected payment up to $1,300.00 per $1,000. If a Barrier Event occurs (Final Level below the Barrier Level), holders incur linear losses of 1% of principal for each 1% decline in the least performing reference asset and may lose up to 100% of principal. The notes do not pay interest, are unsecured obligations of BMO, carry BMO credit risk, and will not be listed on an exchange.

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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 2, 2026.