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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 a supplemental offering of US$187,000 in Senior Medium-Term Market Linked Notes, Series K due December 03, 2030. The notes pay no interest and provide 1-for-1 upside exposure to the S&P 500Index subject to a Maximum Redemption Amount of $1,550.00 per $1,000 principal and an effective cap of 55.00%. If the Reference Asset falls but remains >= 90.00% of its Initial Level, investors lose on a 1:1 basis up to 10.00% of principal; if below 90.00%, maturity pays $900.00 per $1,000 principal. Payments are unsecured and subject to Bank of Montreal credit risk.

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Rhea-AI Summary

Bank of Montreal (BMO) is offering US$7,508,000 in Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons due June 04, 2029. The notes pay contingent monthly coupons of 1.0417% per month (approximately 12.50% per annum) if each Reference Asset closes at or above its 70.00% Coupon Barrier on an Observation Date and are callable by the issuer beginning December 01, 2026.

If not called, the maturity payment depends on the Least Performing Reference Asset (TLT, NDX, RTY); a Trigger Event occurs if any Final Level is below its Trigger Level (70.00% of Initial Level), in which case the maturity payoff equals $1,000 x (1 + Percentage Change of the Least Performing Reference Asset) and may be less than principal. The estimated initial value on the Pricing Date was $986.90 per $1,000.

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Bank of Montreal priced US$587,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons due June 04, 2029, linked to the least performing of the VanEck® Gold Miners ETF (GDX), the S&P 500® Index (SPX) and the Nasdaq-100 Technology Sector Index (NDXT).

The notes pay a 1.15% per month contingent coupon (approximately 13.80% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier Level and are subject to monthly autocall beginning December 01, 2026. Principal is repaid at maturity unless a Trigger Event occurs, in which case maturity payoff equals $1,000 plus $1,000 multiplied by the Percentage Change of the Least Performing Reference Asset. The pricing supplement shows an estimated initial value of $947.80 per $1,000 principal amount and a public offering price of 100% with an agent commission of 1%.

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Bank of Montreal is offering US$281,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes linked to the least performing of the common stock of Amazon.com, Inc., Tesla, Inc. and NVIDIA Corporation. The notes pay a Contingent Coupon of 1.6875% per month (approximately 20.25% per annum) when each Reference Asset on an Observation Date is at or above its Coupon Barrier. The notes can be automatically redeemed beginning on September 01, 2026 if each Reference Asset is at or above its Call Level (100% of Initial Level). At maturity on June 04, 2029, if not called, holders receive $1,000 per $1,000 unless a Trigger Event occurs (Final Level of any Reference Asset below its Trigger Level of 50% of Initial Level), in which case payment equals $1,000 plus $1,000 times the Percentage Change of the Least Performing Reference Asset. The Pricing Date was May 29, 2026, Settlement Date June 03, 2026, Valuation Date May 30, 2029, and the estimated initial value on the Pricing Date was $971.08 per $1,000.

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Bank of Montreal is offering $3,045,000 of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Memory Coupons linked to the common stock of NRG Energy, Inc. The notes were priced on May 29, 2026, settle on June 03, 2026 and mature on June 02, 2028. Each note carries a contingent coupon of 3.75% per quarter (approximately 15.00% per annum) if the Reference Asset meets the Coupon Barrier Level of $69.72 (52.00% of the Initial Level). The Initial Level is $134.08. Beginning on November 30, 2026 the notes may be automatically redeemed if the Reference Asset closes above the Call Level (100% of the Initial Level). At maturity, if a Trigger Event occurs (Final Level below the Trigger Level of $69.72), payment may be in shares (Physical Delivery Amount) or cash equal to that share exposure. The pricing cover shows a public offering price of 100% and an estimated initial value of $970.15 per $1,000 principal amount.

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Bank of Montreal priced US$3,421,000 Senior Medium-Term Notes, Series K (Callable Barrier Notes). The notes were priced May 29, 2026, settle June 03, 2026 and mature June 03, 2027. Coupons accrue at 1.0417% per month (approximately 12.50% per annum) and monthly Coupons equal $10.417 per $1,000.

Payment at maturity depends on the performance of the Least Performing Reference Asset (the S&P 500®, NASDAQ-100® and Russell 2000®). A Trigger Event occurs if any Reference Asset closes below its Trigger Level (70.00% of Initial Level) during the Monitoring Period; if triggered and the Final Level of the Least Performing Reference Asset is below its Initial Level, maturity payment equals $1,000 + ($1,000 x Percentage Change) and may be less than principal. The estimated initial value on the Pricing Date was $990.91 per $1,000. Price to public was 100% with an agent's commission of 0.45%.

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Bank of Montreal priced a US$464,000 offering of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes due June 04, 2029. The notes pay a monthly contingent coupon of 1.5417% per month (about 18.50% per annum) if each reference stock meets its 70.00% coupon barrier on an Observation Date. The notes are linked to the least performing of META, GOOG and AMZN, call for automatic redemption if all reference assets close at or above their initial levels on an Observation Date, and return at maturity either principal or a reduced cash amount determined by the percentage change of the least performing reference asset. The public offering price was 100% of principal for most investors, with certain fee-based accounts offered between $997.50 and $1,000 per $1,000. The estimated initial value on the Pricing Date was $967.96 per $1,000 in principal amount. The notes are unsecured obligations of the Bank; payment at maturity is cash only.

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Bank of Montreal prices US$2,125,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons linked to the least performing of Amazon.com, Inc. and Oracle Corporation.

The notes pay a contingent coupon of 1.6667% per month (~20.00% per annum) when each reference asset on an Observation Date is at or above its Coupon Barrier Level. The notes may be automatically redeemed beginning on August 31, 2026 if both reference assets close at or above their Call Level on an Observation Date. If not called, payment at maturity on December 03, 2027 is cash only and depends on the Final Level of the least performing reference asset; a Trigger Event occurs if any Final Level is below its Trigger Level (each Trigger Level equals 50.00% of the Initial Level). The Pricing Date was May 29, 2026, Settlement Date June 03, 2026, and the estimated initial value was $968.86 per $1,000 of principal.

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Bank of Montreal (BMO) priced US$3,279,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the least performing of the Russell 2000® (RTY), XLP (State Street Consumer Staples ETF) and the Nasdaq-100 Technology Sector Index (NDXT). The notes mature on June 03, 2030 and may be automatically redeemed beginning on November 30, 2026 if, on an Observation Date, each Reference Asset is at or above its Call Level (100% of its Initial Level).

If not called, contingent coupons of 1.0417% per month (~12.50% per annum) are payable monthly only when each Reference Asset closes on an Observation Date at or above its Coupon Barrier (75% of Initial Level). At maturity the redemption depends on the performance of the least performing Reference Asset: investors receive $1,000 per $1,000 principal unless a Trigger Event occurs (Final Level below 60% of Initial Level for any Reference Asset), in which case the cash payment equals $1,000 plus $1,000 times the Percentage Change of the least performing Reference Asset.

The public offering price was 100% of principal (some fee‑based accounts between $995 and $1,000). Estimated initial value on the Pricing Date was $975.61 per $1,000. Price to public, commissions and proceeds are reported on the cover.

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Bank of Montreal is offering US$1,490,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to the common stock of Biogen Inc. The Pricing Date is May 29, 2026, Settlement Date June 03, 2026 and Maturity Date June 02, 2028. The notes pay contingent quarterly coupons of 2.8375% per quarter (approximately 11.35% per annum) if the Reference Asset closes at or above the Coupon Barrier Level on an Observation Date, with a Memory Coupon feature that can pay previously unpaid coupons later. The Initial Level is stated as $196.00, and the Coupon Barrier Level and Trigger Level are each $129.36 (66.00% of the Initial Level). The notes are autocallable beginning on the November 30, 2026 observation if the Reference Asset is above the Call Level (100% of Initial Level). If not redeemed, payment at maturity depends on the Final Level; a Trigger Event (Final Level below the Trigger Level) causes delivery of shares (Physical Delivery Amount) or cash. The estimated initial value on the Pricing Date was $966.01 per $1,000 in principal amount. Terms and risks are described in the referenced prospectus, prospectus supplement and product supplement.

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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.