STOCK TITAN

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$1,645,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the common stock of Uber Technologies, Inc. The notes price date is May 29, 2026, settlement June 03, 2026 and maturity June 05, 2028. Each note has an Initial Level of $70.40 and a Coupon Barrier/Trigger Level equal to $38.72 (55.00% of Initial Level). Contingent coupons pay 2.85% per quarter (approximately 11.40% per annum), equal to $28.50 per $1,000 if the Reference Asset closes at or above the Coupon Barrier on an Observation Date. The notes are automatically redeemed if the Reference Asset closes at or above the Call Level on an Observation Date. The estimated initial value is $970.46 per $1,000 principal amount.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$2,955,000 Senior Medium-Term Notes, Series K: Autocallable Barrier Notes linked to the common stock of Devon Energy Corporation (DVN). The notes pay a contingent quarterly coupon of 3.0875% (approximately 12.35% per annum) if the Reference Asset meets the coupon barrier on observation dates, feature an automatic redemption if the stock closes at or above the Call Level on an Observation Date, and mature on June 05, 2028.

The Initial Level is $44.49; the Coupon Barrier and Trigger Level are both $26.69 (60.00% of Initial Level). Payment at maturity is either $1,000 per note if no Trigger Event occurs or a physical/cash delivery tied to the Final Level if the Final Level is below the Trigger Level. The estimated initial value was $970.11 per $1,000 principal amount on the Pricing Date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal is issuing US$997,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Barrier Notes due June 03, 2032. The notes provide 180.00% leveraged positive participation in the S&P 500® Futures Excess Return Index on appreciation. If the Reference Asset declines but stays above a 60.00% Barrier Level, investors receive a capped positive downside payout up to a $1,400.00 per $1,000 Maximum Downside Redemption Amount. If the Final Level falls below the Barrier Level, investors lose 1% of principal for each 1% decline and may lose up to 100% of principal. Payments are unsecured obligations of Bank of Montreal; all payments are subject to the issuer’s credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Bank of Montreal prices US$1,433,000 of Senior Medium-Term Notes, Series K (Digital Return Barrier Notes) linked to the common stock of Tesla, Inc. The notes pay a 17.30% Digital Return at maturity if the Final Level of Tesla stock is greater than or equal to 60.00% of its Pricing Date level. If the Final Level is below the Barrier Level, investors receive a physical delivery of Tesla shares (or, at the issuer’s election, cash), with losses equal to 1% of principal for each 1% decline below the Initial Level; delivery amounts are calculated using an Initial Level of $435.79 (Pricing Date close) and a Digital/Barrier Level of $261.47. Notes mature on July 02, 2027, are unsecured obligations of Bank of Montreal, issued in $1,000 denominations, and are subject to the Bank’s credit risk and limited liquidity.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$1,056,000 of Senior Medium-Term Notes, Series K — Capped Contingent Risk Absolute Return Buffer Notes due June 04, 2029.

These structured notes link to the S&P 500® Index and provide 300.00% upside leverage on positive index performance capped at a 30.00% return (maximum redemption $1,300.00 per $1,000). The notes also deliver a limited positive payoff when the index declines up to a 10.00% buffer (buffer level = 90.00% of initial level); if the index falls more than 10.00%, investors incur losses of 1% of principal for each 1% decline beyond the buffer, with potential loss up to 90.00% of principal. The notes do not pay interest, are unsecured senior obligations of the Bank, are subject to the Bank of Montreal's credit risk, and have an estimated initial value of $976.11 per $1,000 on the Pricing Date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal is offering $2,113,000 of Senior Medium-Term Notes, Series K — Capped Contingent Risk Absolute Return Buffer Notes linked to the S&P 500® Index, maturing on June 05, 2028.

The notes provide 300.00% upside leverage on any positive Percentage Change subject to a $1,202.50 Maximum Redemption Amount per $1,000 principal and offer protection for declines up to a 10.00% Buffer (Buffer Level = 6,822.05, Initial Level = 7,580.06). If the Final Level falls below the Buffer Level, investors lose 1.00% of principal for each additional 1% decline (losses up to 90.00% of principal). All payments are subject to Bank of Montreal credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

The Bank of Montreal is offering US$622,000 aggregate principal of Senior Medium-Term Notes, Series K — market-linked notes due June 04, 2029 — with returns linked to the least performing of iShares MSCI EAFE ETF (EFA) and the EURO STOXX 50® Index (SX5E). The notes provide 100.00% participation in positive performance of the Least Performing Reference Asset up to a Maximum Redemption Amount of $1,450.00 per $1,000 principal (a 45.00% maximum return). If the Least Performing Reference Asset finishes at or below its Initial Level, investors receive only principal at maturity.

Payments are unsecured obligations of Bank of Montreal and subject to its credit risk; the estimated initial value on the pricing date was $969.66 per $1,000 principal. The notes do not pay interest and will not be listed. Pricing Date was May 29, 2026; Settlement Date June 03, 2026; Valuation Date May 30, 2029.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$1,366,000 of Senior Medium-Term Market Linked Notes, Series K due June 05, 2028, linked to the least performing of the S&P 500® and Russell 2000® indices. The notes pay no interest and offer 1-to-1 upside participation subject to a Maximum Redemption Amount of $1,145.00 per $1,000 principal (a 14.50% cap). If the least performing reference asset finishes below its initial level, holders receive only principal at maturity. The pricing date was May 29, 2026, the valuation date is May 31, 2028, and settlement is June 03, 2026. All payments are unsecured obligations of Bank of Montreal and subject to its credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal is offering $1,445,000 principal amount of Senior Medium‑Term Notes, Series K — market linked notes due June 03, 2031 tied to the S&P 500® Futures Excess Return Index. The notes pay no interest and at maturity provide 136.00% participation in any positive Percentage Change of the Reference Asset; if the Final Level is less than or equal to the Initial Level investors receive the $1,000 principal per $1,000 note.

The notes were priced on May 29, 2026 with an estimated initial value of $962.36 per $1,000 and a public offering price of 100%. Payments are unsecured obligations of Bank of Montreal and are subject to the issuer’s credit risk, limited secondary‑market liquidity, and structural risks tied to futures roll yields and the excess‑return nature of the index.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Bank of Montreal priced US$1,202,000 aggregate principal amount of Senior Medium-Term Notes, Series K — Capped Contingent Risk Absolute Return Buffer Notes due June 04, 2029. These notes provide 1:1 upside participation in the S&P 500® up to a Maximum Redemption Amount of $1,325.00 per $1,000, and a 20.00% buffer against declines above which investors absorb losses.

The notes pay no interest, are unsecured obligations of the Bank, carry credit risk of Bank of Montreal, are not exchange-listed, and had an estimated initial value of $978.22 per $1,000 on the Pricing Date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus

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.