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BANK OF MONTREAL /CAN/ (BMO) SEC Filings, May 29, 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.

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Bank of Montreal is offering US$902,000 of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the S&P 500® Index, priced on May 28, 2026 with settlement on May 29, 2026 and maturity on November 30, 2028.

The notes provide 200.00% leveraged upside exposure subject to a Maximum Redemption Amount of $1,245.00 per $1,000 (a 24.50% cap). A 10.00% buffer protects against losses up to that threshold; if the index declines beyond the buffer, holders lose 1% of principal for each 1% decline beyond 10.00%, with up to 90.00% principal loss possible.

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Rhea-AI Summary

Bank of Montreal priced US$11,446,000 of Senior Medium-Term Notes, Series K: Capped Contingent Risk Absolute Return Buffer Notes linked to the S&P 500® Index. The notes were priced on May 28, 2026, settle May 29, 2026 and mature May 31, 2029.

Key economic terms: Upside Leverage Factor 125.00%, Downside Leverage Factor 125.00%, Buffer Level equal to 80.00% of the Initial Level, Maximum Redemption Amount $1,255.50 per $1,000, and Maximum Downside Redemption Amount $1,250.00 per $1,000. The price to public was 100% and the issuer’s estimated initial value was $969.60 per $1,000.

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Rhea-AI Summary

Bank of Montreal (BMO) priced US$1,466,000 of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the S&P 500® Index. The notes mature on May 31, 2029 and offer 300.00% upside leverage on appreciation subject to a $1,270.00 maximum redemption per $1,000 principal (a 27.00% cap). The structure protects the first 10.00% of declines (buffer) but exposes investors to losses beyond that level, up to 90.00% of principal. The notes do not pay interest, are unsecured obligations of BMO, are not exchange-listed, and are subject to BMO credit risk. The initial estimated value was $958.40 per $1,000 principal; the public price was $1,000 per $1,000 principal (aggregate $1,466,000), reflecting underwriting and hedging costs. BMOCM acted as agent and calculation agent; offering terms and secondary market activity are discretionary.

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Bank of Montreal is offering US$455,000 principal amount of Senior Medium-Term Market Linked Notes, Series K due May 31, 2029, linked to the least performing of iShares MSCI EAFE ETF (EFA) and the EURO STOXX 50® Index (SX5E). The notes pay at maturity a 1-to-1 participation in any appreciation of the least performing reference asset up to a Maximum Redemption Amount of $1,300 per $1,000 (a 30.00% cap). If the least performing reference asset closes at or 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 Bank’s credit risk. Pricing Date was May 28, 2026; valuation date is May 25, 2029. The issuer’s estimated initial value was $957.40 per $1,000.

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Bank of Montreal priced a US$1,037,000 offering of Senior Medium‑Term Market Linked Notes, Series K, due May 31, 2028. The notes pay at maturity based on the performance of the least performing of the S&P 500® and Russell 2000® indices, subject to a Maximum Redemption Amount of $1,122.50 per $1,000 (a 12.25% cap). The notes provide 100% upside participation up to that cap, return principal only if the least performing reference asset falls or is flat, do not bear interest, and are unsecured obligations of Bank of Montreal.

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Bank of Montreal priced a primary offering of $2,499,000 Senior Medium-Term Notes, Series K — Capped Contingent Risk Absolute Return Buffer Notes linked to the S&P 500® Index, maturing on May 30, 2031. The notes offer 175.00% upside and downside leverage subject to a Maximum Redemption Amount of $1,415.00 and a Buffer Level equal to 80.00% of the Initial Level. If the Final Level is below the Buffer Level, investors lose 1% of principal for each 1% decline beyond the 20.00% buffer (up to an 80.00% principal loss). The public offering price was 100% of principal; estimated initial value was $942.00 per $1,000 on the Pricing Date.

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Bank of Montreal (BMO) priced US$790,000 of Senior Medium‑Term Market Linked Notes, Series K, due May 31, 2029, linked to the least performing of the NASDAQ‑100 and the Dow Jones Industrial Average. The notes pay no interest and return at maturity is capped at a Maximum Redemption Amount of $1,216.00 per $1,000 (a 21.60% maximum). If the least performing reference asset declines, investors receive $1,000 per $1,000. The initial estimated value was $958.20 per $1,000 and all payments are subject to BMO's credit risk.

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Bank of Montreal priced US$499,000 Senior Medium‑Term Notes, Series K through a Pricing Supplement dated May 28, 2026. The notes mature on April 28, 2028 and pay no interest. They offer a potential 18.00% Digital Return if the Final Level of the Least Performing Reference Asset is at least 70.00% of its level on the Pricing Date. If the Least Performing Reference Asset falls below its Barrier Level (a decline greater than 30.00% from the Initial Level), investors lose 1% of principal for each 1% decline and may lose up to 100% of principal at maturity. Reference Assets are the S&P 500, NASDAQ‑100 and Russell 2000. The notes were offered at par in minimum denominations of $1,000; estimated initial value was $966.80 per $1,000. All payments are subject to Bank of Montreal credit risk and the notes will not be listed.

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Bank of Montreal (BMO) is offering US$917,000 of Senior Medium‑Term Notes, Series K—Autocallable Barrier Enhanced Return Notes due May 31, 2029. These notes are linked to the least performing of the Dow Jones Industrial Average, the NASDAQ‑100 and the Russell 2000 and provide 170.00% upside leverage on positive performance if not auto‑redeemed.

The notes pay no interest, may be automatically redeemed on June 01, 2027 for a $160 Call Amount per $1,000 (approximately 16.00% per annum), and expose holders to principal loss at maturity if the Least Performing Reference Asset falls below its 70.00% Barrier Level. All payments are subject to BMO credit risk. Minimum denominations are $1,000.

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Bank of Montreal (BMO) is offering US$3,620,000 of Senior Medium-Term Notes, Series K — Buffer Enhanced Return Notes due May 30, 2031. The notes provide 166.00% upside leverage to any appreciation of the S&P 500® Futures Excess Return Index, and include an 80.00% buffer (20.00% downside protection) on the Reference Asset. If the Reference Asset declines more than 20.00% from its Initial Level, holders will incur losses of 1% of principal for each 1% decline beyond the buffer (up to an 80.00% principal loss). The public offering price is 100% of principal; the issuer’s estimated initial value was $929.60 per $1,000 on the Pricing Date.

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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 May 29, 2026.