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BANK OF MONTREAL /CAN/ (BMO) SEC Filings, May 28-29, 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.

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 is offering a preliminary pricing supplement for senior medium-term auto-callable, contingent coupon equity-linked notes due June 7, 2029, linked to the lower-performing share of 3M Company and NVIDIA Corporation. The original offering price is $1,000 per security and the estimated initial value at pricing is $963.70 (not less than $910.00 per security). The securities pay monthly contingent coupons (the contingent coupon rate will be determined on the pricing date and will be at least 15.75% per annum), are subject to an automatic call feature, and expose holders to full downside on the lowest performing Underlier if its ending value is below a 65% downside threshold. Purchasers are exposed to issuer credit risk and complex tax and market risks; the offering is preliminary and subject to final pricing.

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Rhea-AI Summary

Bank of Montreal is offering Trigger Autocallable Contingent Yield Notes linked to the least performing of the S&P 500® Index and the EURO STOXX 50® Index due June 1, 2029. The offering totals $28,325,750 at an Original Issue Price of $10.00 per Note with a minimum investment of $1,000.

The Notes pay a fixed Contingent Coupon quarterly at an 8.25% per annum rate if both Underliers meet a 70% Coupon Barrier on each Coupon Observation Date; otherwise no coupon is paid for that quarter. The Notes are automatically callable on quarterly Call Observation Dates if each Underlier closes at or above its Initial Underlier Value, in which case holders receive principal plus the final Contingent Coupon. If not called, maturity payoff depends on the Final Underlier Values: if any Underlier finishes below its 70% Downside Threshold, the repayment is reduced proportionally to the negative return of the Least Performing Underlier, exposing holders to potential substantial or total loss of principal.

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Rhea-AI Summary

Bank of Montreal is offering $14,133,200 of Trigger Autocallable Contingent Yield Notes due June 1, 2029. The Notes pay a contingent quarterly coupon at a 10.25% per annum rate if both the S&P 500® Index and the EURO STOXX 50® Index close at or above their 70% Coupon Barriers on each Coupon Observation Date. The Notes are automatically callable on quarterly Call Observation Dates if both Underliers close at or above their Trade Date levels. If not called, at maturity the principal is repaid in full only if both Final Underlier Values are at or above their 70% Downside Thresholds; otherwise the payment equals $10 × (1 + Underlier Return of the Least Performing Underlier), exposing holders to full downside of the worst-performing Underlier. Trade Date is May 28, 2026, settlement May 29, 2026, Final Valuation Date May 29, 2029, and maturity June 1, 2029. The estimated initial value is $9.93 per Note and the Original Issue Price is $10.00 per Note. All payments are subject to Bank of Montreal credit risk; investors may lose a significant portion or all of their investment.

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Bank of Montreal is offering Senior Medium-Term Redeemable Fixed Rate Notes, Series K with a stated maturity of May 27, 2033. The Notes pay 4.90% per annum semiannually, have a $1,000 principal denomination, and an original issue price of $1,000 per Note. The issuer may redeem the Notes in whole (but not in part) on semiannual optional redemption dates at 100% of principal plus accrued interest. The Notes are bail-inable under the CDIC Act and may be converted into common shares under Canadian bank resolution powers. The underwriting discount is $20 per Note, with proceeds to Bank of Montreal of $980 per Note.

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Rhea-AI Summary

Bank of Montreal priced a series of Senior Medium-Term Notes (Series K). The Notes pay 4.35% per annum, have a stated maturity of May 29, 2029, and pay principal of $1,000 per Note at maturity unless redeemed. The original issue price is $1,000 per Note (underwriting discount $10, proceeds to the issuer $990 per Note). The Notes are bail-inable and subject to conversion into common shares under subsection 39.2(2.3) of the CDIC Act. The issuer may redeem the Notes in whole (but not in part) on semi-annual Optional Redemption Dates at 100% of principal plus accrued interest.

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Rhea-AI Summary

Bank of Montreal priced Senior Medium-Term Notes, Series K: redeemable fixed-rate notes carrying a 4.70% annual interest rate and a stated maturity of May 29, 2031.

The notes are issued in $1,000 denominations (original issue price $1,000.00 per note) with proceeds to the issuer of $985.00 per note after an underwriting discount of $15.00. Interest is payable semi-annually commencing December 11, 2026. The issuer may redeem the notes in whole (but not in part) on semi-annual optional redemption dates beginning June 11, 2027. These notes are bail-inable under the Canadian CDIC Act and may be converted into common shares under subsection 39.2(2.3) of the CDIC Act; holders are deemed to consent to those provisions by acquisition.

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Bank of Montreal is offering Capped Leveraged Index Return Notes® linked to the MSCI Emerging Markets, due June 2028, in a primary public offering.

The notes have a $10.00 principal per unit, a participation rate of 200%, a Threshold Value equal to 90.00% of the Starting Value, and a Capped Value to be set at pricing (illustrative range $12.40–$12.80 per unit). Payments at maturity depend on the indexed Ending Value, and all payments are subject to BMO’s credit risk and the offering’s stated fees and hedging charges.

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Bank of Montreal is offering Trigger Autocallable Contingent Yield Notes linked to the least performing of the S&P 500® Index and the EURO STOXX 50® Index with a Trade Date of May 28, 2026 and a scheduled Maturity Date of June 1, 2029. The notes pay a quarterly Contingent Coupon set between 8.00% and 8.50% per annum provided both underliers meet their 70% Coupon Barrier on each observation date. The notes are automatically callable on quarterly call observation dates if each underlier closes at or above its Initial Underlier Value, in which case holders receive the principal plus a final contingent coupon. If not called and the Final Underlier Value of any underlier is below its 70% Downside Threshold, repayment at maturity will be reduced proportionally to the negative return of the Least Performing Underlier; holders may lose a substantial portion or all of their investment. The Original Issue Price is $10.00 per note, with an estimated initial value of $9.77 (no less than $9.30) and proceeds to the issuer of $9.80 per note after a $0.20 underwriting discount. Payments are subject to the credit risk of Bank of Montreal and the notes will not be listed on an exchange.

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Rhea-AI Summary

Bank of Montreal is offering Trigger Autocallable Contingent Yield Notes linked to the least performing of the S&P 500® Index and the EURO STOXX 50® Index. The notes have a $10 principal amount per note, a trade date of May 28, 2026, settlement on May 29, 2026, a final valuation on May 29, 2029, and a maturity date of June 1, 2029.

The Contingent Coupon Rate will be set on the Trade Date at between 10.00% and 10.50% per annum (equal quarterly payments if each Underlier meets its Coupon Barrier). Each Underlier's Coupon Barrier and Downside Threshold equal 70% of its Initial Underlier Value. If notes are autocalled on a Call Observation Date, holders receive principal plus the final contingent coupon; if not called, principal is repaid at maturity only if each Underlier is at or above its Downside Threshold. If any Underlier is below its Downside Threshold at the Final Valuation Date, holders suffer a loss equal to the negative return of the Least Performing Underlier and may lose a significant portion or all of their investment. The issuer is Bank of Montreal and payments are subject to its credit risk.

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Bank of Montreal proposes an offering of Senior Medium-Term Notes in multiple tranches under its Series J shelf, including fixed-to-floating rate tranches and a floating-rate tranche. The Notes are bail-inable and subject to conversion under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act. Interest structures include initial fixed-rate periods followed by Compounded SOFR-based floating periods for the fixed/floating tranches, and quarterly Compounded SOFR-based interest for the floating tranche. Redemption features include optional redemptions, tax redemptions and par-call mechanics; net proceeds will be contributed to the general funds of Bank of Montreal.

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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.