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BANK OF MONTREAL /CAN/ (BMO) SEC Filings, May 22-26, 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.

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Bank of Montreal (BMO) is offering Capped Leveraged Index Return Notes® due June 2028 linked to the State Street® SPDR® S&P® Regional Banking ETF (KRE). The notes pay based on the Ending Value of KRE versus the Starting Value, provide a 200% Participation Rate up to a capped return and include a 90% Threshold that preserves principal if the Ending Value stays at or above that level. The Capped Value is expected to be between $12.80 and $13.20 per unit (28.00%–32.00% return); the issuers initial estimated value is expected to be between $9.00 and $9.38 per unit. The public offering price is $10.00 per unit, with an underwriting discount of $0.20 and proceeds to BMO of $9.80 per unit. Payments are subject to BMOs credit risk and to the term sheets risks and tax considerations.

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Bank of Montreal priced US$550,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons — linked to the common stock of Netflix, Inc. The notes pay a contingent coupon of 2.675% per quarter (~10.70% per annum) if observation conditions are met, have an Initial Level of $89.33, a Coupon/Trigger Level of $62.53 (70.00% of Initial Level), an automatic redemption feature beginning on May 25, 2027, and mature on May 31, 2029. The estimated initial value was $952.74 per $1,000 on the Pricing Date.

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Bank of Montreal (BMO) priced US$504,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due May 29, 2029. The notes are linked to the least performing of the NASDAQ-100 Index (NDX), the XLU ETF and the XLY ETF. Pricing Date was May 20, 2026, settlement on May 26, 2026, and valuation date May 23, 2029.

The notes pay contingent monthly coupons of 0.7417% per month (~8.90% per annum) if each Reference Asset on an Observation Date is at or above its Coupon Barrier (70% of Initial Level). Automatic redemption occurs if, on an Observation Date starting Nov 24, 2026, each Reference Asset is at or above its Call Level (100% of Initial Level). At maturity, if a Trigger Event occurs (any Reference Asset below its Trigger Level, 70% of Initial Level), principal is reduced pro rata to the percentage change of the Least Performing Reference Asset.

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Bank of Montreal (BMO) priced US$1,000,000 of Senior Medium‑Term Notes, Series K — Step Down Autocallable Barrier Notes due May 29, 2029 — linked to the least performing of MDT, VST and AXON. The notes pay scheduled automatic redemption amounts on specified Observation Dates if each Reference Asset meets its Call Level, otherwise the maturity payoff depends on the Least Performing Reference Asset and may return less than principal if a Trigger Event occurs. The pricing date was May 20, 2026 and the issuer’s estimated initial value was $972.00 per $1,000 principal. The notes are unsecured obligations of BMO; investors receive cash only at maturity.

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Bank of Montreal priced US$1,000,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due May 22, 2029. The notes are linked to the least performing of Medtronic public limited company (MDT), Vistra Corp. (VST) and Axon Enterprise, Inc. (AXON) and were priced on May 20, 2026 with a settlement date of May 22, 2026.

The notes pay a contingent monthly coupon of 2.3333% per month (~28.00% per annum) when each reference asset on a Coupon Observation Date is at or above its Coupon Barrier Level (60% of Initial Level). They are subject to automatic redemption beginning on November 18, 2026 if each Reference Asset is at or above its Call Level (100% of Initial Level). At maturity, if not autocalled, repayment depends on the Percentage Change of the Least Performing Reference Asset and may be less than principal if a Trigger Event (Final Level below the 50% Trigger Level) occurs.

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Bank of Montreal priced US$3,378,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons — on May 20, 2026, linked to the least performing of GOOG, AVGO and PLTR. Settlement is May 26, 2026 and maturity is May 31, 2029. The notes pay a Contingent Interest Rate of 4.725% per quarter (approximately 18.90% per annum) when each reference asset meets its 50% Coupon Barrier on observation dates and feature a Memory Coupon. The notes are automatically redeemable beginning on May 25, 2027 if each Reference Asset equals or exceeds its Call Level (100% of initial levels). At maturity, if a Trigger Event occurred (the Least Performing Reference Asset is below its 50% Trigger Level on the Valuation Date), repayment equals $1,000 x (1 + Percentage Change of the Least Performing Reference Asset), which may be less than principal. The estimated initial value on the Pricing Date was $941.98 per $1,000 principal amount.

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Bank of Montreal is offering US$1,405,000 aggregate principal of Senior Medium-Term Notes, Series K — Callable Barrier Notes with Memory Coupons due May 31, 2029. The notes are linked to the least performing of the common stocks of Johnson & Johnson, AbbVie and Eli Lilly. They pay contingent monthly coupons of 1.1875% per month (≈ 14.25% per annum) when each reference asset is at or above a coupon barrier. Coupon Barrier and Trigger Levels are set at 60.00% of each Initial Level. The notes are callable by the issuer beginning November 24, 2026. If a Trigger Event occurs (a Reference Asset’s Final Level is below its Trigger Level on the Valuation Date), principal repayment at maturity will be reduced by the percentage decline of the least performing reference asset. The Pricing Date was May 20, 2026, Settlement Date May 26, 2026, and Valuation Date May 25, 2029. The estimated initial value on the Pricing Date was $965.18 per $1,000. The public offering price is generally 100% of principal amount (with certain accounts between $997.50 and $1,000 per $1,000).

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Bank of Montreal (BMO) priced US$1,682,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Contingent Coupons linked to Conagra Brands, Inc. (CAG). Pricing Date was May 20, 2026, settlement May 26, 2026, valuation June 23, 2027, and maturity June 28, 2027. The notes pay a contingent coupon of 1.2275% per month (≈14.73% per annum) when the Reference Asset closes at or above a coupon barrier of $9.63 (70.00% of the Initial Level). Beginning November 24, 2026, the notes may be automatically redeemed if the Reference Asset closes at or above the Call Level on an Observation Date. At maturity, if the Final Level is below the Trigger Level ($9.63), holders receive a cash amount equal to $1,000 × Percentage Change plus principal adjustment, which may result in losses down to zero. The estimated initial value at issuance was $941.71 per $1,000 principal and the public offering price was 100% of principal (agent’s commission 2.15%).

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Bank of Montreal priced a $435,000 issuance of Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes linked to the ordinary shares of Spotify Technology S.A. The notes were priced on May 20, 2026, settle on May 26, 2026 and mature on May 26, 2028. The notes pay specified Call Amounts beginning on May 26, 2027 if the Reference Asset closes at or above its Call Level (100.00% of the Initial Level). The Trigger Level is $259.99 (60.00% of the Initial Level); a Trigger Event (Final Level below the Trigger Level on the Valuation Date) causes a potential reduced cash payment at maturity equal to $1,000 plus the Percentage Change. The pricing supplement states an estimated initial value of $962.19 per $1,000 principal and shows the public offering price at 100% with an agent commission of 0.80% ($3,480) and proceeds to BMO of $431,520. Terms are subject to anti‑dilution adjustments, market disruption definitions, and the detailed risk disclosures referenced in the product and prospectus supplements.

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Bank of Montreal priced US$580,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the Class B common stock of NIKE, Inc. The notes pay a contingent monthly coupon of 1.1417% per month (approximately 13.70% per annum) if the Reference Asset meets the coupon barrier on observation dates and mature on May 29, 2029.

The notes have an Initial Level of $44.19, a Coupon Barrier/Trigger Level of $26.51 (60.00% of Initial Level), and an automatic redemption feature if the Reference Asset closes at or above the Call Level (100% of Initial Level) on call observation dates. Pricing date was May 20, 2026 with settlement on May 26, 2026. The document states an estimated initial value of $953.43 per $1,000 and a public offering price of 100% with an agent commission of 2.50%.

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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 26, 2026.