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BANK OF MONTREAL /CAN/ (BMO) SEC Filings, May 19-20, 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 priced US$2,401,000 Senior Medium‑Term Notes, Series K. The amended and restated pricing supplement sets maturity on May 15, 2031 and links payments to the least performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average. The notes are autocallable beginning on May 12, 2027 with scheduled Observation Dates and Call Amounts that represent approximately 10.00% per annum if called. If not called, maturity payoff depends on the Least Performing Reference Asset and may be less than principal if a Trigger Event occurs (Final Level below a Trigger Level equal to 75.00% of each Initial Level). The document states an estimated initial value of $980.37 per $1,000 principal on the Pricing Date.

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Bank of Montreal priced a US$6,306,000 offering of Senior Medium-Term Notes, Series K — Callable Barrier Notes with Contingent Coupons due May 17, 2032, linked to the S&P 500®, Russell 2000® and the Dow Jones Industrial Average®. The notes pay contingent quarterly coupons of 2.575% per quarter (approximately 10.30% per annum) if each reference asset on an Observation Date is at or above the 75.00% Coupon Barrier Level.

The notes are callable beginning May 12, 2027; if not called, maturity payout depends on the performance of the least performing reference asset and may be less than principal. Estimated initial value on the Pricing Date was $982.38 per $1,000; price to public is 100% with proceeds to Bank of Montreal of $6,306,000.

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Rhea-AI Summary

Bank of Montreal is offering principal-protected-notes‑style, non‑interest bearing structured notes linked to the S&P 500® Index under a preliminary pricing supplement (Registration Statement No. 333-285508). Each note has a $1,000 principal amount and an upside participation rate of 140%.

The notes pay at maturity based on the underlier return measured from the trade date to a determination date expected to be within 24–27 months. Investors receive the principal if the final underlier level declines by up to 12.50% (buffer). Declines beyond 12.50% result in downside exposure of approximately 1.1429% loss of principal for every 1% drop below 87.50% of the initial level. Returns are capped at a maximum settlement amount expected to be between $1,247.52 and $1,291.20 per $1,000 note. The issuer’s estimated initial value is expected to be $969.00–$999.00 per $1,000, which is less than the original issue price.

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Rhea-AI Summary

Bank of Montreal priced principal‑protected contingent notes linked to the S&P 500® Index totaling $18,695,000. The notes have a $1,000 principal amount, a stated maturity date of May 22, 2028 (subject to postponement), and pay no interest. At maturity the cash settlement per $1,000 depends on the index performance from the trade date (May 18, 2026) to the determination date (May 18, 2028), with an upside participation rate of 150%, a maximum settlement amount of $1,223.05 per note and a buffer of 15.00% (buffer level 6,292.5925). If the final underlier level is below the buffer level, holders incur losses that increase approximately 1.1765% per 1% decline below 85.00% of the initial underlier level. The issuer will receive proceeds of $18,371,576.50 after underwriting discounts. The notes are unsecured obligations of Bank of Montreal and are not listed.

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Bank of Montreal (BMO) is offering principal-protected-style equity-linked notes tied to the S&P 500® Index with a $1,000 principal denomination and a stated maturity of September 13, 2028 (determination date September 11, 2028). The notes pay no interest and deliver a threshold settlement amount of $1,212.10 per $1,000 at maturity only if the final index level is at least 85.00% of the initial index level (initial level 7,403.05 on May 18, 2026). If the final level is below the threshold, holders lose approximately 1.1765% of principal for every 1% the final level is below the threshold and could lose all principal. The issuer is Bank of Montreal and payments are subject to its credit risk.

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Bank of Montreal priced callable, principal‑at‑risk notes linked to the iShares® MSCI Emerging Markets ETF. The notes have a $1,000 principal amount per note, an initial underlier level $64.97 (trade date May 18, 2026) and an automatic call feature on the call observation date May 26, 2027. If automatically called, holders receive principal plus a 15.70% call premium on the call payment date May 28, 2027. If not called, maturity payoffs on the stated maturity date May 22, 2028 depend on final underlier performance versus the initial level, with a maturity date premium of 31.40%, an upside participation rate of 200%, and a downside threshold at $51.976 (80.00% of the initial underlier level). The estimated initial value was $993.06 per $1,000 principal amount and the original issue price equals $1,000 per note. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk.

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Bank of Montreal (BMO) priced US$1,786,000 of Senior Medium-Term Notes, Series K — Capped Contingent Risk Absolute Return Barrier Notes linked to the S&P 500® Index, with a Pricing Date of May 15, 2026, settlement on May 20, 2026, and maturity on May 20, 2031. The notes provide 1:1 upside participation subject to a Maximum Redemption Amount of $2,460.00 per $1,000 principal (a 146.00% cap). If the S&P 500 falls but finishes above the Barrier Level (80.00% of the Initial Level), investors receive a positive capped downside return up to $1,200.00 per $1,000 (a 20.00% return). If a Barrier Event occurs (final level below the Barrier Level), losses are linear: investors lose 1% of principal for each 1% decline in the index and may lose up to 100% of principal. All payments are subject to BMO credit risk and the notes pay no interest.

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Bank of Montreal issued a pricing supplement for an offering of US$4,193,000 in Senior Medium‑Term Notes, Series K — Barrier Enhanced Return Notes due May 20, 2031. The notes provide 205.00% upside leverage on any appreciation of the S&P 500® Futures Excess Return Index and feature a 60.00% barrier (a 40.00% downside trigger). If the Final Level on the Valuation Date is at or above the Initial Level, holders receive $1,000 plus 205.00% times the Percentage Change per $1,000 principal. If the Final Level is below the Barrier, holders suffer a linear loss of principal equal to the Percentage Change, potentially losing up to 100% of principal. The notes pay no interest, are unsecured obligations of Bank of Montreal, will not be listed, and are subject to issuer credit risk. The Pricing Date and Valuation Date are both May 15, 2026 and May 15, 2031 respectively, with settlement on May 20, 2026 and maturity on May 20, 2031. The issuer’s initial estimated value was $957.23 per $1,000 principal; the price to public equals 100% ($1,000 per note).

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Bank of Montreal is offering US$1,295,000 of Senior Medium-Term Notes, Series K, Barrier Enhanced Return Notes due May 20, 2032, linked to the S&P 500® Futures Excess Return Index. The notes provide 205.00% upside leverage on appreciation of the Reference Asset but include a 60.00% barrier; if the Reference Asset falls below the barrier, investors lose 1% of principal for each 1% decline and may lose all principal. The notes pay no interest, are unsecured obligations of the Bank of Montreal, are sold at 100% of principal (price to public), and are subject to the issuer’s credit risk and limited liquidity.

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Bank of Montreal is offering US$5,778,000 of Senior Medium-Term Notes, Series K: Autocallable Contingent Risk Absolute Return Barrier Notes due May 21, 2029 linked to Palantir Technologies Inc. Class A common stock. The notes pay no interest, are unsecured and may be automatically redeemed on May 21, 2027 if the Reference Asset closes above its Call Level, in which case investors receive principal plus a $245 Call Amount per $1,000 (about 24.50% per annum). If not called, final payment depends on the Reference Asset's Final Level: positive upside participation uses a 125.00% Upside Leverage Factor; downside outcomes are capped at a $1,500.00 Maximum Downside Redemption Amount per $1,000 unless a Barrier Event (Final Level < $67.00) occurs, in which case losses are 1% per 1% decline. All payments are subject to BMO credit risk.

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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 20, 2026.