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.
Bank of Montreal priced US$2,825,000 Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with contingent quarterly coupons linked to Constellation Energy Corporation common stock (ticker CEG). The notes pay a 4.0625% per quarter contingent coupon (≈16.25% per annum) if the Reference Asset meets the Coupon Barrier on Observation Dates and may auto‑redeem if the Reference Asset is at or above the Call Level on an Observation Date. The Initial Level is $267.20, Coupon Barrier and Trigger Level are $160.32 (60.00% of Initial Level). Price to public is 100%, agent’s commission 2.00%, proceeds to Bank of Montreal $2,768,500. Estimated initial value on the Pricing Date was $962.70 per $1,000. Payment at maturity is cash only and depends on the Final Level on the Valuation Date; if a Trigger Event occurs, principal repayment at maturity will equal $1,000 × (Final Level / Initial Level).
Bank of Montreal priced US$536,000 Senior Medium-Term Notes, Series K — Autocallable Buffer Notes linked to the least performing of the S&P 500® Index and the VanEck® Gold Miners ETF. The Pricing Date is May 15, 2026, Settlement Date May 20, 2026, Valuation Date August 16, 2028 and Maturity Date August 21, 2028. The notes pay a Contingent Interest Rate of 0.6542% per month (approximately 7.85% per annum) when each Reference Asset is at or above its Coupon Barrier on Coupon Observation Dates, and are subject to an automatic redemption if both Reference Assets are at or above their Call Level on a Call Observation Date. At maturity, if a Trigger Event occurs (a Reference Asset's Final Level is below its Buffer Level), the cash payment equals $1,000 + [$1,000 x (Percentage Change of the Least Performing Reference Asset + Buffer Percentage)], exposing investors to losses up to 65.00% of principal. The Coupon Barrier Levels are $65.51 for GDX and 5,556.38 for SPX (75.00% of Initial Levels); Buffer Levels are $56.78 for GDX and 4,815.53 for SPX (65.00% of Initial Levels). The estimated initial value on the Pricing Date was $955.17 per $1,000 principal amount.
Bank of Montreal priced US$425,000 in Senior Medium-Term Notes, Series K—Autocallable Barrier Notes with Memory Coupons linked to CoreWeave, Inc. Class A common stock. The notes pay a contingent coupon of 2.1167% per month (approximately 25.40% per annum) if monthly observation levels meet the coupon barrier.
If not autocalled, principal at maturity depends on CoreWeave's final stock level versus a $53.65 trigger level (50.00% of the Initial Level); a Trigger Event can reduce the principal payoff below par. The estimated initial value was $946.43 per $1,000 on the pricing date.
Bank of Montreal priced US$10,315,000 Senior Medium-Term Series K Buffer Notes linked to the least performing of the NASDAQ-100 Index and the Dow Jones Industrial Average. The notes pay a monthly coupon equal to 0.6417% per month (approximately 7.70% per annum) and mature on June 21, 2027.
The structure returns principal at maturity unless a Trigger Event occurs (the Final Level of any Reference Asset is below its Buffer Level). The Buffer Level equals 80.00% of each Initial Level (a 20.00% buffer). If the Least Performing Reference Asset declines below the Buffer Level, the maturity payment is $1,000 + [$1,000 x (Percentage Change + 20.00%) x 125.00%], which can result in a loss of up to 100% of principal. The estimated initial value on the Pricing Date was $995.20 per $1,000 in principal amount.
Bank of Montreal priced US$669,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes linked to the least performing of Meta Platforms, Inc. and Tesla, Inc. The notes pay a contingent coupon of 1.2708% per month (approximately 15.25% per annum) if each reference asset on an Observation Date is at or above its coupon barrier. The notes mature on May 21, 2029 with a Valuation Date of May 16, 2029, and are subject to automatic redemption beginning on August 18, 2026 if on any Observation Date each Reference Asset is at or above its Call Level (90% of Initial Level). At maturity, if a Trigger Event occurred (Final Level of any Reference Asset < 50% of its Initial Level), the cash payment will equal $1,000 plus the percentage change of the least performing Reference Asset, which may result in a principal loss. The public offering price was 100% of principal with an estimated initial value of $963.45 per $1,000.
Bank of Montreal (BMO) priced a US$8,792,000 issue of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Memory Coupons due August 20, 2027, linked to the least performing of the S&P 500, NASDAQ-100 and Russell 2000.
The notes pay contingent monthly coupons of 1.0417% per month (approximately 12.50% per annum) when each reference asset closes at or above its Coupon Barrier (70% of initial). They are autocallable beginning on the observation date for November 17, 2026, and repay principal at maturity unless a Trigger Event and a negative final performance on the least performing index reduce payout. The estimated initial value was $985.13 per $1,000 on the pricing date.
Bank of Montreal issues US$10,805,000 Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to GOOG, NFLX and GLW. The notes price on May 15, 2026, settle on May 20, 2026 and mature on May 21, 2029. They pay a contingent monthly coupon of 1.7958% per month if each reference asset closes at or above its 50% coupon barrier on observation dates, feature an automatic redemption if all reference assets close at or above their Call Level on an observation date, and pay at maturity an amount tied to the least performing reference asset subject to a 50% Trigger Level. The pricing supplement states an estimated initial value of $940.70 per $1,000 and a public offering price at or near par. The notes are unsecured obligations of the Bank and pay cash only at maturity; tax treatment and risks are described in the supplement.
Bank of Montreal priced Series K equity-linked senior medium-term notes offering market-linked, auto-callable securities due May 18, 2029. The securities have a face amount and original offering price of $1,000 per security and an estimated initial value of $929.20 per security on the pricing date.
The notes pay a contingent monthly coupon at a 41.00% per annum rate (monthly payment = ($1,000×41%)/12) only when the lowest-performing underlier (Intel, Micron, Starbucks) closes at or above its coupon threshold (70% of its starting value) on the monthly calculation day. The securities are automatically called if the lowest-performing underlier closes at or above its starting value on certain monthly observation dates. At maturity you receive principal or a reduced principal tied to the performance factor of the lowest-performing underlier; downside threshold = 70% of starting value. All payments are subject to Bank of Montreal credit risk.
Bank of Montreal (BMO) priced Senior Medium-Term Notes, Series K—market linked notes with principal return at maturity and upside participation. The notes have a $1,000 principal per note, an original offering price of $1,000 and an estimated initial value of $948.63 per note. Issue date is May 20, 2026 and the stated maturity date is October 18, 2029 (subject to postponement). The notes link to an approximately equally weighted basket of the EURO STOXX 50®, Russell 2000® and S&P 500® indices. The upside participation rate is 100%. On maturity you receive $1,000 plus $1,000 times the average basket return if the average ending value exceeds the 100.00 starting value; otherwise you receive the $1,000 principal. Calculation days are quarterly on the 15th of Feb/May/Aug/Nov starting August 2026, with the final calculation day referenced as October 15, 2029. The notes are unsecured obligations of BMO, not FDIC/Deposit Insurance protected, and expose holders to BMO credit risk and market, averaging, liquidity, tax and index-specific risks.
Bank of Montreal priced a US$3,334,000 offering of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to Antero Resources Corporation common stock (ticker AR). The notes have an Initial Level of $36.74, a monthly contingent coupon of 1.3333% (approximately 16.00% per annum), a Coupon Barrier of $25.72 (70.00% of Initial Level) and a Trigger Level of $22.04 (60.00% of Initial Level).
The notes pay contingent coupons monthly beginning June 19, 2026, are callable beginning on January 13, 2027 if the Reference Asset closes at or above the Call Level (100% of Initial Level), and mature on May 19, 2028. Payment at maturity is cash only and depends on the Final Level; if a Trigger Event occurs, principal may be reduced based on the Percentage Change. The estimated initial value on the Pricing Date was $982.50 per $1,000.