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 is offering US$2,695,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons due May 21, 2029. The notes pay quarterly contingent coupons at a Contingent Interest Rate of 8.375% per quarter (approximately 33.50% per annum) if each Reference Asset meets its coupon barrier on an Observation Date. The Reference Assets are MSFT ($409.43), MU ($776.01) and NVDA ($235.74) as of pricing. Beginning August 18, 2026, the notes auto‑redeem if each Reference Asset closes at or above its Call Level (100% of Initial Level) on an Observation Date; on redemption investors receive principal plus any due Contingent Coupons. If not redeemed, maturity payoff depends on the Least Performing Reference Asset and a Trigger Level equal to 60% of each Initial Level. If a Trigger Event occurs, holders receive a Physical Delivery Amount (shares) or, at the issuer’s election, a Cash Delivery Amount that will be worth less than principal. The public offering price is 100% (agent commission 2.00%); estimated initial value is $4,590.05 per $5,000.
Bank of Montreal (BMO) is offering US$250,000 aggregate principal of Senior Medium-Term Notes, Series K — Capped Buffer Notes linked to the NASDAQ-100 Index®. The notes mature on May 19, 2031 and provide 1:1 upside participation up to a Maximum Redemption Amount of $1,735.00 per $1,000 (a 73.50% cap). The notes include a 20.00% buffer: if the index declines by no more than 20.00% from the Initial Level of 29,580.30, investors receive principal back; declines beyond that produce losses of 1% of principal per 1% index decline, up to an 80.00% loss. The notes pay no interest, are unsecured obligations of BMO, are not listed, and are subject to the issuer’s credit risk. Pricing and settlement dates: Pricing Date May 14, 2026, Settlement May 19, 2026, Valuation and Maturity May 14/19, 2031. The initial estimated value was $948.14 per $1,000; the public offering price included commissions and hedging costs.
Bank of Montreal priced a structured note offering linked to the S&P 500® Index. The notes were issued at an original issue price of $1,000 per note for a total principal amount of $20,355,000. The trade date is May 14, 2026, the original issue date is May 19, 2026, the determination date is July 17, 2028 and the stated maturity date is July 19, 2028 (both subject to postponement).
The notes do not pay interest. If the final index level on the determination date is at or above the threshold level of 85.00% (6,376.054) of the initial level (initial level 7,501.24), each $1,000 note will pay the threshold settlement amount of $1,196.50. If the final level is below the threshold, holders absorb downside: the notes lose approximately 1.1765% of principal for every 1% decline below the threshold, and could lose some or all principal. The estimated initial value on the trade date is $996.88 per $1,000 principal amount.
Bank of Montreal (BMO) is offering market‑linked, auto‑callable senior medium‑term notes due May 24, 2029 that pay monthly contingent coupons and return principal at maturity only if the lowest performing Underlier stays above a 50% downside threshold. The offering price is $1,000 per security; estimated initial value at the preliminary pricing is $961.10 (will not be less than $920.00 at pricing). The contingent coupon rate will be determined on pricing and will be at least 23.40% per annum. Calculation days are monthly (21st of each month) starting June 2026 with automatic call observation windows from November 2026 to April 2029. If not called, maturity payment depends solely on the performance factor of the lowest performing Underlier (Amazon, IBM, Marvell) and can result in loss of principal if that Underlier falls below 50% of its starting value. Pricing date and issue date are May 21, 2026 and May 27, 2026, respectively. Purchasers bear BMO credit risk; secondary market liquidity is limited and contingent coupon and tax treatment carry additional risks.
Bank of Montreal priced senior medium-term equity-linked securities (face amount $1,000) linked to the lowest performing of INTC, PLTR and UNH. The offering price is $1,000 per security and our estimated initial value was $932.28 per security. The securities pay a 27.00% per annum contingent coupon monthly (with a memory feature) and are auto-callable if the lowest performing Underlier equals or exceeds its starting value on certain monthly calculation days. If not called, principal at maturity depends on the lowest performing Underlier: full face amount if its ending value is >= 50% of its starting value, otherwise the principal is reduced pro rata to that Underlier’s performance factor. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk. Terms include monthly calculation days from June 2026 through May 2029, a stated maturity of May 17, 2029, and an agent discount up to $23.25 per security.
Bank of Montreal priced $10,000,000 of Senior Medium‑Term Notes, Series K, a fixed‑rate senior unsecured note issue. The Notes are $1,000 per note, carry a 4.35% per annum fixed interest rate, were issued on May 20, 2026 and mature on November 20, 2028.
The Notes pay interest semi‑annually on May 20 and November 20, are redeemable by the Bank in whole (but not in part) at 100% on scheduled Optional Redemption Dates, and are bail‑inable under the Canada Deposit Insurance Corporation Act, meaning they may be converted into common shares under that statute.
Bank of Montreal priced an offering of Market Linked Securities — auto-callable, contingent coupon notes linked to the lowest performing common stock of AMD, CrowdStrike and Oracle, with a face amount of $1,000 per security.
The pricing date was May 14, 2026 and the issue date is May 19, 2026. The pricing supplement states an estimated initial value of $941.83 per security and a contingent coupon rate of 24.30% per annum. The offering materials show a total offering at the original offering price of $1,908,000 with proceeds to Bank of Montreal of $1,863,639.
Bank of Montreal priced $30,000,000 of Senior Medium-Term Notes, Series K — redeemable fixed-rate notes due November 18, 2031. The notes are issued in $1,000 denominations at an original issue price of $1,000 per note, pay interest monthly at 5.00% per annum and mature on November 18, 2031. Interest payments commence June 18, 2026. The issuer may redeem the notes monthly, in whole only, at 100% of principal plus accrued interest on Optional Redemption Dates beginning November 18, 2026. The notes are bail-inable under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act and may be converted, in whole or in part, into common shares under that regime. The notes are unsecured, will not be listed on any exchange, and are subject to Bank of Montreal credit risk and other risks described in the accompanying product and prospectus supplements.
Bank of Montreal priced US$3,246,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes linked to the least performing of the Russell 2000®, the Dow Jones Industrial Average® and the Nasdaq-100 Technology Sector Index. The notes pay a contingent coupon of 1.0833% per month (approximately 13.00% per annum) when each reference asset on an Observation Date is at or above its Coupon Barrier (70.00% of the Initial Level). The notes may be automatically redeemed if each Reference Asset is at or above its Call Level (100% of Initial Level) on an Observation Date beginning November 02, 2026. At maturity on April 05, 2028 (Valuation Date March 31, 2028), if a Trigger Event occurs (any Reference Asset below 70.00% of its Initial Level), payment will be $1,000 + $1,000 × Percentage Change of the Least Performing Reference Asset, which may be less than the principal and can be zero. The initial estimated value was $1,002.97 per $1,000 of principal and the public offering price was 102.14%.
Bank of Montreal (BMO) priced US$1,639,000 of Senior Medium-Term Autocallable Barrier Notes with Memory Coupons on May 13, 2026. The notes pay a contingent coupon of 0.8958% per month (approximately 10.75% per annum) if each reference index meets monthly coupon barriers and mature on May 18, 2029. The notes are linked to the S&P 500®, Russell 2000® and the Nasdaq-100 Technology Sector. They feature an automatic redemption if all reference assets are at or above their Call Levels on an observation date, and at maturity investors receive $1,000 per $1,000 unless a Trigger Event occurs (Final Level of any reference asset below its 60% Trigger Level), in which case the return equals $1,000 plus the percentage change of the least performing asset. The estimated initial value was $975.89 per $1,000 on the pricing date.