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BANK OF MONTREAL /CAN/ (BMO) SEC Filings, May 14-15, 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 is offering US$1,964,000 aggregate principal of Senior Medium-Term Market Linked Notes, Series K due May 19, 2031, linked to the S&P 500® Futures Excess Return Index. The notes pay no interest and provide 150.00% participation in any positive Percentage Change of the Reference Asset; if the Final Level is less than or equal to the Initial Level, investors receive the principal amount at maturity. The notes were priced on May 13, 2026 with settlement May 18, 2026 and a valuation date of May 14, 2031. Price to public was 100% ($1,964,000 aggregate); agent’s commission 0.25% and proceeds to Bank of Montreal 99.75%. The initial estimated value was $981.99 per $1,000 in principal. All payments are subject to Bank of Montreal credit risk; the notes are unsecured, not interest-bearing, and will not be listed.

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Bank of Montreal (BMO) priced US$2,688,000 of Senior Medium‑Term Notes, Series K — Callable Barrier Notes with Contingent Coupons due April 30, 2030, linked to the S&P 500®, Russell 2000® and the Nasdaq‑100 Technology Sector Index. The notes pay a contingent monthly coupon of 0.8125% (~9.75% annually) when each reference asset is at or above a coupon barrier equal to 70% of its Initial Level, and are callable by the issuer beginning on April 27, 2027.

Settlement is scheduled for May 18, 2026 with a Valuation Date of April 25, 2030. Payment at maturity depends on the Percentage Change of the Least Performing Reference Asset; if that asset is below its Trigger Level (also 70% of its Initial Level), principal is reduced pro rata. The estimated initial value on the Pricing Date was $973.82 per $1,000 principal amount; the public offering price is 100.80%.

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Bank of Montreal priced US$749,000 Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes due April 30, 2029. The notes pay a contingent coupon of 0.7917% per month (approximately 9.50% per annum) when each reference index is at or above its 70.00% Coupon Barrier on observation dates and may autocall beginning on October 27, 2026 if all Reference Assets equal or exceed their Call Levels.

If not redeemed early, payment at maturity is $1,000 per $1,000 principal unless a Trigger Event occurs (any Reference Asset below its 70.00% Trigger Level on the Valuation Date), in which case the cash payment equals $1,000 plus the Percentage Change of the Least Performing Reference Asset and may be less than your purchase price (issue price: $1,007.00 per $1,000). The pricing supplement discloses an estimated initial value of $978.85 per $1,000 on the Pricing Date.

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Bank of Montreal priced US$1,182,000 Senior Medium-Term Notes, Series K Callable Barrier Notes due May 18, 2029. The notes were priced on May 13, 2026 with settlement on May 18, 2026 and a valuation date of May 15, 2029.

The notes pay a contingent coupon of 1.625% per month (approximately 19.50% per annum) when each reference ETF closes on an Observation Date at or above its coupon barrier. Reference assets are GDX (Initial Level $96.23), XLU (Initial Level $44.67) and KRE (Initial Level $67.14). If not called, maturity principal depends on the least performing reference asset; a Trigger Event occurs if any Final Level is below its Trigger Level.

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Bank of Montreal (BMO) priced US$818,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes due May 18, 2028. The notes reference the least performing of the S&P 500® Index and the Nasdaq-100 Technology Sector Index and offer 119.00% upside leverage on any positive Percentage Change of the least performing index.

If the Least Performing Reference Asset finishes between 90.00% and 100.00% of its Initial Level, investors receive a positive capped downside payment up to a $1,100.00 Maximum Downside Redemption Amount per $1,000. If the Least Performing Reference Asset declines below the 90.00% Buffer Level, holders lose 1% of principal for each 1% decline below that buffer, up to a 90.00% loss. Payments are unsecured and subject to Bank of Montreal credit risk.

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Bank of Montreal is offering non-interest-bearing, unsecured structured notes linked to the MSCI EAFE Index. Each note has a $1,000 principal amount and pays at maturity based on the index performance from the trade date to a determination date expected 20–23 months after the trade date. The notes provide 160% upside participation on positive index returns but are capped: the maximum settlement amount is expected to be within the range of $1,228.96 and $1,269.12 per $1,000 note. A buffer protects against declines up to 12.50% (buffer level = 87.50% of initial level); declines beyond that cause losses of approximately 1.1429% of principal for each 1% decline below the buffer level. The initial estimated value is expected to be $969.00–$999.00 per $1,000, which is less than the original issue price. The notes will not be listed, secondary trading may be limited, and tax treatment for U.S. holders is uncertain.

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Bank of Montreal priced a primary offering of Senior Medium-Term Notes, Series K: redeemable fixed-rate notes due June 1, 2038 with a 5.35% per annum fixed interest rate. The notes will be issued June 1, 2026 at an original issue price of $1,000.00 per note.

The notes pay interest semi‑annually on June 1 and December 1, are redeemable by the issuer on semi‑annual optional redemption dates beginning June 1, 2028, and are unsecured and not listed. The issuer receives $975.00 per note after a $25.00 underwriting discount. The notes are bail-inable under the Canadian CDIC regime and may be converted into common shares under subsection 39.2(2.3) of the CDIC Act.

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Bank of Montreal (BMO) priced a US$5,381,000 offering of Senior Medium-Term Notes, Series K — Autocallable Buffer Notes linked to the capital stock of The Campbell’s Company (CPB). The Pricing Date is May 12, 2026, Settlement Date May 15, 2026, Valuation Date June 10, 2027 and Maturity Date June 15, 2027.

The notes pay a Contingent Interest Rate of 0.5833% per month (approximately 7.00% per annum) when the Reference Asset closes on or above the Coupon Barrier Level of $15.29 (75.00% of the Initial Level of $20.39). Investors receive principal at maturity unless a Trigger Event occurs — defined as the Final Level falling below the Buffer Level of $15.29 (Buffer Percentage 25.00%) — in which case payment is based on the Physical Delivery Amount or Cash Delivery Amount described in the terms.

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Bank of Montreal priced a preliminary offering of Senior Medium‑Term, equity‑linked, auto‑callable securities linked to DraftKings Inc. (DKNG) with a face amount and original offering price of $1,000 per security. The securities pay a fixed monthly coupon (coupon rate to be set on pricing date, at least 13.00% per annum), are automatically callable on monthly call dates if the Underlier closes at or above the starting value, and mature on May 22, 2028 if not called.

The issuer's estimated initial value at the date shown was $968.10 per security (not less than $920.00); proceeds to the issuer equal $976.75 per security after an agent discount of $23.25. At maturity, if the ending value is below a threshold equal to 70% of the starting value, holders receive a calculated number of DraftKings shares (the share delivery amount) and thus bear downside equity exposure; upside participation is limited to coupon payments. The securities are unsecured obligations of Bank of Montreal and carry issuer credit risk.

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Bank of Montreal is offering US$700,000 of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Contingent Coupons linked to the Class A common stock of Meta Platforms, Inc. ("META"). The notes pay a contingent quarterly coupon of 2.6375% (approximately 10.55% per annum) if the Reference Asset meets coupon observation conditions and may be automatically redeemed if the Reference Asset closes at or above its Call Level on an Observation Date. At maturity, if not auto‑redeemed and if the Final Level is below the Trigger Level ($359.32, 60.00% of the Initial Level), holders will receive a reduced cash payoff based on the percentage change in META's closing level; only cash will be delivered. The public offering price is 100% of principal; the issuer estimates an initial value of $965.78 per $1,000 principal on the Pricing Date. Terms are subject to adjustments for market disruption and anti-dilution as described in the product supplement.

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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 15, 2026.