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BANK OF MONTREAL /CAN/ (BMO) SEC Filings, May 13, 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.

Rhea-AI Summary

Bank of Montreal priced a primary offering of $4,500,000 of Senior Medium-Term Notes, Series K, redeemable fixed-rate notes due May 14, 2031. The Notes pay interest at 5.00% per annum, in denominations of $1,000 per Note, and are redeemable at 100% on semi-annual Optional Redemption Dates commencing May 14, 2027. The Notes are bail-inable and subject to conversion under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act, which binds holders to the applicable Canadian bail-in regime. The offering price was $1,000.00 per Note (original issue price), with proceeds to the bank of $996.00 per Note after an underwriting discount of $4.00 per Note.

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Rhea-AI Summary

Bank of Montreal is offering $1,500,000 aggregate Principal Amount of Senior Medium‑Term Notes, Series K, in denominations of $1,000 per Note. The Notes carry a fixed 4.75% annual interest rate, pay interest semi‑annually, have a stated maturity of May 14, 2031 and an Issue Date of May 14, 2026. The Notes are redeemable in whole (but not in part) on semi‑annual Optional Redemption Dates beginning May 14, 2028, at 100% of principal plus accrued interest. The Notes are unsecured, will not be listed on an exchange and are bail‑inable under the Canada Deposit Insurance Corporation Act, permitting conversion into common shares under specified statutory powers.

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Rhea-AI Summary

Bank of Montreal is offering $1,500,000 aggregate principal of Senior Medium-Term Notes, Series K — redeemable fixed-rate notes due November 14, 2033. The Notes pay interest at 5.00% per annum, payable semi‑annually on each May 14 and November 14, and are redeemable in whole by the issuer on semi‑annual optional redemption dates.

The Notes are denominated in $1,000 increments, priced at an original issue price of $1,000.00 per Note with an underwriting discount of $7.50 per Note. The Notes are unsecured, will not be listed on an exchange, and are bail-inable under the Canada Deposit Insurance Corporation Act, permitting conversion into common shares under specified statutory powers.

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Rhea-AI Summary

Bank of Montreal published a preliminary pricing supplement for Senior Medium‑Term Notes, Series K—equity‑linked, auto‑callable securities with contingent monthly coupons and contingent downside principal risk, offered at an original offering price of $1,000 per security.

The pricing supplement ties each security to the lowest performing of Broadcom Inc. (AVGO), Palantir Technologies Inc. (PLTR) and Tesla, Inc. (TSLA), sets the pricing date as May 18, 2026, the issue date as May 21, 2026 and a stated maturity of May 23, 2029. The securities pay contingent monthly coupons (the contingent coupon rate will be at least 21.03% per annum), are subject to automatic call if the lowest performing underlier closes at or above its starting value on specified calculation days, and expose holders to potential loss of principal if the lowest performing underlier falls below its downside threshold (50% of starting value) at maturity.

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Rhea-AI Summary

Bank of Montreal priced $1,500,000 of Senior Medium-Term Notes, Series K — redeemable fixed-rate notes due May 14, 2036. The Notes pay 5.25% per annum, accrue semi‑annual interest beginning November 14, 2026, and were issued at $1,000.00 per note on May 14, 2026.

The offering is redeemable by the issuer on semi‑annual Optional Redemption Dates beginning May 14, 2027. The Notes are bail-inable under the Canada Deposit Insurance Corporation Act and may be converted into common shares under subsection 39.2(2.3) of the CDIC Act. Original issue price per note was $1,000.00, underwriting discount $10.00 per note, and proceeds to Bank of Montreal $990.00 per note.

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Rhea-AI Summary

Bank of Montreal is offering $3,000,000 of Senior Medium‑Term Notes, Series K. The Notes are redeemable fixed‑rate obligations with a 5.35% per annum coupon, a stated maturity of May 14, 2038, and $1,000 principal per Note. The issuer may redeem the Notes in whole (but not in part) on semi‑annual Optional Redemption Dates beginning May 14, 2028. The Notes are bail‑inable under the CDIC Act and may be converted into common shares of Bank of Montreal in accordance with Canadian bank resolution powers. Original issue price was $1,000.00 per Note; total proceeds to Bank of Montreal were $2,974,500.00 after underwriting discounts.

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Rhea-AI Summary

Bank of Montreal is offering $1,500,000 of Senior Medium-Term Notes, Series K, redeemable fixed-rate notes due May 14, 2029. The Notes are issued at $1,000.00 per Note with a 4.30% fixed annual interest rate, semiannual interest payments beginning November 14, 2026. The issuer may redeem the Notes in whole (but not in part) on semiannual Optional Redemption Dates from May 14, 2027 through November 14, 2028 at 100% of principal plus accrued interest. The Notes are bail-inable and subject to conversion under subsection 39.2(2.3) of the Canada Deposit Insurance Corporation Act, and payments are unsecured and subject to Bank of Montreal credit risk.

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Rhea-AI Summary

Bank of Montreal priced a preliminary offering of non‑interest bearing, equity‑linked notes tied to the S&P 500® Index. Each note has a $1,000 principal amount and a threshold level equal to 85.00% of the initial underlier level; if the final level is at or above the threshold you will receive a threshold settlement amount expected to be between $1,177.30 and $1,208.50 per note. If the final underlier 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 some or all principal. The issuer’s estimated initial value is expected to be between $969.00 and $999.00 per $1,000 note; the original issue price is $1,000. The notes are unsecured obligations of Bank of Montreal, are not exchange‑listed, and are designed to be held to maturity.

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Rhea-AI Summary

Bank of Montreal priced $1,122,000 of Senior Medium‑Term Notes, Series K: redeemable fixed‑rate notes with a 4.85% per annum coupon and a stated maturity of May 14, 2031. The notes were issued at $1,000.00 per note with an underwriting discount of $2.50 per note.

The notes pay interest semi‑annually on the 14th of May and November beginning November 14, 2026, are redeemable in whole (but not in part) on semi‑annual optional redemption dates at 100% of principal, and are not listed on any exchange. These securities are bail‑inable under the Canada Deposit Insurance Corporation Act and may be converted into common shares under that regime.

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Rhea-AI Summary

Bank of Montreal is offering $1,500,000 aggregate principal amount of Senior Medium-Term Notes, Series K—redeemable fixed-rate notes due May 14, 2031. Each Note has a principal amount of $1,000 and a stated fixed interest rate of 4.70% per annum, payable semi-annually on May 14 and November 14, commencing November 14, 2026. The Notes are redeemable by the issuer in whole (but not in part) on semi-annual optional redemption dates at 100% of principal plus accrued interest, and are not repayable at the option of holders prior to maturity. The Notes are unsecured obligations, will not be listed on any exchange, and are bail-inable under the Canada Deposit Insurance Corporation Act, permitting conversion into common shares under specified Canadian resolution powers.

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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 13, 2026.