STOCK TITAN

BANK OF MONTREAL /CAN/ (BMO) SEC Filings, May 6, 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 (BMO) offers Senior Medium-Term Notes, Series K: redeemable fixed-rate notes paying 5.00% per annum with a $1,000 per Note principal and stated maturity on November 18, 2031. Trade Date is May 14, 2026 and Issue Date is May 18, 2026. The issuer may redeem the Notes monthly on the 18th at 100% of principal plus accrued interest. The Notes are unsecured, not listed, and are bail-inable under the Canada Deposit Insurance Corporation Act, permitting conversion into common shares under the CDIC Act. Original issue price per Note is $1,000.00 with an underwriting discount of $12.50, producing proceeds of $987.50 per Note. Holders bear BMO credit risk and limited secondary-market liquidity; the Notes are not repayable at holders' option.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal is offering senior medium-term, EURO STOXX 50® index-linked notes due June 1, 2029, sold at an original offering price of $1,000 per note. The notes pay no interest and at maturity return principal plus upside participation in the Underlier up to a maximum return of at least 25.90% (at least $259.00 per note), with an upside participation rate of 100%. Pricing date is May 28, 2026 and issue date is June 2, 2026. The initial estimated value on the preliminary pricing supplement is $957.60 per note (will not be less than $920.00 at pricing). Payments are unsecured obligations of Bank of Montreal and subject to issuer credit risk; secondary market liquidity is not expected.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal (BMO) priced US$1,698,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes due August 09, 2027, linked to the S&P 500® Futures Excess Return Index. The notes offer 1:1 upside participation subject to a Maximum Redemption Amount of $1,150.80 per $1,000 (a 15.08% capped return), and a 15.00% buffer (Buffer Level = 85.00% of the Initial Level) that provides limited protection for declines up to that threshold. If the Reference Asset falls more than the buffer, investors lose 1% of principal for each 1% decline beyond 15.00%, up to an 85.00% loss. The notes are unsecured obligations of BMO, non-interest bearing, not exchange-listed, and subject to BMO credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus
Rhea-AI Summary

Bank of Montreal priced US$1,638,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes linked to the NASDAQ-100 Index®. The notes mature on August 09, 2027 (pricing date May 04, 2026, settlement May 07, 2026) and do not pay interest.

Key pay‑off features: 100% upside participation subject to a Maximum Redemption Amount of $1,135.40 per $1,000 (13.54%); a Buffer Level equal to 85.00% of the Initial Level (Initial Level 27,651.82, Buffer Level 23,504.05); investors receive a positive absolute return if Final Level ≥ Buffer Level. If the Final Level is below the Buffer Level, holders lose 1% of principal for each 1% decline beyond the 15.00% buffer and may lose up to 85.00% of principal. All payments are subject to Bank of Montreal credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal (BMO) offers US$1,665,000 of Senior Medium-Term Notes, Series K — Contingent Risk Absolute Return Buffer Notes linked to the Russell 2000® Index that mature on August 09, 2027. The notes provide 1-to-1 upside participation capped by a Maximum Redemption Amount of $1,147.50 per $1,000 (14.75%). If the index falls but remains at or above the Buffer Level (85.00% of the Initial Level), investors receive a positive payoff up to a Maximum Downside Redemption Amount of $1,150.00 per $1,000. If the Final Level is below the Buffer Level, investors incur losses of 1% of principal for each 1% the index declines beyond the 15.00% buffer, potentially losing up to 85.00% of principal. The notes pay no interest, are unsecured obligations of BMO, and all payments depend on BMO's credit. The initial estimated value was $984.08 per $1,000 on the pricing date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced US$1,712,000 of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Contingent Coupons linked to the common stock of The Clorox Company (CLX). The Pricing Date was May 04, 2026; Settlement is May 07, 2026

The notes pay a contingent coupon of 0.93% per month (approximately 11.16% per annum) when the Reference Asset closes on an Observation Date at or above the Coupon Barrier Level. The notes mature on June 07, 2027 unless automatically redeemed earlier upon the Call Level being met. The pricing supplement states an estimated initial value of $959.12 per $1,000 on the Pricing Date and discloses a public offering price of 100% (with certain fee-based accounts offered between $993.50 and $1,000 per $1,000).

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus
Rhea-AI Summary

Bank of Montreal priced US$12,042,000 Senior Medium-Term Notes, Series K, Callable Barrier Notes with Contingent Coupons due May 07, 2031 linked to the least performing of the S&P 500®, EURO STOXX 50® and Russell 2000®. The notes pay a contingent coupon of 0.85% per month when each reference asset closes at or above its coupon barrier on observation dates and are callable by the issuer beginning May 04, 2027. Estimated initial value was $980.87 per $1,000 on the pricing date and the public offering price was 100% (with certain fee-based accounts offered between $992.50 and $1,000 per $1,000). Payment at maturity depends on the performance of the least performing reference asset and may result in principal loss if a trigger event occurs.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced a preliminary offering of equity index linked senior medium-term notes (market-linked, auto-callable, contingent coupon) with an original offering price of $1,000 per security. The pricing date is May 18, 2026, issue date May 21, 2026, and stated maturity is November 24, 2028.

Proceeds to Bank of Montreal are $976.75 per security (agent discount up to $23.25). The contingent coupon rate will be set on the pricing date and will be at least 7.05% per annum. Payments and principal at maturity depend on the performance of the lowest performing of the Dow Jones Industrial Average®, the Nasdaq-100® and the S&P 500® (downside threshold = 60% of starting value); automatic call and contingent coupon mechanics are described in the pricing supplement.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus
-
Rhea-AI Summary

Bank of Montreal priced a preliminary offering of Senior Medium-Term Notes, Series K—Equity Index Linked Securities linked to the EURO STOXX 50® Index due December 4, 2029. The securities have a face amount of $1,000 per security and an original offering price of $1,000 per security. On the preliminary pricing date the issuer’s estimated initial value was $957.00 per security, with an indicated floor at pricing of $920.00 per security. The agent discount is up to $28.25 per security and proceeds to Bank of Montreal per security are $971.75. Payment at maturity depends on the Underlier return, an upside participation rate to be set at pricing (at least 155.00%), and a threshold value equal to 75% of the starting value; if the ending value is below the threshold, investors bear full downside exposure. This is a preliminary pricing supplement; final terms will appear in the final pricing supplement.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus
Rhea-AI Summary

Bank of Montreal is offering senior medium-term, equity index linked notes due December 1, 2028 with a face amount of $1,000 per security. The securities pay a contingent fixed return (to be set on the pricing date) of at least 21.35% if the S&P 500® ending value is greater than or equal to the starting value. The notes provide a 10% buffer against declines in the Underlier; if the ending value is below the threshold (90% of the starting value), holders suffer 1-to-1 losses beyond the buffer and could lose up to 90% of face amount. Original offering price is $1,000, estimated initial value on the preliminary pricing supplement is $964.90 (not less than $920.00 at pricing), and proceeds to Bank of Montreal equal $974.25 per security. Payments are unsecured obligations of Bank of Montreal, subject to its credit risk. The tax treatment for U.S. holders is uncertain and the securities are not listed and may have limited secondary-market liquidity.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.65%
Tags
prospectus

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 6, 2026.