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$1,331,000 of Senior Medium-Term Notes, Series K — Capped Contingent Risk Absolute Return Buffer Notes due June 07, 2027 — linked to the least performing of the S&P 500®, Russell 2000® and the Dow Jones Industrial Average®. The notes provide 125.00% upside exposure subject to a 16.35% Maximum Return (Maximum Redemption Amount $1,163.50 per $1,000) and a 15.00% Buffer on downside performance up to a Maximum Downside Redemption Amount of $1,150.00 per $1,000. If the Least Performing Reference Asset falls more than the Buffer, investors incur losses of 1% per 1% decline beyond the Buffer, potentially losing up to 85.00% of principal. The notes pay no interest, are unsecured obligations of Bank of Montreal, and are subject to the issuer’s credit risk; estimated initial value was $986.94 per $1,000 on the Pricing Date.
Bank of Montreal is offering US$789,000 of Senior Medium-Term Notes, Series K — Digital Return Buffer Notes due May 07, 2027, linked to the least performing of the S&P 500® and Russell 2000®. The notes pay a 7.87% Digital Return if the Least Performing Reference Asset is ≥ 85.00% of its May 1, 2026 level; if that asset falls more than 15.00%, investors lose 1% of principal for each 1% decline beyond 15.00%, up to an 85.00% principal loss.
The notes are unsecured obligations of Bank of Montreal, issued in $1,000 denominations, not listed, and subject to the Bank’s credit risk. BMOCM is the agent and calculation agent. The pricing supplement states an estimated initial value of $977.89 per $1,000 and a public offering price aggregate of $789,000.
Bank of Montreal is offering US$1,688,000 of Senior Medium-Term Notes, Series K — Barrier Enhanced Return Notes due May 6, 2031 — linked to the S&P 500® Futures Excess Return Index. The notes provide 195.00% upside leverage if the Reference Asset rises, a 50.00% barrier, and potential for full principal loss if the Reference Asset falls below the barrier. The notes pay no interest, are unsecured obligations of Bank of Montreal, and were issued at a public offering price of 100% per $1,000 principal amount.
Bank of Montreal is offering US$750,000 in Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Memory Coupons linked to the MerQube US Large-Cap Vol Advantage Index (MQUSLVA). Pricing Date is May 01, 2026, settlement May 06, 2026, and maturity May 06, 2031
Key economic terms: price to public 100%, contingent coupon of 0.8958% per month (≈ 10.75% per annum) payable monthly if the Reference Asset closes at or above the Coupon Barrier Level ($2,454.97, 60% of the Initial Level). Automatic redemption occurs if the Reference Asset closes at or above the Call Level (100% of Initial Level) on an Observation Date. At maturity investors receive principal unless a Trigger Event occurs (Final Level < Trigger Level $2,045.81, 50% of Initial Level), in which case the cash payment equals $1,000 × Percentage Change.
Bank of Montreal (BMO) is offering $5,250,000 in Senior Medium-Term Notes, Series K — Callable Barrier Notes linked to the least performing of the Russell 2000® Index (RTY), the State Street® Consumer Staples Select Sector SPDR® ETF (XLP) and the Nasdaq-100 Technology Sector Index (NDXT). The notes pay monthly contingent coupons of 1.1333% per month (approximately 13.60% per annum) if each Reference Asset on an Observation Date is at or above its Coupon Barrier Level. The notes mature on May 06, 2030, are callable beginning November 03, 2026, and repay principal at maturity unless a Trigger Event occurs, in which case the cash payment equals $1,000 × Percentage Change of the Least Performing Reference Asset. The offering price was 100% of principal and the estimated initial value was $981.39 per $1,000 on the Pricing Date.
Bank of Montreal pricing supplement offers US$1,063,000 in Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to Oracle Corporation common stock. The notes mature on May 07, 2029 with a Pricing Date of May 01, 2026 and a Valuation Date of May 02, 2029.
The notes pay monthly contingent coupons of 1.6333% per month (approximately 19.60% per annum) when the reference asset closes at or above a coupon barrier of $103.10 (60.00% of the Initial Level). The notes are subject to an automatic redemption if the Reference Asset closes at or above the Call Level (100% of the Initial Level) on an Observation Date, and the payment at maturity depends on the Final Level relative to the Trigger Level ($103.10), exposing holders to potential principal loss if the Final Level is below the Trigger Level.
Bank of Montreal priced US$3,176,000 Senior Medium-Term Notes, Series K, Autocallable Barrier Notes with Memory Coupons linked to the least performing of the S&P 500®, NASDAQ-100® and Russell 2000®. The Pricing Date is May 01, 2026, Settlement Date May 06, 2026 and Maturity Date August 06, 2027. The notes pay contingent monthly coupons at a Contingent Interest Rate of 1.0083% per month (approximately 12.10% per annum) when each reference asset closes at or above its Coupon Barrier Level (70% of initial). The notes are automatically redeemable if on any Observation Date each reference asset is at or above its Call Level (100% of initial). If a Trigger Event occurs (any reference asset below its Trigger Level, 65% of initial), the payment at maturity depends on the percentage change of the least performing reference asset and may be less than principal. The public offering price was 100% (agents’ commission 0.25%), and the estimated initial value was $987.91 per $1,000 on the Pricing Date.
Bank of Montreal (BMO) priced a US$750,000 offering of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes linked to Oracle Corporation common stock. The notes pay contingent monthly coupons of 1.425% per month (approximately 17.10% per annum) and mature on May 07, 2029.
Key mechanics: initial Reference Asset level $171.83, Coupon Barrier $103.10 (60.00% of Initial Level), Trigger Level $85.92 (50.00% of Initial Level). Notes may autocall beginning on November 04, 2026. Estimated initial value was $970.70 per $1,000 principal on the pricing date.
Bank of Montreal (BMO) priced a US$258,000 offering of Senior Medium-Term Notes, Series K: Autocallable Barrier Notes with Contingent Coupons linked to the Class A subordinate voting shares of Shopify Inc. The notes pay a contingent coupon of 4.4375% per quarter (≈17.75% per annum) when the Reference Asset closes at or above a coupon barrier of $63.84 on observation dates, feature an automatic redemption if the Reference Asset closes at or above the Call Level (100% of the Initial Level) on an Observation Date, and mature on November 08, 2027. If not called, maturity payment is cash only and depends on the Final Level versus the Initial Level; a Trigger Event occurs if the Final Level is below the Trigger Level ($63.84), which may materially reduce principal. The estimated initial value on the Pricing Date was $950.32 per $1,000 in principal amount.
Bank of Montreal priced a $2,554,000 issue of Senior Medium‑Term Notes, Series K — Autocallable Barrier Notes linked to Advanced Micro Devices, Inc. (AMD) stock. The notes pay a contingent quarterly coupon of 4.2625% (≈17.05% per annum) if observation‑day levels meet the coupon barrier. The notes mature on November 08, 2027 with a valuation date of November 03, 2027. They automatically redeem early if the reference asset closes at or above the Call Level on an Observation Date; at maturity holders may suffer principal loss if the Final Level is below the Trigger Level ($180.27, 50% of the Initial Level $360.54). The estimated initial value was $951.73 per $1,000 on the pricing date.