STOCK TITAN

BANK OF MONTREAL /CAN/ (BMO) SEC Filings, May 4, 2026

BMO NYSE
Rhea-AI Summary

Bank of Montreal priced $2,006,000 of Senior Medium‑Term Notes, Series K — Contingent Risk Absolute Return Barrier Notes due May 05, 2032 linked to the S&P 500® Futures Excess Return Index. The notes provide an 180.00% upside leverage on positive Percentage Change and a capped positive payout on moderate declines up to a $1,400.00 Maximum Downside Redemption Amount per $1,000. The notes use an Initial Level of 581.37 and a Barrier Level of 348.82 (60.00% of Initial Level); if the Final Level falls below the Barrier Level investors suffer proportional losses and may lose up to 100% of principal. Pricing Date was April 30, 2026 with Settlement on May 05, 2026. All payments are subject to the issuer’s credit risk and the notes will not be listed.

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

Bank of Montreal is offering Capped Trigger GEARS linked to the Russell 2000® Index with a stated term of approximately 4 years and a scheduled maturity on May 15, 2030. Each Security has an Original Issue Price of $10.00 and a Principal Amount of $10.00 per Security.

At maturity the payment depends on the Underlier Return: if positive you receive $10 plus the lesser of (Underlier Return × 1.50) or the Maximum Gain; if final index level is at or above a 75% Downside Threshold you receive principal; if below that threshold you suffer full downside equal to the index decline. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk.

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

Bank of Montreal (BMO) offers US$2,557,000 of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the EURO STOXX 50® Index due November 05, 2027. The notes provide 200.00% upside exposure subject to a Maximum Redemption Amount of $1,192.50 per $1,000 and a 10.00% buffer against declines; losses apply beyond the buffer at a 1:1 rate, exposing investors to up to 90.00% principal loss.

The offering price was 100% of principal (agents’ commission 2.25%), the estimated initial value was $971.41 per $1,000, and payments are unsecured obligations of Bank of Montreal.

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

Bank of Montreal is offering US$1,150,000 of Senior Medium-Term Notes, Series K — Capped Buffer Enhanced Return Notes linked to the Russell 2000® Index, maturing November 05, 2027. The notes provide 200.00% upside leverage on any Index appreciation but cap the return at a Maximum Redemption Amount of $1,188.00 per $1,000 (an 18.80% maximum return). If the Index declines more than the 10.00% buffer, investors lose 1% of principal for each 1% decline beyond that buffer, with potential principal loss up to 90.00%. Notes pay no interest, are unsecured obligations of Bank of Montreal and are subject to the issuer’s credit risk. The initial estimated value was $969.80 per $1,000 and the public offering price was 100% (subject to dealer concessions). Settlement is May 05, 2026 and valuation date is November 02, 2027.

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

Bank of Montreal priced US$2,277,000 of Senior Medium‑Term Notes, Series K — Contingent Risk Absolute Return Barrier Notes due May 05, 2031, linked to the S&P 500® Futures Excess Return Index. The notes offer 180.00% upside leverage on positive Percentage Change and a capped positive payoff up to $1,400.00 per $1,000 if the Reference Asset declines but remains above the Barrier Level (60.00% of Initial Level). If the Final Level falls below the Barrier Level, holders lose 1% of principal for each 1% decline from the Initial Level and could lose their entire principal. The notes are unsecured obligations of Bank of Montreal, non‑interest bearing, non‑listed, issued in $1,000 denominations, with an estimated initial value of $973.05 per $1,000 on the Pricing Date.

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

Bank of Montreal issued a pricing supplement for US$2,517,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Enhanced Return Notes due May 05, 2031. The notes provide 200.00% upside leverage to positive moves in the S&P 500® Futures Excess Return Index and are autocallable on May 06, 2027 if the Reference Asset closes above the Call Level. If autocalled, investors receive principal plus a Call Amount (per note $165), representing ~16.50% per annum; if not autocalled, maturity payoffs depend on the Final Level versus the Barrier Level (70.00% of the Initial Level), and investors may lose up to 100% of principal if the Final Level is below the Barrier. All payments are subject to Bank of Montreal credit risk.

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

Bank of Montreal is offering US$142,000 in Senior Medium-Term Notes, Series K — Capped Barrier Enhanced Return Notes linked to the shares of the Invesco S&P 500® Equal Weight ETF. The notes provide 200.00% upside leverage on appreciation up to a Maximum Redemption Amount of $1,122.00 per $1,000. The notes pay no interest, are cash-settled only, and return principal only if the Reference Asset's Final Level is at or above the 90.00% Barrier Level. If the Reference Asset falls below the Barrier Level on the Valuation Date, investors lose 1% of principal for each 1% decline from the Initial Level and may lose up to 100% of principal. Pricing Date is April 30, 2026, Settlement Date May 05, 2026, Valuation Date June 30, 2027, and Maturity Date July 06, 2027. All payments are subject to Bank of Montreal credit risk.

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

Bank of Montreal is offering US$740,000 aggregate principal of Senior Medium-Term Notes, Series K — 3.0‑year Digital Return Notes linked to the common stock of Lockheed Martin Corporation (LMT). The notes pay no interest and will return a 25.88% Digital Return at maturity if the Reference Asset's Final Level is greater than or equal to the Initial Level ($517.97). If the Final Level is below the Initial Level, investors receive only principal. Payments are unsecured and subject to Bank of Montreal credit risk; notes will not be listed and will be cash‑settled only.

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

Bank of Montreal (BMO) priced a US$735,000 offering of Senior Medium-Term Notes, Series K — Autocallable Barrier Notes with Memory Coupons linked to the MerQube US Large-Cap Vol Advantage Index (MQUSLVA). The notes pay a contingent monthly coupon of 1.0708% per month (approximately 12.85% per annum) when the index is at or above a 75.00% coupon barrier, are callable if the index is at or above the Call Level on an Observation Date, and mature on May 03, 2029. The notes have an Initial Level of 4,077.50, Coupon Barrier of 3,058.13 (75.00%) and Trigger Level of 2,446.50 (60.00%). The estimated initial value was stated as $925.61 per $1,000 principal on the Pricing Date.

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

Bank of Montreal (BMO) is offering US$1,749,000 of Senior Medium-Term Notes, Series K — Digital Return Barrier Notes due May 07, 2029, linked to the least performing of the S&P 500®, Russell 2000® and the Dow Jones Industrial Average®. The notes pay a Digital Return of 24.30% if the least performing index is at or above its Digital Barrier Level on the Valuation Date; otherwise payments track the percentage change of that least performing index with a 70.00% Barrier (a loss of 1% of principal for each 1% decline beyond the Barrier), exposing investors to potential loss of up to 100% of principal. The notes are unsecured obligations of Bank of Montreal, do not pay interest, will not be listed, and are subject to the issuer’s credit risk. Pricing Date was April 30, 2026; Settlement Date is May 05, 2026; Valuation Date is May 02, 2029; Maturity Date is May 07, 2029.

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

FAQ

How many BANK OF MONTREAL /CAN/ (BMO) SEC filings are available on StockTitan?

StockTitan tracks 1174 SEC filings for BANK OF MONTREAL /CAN/ (BMO), including 40-F annual reports and 6-K reports. 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 4, 2026.