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BANK OF MONTREAL /CAN/ (BMO) SEC Filings, May 4, 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$1,150,000 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.

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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.

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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.

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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.

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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.

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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.

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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.

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Bank of Montreal is pricing US$707,000 of Senior Medium-Term Notes, Series K — Digital Return Barrier Notes due April 05, 2028 — linked to the least performing of the S&P 500®, the NASDAQ-100® and the Russell 2000®. The notes pay a 21.50% Digital Return at maturity if the Least Performing Reference Asset ends at or above 70.00% of its April 30, 2026 Initial Level. If that Least Performing Reference Asset falls below the 70.00% Barrier, investors suffer a linear principal loss of 1% per 1% decline, potentially losing up to 100% of principal. Notes are unsecured, non‑interest bearing, not exchange‑listed, issued in $1,000 denominations, and subject to Bank of Montreal credit risk. The estimated initial value was $990.51 per $1,000 on the Pricing Date; price to public was 100%.

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Bank of Montreal is offering US$918,000 in Senior Medium-Term Notes, Series K — market-linked notes due May 05, 2031 — linked to the S&P 500® Futures Excess Return Index. Each note has a $1,000 minimum denomination. At maturity investors receive the principal plus 131.00% upside participation on any positive percentage change in the Reference Asset; if the Final Level is less than or equal to the Initial Level, investors receive only the $1,000 principal per note. The Initial Level was 581.37 on the Pricing Date and the estimated initial value was $962.69 per $1,000 on the pricing date. Payments are unsecured obligations of Bank of Montreal and subject to its credit risk.

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Bank of Montreal is offering $2,341,000 of Senior Medium-Term Notes, Series K — Autocallable Barrier Enhanced Return Notes due May 07, 2029, linked to the least performing of the Dow Jones Industrial Average, the NASDAQ-100, and the Russell 2000. The notes pay no interest and may be automatically redeemed on May 06, 2027 if each Reference Asset closes above its Call Level, in which case holders receive principal plus a Call Amount of $225.00 per $1,000.

If not called, maturity payoff depends solely on the Least Performing Reference Asset: if its Final Level is at or above Initial Level, holders receive leveraged upside equal to 175.00% of the Percentage Change; if its Final Level is between the Initial Level and the Barrier Level (70.00% of Initial Level), holders receive principal only; if below the Barrier Level, holders lose 1% of principal for each 1% decline and may lose up to 100% of principal.

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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 4, 2026.