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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$1,569,000 of Senior Medium-Term Notes, Series K — Capped Contingent Risk Absolute Return Buffer Notes due May 05, 2028 linked to the S&P 500® Index. The notes provide 1:1 upside participation capped at a Maximum Redemption Amount of $1,180.00 per $1,000 (an 18.00% maximum return) and a 20.00% downside buffer: if the index declines up to 20% from the Initial Level you can still receive a positive cash return (up to a $1,200.00 downside redemption). Losses occur dollar-for-dollar beyond the 20% buffer, with up to 80.00% principal loss possible. The notes pay no interest, are unsecured obligations of Bank of Montreal, are not exchange-listed, and all payments are subject to the issuer's credit risk. The estimated initial value on the Pricing Date was $985.08 per $1,000.

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Bank of Montreal priced a market-linked note offering: senior medium-term, equity index linked securities due May 3, 2029, with a face amount of $1,000 per security and an original offering price of $1,000. The estimated initial value on the pricing date was $977.39 per security. The notes are auto-callable on the first call date (May 5, 2027) if the lowest performing underlier closes at or above its starting value, in which case holders receive the face amount plus a 22.80% call premium. If not called, the maturity payment depends on the performance of the lowest performing underlier on the final calculation day (April 30, 2029), with an upside participation rate of 150% for positive returns and a contingent downside that exposes holders to losses greater than 25% if the lowest performing underlier falls below its 75% threshold.

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Bank of Montreal priced Market Linked Notes (Series K) linked to Veeva Systems Class A common stock. The securities have a face amount of $1,000 per security, an estimated initial value of $976.34 per security and a stated maturity date of May 3, 2027. They pay monthly contingent coupons at a 12.00% per annum rate when the closing value of Veeva meets or exceeds a coupon threshold equal to 50% of the starting value. The starting value is $155.97 and the coupon/downside threshold is $77.985. The notes are auto-callable if Veeva’s closing value on certain monthly calculation days is greater than or equal to the starting value; if called, holders receive the face amount plus accrued contingent coupons. If not called, principal at maturity is either $1,000 (if the ending value is at or above the downside threshold) or $1,000 × performance factor (full downside exposure if ending value is below the downside threshold). The offering table shows total original offering proceeds of $819,000.00 and proceeds to BMO of $806,100.75.

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Bank of Montreal is issuing an additional $1,250,000,000 aggregate principal amount of its Oil & Gas Exploration & Production -3X Inverse Leveraged ETNs, bringing the tranche to an aggregate $2,500,000,000 outstanding. Each note has a principal amount of $2,500 after reverse splits and is listed on NYSE under ticker OILD.

The notes provide a daily-resetting -3x inverse exposure to the Solactive MicroSectors Oil & Gas Exploration & Production Index, carry a 0.95% annual Daily Investor Fee, may incur negative Daily Interest (US Federal Funds Effective Rate minus an Interest Rate Spread of 2.00% to 4.00%), and do not guarantee return of principal. The notes are intended as intraday trading tools for sophisticated investors and are highly path-dependent and risky.

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Bank of Montreal is offering US$997,000 of Senior Medium-Term Notes, Series K — capped market-linked notes due May 05, 2031 — linked to the S&P 500® Index. The notes provide 1-to-1 upside participation subject to a Maximum Redemption Amount of $1,426.70 per $1,000 (a 42.67% cap). If the Final Level is at or below the Initial Level, investors receive only principal. The notes pay no interest, are unsecured obligations of Bank of Montreal, are subject to its credit risk, will not be listed, and were priced at 100% of principal (aggregate public offering $997,000).

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Bank of Montreal is issuing US$2,530,000 of Senior Medium‑Term Notes, Series K — 2.5‑year Digital Return Barrier Notes due August 05, 2027 linked to the least performing of the S&P 500® and Russell 2000®. The notes pay a 13.22% Digital Return if the Least Performing Reference Asset finishes at or above 75.00% of its April 30, 2026 level; if the Least Performing Reference Asset falls below that barrier, investors participate 1:1 in losses and may lose up to 100% of principal. The notes were priced at 100% of principal, have an estimated initial value of $988.41 per $1,000, and are unsecured obligations subject to Bank of Montreal credit risk. BMOCM is the agent and calculation agent for the offering.

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Bank of Montreal offers US$2,749,000 in Senior Medium‑Term Notes, Series K, capped market‑linked to Amazon.com, Inc. common stock. The notes pay no interest, mature on May 07, 2029, and cap upside: the Maximum Redemption Amount is $1,288.00 per $1,000 principal (a 28.80% return).

Holders receive full principal at maturity if Amazon's Final Level is at or below the Initial Level of $265.06. All payments are subject to Bank of Montreal credit risk and the notes are cash‑settled only.

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Bank of Montreal (BMO) is offering US$29,981,000 of Senior Medium-Term Notes, Series K — Bearish Digital Buffer Notes linked to the S&P 500® Index, maturing on June 04, 2027. The notes pay no interest and return at maturity depends on the Final Level versus the Initial Level (Initial Level: 7,137.90 on the Strike Date). Key payoff mechanics: capped downside benefit (a 33.90% Digital Return when Final Level ≤90% but ≥75%), multi-tiered capped losses for index appreciation (up to -20.00% if Final Level >140%), and an extra downside multiplier of 112.00% beyond a 25.00% decline. Payments are unsecured obligations of BMO and subject to its credit risk. The public offering price was 100% of principal and the estimated initial value was $994.01 per $1,000 principal.

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Bank of Montreal priced US$302,000 of Senior Medium-Term Notes, Series K — Capped Barrier Enhanced Return Notes due May 05, 2031 linked to the S&P 500® Index. The notes offer 200.00% upside leverage subject to a Maximum Redemption Amount of $1,555.00 per $1,000 (55.50% return). If the index falls below the Barrier Level (75.00% of the Initial Level), investors lose 1% of principal for each 1% decline and may lose up to 100% of principal. Notes pay no interest, are unsecured obligations of Bank of Montreal, and are subject to issuer credit risk and limited liquidity.

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Bank of Montreal priced US$352,000 of Senior Medium-Term Notes, Series K — Capped Barrier Enhanced Return Notes linked to the Dow Jones Industrial Average®. The notes pay no interest, mature on July 06, 2027 (valuation date June 30, 2027), and settle on May 05, 2026.

The notes provide 200.00% upside leverage on any appreciation in the index, subject to a Maximum Redemption Amount of $1,123.00 per $1,000 principal (a 12.30% capped return). The Initial Level was 49,652.14 and the Barrier Level is 44,686.93 (90.00% of the Initial Level); if the Final Level is below the Barrier, investors lose 1% of principal for each 1% decline.

Notes are unsecured obligations of Bank of Montreal, not listed, subject to the issuer’s credit risk, issued in minimum denominations of $1,000, and offered with an agent’s commission of 2.00%. The issuer’s estimated initial value was $969.12 per $1,000.

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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.