{
 "as_of": "2026-11-06",
 "cmr": "ca-cm-kg/TSX/BMO",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Bank of Montreal (TSX: BMO) — research page\n\nAs of 2026-11-06 · ca-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Bank of Montreal, listed on the TSX under ticker BMO. Its ISIN is not on the record, and its LEI is NQQ6HPCNCCU6TUTQYE16. Its security type is Corporate, its segment is not on the record, its sector is Financial Services, and its jurisdiction is Québec (CA-QC). Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 9 filings in the twelve months to 2026-11-06, across 8 filing days. The median gap between filing days is 23 days. The latest filing is dated 2026-11-06, is a newswire release, and was filed 0 days before the record date. The TSX median cadence gap is 16 days, with a median of 0.0 filings and a median latency of 3.0 days across 2270 issuers. The Financial Services median cadence gap is 21.5 days, with a median of 10.5 filings and a median latency of 8.5 days across 98 issuers.\n\n## Auditor\n\nThe auditor of record is not on the record, and no auditor was found. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting, name change, domicile change, or segment move lines. The issuer is listed and not halted.\n\n## Orderability\n\nUnder the rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1, with the chapter as of 2026-11-04, the outcome for Paragraph (o) of the definition is signal ACM-200 and is determinable. The outcome for Paragraph (q) of the definition is signal ACM-200 and is determinable.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read. The record holds a count of 0.\n\n## Open research\n\nNo openly published research notes were found. The record holds a count of 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe issuer's years sealed in the store are 2021, 2022, 2023, 2024, 2025 and 2026, but are not served as of a date, and the as-of door answers not_sealed. The market's vintage is not sealed, and no market earliest sealed date is on the record. The live record began on 2026-09-10.\n\n## Sources\n\n7 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.tsx.com/json/company-directory/search/tsx/^* (identity.exchange)\n- https://api.gleif.org/api/v1/lei-records/NQQ6HPCNCCU6TUTQYE16 (identity.jurisdiction)\n- https://www.tsx.com/en/resource/571 (identity.sector)\n- https://mcp.ca-cm-kg.ai/events/TSX/BMO (the disclosure lines)\n- https://iiroc.mediaroom.com/index.php?s=2429&l=100 (the halt flag)\n- https://mcp.ca-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.ca-cm-kg.ai/record/TSX/BMO (the record)\n",
 "market": "CA",
 "node": "ca-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-10",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the CA store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "market": "CA",
    "reason": "none found",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "CA",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "CA",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "ca-cm-kg/TSX/BMO",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [
    {
     "page": "https://www.bmo.com/main/about-bmo/investor-relations/shareholder-information/analyst-coverage",
     "result": "not readable by this rail (TimeoutError)"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 2270,
     "median_cadence_gap_days": 16,
     "median_filings": 0,
     "median_latency_days": 3,
     "name": "TSX"
    },
    "sector": {
     "issuers": 98,
     "median_cadence_gap_days": 21.5,
     "median_filings": 10.5,
     "median_latency_days": 8.5,
     "name": "Financial Services"
    }
   },
   "by_type": {
    "financial_statement": 1,
    "newswire_release": 8
   },
   "cadence_median_gap_days": 23,
   "filing_days": 8,
   "filings": 9,
   "latency_days": 0,
   "latest": [
    {
     "category": null,
     "date": "2026-11-06",
     "source": "https://www.newswire.ca/news-releases/national-bank-of-canada-to-expand-its-offering-to-canadian-families-with-the-acquisition-of-embark-student-corp--868087032.html",
     "title": "National Bank of Canada to expand its offering to Canadian families with the acquisition of Embark Student Corp.",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-10-29",
     "source": "https://www.newswire.ca/fr/news-releases/national-bank-of-canada-to-report-fourth-quarter-and-fiscal-2026-results-and-provide-strategic-update-on-december-4-2026-releases-changes-to-supplementary-financial-information-ahead-of-year-end-reporting-877436677.html",
     "title": "National Bank of Canada to report fourth quarter and fiscal 2026 results and provide strategic update on December 4, 2026; releases changes to Supplementary Financial Information ahead of year-end reporting",
     "type": "financial_statement"
    },
    {
     "category": null,
     "date": "2026-10-28",
     "source": "https://www.newswire.ca/news-releases/national-bank-of-canada-increases-its-prime-rate-854778779.html",
     "title": "National Bank of Canada increases its prime rate",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-10-28",
     "source": "https://www.newswire.ca/news-releases/laurentian-bank-of-canada-increases-its-prime-rate-891469582.html",
     "title": "Laurentian Bank of Canada increases its prime rate",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-10-15",
     "source": "https://www.newswire.ca/news-releases/national-bank-of-canada-receives-pair-bronze-certification-from-the-canadian-council-for-indigenous-business-841396577.html",
     "title": "National Bank of Canada receives PAIR Bronze ...",
     "type": "newswire_release"
    }
   ],
   "latest_filing_date": "2026-11-06",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/BMO",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "TSX"
   },
   "isin": {
    "market": "CA",
    "reason": "no ISIN found on issuer pages",
    "state": "not_on_record"
   },
   "jurisdiction": {
    "read_by": "GLEIF LEI record (LEI per the LEI column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/NQQ6HPCNCCU6TUTQYE16",
    "state": "sourced",
    "value": "Québec (CA-QC)"
   },
   "lei": {
    "read_by": "GLEIF name-exact",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/NQQ6HPCNCCU6TUTQYE16",
    "state": "sourced",
    "value": "NQQ6HPCNCCU6TUTQYE16"
   },
   "name": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "Bank of Montreal"
   },
   "sector": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "Financial Services"
   },
   "security_type": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "CA",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "BMO"
   },
   "website": {
    "market": "CA",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": [],
   "listing": [],
   "name_change": [],
   "segment_move": []
  },
  "market": "CA",
  "node": "ca-cm-kg",
  "numbers_hash": "sha256:57026616f53628b7293e8064c1d852d50c7dfd929d1a216b8175a5429692d6ae",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "Paragraph (o) of the definition",
    "Paragraph (q) of the definition"
   ],
   "outcomes": {
    "Paragraph (o) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "Paragraph (q) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.ca-cm-kg.ai/book/aio.json",
    "door": "https://mcp.ca-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/ca/kyp-know-your-product-ni-31-103/r1",
   "section": "ca.aio.v11"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.ca-cm-kg.ai/record/TSX/BMO",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:57026616f53628b7293e8064c1d852d50c7dfd929d1a216b8175a5429692d6ae",
 "path": "/ca/TSX/BMO",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Bank of Montreal, listed on the TSX under ticker BMO. Its ISIN is not on the record, and its LEI is NQQ6HPCNCCU6TUTQYE16. Its security type is Corporate, its segment is not on the record, its sector is Financial Services, and its jurisdiction is Québec (CA-QC). Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 9 filings in the twelve months to 2026-11-06, across 8 filing days. The median gap between filing days is 23 days. The latest filing is dated 2026-11-06, is a newswire release, and was filed 0 days before the record date. The TSX median cadence gap is 16 days, with a median of 0.0 filings and a median latency of 3.0 days across 2270 issuers. The Financial Services median cadence gap is 21.5 days, with a median of 10.5 filings and a median latency of 8.5 days across 98 issuers.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is not on the record, and no auditor was found. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting, name change, domicile change, or segment move lines. The issuer is listed and not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "Under the rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1, with the chapter as of 2026-11-04, the outcome for Paragraph (o) of the definition is signal ACM-200 and is determinable. The outcome for Paragraph (q) of the definition is signal ACM-200 and is determinable.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read. The record holds a count of 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found. The record holds a count of 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The issuer's years sealed in the store are 2021, 2022, 2023, 2024, 2025 and 2026, but are not served as of a date, and the as-of door answers not_sealed. The market's vintage is not sealed, and no market earliest sealed date is on the record. The live record began on 2026-09-10.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "7 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.tsx.com/json/company-directory/search/tsx/^*"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://api.gleif.org/api/v1/lei-records/NQQ6HPCNCCU6TUTQYE16"
  },
  {
   "for": "identity.sector",
   "source": "https://www.tsx.com/en/resource/571"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/BMO"
  },
  {
   "for": "the halt flag",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.ca-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.ca-cm-kg.ai/record/TSX/BMO"
  }
 ],
 "title": "Bank of Montreal (BMO) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}