Welcome to our dedicated page for ONESTREAM SEC filings (Ticker: OS), 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.
The OneStream, Inc. (OS) SEC filings page on Stock Titan aggregates the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, giving investors structured access to its official communications. As a Nasdaq-listed software company focused on enterprise Finance management and AI-enabled solutions, OneStream uses SEC filings to report financial results, corporate governance changes and other material events.
Among the key documents available are Form 8-K current reports, which OneStream files to announce items such as quarterly financial results and board or leadership changes. For example, the company has filed 8-Ks in connection with its second and third quarter 2025 results and to report the appointment of a new director to its Board. These filings often reference accompanying earnings press releases that detail revenue composition, non-GAAP metrics like non-GAAP operating income and non-GAAP net income per share, and definitions of measures such as free cash flow.
Investors can also use the filings page to track how OneStream defines and reconciles non-GAAP metrics used in its communications. The company explains in its materials that non-GAAP measures are intended to supplement GAAP results by excluding certain non-cash, non-operational or non-recurring items, and provides reconciliations in tables attached to its earnings releases.
As OneStream has announced a definitive agreement to be acquired by an entity controlled by Hg, future SEC filings are expected to include documents related to that transaction, subject to regulatory requirements. On Stock Titan, these filings are accompanied by AI-powered summaries that highlight key points, helping readers quickly understand the nature of each report—whether it concerns results of operations, board changes, or transaction-related disclosures—while still allowing access to the full original documents and exhibits.
OneStream, Inc. Chief Revenue Officer Ken Hohenstein reported a routine tax-withholding transaction in company stock. On this Form 4, 5,390 shares of Class A common stock were withheld by the company at $23.70 per share to cover tax obligations tied to restricted stock unit settlement, and the footnote states this does not represent a sale. After this withholding, he directly holds 985,571 shares and indirectly holds 790,279 shares, including unvested restricted stock units and shares held by the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, over which he may have voting and dispositive power.
OneStream, Inc. President Scott Leshinski reported routine share activity involving Class A Common Stock. On March 11, 2026, he completed an open-market sale of 7,412 shares at $23.68 per share. Following this sale, he directly owned 278,458 shares.
On March 10, 2026, 6,111 shares were withheld by the company at $23.70 per share to cover his tax obligations from restricted stock unit settlement, which the company states does not represent a sale. The filing notes that the reported sale was executed under a Rule 10b5-1 trading plan adopted and later amended by Leshinski.
OneStream, Inc. Chief Accounting Officer Pamela McIntyre reported recent transactions in Class A common stock. She sold 2,015 shares in an open-market trade at
OneStream, Inc. CEO and director Thomas Anthony Shea reported a Form 4 showing that 9,258 shares of Class A Common Stock were withheld at
OS reports a Form 144 notice for the proposed disposition of 7,412 shares of Class A common stock tied to a restricted stock vesting event. The filing lists the proposed sale method as Issuer placement on 03/10/2026. The filing also records prior dispositions of 6,011 Class A shares on 12/11/2025.
OneStream, Inc. files its annual report, highlighting a pending agreement to be acquired by affiliates of Hg. At closing, each share of Class A and Class D common stock and each LLC Unit will be converted into $24.00 in cash, while Class B and Class C shares will receive $0.0001 in cash, subject to the Merger Agreement terms.
The mergers are expected to close in the first half of 2026, contingent on regulatory clearances, including under the HSR Act, and other customary conditions. OneStream describes its unified, AI‑enabled Digital Finance Cloud platform for the Office of the CFO, its Solution Exchange ecosystem and a partner network that includes major global consultancies.
The company reports rapid customer growth to 1,805 customers and expanding international revenue, but also details risks: potential failure or delay of the mergers, related litigation, strong competition from large software vendors, continued operating losses, a complex tax receivable agreement structure and concentrated voting control through high‑vote Class C and D shares, including holdings by KKR.
OneStream, Inc. reported strong fourth quarter and full-year 2025 results, showing fast growth and improving profitability while preparing to go private in a pending sale to Hg. For Q4 2025, total revenue reached
GAAP operating loss narrowed sharply to
For 2025, revenue grew
OneStream, Inc. Chief Revenue Officer Ken Hohenstein reported option exercises and share sales. On February 17, 2026, he exercised stock options covering 60,000 shares of Class A common stock at exercise prices of $10.65 and $14.51 per share, and then sold 60,000 shares of Class A common stock at $23.46 per share in an open-market transaction effected under a Rule 10b5-1 trading plan adopted on August 22, 2025. Following these transactions, he directly held 990,961 shares of Class A common stock and also had indirect ownership of 790,279 shares, which includes shares held by the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust and unvested restricted stock units.
A shareholder filed a notice to sell 60,000 Class A shares of OS, to be handled by Fidelity Brokerage Services LLC on or about 02/17/2026. The aggregate market value of this planned sale is listed as $1,407,600.00, and the shares trade on NASDAQ, with 90,268,494 Class A shares outstanding.
The shares to be sold were acquired by exercising stock options granted in 2022, 2023, and 2024, with exercises on 02/17/2026 for cash totaling 60,000 shares. In the prior three months, an individual named Kenneth D. Hohenstein sold 40,000 and 120,000 Class A shares on 11/17/2025 and 01/16/2026, for gross proceeds of $837,773.00 and $2,835,636.00, respectively.