Every Form 4 that OneStream, Inc. (OS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow OS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OS filings page.
OneStream, Inc. insider group led by K-PRIME and related KKR entities reported a series of J-code “other” transactions involving derivative securities tied to its common equity. In total, 94,520,232 derivative securities were reclassified in connection with OneStream’s previously agreed merger structure.
Under the Merger Agreement effective at the closing, each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 in cash per share, before taxes. Each Common Unit—which paired units of OneStream Software LLC with shares of Class C Common Stock—was cancelled and converted into cash equal to the same $24.00 per unit, while the corresponding Class C share was converted into $0.0001 in cash. Following these transactions, the reported positions in these derivatives dropped to zero as OneStream and its subsidiary became wholly owned subsidiaries of the merger parent.
OneStream, Inc. disclosed that KKR-affiliated investment entities reported a series of non-market "other" transactions involving Class D Common Stock and Common Units on April 1, 2026, tied to the closing of previously agreed mergers.
Under the Merger Agreement, OneStream became a subsidiary of Parent after two merger steps, and immediately before the effective time each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 in cash per share, before taxes. Common Units, each linked to an equal number of Class C shares, were also cancelled and converted into cash equal to the same per share price, while each corresponding Class C share received $0.0001 in cash.
The filing attributes the securities to various KKR entities, including KKR Dream Holdings LLC, several KKR Americas XII and NGT blocker and fund vehicles, and other KKR-managed funds, and states that each reporting person disclaims beneficial ownership beyond its pecuniary interest.
OneStream, Inc. insiders affiliated with KKR reported a series of non-market restructuring transactions tied to the closing of a merger completed on April 1, 2026. Under an Agreement and Plan of Merger, OneStream and certain subsidiaries were merged into entities controlled by a parent company, and OneStream became a subsidiary of that parent.
Immediately before the merger’s effective time, each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 per share in cash, less applicable withholding taxes. Each Common Unit, representing a unit of OneStream Software LLC and an equal number of Class C Common Stock, was cancelled and converted into cash equal to the same per share price, while each corresponding Class C share was cancelled for $0.0001 in cash.
The filing aggregates 94,520,232 derivative securities across multiple KKR-related entities that were affected by these "J"-code “other” transactions. The reporting persons state that the securities were held through various KKR funds and vehicles and that each reporting person disclaims beneficial ownership beyond its economic interest.
OneStream, Inc. reported a series of restructuring transactions tied to its merger with Onward AcquireCo Inc. and related entities. On April 1, 2026, merger subsidiaries combined with OneStream and its operating LLC, leaving OneStream as a subsidiary of the new parent company.
Immediately before the merger’s effective time, each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 in cash per share, less applicable withholding taxes. Each Common Unit, which paired an LLC unit with a share of Class C Common Stock, was cancelled and converted into cash equal to the same per share price, while each related Class C share received $0.0001 in cash.
The filing covers internal reorganization transactions coded as “J” for other acquisition or disposition, totaling 94,520,232 derivative-type securities. The positions shown are held indirectly through various KKR-related investment vehicles, and the reporting persons disclaim beneficial ownership beyond any pecuniary interest.
KKR-affiliated reporting persons recorded entity restructuring transactions tied to OneStream, Inc.’s cash merger. The Form 4 shows that a total of 94,520,232 derivative securities, including Class D Common Stock and Common Units, were affected in connection with the closing.
Under the merger agreement, each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 per share in cash, less applicable withholding taxes. Each Common Unit was cancelled and converted into the right to receive the same per share cash amount, while its corresponding share of Class C Common Stock was converted into the right to receive $0.0001 in cash. The reporting persons state that these securities were held through various KKR-related entities and they each disclaim beneficial ownership except to the extent of their pecuniary interest.
OneStream, Inc. completed a merger under a January 6, 2026 Agreement and Plan of Merger, after which it became a subsidiary of Parent and a privately held company. At the Effective Time, each share of Class A Common Stock was cancelled and converted into the right to receive $24.00 per share in cash, less applicable taxes.
CEO Thomas Anthony Shea’s Common Units, Class D Common Stock, stock options and RSUs were all coded as dispositions to the issuer in connection with this transaction, not open‑market trades. Units and Class C shares were cancelled for cash (including $0.0001 per Class C share), Class D shares were reinvested into equity in the entity that controls Parent, and vested options were cashed out based on the excess of the $24.00 Per Share Price over their exercise prices. Unvested RSUs and options were converted into cash-settled awards that keep their vesting terms, with any unpaid amounts accelerating and paying no later than March 15, 2027 if employment ends other than for cause.
OneStream, Inc. director Kara Wilson reported the cancellation of all her equity interests in connection with a merger completed on April 1, 2026. She disposed of 293,411 Common Units, 7,130 shares of Class A Common Stock (from RSUs), and stock options covering 184,913 shares.
Under the merger terms, each Common Unit and RSU-linked Class A share was converted into a cash right based on a $24.00 Per Share Price, less taxes. Her stock options with exercise prices of $16.40 and $20.00 per share were cancelled in exchange for cash equal to the spread over the Per Share Price, also less taxes. Following these transactions, she no longer holds OneStream equity or related options.
OneStream, Inc. director Sridharan Baskar disposed of equity-based awards in connection with the company’s merger. He surrendered 21,609 shares of Class A Common Stock to the issuer, leaving him with no Class A shares reported after the transaction.
According to the merger terms, this position represented an equal number of restricted stock units. These RSUs fully vested immediately before the effective time of the mergers and were then cancelled and converted into the right to receive cash based on a per share price of $24.00, less applicable withholding taxes.
OneStream, Inc. CEO Thomas Anthony Shea reported a series of issuer dispositions tied to the closing of a merger. On April 1, 2026, OneStream completed mergers under a January 6, 2026 Agreement and Plan of Merger, after which OneStream became a subsidiary of Parent.
At the merger’s effective time, each share of Class A Common Stock was cancelled and converted into the right to receive $24.00 per share in cash. Common Units were cancelled for cash equal to the same per‑share price, and corresponding Class C shares received $0.0001 in cash. Class D Common Stock was cancelled and converted into the right to receive the same per‑share cash price, with those shares then reinvested into equity interests in an entity that controls the new parent company.
Unvested RSUs and stock options did not result in open‑market trades. Instead, they were cancelled and converted into contingent cash awards based on the $24.00 per‑share price, with existing vesting terms continuing after the mergers. Following these transactions, the filing shows no remaining reportable direct or derivative holdings in the issuer under this Form 4.
OneStream, Inc.’s Chief Accounting Officer Pamela McIntyre reported the cancellation and issuer disposition of multiple stock option grants and Class A Common Stock on April 1, 2026 in connection with a merger.
Under the merger agreement, each share of Class A Common Stock was converted into the right to receive $24.00 per share in cash, and both vested and unvested equity awards were canceled and converted into cash or contingent cash awards, leaving the reported option positions and common shares at zero following the transactions.
OneStream, Inc. director Jonathan D. Mariner reported disposing of his remaining equity-linked interests in connection with the closing of merger transactions on April 1, 2026. Common Units representing 206,949 Class D Common shares held directly and 40,051 units held indirectly through the Jonathan D. Mariner Revocable Trust were cancelled and converted into cash at a Per Share Price of $24.00, subject to withholding taxes.
In addition, stock options for 50,000 Class A Common shares at a $16.40 exercise price and 134,913 shares at a $20.00 exercise price became fully vested immediately prior to the effective time and were then cancelled for cash based on the excess of the $24.00 Per Share Price over each option’s exercise price. A separate award covering 7,130 Class A Common shares, representing restricted stock units that fully vested under the outside director compensation policy, was also cancelled for cash. Following these issuer dispositions, the filing shows no remaining holdings in the reported securities.
Leshinski Scott reported disposition transactions in this Form 4 filing.
OneStream, Inc. president Scott Leshinski reported issuer-related disposals of stock options and Class A common shares tied to the closing of a merger. On April 1, 2026, all reported equity awards and shares were cancelled and converted into cash rights under a merger agreement.
Each share of Class A Common Stock was converted into the right to receive $24.00 in cash, less applicable taxes. Vested and unvested stock options with exercise prices between $10.65 and $16.40 per share, along with related restricted stock units, were similarly cancelled in exchange for cash payments, leaving no remaining holdings reported in this filing.
OneStream, Inc. director and officer John Kinzer reported the disposition to the issuer of his equity holdings in connection with a merger. On April 1, 2026, his Class A Common Stock, Common Units and stock options were cancelled and converted into cash rights based on a $24.00 per share price, less taxes. Vested options are paid only on any excess of the Per Share Price over their exercise price. Certain shares and Common Units were held through the John E. Kinzer Trust, where he serves as trustee. Following these merger-related cancellations, the filing shows no remaining shares or options reported for him.
OneStream, Inc.’s Chief Revenue Officer Ken Hohenstein reported issuer dispositions of his equity interests tied to the company’s go-private merger. All reported Class A Common Stock, options, RSUs and Common Units were cancelled at the merger’s Effective Time and converted into cash rights.
Pursuant to the merger agreement, each share of Class A Common Stock was cancelled and converted into the right to receive $24.00 per share in cash, less taxes. Vested and unvested options and RSUs were similarly cancelled and converted into cash-based awards using the $24.00 per share price and their existing vesting terms.
The filing also shows indirect holdings through CaitRyan LLC and the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, over which Hohenstein may be deemed to have voting and dispositive power. After these transactions, the Form 4 shows no remaining shares or options for the reported positions.
OneStream, Inc. director Michael Burkland reported dispositions of equity awards to the issuer in connection with the closing of a merger. On April 1, 2026, an Agreement and Plan of Merger became effective, with OneStream and its subsidiary becoming subsidiaries of Parent entities in a two-step merger structure.
At the merger’s effective time, director RSUs and 7,130 shares of Class A Common Stock were cancelled and converted into cash based on a $24.00 Per Share Price, less taxes. Two stock option grants covering 50,000 shares at $10.65 and 169,257 shares at $20.00 were cancelled and converted into cash equal to the spread over the Per Share Price. In addition, 486,057 Common Units corresponding to Class D/Common C structures held by the Burkland Family Trust were cancelled and converted into cash at the Per Share Price, while related Class C shares received a nominal $0.0001 per share.
OneStream, Inc. CEO Thomas Anthony Shea reported large indirect gift transfers of Class D Common Stock tied to Class A shares. Trusts associated with him made bona fide gifts totaling 17,320,860 shares of Class D Common Stock, with no consideration exchanged.
The gifts reflect transfers among family-related trusts, including the 2020 Shea Annuity Trust, the Shea Remainder Trust, and the 2019 Shea Family Trust, as described in the footnotes. After these transactions, Shea continues to hold 4,313,836 shares of Class D Common Stock directly and 11,856,018 shares indirectly, all convertible into Class A Common Stock on a 1:1 basis.
McIntyre Pamela reported acquisition or exercise transactions in this Form 4 filing.
OneStream, Inc. reported that Chief Accounting Officer Pamela McIntyre received a grant of 45,000 shares of Class A Common Stock in the form of restricted stock units. The award was priced at $0.00 per share as a compensation grant, not an open-market purchase.
Each RSU represents one share of Class A Common Stock upon vesting. The RSUs will vest in eight equal quarterly installments starting on June 10, 2026, on March 10, June 10, September 10, and December 10 each year, contingent on her continued service. Following this grant, she holds 100,800 shares, including unvested RSUs.
Hohenstein Ken reported acquisition or exercise transactions in this Form 4 filing.
OneStream, Inc. Chief Revenue Officer Ken Hohenstein received a grant of 45,000 shares of Class A Common Stock in the form of restricted stock units. The RSUs vest in equal installments of 1/8 of the grant on each Quarterly Vesting Date starting on June 10, 2026, as long as he continues as a service provider. Quarterly Vesting Dates are March 10, June 10, September 10 and December 10 each year. Following this award, Hohenstein directly holds 1,030,571 shares of Class A Common Stock, which include unvested RSUs. He also has indirect ownership of 790,279 shares held by the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, over which he may be deemed to have voting and dispositive power.
Leshinski Scott reported acquisition or exercise transactions in this Form 4 filing.
OneStream, Inc. President Scott Leshinski received an award of 100,000 restricted stock units (RSUs) of Class A Common Stock at no cash cost per share. Each RSU represents a contingent right to receive one share when it vests.
The RSUs will vest in eight equal installments, with 1/8 of the award vesting on each Quarterly Vesting Date beginning on June 10, 2026, as long as he continues as a service provider. Quarterly Vesting Dates are March 10, June 10, September 10, and December 10 each year.
After this grant, Leshinski is reported to hold 378,458 shares of Class A Common Stock directly, and this total includes unvested RSUs.
OneStream, Inc. Chief Revenue Officer Ken Hohenstein reported option exercises and share sales. On March 16–17, 2026, he exercised options covering 59,204 shares of Class A Common Stock at strike prices of $10.65 and $14.51 per share and received common stock.
Over the same two days, he sold a total of 59,204 shares in open-market transactions at prices of about $23.58–$23.62 per share, pursuant to a Rule 10b5-1 trading plan adopted on August 22, 2025. After these transactions, he directly holds 985,571 shares of Class A Common Stock, and indirectly holds 790,279 shares through the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, over which he may be deemed to have voting and dispositive power.
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 $23.68 per share on March 11, 2026, under a pre-arranged Rule 10b5-1 trading plan adopted on December 8, 2025. On March 10, 2026, 1,032 shares at $23.70 per share were withheld by the company solely to cover tax obligations from restricted stock unit settlement, which is not a market sale. After these transactions, she directly owns 55,800 shares, and this total includes unvested restricted stock units.
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 $23.70 per share to satisfy tax obligations on restricted stock unit settlement, which the company notes is not a market sale. After this tax-withholding disposition, he directly holds 459,986 shares, including unvested restricted stock units.
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.
OneStream, Inc. Chief Revenue Officer Ken Hohenstein reported option exercises and share sales. On January 16, 2026, he exercised stock options for 30,000 Class A shares at $10.65, another 50,000 shares at $10.65, and 40,000 shares at $14.51. On the same day he sold 120,000 Class A shares at a weighted average price of $23.63, under a Rule 10b5-1 trading plan adopted on August 22, 2025. After these transactions he held 990,961 Class A shares directly, which include unvested restricted stock units, and 790,279 Class A shares indirectly through the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, over which he may be deemed to have voting and dispositive power.
OneStream, Inc. insider trading report: Chief Accounting Officer Pamela McIntyre reported selling 6,505 shares of Class A common stock on 01/08/2026 at a price of $23.58 per share. This was a pre-arranged sale made under a Rule 10b5-1 trading plan that she adopted on December 8, 2025, which is designed to allow insider trades under preset conditions. After this transaction, she beneficially owned 58,847 shares, which the disclosure notes include unvested restricted stock units.
OneStream, Inc. director Jonathan D. Mariner reported open-market sales of the company’s Class A Common Stock under a pre-arranged Rule 10b5-1 trading plan adopted on February 28, 2025. On January 6, 2026, he sold 2,415 shares at a weighted average price of $22.66, followed by a sale of 5,541 shares at a weighted average price of $23.59.
After these transactions, Mariner reported owning 7,130 shares of Class A Common Stock directly, and the reported holdings include unvested restricted stock units. Both transactions were coded as routine sales, and there were no derivative security transactions reported.
OneStream, Inc. Chief Revenue Officer reported option exercises and share sales in company stock. On 12/16/2025, the insider exercised stock options for 40,000 shares of Class A common stock at an exercise price of $10.65 per share and sold 40,000 shares of Class A common stock at a weighted average price of $17.21, within a price range of $16.91 to $17.65.
The sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on November 13, 2024. After these transactions, the insider holds 990,961 Class A shares directly, which include unvested restricted stock units, and 790,279 shares indirectly through the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust. The filing also shows remaining stock options covering 178,508 and 69,210 shares, vesting monthly after initial one-quarter vesting tranches.
OneStream, Inc. reported that its chief financial officer sold 9,571 shares of Class A common stock on December 15, 2025 at a price of $17.73 per share. The sales were made under a Rule 10b5-1 trading plan adopted on February 21, 2025.
After this transaction, the officer beneficially owns 206,127 shares, which include unvested restricted stock units, and the holdings are reported as directly owned.
OneStream, Inc. reported an insider equity transaction by its CEO, President and director, who is also a 10% owner. On 12/10/2025, 13,805 shares of Class A common stock were withheld by the company at a price of $18.38 per share to cover the insider’s tax obligations arising from the net settlement of restricted stock units, and this did not represent an open-market sale.
Following this tax withholding, the insider beneficially owns 469,244 shares of Class A common stock directly, and this amount includes unvested restricted stock units.
OneStream, Inc.’s Chief Financial Officer reported a tax-related share withholding involving Class A common stock. On 12/10/2025, 6,285 shares were withheld by the company at $18.38 per share to satisfy the officer’s tax withholding and remittance obligations tied to the net settlement of restricted stock units, and this is explicitly described as not being a sale by the officer.
After this transaction, the officer beneficially owned 215,698 shares of Class A common stock, which the disclosure states include unvested restricted stock units. The report is filed by a single reporting person in the capacity of Chief Financial Officer.
OneStream, Inc.'s Chief Revenue Officer reported a tax-related share withholding connected to restricted stock units. On December 10, 2025, the company withheld 6,101 shares of Class A Common Stock at $18.38 per share to satisfy the officer's tax withholding and remittance obligations, and this does not represent a sale by the officer. After this transaction, the officer beneficially owns 990,961 Class A shares directly, including unvested restricted stock units, and 790,279 shares indirectly through the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, over which the officer may be deemed to have voting and dispositive power.
OneStream, Inc. (OS) Chief Revenue Officer reported exercising and selling company stock. On 11/17/2025, the officer exercised 40,000 stock options for Class A Common Stock at an exercise price of $10.65 per share and acquired 40,000 shares. On the same date, 40,000 Class A Common shares were sold under a Rule 10b5-1 trading plan at a weighted average price of $20.94 per share.
After these transactions, the officer directly beneficially owned 997,062 Class A Common shares and indirectly beneficially owned 790,279 shares held by the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust. The officer also continued to hold stock options covering 188,508 and 99,210 shares, which vest over time, subject to continued service.
OneStream (OS) Chief Revenue Officer reported same-day insider transactions on 10/16/2025. He exercised 40,000 stock options at $10.65 and sold 40,000 Class A shares in two blocks: 39,510 at a weighted average of $16.84 and 490 at a weighted average of $17.59, pursuant to a Rule 10b5-1 plan adopted on November 13, 2024.
Following the transactions, he beneficially owned 997,062 shares directly and 790,279 shares indirectly through a trust.
OneStream, Inc. (OS) director Sridharan Baskar received 21,609 restricted stock units (RSUs) on 10/03/2025 as a non-cash award. The RSUs are contingent rights to receive one share of Class A common stock each upon vesting and carry a grant date value of $0 in this filing because no cash price was paid.
Vesting is time-based: one-third of the RSUs vest on each anniversary of 10/03/2025, contingent on the reporting person continuing to serve as an Outside Director under the company policy. After the grant, the reporting person beneficially owns 21,609 Class A shares (or share equivalents) as reported.
John Kinzer, a director of OneStream, Inc. (OS), reported a sequence of transactions in September 2025. On September 18, 2025 he converted 30,000 shares of Class D Common Stock into 30,000 shares of Class A Common Stock. On September 19, 2025 those 30,000 Class A shares were sold at $20 per share under a Rule 10b5-1 trading plan adopted on November 22, 2024. The filing notes that some reported shares include unvested restricted stock units and that the shares are held by the John E. Kinzer Trust, of which the reporting person is a trustee. The Form 4 shows holdings tied to Common Units and Class D/Common C mechanics, including a post-transaction beneficial ownership figure for Class D Common Stock of 300,997 shares and 30,000 Class A shares referenced where applicable.