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. 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.