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.’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. has completed its acquisition by Hg and is going private in an all-cash deal valuing the company at approximately $6.4 billion. OneStream shareholders are entitled to receive $24.00 per share in cash under the merger agreement.
On the closing date, OneStream became a subsidiary of Onward AcquireCo, Inc., affiliates of Hg, funded by equity from Hg, Tidemark, General Atlantic and other existing stockholders, plus new debt financing. A new senior secured term loan facility of $1.4 billion, a $250 million revolving facility and a $600 million delayed draw term loan were put in place, and prior credit facilities were repaid.
As a result of the transaction, OneStream’s Class A common stock has ceased trading on Nasdaq, and the company is pursuing delisting and deregistration, which will end its public reporting obligations. OneStream will remain led by CEO Tom Shea and its existing leadership team as a privately held company focused on its Finance AI and enterprise finance platform strategy.
OneStream, Inc. notified the removal of its Class A Common Stock from listing and registration on the Nasdaq Stock Market LLC under Section 12(b) of the Exchange Act. Nasdaq certified compliance with exchange rules and the company’s voluntary withdrawal procedures; the form references Commission File Number 001-42187.
OneStream, Inc. files an amended annual report to update governance and compensation disclosures ahead of its pending mergers with affiliates of Hg. The amendment replaces Part III of the prior filing, detailing board composition, committee structures, executive roles, and KKR’s control rights under a stockholders’ agreement. It also outlines 2025 executive pay, including salary, cash bonuses tied to net new annual recurring revenue and non-GAAP operating margin, and substantial RSU grants. As of March 24, 2026, the company reports over 247 million shares outstanding across three classes of common stock and confirms its status as a Nasdaq-listed controlled company influenced by KKR.
The Vanguard Group filed Amendment No. 4 to a Schedule 13G/A reporting 0 shares of Onestream Inc common stock, representing 0% ownership. The filing explains an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report holdings separately.
The report lists Onestream Inc's principal executive office at 191 N Chester St, Birmingham, MI, and is signed by Ashley Grim, Head of Global Fund Administration, on 03/27/2026.