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. 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
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. entered into a definitive Agreement and Plan of Merger to be acquired by entities affiliated with Hg through two related mergers involving OneStream Software LLC and the public company. The mergers cannot close before
Certain stockholders affiliated with KKR holding approximately
The agreement includes a
Jonathan Mariner has filed a notice to sell OS common stock under Rule 144. The filing covers a planned sale of 7,956 shares of common stock through Goldman Sachs & Co. LLC, with an aggregate market value of
The shares to be sold were acquired on
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.