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. 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.
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.
OS affiliate filings report proposed and completed sales of Class A shares. The notice lists an option grant of 10,000 Class A shares (optioned 03/06/2023) with an intended sale date 03/17/2026. It also reports prior sales by Kenneth D. Hohenstein of 120,000, 60,000 and 49,204 Class A shares on 01/16/2026, 02/17/2026 and 03/16/2026, respectively, with gross amounts shown alongside each transaction.