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. 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.
Kenneth D. Hohenstein reported proposed sales of Class A shares via Form 144. The filing lists proposed sales dated 03/16/2026 including 9,204 and 40,000 Class A shares noted as "Cash" sales. The filing also discloses Class A sales in the prior three months of 40,000, 120,000, and 60,000 shares with dollar amounts shown.
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.