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. (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.
OneStream, Inc. (OS) reported Q3 results with total revenue of $154.3 million, up from $129.1 million a year ago, driven by subscription revenue of $140.9 million. Gross profit was $105.1 million, reflecting strong contribution from subscriptions.
The company posted a net loss of $11.5 million (net loss per share of $0.05 for Class A and D), a significant improvement from the prior year period. For the first nine months, revenue reached $438.2 million versus $356.9 million last year, while operating cash flow was $70.9 million.
Liquidity remains robust with cash and cash equivalents of $653.9 million and current deferred revenue of $275.5 million. The $150.0 million revolving credit facility had no borrowings outstanding as of quarter end. The company’s amended cloud services agreement had a $144.3 million remaining purchase commitment.
OneStream, Inc. (OS) reported that it has furnished a press release announcing results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1. The disclosure under Item 2.02, including Exhibit 99.1, is being furnished and not filed under the Exchange Act, and is not subject to Section 18 liabilities nor incorporated by reference into Securities Act or Exchange Act filings.
OneStream (OS) Chief Revenue Officer reported same-day insider transactions on 10/16/2025. He exercised 40,000 stock options at
Following the transactions, he beneficially owned 997,062 shares directly and 790,279 shares indirectly through a trust.
OneStream, Inc. (OS) director Sridharan Baskar received 21,609 restricted stock units (RSUs) on
Vesting is time-based: one-third of the RSUs vest on each anniversary of
Sridharan Baskar filed an initial Form 3 reporting his relationship to OneStream, Inc. (OS) as a director. The event date is
OneStream, Inc. reported a change in its board structure and membership. Effective October 3, 2025, the board of directors was expanded from eight to nine members, and Baskar Sridharan was appointed as a Class I director.
His term will run until the company’s 2028 annual meeting of stockholders. The company states there are no arrangements, related-party transactions, or family relationships connected to his selection.
Dr. Sridharan will receive compensation under OneStream’s existing outside director compensation policy described in its 2025 proxy statement and has entered into the company’s standard indemnification agreement for directors.
John Kinzer, a director of OneStream, Inc. (OS), reported a sequence of transactions in September 2025. On September 18, 2025 he converted 30,000 shares of Class D Common Stock into 30,000 shares of Class A Common Stock. On September 19, 2025 those 30,000 Class A shares were sold at $20 per share under a Rule 10b5-1 trading plan adopted on November 22, 2024. The filing notes that some reported shares include unvested restricted stock units and that the shares are held by the John E. Kinzer Trust, of which the reporting person is a trustee. The Form 4 shows holdings tied to Common Units and Class D/Common C mechanics, including a post-transaction beneficial ownership figure for Class D Common Stock of 300,997 shares and 30,000 Class A shares referenced where applicable.
OneStream, Inc. (OS) Form 144 filing reports a proposed sale of 30,000 Class A shares through Fidelity Brokerage Services with an aggregate market value of $600,000. The filing shows the shares were originally acquired as Pre-IPO shares on 05/31/2019 and paid for in cash. The issuer has 88,136,155 shares outstanding. The filing also discloses a prior sale by the same beneficial owner, the John E Kinzer Trust, of 30,000 Class A shares on 06/20/2025 that generated gross proceeds of $847,932.24. The filer certifies no undisclosed material adverse information.
Ken Hohenstein, Chief Revenue Officer of OneStream, Inc. (OS), reported transactions dated 09/16/2025 involving both non-derivative shares and stock options. He acquired 40,000 shares via option exercises at an exercise price of $10.65 and concurrently sold 40,000 shares under a Rule 10b5-1 trading plan for a weighted average sale price of $18.69. Following these transactions he beneficially owned 1,037,062 shares before the sale line and 997,062 shares after the sale (direct), and held 790,279 shares indirectly through the Hohenstein Purple Elephant Trust. He also holds two option grants exercisable through 2031 and 2033 and unvested restricted stock units are included in the reported totals.