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.
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 $187,841.16, on or around 01/06/2026. The shares are listed for sale on NASD, and the issuer had 90,268,494 shares outstanding at the time indicated.
The shares to be sold were acquired on 07/27/2020 as compensation in the form of restricted stock units from the issuer, with the consideration described as compensation. The notice also reports that during the past three months, Mariner sold 18,423 shares of common stock on 12/02/2025, generating gross proceeds of $385,029.65. By signing, the seller represents that they do not know of any undisclosed material adverse information about the issuer’s operations.
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.
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 $10.65 and sold 40,000 Class A shares in two blocks: 39,510 at a weighted average of $16.84 and 490 at a weighted average of $17.59, pursuant to a Rule 10b5-1 plan adopted on November 13, 2024.
Following the transactions, he beneficially owned 997,062 shares directly and 790,279 shares indirectly through a trust.