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 sale notice (Form 144) reports that Kenneth D. Hohenstein intends to sell 20,000 Class A shares on 08/18/2025 through Fidelity Brokerage Services LLC on NASDAQ, with an aggregate market value shown as $431,200 and 88,136,155 Class A shares outstanding. The filing shows the shares to be sold were acquired as an option granted 03/06/2023 and exercised/acquired on 08/18/2025 with payment in cash. The filer also disclosed four prior Class A sales by the same person in the past three months totalling 66,280 shares for gross proceeds of $1,798,661.79. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
On 08/04/2025, OneStream, Inc. (OS) director Jonathan D. Mariner reported selling 6,630 Class A common shares through a Rule 10b5-1 trading plan adopted on 02/28/2025. The weighted-average sale price was $23.53 (range: $23.095-$23.79). After the transaction, he beneficially owns 33,650 shares, which include unvested restricted stock units. No derivative securities were exercised or acquired.
The sale represents a modest portion of the director’s holdings and, because it was pre-scheduled, is generally viewed as routine liquidity management rather than a directional bet. Nonetheless, any insider disposition can prompt investor scrutiny regarding short-term valuation expectations.
OneStream, Inc. (OS) – Form 4 insider activity
CFO William A. Koefoed exercised 25,000 stock options on 25-Jul-2025 at an exercise price of $10.65 and immediately sold the resulting shares at $25.00 under a pre-arranged Rule 10b5-1 plan adopted 21-Feb-2025. The gross spread of $14.35 per share represents roughly $359,000 in pre-tax proceeds.
- Transaction code M: option exercise converted options into Class A common shares.
- Transaction code S: disposition of the same 25,000 shares.
- Post-transaction holdings: 237,839 Class A shares (includes unvested RSUs) held directly, plus 170,481 remaining options.
No other material events, earnings data, or company guidance were included in this filing.
Form 144 discloses that an affiliate of OneStream, Inc. (symbol OS) plans to sell 25,000 Class A shares through Fidelity Brokerage on or about 07/25/2025. At the stated aggregate market value of $625,000, the implied price is roughly $25.00 per share. The shares represent only 0.03 % of the 75,399,202 shares outstanding, indicating a limited potential impact on the public float.
The same insider, William A. Koefoed Jr., has sold an additional 65,855 shares in the preceding three-month period for total gross proceeds of $1.83 million (four transactions on 05/27, 06/11, 06/16 and 06/25 2025). The upcoming sale was acquired via an employee option granted 06/30/2022 and exercised for cash on 07/25/2025.
No adverse non-public information is asserted, and the notice states the filer is unaware of undisclosed material developments. While the sale volume is small relative to total shares, consecutive insider disposals often prompt governance and sentiment scrutiny.
Form 4 discloses that Ken Hohenstein, Chief Revenue Officer of OneStream, Inc. (OS), executed and sold shares on 18 Jul 2025.
- Option exercise: 20,000 stock options were exercised at $10.65 (grant dated 5 Mar 2023; 25% vested 15 Feb 2024, remaining vest monthly).
- Open-market sale: The same 20,000 shares were sold at $25.12 under a Rule 10b5-1 plan adopted 13 Nov 2024.
Post-transaction holdings:
- Direct: 1,003,163 Class A shares (includes unvested RSUs).
- Indirect: 790,279 shares held by the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust.
- Options remaining: 238,508 shares.
The filing reflects no change in net share count from the option exercise/sale pair, but it shows the insider retains a substantial equity stake exceeding 1.79 million shares (direct + indirect) plus unexercised options.
Form 4 filing summary – OneStream, Inc. (OS)
Chief Financial Officer William A. Koefoed disclosed one option exercise and one share sale executed on 06/25/2025 and reported on 06/27/2025.
- Option exercise (Code “M”): 25,000 Class A shares acquired by exercising employee stock options at $10.65 per share.
- Immediate sale (Code “S”): The same 25,000 shares were sold in the open market at an average price of $26.77 under a pre-arranged Rule 10b5-1 plan adopted 02/21/2025.
- Cash impact: Transaction generated gross proceeds of about $669,250 against an exercise cost of roughly $266,250, implying an estimated pre-tax gain of ~$403,000.
- Ownership impact: Post-sale beneficial ownership remains 237,839 shares, identical to the pre-exercise level; holdings still include unvested RSUs.
- Remaining options: 195,481 options remain outstanding, vesting monthly through 02/15/2027 and expiring 12/04/2031.
The filing reflects routine liquidity management by the executive with no change in net share exposure and no new information on company performance.