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 insider William A. Koefoed Jr. has filed a Form 144 indicating intent to sell 25,000 Class A shares with an aggregate market value of $669,250. The proposed sale is scheduled for June 25, 2025, through Fidelity Brokerage Services on NASDAQ.
The shares were acquired through stock options granted on June 30, 2022, and exercised on June 25, 2025. The filing reveals Koefoed's recent trading activity over the past 3 months:
- May 27, 2025: Sold 25,000 shares for $719,000
- June 11, 2025: Sold 6,501 shares for $183,500
- June 16, 2025: Sold 9,354 shares for $260,977
The company has approximately 75.4 million Class A shares outstanding. This Form 144 filing represents a standard regulatory requirement for corporate insiders planning to sell securities, with the seller affirming no knowledge of undisclosed material adverse information.
OneStream Director John Kinzer reported multiple securities transactions executed on June 20, 2025, under a pre-established Rule 10b5-1 trading plan from November 2024:
- Converted 30,000 Common Units of OneStream Software LLC into Class D Common Stock
- Subsequently converted 30,000 shares of Class D Common Stock into Class A Common Stock
- Sold 28,900 shares at weighted average price of $28.24 per share
- Sold remaining 1,100 shares at weighted average price of $28.81 per share
Following these transactions, Kinzer maintains 7,130 shares of Class A Common Stock held directly (including unvested RSUs) and 330,997 Common Units held indirectly through the John E. Kinzer Trust. The Class D Common Stock is convertible to Class A Common Stock on a 1:1 basis and will automatically convert upon certain trigger events, including 7 years after IPO.
Ken Hohenstein, Chief Revenue Officer of OneStream, reported significant insider trading activity on June 18, 2025. The transactions involved:
- Exercise of stock options for 20,000 shares at $10.65 per share
- Immediate sale of the acquired 20,000 shares at $28.28 per share, executed under a Rule 10b5-1 trading plan established November 13, 2024
Following these transactions, Hohenstein holds 1,003,163 shares directly (including unvested RSUs) and 790,279 shares indirectly through the Hohenstein Purple Elephant Trust. He retains 258,508 stock options with an exercise price of $10.65, expiring March 5, 2033. The options vest monthly, with initial 25% vesting on February 15, 2024.