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 group led by K-PRIME and related KKR entities reported a series of J-code “other” transactions involving derivative securities tied to its common equity. In total, 94,520,232 derivative securities were reclassified in connection with OneStream’s previously agreed merger structure.
Under the Merger Agreement effective at the closing, each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 in cash per share, before taxes. Each Common Unit—which paired units of OneStream Software LLC with shares of Class C Common Stock—was cancelled and converted into cash equal to the same $24.00 per unit, while the corresponding Class C share was converted into $0.0001 in cash. Following these transactions, the reported positions in these derivatives dropped to zero as OneStream and its subsidiary became wholly owned subsidiaries of the merger parent.
OneStream, Inc. disclosed that KKR-affiliated investment entities reported a series of non-market "other" transactions involving Class D Common Stock and Common Units on April 1, 2026, tied to the closing of previously agreed mergers.
Under the Merger Agreement, OneStream became a subsidiary of Parent after two merger steps, and immediately before the effective time each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 in cash per share, before taxes. Common Units, each linked to an equal number of Class C shares, were also cancelled and converted into cash equal to the same per share price, while each corresponding Class C share received $0.0001 in cash.
The filing attributes the securities to various KKR entities, including KKR Dream Holdings LLC, several KKR Americas XII and NGT blocker and fund vehicles, and other KKR-managed funds, and states that each reporting person disclaims beneficial ownership beyond its pecuniary interest.
OneStream, Inc. insiders affiliated with KKR reported a series of non-market restructuring transactions tied to the closing of a merger completed on April 1, 2026. Under an Agreement and Plan of Merger, OneStream and certain subsidiaries were merged into entities controlled by a parent company, and OneStream became a subsidiary of that parent.
Immediately before the merger’s effective time, each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 per share in cash, less applicable withholding taxes. Each Common Unit, representing a unit of OneStream Software LLC and an equal number of Class C Common Stock, was cancelled and converted into cash equal to the same per share price, while each corresponding Class C share was cancelled for $0.0001 in cash.
The filing aggregates 94,520,232 derivative securities across multiple KKR-related entities that were affected by these "J"-code “other” transactions. The reporting persons state that the securities were held through various KKR funds and vehicles and that each reporting person disclaims beneficial ownership beyond its economic interest.
OneStream, Inc. reported a series of restructuring transactions tied to its merger with Onward AcquireCo Inc. and related entities. On April 1, 2026, merger subsidiaries combined with OneStream and its operating LLC, leaving OneStream as a subsidiary of the new parent company.
Immediately before the merger’s effective time, each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 in cash per share, less applicable withholding taxes. Each Common Unit, which paired an LLC unit with a share of Class C Common Stock, was cancelled and converted into cash equal to the same per share price, while each related Class C share received $0.0001 in cash.
The filing covers internal reorganization transactions coded as “J” for other acquisition or disposition, totaling 94,520,232 derivative-type securities. The positions shown are held indirectly through various KKR-related investment vehicles, and the reporting persons disclaim beneficial ownership beyond any pecuniary interest.
KKR-affiliated reporting persons recorded entity restructuring transactions tied to OneStream, Inc.’s cash merger. The Form 4 shows that a total of 94,520,232 derivative securities, including Class D Common Stock and Common Units, were affected in connection with the closing.
Under the merger agreement, each share of Class D Common Stock was cancelled and converted into the right to receive $24.00 per share in cash, less applicable withholding taxes. Each Common Unit was cancelled and converted into the right to receive the same per share cash amount, while its corresponding share of Class C Common Stock was converted into the right to receive $0.0001 in cash. The reporting persons state that these securities were held through various KKR-related entities and they each disclaim beneficial ownership except to the extent of their pecuniary interest.
OneStream, Inc. completed a merger under a January 6, 2026 Agreement and Plan of Merger, after which it became a subsidiary of Parent and a privately held company. At the Effective Time, each share of Class A Common Stock was cancelled and converted into the right to receive $24.00 per share in cash, less applicable taxes.
CEO Thomas Anthony Shea’s Common Units, Class D Common Stock, stock options and RSUs were all coded as dispositions to the issuer in connection with this transaction, not open‑market trades. Units and Class C shares were cancelled for cash (including $0.0001 per Class C share), Class D shares were reinvested into equity in the entity that controls Parent, and vested options were cashed out based on the excess of the $24.00 Per Share Price over their exercise prices. Unvested RSUs and options were converted into cash-settled awards that keep their vesting terms, with any unpaid amounts accelerating and paying no later than March 15, 2027 if employment ends other than for cause.
OneStream, Inc. director Kara Wilson reported the cancellation of all her equity interests in connection with a merger completed on April 1, 2026. She disposed of 293,411 Common Units, 7,130 shares of Class A Common Stock (from RSUs), and stock options covering 184,913 shares.
Under the merger terms, each Common Unit and RSU-linked Class A share was converted into a cash right based on a $24.00 Per Share Price, less taxes. Her stock options with exercise prices of $16.40 and $20.00 per share were cancelled in exchange for cash equal to the spread over the Per Share Price, also less taxes. Following these transactions, she no longer holds OneStream equity or related options.
OneStream, Inc. director Sridharan Baskar disposed of equity-based awards in connection with the company’s merger. He surrendered 21,609 shares of Class A Common Stock to the issuer, leaving him with no Class A shares reported after the transaction.
According to the merger terms, this position represented an equal number of restricted stock units. These RSUs fully vested immediately before the effective time of the mergers and were then cancelled and converted into the right to receive cash based on a per share price of $24.00, less applicable withholding taxes.
OneStream, Inc. CEO Thomas Anthony Shea reported a series of issuer dispositions tied to the closing of a merger. On April 1, 2026, OneStream completed mergers under a January 6, 2026 Agreement and Plan of Merger, after which OneStream became a subsidiary of Parent.
At the merger’s effective time, each share of Class A Common Stock was cancelled and converted into the right to receive $24.00 per share in cash. Common Units were cancelled for cash equal to the same per‑share price, and corresponding Class C shares received $0.0001 in cash. Class D Common Stock was cancelled and converted into the right to receive the same per‑share cash price, with those shares then reinvested into equity interests in an entity that controls the new parent company.
Unvested RSUs and stock options did not result in open‑market trades. Instead, they were cancelled and converted into contingent cash awards based on the $24.00 per‑share price, with existing vesting terms continuing after the mergers. Following these transactions, the filing shows no remaining reportable direct or derivative holdings in the issuer under this Form 4.
OneStream, Inc.’s Chief Accounting Officer Pamela McIntyre reported the cancellation and issuer disposition of multiple stock option grants and Class A Common Stock on April 1, 2026 in connection with a merger.
Under the merger agreement, each share of Class A Common Stock was converted into the right to receive $24.00 per share in cash, and both vested and unvested equity awards were canceled and converted into cash or contingent cash awards, leaving the reported option positions and common shares at zero following the transactions.