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Ouster, Inc.

For the period ended Dec 31, 2025. Filed Mar 2, 2026.

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About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2025 · Filed Mar 2, 2026

OUST$38.22-0.9%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

See the whole filing, with its images and exhibits
Contents

Item 15. Exhibits and Financial Statement Schedules

(a)(1) Financial Statements.

The consolidated financial statements of the Company are listed in the index under Part II, Item 8, of this Annual Report on Form 10-K.

(a)(2) Financial Statement Schedules.

All financial statement schedules for the Company have been included in the consolidated financial statements or the related footnotes, or are either inapplicable or not required.

(a)(3) Exhibits.

The following is a list of exhibits filed as part of this Annual Report on Form 10-K.

Exhibit Number · Description · Incorporated by Reference
Form · File No. · Exhibit · Filing Date · Filed/ Furnished herewith
3.1Certificate of Incorporation of Ouster, Inc.S-4 POS333-2516113.13/10/2021
3.2Certificate of Amendment to Certificate of Incorporation of Ouster, Inc.8-K001-394633.14/20/2023
3.3Second Amended and Restated Bylaws of Ouster, Inc. (effective as of April 18, 2024)8-K001-394633.14/22/2024
4.1Warrant Agreement, dated August 20, 2020, between Colonnade Acquisition Corp. and Continental Stock Transfer & Trust Company, as warrant agent8-K001-394634.18/25/2020
4.2Specimen Warrant Certificate of the RegistrantS-1333-2403784.28/4/2020
4.3Description of Securities*
4.4Warrant to Purchase Common Stock of Velodyne Lidar, Inc., by and between Velodyne Lidar, Inc. and Amazon.com NV Investment Holdings LLC, dated as of February 4, 20228-K001-387034.12/7/2022
10.1+Form of Indemnification Agreement and advancement agreement10-Q001-3946310.111/05/2025
10.2Amended and Restated Registration Rights Agreement, by and among Ouster, Inc. and the holders party thereto8-K001-3946310.23/15/2021
10.3+2021 Incentive Award Plan8-K001-3946310.33/15/2021
10.3(a)+Form of Stock Option Agreement under the 2021 Incentive Award Plan8-K001-3946310.5(a)3/15/2021
10.3(b)+Form of Restricted Stock Unit Agreement under the 2021 Incentive Award Plan8-K001-3946310.3(b)3/15/2021
10.3(c)+Form of Restricted Stock Grant Notice and Restricted Stock Agreement10-Q001-3946310.45/13/2024
10.4#Manufacturing Services Agreement, dated as of March 5, 2018, by and between Ouster, Inc. and Benchmark Electronics, Inc.S-4333-25161110.612/22/2020
10.5NNN Lease, dated September 1, 2017, by and between Ouster, Inc. and SIC-350 Treat, LLCS-4/A333-25161110.141/28/2021
10.5(a)First Amendment to NNN Lease, dated January 1, 2018, by and between Ouster, Inc. and SIC-350 Treat, LLCS-4/A333-25161110.14(a)1/28/2021
10.5(b)Second Amendment to NNN Lease, dated March 27, 2018, by and between Ouster, Inc. and SIC-350 Treat, LLCS-4/A333-25161110.14(b)1/28/2021
10.5(c)Third Amendment to NNN Lease, dated November 15, 2021, by and between Ouster, Inc. and SIC-350 Treat, LLC10-K001-3946310.6(c)2/28/2022
10.5(d)Fourth Amendment to NNN Lease, dated November 15, 2021, by and between Ouster, Inc. and SIC-350 Treat, LLC8-K001-3946310.6(d)12/19/2025
10.6+Third Amended and Restated Non-Employee Director Compensation Program10-Q001-3946310.35/13/2024
10.7+Sense Photonics, Inc. 2017 Equity Incentive Plan, as amendedS-8333-26057699.110/29/2021
10.8(a)+Form of Stock Option Agreement under the Sense Photonics, Inc. 2017 Equity Incentive Plan, as amended10-K001-3946310.9(a)2/28/2022
10.9+Ouster, Inc. Amended and Restated 2015 Stock PlanS-1333-25498710.94/2/2021
10.9(a)+Form of Stock Option Agreement under the Amended and Restated 2015 Stock PlanS-1333-25498710.9(a)4/2/2021
10.9(b)+Form of Early Exercise Stock Option Agreement under the Amended and Restated 2015 Stock PlanS-1333-25498710.9(b)4/2/2021
10.9(c)+Form of Restricted Stock Unit Agreement under the Amended and Restated 2015 Stock PlanS-1333-25498710.9(c)4/2/2021
10.10+Ouster, Inc. Amended and Restated 2022 Employee Stock Purchase PlanDEF14A001-39463Annex A4/25/2024
10.11At Market Issuance Sales Agreement, dated May 12, 2025, by and between the Company and Oppenheimer & Co. Inc.8-K01-394631.15/12/2025
10.12+Offer Letter, by and between Ouster, Inc. and Darien Spencer, dated July 25, 201710-Q001-3946310.211/8/2022
10.13+Executive Employment Agreement by and between Velodyne Lidar, Inc. and Mark Weinswig, dated May 3, 202210-Q001-3870310.111/9/2022
10.14+Velodyne Lidar, Inc. 2020 Equity Incentive Plan8-K001-3870310.210/5/2020
10.15+Form of Stock Option Agreement under the Velodyne Lidar, Inc. 2020 Equity Incentive Plan8-K001-3870310.510/5/2020
10.16+Form of Restricted Stock Unit Agreement under the Velodyne Lidar, Inc. 2020 Equity Incentive PlanS-8333-26974899.1(b)2/14/2023
10.17Transaction Agreement, by and between Velodyne Lidar, Inc. and Amazon.com, Inc., dated as of February 4, 20228-K001-3870310.12/7/2022
10.18Ouster, Inc. Executive Change in Control and Severance Plan, Effective November 4, 20248-K001-3946310.111/5/2024
10.19+Form of Participation Agreement for the Executive Change in Control and Severance Plan8-K001-3946310.211/5/2024
10.20+Offer Letter between Kenneth P. Gianella and the Company, dated April 25, 20258-K001-3946310.14/29/2025
19.1Insider Trading Compliance Policy*
21.1List of Subsidiaries*
23.1Consent of PricewaterhouseCoopers LLP*
31.1Certification of Chief Executive Officer pursuant to Rules 13a-14(a)/15d-14(a) under the Securities Exchange Act of 1934, as amended*
31.2Certification of Chief Financial Officer pursuant to Rules 13a-14(a)/15d-14(a) under the Securities Exchange Act of 1934, as amended*
32.1Certification of Chief Executive Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002**
32.2Certification of Chief Financial Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002**
97.1Policy for Recovery of Erroneously Awarded Compensation10-K001-3946397.13/28/2024
101.INSInline XBRL Instance Document - the instance document does not appear in the Interactive Data file because its XBRL tags are embedded within the Inline XBRL document.*
101.SCHInline XBRL Taxonomy Extension Schema Document*
101.CALInline XBRL Taxonomy Extension Calculation Linkbase Document*
101.DEFInline XBRL Taxonomy Extension Definition Linkbase Document*
101.LABInline XBRL Taxonomy Label Linkbase Document*
101.PREInline XBRL Taxonomy Extension Presentation Linkbase Document*
104Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)*
†The annexes, schedules, and certain exhibits to this Exhibit have been omitted pursuant to Item 601(a)(5) of Regulation S-K. The Registrant hereby agrees to furnish supplementally a copy of any omitted annex, schedule or exhibit to the SEC upon request.
#Certain portions of this exhibit (indicated by “[***]”) have been omitted pursuant to Regulation S-K, Item 601(b)(10).
*Filed herewith.
**Furnished herewith.
+Indicates a management contract or compensatory plan, contract or arrangement.
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.