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Sell4

OneStream, Inc.

OS

Total Value
$600.0K
Net $600.0K sold
Sales
$600.0K
1 transaction

Company Information

Company Name
OneStream, Inc.
Ticker Symbol
OS
CIK
0001889956

Insider Information

Role
Insider
Location
BIRMINGHAM, MI

Filing Details

Filing Date
Sep 22, 2025
Transaction Date
Sep 18, 2025
Accession Number
0001621078-25-000003
Form Type
4
Net Trading Amount
-$600.0K

Non-Derivative Transactions

DateSecuritySharesPriceTypeValue
Sep 18, 2025Class A Common Stock30,000C
Sep 19, 2025Class A Common Stock30,000$20.00Sale$600.0K

Derivative Transactions

DateSecuritySharesExercise PriceTypeValue
Sep 18, 2025Derivative30,000C
Sep 18, 2025Derivative30,000C
Sep 18, 2025Derivative30,000C

Footnotes

  1. (F1)The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis.
  2. (F2)The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee.
  3. (F3)The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024.
  4. (F4)The shares reported include unvested restricted stock units.
  5. (F5)On September 18, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock.
  6. (F6)The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date.
  7. (F7)The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of Class A Common Stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering.

SEC Filing

View on SEC Daily

View the complete filing document on SEC Daily.