Filing Details

Accession Number:
0001415889-25-012780
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-05-13 16:27:42
Reporting Period:
2025-05-09
Filing Date:
2025-05-13
Accepted Time:
2025-05-13 16:27:42
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1889956 Onestream Inc. OS Services-Prepackaged Software (7372) 873199478
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
2027404 Craig Colby C/O Onestream, Inc.
191 N. Chester Street
Birmingham MI 48009
No No No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Class A Common Stock Acquisiton 2025-05-09 223,869 $10.65 443,033 No 4 M Direct
Class A Common Stock Acquisiton 2025-05-09 56,131 $14.51 499,164 No 4 M Direct
Class A Common Stock Disposition 2025-05-09 239,040 $25.39 260,124 No 4 S Direct
Class A Common Stock Disposition 2025-05-09 40,960 $26.11 219,164 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 M Direct
No 4 M Direct
No 4 S Direct
No 4 S Direct
Reported Derivative Transactions
Sec. Name Sec. Type Acquisiton - Disposition Date Amount Price Amount - 2 Price - 2
Class A Common Stock Stock Option (right to buy) Disposition 2025-05-09 98,894 $0.00 98,894 $10.65
Class A Common Stock Stock Option (right to buy) Disposition 2025-05-09 124,975 $0.00 124,975 $10.65
Class A Common Stock Stock Option (right to buy) Disposition 2025-05-09 56,131 $0.00 56,131 $14.51
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
71,023 2031-12-04 No 4 M Direct
243,778 2033-03-05 No 4 M Direct
297,259 2034-03-10 No 4 M Direct
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Class A Common Stock 175,125 Indirect See Footnote
Footnotes
  1. The shares reported include unvested restricted stock units.
  2. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 13, 2024.
  3. Represents the weighted average share price of an aggregate total of 239,040 shares sold in the price range of $25.00 to $25.995, inclusive, by the holder. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4.
  4. Represents the weighted average share price of an aggregate total of 40,960 shares sold in the price range of $26.00 to $26.24, inclusive, by the holder. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4.
  5. The shares are held of record by CCICU Corp. CCICU Corp. is a subchapter S corporation of which the Reporting Person is the sole owner and maintains control.
  6. One-fourth of the shares subject to the option vested on February 15, 2023, and 1/48th of the shares subject to the option shall vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.
  7. One-fourth of the shares subject to the option vested on February 15, 2024, and 1/48th of the shares subject to the option shall vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.
  8. One-fourth of the shares subject to the option vested on February 15, 2025, and 1/48th of the shares subject to the option shall vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.