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Filing Details

Accession Number:: 0001415889-25-016983
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2025-06-12 16:54:43
Reporting Period:: 2025-06-10

Filing Date:: 2025-06-12
Accepted Time:: 2025-06-12 16:54:43
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
2027929	Anthony Thomas Shea	C/O Onestream, Inc. 191 N. Chester Street Birmingham MI 48009	Ceo And President	No	No	No	No

Transaction Summary

Sold:	9,913 shares	Avg. Price: $28.23	Total Value: $279,843.99
Number of Shares After Transactions:	496,854 shares

Reported Non-Derivative Transactions

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Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Acquisiton	2025-06-10	150	$0.00	506,767	No	4	C	Direct
Class A Common Stock	Disposition	2025-06-11	9,913	$28.23	496,854	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	C	Direct
No	4	S	Direct

Reported Derivative Transactions

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Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Class A Common Stock	Class D Common Stock	Disposition	2025-06-10	150	$0.00	150	$0.00

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
3,894,049			No	4	C	Direct

Reported Derivative Holdings

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Sec. Name	Sec. Type	Price	Date	Expiration Date	Amount	Remaning Holdings	Nature of Ownership
Class A Common Stock	Class D Common Stock	$0.00			4,750,002	4,750,002	Indirect
Class A Common Stock	Class D Common Stock	$0.00			7,525,803	7,525,803	Indirect

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
	4,750,002	4,750,002	Indirect
	7,525,803	7,525,803	Indirect

Footnotes

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.
The shares reported include unvested restricted stock units.
Represents the number of shares required to be sold to cover the statutory tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plan to require the satisfaction of statutory tax withholding obligations in connection with the vesting of restricted stock units to be funded by a "sell to cover" transaction and does not represent a discretionary sale by the Reporting Person.
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), provided that, with respect to the Reporting Person and his permitted transferees, conversion would be deferred for nine months following any such event, and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering.
On February 25, 2025, 340,736 shares of the Issuer's Class D Common Stock registered in the name of The Thomas A. Shea 2020 Annuity Trust dated December 23, 2020 (the "2020 Shea Annuity Trust") were transferred to the Reporting Person.
Shares held of record by the 2020 Shea Annuity Trust. The Reporting Person's spouse serves as the trustee for the 2020 Shea Annuity Trust. By virtue of his relationship, the Reporting Person may be deemed to share voting and dispositive power with respect to the shares held by the 2020 Shea Annuity Trust.
Shares held of record by the Shea Family Trust dated December 25, 2019 (the "2019 Shea Family Trust"). The Reporting Person's spouse serves as the co-trustee for the 2019 Shea Family Trust. By virtue of his relationship, the Reporting Person may be deemed to share voting and dispositive power with respect to the shares held by the 2019 Shea Family Trust.