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Filing Details

Accession Number:: 0001415889-25-018087
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2025-06-24 16:29:08
Reporting Period:: 2025-06-20

Filing Date:: 2025-06-24
Accepted Time:: 2025-06-24 16:29:08
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1889956	Onestream Inc.	OS	()	4

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1621078	John Kinzer	C/O Onestream, Inc. 191 N. Chester Street Birmingham MI 48009		No	No	No	No

Transaction Summary

Sold:	30,000 shares	Avg. Price: $28.26	Total Value: $847,827.00

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Acquisiton	2025-06-20	30,000	$0.00	30,000	No	4	C	Indirect	See Footnote
Class A Common Stock	Disposition	2025-06-20	28,900	$28.24	1,100	No	4	S	Indirect	See Footnote
Class A Common Stock	Disposition	2025-06-20	1,100	$28.81	0	No	4	S	Indirect	See Footnote

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	C	Indirect	See Footnote
No	4	S	Indirect	See Footnote
No	4	S	Indirect	See Footnote

Reported Derivative Transactions

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Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Class D Common Stock	Common Units	Disposition	2025-06-20	30,000	$0.00	30,000	$0.00
Class A Common Stock	Class D Common Stock	Acquisiton	2025-06-20	30,000	$0.00	30,000	$0.00
Class A Common Stock	Class D Common Stock	Disposition	2025-06-20	30,000	$0.00	30,000	$0.00

Remaning Holdings	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
330,997	No	4	C	Indirect
30,000	No	4	C	Indirect
0	No	4	C	Indirect

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	7,130	Direct

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 are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee.
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.
Represents the weighted average share price of an aggregate total of 28,900 shares sold in the price range of $27.75 to $28.74, 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.
Represents the weighted average share price of an aggregate total of 1,100 shares sold in the price range of $28.785 to $28.90, 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.
The shares reported include unvested restricted stock units.
On June 20, 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.
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.
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.