4//SEC Filing
Kinzer John 4
Accession 0001415889-25-009035
CIK 0001889956other
Filed
Mar 25, 8:00 PM ET
Accepted
Mar 26, 4:55 PM ET
Size
12.7 KB
Accession
0001415889-25-009035
Insider Transaction Report
Form 4
Kinzer John
Director
Transactions
- Conversion
Common Units
2025-03-24−40,000→ 360,997 total(indirect: See footnote)→ Class D Common Stock (40,000 underlying) - Conversion
Class D Common Stock
2025-03-24+40,000→ 40,000 total(indirect: See Footnote)→ Class A Common Stock (40,000 underlying) - Conversion
Class A Common Stock
2025-03-24+40,000→ 40,000 total(indirect: See Footnote) - Conversion
Class D Common Stock
2025-03-24−40,000→ 0 total(indirect: See Footnote)→ Class A Common Stock (40,000 underlying)
Footnotes (5)
- [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.
- [F2]The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee.
- [F3]On March 24, 2025, the holder redeemed 40,000 Common Units of OneStream Software LLC, and 40,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 40,000 shares of Class D Common Stock.
- [F4]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.
- [F5]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.
Documents
Issuer
OneStream, Inc.
CIK 0001889956
Entity typeother
Related Parties
1- filerCIK 0001621078
Filing Metadata
- Form type
- 4
- Filed
- Mar 25, 8:00 PM ET
- Accepted
- Mar 26, 4:55 PM ET
- Size
- 12.7 KB