4//SEC Filing
Colby Craig 4
Accession 0001415889-25-009036
CIK 0001889956other
Filed
Mar 25, 8:00 PM ET
Accepted
Mar 26, 4:57 PM ET
Size
16.5 KB
Accession
0001415889-25-009036
Insider Transaction Report
Form 4
Colby Craig
President10% Owner
Transactions
- Conversion
Class A Common Stock
2025-03-24+7,304→ 175,125 total(indirect: See Footnote) - Conversion
Common Units
2025-03-24−7,304→ 0 total(indirect: See Footnote)→ Class D Common Stock (7,304 underlying) - Conversion
Class D Common Stock
2025-03-24+7,304→ 7,304 total(indirect: See Footnote)→ Class A Common Stock (7,304 underlying) - Conversion
Class D Common Stock
2025-03-24−7,304→ 0 total(indirect: See Footnote)→ Class A Common Stock (7,304 underlying)
Holdings
- 6,894,697
Class D Common Stock
→ Class A Common Stock (6,894,697 underlying) - 219,164
Class A Common Stock
- 1,675,503(indirect: See Footnote)
Class D Common Stock
→ Class A Common Stock (1,675,503 underlying)
Footnotes (7)
- [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 of record by CCICU Corp. CCICU Corp. is a subchapter S corporation of which the Reporting Person is the sole owner and maintains control.
- [F3]The shares reported include unvested restricted stock units.
- [F4]On March 24, 2025, the holder redeemed 7,304 Common Units of OneStream Software LLC, and 7,304 shares of the holder's Class C Common Stock were cancelled, in exchange for 7,304 shares of Class D Common Stock.
- [F5]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.
- [F6]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.
- [F7]The shares are held of record by the Trust for Jake A. Colby and Descendants dated December 28, 2019, of which the Reporting Person serves as the investment trustee.
Documents
Issuer
OneStream, Inc.
CIK 0001889956
Entity typeother
Related Parties
1- filerCIK 0002027404
Filing Metadata
- Form type
- 4
- Filed
- Mar 25, 8:00 PM ET
- Accepted
- Mar 26, 4:57 PM ET
- Size
- 16.5 KB