| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| OneStream, Inc. | Director, Strategic Advisor | Common Units | 270,997 | $5,905,561 | $19.62 | 19 Dec 2025 | Indirect |
| OneStream, Inc. | Director, Strategic Advisor | Class A Common Stock | 101,737 | $2,040,844 | $20.06 | 19 Dec 2025 | Direct |
| OneStream, Inc. | Director, Strategic Advisor | Class A Common Stock | 30,000 | $601,800 | $20.06 | 19 Dec 2025 | Indirect |
| OneStream, Inc. | Director, Strategic Advisor | Class D Common Stock | 0 | $0 | $25.04 | 19 Dec 2025 | Indirect |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| OS | OneStream, Inc. | 19 Dec 2025 | 4 | $0 | 4 | Director, Strategic Advisor | 23 Dec 2025, 16:12 |
| OS | OneStream, Inc. | 02 Dec 2025 | 1 | $0 | 4 | Director, Strategic Advisor | 04 Dec 2025, 17:31 |
| OS | OneStream, Inc. | 18 Sep 2025 | 5 | -$600,000 | 4 | Director | 22 Sep 2025, 16:40 |
| OS | OneStream, Inc. | 20 Jun 2025 | 6 | -$847,827 | 4 | Director | 24 Jun 2025, 16:29 |
| OS | OneStream, Inc. | 21 May 2025 | 1 | $0 | 4 | Director | 22 May 2025, 19:57 |
| OS | OneStream, Inc. | 09 Apr 2025 | 1 | -$811,200 | 4 | Director | 10 Apr 2025, 18:22 |
| OS | OneStream, Inc. | 24 Mar 2025 | 4 | $0 | 4 | Director | 26 Mar 2025, 16:55 |
| OS | OneStream, Inc. | 25 Jul 2024 | 1 | -$426,839 | 4 | Director | 26 Jul 2024, 18:09 |
| OS | OneStream, Inc. | 24 Jul 2024 | 0 | $0 | 3 | Director | 24 Jul 2024, 20:36 |