Key facts
- This page summarizes John Kinzer's Form 3 filing for OneStream, Inc. (OS).
- 0 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 24 Jul 2024, 20:36.
John Kinzer - 24 Jul 2024 Form 3 Insider Report for OneStream, Inc. (OS)
- Reporting relationship
- Director
- Issuer ticker
- OS
- Reported as of
- 24 Jul 2024
- Net transaction value
- $0
- SEC form
- 3
- Accepted by SEC
- 24 Jul 2024, 20:36:53 UTC
- Next SEC filing
- 26 Jul 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Holly Koczot, attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
John Kinzer filed Form 3 for OneStream, Inc. (OS) on 24 Jul 2024.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 3 disclosures.
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
OS
holding
Derivative
Common Units
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 24 Jul 2024
- Ownership
- See footnote
- Underlying class
- Class D Common Stock
- Underlying amount
- 423,641
- Exercise price
- $0.000000
- Footnotes
- F1, F2
OS
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 24 Jul 2024
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 50,000
- Exercise price
- $10.65
- Footnotes
- F3
OS
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 24 Jul 2024
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 128,225
- Exercise price
- $20.00
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
The Common Units may be redeemed by the Reporting Person at any time on or following the closing of the Issuer's initial public offering for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn 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 on the first trading day following the seventh anniversary of the Issuer's initial public offering.
Footnote F2
The shares are held of record by the John E. Kinzer Trust. The Reporting Person has sole voting and dispositive power over the shares held by the John E. Kinzer Trust.
Footnote F3
One-fourth of the shares subject to the option vested on February 15, 2023, and 1/48th of the shares subject to the option shall vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.
Footnote F4
One-sixteenth of the shares subject to the option shall vest October 23, 2024, and one-sixteenth of the shares subject to the option shall vest every three months thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.