Terrance Shea - Jul 24, 2024 Form 3 Insider Report for OneStream, Inc. (OS)

Role
10%+ Owner
Signature
/s/ Terrance Shea
Stock symbol
OS
Transactions as of
Jul 24, 2024
Transactions value $
$0
Form type
3
Date filed
7/24/2024, 08:44 PM
Next filing
Jul 29, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding OS Class A Common Stock 485K Jul 24, 2024 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding OS Stock Option (right to buy) Jul 24, 2024 Class A Common Stock 32.1K $5.99 Direct F1
holding OS Class D Common Stock Jul 24, 2024 Class A Common Stock 1.49M $0.00 Direct F2
holding OS Class D Common Stock Jul 24, 2024 Class A Common Stock 419K $0.00 Terrance W. Shea Irrevocable Trust dated June 14, 2024 F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 One-fourth of the shares subject to the option vested on March 1, 2022, and 1/48th of the shares subject to the option vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.
F2 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 our Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering.
F3 Mr. Shea serves as the trustee of the Terrance W. Shea Irrevocable Trust dated June 14, 2024 and has sole voting and investment power over these shares.