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

Role: 10%+ Owner
Signature: /s/ Eric Davidson
Issuer symbol: OS
Transactions as of: 24 Jul 2024
Net transactions value: $0
Form type: 3
Filing time: 24 Jul 2024, 20:46:48 UTC
Next filing: 29 Jul 2024
SEC: View on sec.gov

Key filing fact

Eric Davidson filed Form 3 for OneStream, Inc. (OS) on 24 Jul 2024.

Key facts

This page summarizes Eric Davidson's Form 3 filing for OneStream, Inc. (OS).
0 reported transactions and 4 derivative rows are listed below.
Filing timestamp: 24 Jul 2024, 20:46.

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

Ownership activity is grounded in SEC Form 3 disclosures.

See Original Filing

Transactions Table

OS holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 236,246
Date: 24 Jul 2024
Ownership: Eric M. Davidson Trust dated March 9, 2007
Footnotes: F1

OS holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 127,618
Date: 24 Jul 2024
Ownership: Paul J. Brent, Trustee of the John P. Davidson Irrevocable Trust dated December 31, 2019
Footnotes: F2

OS holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 127,618
Date: 24 Jul 2024
Ownership: Paul J. Brent, Trustee of the Molly K. Davidson Irrevocable Trust dated December 31, 2019
Footnotes: F2

OS holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 127,618
Date: 24 Jul 2024
Ownership: Paul J. Brent, Trustee of the Owen R. Davidson Irrevocable Trust dated December 31, 2019
Footnotes: F2

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

OS holding Derivative

Class D Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date: 24 Jul 2024
Ownership: Eric M. Davidson Trust dated March 9, 2007
Underlying class: Class A Common Stock
Underlying amount: 2,126,214
Exercise price: $0.000000
Footnotes: F1, F3

OS holding Derivative

Class D Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date: 24 Jul 2024
Ownership: Paul J. Brent, Trustee of the John P. Davidson Irrevocable Trust dated December 31, 2019
Underlying class: Class A Common Stock
Underlying amount: 1,148,557
Exercise price: $0.000000
Footnotes: F2, F3

OS holding Derivative

Class D Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date: 24 Jul 2024
Ownership: Paul J. Brent, Trustee of the Molly K. Davidson Irrevocable Trust dated December 31, 2019
Underlying class: Class A Common Stock
Underlying amount: 1,148,557
Exercise price: $0.000000
Footnotes: F2, F3

OS holding Derivative

Class D Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date: 24 Jul 2024
Ownership: Paul J. Brent, Trustee of the Owen R. Davidson Irrevocable Trust dated December 31, 2019
Underlying class: Class A Common Stock
Underlying amount: 1,148,557
Exercise price: $0.000000
Footnotes: F2, F3

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	Mr. Davidson has sole voting and dispositive power.
F2	Paul J. Brent has sole voting and investment power.
F3	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.