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.
- Accepted by SEC: 24 Jul 2024, 20:46.
Eric Davidson - 24 Jul 2024 Form 3 Insider Report for OneStream, Inc. (OS)
- Reporting relationship
- 10%+ Owner
- Issuer ticker
- OS
- Reported as of
- 24 Jul 2024
- Net transaction value
- $0
- SEC form
- 3
- Accepted by SEC
- 24 Jul 2024, 20:46:48 UTC
- Next SEC filing
- 29 Jul 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Eric Davidson
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Eric Davidson 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 non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
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
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
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
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Mr. Davidson has sole voting and dispositive power.
Footnote F2
Paul J. Brent has sole voting and investment power.
Footnote 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.