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

Quoteable Key Fact

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

Quick Takeaways

  • 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.

What Changed

  • No earlier filing in this sequence is available for direct comparison.
  • Current net transaction value: $0.

Why This Matters

  • 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.

Source Evidence

Official SEC Source

Ownership activity is grounded in SEC Form 3 disclosures.

See Original Filing

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding OS Class A Common Stock 236,246 24 Jul 2024 Eric M. Davidson Trust dated March 9, 2007 F1
holding OS Class A Common Stock 127,618 24 Jul 2024 Paul J. Brent, Trustee of the John P. Davidson Irrevocable Trust dated December 31, 2019 F2
holding OS Class A Common Stock 127,618 24 Jul 2024 Paul J. Brent, Trustee of the Molly K. Davidson Irrevocable Trust dated December 31, 2019 F2
holding OS Class A Common Stock 127,618 24 Jul 2024 Paul J. Brent, Trustee of the Owen R. Davidson Irrevocable Trust dated December 31, 2019 F2

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 Class D Common Stock 24 Jul 2024 Class A Common Stock 2,126,214 $0.000000 Eric M. Davidson Trust dated March 9, 2007 F1, F3
holding OS Class D Common Stock 24 Jul 2024 Class A Common Stock 1,148,557 $0.000000 Paul J. Brent, Trustee of the John P. Davidson Irrevocable Trust dated December 31, 2019 F2, F3
holding OS Class D Common Stock 24 Jul 2024 Class A Common Stock 1,148,557 $0.000000 Paul J. Brent, Trustee of the Molly K. Davidson Irrevocable Trust dated December 31, 2019 F2, F3
holding OS Class D Common Stock 24 Jul 2024 Class A Common Stock 1,148,557 $0.000000 Paul J. Brent, Trustee of the Owen R. Davidson Irrevocable Trust dated December 31, 2019 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.
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