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

Role
10%+ Owner
Signature
/s/ Eric Davidson
Stock symbol
OS
Transactions as of
Jul 24, 2024
Transactions value $
$0
Form type
3
Date filed
7/24/2024, 08:46 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 236K Jul 24, 2024 Eric M. Davidson Trust dated March 9, 2007 F1
holding OS Class A Common Stock 128K Jul 24, 2024 Paul J. Brent, Trustee of the John P. Davidson Irrevocable Trust dated December 31, 2019 F2
holding OS Class A Common Stock 128K Jul 24, 2024 Paul J. Brent, Trustee of the Molly K. Davidson Irrevocable Trust dated December 31, 2019 F2
holding OS Class A Common Stock 128K Jul 24, 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 Jul 24, 2024 Class A Common Stock 2.13M $0.00 Eric M. Davidson Trust dated March 9, 2007 F1, F3
holding OS Class D Common Stock Jul 24, 2024 Class A Common Stock 1.15M $0.00 Paul J. Brent, Trustee of the John P. Davidson Irrevocable Trust dated December 31, 2019 F2, F3
holding OS Class D Common Stock Jul 24, 2024 Class A Common Stock 1.15M $0.00 Paul J. Brent, Trustee of the Molly K. Davidson Irrevocable Trust dated December 31, 2019 F2, F3
holding OS Class D Common Stock Jul 24, 2024 Class A Common Stock 1.15M $0.00 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.