Jonathan D. Mariner - Jul 24, 2024 Form 3/A Insider Report for OneStream, Inc. (OS)

Role
Director
Signature
/s/ Holly Koczot, attorney-in-fact
Stock symbol
OS
Transactions as of
Jul 24, 2024
Transactions value $
$0
Form type
3/A
Date filed
7/26/2024, 06:00 PM
Date Of Original Report
Jul 24, 2024
Previous filing
Jun 21, 2024
Next filing
Jul 26, 2024

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 Common Units Jul 24, 2024 Class D Common Stock 325K $0.00 Direct F1, F2
holding OS Common Units Jul 24, 2024 Class D Common Stock 46.1K $0.00 See footnote F1, F2, F3
holding OS Common Units Jul 24, 2024 Class D Common Stock 46.1K $0.00 See footnote F1, F2, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The Common Units may be redeemed by the Reporting Person for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn 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 Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering.
F2 The Form 3/A corrects the title of the underlying derivative security.
F3 The Common Units held of record by the Jonathan D. Mariner Revocable Trust, or the Mariner Revocable Trust, of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the Common Units held by the Mariner Revocable Trust.
F4 The Common Units held of record by the Mariner Family Equity Trust, of which the Reporting Person is trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the Common Units held by the Mariner Family Equity Trust.