William A. Koefoed - Jul 24, 2024 Form 3/A Insider Report for OneStream, Inc. (OS)

Role: Chief Financial Officer
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, 06:02 PM
Date Of Original Report: Jul 24, 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	1.27M	$0.00	See footnote	F1, F2, F3
holding	OS	Common Units							Jul 24, 2024	Class D Common Stock	175K	$0.00	See footnote	F1, F2, F4
holding	OS	Stock Option (right to buy)							Jul 24, 2024	Class A Common Stock	439K	$10.65	Direct	F5, F6
holding	OS	Stock Option (right to buy)							Jul 24, 2024	Class A Common Stock	465K	$20.00	Direct	F6, F7

* 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	Shares held of record by Blazing Elk Management I, Inc. Blazing Elk Management I, Inc. is a subchapter S corporation controlled by the Reporting Person who has sole voting and dispositive power over the shares held by it.
F4	Shares held of record by Blazing Elk Management II, Inc. Blazing Elk Management II, Inc. is a subchapter S corporation controlled by the Reporting Person who has sole voting and dispositive power over the shares held by it.
F5	One-fourth of the shares subject to the option vested on February 15, 2024, and 1/48th of the shares subject to the option shall vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.
F6	The Form 3/A corrects the number of underlying securities.
F7	One-sixteenth of the shares subject to the option shall vest October 23, 2024, and one-sixteenth of the shares subject to the option shall vest every three months thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.