Key facts
- This page summarizes John Kinzer's Form 4 filing for OneStream, Inc. (OS).
- 1 reported transaction and 1 derivative row are listed below.
- Accepted by SEC: 26 Jul 2024, 18:09.
John Kinzer - 25 Jul 2024 Form 4 Insider Report for OneStream, Inc. (OS)
- Reporting relationship
- Director
- Issuer ticker
- OS
- Reported as of
- 25 Jul 2024
- Net transaction value
- -$426,839
- SEC form
- 4
- Accepted by SEC
- 26 Jul 2024, 18:09:48 UTC
- Prior SEC filing
- 24 Jul 2024
- Next SEC filing
- 26 Mar 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Holly Koczot, attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
John Kinzer filed Form 4 for OneStream, Inc. (OS) on 26 Jul 2024.
Change
- Previous filing in this sequence was filed on 24 Jul 2024.
- Current net transaction value: -$426,839.
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
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
OS
transaction
Derivative
Common Units
Sale
- Transaction value
- $426,839
- Shares
- -22,644
- Change %
- -5.3%
- Price
- $18.85*
- Shares after
- 400,997
- Date
- 25 Jul 2024
- Ownership
- See footnote
- Underlying class
- Class D Common Stock
- Underlying amount
- 22,644
- Exercise price
- $0.000000
- Footnotes
- F1, 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
As described in the Issuer's prospectus dated July 23, 2024, filed with the Securities and Exchange Commission on July 24, 2024, the Issuer used a portion of the net proceeds from its initial public offering of Class A Common Stock to purchase Common Units of OneStream Software LLC held by certain of OneStream Software LLC's pre-IPO equityholders, including the Reporting Person, at a price of $18.85 per Common Unit. For every Common Unit sold, the Reporting Person also forfeited one share of the Issuer's Class C Common Stock, which was canceled for no consideration.
Footnote F2
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.
Footnote F3
The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee.