Craig Colby - Mar 10, 2025 Form 4 Insider Report for OneStream, Inc. (OS)

Role: President, 10%+ Owner
Signature: /s/ Holly Koczot, attorney-in-fact
Stock symbol: OS
Transactions as of: Mar 10, 2025
Transactions value $: $0
Form type: 4
Date filed: 3/12/2025, 05:18 PM
Previous filing: Dec 17, 2024
Next filing: Mar 26, 2025
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	OS	Class A Common Stock	Award	$0	+219K		$0.00	219K	Mar 10, 2025	Direct	F1
holding	OS	Class A Common Stock						168K	Mar 10, 2025	See Footnote	F2

Showing 1 to 2 of 2 entries

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	Represents an equal number of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the date it vests. The RSUs will vest as to 1/16th of the shares subject to the RSUs on each Quarterly Vesting Date (defined below) beginning on June 10, 2025, subject to the Reporting Person continuing to be a service provider through such date. "Quarterly Vesting Date" means March 10, June 10, September 10 and December 10 of each year.
F2	The shares are held of record by CCICU Corp. CCICU Corp. is a subchapter S corporation of which the Reporting Person is the sole owner and maintains control.

Content

Represents an equal number of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the date it vests. The RSUs will vest as to 1/16th of the shares subject to the RSUs on each Quarterly Vesting Date (defined below) beginning on June 10, 2025, subject to the Reporting Person continuing to be a service provider through such date. "Quarterly Vesting Date" means March 10, June 10, September 10 and December 10 of each year.

The shares are held of record by CCICU Corp. CCICU Corp. is a subchapter S corporation of which the Reporting Person is the sole owner and maintains control.

Remarks:

Since the date of the Reporting Person's last Form 4, the Reporting Person resigned as investment trustee of the 2023 Trust for Kelly and Katharine Colby and Their Descendants dated April 27, 2023. Accordingly, the Reporting Person no longer has investment control over, and therefore is not deemed to beneficially own, any the securities held by the 2023 Trust for Kelly and Katharine Colby and Their Descendants dated April 27, 2023.