| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Hohenstein Ken | Chief Revenue Officer | C/O ONESTREAM, INC., 191 N. CHESTER STREET, BIRMINGHAM | /s/ Holly Koczot, as Attorney-in-Fact | 06 May 2025 | 0002031265 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | OS | Class A Common Stock | 1,009,443 | 01 May 2025 | Direct | F1, F2 | |||||
| holding | OS | Class A Common Stock | 790,279 | 01 May 2025 | Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust | F3, F4 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | OS | Stock Option (right to buy) | 01 May 2025 | Class A Common Stock | 298,508 | $10.65 | Direct | F5 | ||||||
| holding | OS | Stock Option (right to buy) | 01 May 2025 | Class A Common Stock | 460,322 | $14.51 | Direct | F6 | ||||||
| holding | OS | Stock Option (right to buy) | 01 May 2025 | Class A Common Stock | 159,806 | $20.00 | Direct | F7 | ||||||
| holding | OS | Stock Option (right to buy) | 01 May 2025 | Class A Common Stock | 189,210 | $10.65 | Direct | F8 | ||||||
| holding | OS | Common Units | 01 May 2025 | Class D Common Stock | 464,002 | $0.000000 | CaitRyan LLC | F4, F9, F10 |
| Id | Content |
|---|---|
| F1 | The shares reported include unvested restricted stock units. |
| F2 | A portion of the shares reported were acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. |
| F3 | The shares reported were acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. |
| F4 | The Reporting Person may be deemed to have voting and dispositive power over the shares held by CaitRyan LLC and the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust. |
| 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 | One-fourth of the shares subject to the option vested on February 15, 2025, 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. |
| F7 | One-sixteenth of the shares subject to the option vested on 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. |
| F8 | One-fourth of the shares subject to the option vested on February 15, 2023, 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. |
| F9 | The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. |
| F10 | 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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. |