John Kinzer - 20 Jun 2025 Form 4 Insider Report for OneStream, Inc. (OS)

Reporting relationship: Director
Issuer ticker: OS
Reported as of: 20 Jun 2025
Net transaction value: -$847,827
SEC form: 4
Accepted by SEC: 24 Jun 2025, 16:29:08 UTC
Prior SEC filing: 22 May 2025
Next SEC filing: 22 Sep 2025
Source filing: View source filing
Reporting owner signature: /s/ Holly Koczot, attorney-in-fact

Key filing fact

John Kinzer filed Form 4 for OneStream, Inc. (OS) on 24 Jun 2025.

Key facts

This page summarizes John Kinzer's Form 4 filing for OneStream, Inc. (OS).
6 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 24 Jun 2025, 16:29.

Change

Previous filing in this sequence was filed on 22 May 2025.
Current net transaction value: -$847,827.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001621078 Primary reporting owner

Kinzer John

Relationship: Director
Address: C/O ONESTREAM, INC., 191 N. CHESTER STREET, BIRMINGHAM
Signature: /s/ Holly Koczot, attorney-in-fact
Signature date: 24 Jun 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

OS transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares: +30,000
Change %
Price
Shares after: 30,000
Date: 20 Jun 2025
Ownership: See Footnote
Footnotes: F1, F2

OS transaction

Class A Common Stock

Sale

Transaction value: $816,136
Shares: -28,900
Change %: -96%
Price: $28.24
Shares after: 1,100
Date: 20 Jun 2025
Ownership: See Footnote
Footnotes: F2, F3, F4

OS transaction

Class A Common Stock

Sale

Transaction value: $31,691
Shares: -1,100
Change %: -100%
Price: $28.81
Shares after: 0
Date: 20 Jun 2025
Ownership: See Footnote
Footnotes: F2, F3, F5

OS holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 7,130
Date: 20 Jun 2025
Ownership: Direct
Footnotes: F6

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

OS transaction Derivative

Common Units

Conversion of derivative security

Transaction value: $0
Shares: -30,000
Change %: -8.3%
Price: $0.000000
Shares after: 330,997
Date: 20 Jun 2025
Ownership: See Footnote
Underlying class: Class D Common Stock
Underlying amount: 30,000
Exercise price
Footnotes: F2, F7, F8

OS transaction Derivative

Class D Common Stock

Conversion of derivative security

Transaction value: $0
Shares: +30,000
Change %
Price: $0.000000
Shares after: 30,000
Date: 20 Jun 2025
Ownership: See Footnote
Underlying class: Class A Common Stock
Underlying amount: 30,000
Exercise price
Footnotes: F2, F7, F9

OS transaction Derivative

Class D Common Stock

Conversion of derivative security

Transaction value: $0
Shares: -30,000
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 20 Jun 2025
Ownership: See Footnote
Underlying class: Class A Common Stock
Underlying amount: 30,000
Exercise price
Footnotes: F1, F2, F9

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 9 footnotes

Footnote F1

The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis.

Footnote F2

The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee.

Footnote F3

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024.

Footnote F4

Represents the weighted average share price of an aggregate total of 28,900 shares sold in the price range of $27.75 to $28.74, inclusive, by the holder. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4.

Footnote F5

Represents the weighted average share price of an aggregate total of 1,100 shares sold in the price range of $28.785 to $28.90, inclusive, by the holder. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4.

Footnote F6

The shares reported include unvested restricted stock units.

Footnote F7

On June 20, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock.

Footnote F8

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.

Footnote F9

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.