John Kinzer - 19 Dec 2025 Form 4 Insider Report for OneStream, Inc. (OS)

Signature
/s/ Holly Koczot, attorney-in-fact
Issuer symbol
OS
Transactions as of
19 Dec 2025
Net transactions value
$0
Form type
4
Filing time
23 Dec 2025, 16:12:10 UTC
Previous filing
04 Dec 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Kinzer John Director, Strategic Advisor C/O ONESTREAM, INC., 191 N. CHESTER STREET, BIRMINGHAM /s/ Holly Koczot, attorney-in-fact 23 Dec 2025 0001621078

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction OS Class A Common Stock Conversion of derivative security +30,000 30,000 19 Dec 2025 See Footnote F1, F2
holding OS Class A Common Stock 101,737 19 Dec 2025 Direct F3

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
transaction OS Common Units Conversion of derivative security $0 -30,000 -10% $0.000000 270,997 19 Dec 2025 Class D Common Stock 30,000 See Footnote F2, F4, F5
transaction OS Class D Common Stock Conversion of derivative security $0 +30,000 $0.000000 30,000 19 Dec 2025 Class A Common Stock 30,000 See Footnote F2, F4, F6
transaction OS Class D Common Stock Conversion of derivative security $0 -30,000 -100% $0.000000 0 19 Dec 2025 Class A Common Stock 30,000 See Footnote F1, F2, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.
F2 The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee.
F3 The shares reported include unvested restricted stock units.
F4 On December 19, 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.
F5 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.
F6 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.