Kara Wilson - 25 Nov 2024 Form 4 Insider Report for OneStream, Inc. (OS)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
27 Nov 2024, 17:51:23 UTC
Prior SEC filing
18 Nov 2024
Next SEC filing
22 May 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Holly Koczot, attorney-in-fact

Key filing fact

Kara Wilson filed Form 4 for OneStream, Inc. (OS) on 27 Nov 2024.

Key facts

  • This page summarizes Kara Wilson's Form 4 filing for OneStream, Inc. (OS).
  • 5 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 27 Nov 2024, 17:51.

Change

  • Previous filing in this sequence was filed on 18 Nov 2024.
  • Current net transaction value: -$178,560.

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

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
+5,760
Change %
Price
Shares after
5,760
Date
25 Nov 2024
Ownership
Direct
Footnotes
F1
OS transaction

Class A Common Stock

Sale

Transaction value
$178,560
Shares
-5,760
Change %
-100%
Price
$31.00
Shares after
0
Date
27 Nov 2024
Ownership
Direct
Footnotes
F2

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
-5,760
Change %
-1.9%
Price
$0.000000
Shares after
293,411
Date
25 Nov 2024
Ownership
Direct
Underlying class
Class D Common Stock
Underlying amount
5,760
Exercise price
Footnotes
F3, F4
OS transaction Derivative

Class D Common Stock

Conversion of derivative security

Transaction value
$0
Shares
+5,760
Change %
Price
$0.000000
Shares after
5,760
Date
25 Nov 2024
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
5,760
Exercise price
Footnotes
F3, F5
OS transaction Derivative

Class D Common Stock

Conversion of derivative security

Transaction value
$0
Shares
-5,760
Change %
-100%
Price
$0.000000
Shares after
0
Date
25 Nov 2024
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
5,760
Exercise price
Footnotes
F1, F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 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

As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering of Class A Common Stock (the "November 2024 Follow-On Offering"). In connection with the underwriters' exercise of their option to purchase additional shares of Class A Common Stock in the November 2024 Follow-On Offering, the holder sold an additional 5,760 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions.

Footnote F3

On November 25, 2024, the holder redeemed 5,760 Common Units of OneStream Software LLC, and 5,760 shares of the holder's Class C Common Stock were cancelled, in exchange for 5,760 shares of Class D Common Stock.

Footnote F4

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 F5

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.

We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .