Key facts
- This page summarizes Craig Colby's Form 4 filing for OneStream, Inc. (OS).
- 4 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 26 Mar 2025, 16:57.
Craig Colby - 24 Mar 2025 Form 4 Insider Report for OneStream, Inc. (OS)
- Reporting relationship
- President, 10%+ Owner
- Issuer ticker
- OS
- Reported as of
- 24 Mar 2025
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 26 Mar 2025, 16:57:07 UTC
- Prior SEC filing
- 12 Mar 2025
- Next SEC filing
- 13 May 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Holly Koczot, attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Craig Colby filed Form 4 for OneStream, Inc. (OS) on 26 Mar 2025.
Change
- Previous filing in this sequence was filed on 12 Mar 2025.
- Current net transaction value: $0.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
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
- +7,304
- Change %
- +4.4%
- Price
- Shares after
- 175,125
- Date
- 24 Mar 2025
- Ownership
- See Footnote
- Footnotes
- F1, F2
OS
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 219,164
- Date
- 24 Mar 2025
- Ownership
- Direct
- Footnotes
- F3
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
- -7,304
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 24 Mar 2025
- Ownership
- See Footnote
- Underlying class
- Class D Common Stock
- Underlying amount
- 7,304
- Exercise price
- Footnotes
- F2, F4, F5
OS
transaction
Derivative
Class D Common Stock
Conversion of derivative security
- Transaction value
- $0
- Shares
- +7,304
- Change %
- Price
- $0.000000
- Shares after
- 7,304
- Date
- 24 Mar 2025
- Ownership
- See Footnote
- Underlying class
- Class A Common Stock
- Underlying amount
- 7,304
- Exercise price
- Footnotes
- F2, F4, F6
OS
transaction
Derivative
Class D Common Stock
Conversion of derivative security
- Transaction value
- $0
- Shares
- -7,304
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 24 Mar 2025
- Ownership
- See Footnote
- Underlying class
- Class A Common Stock
- Underlying amount
- 7,304
- Exercise price
- Footnotes
- F1, F2, F6
OS
holding
Derivative
Class D Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 6,894,697
- Date
- 24 Mar 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 6,894,697
- Exercise price
- Footnotes
- F6
OS
holding
Derivative
Class D Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,675,503
- Date
- 24 Mar 2025
- Ownership
- See Footnote
- Underlying class
- Class A Common Stock
- Underlying amount
- 1,675,503
- Exercise price
- Footnotes
- F6, F7
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 7 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 of record by CCICU Corp. CCICU Corp. is a subchapter S corporation of which the Reporting Person is the sole owner and maintains control.
Footnote F3
The shares reported include unvested restricted stock units.
Footnote F4
On March 24, 2025, the holder redeemed 7,304 Common Units of OneStream Software LLC, and 7,304 shares of the holder's Class C Common Stock were cancelled, in exchange for 7,304 shares of Class D Common Stock.
Footnote 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.
Footnote 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.
Footnote F7
The shares are held of record by the Trust for Jake A. Colby and Descendants dated December 28, 2019, of which the Reporting Person serves as the investment trustee.