Key facts
- This page summarizes Craig Colby's Form 4 filing for OneStream, Inc. (OS).
- 7 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 13 May 2025, 16:27.
Craig Colby - 09 May 2025 Form 4 Insider Report for OneStream, Inc. (OS)
- Reporting relationship
- 10%+ Owner
- Issuer ticker
- OS
- Reported as of
- 09 May 2025
- Net transaction value
- -$3,940,026
- SEC form
- 4
- Accepted by SEC
- 13 May 2025, 16:27:42 UTC
- Prior SEC filing
- 26 Mar 2025
- Next SEC filing
- 12 Jun 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 13 May 2025.
Change
- Previous filing in this sequence was filed on 26 Mar 2025.
- Current net transaction value: -$3,940,026.
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.
Reporting Owners (1)
CIK 0002027404
Primary reporting owner
Colby Craig
- Relationship
- 10%+ Owner
- Address
- C/O ONESTREAM, INC., 191 N. CHESTER STREET, BIRMINGHAM
- Signature
- /s/ Holly Koczot, attorney-in-fact
- Signature date
- 13 May 2025
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
OS
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $2,384,205
- Shares
- +223,869
- Change %
- +102%
- Price
- $10.65
- Shares after
- 443,033
- Date
- 09 May 2025
- Ownership
- Direct
- Footnotes
- F1
OS
transaction
Class A Common Stock
Options Exercise
- Transaction value
- $814,461
- Shares
- +56,131
- Change %
- +13%
- Price
- $14.51
- Shares after
- 499,164
- Date
- 09 May 2025
- Ownership
- Direct
- Footnotes
- F1
OS
transaction
Class A Common Stock
Sale
- Transaction value
- $6,069,226
- Shares
- -239,040
- Change %
- -48%
- Price
- $25.39
- Shares after
- 260,124
- Date
- 09 May 2025
- Ownership
- Direct
- Footnotes
- F1, F2, F3
OS
transaction
Class A Common Stock
Sale
- Transaction value
- $1,069,466
- Shares
- -40,960
- Change %
- -16%
- Price
- $26.11
- Shares after
- 219,164
- Date
- 09 May 2025
- Ownership
- Direct
- Footnotes
- F1, F2, F4
OS
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 175,125
- Date
- 09 May 2025
- Ownership
- See Footnote
- Footnotes
- F5
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
OS
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -98,894
- Change %
- -58%
- Price
- $0.000000
- Shares after
- 71,023
- Date
- 09 May 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 98,894
- Exercise price
- $10.65
- Footnotes
- F6
OS
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -124,975
- Change %
- -34%
- Price
- $0.000000
- Shares after
- 243,778
- Date
- 09 May 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 124,975
- Exercise price
- $10.65
- Footnotes
- F7
OS
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -56,131
- Change %
- -16%
- Price
- $0.000000
- Shares after
- 297,259
- Date
- 09 May 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 56,131
- Exercise price
- $14.51
- Footnotes
- F8
* 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 8 footnotes
Footnote F1
The shares reported include unvested restricted stock units.
Footnote F2
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 13, 2024.
Footnote F3
Represents the weighted average share price of an aggregate total of 239,040 shares sold in the price range of $25.00 to $25.995, 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 F4
Represents the weighted average share price of an aggregate total of 40,960 shares sold in the price range of $26.00 to $26.24, 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
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 F6
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.
Footnote F7
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.
Footnote F8
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.