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

Reporting relationship: Director, Strategic Advisor
Issuer ticker: OS
Reported as of: 19 Dec 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 23 Dec 2025, 16:12:10 UTC
Prior SEC filing: 04 Dec 2025
Next SEC filing: 02 Apr 2026
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 23 Dec 2025.

Key facts

This page summarizes John Kinzer's Form 4 filing for OneStream, Inc. (OS).
4 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 23 Dec 2025, 16:12.

Change

Previous filing in this sequence was filed on 04 Dec 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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001621078 Primary reporting owner

Kinzer John

Relationship: Director, Strategic Advisor
Address: C/O ONESTREAM, INC., 191 N. CHESTER STREET, BIRMINGHAM
Signature: /s/ Holly Koczot, attorney-in-fact
Signature date: 23 Dec 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: 19 Dec 2025
Ownership: See Footnote
Footnotes: F1, F2

OS holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 101,737
Date: 19 Dec 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: -30,000
Change %: -10%
Price: $0.000000
Shares after: 270,997
Date: 19 Dec 2025
Ownership: See Footnote
Underlying class: Class D Common Stock
Underlying amount: 30,000
Exercise price
Footnotes: F2, F4, F5

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: 19 Dec 2025
Ownership: See Footnote
Underlying class: Class A Common Stock
Underlying amount: 30,000
Exercise price
Footnotes: F2, F4, F6

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: 19 Dec 2025
Ownership: See Footnote
Underlying class: Class A Common Stock
Underlying amount: 30,000
Exercise price
Footnotes: F1, F2, F6

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 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 shares reported include unvested restricted stock units.

Footnote 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.

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.