Pamela McIntyre - 01 Apr 2026 Form 4 Insider Report for OneStream, Inc. (OS)

Reporting relationship: Chief Accounting Officer
Issuer ticker: OS
Reported as of: 01 Apr 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 02 Apr 2026, 17:48:32 UTC
Prior SEC filing: 20 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ Holly Koczot, attorney-in-fact

Key filing fact

Pamela McIntyre filed Form 4 for OneStream, Inc. (OS) on 02 Apr 2026.

Key facts

This page summarizes Pamela McIntyre's Form 4 filing for OneStream, Inc. (OS).
11 reported transactions and 9 derivative rows are listed below.
Accepted by SEC: 02 Apr 2026, 17:48.

Change

Previous filing in this sequence was filed on 20 Mar 2026.
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 0002100927 Primary reporting owner

McIntyre Pamela

Relationship: Chief Accounting Officer
Address: C/O ONESTREAM, INC., 191 N. CHESTER STREET, BIRMINGHAM
Signature: /s/ Holly Koczot, attorney-in-fact
Signature date: 02 Apr 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

OS transaction

Class A Common Stock

Disposed to Issuer

Transaction value
Shares: -250
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Footnotes: F1, F2

OS transaction

Class A Common Stock

Disposed to Issuer

Transaction value
Shares: -100,550
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Footnotes: F1, F3

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

OS transaction Derivative

Stock Option (right to buy)

Disposed to Issuer

Transaction value
Shares: -11,463
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 11,463
Exercise price: $4.41
Footnotes: F1, F4

OS transaction Derivative

Stock Option (right to buy)

Disposed to Issuer

Transaction value
Shares: -31,800
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 31,800
Exercise price: $5.99
Footnotes: F1, F4

OS transaction Derivative

Stock Option (right to buy)

Disposed to Issuer

Transaction value
Shares: -43,044
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 43,044
Exercise price: $10.65
Footnotes: F1, F4

OS transaction Derivative

Stock Option (right to buy)

Disposed to Issuer

Transaction value
Shares: -42,395
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 42,395
Exercise price: $10.65
Footnotes: F1, F4

OS transaction Derivative

Stock Option (right to buy)

Disposed to Issuer

Transaction value
Shares: -12,605
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 12,605
Exercise price: $10.65
Footnotes: F1, F5

OS transaction Derivative

Stock Option (right to buy)

Disposed to Issuer

Transaction value
Shares: -23,125
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 23,125
Exercise price: $10.65
Footnotes: F1, F4

OS transaction Derivative

Stock Option (right to buy)

Disposed to Issuer

Transaction value
Shares: -6,875
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 6,875
Exercise price: $10.65
Footnotes: F1, F5

OS transaction Derivative

Stock Option (right to buy)

Disposed to Issuer

Transaction value
Shares: -39,070
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 39,070
Exercise price: $14.51
Footnotes: F1, F4

OS transaction Derivative

Stock Option (right to buy)

Disposed to Issuer

Transaction value
Shares: -35,930
Change %: -100%
Price
Shares after: 0
Date: 01 Apr 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 35,930
Exercise price: $14.51
Footnotes: F1, F5

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

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

Pamela McIntyre is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 5 footnotes

Footnote F1

Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent.

Footnote F2

Pursuant to the Merger Agreement, at the effective time of the Mergers (the "Effective Time"), each share of Issuer Class A Common Stock was canceled and converted into the right to receive $24.00 per share in cash (the "Per Share Price"), without interest, less applicable withholding taxes.

Footnote F3

Represents an equal number of restricted stock units ("RSUs"). At the Effective Time, each unvested RSU award was cancelled and converted into the contingent right to receive a cash award, without interest, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such RSU award, less applicable withholding taxes. The vesting terms and conditions applicable to the unvested RSU awards as of immediately prior to the Mergers will remain in effect following the Mergers.

Footnote F4

At the Effective Time, each vested option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes.

Footnote F5

At the Effective Time, each unvested option was cancelled and converted into the contingent right to receive a cash award, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. The vesting terms and conditions applicable to the unvested option as of immediately prior to the Mergers will remain in effect following the Mergers.