Craig Colby - 10 Mar 2025 Form 4 Insider Report for OneStream, Inc. (OS)

Role
President, 10%+ Owner
Signature
/s/ Holly Koczot, attorney-in-fact
Issuer symbol
OS
Transactions as of
10 Mar 2025
Transactions value $
$0
Form type
4
Filing time
12 Mar 2025, 17:18:08 UTC
Previous filing
17 Dec 2024
Next filing
26 Mar 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction OS Class A Common Stock Award $0 +219K $0.00 219K 10 Mar 2025 Direct F1
holding OS Class A Common Stock 168K 10 Mar 2025 See Footnote F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents an equal number of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the date it vests. The RSUs will vest as to 1/16th of the shares subject to the RSUs on each Quarterly Vesting Date (defined below) beginning on June 10, 2025, subject to the Reporting Person continuing to be a service provider through such date. "Quarterly Vesting Date" means March 10, June 10, September 10 and December 10 of each year.
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.

Remarks:

Since the date of the Reporting Person's last Form 4, the Reporting Person resigned as investment trustee of the 2023 Trust for Kelly and Katharine Colby and Their Descendants dated April 27, 2023. Accordingly, the Reporting Person no longer has investment control over, and therefore is not deemed to beneficially own, any the securities held by the 2023 Trust for Kelly and Katharine Colby and Their Descendants dated April 27, 2023.