0001415889-24-020222.txt : 20240726 0001415889-24-020222.hdr.sgml : 20240726 20240726181153 ACCESSION NUMBER: 0001415889-24-020222 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240725 FILED AS OF DATE: 20240726 DATE AS OF CHANGE: 20240726 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: WILSON KARA CENTRAL INDEX KEY: 0001529006 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-42187 FILM NUMBER: 241148291 MAIL ADDRESS: STREET 1: C/O SUCCESSFACTORS, INC. STREET 2: 1500 FASHION ISLAND BLVD., SUITE 300 CITY: SAN MATEO STATE: CA ZIP: 94404 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: OneStream, Inc. CENTRAL INDEX KEY: 0001889956 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 362 SOUTH STREET CITY: ROCHESTER STATE: MI ZIP: 48307 BUSINESS PHONE: (415) 272-3117 MAIL ADDRESS: STREET 1: 362 SOUTH STREET CITY: ROCHESTER STATE: MI ZIP: 48307 4 1 form4-07262024_100750.xml X0508 4 2024-07-25 0001889956 OneStream, Inc. OS 0001529006 WILSON KARA C/O ONESTREAM, INC. 191 N. CHESTER STREET BIRMINGHAM MI 48009 true false false false 0 Common Units 0 2024-07-25 4 S 0 79823 18.85 D Class D Common Stock 79823 337568 D As described in the Issuer's prospectus dated July 23, 2024, filed with the Securities and Exchange Commission on July 24, 2024, the Issuer used a portion of the net proceeds from its initial public offering of Class A Common Stock to purchase Common Units of OneStream Software LLC held by certain of OneStream Software LLC's pre-IPO equityholders, including the Reporting Person, at a price of $18.85 per Common Unit. For every Common Unit sold, the Reporting Person also forfeited one share of the Issuer's Class C Common Stock, which was canceled for no consideration. The Common Units may be redeemed by the Reporting Person for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn 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 on the first trading day following the seventh anniversary of the Issuer's initial public offering. /s/ Holly Koczot, attorney-in-fact 2024-07-26