0001415889-24-020214.txt : 20240726 0001415889-24-020214.hdr.sgml : 20240726 20240726180240 ACCESSION NUMBER: 0001415889-24-020214 CONFORMED SUBMISSION TYPE: 3/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240724 FILED AS OF DATE: 20240726 DATE AS OF CHANGE: 20240726 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Koefoed William A CENTRAL INDEX KEY: 0001642337 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 3/A SEC ACT: 1934 Act SEC FILE NUMBER: 001-42187 FILM NUMBER: 241148274 MAIL ADDRESS: STREET 1: 17901 CHENAL PARKWAY CITY: LITTLE ROCK STATE: AR ZIP: 72223 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 3/A 1 form3a-07262024_100735.xml X0206 3/A 2024-07-24 2024-07-24 0 0001889956 OneStream, Inc. OS 0001642337 Koefoed William A C/O ONESTREAM, INC. 191 N. CHESTER STREET BIRMINGHAM MI 48009 false true false false Chief Financial Officer Common Units 0 Class D Common Stock 1270924 I See footnote Common Units 0 Class D Common Stock 175125 I See footnote Stock Option (right to buy) 10.65 2033-03-05 Class A Common Stock 439450 D Stock Option (right to buy) 20 2034-07-22 Class A Common Stock 464792 D 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. The Form 3/A corrects the title of the underlying derivative security. Shares held of record by Blazing Elk Management I, Inc. Blazing Elk Management I, Inc. is a subchapter S corporation controlled by the Reporting Person who has sole voting and dispositive power over the shares held by it. Shares held of record by Blazing Elk Management II, Inc. Blazing Elk Management II, Inc. is a subchapter S corporation controlled by the Reporting Person who has sole voting and dispositive power over the shares held by it. 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. The Form 3/A corrects the number of underlying securities. One-sixteenth of the shares subject to the option shall vest October 23, 2024, and one-sixteenth of the shares subject to the option shall vest every three months thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date. /s/ Holly Koczot, attorney-in-fact 2024-07-26