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