0001415889-24-020083.txt : 20240724
0001415889-24-020083.hdr.sgml : 20240724
20240724204416
ACCESSION NUMBER: 0001415889-24-020083
CONFORMED SUBMISSION TYPE: 3
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240724
FILED AS OF DATE: 20240724
DATE AS OF CHANGE: 20240724
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Shea Terrance
CENTRAL INDEX KEY: 0002031270
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-42187
FILM NUMBER: 241139462
MAIL ADDRESS:
STREET 1: 362 SOUTH STREET
CITY: ROCHESTER
STATE: MI
ZIP: 48307
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
1
form3-07252024_120712.xml
X0206
3
2024-07-24
0
0001889956
OneStream, Inc.
OS
0002031270
Shea Terrance
C/O ONESTREAM, INC.
191 N. CHESTER STREET
BIRMINGHAM
MI
48009
false
false
true
false
Class A Common Stock
484830
D
Stock Option (right to buy)
5.99
2031-03-02
Class A Common Stock
32143
D
Class D Common Stock
0
Class A Common Stock
1493660
D
Class D Common Stock
0
Class A Common Stock
418875
I
Terrance W. Shea Irrevocable Trust dated June 14, 2024
One-fourth of the shares subject to the option vested on March 1, 2022, and 1/48th of the shares subject to the option vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.
The Class D Common Stock is 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 our Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering.
Mr. Shea serves as the trustee of the Terrance W. Shea Irrevocable Trust dated June 14, 2024 and has sole voting and investment power over these shares.
/s/ Terrance Shea
2024-07-24