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