0001415889-24-020319.txt : 20240729 0001415889-24-020319.hdr.sgml : 20240729 20240729204645 ACCESSION NUMBER: 0001415889-24-020319 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240725 FILED AS OF DATE: 20240729 DATE AS OF CHANGE: 20240729 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Fugere Peter CENTRAL INDEX KEY: 0002031260 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-42187 FILM NUMBER: 241154171 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 4 1 form4-07302024_120741.xml X0508 4 2024-07-25 1 0001889956 OneStream, Inc. OS 0002031260 Fugere Peter C/O ONESTREAM, INC. 191 N. CHESTER STREET BIRMINGHAM MI 48009 false false true false 0 Class A Common Stock 2024-07-25 4 S 0 175831 18.85 D 0 D Class A Common Stock 2024-07-25 4 S 0 37699 18.85 D 0 I The Fugere Grantor Retained Annuity Trust 1 Class A Common Stock 2024-07-25 4 S 0 39584 18.85 D 0 I The Fugere Grantor Retained Annuity Trust 2 Common Units 0 2024-07-25 4 S 0 65217 18.85 D Class A Common Stock 65217 273696 I Fugere Holding LLC Mr. Fugere and Debra Silberstein serve together as the co-trustees for The Fugere Grantor Retained Annuity Trust 1 and The Fugere Grantor Retained Annuity Trust 2, each has shared voting and investment power over these shares. 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. The Common Units have no expiration date. Mr. Fugere has sole voting and investment power over the shares held by Fugere Holding LLC. /s/ Peter Fugere 2024-07-29