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