# EDGAR Filing Document

**Accession Number:** 0001621078
**File Stem:** 0001415889-25-018087
**Filing Date:** 2025-6
**Character Count:** 8849
**Document Hash:** df98013deee481bad286472e0fa84d14
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001415889-25-018087.hdr.sgml**: 20250624

**ACCESSION NUMBER**: 0001415889-25-018087

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250620

**FILED AS OF DATE**: 20250624

**DATE AS OF CHANGE**: 20250624

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Kinzer John
- **CENTRAL INDEX KEY:** 0001621078

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 251069582

**MAIL ADDRESS:**
- **STREET 1:** 25 FIRST STREET
- **STREET 2:** 2ND FLOOR
- **CITY:** CAMBRIDGE
- **STATE:** MA
- **ZIP:** 02141
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** OneStream, Inc.
- **CENTRAL INDEX KEY:** 0001889956
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-PREPACKAGED SOFTWARE [7372]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 873199478
- **FISCAL YEAR END:** 1231

**BUSINESS ADDRESS:**
- **STREET 1:** 191 N. CHESTER STREET
- **CITY:** BIRMINGHAM
- **STATE:** MI
- **ZIP:** 48009
- **BUSINESS PHONE:** (248) 650-1490

**MAIL ADDRESS:**
- **STREET 1:** 191 N. CHESTER STREET
- **CITY:** BIRMINGHAM
- **STATE:** MI
- **ZIP:** 48009

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

[x] Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Kinzer John<br><sub>(Last) (First) (Middle)</sub><br>C/O ONESTREAM, INC.<br>191 N. CHESTER STREET<br><sub>(Street)</sub><br>BIRMINGHAM, MI 48009<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-06-20 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] Director [ ] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| Class A Common Stock | 2025-06-20 |  | C<sup>(1)</sup> |  | 30000 | A | <sup>(1)</sup> | 30000 | I | See Footnote<sup>(2)</sup> |
| Class A Common Stock | 2025-06-20 |  | S<sup>(3)</sup> |  | 28900 | D | 28.24<sup>(4)</sup> | 1100 | I | See Footnote<sup>(2)</sup> |
| Class A Common Stock | 2025-06-20 |  | S<sup>(3)</sup> |  | 1100 | D | 28.81<sup>(5)</sup> | 0 | I | See Footnote<sup>(2)</sup> |
| Class A Common Stock |  |  |  |  |  |  |  | 7130<sup>(6)</sup> | D |  |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| Common Units | <sup>(7)</sup> | 2025-06-20 |  | C<sup>(7)</sup> |  |  | 30000 | <sup>(8)</sup> | <sup>(8)</sup> | Class D Common Stock | 30000 | $0 | 330997 | I | See Footnote<sup>(2)</sup> |
| Class D Common Stock | <sup>(7)</sup> | 2025-06-20 |  | C<sup>(7)</sup> |  | 30000 |  | <sup>(9)</sup> | <sup>(9)</sup> | Class A Common Stock | 30000 | $0 | 30000 | I | See Footnote<sup>(2)</sup> |
| Class D Common Stock | <sup>(1)</sup> | 2025-06-20 |  | C<sup>(1)</sup> |  |  | 30000 | <sup>(9)</sup> | <sup>(9)</sup> | Class A Common Stock | 30000 | $0 | 0 | I | See Footnote<sup>(2)</sup> |

---

### Footnotes:

(1) The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis.

(2) The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee.

(3) The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024.

(4) Represents the weighted average share price of an aggregate total of 28,900 shares sold in the price range of $27.75 to $28.74, inclusive, by the holder. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4.

(5) Represents the weighted average share price of an aggregate total of 1,100 shares sold in the price range of $28.785 to $28.90, inclusive, by the holder. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4.

(6) The shares reported include unvested restricted stock units.

(7) On June 20, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock.

(8) The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date.

(9) 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 Class A Common Stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering.

**Signature:** /s/ Holly Koczot, attorney-in-fact  
**Date:** 2025-06-24

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**