SCHEDULE 13G/A: Insider Ownership Update: Craig Colby Discloses Significant Stake in OneStream, Inc.

Craig Colby, a key individual, has disclosed a 10.9% beneficial ownership stake in OneStream, Inc., primarily through Class A and convertible Class D common stock.

Summary

• Craig Colby, the Reporting Person, beneficially owns 9,128,763 shares of OneStream, Inc. as of March 31, 2025.
• This ownership represents 10.9% of the company's Class A common stock, calculated based on 75,209,102 Class A shares outstanding, plus Class D shares beneficially owned by Mr. Colby (treated as converted) and vested options.
• Mr. Colby's beneficial ownership includes 175,125 shares of Class A Common Stock held by CCICU Corp., of which he is the sole owner and controller.
• He directly holds 6,894,697 shares of Class D Common Stock.
• An additional 1,675,503 shares of Class D Common Stock are held by the Trust for Jake A. Colby and Descendants, for which Mr. Colby serves as the investment trustee.
• Furthermore, 383,438 shares of Class A Common Stock are subject to options that were vested and exercisable within 60 days of March 31, 2025.
• Each share of Class D Common Stock is convertible into one share of Class A Common Stock at the holder's option, or automatically upon certain events such as transfer (with exceptions), death/incapacity, or the first trading day following the seventh anniversary of the Issuer's initial public offering.
• Mr. Colby holds sole voting and sole dispositive power over all 9,128,763 beneficially owned shares.

Sentiment

Score: 7

Explanation: The filing indicates a significant beneficial ownership stake by a key individual, which is generally viewed positively as it aligns management interests with shareholders. However, the document itself is a factual ownership disclosure and does not contain performance or operational updates.

Positives

• The filing indicates a significant beneficial ownership stake of 10.9% by Craig Colby, a key individual, which generally signals strong alignment of interests between management and shareholders.
• Mr. Colby maintains sole voting and dispositive power over his substantial shareholding, suggesting direct influence and control over his investment in the company.

Risks

• No specific risks related to company operations or financial health are disclosed in this ownership filing, as Schedule 13G primarily focuses on beneficial ownership.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

• Craig Colby's beneficial ownership includes shares held through CCICU Corp., an entity of which he is the sole owner and controller.
• Shares are also held through the Trust for Jake A. Colby and Descendants, for which Mr. Colby serves as the investment trustee.

Stakeholder Impact

• Shareholders may view the significant insider ownership as a positive signal, potentially increasing confidence due to the alignment of interests.
• No direct impact on employees, customers, suppliers, or creditors is indicated by this ownership disclosure.

Key Dates

Keywords

OneStream, Craig Colby, Schedule 13G, beneficial ownership, Class A common stock, Class D common stock, insider ownership, SEC filing