Form 4: OneStream Director Converts Equity to Class A Shares

OneStream Director John Kinzer converted 30,000 Class D Common Stock shares into Class A Common Stock, following a redemption of Common Units, as part of a pre-planned transaction.

Summary

• John Kinzer, a Director and Strategic Advisor of OneStream, Inc., reported a series of beneficial ownership changes scheduled for December 19, 2025.
• The transaction involves the redemption of 30,000 Common Units of OneStream Software LLC, which resulted in the cancellation of 30,000 shares of Class C Common Stock and the acquisition of 30,000 shares of Class D Common Stock.
• Subsequently, 30,000 shares of Class D Common Stock were converted into 30,000 shares of Class A Common Stock.
• All these transactions are held indirectly through the John E. Kinzer Trust, where the reporting person is a trustee.
• Following these transactions, the reporting person will beneficially own 30,000 shares of Class A Common Stock indirectly, in addition to 101,737 directly held Class A Common Stock (including unvested restricted stock units), totaling 131,737 Class A shares.
• The reporting person will also beneficially own 270,997 Common Units indirectly and 0 Class D Common Stock indirectly after the conversion.

Sentiment

Score: 5

Explanation: The transaction represents a pre-planned conversion of equity interests by an insider, which is a structural change in ownership rather than an indicator of company performance or a market-driven event. It does not inherently convey strong positive or negative sentiment.

Positives

• The conversion of Common Units and Class D Common Stock into Class A Common Stock simplifies the ownership structure for the insider.
• Increased direct exposure to the publicly traded Class A Common Stock for the reporting person, potentially indicating confidence in the company's public equity.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding the company's financial performance or strategic direction, focusing solely on a planned insider equity transaction.

Industry Context

This insider transaction is a routine reporting requirement for changes in beneficial ownership and does not provide specific insights into broader industry trends or competitive landscape for OneStream, Inc.

Related Party Transactions

• The reported transactions involve John Kinzer, a Director and Strategic Advisor of OneStream, Inc., making it a related party transaction.

Stakeholder Impact

• Shareholders: Minimal direct impact on other shareholders, as this is a conversion of existing indirect equity into direct Class A shares by an insider, not a new issuance or significant sale.
• Reporting Person: Simplifies the reporting person's equity holdings and converts an indirect interest into a more liquid, publicly traded form.

Key Dates

Keywords

OneStream, OS, Form 4, insider transaction, beneficial ownership, stock conversion, John Kinzer, director, strategic advisor, Class A Common Stock, Class D Common Stock, Common Units, 10b5-1 plan