Form 4: OneStream Executive Craig Colby Reports Acquisition of Class A Common Stock and RSU Vesting

Craig Colby, a Director, 10% Owner, and President of OneStream, Inc., reported the acquisition of Class A Common Stock and vesting of Restricted Stock Units (RSUs) on March 10, 2025.

Summary

• On March 10, 2025, Craig Colby, a Director, 10% Owner, and President of OneStream, Inc., acquired 219,164 shares of Class A Common Stock.
• These shares were acquired through the vesting of restricted stock units (RSUs).
• Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the date it vests.
• The RSUs vest as to 1/16th of the shares on each Quarterly Vesting Date, beginning June 10, 2025, contingent upon continued service.
• Quarterly Vesting Dates are defined as March 10, June 10, September 10, and December 10 of each year.
• Colby also indirectly owns 167,821 shares of Class A Common Stock through CCICU Corp., a subchapter S corporation where he is the sole owner and maintains control.
• Colby resigned as investment trustee of the 2023 Trust for Kelly and Katharine Colby and Their Descendants dated April 27, 2023, and no longer has investment control over securities held by the trust.

Sentiment

Score: 7

Explanation: The sentiment is neutral to positive as it reflects standard executive compensation and alignment of interests. The executive is increasing their stake in the company.

Positives

• The acquisition of shares through RSU vesting aligns Colby's interests with the company's performance and shareholder value.

Future Outlook

The RSUs will continue to vest quarterly, contingent upon Colby's continued service with OneStream, Inc.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Stakeholder Impact

• The RSU vesting aligns management's interests with shareholders, potentially driving long-term value creation.

Key Dates