SCHEDULE: OneStream Insider Thomas Shea Boosts Stake to 16.3%

Thomas Anthony Shea, a key insider, has reported beneficial ownership of 16.3% of OneStream, Inc.'s Class A Common Stock.

Summary

• Thomas Anthony Shea beneficially owns an aggregate of 18,173,259 shares of OneStream, Inc. Class A Common Stock, representing 16.3% of the class.
• Mr. Shea holds sole voting and dispositive power over 5,897,454 shares.
• He shares voting and dispositive power over 12,275,805 shares.
• His sole ownership includes 325,232 Class D shares held by TSICU Corp., 3,894,049 Class D shares held directly, 57,617 Class A shares held directly, and 1,620,556 Class A shares from vested options exercisable within 60 days of December 31, 2025.
• Shared ownership includes 7,525,803 Class D shares held by the Shea Family Trust and 4,750,002 Class D shares held by the Thomas A. Shea 2020 Annuity Trust, both involving Mr. Shea's spouse as trustee or co-trustee.
• All Class D Common Stock is convertible into Class A Common Stock on a one-for-one basis.

Sentiment

Score: 8

Explanation: StockSavvy.ai views this filing positively due to the significant insider ownership (16.3%) by Thomas Anthony Shea, which typically indicates strong confidence in the company's future and aligns management's interests with those of other shareholders.

Positives

• A significant beneficial ownership stake of 16.3% by an insider like Thomas Anthony Shea indicates strong confidence in OneStream, Inc.'s long-term prospects and aligns management interests with shareholders.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that this Schedule 13G filing is a routine disclosure of beneficial ownership by a significant insider, Thomas Anthony Shea, in OneStream, Inc. It provides transparency regarding a substantial equity stake, which is generally viewed positively as it signals strong insider alignment with the company's performance, a common characteristic among successful technology and software companies.

Related Party Transactions

• 7,525,803 shares of Class D Common Stock are held by the Shea Family Trust dated December 25, 2019, where Mr. Shea's spouse serves as co-trustee.
• 4,750,002 shares of Class D Common Stock are held by the Thomas A. Shea 2020 Annuity Trust dated December 23, 2020, where Mr. Shea's spouse serves as trustee.

Stakeholder Impact

• Shareholders may view the significant insider ownership as a positive signal, suggesting strong commitment and belief in the company's value by a key individual.

Key Dates

Recommendation

The substantial beneficial ownership of 16.3% by Thomas Anthony Shea, a key insider, signals strong conviction in OneStream, Inc.'s long-term value and performance. Such a significant insider stake often precedes positive developments or reflects deep confidence in the company's strategic direction, making it an attractive signal for investors to consider a 'buy' position.

Keywords

OneStream Inc., Thomas Anthony Shea, Beneficial Ownership, SEC Filing, Schedule 13G, Insider Ownership, Class A Common Stock, Class D Common Stock, Equity Stake