4//SEC Filing
Fugere Peter 4
Accession 0001415889-24-020319
CIK 0001889956other
Filed
Jul 28, 8:00 PM ET
Accepted
Jul 29, 8:46 PM ET
Size
11.5 KB
Accession
0001415889-24-020319
Insider Transaction Report
Form 4
Fugere Peter
10% Owner
Transactions
- Sale
Class A Common Stock
2024-07-25$18.85/sh−175,831$3,314,414→ 0 total - Sale
Class A Common Stock
2024-07-25$18.85/sh−37,699$710,626→ 0 total(indirect: By Trust) - Sale
Class A Common Stock
2024-07-25$18.85/sh−39,584$746,158→ 0 total(indirect: By Trust) - Sale
Common Units
2024-07-25$18.85/sh−65,217$1,229,340→ 273,696 total(indirect: By LLC)Exercise: $0.00→ Class A Common Stock (65,217 underlying)
Footnotes (4)
- [F1]Mr. Fugere and Debra Silberstein serve together as the co-trustees for The Fugere Grantor Retained Annuity Trust 1 and The Fugere Grantor Retained Annuity Trust 2, each has shared voting and investment power over these shares.
- [F2]As described in the Issuer's prospectus dated July 23, 2024, filed with the Securities and Exchange Commission on July 24, 2024, the Issuer used a portion of the net proceeds from its initial public offering of Class A Common Stock to purchase Common Units of OneStream Software LLC held by certain of OneStream Software LLC's pre-IPO equityholders, including the Reporting Person, at a price of $18.85 per Common Unit. For every Common Unit sold, the Reporting Person also forfeited one share of the Issuer's Class C Common Stock, which was canceled for no consideration.
- [F3]The Common Units may be redeemed by the Reporting Person for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn 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 on the first trading day following the seventh anniversary of the Issuer's initial public offering. The Common Units have no expiration date.
- [F4]Mr. Fugere has sole voting and investment power over the shares held by Fugere Holding LLC.
Documents
Issuer
OneStream, Inc.
CIK 0001889956
Entity typeother
Related Parties
1- filerCIK 0002031260
Filing Metadata
- Form type
- 4
- Filed
- Jul 28, 8:00 PM ET
- Accepted
- Jul 29, 8:46 PM ET
- Size
- 11.5 KB