Shea Thomas Anthony 4

What Happened
Thomas A. Shea, identified as a 10% owner of OneStream, reported a series of gift/transfer transactions totaling 4,330,215 shares of Class D common stock on March 24–25, 2026. Each transaction was recorded as a gift (no consideration, $0) of derivative securities (Class D shares convertible 1:1 into Class A common stock). The filings reflect transfers among related trusts (the 2020 Shea Annuity Trust, the Shea Remainder Trust and the 2019 Shea Family Trust) and a prior small transfer (419,787 shares) to the reporting person on March 23, 2026.

Key Details

• Transaction type: Gifts/transfers of Class D common stock (derivative security), reported as $0 consideration.
• Transaction dates: March 24, 2026 and March 25, 2026 (filing date: March 26, 2026 — appears timely).
• Shares moved: 4,330,215 shares (total reported in the entries).
• Convertible: Class D shares convert 1:1 into Class A shares; conversion may occur automatically on certain transfers or events per the company charter.
• Beneficial ownership reporting: The filing notes shares are held by related trusts; the reporting person’s spouse serves as trustee/co‑trustee for those trusts, so Mr. Shea may be deemed to share voting and dispositive power over the shares.
• Shares owned after transaction: Not explicitly quantified in the provided summary (ownership is recorded across multiple trusts per footnotes).

Context

• These were gift/transfer transactions among related trusts — not open‑market purchases or sales — and therefore do not necessarily signal the insider’s market view.
• As a 10% owner (not a routine executive open‑market trade), movements reflect estate/trust planning and internal transfers.
• Because these are Class D convertible shares, a future conversion would produce Class A common stock on a 1:1 basis (some transfers can trigger automatic conversion).