[144] OneStream, Inc. SEC Filing

Rhea-AI Filing Summary

OneStream, Inc. (OS) Form 144 filing reports a proposed sale of 30,000 Class A shares through Fidelity Brokerage Services with an aggregate market value of $600,000. The filing shows the shares were originally acquired as Pre-IPO shares on 05/31/2019 and paid for in cash. The issuer has 88,136,155 shares outstanding. The filing also discloses a prior sale by the same beneficial owner, the John E Kinzer Trust, of 30,000 Class A shares on 06/20/2025 that generated gross proceeds of $847,932.24. The filer certifies no undisclosed material adverse information.

Positive

• None.

Negative

• Notice of proposed sale by a beneficial holder of 30,000 Class A shares (Rule 144) which could add supply to the market

Insights

Securities Analyst

TL;DR: A beneficial holder is selling a modest block of pre-IPO Class A shares, previously acquired in 2019.

The proposed sale of 30,000 Class A shares for $600,000 is a routine disclosure under Rule 144 describing liquidity activity by a beneficial owner. The filing notes the shares were acquired pre-IPO and paid for in cash, which clarifies the holding basis. A prior sale of the same quantity on 06/20/2025 produced higher gross proceeds, indicating market price variance between transactions. This disclosure appears procedural rather than signaling a material change in company fundamentals.

Corporate Governance Expert

TL;DR: The filing documents insider-related selling activity and includes the required attestation about undisclosed material information.

The Form 144 includes the required representation that the seller is not aware of any undisclosed material adverse information and records broker and sale timing details. The presence of a trust as the selling party and a prior recent sale are governance-relevant facts for transparency. The filing does not disclose any related-party transactions, changes in control, or other governance events beyond the sale notice.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A	Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917	30000	600000.00	88136155	09/19/2025	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A	05/31/2019	Pre-IPO Shares	Issuer			30000	05/31/2019	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
John E Kinzer Trust 191 N. Chester Street Birmingham MI 48009	Class A	06/20/2025	30000	847932.24

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does OneStream (OS) Form 144 disclose about the proposed sale?

The filing discloses a proposed sale of 30,000 Class A shares via Fidelity Brokerage Services with an aggregate market value of $600,000 and an approximate sale date of 09/19/2025.

Who is the selling party in the OneStream (OS) Form 144 notice?

The filing indicates the selling beneficial owner is the John E Kinzer Trust, and the securities were originally acquired as pre-IPO shares on 05/31/2019.

Were any shares sold recently by the same seller before this Form 144?

Yes. The filing reports the John E Kinzer Trust sold 30,000 Class A shares on 06/20/2025 for gross proceeds of $847,932.24.

How many OneStream shares are outstanding according to the filing?

The filing lists 88,136,155 shares outstanding.

What assertion does the seller make in the Form 144 signature section?

The seller represents that they do not know any material adverse information about the issuer that has not been publicly disclosed.