STOCK TITAN

OneStream (OS) CEO reports 13,805-share tax withholding on RSUs

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

OneStream, Inc. reported an insider equity transaction by its CEO, President and director, who is also a 10% owner. On 12/10/2025, 13,805 shares of Class A common stock were withheld by the company at a price of $18.38 per share to cover the insider’s tax obligations arising from the net settlement of restricted stock units, and this did not represent an open-market sale.

Following this tax withholding, the insider beneficially owns 469,244 shares of Class A common stock directly, and this amount includes unvested restricted stock units.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Shea Thomas Anthony

(Last) (First) (Middle)
C/O ONESTREAM, INC.
191 N. CHESTER STREET

(Street)
BIRMINGHAM MI 48009

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
OneStream, Inc. [ OS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director X 10% Owner
X Officer (give title below) Other (specify below)
CEO and President
3. Date of Earliest Transaction (Month/Day/Year)
12/10/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A Common Stock 12/10/2025 F 13,805(1) D $18.38 469,244(2) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents shares that have been withheld by the Issuer to satisfy the Reporting Person's tax withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person.
2. The shares reported include unvested restricted stock units.
/s/ Holly Koczot, attorney-in-fact 12/12/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did OneStream (OS) report in this filing?

The filing reports that a senior insider of OneStream, Inc. had shares of Class A common stock withheld by the company to satisfy tax obligations from the net settlement of restricted stock units.

How many OneStream (OS) shares were withheld for taxes in this transaction?

A total of 13,805 shares of OneStream Class A common stock were withheld on 12/10/2025 to cover the reporting person’s tax withholding and remittance obligations.

Did the OneStream (OS) insider sell shares in the open market?

No. The filing states that the 13,805 shares were withheld by the issuer to satisfy tax obligations related to restricted stock units and do not represent a sale by the reporting person.

What price per share was used for the OneStream (OS) tax withholding?

The shares withheld for tax purposes were valued at a price of $18.38 per share for the Class A common stock transaction on 12/10/2025.

How many OneStream (OS) shares does the insider own after this transaction?

After the reported withholding, the insider beneficially owns 469,244 shares of OneStream Class A common stock directly, and this figure includes unvested restricted stock units.

What roles does the reporting person hold at OneStream (OS)?

The reporting person is a Director, a 10% Owner, and serves as CEO and President of OneStream, Inc.

ONESTREAM INC

NASDAQ:OS

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Software - Infrastructure
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United States
BIRMINGHAM