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OneStream (NYSE: OS) CRO reports 6,101 shares withheld for taxes on RSU settlement

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

Rhea-AI Filing Summary

OneStream, Inc.'s Chief Revenue Officer reported a tax-related share withholding connected to restricted stock units. On December 10, 2025, the company withheld 6,101 shares of Class A Common Stock at $18.38 per share to satisfy the officer's tax withholding and remittance obligations, and this does not represent a sale by the officer. After this transaction, the officer beneficially owns 990,961 Class A shares directly, including unvested restricted stock units, and 790,279 shares indirectly through the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, over which the officer may be deemed to have voting and dispositive power.

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*
Hohenstein Ken

(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)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Revenue Officer
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 6,101(1) D $18.38 990,961(2) D
Class A Common Stock 790,279 I See Footnote(3)
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.
3. Shares held by the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust (the "Hohenstein Purple Elephant Trust"). The Reporting Person may be deemed to have voting and dispositive power over the shares held by the Hohenstein Purple Elephant Trust.
/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) disclose for December 10, 2025?

OneStream disclosed that its Chief Revenue Officer had 6,101 shares of Class A Common Stock withheld by the company on December 10, 2025 to cover tax obligations related to restricted stock units.

How many OneStream (OS) shares were withheld and at what price?

The company withheld 6,101 Class A Common Stock shares from the executive at a price of $18.38 per share to satisfy tax withholding and remittance obligations.

How many OneStream (OS) shares does the Chief Revenue Officer own after this transaction?

Following the transaction, the Chief Revenue Officer beneficially owns 990,961 shares of OneStream Class A Common Stock directly, which include unvested restricted stock units.

What OneStream (OS) shares are indirectly owned by the reporting person?

The reporting person indirectly holds 790,279 OneStream Class A shares through the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, over which they may be deemed to have voting and dispositive power.

Did the reported OneStream (OS) transaction involve a market sale by the executive?

No. The report explains that the 6,101 shares were withheld by OneStream to satisfy the executive's tax obligations from restricted stock unit settlement and do not represent a sale by the reporting person.

What is the role of the reporting person in OneStream (OS)?

The reporting person is an officer of OneStream, serving as the company's Chief Revenue Officer, and is required to report equity transactions and holdings in the company.

ONESTREAM INC

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3.42B
88.79M
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Software - Infrastructure
Services-prepackaged Software
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United States
BIRMINGHAM