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OneStream (NYSE: OS) CAO sells 2,015 shares under 10b5-1 plan

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

Rhea-AI Filing Summary

OneStream, Inc. Chief Accounting Officer Pamela McIntyre reported recent transactions in Class A common stock. She sold 2,015 shares in an open-market trade at $23.68 per share on March 11, 2026, under a pre-arranged Rule 10b5-1 trading plan adopted on December 8, 2025. On March 10, 2026, 1,032 shares at $23.70 per share were withheld by the company solely to cover tax obligations from restricted stock unit settlement, which is not a market sale. After these transactions, she directly owns 55,800 shares, and this total 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).
X
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*
McIntyre Pamela

(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 Accounting Officer
3. Date of Earliest Transaction (Month/Day/Year)
03/10/2026
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 03/10/2026 F 1,032(1) D $23.7 57,815(2) D
Class A Common Stock 03/11/2026 S(3) 2,015 D $23.68 55,800(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.
3. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 8, 2025.
/s/ Holly Koczot, attorney-in-fact 03/12/2026
** 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 did OneStream (OS) executive Pamela McIntyre report in this Form 4?

Pamela McIntyre reported an open-market sale of 2,015 Class A common shares and a separate tax-related share withholding. The filing details prices, dates, and her remaining direct holdings, including unvested restricted stock units, providing a clear view of these equity changes.

How many OneStream (OS) shares did Pamela McIntyre sell and at what price?

She sold 2,015 shares of OneStream Class A common stock at $23.68 per share. This was an open-market transaction disclosed in the Form 4 and represents only a portion of her overall direct share position in the company.

Were all OneStream (OS) shares in Pamela McIntyre’s Form 4 actually sold?

No, only 2,015 shares were sold in the open market. An additional 1,032 shares were withheld by OneStream to satisfy tax obligations from restricted stock unit settlement and, per the filing, do not represent a sale by McIntyre.

What trading plan governed Pamela McIntyre’s OneStream (OS) share sale?

The sale of 2,015 OneStream shares was executed under a Rule 10b5-1 trading plan. The filing states this plan was adopted by Pamela McIntyre on December 8, 2025, indicating the transaction was pre-arranged rather than timed discretionarily.

How many OneStream (OS) shares does Pamela McIntyre hold after these transactions?

After the reported sale and tax withholding, Pamela McIntyre directly holds 55,800 shares of OneStream Class A common stock. The filing notes that this figure includes unvested restricted stock units in addition to already vested and outstanding shares.

What was the purpose of the 1,032 OneStream (OS) shares withheld in the Form 4?

The 1,032 withheld shares were used to satisfy Pamela McIntyre’s tax withholding and remittance obligations related to net settlement of restricted stock units. According to the filing, this is a tax-withholding disposition and does not constitute a market sale of shares.
ONESTREAM INC

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