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[Form 4] OneStream, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

OneStream, Inc. (OS) director Sridharan Baskar received 21,609 restricted stock units (RSUs) on 10/03/2025 as a non-cash award. The RSUs are contingent rights to receive one share of Class A common stock each upon vesting and carry a grant date value of $0 in this filing because no cash price was paid.

Vesting is time-based: one-third of the RSUs vest on each anniversary of 10/03/2025, contingent on the reporting person continuing to serve as an Outside Director under the company policy. After the grant, the reporting person beneficially owns 21,609 Class A shares (or share equivalents) as reported.

Positive
  • Grant uses time-based RSUs, which align director interests with long-term shareholders.
  • Vesting schedule is explicit: one-third vests annually beginning 10/03/2025.
Negative
  • The filing does not disclose the total outstanding Class A shares, so potential dilution impact is unclear.
  • The RSUs require continued service as an Outside Director for vesting, which may lapse if the director leaves before vesting dates.

Insights

Director received time‑based RSUs with standard annual vesting.

The award aligns non-employee director compensation with shareholder interests by delivering equity that vests over three years starting on 10/03/2025. Such grants are commonly used to retain outside directors and tie pay to long‑term ownership rather than immediate cash.

Key dependencies include continued service as an Outside Director through each vesting date; the effective dilution and governance impact should be assessed against total outstanding Class A shares if that data is available.

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*
Sridharan Baskar

(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 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
10/03/2025
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 10/03/2025 A 21,609(1) A $0 21,609 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 an equal number of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock on the date it vests. One-third (1/3rd) of the shares subject to the RSUs shall vest on each anniversary following October 3, 2025, subject to the Reporting Person continuing to serve as an Outside Director (as defined in the Issuer's Outside Director Compensation Policy) through each applicable vesting date.
/s/ Holly Koczot, attorney-in-fact 10/07/2025
** 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 did OneStream (OS) disclose in this Form 4 for Sridharan Baskar?

The filing reports receipt of 21,609 restricted stock units (RSUs) on 10/03/2025, with one-third vesting each year following that date.

When do the RSUs granted to Sridharan Baskar vest?

Vesting occurs in three equal installments: one-third on each anniversary of 10/03/2025, contingent on continued service as an Outside Director.

Did the reporting person pay for the shares reported on the Form 4?

No cash price was reported; the transaction is listed with a price of $0, reflecting an RSU grant rather than a purchase.

How many shares does Sridharan Baskar beneficially own after the transaction?

The filing lists 21,609 Class A shares (or share equivalents) beneficially owned following the reported grant.

Is continued service required for the RSUs to vest?

Yes. Vesting is contingent on the reporting person continuing to serve as an Outside Director through each applicable vesting date.
ONESTREAM INC

NASDAQ:OS

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3.65B
88.86M
1.83%
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3.3%
Software - Infrastructure
Services-prepackaged Software
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United States
BIRMINGHAM