0001415889-24-020081.txt : 20240724 0001415889-24-020081.hdr.sgml : 20240724 20240724204303 ACCESSION NUMBER: 0001415889-24-020081 CONFORMED SUBMISSION TYPE: 3 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240724 FILED AS OF DATE: 20240724 DATE AS OF CHANGE: 20240724 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Von Allmen John CENTRAL INDEX KEY: 0002031544 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 001-42187 FILM NUMBER: 241139460 MAIL ADDRESS: STREET 1: 362 SOUTH STREET CITY: ROCHESTER STATE: MI ZIP: 48307 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: OneStream, Inc. CENTRAL INDEX KEY: 0001889956 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 362 SOUTH STREET CITY: ROCHESTER STATE: MI ZIP: 48307 BUSINESS PHONE: (415) 272-3117 MAIL ADDRESS: STREET 1: 362 SOUTH STREET CITY: ROCHESTER STATE: MI ZIP: 48307 3 1 form3-07252024_120700.xml X0206 3 2024-07-24 0 0001889956 OneStream, Inc. OS 0002031544 Von Allmen John C/O ONESTREAM, INC. 191 N. CHESTER STREET BIRMINGHAM MI 48009 false false true false Class A Common Stock 36652 D Class A Common Stock 6982 I Von Allmen 2021 Irrevocable Trust Class A Common Stock 69813 I Von Allmen Family Trust dated December 27, 2019 Class A Common Stock 26180 I 2021 Von Allmen Family Trust Stock Option (right to buy) 5.99 2031-03-02 Class A Common Stock 32143 D Stock Option (right to buy) 14.51 2034-03-11 Class A Common Stock 20000 D Class D Common Stock 0 Class A Common Stock 696380 D Class D Common Stock 0 Class A Common Stock 497414 I 2021 Von Allmen Family Trust Class D Common Stock 0 Class A Common Stock 132643 I Von Allmen 2021 Irrevocable Trust Class D Common Stock 0 Class A Common Stock 1326439 I Von Allmen Family Trust dated December 27, 2019 Mr. Von Allmen has sole investment and voting power. Mr. Von Allmen, Elizabeth Von Allmen and The Trust Company of Oxford serve as the co-trustees for each of the Von Allmen Trusts. One-fourth of the shares subject to the option vested on March 1, 2022, and 1/48th of the shares subject to the option vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date. One-fourth of the shares subject to the option shall vest on February 15, 2025, and 1/48th of the shares subject to the option shall vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date. The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1:1 basis. Each outstanding share of Class D Common Stock will automatically convert into one share of our Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering. /s/ John Von Allmen 2024-07-24