person · Reporting owner

MARINER JONATHAN D

Disclosed activity across 6 companies

Tapewire entity: 39414
SEC CIK: 0001063663

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
ENJOY TECHNOLOGY, INC./DEENJY · Entity 126222	Director · Chief Administrative Officer	June 10, 2022	June 14, 2022
Five9, Inc.FIVN · Entity 4346	Director	May 20, 2026	May 22, 2026
Rocket Companies, Inc.RKT · Entity 3094	Director	June 10, 2026	June 11, 2026
TYSON FOODS, INC.TSN · Entity 3273	Director	February 09, 2024	February 13, 2024
ULTIMATE SOFTWARE GROUP INCULTI · Entity 157828	Director	May 03, 2019	May 07, 2019

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

ENJOY TECHNOLOGY, INC./DE

Report date June 10, 2022 · Filed June 14, 2022

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	1,207,426	Reported balance After 2022-06-10 transaction · row 1 1 source row Row 1 · 2022-06-10 · Tax withholding · Disposed 19,492 · Balance 1,207,426 F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares withheld by the Issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units.

Five9, Inc.

Report date May 20, 2026 · Filed May 22, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	27,147	Reported balance After 2026-05-20 transaction · row 1 1 source row Row 1 · 2026-05-20 · Grant · Acquired 8,972 · Balance 27,147

Rocket Companies, Inc.

Report date June 10, 2026 · Filed June 11, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A common stockSEC Table I · non-derivative	Direct	102,300	Reported balance After 2026-06-10 transaction · row 1 1 source row Row 1 · 2026-06-10 · Grant · Acquired 16,312 · Balance 102,300 F1: Represents restricted stock units ("RSUs") granted to the filing person on June 10, 2026 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders.

Filing footnotes · ownership attribution and instrument terms

F1: Represents restricted stock units ("RSUs") granted to the filing person on June 10, 2026 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders.

TYSON FOODS, INC.

Report date February 09, 2024 · Filed February 13, 2024

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	14,704.826	Reported balance After 2024-02-09 transaction · row 1 Account or security details depend on footnotes; rows are not merged. 1 source row Row 1 · 2024-02-09 · Grant · Acquired 3,328.262 · Balance 14,704.826 F1: Represents a stock award of deferred shares of the Issuer's Class A Common Stock having a value of $175,000 granted upon their election or re-election as a director. Pursuant to the Deferred Stock Agreement for Directors, these shares shall be settled and paid 180 days after termination of the Reporting Person's service as a member of the Issuer's board of directors. F2: Includes 402.592 shares of the Issuer's Class A Common Stock received by the Reporting Person pursuant to the Issuer's dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership was filed by the Reporting Person. Such acquisitions are exempt from Section 16 concurrent reporting requirements pursuant to Rule 16a-11.

Filing footnotes · ownership attribution and instrument terms

F1: Represents a stock award of deferred shares of the Issuer's Class A Common Stock having a value of $175,000 granted upon their election or re-election as a director. Pursuant to the Deferred Stock Agreement for Directors, these shares shall be settled and paid 180 days after termination of the Reporting Person's service as a member of the Issuer's board of directors.

F2: Includes 402.592 shares of the Issuer's Class A Common Stock received by the Reporting Person pursuant to the Issuer's dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership was filed by the Reporting Person. Such acquisitions are exempt from Section 16 concurrent reporting requirements pursuant to Rule 16a-11.

ULTIMATE SOFTWARE GROUP INC

Report date May 03, 2019 · Filed May 07, 2019

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2019-05-03 transaction · row 1 1 source row Row 1 · 2019-05-03 · Disposition to issuer · Disposed 6,050 · Balance 0 F1: These shares were previously reported in Table I of Form 4 as restricted stock awards. Pursuant to the Merger Agreement (as defined below), at the Effective Time (as defined below), each outstanding restricted stock award became fully vested and was cancelled and converted into the right to receive the Merger Consideration (as defined below) without interest and subject to applicable withholding taxes. F2: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 3, 2019, by and among The Ultimate Software Group, Inc. (the "Company"), Unite Parent Corp. ("Parent") and Unite Merger Sub Corp. ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Form 8-K filed with the Securities and Exchange Commission (the "SEC") on February 4, 2019, pursuant to which the Company became an indirect wholly owned subsidiary of Parent (the "Merger") on May 3, 2019 (the "Effective Time"). At the Effective Time, each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $331.50 in cash (the "Merger Consideration") without interest and subject to applicable withholding taxes.

Filing footnotes · ownership attribution and instrument terms

F1: These shares were previously reported in Table I of Form 4 as restricted stock awards. Pursuant to the Merger Agreement (as defined below), at the Effective Time (as defined below), each outstanding restricted stock award became fully vested and was cancelled and converted into the right to receive the Merger Consideration (as defined below) without interest and subject to applicable withholding taxes.

F2: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 3, 2019, by and among The Ultimate Software Group, Inc. (the "Company"), Unite Parent Corp. ("Parent") and Unite Merger Sub Corp. ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Form 8-K filed with the Securities and Exchange Commission (the "SEC") on February 4, 2019, pursuant to which the Company became an indirect wholly owned subsidiary of Parent (the "Merger") on May 3, 2019 (the "Effective Time"). At the Effective Time, each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $331.50 in cash (the "Merger Consideration") without interest and subject to applicable withholding taxes.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

OneStream, Inc.

Report date April 01, 2026 · Filed April 02, 2026

Section 16 reporting ended · disclosed 2026-04-02. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	Reported balance After 2026-04-01 transaction · row 1 1 source row Row 1 · 2026-04-01 · Disposition to issuer · Disposed 7,130 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F2: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before the effective time of the Mergers (the "Effective Time"), each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the Effective Time (a "Director RSU Award") accelerated and became fully vested. At the Effective Time, each Director RSU Award was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) $24.00 (the "Per Share Price") multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, less applicable withholding taxes.
Common UnitsSEC Table II · derivative / convertible security	Direct	Reported balance After 2026-04-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2026-04-01 · Disposition to issuer · Disposed 206,949 · Balance 0 F3: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent.
Common UnitsSEC Table II · derivative / convertible security	IndirectSee Footnote	Reported balance After 2026-04-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2026-04-01 · Disposition to issuer · Disposed 40,051 · Balance 0 F3: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F4: Held by the Jonathan D. Mariner Revocable Trust, of which the Reporting Person is a trustee.
Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.40 · Expires 2034-06-20	Direct	Reported balance After 2026-04-01 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2026-04-01 · Disposition to issuer · Disposed 50,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F5: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes.
Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2034-07-22	Direct	Reported balance After 2026-04-01 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · 2026-04-01 · Disposition to issuer · Disposed 134,913 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F5: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent.

F2: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before the effective time of the Mergers (the "Effective Time"), each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the Effective Time (a "Director RSU Award") accelerated and became fully vested. At the Effective Time, each Director RSU Award was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) $24.00 (the "Per Share Price") multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, less applicable withholding taxes.

F3: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes.

F4: Held by the Jonathan D. Mariner Revocable Trust, of which the Reporting Person is a trustee.

F5: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes.

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
June 10, 2026 Filed Jun 11, 2026 20:09 UTC	Rocket Companies, Inc. RKT · Entity 3094	GrantClass A common stock	16,312	$0.00	$0.00	Disclosure SEC source: 0001805284-26-000076 · wk-form4_1781208565.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,300 F1 · shares: Represents restricted stock units ("RSUs") granted to the filing person on June 10, 2026 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders. Read SEC document
May 20, 2026 Filed May 22, 2026 21:47 UTC	Five9, Inc. FIVN · Entity 4346	GrantCommon Stock	8,972	$0.00	$0.00	Disclosure SEC source: 0001063663-26-000006 · wk-form4_1779486431.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,147 Read SEC document
April 01, 2026 Filed Apr 2, 2026 21:47 UTC	OneStream, Inc. OS · Entity 14762	Disposition to issuerStock Option (right to buy) · Derivative	134,913	Not disclosed Strike: $20.00	Not disclosed	Disclosure SEC source: 0001063663-26-000004 · form4-04022026_090414.xml · derivative · entry 5 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 134,913 shares Expires 2034-07-22 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F5 · price: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. F5 · derivative.exercise_date: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. Read SEC document
April 01, 2026 Filed Apr 2, 2026 21:47 UTC	OneStream, Inc. OS · Entity 14762	Disposition to issuerStock Option (right to buy) · Derivative	50,000	Not disclosed Strike: $16.40	Not disclosed	Disclosure SEC source: 0001063663-26-000004 · form4-04022026_090414.xml · derivative · entry 4 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 50,000 shares Expires 2034-06-20 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F5 · price: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. F5 · derivative.exercise_date: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. Read SEC document
April 01, 2026 Filed Apr 2, 2026 21:47 UTC	OneStream, Inc. OS · Entity 14762	Disposition to issuerCommon Units · Derivative	40,051	Not disclosed	Not disclosed	Disclosure SEC source: 0001063663-26-000004 · form4-04022026_090414.xml · derivative · entry 3 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class D Common Stock · 40,051 shares Expires not disclosed F3 · derivative.exercise_price: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F3 · price: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F3 · derivative.exercise_date: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F3 · derivative.expiration_date: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F4 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust, of which the Reporting Person is a trustee. Read SEC document
April 01, 2026 Filed Apr 2, 2026 21:47 UTC	OneStream, Inc. OS · Entity 14762	Disposition to issuerCommon Units · Derivative	206,949	Not disclosed	Not disclosed	Disclosure SEC source: 0001063663-26-000004 · form4-04022026_090414.xml · derivative · entry 2 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class D Common Stock · 206,949 shares Expires not disclosed F3 · derivative.exercise_price: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F3 · price: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F3 · derivative.exercise_date: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F3 · derivative.expiration_date: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. Read SEC document
April 01, 2026 Filed Apr 2, 2026 21:47 UTC	OneStream, Inc. OS · Entity 14762	Disposition to issuerClass A Common Stock	7,130	Not disclosed	Not disclosed	Disclosure SEC source: 0001063663-26-000004 · form4-04022026_090414.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F2 · price: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before the effective time of the Mergers (the "Effective Time"), each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the Effective Time (a "Director RSU Award") accelerated and became fully vested. At the Effective Time, each Director RSU Award was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) $24.00 (the "Per Share Price") multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, less applicable withholding taxes. Read SEC document
January 06, 2026 Filed Jan 8, 2026 21:22 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	5,541	$23.59	$130,712.19	Disclosure SEC source: 0001063663-26-000002 · form4-01082026_090108.xml · nonDerivative · entry 2 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,130 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 28, 2025. F4 · price: Represents the weighted average share price of an aggregate total of 5,541 shares sold in the price range of $23.555 to $23.635, inclusive, by the Reporting Person. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4. F3 · balance_after: The shares reported include unvested restricted stock units. Read SEC document
January 06, 2026 Filed Jan 8, 2026 21:22 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	2,415	$22.66	$54,723.90	Disclosure SEC source: 0001063663-26-000002 · form4-01082026_090108.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,671 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 28, 2025. F2 · price: Represents the weighted average share price of an aggregate total of 2,415 shares sold in the price range of $22.375 to $23.275, inclusive, by the Reporting Person. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4. F3 · balance_after: The shares reported include unvested restricted stock units. Read SEC document
December 02, 2025 Filed Dec 4, 2025 22:27 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	18,423	$20.90	$385,040.70	Disclosure SEC source: 0001063663-25-000004 · form4-12042025_101202.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,086 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 28, 2025. F2 · price: Represents the weighted average share price of an aggregate total of 18,423 shares sold in the price range of $20.675 to $21.26, inclusive, by the Reporting Person. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4. F3 · balance_after: The shares reported include unvested restricted stock units. Read SEC document
September 03, 2025 Filed Sep 4, 2025 22:23 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	141	$20.07	$2,829.87	Disclosure SEC source: 0001415889-25-023738 · form4-09042025_100909.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,509 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 28, 2025. F2 · price: Represents the weighted average share price of an aggregate total of 141 shares sold in the price range of $20.00 to $20.16, inclusive, by the Reporting Person. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4. F3 · balance_after: The shares reported include unvested restricted stock units. Read SEC document
August 04, 2025 Filed Aug 6, 2025 22:51 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	6,630	$23.53	$156,003.90	Disclosure SEC source: 0001415889-25-021203 · form4-08062025_100807.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,650 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 28, 2025. F2 · price: Represents the weighted average share price of an aggregate total of 6,630 shares sold in the price range of $23.095 to $23.79, inclusive, by the Reporting Person. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4. F3 · balance_after: The shares reported include unvested restricted stock units. Read SEC document
July 07, 2025 Filed Jul 9, 2025 20:17 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	6,630	$26.59	$176,291.70	Disclosure SEC source: 0001415889-25-019579 · form4-07092025_080758.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,280 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 28, 2025. F2 · price: Represents the weighted average share price of an aggregate total of 6,630 shares sold in the price range of $26.35 to $26.76, inclusive, by the Reporting Person. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4. F3 · balance_after: The shares reported include unvested restricted stock units. Read SEC document
June 11, 2025 Filed Jun 13, 2025 20:19 UTC	Rocket Companies, Inc. RKT · Entity 3094	GrantClass A common stock	15,704	$13.69	$214,987.76	Disclosure SEC source: 0001805284-25-000079 · wk-form4_1749845972.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,988 F1 · shares: Represents restricted stock units ("RSUs") granted to the filing person on June 11, 2025 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders. Read SEC document
June 02, 2025 Filed Jun 4, 2025 20:39 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	6,631	$27.90	$185,004.90	Disclosure SEC source: 0001415889-25-015603 · form4-06042025_080632.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,910 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 28, 2025. F2 · price: Represents the weighted average share price of an aggregate total of 6,631 shares sold in the price range of $27.54 to $28.08, inclusive, by the Reporting Person. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the issuer or any security holder of the issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote in this Form 4. F3 · balance_after: The shares reported include unvested restricted stock units. Read SEC document
May 21, 2025 Filed May 23, 2025 00:08 UTC	Five9, Inc. FIVN · Entity 4346	GrantCommon Stock	7,840	$0.00	$0.00	Disclosure SEC source: 0001288847-25-000141 · wk-form4_1747958893.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,175 Read SEC document
May 21, 2025 Filed May 23, 2025 00:02 UTC	OneStream, Inc. OS · Entity 14762	GrantClass A Common Stock	7,130	$0.00	$0.00	Disclosure SEC source: 0001415889-25-014313 · form4-05232025_120554.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,541 F1 · shares: 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. The RSUs will vest in full on the earlier of the one-year anniversary of the RSUs grant date or the day immediately prior to the date of the next annual meeting of the Issuer's stockholders that occurs after the RSUs grant date, subject to the Reporting Person continuing to be an Outside Director (as defined in the Issuer's Outside Director Compensation Policy) through such vesting date. Read SEC document
March 24, 2025 Filed Mar 26, 2025 20:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	46,411	$0.00	$0.00	Disclosure SEC source: 0001415889-25-009034 · form4-03262025_080342.xml · derivative · entry 4 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 46,411 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F4 · derivative.exercise_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 Class A Common Stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F4 · derivative.expiration_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 Class A Common Stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document
March 24, 2025 Filed Mar 26, 2025 20:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	46,411	$0.00	$0.00	Disclosure SEC source: 0001415889-25-009034 · form4-03262025_080342.xml · derivative · entry 3 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,411 Underlying: Class A Common Stock · 46,411 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: On March 24, 2025, the holder redeemed 46,411 Common Units of OneStream Software LLC, and 46,411 shares of the holder's Class C Common Stock were cancelled, in exchange for 46,411 shares of Class D Common Stock. F2 · kind: On March 24, 2025, the holder redeemed 46,411 Common Units of OneStream Software LLC, and 46,411 shares of the holder's Class C Common Stock were cancelled, in exchange for 46,411 shares of Class D Common Stock. F4 · derivative.exercise_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 Class A Common Stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F4 · derivative.expiration_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 Class A Common Stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document
March 24, 2025 Filed Mar 26, 2025 20:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionCommon Units · Derivative	46,411	$0.00	$0.00	Disclosure SEC source: 0001415889-25-009034 · form4-03262025_080342.xml · derivative · entry 2 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,949 Underlying: Class D Common Stock · 46,411 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: On March 24, 2025, the holder redeemed 46,411 Common Units of OneStream Software LLC, and 46,411 shares of the holder's Class C Common Stock were cancelled, in exchange for 46,411 shares of Class D Common Stock. F2 · kind: On March 24, 2025, the holder redeemed 46,411 Common Units of OneStream Software LLC, and 46,411 shares of the holder's Class C Common Stock were cancelled, in exchange for 46,411 shares of Class D Common Stock. F3 · derivative.exercise_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. F3 · derivative.expiration_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. Read SEC document
March 24, 2025 Filed Mar 26, 2025 20:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass A Common Stock	46,411	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-25-009034 · form4-03262025_080342.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,411 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. Read SEC document
November 27, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	787	$31.00	$24,397.00	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · nonDerivative · entry 4 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F4 · kind: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering of Class A Common Stock (the "November 2024 Follow-On Offering"). In connection with the underwriters' exercise of their option to purchase additional shares of Class A Common Stock in the November 2024 Follow-On Offering, the holder sold an additional 787 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. F4 · price: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering of Class A Common Stock (the "November 2024 Follow-On Offering"). In connection with the underwriters' exercise of their option to purchase additional shares of Class A Common Stock in the November 2024 Follow-On Offering, the holder sold an additional 787 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust Read SEC document
November 27, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	4,973	$31.00	$154,163.00	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · nonDerivative · entry 3 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · kind: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering of Class A Common Stock (the "November 2024 Follow-On Offering"). In connection with the underwriters' exercise of their option to purchase additional shares of Class A Common Stock in the November 2024 Follow-On Offering, the holder sold an additional 4,973 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. F3 · price: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering of Class A Common Stock (the "November 2024 Follow-On Offering"). In connection with the underwriters' exercise of their option to purchase additional shares of Class A Common Stock in the November 2024 Follow-On Offering, the holder sold an additional 4,973 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. Read SEC document
November 25, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	787	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · derivative · entry 10 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 787 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F7 · derivative.exercise_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F7 · derivative.expiration_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust Read SEC document
November 25, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	787	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · derivative · entry 9 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 787 Underlying: Class A Common Stock · 787 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: On November 25, 2024, the holder redeemed 787 Common Units, and 787 shares of the holder's Class C Common Stock were cancelled, in exchange for 787 shares of Class D Common Stock. F8 · kind: On November 25, 2024, the holder redeemed 787 Common Units, and 787 shares of the holder's Class C Common Stock were cancelled, in exchange for 787 shares of Class D Common Stock. F7 · derivative.exercise_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F7 · derivative.expiration_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust Read SEC document
November 25, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	ConversionCommon Units · Derivative	787	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · derivative · entry 8 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 40,051 Underlying: Class D Common Stock · 787 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: On November 25, 2024, the holder redeemed 787 Common Units, and 787 shares of the holder's Class C Common Stock were cancelled, in exchange for 787 shares of Class D Common Stock. F8 · kind: On November 25, 2024, the holder redeemed 787 Common Units, and 787 shares of the holder's Class C Common Stock were cancelled, in exchange for 787 shares of Class D Common Stock. F6 · derivative.exercise_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. F6 · derivative.expiration_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust Read SEC document
November 25, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	4,973	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · derivative · entry 7 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,973 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F7 · derivative.exercise_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F7 · derivative.expiration_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document
November 25, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	4,973	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · derivative · entry 6 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,973 Underlying: Class A Common Stock · 4,973 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: On November 25, 2024, the holder redeemed 4,973 Common Units of OneStream Software LLC, and 4,973 shares of the holder's Class C Common Stock were cancelled, in exchange for 4,973 shares of Class D Common Stock. F5 · kind: On November 25, 2024, the holder redeemed 4,973 Common Units of OneStream Software LLC, and 4,973 shares of the holder's Class C Common Stock were cancelled, in exchange for 4,973 shares of Class D Common Stock. F7 · derivative.exercise_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F7 · derivative.expiration_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document
November 25, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	ConversionCommon Units · Derivative	4,973	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · derivative · entry 5 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,360 Underlying: Class D Common Stock · 4,973 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: On November 25, 2024, the holder redeemed 4,973 Common Units of OneStream Software LLC, and 4,973 shares of the holder's Class C Common Stock were cancelled, in exchange for 4,973 shares of Class D Common Stock. F5 · kind: On November 25, 2024, the holder redeemed 4,973 Common Units of OneStream Software LLC, and 4,973 shares of the holder's Class C Common Stock were cancelled, in exchange for 4,973 shares of Class D Common Stock. F6 · derivative.exercise_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. F6 · derivative.expiration_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. Read SEC document
November 25, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass A Common Stock	787	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · nonDerivative · entry 2 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 787 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust Read SEC document
November 25, 2024 Filed Nov 27, 2024 22:50 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass A Common Stock	4,973	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-027894 · form4-11272024_101129.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,973 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. Read SEC document
November 18, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	5,241	$31.00	$162,471.00	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · nonDerivative · entry 4 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F4 · kind: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering pursuant to which the holder sold 5,241 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. F4 · price: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering pursuant to which the holder sold 5,241 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust Read SEC document
November 18, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	SaleClass A Common Stock	33,156	$31.00	$1,027,836.00	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · nonDerivative · entry 3 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · kind: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering pursuant to which the holder sold 33,156 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. F3 · price: As previously disclosed in the Issuer's prospectus dated November 14, 2024, filed with the Securities and Exchange Commission on November 15, 2024, on November 18, 2024, the Issuer completed an underwritten public offering pursuant to which the holder sold 33,156 shares of Class A Common Stock at a public offering price of $31 per share, or a net per share price of $29.9925 after deducting $1.0075 per share of underwriting discounts and commissions. Read SEC document
November 14, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	5,241	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · derivative · entry 10 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 5,241 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F7 · derivative.exercise_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F7 · derivative.expiration_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust Read SEC document
November 14, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	5,241	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · derivative · entry 9 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 5,241 Underlying: Class A Common Stock · 5,241 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: On November 14, 2024, the holder redeemed 5,241 Common Units, and 5,241 shares of the holder's Class C Common Stock were cancelled, in exchange for 5,241 shares of Class D Common Stock. F8 · kind: On November 14, 2024, the holder redeemed 5,241 Common Units, and 5,241 shares of the holder's Class C Common Stock were cancelled, in exchange for 5,241 shares of Class D Common Stock. F7 · derivative.exercise_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F7 · derivative.expiration_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust Read SEC document
November 14, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionCommon Units · Derivative	5,241	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · derivative · entry 8 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 40,838 Underlying: Class D Common Stock · 5,241 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: On November 14, 2024, the holder redeemed 5,241 Common Units, and 5,241 shares of the holder's Class C Common Stock were cancelled, in exchange for 5,241 shares of Class D Common Stock. F8 · kind: On November 14, 2024, the holder redeemed 5,241 Common Units, and 5,241 shares of the holder's Class C Common Stock were cancelled, in exchange for 5,241 shares of Class D Common Stock. F6 · derivative.exercise_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. F6 · derivative.expiration_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust F9 · ownership.nature: The Form 4 previously filed by the Reporting Person on July 26, 2024 inadvertently omitted this holding. Read SEC document
November 14, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	33,156	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · derivative · entry 7 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 33,156 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F7 · derivative.exercise_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F7 · derivative.expiration_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document
November 14, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass D Common Stock · Derivative	33,156	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · derivative · entry 6 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,156 Underlying: Class A Common Stock · 33,156 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: On November 14, 2024, the holder redeemed 33,156 Common Units of OneStream Software LLC, and 33,156 shares of the holder's Class C Common Stock were cancelled, in exchange for 33,156 shares of Class D Common Stock. F5 · kind: On November 14, 2024, the holder redeemed 33,156 Common Units of OneStream Software LLC, and 33,156 shares of the holder's Class C Common Stock were cancelled, in exchange for 33,156 shares of Class D Common Stock. F7 · derivative.exercise_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. F7 · derivative.expiration_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 Class A common stock upon the earlier of (i) any transfer, whether or not for value, except for certain transfers exempted by the Issuer's amended and restated certificate of incorporation, (ii) death or incapacity (if the holder is a natural person), and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document
November 14, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionCommon Units · Derivative	33,156	$0.00	$0.00	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · derivative · entry 5 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,333 Underlying: Class D Common Stock · 33,156 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: On November 14, 2024, the holder redeemed 33,156 Common Units of OneStream Software LLC, and 33,156 shares of the holder's Class C Common Stock were cancelled, in exchange for 33,156 shares of Class D Common Stock. F5 · kind: On November 14, 2024, the holder redeemed 33,156 Common Units of OneStream Software LLC, and 33,156 shares of the holder's Class C Common Stock were cancelled, in exchange for 33,156 shares of Class D Common Stock. F6 · derivative.exercise_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. F6 · derivative.expiration_date: The Common Units may be redeemed by the holder for shares of Class D Common Stock on a 1:1 basis, and an equal number of the holder's shares of Class C Common Stock (which have no economic rights) will be cancelled in connection with the redemption. The Common Units have no expiration date. Read SEC document
November 14, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass A Common Stock	5,241	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · nonDerivative · entry 2 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 5,241 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F2 · ownership.nature: Held by the Jonathan D. Mariner Revocable Trust (the "Mariner Revocable Trust"), of which the Reporting Person is a trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the securities held by the Mariner Revocable Trust Read SEC document
November 14, 2024 Filed Nov 19, 2024 00:49 UTC	OneStream, Inc. OS · Entity 14762	ConversionClass A Common Stock	33,156	Not disclosed	Not disclosed	Disclosure SEC source: 0001415889-24-027137 · form4-11192024_121157.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,156 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. F1 · price: The Class A Common Stock was acquired upon the conversion, at the holder's election, of Class D Common Stock held by the holder on a 1:1 basis. Read SEC document
July 25, 2024 Filed Jul 26, 2024 22:18 UTC	OneStream, Inc. OS · Entity 14762	SaleCommon Units · Derivative	46,079	$18.85 Strike: $0.00	$868,589.15	Disclosure SEC source: 0001415889-24-020228 · form4-07262024_100727.xml · derivative · entry 2 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class D Common Stock · 46,079 shares Expires not disclosed F1 · kind: As described in the Issuer's prospectus dated July 23, 2024, filed with the Securities and Exchange Commission on July 24, 2024, the Issuer used a portion of the net proceeds from its initial public offering of Class A Common Stock to purchase Common Units of OneStream Software LLC held by certain of OneStream Software LLC's pre-IPO equityholders, including the Reporting Person, at a price of $18.85 per Common Unit. For every Common Unit sold, the Reporting Person also forfeited one share of the Issuer's Class C Common Stock, which was canceled for no consideration. F2 · derivative.exercise_date: The Common Units may be redeemed by the Reporting Person for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn 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 Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering. F2 · derivative.expiration_date: The Common Units may be redeemed by the Reporting Person for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn 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 Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering. F3 · ownership.nature: The Common Units held of record by the Mariner Family Equity Trust, of which the Reporting Person is trustee. By virtue of his relationship, the Reporting Person may be deemed to hold voting and dispositive power with respect to the Common Units held by the Mariner Family Equity Trust. Read SEC document
July 25, 2024 Filed Jul 26, 2024 22:18 UTC	OneStream, Inc. OS · Entity 14762	SaleCommon Units · Derivative	33,744	$18.85 Strike: $0.00	$636,074.40	Disclosure SEC source: 0001415889-24-020228 · form4-07262024_100727.xml · derivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,489 Underlying: Class D Common Stock · 33,744 shares Expires not disclosed F1 · kind: As described in the Issuer's prospectus dated July 23, 2024, filed with the Securities and Exchange Commission on July 24, 2024, the Issuer used a portion of the net proceeds from its initial public offering of Class A Common Stock to purchase Common Units of OneStream Software LLC held by certain of OneStream Software LLC's pre-IPO equityholders, including the Reporting Person, at a price of $18.85 per Common Unit. For every Common Unit sold, the Reporting Person also forfeited one share of the Issuer's Class C Common Stock, which was canceled for no consideration. F2 · derivative.exercise_date: The Common Units may be redeemed by the Reporting Person for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn 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 Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering. F2 · derivative.expiration_date: The Common Units may be redeemed by the Reporting Person for shares of Class D Common Stock on a 1:1 basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn 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 Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering. Read SEC document
June 18, 2024 Filed Jun 21, 2024 20:08 UTC	Rocket Companies, Inc. RKT · Entity 3094	GrantClass A common stock	15,034	$14.30	$214,986.20	Disclosure SEC source: 0001805284-24-000104 · wk-form4_1719000524.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,284 F1 · shares: Represents restricted stock units ("RSUs") granted to the filing person on June 18, 2024 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders. Read SEC document
February 09, 2024 Filed Feb 13, 2024 15:26 UTC	TYSON FOODS, INC. TSN · Entity 3273	GrantClass A Common Stock	3,328.262	$52.58	$175,000.02	Disclosure SEC source: 0000100493-24-000044 · wk-form4_1707838004.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,704.826 F1 · kind: Represents a stock award of deferred shares of the Issuer's Class A Common Stock having a value of $175,000 granted upon their election or re-election as a director. Pursuant to the Deferred Stock Agreement for Directors, these shares shall be settled and paid 180 days after termination of the Reporting Person's service as a member of the Issuer's board of directors. F2 · balance_after: Includes 402.592 shares of the Issuer's Class A Common Stock received by the Reporting Person pursuant to the Issuer's dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership was filed by the Reporting Person. Such acquisitions are exempt from Section 16 concurrent reporting requirements pursuant to Rule 16a-11. Read SEC document
August 24, 2023 Filed Aug 28, 2023 20:06 UTC	Rocket Companies, Inc. RKT · Entity 3094	SaleClass A common stock	12,500	$10.32	$129,000.00	Disclosure SEC source: 0001805284-23-000068 · wk-form4_1693253160.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,250 F1 · kind: The sale transaction on this Form 4 was effected as part of the Reporting Person's financial planning. F2 · price: The reported price in Column 4 is a weighted average purchase price. These shares were sold in multiple transactions at prices ranging from $10.30 to $10.33 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document
June 13, 2023 Filed Jun 15, 2023 20:10 UTC	Rocket Companies, Inc. RKT · Entity 3094	GrantClass A common stock	23,193	$9.27	$214,999.11	Disclosure SEC source: 0001805284-23-000040 · wk-form4_1686859808.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,750 F1 · shares: Represents restricted stock units ("RSUs") granted to the filing person on June 13, 2023 under the Rocket Companies, Inc. 2020 Omnibus Incentive Plan (the "Plan") in a transaction exempt under Rule 16b-3. Each RSU represents the contingent right to receive one share of Class A common stock of the Issuer for each vested RSU. The RSUs vest on the earlier of the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders. Read SEC document
May 24, 2023 Filed May 25, 2023 21:15 UTC	Five9, Inc. FIVN · Entity 4346	GrantCommon Stock	3,445	$0.00	$0.00	Disclosure SEC source: 0001288847-23-000101 · wf-form4_168504928629503.xml · nonDerivative · entry 2 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,335 Read SEC document
May 24, 2023 Filed May 25, 2023 21:15 UTC	Five9, Inc. FIVN · Entity 4346	GrantCommon Stock	6,890	$0.00	$0.00	Disclosure SEC source: 0001288847-23-000101 · wf-form4_168504928629503.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,890 Read SEC document
February 09, 2023 Filed Feb 13, 2023 20:39 UTC	TYSON FOODS, INC. TSN · Entity 3273	GrantClass A Common Stock	2,885.884	$60.64	$175,000.01	Disclosure SEC source: 0000100493-23-000042 · wf-form4_167632075546861.xml · nonDerivative · entry 1 MARINER JONATHAN D · CIK 0001063663 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,973.972 F1 · kind: Represents a stock award for shares of the Issuer's Class A Common Stock having a value of $175,000 granted on the date of election as a director at the Annual Meeting of Shareholders held on February 9, 2023. Pursuant to the Deferred Fee Plan for Directors, these shares shall vest 180 days after termination of the Reporting Person's service as a member of the Issuer's board of directors. F2 · balance_after: Includes 196.743 shares of the Issuer's Class A Common Stock received by the Reporting Person pursuant to the Issuer's dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership was filed by the Reporting Person. Such acquisitions are exempt from Section 16 concurrent reporting requirements pursuant to Rule 16a-11. Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.