Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HUBSPOT INC
Report date June 15, 2018 · Filed June 19, 2018
Section 16 reporting ended · disclosed 2018-06-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,135 |
Ending reported balance
After 2018-06-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-06-15 · Exercise / conversion · Acquired 475 · Balance 67,610 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Row 2 · 2018-06-15 · Exercise / conversion · Acquired 457 · Balance 68,067 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Row 3 · 2018-06-15 · Sale · Disposed 932 · Balance 67,135 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.59 · Expires 2026-01-29 | Direct | 9,018 |
Reported balance
After 2018-06-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-06-15 · Exercise / conversion · Disposed 475 · Balance 9,018 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F2: The original stock option grant of 22,781 shares underlying the option vests over four (4) years beginning on January 29, 2016 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.80 · Expires 2027-02-01 | Direct | 14,176 |
Reported balance
After 2018-06-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-06-15 · Exercise / conversion · Disposed 457 · Balance 14,176 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F3: The original stock option grant of 21,949 shares underlying the option vests over four (4) years beginning on January 1, 2017 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1.
F2: The original stock option grant of 22,781 shares underlying the option vests over four (4) years beginning on January 29, 2016 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter.
F3: The original stock option grant of 21,949 shares underlying the option vests over four (4) years beginning on January 1, 2017 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter.
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 | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-04-01 · Disposition to issuer · Disposed 94,607 · 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 an Offer Letter, dated December 1, 2025, between Mr. Kinzer and Issuer, at the effective time of the Mergers (the "Effective Time"), each unvested RSU award was cancelled and converted into the contingent right to receive a cash award, 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 RSU award, less applicable withholding taxes. The vesting terms and conditions applicable to the unvested RSU awards as of immediately prior to the Mergers will remain in effect following the Mergers. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 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. F3: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before 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) 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2026-04-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-04-01 · Disposition to issuer · Disposed 30,000 · 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. F4: Pursuant to the Merger Agreement, at the Effective Time, each share of Issuer Class A Common Stock was cancelled and converted into the right to receive the Per Share Price, without interest, less applicable withholding taxes. F5: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. |
| Common UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2026-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-01 · Disposition to issuer · Disposed 270,997 · Balance 0 F6: 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. F5: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.65 · Expires 2032-02-21 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 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. F7: At the Effective Time, each vested 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 the 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 | 0 |
Reported balance
After 2026-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-01 · Disposition to issuer · Disposed 128,225 · 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. F8: 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 an Offer Letter, dated December 1, 2025, between Mr. Kinzer and Issuer, at the effective time of the Mergers (the "Effective Time"), each unvested RSU award was cancelled and converted into the contingent right to receive a cash award, 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 RSU award, less applicable withholding taxes. The vesting terms and conditions applicable to the unvested RSU awards as of immediately prior to the Mergers will remain in effect following the Mergers.
F3: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before 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) 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.
F4: Pursuant to the Merger Agreement, at the Effective Time, each share of Issuer Class A Common Stock was cancelled and converted into the right to receive the Per Share Price, without interest, less applicable withholding taxes.
F5: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee.
F6: 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.
F7: At the Effective Time, each vested 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 the option, less applicable withholding taxes.
F8: 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 APIPurchases/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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 21:44 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerStock Option (right to buy) · Derivative | 128,225 | Not disclosed Strike: $20.00 | Not disclosed |
DisclosureSEC source: 0001621078-26-000002 · form4-04022026_090432.xml · derivative · entry 6 Kinzer John · CIK 0001621078 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 128,225 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. F8 · 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. F8 · 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 21:44 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerStock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $10.65 | Not disclosed |
DisclosureSEC source: 0001621078-26-000002 · form4-04022026_090432.xml · derivative · entry 5 Kinzer John · CIK 0001621078 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 50,000 shares Expires 2032-02-21 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. F7 · price: At the Effective Time, each vested 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 the option, less applicable withholding taxes. F7 · derivative.exercise_date: At the Effective Time, each vested 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 the option, less applicable withholding taxes. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 21:44 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerCommon Units · Derivative | 270,997 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001621078-26-000002 · form4-04022026_090432.xml · derivative · entry 4 Kinzer John · CIK 0001621078 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class D Common Stock · 270,997 shares Expires not disclosed F6 · 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. F6 · 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. F6 · 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. F6 · 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. F5 · ownership.nature: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 21:44 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerClass A Common Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001621078-26-000002 · form4-04022026_090432.xml · nonDerivative · entry 3 Kinzer John · CIK 0001621078 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote 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. F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each share of Issuer Class A Common Stock was cancelled and converted into the right to receive the Per Share Price, without interest, less applicable withholding taxes. F5 · ownership.nature: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 21:44 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerClass A Common Stock | 7,130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001621078-26-000002 · form4-04022026_090432.xml · nonDerivative · entry 2 Kinzer John · CIK 0001621078 · Director · See Remarks 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. F3 · price: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before 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) 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 |
| April 01, 2026 Filed Apr 2, 2026 21:44 UTC | OneStream, Inc. OS · Entity 14762 | Disposition to issuerClass A Common Stock | 94,607 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001621078-26-000002 · form4-04022026_090432.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Director · See Remarks 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 an Offer Letter, dated December 1, 2025, between Mr. Kinzer and Issuer, at the effective time of the Mergers (the "Effective Time"), each unvested RSU award was cancelled and converted into the contingent right to receive a cash award, 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 RSU award, less applicable withholding taxes. The vesting terms and conditions applicable to the unvested RSU awards as of immediately prior to the Mergers will remain in effect following the Mergers. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:12 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001621078-25-000007 · form4-12232025_091204.xml · derivative · entry 5 Kinzer John · CIK 0001621078 · Director · Strategic Advisor 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 30,000 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. F6 · 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. F6 · 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:12 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001621078-25-000007 · form4-12232025_091204.xml · derivative · entry 4 Kinzer John · CIK 0001621078 · Director · Strategic Advisor 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 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. F4 · derivative.exercise_price: On December 19, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F4 · kind: On December 19, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F6 · 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. F6 · 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:12 UTC | OneStream, Inc. OS · Entity 14762 | ConversionCommon Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001621078-25-000007 · form4-12232025_091204.xml · derivative · entry 3 Kinzer John · CIK 0001621078 · Director · Strategic Advisor 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 270,997 Underlying: Class D Common Stock · 30,000 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. F4 · derivative.exercise_price: On December 19, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F4 · kind: On December 19, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F5 · 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. F5 · 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:12 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass A Common Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001621078-25-000007 · form4-12232025_091204.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Director · Strategic Advisor 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 30,000 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 22:31 UTC | OneStream, Inc. OS · Entity 14762 | GrantClass A Common Stock | 94,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001621078-25-000005 · form4-12042025_101223.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Director · Strategic Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,737 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 December 1, 2026, subject to the Reporting Person continuing to be a Service Provider through the vesting date. The RSUs were granted in connection with the Reporting Person's appointment as a strategic advisor to the Issuer effective as of December 2, 2025 and as interim chief financial officer effective as of January 1, 2026. F2 · balance_after: The shares reported include unvested restricted stock units. Read SEC document |
| September 19, 2025 Filed Sep 22, 2025 20:40 UTC | OneStream, Inc. OS · Entity 14762 | SaleClass A Common Stock | 30,000 | $20.00 | $600,000.00 |
DisclosureSEC source: 0001621078-25-000003 · form4-09222025_080948.xml · nonDerivative · entry 2 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 0 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024. F2 · ownership.nature: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:40 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001621078-25-000003 · form4-09222025_080948.xml · derivative · entry 6 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 30,000 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:40 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001621078-25-000003 · form4-09222025_080948.xml · derivative · entry 5 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 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 September 18, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F5 · kind: On September 18, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:40 UTC | OneStream, Inc. OS · Entity 14762 | ConversionCommon Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001621078-25-000003 · form4-09222025_080948.xml · derivative · entry 4 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 300,997 Underlying: Class D Common Stock · 30,000 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 September 18, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F5 · kind: On September 18, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:40 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass A Common Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001621078-25-000003 · form4-09222025_080948.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 30,000 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:29 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018087 · form4-06242025_080604.xml · derivative · entry 7 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 30,000 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. F9 · 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. F9 · 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:29 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018087 · form4-06242025_080604.xml · derivative · entry 6 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 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. F7 · derivative.exercise_price: On June 20, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F7 · kind: On June 20, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F9 · 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. F9 · 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:29 UTC | OneStream, Inc. OS · Entity 14762 | ConversionCommon Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018087 · form4-06242025_080604.xml · derivative · entry 5 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 330,997 Underlying: Class D Common Stock · 30,000 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. F7 · derivative.exercise_price: On June 20, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F7 · kind: On June 20, 2025, the holder redeemed 30,000 Common Units of OneStream Software LLC, and 30,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 30,000 shares of Class D Common Stock. F8 · 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. F8 · 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:29 UTC | OneStream, Inc. OS · Entity 14762 | SaleClass A Common Stock | 1,100 | $28.81 | $31,691.00 |
DisclosureSEC source: 0001415889-25-018087 · form4-06242025_080604.xml · nonDerivative · entry 3 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 0 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024. F5 · price: Represents the weighted average share price of an aggregate total of 1,100 shares sold in the price range of $28.785 to $28.90, inclusive, by the holder. 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. F2 · ownership.nature: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:29 UTC | OneStream, Inc. OS · Entity 14762 | SaleClass A Common Stock | 28,900 | $28.24 | $816,136.00 |
DisclosureSEC source: 0001415889-25-018087 · form4-06242025_080604.xml · nonDerivative · entry 2 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 1,100 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 22, 2024. F4 · price: Represents the weighted average share price of an aggregate total of 28,900 shares sold in the price range of $27.75 to $28.74, inclusive, by the holder. 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. F2 · ownership.nature: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:29 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass A Common Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-018087 · form4-06242025_080604.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 30,000 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| May 21, 2025 Filed May 22, 2025 23:57 UTC | OneStream, Inc. OS · Entity 14762 | GrantClass A Common Stock | 7,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014296 · form4-05222025_110535.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,130 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 |
| April 09, 2025 Filed Apr 10, 2025 22:22 UTC | OneStream, Inc. OS · Entity 14762 | SaleClass A Common Stock | 40,000 | $20.28 | $811,200.00 |
DisclosureSEC source: 0001415889-25-010557 · form4-04102025_100408.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 0 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 November 22, 2024. F2 · price: Represents the weighted average share price of an aggregate total of 40,000 shares sold in the price range of $20.00 to $20.57, inclusive, by the holder. 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 · ownership.nature: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:55 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009035 · form4-03262025_080333.xml · derivative · entry 4 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 40,000 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. F5 · 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. F5 · 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:55 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass D Common Stock · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009035 · form4-03262025_080333.xml · derivative · entry 3 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 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. F3 · derivative.exercise_price: On March 24, 2025, the holder redeemed 40,000 Common Units of OneStream Software LLC, and 40,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 40,000 shares of Class D Common Stock. F3 · kind: On March 24, 2025, the holder redeemed 40,000 Common Units of OneStream Software LLC, and 40,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 40,000 shares of Class D Common Stock. F5 · 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. F5 · 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:55 UTC | OneStream, Inc. OS · Entity 14762 | ConversionCommon Units · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009035 · form4-03262025_080333.xml · derivative · entry 2 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 360,997 Underlying: Class D Common Stock · 40,000 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. F3 · derivative.exercise_price: On March 24, 2025, the holder redeemed 40,000 Common Units of OneStream Software LLC, and 40,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 40,000 shares of Class D Common Stock. F3 · kind: On March 24, 2025, the holder redeemed 40,000 Common Units of OneStream Software LLC, and 40,000 shares of the holder's Class C Common Stock were cancelled, in exchange for 40,000 shares of Class D Common Stock. F4 · 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. F4 · 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 20:55 UTC | OneStream, Inc. OS · Entity 14762 | ConversionClass A Common Stock | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-009035 · form4-03262025_080333.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 40,000 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: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| July 25, 2024 Filed Jul 26, 2024 22:09 UTC | OneStream, Inc. OS · Entity 14762 | SaleCommon Units · Derivative | 22,644 | $18.85 Strike: $0.00 | $426,839.40 |
DisclosureSEC source: 0001415889-24-020220 · form4-07262024_100745.xml · derivative · entry 1 Kinzer John · CIK 0001621078 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 400,997 Underlying: Class D Common Stock · 22,644 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 shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:31 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 457 | $0.00 Strike: $52.80 | $0.00 |
DisclosureSEC source: 0001209191-18-038448 · doc4.xml · derivative · entry 5 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,176 Underlying: Common Stock · 457 shares Expires 2027-02-01 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F3 · derivative.exercise_date: The original stock option grant of 21,949 shares underlying the option vests over four (4) years beginning on January 1, 2017 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:31 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 475 | $0.00 Strike: $40.59 | $0.00 |
DisclosureSEC source: 0001209191-18-038448 · doc4.xml · derivative · entry 4 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,018 Underlying: Common Stock · 475 shares Expires 2026-01-29 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F2 · derivative.exercise_date: The original stock option grant of 22,781 shares underlying the option vests over four (4) years beginning on January 29, 2016 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:31 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 932 | $133.35 | $124,282.20 |
DisclosureSEC source: 0001209191-18-038448 · doc4.xml · nonDerivative · entry 3 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,135 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:31 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 457 | $52.80 | $24,129.60 |
DisclosureSEC source: 0001209191-18-038448 · doc4.xml · nonDerivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,067 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:31 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 475 | $40.59 | $19,280.25 |
DisclosureSEC source: 0001209191-18-038448 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,610 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:13 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 739 | $125.70 | $92,892.30 |
DisclosureSEC source: 0001209191-18-035028 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,135 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| May 22, 2018 Filed May 23, 2018 20:21 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 208 | $0.00 Strike: $34.76 | $0.00 |
DisclosureSEC source: 0001209191-18-032592 · doc4.xml · derivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 Underlying: Common Stock · 208 shares Expires 2025-02-10 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_date: The original stock option grant of 10,000 shares underlying the option vests over four (4) years beginning on January 1, 2015 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| May 22, 2018 Filed May 23, 2018 20:21 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 208 | $34.76 | $7,230.08 |
DisclosureSEC source: 0001209191-18-032592 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,874 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. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,374 | $0.00 Strike: $52.80 | $0.00 |
DisclosureSEC source: 0001209191-18-030505 · doc4.xml · derivative · entry 5 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,633 Underlying: Common Stock · 3,374 shares Expires 2027-02-01 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F3 · derivative.exercise_date: The original stock option grant of 21,949 shares underlying the option vests over four (4) years beginning on January 1, 2017 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,424 | $0.00 Strike: $40.59 | $0.00 |
DisclosureSEC source: 0001209191-18-030505 · doc4.xml · derivative · entry 4 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,493 Underlying: Common Stock · 1,424 shares Expires 2026-01-29 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F2 · derivative.exercise_date: The original stock option grant of 22,781 shares underlying the option vests over four (4) years beginning on January 1, 2017 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 4,798 | $109.10 | $523,461.80 |
DisclosureSEC source: 0001209191-18-030505 · doc4.xml · nonDerivative · entry 3 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,666 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 3,374 | $52.80 | $178,147.20 |
DisclosureSEC source: 0001209191-18-030505 · doc4.xml · nonDerivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,464 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 1,424 | $40.59 | $57,800.16 |
DisclosureSEC source: 0001209191-18-030505 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,090 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| May 01, 2018 Filed May 2, 2018 20:24 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 740 | $105.30 | $77,922.00 |
DisclosureSEC source: 0001209191-18-027349 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,666 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| April 27, 2018 Filed May 1, 2018 20:55 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 417 | $0.00 Strike: $34.76 | $0.00 |
DisclosureSEC source: 0001209191-18-027139 · doc4.xml · derivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 Underlying: Common Stock · 417 shares Expires 2025-02-10 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_date: The original stock option grant of 10,000 shares underlying the option vests over four (4) years beginning on January 1, 2015 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| April 27, 2018 Filed May 1, 2018 20:55 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 417 | $34.76 | $14,494.92 |
DisclosureSEC source: 0001209191-18-027139 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,406 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. Read SEC document |
| April 16, 2018 Filed Apr 17, 2018 21:21 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,942 | $0.00 Strike: $52.80 | $0.00 |
DisclosureSEC source: 0001209191-18-025228 · doc4.xml · derivative · entry 10 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,007 Underlying: Common Stock · 3,942 shares Expires 2027-02-01 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F8 · derivative.exercise_date: The original stock option grant of 21,949 shares underlying the option vests over four (4) years beginning on January 1, 2017 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| April 16, 2018 Filed Apr 17, 2018 21:21 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,542 | $0.00 Strike: $40.59 | $0.00 |
DisclosureSEC source: 0001209191-18-025228 · doc4.xml · derivative · entry 9 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,917 Underlying: Common Stock · 11,542 shares Expires 2026-01-29 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F7 · derivative.exercise_date: The original stock option grant of 22,781 shares underlying the option vests over four (4) years beginning on January 1, 2016 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| April 16, 2018 Filed Apr 17, 2018 21:21 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,516 | $0.00 Strike: $34.76 | $0.00 |
DisclosureSEC source: 0001209191-18-025228 · doc4.xml · derivative · entry 8 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,292 Underlying: Common Stock · 4,516 shares Expires 2025-02-10 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: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F6 · derivative.exercise_date: The original stock option grant of 10,000 shares underlying the option vests over four (4) years beginning on January 1, 2015 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| April 16, 2018 Filed Apr 17, 2018 21:21 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 1,584 | $112.21 | $177,740.64 |
DisclosureSEC source: 0001209191-18-025228 · doc4.xml · nonDerivative · entry 7 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,989 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.95 to $112.63, inclusive. The reporting person undertakes to provide to HubSpot, Inc., any security holder of HubSpot, Inc., 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 ranges set forth in footnotes (2) - (5). Read SEC document |
| April 16, 2018 Filed Apr 17, 2018 21:21 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 5,200 | $111.26 | $578,552.00 |
DisclosureSEC source: 0001209191-18-025228 · doc4.xml · nonDerivative · entry 6 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,573 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.95 to $111.90, inclusive. 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.