Abiopharma

🔍 Shea Thomas Anthony (Executive)

Company: OneStream, Inc. (OS)

Report Date: 2026-03-24

Detailed Transactions and Holdings:

• Sold 4,330,215 shares of Class D Common Stock (Derivative)
  Date: 2026-03-24 | Code: G | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F1, F2, F2, F3, F4
• Acquired 4,330,215 shares of Class D Common Stock (Derivative)
  Date: 2026-03-24 | Code: G | equity_swap_involved: 0 | shares_owned_after: 4,330,215.00 | transaction_form_type: 4 | Footnotes: F1, F2, F2, F5
• Sold 4,330,215 shares of Class D Common Stock (Derivative)
  Date: 2026-03-25 | Code: G | equity_swap_involved: 0 | transaction_form_type: 5 | Footnotes: F6, F2, F2, F5
• Acquired 4,330,215 shares of Class D Common Stock (Derivative)
  Date: 2026-03-25 | Code: G | equity_swap_involved: 0 | shares_owned_after: 11,856,018.00 | transaction_form_type: 5 | Footnotes: F6, F2, F2, F7
• Holds 4,313,836 shares of Class D Common Stock (Derivative)
  Date: 2026-03-24 | Code: H | shares_owned_after: 4,313,836.00 | Footnotes: F2, F2, F3

Footnotes:

• F1: Represents a transfer of Class D Common Stock for no consideration from The Thomas A. Shea 2020 Annuity Trust dated December 23, 2020 (the "2020 Shea Annuity Trust") to the Thomas A Shea Remainder Trust dated December 23, 2020 (the "Shea Remainder Trust").
• F2: 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), provided that, with respect to the Reporting Person and his permitted transferees, conversion would be deferred for nine months following any such event, and (iii) the first trading day following the seventh anniversary of the Issuer's initial public offering.
• F3: On March 23, 2026, 419,787 shares of the Issuer's Class D Common Stock registered in the name of the 2020 Shea Annuity Trust were transferred to the Reporting Person.
• F4: Shares held of record by the 2020 Shea Annuity Trust. The Reporting Person's spouse serves as the trustee for the 2020 Shea Annuity Trust. By virtue of his relationship, the Reporting Person may be deemed to share voting and dispositive power with respect to the shares held by the 2020 Shea Annuity Trust.
• F5: Shares held of record by the Shea Remainder Trust. The Reporting Person's spouse serves as the co-trustee for the Shea Remainder Trust. By virtue of his relationship, the Reporting Person may be deemed to share voting and dispositive power with respect to the shares held by the Shea Remainder Trust.
• F6: Represents a transfer of Class D Common Stock for no consideration from the Shea Remainder Trust to the Shea Family Trust dated December 25, 2019 (the "2019 Shea Family Trust").
• F7: Shares held of record by the 2019 Shea Family Trust. The Reporting Person's spouse serves as the co-trustee for the 2019 Shea Family Trust. By virtue of his relationship, the Reporting Person may be deemed to share voting and dispositive power with respect to the shares held by the 2019 Shea Family Trust.