William A. Koefoed - 25 Jul 2025 Form 4 Insider Report for OneStream, Inc. (OS)

Reporting relationship: Chief Financial Officer
Issuer ticker: OS
Reported as of: 25 Jul 2025
Net transaction value: -$358,750
SEC form: 4
Accepted by SEC: 28 Jul 2025, 18:11:45 UTC
Prior SEC filing: 27 Jun 2025
Next SEC filing: 12 Sep 2025
Source filing: View source filing
Reporting owner signature: /s/ Holly Koczot, attorney-in-fact

Key filing fact

William A. Koefoed filed Form 4 for OneStream, Inc. (OS) on 28 Jul 2025.

Key facts

This page summarizes William A. Koefoed's Form 4 filing for OneStream, Inc. (OS).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 28 Jul 2025, 18:11.

Change

Previous filing in this sequence was filed on 27 Jun 2025.
Current net transaction value: -$358,750.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001642337 Primary reporting owner

Koefoed William A

Relationship: Chief Financial Officer
Address: C/O ONESTREAM, INC., 191 N. CHESTER STREET, BIRMINGHAM
Signature: /s/ Holly Koczot, attorney-in-fact
Signature date: 28 Jul 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

OS transaction

Class A Common Stock

Options Exercise

Transaction value: $266,250
Shares: +25,000
Change %: +11%
Price: $10.65
Shares after: 262,839
Date: 25 Jul 2025
Ownership: Direct
Footnotes: F1

OS transaction

Class A Common Stock

Sale

Transaction value: $625,000
Shares: -25,000
Change %: -9.5%
Price: $25.00
Shares after: 237,839
Date: 25 Jul 2025
Ownership: Direct
Footnotes: F1, F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

OS transaction Derivative

Stock Option (right to buy)

Options Exercise

Transaction value: $0
Shares: -25,000
Change %: -13%
Price: $0.000000
Shares after: 170,481
Date: 25 Jul 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 25,000
Exercise price: $10.65
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 3 footnotes

Footnote F1

The shares reported include unvested restricted stock units.

Footnote F2

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 21, 2025.

Footnote F3

One-fourth of the shares subject to the option vested on February 15, 2023, and 1/48th of the shares subject to the option shall vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.