William A. Koefoed - 15 Dec 2025 Form 4 Insider Report for OneStream, Inc. (OS)

Reporting relationship: Chief Financial Officer
Issuer ticker: OS
Reported as of: 15 Dec 2025
Net transaction value: -$169,694
SEC form: 4
Accepted by SEC: 16 Dec 2025, 18:23:52 UTC
Prior SEC filing: 12 Dec 2025
Next SEC filing: 05 Jan 2026
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 16 Dec 2025.

Key facts

This page summarizes William A. Koefoed's Form 4 filing for OneStream, Inc. (OS).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 16 Dec 2025, 18:23.

Change

Previous filing in this sequence was filed on 12 Dec 2025.
Current net transaction value: -$169,694.

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: 16 Dec 2025

Reported non-derivative transactions

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

OS transaction

Class A Common Stock

Sale

Transaction value: $169,694
Shares: -9,571
Change %: -4.4%
Price: $17.73
Shares after: 206,127
Date: 15 Dec 2025
Ownership: Direct
Footnotes: F1, F2

^* 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 2 footnotes

Footnote F1

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 F2

The shares reported include unvested restricted stock units.