Form 4: OneStream CEO's Stock Transaction for Tax Obligations
Insider Transaction Report
OneStream CEO Thomas Anthony Shea reported a disposition of 13,805 Class A Common Stock shares for tax withholding purposes related to restricted stock units.
Summary
- Thomas Anthony Shea, CEO and President, Director, and 10% Owner of OneStream, Inc. [OS], reported a transaction on December 10, 2025.
- 13,805 shares of Class A Common Stock were disposed of at a price of $18.38 per share.
- This disposition was solely for tax withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by Mr. Shea.
- Following this transaction, Mr. Shea beneficially owns 469,244 shares of Class A Common Stock, which includes unvested restricted stock units.
Sentiment
Score: 5
Explanation: This Form 4 reports a routine, non-discretionary transaction for tax withholding related to the vesting of restricted stock units. It does not indicate any change in the executive's investment thesis or the company's operational performance, thus maintaining a neutral sentiment.
Positives
- The transaction is a routine tax withholding event, not a discretionary sale by the CEO, indicating continued holding of underlying equity.
- The underlying event, net settlement of restricted stock units, implies the vesting of equity awards, which is generally a positive for executive compensation and retention.
Negatives
- No direct negatives are associated with this specific tax-related transaction.
Future Outlook
na
Industry Context
na
Stakeholder Impact
- Shareholders: Minimal impact as this is a routine, non-discretionary tax withholding event and not a market sale. It reflects the vesting of previously granted equity awards.
- Employees: No direct impact mentioned.
- Customers: No direct impact mentioned.
- Suppliers: No direct impact mentioned.
- Creditors: No direct impact mentioned.
Key Dates
| Date | Description |
|---|---|
| 12/10/2025 | Date of earliest transaction (disposition of shares for tax withholding) |
| 12/12/2025 | Signature date of the reporting person's attorney-in-fact |
Keywords
OneStream, OS, Thomas Anthony Shea, SEC Form 4, Insider transaction, Stock disposition, Tax withholding, Restricted stock units, CEO, Director, 10% owner
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