Form 4: OneStream CFO's Tax-Related Stock Disposition

OneStream's Chief Financial Officer, William A. Koefoed, reported a disposition of 6,285 Class A Common Stock shares to satisfy tax withholding obligations.

Summary

• William A. Koefoed, Chief Financial Officer of OneStream, Inc. (OS), reported a transaction on December 10, 2025.
• The transaction involved the disposition of 6,285 shares of Class A Common Stock at a price of $18.38 per share.
• This disposition was not a sale by the reporting person but represents shares withheld by the Issuer to satisfy tax withholding and remittance obligations related to the net settlement of restricted stock units.
• Following this transaction, William A. Koefoed beneficially owns 215,698 shares of Class A Common Stock, which includes unvested restricted stock units.

Sentiment

Score: 5

Explanation: The filing reports a routine, non-discretionary transaction for tax withholding purposes, which is neutral in sentiment.

Future Outlook

The filing does not contain any forward-looking statements or guidance.

Industry Context

This is a routine insider transaction related to equity compensation and tax obligations, common across all industries for executives receiving restricted stock units. It does not reflect broader industry trends or competitive positioning.

Stakeholder Impact

• Shareholders: Minimal impact as this is a routine, non-discretionary transaction for tax purposes and not a market sale.
• Employees: No direct impact beyond the reporting person.

Key Dates

Keywords

OneStream, OS, Form 4, Insider Transaction, Stock Disposition, Tax Withholding, Restricted Stock Units, CFO, Equity Compensation