Form 4: OneStream CFO's Tax-Related Stock Withholding Reported

OneStream's CFO, William A Koefoed, reported a routine tax withholding of 6,913 shares of Class A Common Stock related to restricted stock units.

Summary

• William A Koefoed, Chief Financial Officer of OneStream, Inc., reported a transaction involving Class A Common Stock.
• On September 10, 2025, 6,913 shares of Class A Common Stock were disposed of at a price of $19.79 per share.
• This disposition represents shares withheld by OneStream to satisfy tax withholding and remittance obligations in connection with the net settlement of restricted stock units, and does not constitute a sale by Mr. Koefoed.
• Following this transaction, Mr. Koefoed beneficially owns 230,926 shares of Class A Common Stock, which includes unvested restricted stock units.
• The transaction was made pursuant to a contract, instruction, or written plan for the purchase or sale of equity securities of the issuer, intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Sentiment

Score: 7

Explanation: The transaction is a routine tax withholding event, not a discretionary sale by the CFO, which is generally viewed neutrally to slightly positively as it doesn't signal a lack of confidence. The CFO retains substantial beneficial ownership.

Positives

• The reported disposition of shares was for tax withholding purposes related to restricted stock units, not a discretionary sale by the Chief Financial Officer, which typically does not signal a lack of confidence.
• The Chief Financial Officer retains a significant beneficial ownership of 230,926 shares of Class A Common Stock, demonstrating continued alignment with shareholder interests.

Negatives

• No direct negative implications are apparent from this routine tax-related transaction.

Risks

• No specific risks are detailed within this Form 4 filing, as it primarily reports an insider transaction.

Future Outlook

No forward-looking statements or guidance are provided in this Form 4 filing, as it is a report of an insider transaction.

Management Comments

• No direct management comments or quotes are included in this Form 4 filing, as it is a factual report of a transaction.

Industry Context

This type of transaction, involving the withholding of shares for tax obligations upon the vesting of restricted stock units, is a standard practice across various industries for executive compensation and does not indicate any specific industry trend.

Comparison to Industry Standards

• This transaction is a standard practice for executive compensation and tax compliance, aligning with common industry standards for RSU vesting and tax withholding. No specific comparable companies, projects, or results are relevant for this routine administrative event.

Management Changes

Corporate Governance

Legal Proceedings

• No legal or regulatory matters are mentioned in this filing.

Related Party Transactions

• No related party dealings are disclosed in this filing beyond the executive compensation structure involving restricted stock units.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a routine, non-discretionary tax withholding transaction, not a sale indicating a change in management's confidence. It confirms the CFO's continued equity stake in the company.
• Employees: No direct impact on the broader employee base.
• Customers, Suppliers, Creditors: No direct impact on these external stakeholders.

Next Steps

• No specific future actions, events, or milestones are mentioned in this Form 4 filing.

Key Dates

Keywords

OneStream, OS, William A Koefoed, CFO, Form 4, Insider Transaction, Stock Withholding, Restricted Stock Units, Tax Obligations, 10b5-1 Plan