Form 4: OneStream CFO Sells Shares Under 10b5-1 Plan
Insider Transaction Report
OneStream, Inc.'s Chief Financial Officer, William A. Koefoed, sold 9,571 shares of Class A Common Stock for $17.73 per share under a pre-arranged trading plan.
Summary
- William A. Koefoed, Chief Financial Officer of OneStream, Inc. (OS), reported a sale of Class A Common Stock.
- The transaction involved the disposition of 9,571 shares.
- The shares were sold at a price of $17.73 per share.
- The total value of the transaction was approximately $169,698.83.
- Following this transaction, Mr. Koefoed beneficially owns 206,127 shares of Class A Common Stock, which includes unvested restricted stock units.
- The sale was executed on December 15, 2025, pursuant to a Rule 10b5-1 trading plan adopted on February 21, 2025.
Sentiment
Score: 5
Explanation: The sentiment is neutral. A routine insider sale under a pre-arranged 10b5-1 plan is generally not considered a strong positive or negative signal for the company's prospects.
Positives
- The transaction was conducted under a Rule 10b5-1 trading plan, indicating a pre-arranged, non-discretionary sale designed to comply with insider trading regulations and provide transparency.
Negatives
- An insider sale, even under a 10b5-1 plan, reduces the direct equity stake of a key executive in the company.
Future Outlook
This Form 4 filing reports a past transaction and does not contain any forward-looking statements or guidance regarding the company's future outlook.
Industry Context
This insider transaction report is specific to an individual's equity activity within OneStream, Inc. and does not provide broader industry trends or competitive analysis.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Insider Trading Plan Adoption | The reporting person adopted a Rule 10b5-1 trading plan on February 21, 2025, which governs the reported sale of securities. | 02/21/2025 | Enhances transparency and provides an affirmative defense against insider trading allegations for pre-planned transactions. |
Stakeholder Impact
- Shareholders: A minor reduction in the CFO's direct equity stake, but the pre-planned nature of the sale under a 10b5-1 plan mitigates concerns about discretionary selling.
Key Dates
| Date | Description |
|---|---|
| 02/21/2025 | Date Rule 10b5-1 trading plan was adopted by the Reporting Person. |
| 12/15/2025 | Date of transaction (sale of Class A Common Stock). |
| 12/16/2025 | Date the Form 4 was signed. |
Recommendation
holdThe Form 4 reports a routine, pre-planned sale of shares by the CFO under a Rule 10b5-1 trading plan. This type of transaction is generally not considered a strong signal for future stock performance and does not provide new fundamental information to alter an existing investment thesis. Therefore, a 'hold' recommendation is appropriate as this filing alone does not warrant a change in investment strategy.
Keywords
OneStream, OS, William A. Koefoed, CFO, insider trading, Form 4, stock sale, 10b5-1 plan, beneficial ownership
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