Form 4: OneStream CFO Sells Shares Under Pre-Arranged Trading Plan

OneStream, Inc.'s Chief Financial Officer, William A. Koefoed, sold 9,354 shares of Class A Common Stock for $27.9 per share on June 16, 2025, as part of a pre-arranged 10b5-1 trading plan.

Summary

• William A. Koefoed, the Chief Financial Officer of OneStream, Inc. (OS), reported the sale of company shares.
• The transaction involved the disposition of 9,354 shares of Class A Common Stock.
• The shares were sold at a price of $27.9 per share.
• The sale occurred on June 16, 2025.
• This transaction was executed pursuant to a Rule 10b5-1 trading plan, which was adopted by Mr. Koefoed on February 21, 2025.
• Following this sale, Mr. Koefoed beneficially owns 237,839 shares of Class A Common Stock, which includes unvested restricted stock units.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of an insider stock transaction. The sale was conducted under a pre-arranged 10b5-1 plan, which typically indicates a neutral event not driven by new material information, thus having a neutral sentiment.

Positives

• The sale was conducted under a Rule 10b5-1 trading plan, indicating a pre-scheduled transaction rather than a reaction to new, non-public information, which enhances transparency.

Negatives

• The Chief Financial Officer reduced his direct equity stake in the company by selling 9,354 shares.

Future Outlook

NA

Industry Context

This Form 4 filing details a routine insider transaction by a company executive, which is a standard disclosure requirement for publicly traded companies. It does not provide information related to broader industry trends or competitive landscape.

Related Party Transactions

• Sale of 9,354 shares of Class A Common Stock by William A. Koefoed, the Chief Financial Officer of OneStream, Inc., to the open market.

Stakeholder Impact

• Shareholders: The sale by a key executive, even if pre-planned, may be noted by investors, though a 10b5-1 plan generally mitigates concerns about opportunistic selling based on undisclosed information.

Key Dates

Keywords

OneStream, OS, Form 4, insider trading, stock sale, CFO, William Koefoed, 10b5-1 plan, equity, executive compensation