Form 4: OneStream CFO William Koefoed Reports Acquisition of 253,694 Shares of Class A Common Stock

William Koefoed, CFO of OneStream, Inc., reports acquiring 253,694 shares of Class A Common Stock on March 10, 2025, through restricted stock units (RSUs) that vest quarterly.

Summary

• William Koefoed, the Chief Financial Officer of OneStream, Inc., filed a Form 4 with the SEC.
• The filing reports a transaction on March 10, 2025, where Mr. Koefoed acquired 253,694 shares of Class A Common Stock.
• These shares were acquired through restricted stock units (RSUs).
• Each RSU represents a contingent right to receive one share of OneStream's Class A Common Stock upon vesting.
• The RSUs vest in 1/16th increments quarterly, starting on June 10, 2025, contingent upon continued service.
• Quarterly vesting dates are March 10, June 10, September 10, and December 10 of each year.

Sentiment

Score: 6

Explanation: The sentiment is neutral. It's a standard SEC filing reporting a transaction. The acquisition of shares by the CFO could be interpreted as a slightly positive signal, but it's not overtly bullish.

Positives

• The acquisition of shares by the CFO could be seen as a positive sign, indicating confidence in the company's future performance.

Future Outlook

The RSUs will continue to vest quarterly, contingent on the reporting person's continued service with the company.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Stakeholder Impact

• The transaction could have a minor positive impact on shareholder sentiment.

Next Steps

• Continued monitoring of insider transactions and company performance.

Key Dates