Form 4: OneStream CRO's Tax Withholding on RSU Vesting

Sentiment:

Insider Transaction Report


OneStream's Chief Revenue Officer, Ken Hohenstein, reported a disposition of 6,101 Class A Common Stock shares for tax withholding related to restricted stock unit vesting.

Summary

  • Ken Hohenstein, Chief Revenue Officer of OneStream, Inc., reported a transaction on December 10, 2025.
  • The transaction involved the disposition of 6,101 shares of Class A Common Stock at a price of $18.38 per share.
  • These shares were withheld by OneStream to cover tax obligations associated with the net settlement of restricted stock units (RSUs) and do not represent a sale by Mr. Hohenstein.
  • Following this transaction, Mr. Hohenstein directly beneficially owns 990,961 shares, which include unvested restricted stock units.
  • Additionally, 790,279 shares are indirectly beneficially owned through the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust.

Sentiment

Score: 5

Explanation: The transaction is a neutral event, representing a routine tax withholding related to RSU vesting, which is an expected part of executive compensation.

Positives

  • The transaction indicates the vesting of restricted stock units, which is a positive event for the executive as it represents earned compensation.

Negatives

  • No direct negatives as the disposition was for tax purposes, not a discretionary sale.

Risks

  • No specific risks are mentioned in this Form 4 filing.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future outlook.

Industry Context

This is a routine insider transaction related to executive compensation and tax obligations, which is common across all publicly traded companies when restricted stock units vest. It does not provide specific insights into broader industry trends or competitive landscape.

Comparison to Industry Standards

  • This transaction is a standard practice for executives receiving equity compensation in the form of restricted stock units.
  • When RSUs vest, a portion of the shares is typically withheld by the company to cover the executive's income tax liabilities, rather than the executive having to sell shares on the open market or pay cash out-of-pocket.
  • This is a common mechanism seen in compensation structures across various industries and companies of similar size to OneStream, Inc.

Related Party Transactions

  • Shares are indirectly held by the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, which is a related party to the reporting person.

Stakeholder Impact

  • Minimal direct impact on shareholders as this is a routine, non-discretionary transaction for tax purposes.
  • Indicates the vesting of executive compensation, which is a normal part of employee incentive programs.

Next Steps

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

Key Dates

DateDescription
12/10/2025Transaction Date: Disposition of shares for tax withholding related to RSU vesting.
12/12/2025Filing Date of the Statement of Changes in Beneficial Ownership.

Keywords

OneStream, OS, Ken Hohenstein, Chief Revenue Officer, Form 4, Insider Transaction, Restricted Stock Units, RSU Vesting, Tax Withholding, Beneficial Ownership

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