SCHEDULE 13G/A: William A. Koefoed Discloses 3.8% Stake in OneStream, Inc. Class A Common Stock

William A. Koefoed has filed an amended Schedule 13G, disclosing beneficial ownership of 3.8% of OneStream, Inc.'s Class A common stock as of December 31, 2024.

Summary

• William A. Koefoed, the Reporting Person, beneficially owns 2,051,384 shares of OneStream, Inc.'s Class A common stock.
• This ownership represents 3.8% of the Class A common stock outstanding as of December 31, 2024.
• Mr. Koefoed holds sole voting power and sole dispositive power over all 2,051,384 shares.
• The calculation of the percentage ownership is based on 51,456,091 shares of Class A common stock outstanding, 1,446,049 shares of Class D common stock issuable upon redemption/exchange of Common Units, and 605,335 shares of Class A common stock subject to vested options exercisable within 60 days of December 31, 2024.
• The beneficially owned shares include 1,270,924 shares of Class D Common Stock held by Blazing Elk Management I, Inc., and 175,125 shares of Class D Common Stock held by Blazing Elk Management II, Inc., both entities where Mr. Koefoed is a partial owner and maintains control.
• Additionally, 605,335 shares of Class A Common Stock are subject to options vested and exercisable within 60 days of December 31, 2024.
• Class D Common Stock is convertible into Class A Common Stock at any time at the holder's option, or automatically upon certain transfers, death/incapacity, or the first trading day following the seventh anniversary of the Issuer's initial public offering.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in sentiment. It provides transparency regarding a significant individual's stake but does not contain information that would inherently be positive or negative for the company's outlook.

Future Outlook

NA

Industry Context

This filing is a standard disclosure of beneficial ownership by an individual, likely an insider or significant investor, in a publicly traded company. It does not provide broader industry trends or competitive analysis but rather focuses on a specific individual's stake in OneStream, Inc., a company operating in the financial performance management software sector.

Related Party Transactions

• William A. Koefoed's beneficial ownership includes shares held by Blazing Elk Management I, Inc. (1,270,924 Class D shares) and Blazing Elk Management II, Inc. (175,125 Class D shares), entities of which Mr. Koefoed is a partial owner and maintains control. These holdings represent an indirect ownership structure.

Stakeholder Impact

• Shareholders: Provides transparency regarding the ownership stake of a significant individual, which can be relevant for understanding insider holdings and potential influence.

Key Dates

Keywords

OneStream Inc., William A. Koefoed, Schedule 13G, Beneficial Ownership, Class A Common Stock, SEC Filing, Shareholding, Corporate Governance