Filing Details

Accession Number:
0001415889-25-018380
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-06-27 16:26:13
Reporting Period:
2025-06-25
Filing Date:
2025-06-27
Accepted Time:
2025-06-27 16:26:13
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1889956 Onestream Inc. OS () 4
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1642337 A William Koefoed C/O Onestream, Inc.
191 N. Chester Street
Birmingham MI 48009
Chief Financial Officer No No No No
Transaction Summary
Sold: 25,000 shares Avg. Price: $26.77 Total Value: $669,250.00
Number of Shares After Transactions: 237,839 shares
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Class A Common Stock Acquisiton 2025-06-25 25,000 $10.65 262,839 No 4 M Direct
Class A Common Stock Disposition 2025-06-25 25,000 $26.77 237,839 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 M Direct
No 4 S Direct
Reported Derivative Transactions
Sec. Name Sec. Type Acquisiton - Disposition Date Amount Price Amount - 2 Price - 2
Class A Common Stock Stock Option (right to buy) Disposition 2025-06-25 25,000 $0.00 25,000 $10.65
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
195,481 2031-12-04 No 4 M Direct
Footnotes
  1. The shares reported include unvested restricted stock units.
  2. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 21, 2025.
  3. One-fourth of the shares subject to the option vested on February 15, 2023, and 1/48th of the shares subject to the option shall vest each month thereafter, subject to the Reporting Person continuing to be a service provider through the applicable vesting date.