[144] OneStream, Inc. SEC Filing

Rhea-AI Filing Summary

OneStream insider William A. Koefoed Jr. has filed a Form 144 indicating intent to sell 25,000 Class A shares with an aggregate market value of $669,250. The proposed sale is scheduled for June 25, 2025, through Fidelity Brokerage Services on NASDAQ.

The shares were acquired through stock options granted on June 30, 2022, and exercised on June 25, 2025. The filing reveals Koefoed's recent trading activity over the past 3 months:

• May 27, 2025: Sold 25,000 shares for $719,000
• June 11, 2025: Sold 6,501 shares for $183,500
• June 16, 2025: Sold 9,354 shares for $260,977

The company has approximately 75.4 million Class A shares outstanding. This Form 144 filing represents a standard regulatory requirement for corporate insiders planning to sell securities, with the seller affirming no knowledge of undisclosed material adverse information.

Positive

• None.

Negative

• CFO William Koefoed has sold a total of 65,855 shares worth approximately $1.83M through multiple transactions in the past month (May-June 2025), indicating significant insider selling pressure
• The planned sale of an additional 25,000 shares worth $669,250 continues the selling pattern from the CFO

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A	Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917	25000	669250.00	75399202	06/25/2025	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A	06/25/2025	Option Granted 06/30/2022	Issuer			25000	06/25/2025	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
William A. Koefoed Jr 191 N. Chester Street Birmingham MI 48009	Class A	05/27/2025	25000	719000.00
William A. Koefoed Jr 191 N. Chester Street, Birmingham MI 48009	Class A	06/11/2025	6501	183499.83
William A. Koefoed Jr 191 N. Chester Street Birmingham MI 48009	Class A	06/16/2025	9354	260976.60

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

How many OneStream (OS) shares are being sold by the insider according to the June 2025 Form 144?

According to the Form 144 filing, the insider plans to sell 25,000 shares of OneStream (OS) Class A stock through Fidelity Brokerage Services LLC, with an aggregate market value of $669,250.00.

Who is selling OneStream (OS) shares and what is their recent trading history?

William A. Koefoed Jr. from Birmingham, MI is selling the shares. In the past 3 months, he has made three previous sales: 25,000 shares on May 27, 2025 ($719,000), 6,501 shares on June 11, 2025 ($183,499.83), and 9,354 shares on June 16, 2025 ($260,976.60).

What is the current number of outstanding OneStream (OS) Class A shares?

According to the Form 144 filing, OneStream (OS) has 75,399,202 Class A shares outstanding.

How did the OneStream (OS) insider acquire the shares being sold?

The shares were acquired through a stock option that was granted on June 30, 2022. The insider exercised the option on June 25, 2025, acquiring 25,000 shares through a cash payment.

What is the planned date of sale for the OneStream (OS) shares in this Form 144?

The approximate date of sale is listed as June 25, 2025, and the shares will be sold on the NASDAQ exchange.