OneStream CFO has shares withheld for RSU tax obligations

OneStream, Inc.’s Chief Financial Officer reported a tax-related share withholding involving Class A common stock.

Accepted by SEC EDGAR 12/12/2025 - 04:07 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

OneStream, Inc.’s Chief Financial Officer reported a tax-related share withholding involving Class A common stock. On 12/10/2025, 6,285 shares were withheld by the company at $18.38 per share to satisfy the officer’s tax withholding and remittance obligations tied to the net settlement of restricted stock units, and this is explicitly described as not being a sale by the officer.

After this transaction, the officer beneficially owned 215,698 shares of Class A common stock, which the disclosure states include unvested restricted stock units. The report is filed by a single reporting person in the capacity of Chief Financial Officer.

Insider Trade Summary

Exercise Price or Tax Liability: 6,285 shares

Exercise Price or Tax Liability 1 txn

Insider Koefoed William A

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Class A Common Stock	6,285	$18.38	$116K

Holdings After Transaction: Class A Common Stock — 215,698 shares (Direct)

Footnotes (2)

1. F1. Represents shares that have been withheld by the Issuer to satisfy the Reporting Person's tax withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person.
2. F2. The shares reported include unvested restricted stock units.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did OneStream (OS) report for its CFO?

The Chief Financial Officer reported that 6,285 shares of OneStream Class A common stock were withheld by the company on 12/10/2025 at $18.38 per share to satisfy tax withholding and remittance obligations related to the net settlement of restricted stock units.

Did OneStream’s CFO sell shares of OS stock on the open market?

No. The disclosure explains that the 6,285 shares represent stock withheld by OneStream, Inc. to satisfy the reporting person’s tax obligations in connection with restricted stock units and explicitly states that this does not represent a sale by the reporting person.

How many OneStream (OS) shares does the officer beneficially own after the transaction?

Following the reported transaction, the officer beneficially owned 215,698 shares of OneStream, Inc. Class A common stock.

Does the reported beneficial ownership for OS include unvested restricted stock units?

Yes. The explanation notes that the 215,698 shares reported as beneficially owned include unvested restricted stock units.

What transaction code is used in this OneStream (OS) Form 4, and what does it describe?

The transaction is coded as "F" and is described as shares withheld by the issuer to satisfy the reporting person’s tax withholding and remittance obligations in connection with the net settlement of restricted stock units.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Koefoed William A

(Last) (First) (Middle)

C/O ONESTREAM, INC.

191 N. CHESTER STREET

(Street)

BIRMINGHAM MI 48009

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
OneStream, Inc. [ OS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

3. Date of Earliest Transaction (Month/Day/Year)
12/10/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	12/10/2025		F		6,285(1)	D	$18.38	215,698(2)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents shares that have been withheld by the Issuer to satisfy the Reporting Person's tax withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person.

2. The shares reported include unvested restricted stock units.

	/s/ Holly Koczot, attorney-in-fact	12/12/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.