OneStream CFO sells 9,571 shares of Class A common stock

OneStream, Inc. reported that its chief financial officer sold 9,571 shares of Class A common stock on December 15, 2025 at a price of $17.73 per share.

Accepted by SEC EDGAR 12/16/2025 - 06:23 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

OneStream, Inc. reported that its chief financial officer sold 9,571 shares of Class A common stock on December 15, 2025 at a price of $17.73 per share. The sales were made under a Rule 10b5-1 trading plan adopted on February 21, 2025.

After this transaction, the officer beneficially owns 206,127 shares, which include unvested restricted stock units, and the holdings are reported as directly owned.

Insider Trade Summary

Net Seller: 9,571 shares

Net Sell 1 txn

Insider Koefoed William A

Role Chief Financial Officer

Sold 9,571 shs ($170K)

Type	Security	Shares	Price	Value
Sale	Class A Common Stock	9,571	$17.73	$170K

Holdings After Transaction: Class A Common Stock — 206,127 shares (Direct)

Footnotes (2)

1. F1. 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.
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) disclose in this filing?

OneStream disclosed that its chief financial officer sold 9,571 shares of Class A common stock on December 15, 2025 at a price of $17.73 per share.

How many OneStream (OS) shares does the CFO hold after the sale?

Following the reported sale, the chief financial officer beneficially owns 206,127 shares of OneStream stock, and this total includes unvested restricted stock units.

Was the OneStream (OS) CFO trade made under a Rule 10b5-1 trading plan?

Yes. The filing states that the sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 21, 2025.

What type of security did the OneStream (OS) CFO sell?

The transaction involved Class A common stock of OneStream, Inc., as shown in the non-derivative securities table.

How is the CFO’s ownership in OneStream (OS) classified after the transaction?

The 206,127 shares beneficially owned after the sale are reported with an ownership form of Direct (D).

Does the reported OneStream (OS) share count include unvested awards?

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

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

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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).

X

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)
12/15/2025

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	12/15/2025		S(1)		9,571	D	$17.73	206,127(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. 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.

2. The shares reported include unvested restricted stock units.

	/s/ Holly Koczot, attorney-in-fact	12/16/2025
	** 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.