Welcome to our dedicated page for ONESTREAM SEC filings (Ticker: OS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Form 4 filing summary – OneStream, Inc. (OS)
Chief Financial Officer William A. Koefoed disclosed one option exercise and one share sale executed on 06/25/2025 and reported on 06/27/2025.
- Option exercise (Code “M”): 25,000 Class A shares acquired by exercising employee stock options at $10.65 per share.
- Immediate sale (Code “S”): The same 25,000 shares were sold in the open market at an average price of $26.77 under a pre-arranged Rule 10b5-1 plan adopted 02/21/2025.
- Cash impact: Transaction generated gross proceeds of about $669,250 against an exercise cost of roughly $266,250, implying an estimated pre-tax gain of ~$403,000.
- Ownership impact: Post-sale beneficial ownership remains 237,839 shares, identical to the pre-exercise level; holdings still include unvested RSUs.
- Remaining options: 195,481 options remain outstanding, vesting monthly through 02/15/2027 and expiring 12/04/2031.
The filing reflects routine liquidity management by the executive with no change in net share exposure and no new information on company performance.
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.
OneStream Director John Kinzer reported multiple securities transactions executed on June 20, 2025, under a pre-established Rule 10b5-1 trading plan from November 2024:
- Converted 30,000 Common Units of OneStream Software LLC into Class D Common Stock
- Subsequently converted 30,000 shares of Class D Common Stock into Class A Common Stock
- Sold 28,900 shares at weighted average price of $28.24 per share
- Sold remaining 1,100 shares at weighted average price of $28.81 per share
Following these transactions, Kinzer maintains 7,130 shares of Class A Common Stock held directly (including unvested RSUs) and 330,997 Common Units held indirectly through the John E. Kinzer Trust. The Class D Common Stock is convertible to Class A Common Stock on a 1:1 basis and will automatically convert upon certain trigger events, including 7 years after IPO.
Ken Hohenstein, Chief Revenue Officer of OneStream, reported significant insider trading activity on June 18, 2025. The transactions involved:
- Exercise of stock options for 20,000 shares at $10.65 per share
- Immediate sale of the acquired 20,000 shares at $28.28 per share, executed under a Rule 10b5-1 trading plan established November 13, 2024
Following these transactions, Hohenstein holds 1,003,163 shares directly (including unvested RSUs) and 790,279 shares indirectly through the Hohenstein Purple Elephant Trust. He retains 258,508 stock options with an exercise price of $10.65, expiring March 5, 2033. The options vest monthly, with initial 25% vesting on February 15, 2024.
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