William A. Koefoed - 25 Jun 2025 Form 4 Insider Report for OneStream, Inc. (OS)

Signature
/s/ Holly Koczot, attorney-in-fact
Issuer symbol
OS
Transactions as of
25 Jun 2025
Net transactions value
-$403,000
Form type
4
Filing time
27 Jun 2025, 16:26:13 UTC
Previous filing
18 Jun 2025
Next filing
28 Jul 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Koefoed William A Chief Financial Officer C/O ONESTREAM, INC., 191 N. CHESTER STREET, BIRMINGHAM /s/ Holly Koczot, attorney-in-fact 27 Jun 2025 0001642337

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction OS Class A Common Stock Options Exercise $266,250 +25,000 +11% $10.65 262,839 25 Jun 2025 Direct F1
transaction OS Class A Common Stock Sale $669,250 -25,000 -9.5% $26.77 237,839 25 Jun 2025 Direct F1, F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction OS Stock Option (right to buy) Options Exercise $0 -25,000 -11% $0.000000 195,481 25 Jun 2025 Class A Common Stock 25,000 $10.65 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

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).

Explanation of Responses:

Id Content
F1 The shares reported include unvested restricted stock units.
F2 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.
F3 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.