Koefoed William A
SEC insider (Form 3/4/5 filer). CIK 0001642337. Insider at OneStream, Inc. (OS). 20 reported Form 4/5 transactions since Sep 2024; latest on Dec 15, 2025. Located in BIRMINGHAM, MI.
Companies Koefoed William A has filed insider reports for
- OneStream, Inc. (OS)
Koefoed William A
CIK: 0001642337
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)11 (55.0%)
Position reduction
Option Exercises (M)6 (30.0%)
Derivative conversions
Awards (A)1 (5.0%)
Compensation grants
Other (G, F, J, C, D, …)2 (10.0%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
OS
OneStream, Inc.
Discretionary Trading P&L
Holdings
Transaction History (20 total)
- Dec 15, 2025OS
OneStream, Inc.
SaleDirect9.6K shares at avg. $17.73$170K - Dec 10, 2025OS
OneStream, Inc.
Tax PaymentDirect6.3K shares at avg. $18.38$116K - Sep 15, 2025OS
OneStream, Inc.
SaleDirect8.9K shares at avg. $19.03$170K - Sep 10, 2025OS
OneStream, Inc.
Tax PaymentDirect6.9K shares at avg. $19.79$137K - Jul 25, 2025OS
OneStream, Inc.
ExerciseDirect25K shares at avg. $10.65$266K - Jul 25, 2025OS
OneStream, Inc.
SaleDirect25K shares at avg. $25.00$625K - Jun 25, 2025OS
OneStream, Inc.
ExerciseDirect25K shares at avg. $10.65$266K - Jun 25, 2025OS
OneStream, Inc.
SaleDirect25K shares at avg. $26.77$669K - Jun 16, 2025OS
OneStream, Inc.
SaleDirect9.4K shares at avg. $27.90$261K - Jun 11, 2025OS
OneStream, Inc.
SaleDirect6.5K shares at avg. $28.23$184K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Dec 15, 2025 | OS OneStream, Inc. | Sale | 9,571 | $17.73 | $169,694 | Direct |
| Dec 10, 2025 | OS OneStream, Inc. | Tax Payment | 6,285 | $18.38 | $115,518 | Direct |
| Sep 15, 2025 | OS OneStream, Inc. | Sale | 8,943 | $19.03 | $170,185 | Direct |
| Sep 10, 2025 | OS OneStream, Inc. | Tax Payment | 6,913 | $19.79 | $136,808 | Direct |
| Jul 25, 2025 | OS OneStream, Inc. | Exercise | 25,000 | $10.65 | $266,250 | Direct |
| Jul 25, 2025 | OS OneStream, Inc. | Sale | 25,000 | $25.00 | $625,000 | Direct |
| Jun 25, 2025 | OS OneStream, Inc. | Exercise | 25,000 | $10.65 | $266,250 | Direct |
| Jun 25, 2025 | OS OneStream, Inc. | Sale | 25,000 | $26.77 | $669,250 | Direct |
| Jun 16, 2025 | OS OneStream, Inc. | Sale | 9,354 | $27.90 | $260,977 | Direct |
| Jun 11, 2025 | OS OneStream, Inc. | Sale | 6,501 | $28.23 | $183,523 | Direct |
1-10 of 20 transactions