William A. Koefoed - Jan 15, 2025 Form 4 Insider Report for OneStream, Inc. (OS)

Signature
/s/ Holly Koczot, attorney-in-fact
Stock symbol
OS
Transactions as of
Jan 15, 2025
Transactions value $
-$159,200
Form type
4
Date filed
1/17/2025, 04:16 PM
Previous filing
Dec 17, 2024
Next filing
Feb 20, 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction OS Class A Common Stock Options Exercise $107K +10K $10.65 10K Jan 15, 2025 Direct
transaction OS Class A Common Stock Sale -$266K -10K -100% $26.57 0 Jan 15, 2025 Direct F1

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 -10K -3.77% $0.00 255K Jan 15, 2025 Class A Common Stock 10K $10.65 Direct F2
* 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 23, 2024 and amended September 9, 2024.
F2 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.