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

Signature
/s/ Holly Koczot, attorney-in-fact
Stock symbol
OS
Transactions as of
Jul 25, 2025
Transactions value $
-$358,750
Form type
4
Date filed
7/28/2025, 06:11 PM
Previous filing
Jun 27, 2025
Next filing
Sep 12, 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 2025-07-28 0001642337

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction OS Class A Common Stock Options Exercise $266K +25K +10.51% $10.65 263K Jul 25, 2025 Direct F1
transaction OS Class A Common Stock Sale -$625K -25K -9.51% $25.00 238K Jul 25, 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 -25K -12.79% $0.00 170K Jul 25, 2025 Class A Common Stock 25K $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.