sellWeak cluster of 210b5-1 plan
William A Koefoed sold $413k of OS
Chief Financial Officer at OneStream, Inc.. 13,765 shares at an average of $30.00, traded Dec 13, 2024, filed Dec 17, 2024.
Warning score
31Value
$413k
13,765 shares
Holdings after
0
-100% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet
Score components
- +22RoleCFO
- +16Trade size$413k at market
- +20Share of holdings soldSold 100% of holdings
- +8Cluster2 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Rows in this filing
Every transaction in Form 4 0001415889-24-029688, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Dec 13, 2024 | MOption exercise Class A Common Stock10b5-1 | +13,765 | $10.65 | $147k | 13,765 | Dec 17, 2024 |
| Dec 13, 2024 | SOpen-market sale Class A Common Stock10b5-1 | -7,569 | $29.57 | $224k | 6,196 | Dec 17, 2024 |
| Dec 13, 2024 | SOpen-market sale Class A Common Stock10b5-1 | -6,196 | $30.52 | $189k | 0 | Dec 17, 2024 |
| Dec 13, 2024 | MOption exercise Stock Option (right to buy)derivative10b5-1 | -10,000 | $0.00 | $0 | 265,481 | Dec 17, 2024 |
| Dec 13, 2024 | MOption exercise Stock Option (right to buy)derivative10b5-1 | -3,765 | $0.00 | $0 | 435,685 | Dec 17, 2024 |
Related signals
Other insiders at OneStream, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 20Weak | OSsell OneStream, Inc. | Craig Colby President | $177k 6,279 shares | -3% | |
| 22Weak | OneStream, Inc. | Craig Colby President | $7.1M 280,000 shares | -56% | |
| 20Weak | OneStream, Inc. | William A Koefoed Chief Financial Officer | $250k 10,000 shares | -100% | |
| 20Weak | OneStream, Inc. | William A Koefoed Chief Financial Officer | $266k 10,000 shares | -100% | |
| 48Moderate | OneStream, Inc. | Craig Colby President | $8.3M 280,000 shares | -100% | |
| 72Notable | OneStream, Inc. | KKR NGT (Dream) Blocker Parent L.P. owner | $29M 956,462 shares | -186% | |
| 72Notable | OneStream, Inc. | KKR Group Partnership L.P. owner | $29M 956,462 shares | -186% | |
| 72Notable | OneStream, Inc. | KKR Dream Holdings LLC owner | $29M 956,462 shares | -186% | |
| 72Notable | OneStream, Inc. | KKR TFO Partners L.P. owner | $29M 956,462 shares | -186% | |
| 64Notable | OneStream, Inc. | Michael Burkland director | $296k 9,541 shares | -100% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.