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sellWeak10b5-1 plan

William A Koefoed sold $250k of OS

Chief Financial Officer at OneStream, Inc.. 10,000 shares at an average of $25.04, traded Feb 18, 2025, filed Feb 20, 2025.

Warning score
20
Value
$250k
10,000 shares
Holdings after
0
-100% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    CFO
    +22
  • Trade size
    $250k at market
    +13
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • Cluster
    No other insider selling within 14 days
    0
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

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 0001415889-25-004883, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 18, 2025MOption exercise
Class A Common Stock10b5-1
+10,000$10.65$107k10,000Feb 20, 2025
Feb 18, 2025SOpen-market sale
Class A Common Stock10b5-1
-10,000$25.04$250k0Feb 20, 2025
Feb 18, 2025MOption exercise
Stock Option (right to buy)derivative10b5-1
-10,000$0.00$0245,481Feb 20, 2025

Related signals

Other insiders at OneStream, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
20Weak
OSsell10b5-1
OneStream, Inc.
William A Koefoed
Chief Financial Officer
$266k
10,000 shares
-100%
48Moderate
OSsell 210b5-1
OneStream, Inc.
Craig Colby
President
$8.3M
280,000 shares
-100%
31Weak
OSsell 210b5-1
OneStream, Inc.
William A Koefoed
Chief Financial Officer
$413k
13,765 shares
-100%
72Notable
OSsell 7
OneStream, Inc.
KKR NGT (Dream) Blocker Parent L.P.
owner
$29M
956,462 shares
-186%
72Notable
OSsell 7
OneStream, Inc.
KKR Group Partnership L.P.
owner
$29M
956,462 shares
-186%
72Notable
OSsell 7
OneStream, Inc.
KKR Dream Holdings LLC
owner
$29M
956,462 shares
-186%
72Notable
OSsell 7
OneStream, Inc.
KKR TFO Partners L.P.
owner
$29M
956,462 shares
-186%
64Notable
OSsell 7
OneStream, Inc.
Michael Burkland
director
$296k
9,541 shares
-100%
62Notable
OSsell 7
OneStream, Inc.
Jonathan D Mariner
director
$179k
5,760 shares
-116%
62Notable
OSsell 7
OneStream, Inc.
Kara Wilson
director
$179k
5,760 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.

William A Koefoed sold $250k of OS | InsiderTell