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sellWeak cluster of 310b5-1 plan

William A Koefoed sold $719k of OS

Chief Financial Officer at OneStream, Inc.. 25,000 shares at an average of $28.76, traded May 27, 2025, filed May 29, 2025.

Warning score
23
Value
$719k
25,000 shares
Holdings after
253,694
-9% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    CFO
    +22
  • Trade size
    $719k at market
    +21
  • Share of holdings sold
    Sold 9.0% of holdings
    0
  • Cluster
    3 insiders selling within 14 days
    +15
  • 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 0001415889-25-014866, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 27, 2025MOption exercise
Class A Common Stock10b5-1
+25,000$10.65$266k278,694May 29, 2025
May 27, 2025SOpen-market sale
Class A Common Stock10b5-1
-25,000$28.76$719k253,694May 29, 2025
May 27, 2025MOption exercise
Stock Option (right to buy)derivative10b5-1
-25,000$0.00$0220,481May 29, 2025

Related signals

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

ScoreCompanyInsiderValueHoldingsFiled
20Weak
OSsell 310b5-1
OneStream, Inc.
Ken Hohenstein
Chief Revenue Officer
$1.4M
59,204 shares
-6%
27Weak
OSsell 310b5-1
OneStream, Inc.
Scott Leshinski
President
$176k
7,412 shares
-3%
17Weak
OSsell 310b5-1
OneStream, Inc.
Pamela McIntyre
Chief Accounting Officer
$48k
2,015 shares
-3%
5Weak
OSsell10b5-1
OneStream, Inc.
Ken Hohenstein
Chief Revenue Officer
$1.4M
60,000 shares
-6%
25Weak
OSsell 310b5-1
OneStream, Inc.
Ken Hohenstein
Chief Revenue Officer
$2.8M
120,000 shares
-11%
21Weak
OSsell 310b5-1
OneStream, Inc.
Pamela McIntyre
Chief Accounting Officer
$153k
6,505 shares
-10%
42Moderate
OSsell 310b5-1
OneStream, Inc.
Jonathan D Mariner
director
$185k
7,956 shares
-53%
16Weak
OSsell 310b5-1
OneStream, Inc.
Ken Hohenstein
Chief Revenue Officer
$688k
40,000 shares
-4%
28Weak
OSsell 310b5-1
OneStream, Inc.
William A Koefoed
Chief Financial Officer
$170k
9,571 shares
-4%
46Moderate
OSsell 310b5-1
OneStream, Inc.
Jonathan D Mariner
director
$385k
18,423 shares
-55%

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.