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sellWeak cluster of 610b5-1 plan

William A Koefoed sold $669k of OS

Chief Financial Officer at OneStream, Inc.. 25,000 shares at an average of $26.77, traded Jun 25, 2025, filed Jun 27, 2025.

Warning score
22
Value
$669k
25,000 shares
Holdings after
237,839
-10% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    CFO
    +22
  • Trade size
    $669k at market
    +20
  • Share of holdings sold
    Sold 9.5% of holdings
    0
  • Cluster
    6 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 0001415889-25-018380, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Jun 25, 2025MOption exercise
Class A Common Stock10b5-1
+25,000$10.65$266k262,839Jun 27, 2025
Jun 25, 2025SOpen-market sale
Class A Common Stock10b5-1
-25,000$26.77$669k237,839Jun 27, 2025
Jun 25, 2025MOption exercise
Stock Option (right to buy)derivative10b5-1
-25,000$0.00$0195,481Jun 27, 2025

Related signals

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

ScoreCompanyInsiderValueHoldingsFiled
49Moderate
OSsell 310b5-1
OneStream, Inc.
John Kinzer
director
$600k
30,000 shares
-100%
16Weak
OSsell 410b5-1
OneStream, Inc.
Ken Hohenstein
Chief Revenue Officer
$748k
40,000 shares
-4%
28Weak
OSsell 410b5-1
OneStream, Inc.
William A Koefoed
Chief Financial Officer
$170k
8,943 shares
-4%
10Weak
OSsell 310b5-1
OneStream, Inc.
Jonathan D Mariner
director
$2,830
141 shares
-0%
5Weak
OSsell 210b5-1
OneStream, Inc.
Ken Hohenstein
Chief Revenue Officer
$431k
20,000 shares
-2%
26Weak
OSsell 310b5-1
OneStream, Inc.
Jonathan D Mariner
director
$156k
6,630 shares
-16%
22Weak
OSsell 310b5-1
OneStream, Inc.
William A Koefoed
Chief Financial Officer
$625k
25,000 shares
-10%
13Weak
OSsell 310b5-1
OneStream, Inc.
Ken Hohenstein
Chief Revenue Officer
$502k
20,000 shares
-2%
27Weak
OSsell 310b5-1
OneStream, Inc.
Jonathan D Mariner
director
$176k
6,630 shares
-14%
53Moderate
OSsell 510b5-1
OneStream, Inc.
John Kinzer
director
$848k
30,000 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 $669k of OS | InsiderTell