sellWeak cluster of 310b5-1 plan
William A Koefoed sold $625k of OS
Chief Financial Officer at OneStream, Inc.. 25,000 shares at an average of $25.00, traded Jul 25, 2025, filed Jul 28, 2025.
Warning score
22Value
$625k
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
- +22RoleCFO
- +20Trade size$625k at market
- 0Share of holdings soldSold 9.5% of holdings
- +15Cluster3 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 0001415889-25-020399, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Jul 25, 2025 | MOption exercise Class A Common Stock10b5-1 | +25,000 | $10.65 | $266k | 262,839 | Jul 28, 2025 |
| Jul 25, 2025 | SOpen-market sale Class A Common Stock10b5-1 | -25,000 | $25.00 | $625k | 237,839 | Jul 28, 2025 |
| Jul 25, 2025 | MOption exercise Stock Option (right to buy)derivative10b5-1 | -25,000 | $0.00 | $0 | 170,481 | Jul 28, 2025 |
Related signals
Other insiders at OneStream, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 16Weak | OneStream, Inc. | Ken Hohenstein Chief Revenue Officer | $688k 40,000 shares | -4% | |
| 28Weak | OneStream, Inc. | William A Koefoed Chief Financial Officer | $170k 9,571 shares | -4% | |
| 46Moderate | OneStream, Inc. | Jonathan D Mariner director | $385k 18,423 shares | -55% | |
| 3Weak | OneStream, Inc. | Ken Hohenstein Chief Revenue Officer | $838k 40,000 shares | -4% | |
| 0Weak | OneStream, Inc. | Ken Hohenstein Chief Revenue Officer | $674k 40,000 shares | -4% | |
| 49Moderate | OneStream, Inc. | John Kinzer director | $600k 30,000 shares | -100% | |
| 16Weak | OneStream, Inc. | Ken Hohenstein Chief Revenue Officer | $748k 40,000 shares | -4% | |
| 28Weak | OneStream, Inc. | William A Koefoed Chief Financial Officer | $170k 8,943 shares | -4% | |
| 10Weak | OneStream, Inc. | Jonathan D Mariner director | $2,830 141 shares | -0% | |
| 5Weak | OneStream, Inc. | Ken Hohenstein Chief Revenue Officer | $431k 20,000 shares | -2% |
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.