Koefoed William A's Form 4 filing
OneStream, Inc.OS · filed Dec 17, 2024
- Accession no.
- 0001415889-24-029688
- Filed
- Dec 17, 2024
- Trade date
- Dec 13, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 3 non-derivative transactions and 2 derivative transactions. Open-market sales total $412.9K. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Koefoed William ACIK 0001642337 | Officer (Chief Financial Officer) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Dec 13, 2024 | Class A Common Stock | MOption exerciseAcquired | +13,765 | $10.65 | +$146,597.25 | 13,765 | Direct | |
| Dec 13, 2024 | Class A Common Stock | SSaleDisposed | −7,569 | $29.57F2 | −$223,815.33 | 6,196 | Direct | |
| Dec 13, 2024 | Class A Common Stock | SSaleDisposed | −6,196 | $30.52F3 | −$189,101.92 | 0 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Dec 13, 2024 | Class A Common Stock | MOption exerciseDisposed | −10,000 | $0.00 | $0 | 265,481 | Direct | |
| Dec 13, 2024 | Class A Common Stock | MOption exerciseDisposed | −3,765 | $0.00 | $0 | 435,685 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F2
Represents the weighted average share price of an aggregate total of 7,569 shares sold in the price range of $29.09 to $30.08 by the reporting person. The Reporting Person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
Referenced by the price of 1 transaction in Table I.
- F3
Represents the weighted average share price of an aggregate total of 6,196 shares sold in the price range of $30.10 to $30.74 by the reporting person. The Reporting Person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
Referenced by the price of 1 transaction in Table I.