Koefoed William A — SEC Form 4 filings
SEC reporting owner CIK 1642337. 15 Form 4 filings on record with FilingPulse; latest filed 2026-01-05.
Transaction summary — filings shown
Covers all 15 filings on record, filed 2024-07-26 to 2026-01-05. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 12 legs across 11 filings — 163,134 shares, $4,103,646 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 16.
- Largest priced transaction: sale of 25,000 shares @ $28.76 ($719,000) in OneStream, Inc., filed 2025-05-29.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| OneStream, Inc. (OS) | — | 15 | — | 12 legs · 163,134 sh · $4,103,646 | 16 |
Form 4 filings — Koefoed William A
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-01-05 | 4 | OneStream, Inc. (OS) | Holdings only — no transactions reported | EDGAR |
| 2025-12-16 | 4 | OneStream, Inc. (OS) | Sale (S): 9,571 @ $17.73 | EDGAR |
| 2025-12-12 | 4 | OneStream, Inc. (OS) | Tax withholding (F): 6,285 @ $18.38 | EDGAR |
| 2025-09-16 | 4 | OneStream, Inc. (OS) | Sale (S): 8,943 @ $19.03 | EDGAR |
| 2025-09-12 | 4 | OneStream, Inc. (OS) | Tax withholding (F): 6,913 @ $19.79 | EDGAR |
| 2025-07-28 | 4 | OneStream, Inc. (OS) | Option exercise (M): 25,000 @ $10.65 · Sale (S): 25,000 @ $25 · Option exercise (M): 25,000 (derivative) @ $0 | EDGAR |
| 2025-06-27 | 4 | OneStream, Inc. (OS) | Option exercise (M): 25,000 @ $10.65 · Sale (S): 25,000 @ $26.77 · Option exercise (M): 25,000 (derivative) @ $0 | EDGAR |
| 2025-06-18 | 4 | OneStream, Inc. (OS) | Sale (S): 9,354 @ $27.90 | EDGAR |
| 2025-06-12 | 4 | OneStream, Inc. (OS) | Sale (S): 6,501 @ $28.23 | EDGAR |
| 2025-05-29 | 4 | OneStream, Inc. (OS) | Option exercise (M): 25,000 @ $10.65 · Sale (S): 25,000 @ $28.76 · Option exercise (M): 25,000 (derivative) @ $0 | EDGAR |
| 2025-03-12 | 4 | OneStream, Inc. (OS) | Grant/award (A): 253,694 @ $0 | EDGAR |
| 2025-02-20 | 4 | OneStream, Inc. (OS) | Option exercise (M): 10,000 @ $10.65 · Sale (S): 10,000 @ $25.04 · Option exercise (M): 10,000 (derivative) @ $0 | EDGAR |
| 2025-01-17 | 4 | OneStream, Inc. (OS) | Option exercise (M): 10,000 @ $10.65 · Sale (S): 10,000 @ $26.57 · Option exercise (M): 10,000 (derivative) @ $0 | EDGAR |
| 2024-12-17 | 4 | OneStream, Inc. (OS) | Option exercise (M): 13,765 @ $10.65 · Sale (S): 7,569 @ $29.57 · Sale (S): 6,196 @ $30.52 · Option exercise (M): 10,000 (derivative) @ $0 · Option exercise (M): 3,765 (derivative) @ $0 | EDGAR |
| 2024-07-26 | 4 | OneStream, Inc. (OS) | Sale (S): 20,000 @ $18.85 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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