KOEFOED WILLIAM A 1642337 Data last updated 2025-02-01 06:40:02 -0600 US CDT
Latest Holdings
Notice: Data summarized from Form 3,4,5 filings, which do not include holdings/transactions of investment institution(s), if any, managed by the reporter.
Non-derivative Transactions CSV download
Tips: type "code_s" to show transactions with code "S".
| Filing Date | Transaction Date | Operation Date | Original Filing | Reporter | Relation | Opr | Amounta | %(Owned)b | ‱(SO)c | Avg Prcd | Account | Type | Full Name | Code | Remain | Shares Outstanding (Million)e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-07-24 | 2024-07-24 | 3 | Koefoed William A | CHIEF FINANCIAL OFFICER | holding | 20000.0 | 0 | 0.0 | Direct | Class A Common Stock | ONESTREAM, INC. | NA | 0.0 (OS) | |||
| 2024-07-26 | 2024-07-25 | 2024-07-25 | 4 | Koefoed William A | CHIEF FINANCIAL OFFICER | dsp | 20000.0 | 100.0 | 18.85 | Direct | Class A Common Stock | ONESTREAM, INC. | code S | 0.0 | 0.0 (OS) | |
| 2024-12-17 | 2024-12-13 | 2024-12-13 | 4 | Koefoed William A | CHIEF FINANCIAL OFFICER | acq | 13765.0 | 100.0 | 4.86 | 10.65 | Direct | Class A Common Stock | ONESTREAM, INC. | code M | 13765.0 | 28.3 (OS) |
| 2024-12-17 | 2024-12-13 | 2024-12-13 | 4 | Koefoed William A | CHIEF FINANCIAL OFFICER | dsp | 13765.0 | 100.0 | 4.86 | 30.0 | Direct | Class A Common Stock | ONESTREAM, INC. | code S | 0.0
|
28.3 (OS) |
| 2025-01-17 | 2025-01-15 | 2025-01-15 | 4 | Koefoed William A | CHIEF FINANCIAL OFFICER | dsp | 10000.0 | 100.0 | 3.53 | 26.57 | Direct | Class A Common Stock | ONESTREAM, INC. | code S | 0.0 | 28.3 (OS) |
| 2025-01-17 | 2025-01-15 | 2025-01-15 | 4 | Koefoed William A | CHIEF FINANCIAL OFFICER | acq | 10000.0 | 100.0 | 3.53 | 10.65 | Direct | Class A Common Stock | ONESTREAM, INC. | code M | 10000.0 | 28.3 (OS) |
Derivative Transactions
Tips: type "code_m" to show transactions with code "M".
| Filing Date | Transaction Date | Operation Date | Original Filing | Reporter | Relation | Opr | Amounta | %(Owned)b | ‱(SO)c | Avg Prcd | Account | Type | Full Name | Code | Remain | Shares Outstanding (Million)e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-07-24 | 2024-07-24 | 3 | Koefoed William A | CHIEF FINANCIAL OFFICER | holding | 1410931.0
|
0 | 13.4 | Direct | Stock Option (Right To Buy) | ONESTREAM, INC. | NA | 0.0 (OS) | |||
| 2024-07-24 | 2024-07-24 | 3 | Koefoed William A | CHIEF FINANCIAL OFFICER | holding | 175125.0 | 0 | 0.0 | It | Common Units | ONESTREAM, INC. | NA | 0.0 (OS) | |||
| 2024-07-24 | 2024-07-24 | 3 | Koefoed William A | CHIEF FINANCIAL OFFICER | holding | 1270924.0 | 0 | 0.0 | It | Common Units | ONESTREAM, INC. | NA | 0.0 (OS) | |||
| 2024-07-26 | 2024-07-24 | 3/A | Koefoed William A | CHIEF FINANCIAL OFFICER | holding | 904242.0
|
0 | 15.46 | Direct | Stock Option (Right To Buy) | ONESTREAM, INC. | NA | 0.0 (OS) | |||
| 2024-07-26 | 2024-07-24 | 3/A | Koefoed William A | CHIEF FINANCIAL OFFICER | holding | 175125.0 | 0 | 0.0 | It | Common Units | ONESTREAM, INC. | NA | 0.0 (OS) | |||
| 2024-07-26 | 2024-07-24 | 3/A | Koefoed William A | CHIEF FINANCIAL OFFICER | holding | 1270924.0 | 0 | 0.0 | It | Common Units | ONESTREAM, INC. | NA | 0.0 (OS) | |||
| 2024-12-17 | 2024-12-13 | 2024-12-13 | 4 | Koefoed William A | CHIEF FINANCIAL OFFICER | dsp | 13765.0 | 3.06 | 4.86 | 10.65 | Direct | Stock Option (Right To Buy) | ONESTREAM, INC. | code M | 435685.0
|
28.3 (OS) |
| 2025-01-17 | 2025-01-15 | 2025-01-15 | 4 | Koefoed William A | CHIEF FINANCIAL OFFICER | dsp | 10000.0 | 3.77 | 3.53 | 10.65 | Direct | Stock Option (Right To Buy) | ONESTREAM, INC. | code M | 255481.0 | 28.3 (OS) |
a Sum of same type of securities in the form
b Relative to reporter's shares owned before (disposition) or after (acquisition) operation
c Relative to issuer's shares outstanding (1/10000)
d Average price for securities of the same type. Check the original form for detailed prices of multiple transactions
e Documented shares outstanding closest to the transaction date
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