Data spanning the past 90 days through December 17, 2025 reveals that OneStream's three principal insider shareholders consist of Chief Revenue Officer Ken Hohenstein (990.96K shares), CEO And President Thomas Anthony Shea (469.24K shares), Chief Financial Officer William A Koefoed (206.13K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Ken Hohenstein | Chief Revenue Officer | 990,961 | 12 Dec, 2025 |
| Thomas Anthony Shea | CEO And President | 469,244 | 12 Dec, 2025 |
| Craig Colby | 388,010 | 12 Jun, 2025 | |
| William A Koefoed | Chief Financial Officer | 206,127 | 16 Dec, 2025 |
| John Kinzer | 101,737 | 04 Dec, 2025 | |
| Baskar Sridharan | 21,609 | 07 Oct, 2025 | |
| Jonathan D Mariner | 15,086 | 04 Dec, 2025 | |
| Michael Burkland | 7,130 | 22 May, 2025 | |
| Kara Wilson | 7,130 | 22 May, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 15 Dec, 2025 | William A Koefoed | Class A Common Stock | D | 9,571 | $17.73 | 206,127 | D | S |
| 10 Dec, 2025 | Ken Hohenstein | Class A Common Stock | D | 6,101 | $18.38 | 990,961 | D | F |
| 10 Dec, 2025 | Thomas Anthony Shea | Class A Common Stock | D | 13,805 | $18.38 | 469,244 | D | F |
| 10 Dec, 2025 | William A Koefoed | Class A Common Stock | D | 6,285 | $18.38 | 215,698 | D | F |
| 02 Dec, 2025 | John Kinzer | Class A Common Stock | A | 94,607 | $0.00 | 101,737 | D | A |
| 02 Dec, 2025 | Jonathan D Mariner | Class A Common Stock | D | 18,423 | $20.90 | 15,086 | D | S |
| 17 Nov, 2025 | Ken Hohenstein | Class A Common Stock | A | 40,000 | $10.65 | 1,037,062 | D | M |
| 17 Nov, 2025 | Ken Hohenstein | Class A Common Stock | D | 40,000 | $20.94 | 997,062 | D | S |
| 16 Oct, 2025 | Ken Hohenstein | Class A Common Stock | A | 40,000 | $10.65 | 1,037,062 | D | M |
| 16 Oct, 2025 | Ken Hohenstein | Class A Common Stock | D | 39,510 | $16.84 | 997,552 | D | S |
| 16 Oct, 2025 | Ken Hohenstein | Class A Common Stock | D | 490 | $17.59 | 997,062 | D | S |
| 03 Oct, 2025 | Baskar Sridharan | Class A Common Stock | A | 21,609 | $0.00 | 21,609 | D | A |
| 18 Sep, 2025 | John Kinzer | Class A Common Stock | A | 30,000 | - | 30,000 | I | C |
| 19 Sep, 2025 | John Kinzer | Class A Common Stock | D | 30,000 | $20.00 | 0 | I | S |
| 16 Sep, 2025 | Ken Hohenstein | Class A Common Stock | A | 40,000 | $10.65 | 1,037,062 | D | M |
| 16 Sep, 2025 | Ken Hohenstein | Class A Common Stock | D | 40,000 | $18.69 | 997,062 | D | S |
| 15 Sep, 2025 | William A Koefoed | Class A Common Stock | D | 8,943 | $19.03 | 221,983 | D | S |
| 10 Sep, 2025 | Ken Hohenstein | Class A Common Stock | D | 6,101 | $19.79 | 997,062 | D | F |
| 10 Sep, 2025 | Thomas Anthony Shea | Class A Common Stock | D | 13,805 | $19.79 | 483,049 | D | F |
| 10 Sep, 2025 | William A Koefoed | Class A Common Stock | D | 6,913 | $19.79 | 230,926 | D | F |