William A Koefoed
CIK 1642337 · Chief Financial Officer · last filed 2025-12-16
William A Koefoed is a Chief Financial Officer who has filed 18 SEC Form 4 insider transactions across 2 companies since 2015. The most recent filing shows the insider sold $169.7K of OS on Dec 16, 2025. Across all open-market trades the lifetime net is −$4.1M, making them a net seller over the disclosed history.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$0
2
18
-$4.06M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| OneStream, Inc. (OS) Delisted | Chief Financial Officer | 206,127 | $24.00 | $4.95M | -$4.10M | 14 | 2025-12-16 |
| BANK OF THE OZARKS INC (OZRK) Delisted | Director | 3,578 | — | — | $41.8K | 4 | 2017-05-09 |
Recent Filings
18 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-12-16 | OneStream, Inc. (OS) Delisted | Sell (S) | −9,571 | -$169.7K | EDGAR |
| 2025-12-12 | OneStream, Inc. (OS) Delisted | Tax (F) | −6,285 | -$115.5K | EDGAR |
| 2025-09-16 | OneStream, Inc. (OS) Delisted | Sell (S) | −8,943 | -$170.2K | EDGAR |
| 2025-09-12 | OneStream, Inc. (OS) Delisted | Tax (F) | −6,913 | -$136.8K | EDGAR |
| 2025-07-28 | OneStream, Inc. (OS) Delisted | Mixed | — | -$358.8K | EDGAR |
| 2025-06-27 | OneStream, Inc. (OS) Delisted | Mixed | — | -$403.0K | EDGAR |
| 2025-06-18 | OneStream, Inc. (OS) Delisted | Sell (S) | −9,354 | -$261.0K | EDGAR |
| 2025-06-12 | OneStream, Inc. (OS) Delisted | Sell (S) | −6,501 | -$183.5K | EDGAR |
| 2025-05-29 | OneStream, Inc. (OS) Delisted | Mixed | — | -$452.8K | EDGAR |
| 2025-03-12 | OneStream, Inc. (OS) Delisted | Grant (A) | +253,694 | $0 | EDGAR |