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DFP Holdings Ltd SEC Filings

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Welcome to our dedicated page for DFP Holdings SEC filings (Ticker: DFPH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on DFP Holdings's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into DFP Holdings's regulatory disclosures and financial reporting.

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Oncology Institute, Inc. disclosed that 10% owner Jorey Chernett made three open-market purchases of Common Stock, totaling 398,985 shares, at reported weighted average prices of about $2.92–$3.42 per share. Following these transactions, he directly owns 10,251,929 shares. The footnotes explain that each reported price is a weighted average for multiple trades within specified intraday price ranges.

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Rhea-AI Summary

Oncology Institute, Inc. disclosed that 10% owner Jorey Chernett made three open-market purchases of Common Stock, totaling 398,985 shares, at reported weighted average prices of about $2.92–$3.42 per share. Following these transactions, he directly owns 10,251,929 shares. The footnotes explain that each reported price is a weighted average for multiple trades within specified intraday price ranges.

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Rhea-AI Summary

Oncology Institute, Inc. filed an initial insider ownership report showing that major shareholder Jorey Chernett beneficially owns 9,852,944 shares of the company’s common stock. These shares are reported as held directly, reflecting an existing position rather than a new purchase or sale.

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Rhea-AI Summary

Oncology Institute, Inc. filed an initial insider ownership report showing that major shareholder Jorey Chernett beneficially owns 9,852,944 shares of the company’s common stock. These shares are reported as held directly, reflecting an existing position rather than a new purchase or sale.

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Rhea-AI Summary

Oncology Institute, Inc. amendment to a Schedule 13G reports that Jorey Chernett beneficially owned 10,115,944 shares of Common Stock as of the close of business on March 13, 2026, representing 10.23% of outstanding shares. The filing cites 98,839,144 Shares outstanding as of March 5, 2026 per the company’s Annual Report on Form 10-K filed March 12, 2026. The cover page shows the Reporting Person has sole voting and dispositive power over the 10,115,944 shares. The amendment is signed by Jorey Chernett on March 16, 2026.

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Rhea-AI Summary

Oncology Institute, Inc. amendment to a Schedule 13G reports that Jorey Chernett beneficially owned 10,115,944 shares of Common Stock as of the close of business on March 13, 2026, representing 10.23% of outstanding shares. The filing cites 98,839,144 Shares outstanding as of March 5, 2026 per the company’s Annual Report on Form 10-K filed March 12, 2026. The cover page shows the Reporting Person has sole voting and dispositive power over the 10,115,944 shares. The amendment is signed by Jorey Chernett on March 16, 2026.

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Rhea-AI Summary

The Oncology Institute, Inc. filed a current report to make investors aware of a new investor presentation. The company plans to use this presentation in meetings with investors to explain its business and outlook. The presentation is included as Exhibit 99.1 and is dated March 13, 2026.

The material in the investor presentation is being furnished under Regulation FD, which means it is provided for information purposes and is not treated as filed financial statements. The company’s common stock trades on the Nasdaq Stock Market under the symbol TOI, and its redeemable warrants trade under the symbol TOIIW.

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Rhea-AI Summary

The Oncology Institute, Inc. outlines its value-based oncology business, growth strategy and key risks in its annual report for the year ended December 31, 2025. The company reports a net loss of $60,606,000 and a loss from operations of $36,083,000 as it continues investing in expansion.

TOI operates 65 affiliated clinics across five states, supported by 116 providers and a broader network of independent practices, managing oncology care for about 2.0 million patients under value-based agreements. In 2025, more than 46% of revenue came from value-based contracts and about 16% from capitated arrangements where TOI bears medical cost risk.

The report describes a differentiated model focused on evidence-based, community oncology care, full-delegation managed care contracts, specialty pharmacy, and clinical trials. TOI highlights significant regulatory, reimbursement, competition, and execution risks, and acknowledges a history of net losses as it pursues rapid growth through new markets, acquisitions and de novo clinics.

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Rhea-AI Summary

The Oncology Institute, Inc. outlines its value-based oncology business, growth strategy and key risks in its annual report for the year ended December 31, 2025. The company reports a net loss of $60,606,000 and a loss from operations of $36,083,000 as it continues investing in expansion.

TOI operates 65 affiliated clinics across five states, supported by 116 providers and a broader network of independent practices, managing oncology care for about 2.0 million patients under value-based agreements. In 2025, more than 46% of revenue came from value-based contracts and about 16% from capitated arrangements where TOI bears medical cost risk.

The report describes a differentiated model focused on evidence-based, community oncology care, full-delegation managed care contracts, specialty pharmacy, and clinical trials. TOI highlights significant regulatory, reimbursement, competition, and execution risks, and acknowledges a history of net losses as it pursues rapid growth through new markets, acquisitions and de novo clinics.

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Rhea-AI Summary

The Oncology Institute, Inc. reported strong growth but continued losses for 2025. Total revenue rose to $502.7 million from $393.4 million, driven mainly by specialty pharmacy revenue of $269.2 million and patient services revenue of $229.0 million. The company’s net loss narrowed slightly to $60.6 million from $64.7 million, while Adjusted EBITDA improved to a loss of $12.4 million from a loss of $35.7 million.

In the fourth quarter, revenue increased to $142.0 million from $100.3 million, and net loss improved to $7.5 million from $13.2 million, with Adjusted EBITDA turning slightly positive at $0.1 million. For 2026, the company guides to revenue of $630–$650 million, gross profit of $97–$107 million, Adjusted EBITDA of $0–$9 million and Free Cash Flow between $(15) million and $5 million, and expects about $150 million of capitated revenue as it expands its value-based care model.

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Rhea-AI Summary

The Oncology Institute, Inc. reported strong growth but continued losses for 2025. Total revenue rose to $502.7 million from $393.4 million, driven mainly by specialty pharmacy revenue of $269.2 million and patient services revenue of $229.0 million. The company’s net loss narrowed slightly to $60.6 million from $64.7 million, while Adjusted EBITDA improved to a loss of $12.4 million from a loss of $35.7 million.

In the fourth quarter, revenue increased to $142.0 million from $100.3 million, and net loss improved to $7.5 million from $13.2 million, with Adjusted EBITDA turning slightly positive at $0.1 million. For 2026, the company guides to revenue of $630–$650 million, gross profit of $97–$107 million, Adjusted EBITDA of $0–$9 million and Free Cash Flow between $(15) million and $5 million, and expects about $150 million of capitated revenue as it expands its value-based care model.

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Rhea-AI Summary

The Oncology Institute, Inc. appointed Kimberly (Kim) Tzoumakas to its Board of Directors, effective February 23, 2026, filling a board vacancy by unanimous written consent. The board’s nominating committee determined she meets Nasdaq independence requirements and brings relevant expertise in oncology, pharmacy services and healthcare operations.

Her term runs until the next annual meeting of stockholders, when she is expected to be nominated as part of management’s slate. Under the company’s non-employee director compensation program, she will receive $75,000 per year, paid quarterly, and future restricted stock unit awards. The company also issued a press release, furnished as Exhibit 99.1.

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Rhea-AI Summary

The Oncology Institute, Inc. appointed Kimberly (Kim) Tzoumakas to its Board of Directors, effective February 23, 2026, filling a board vacancy by unanimous written consent. The board’s nominating committee determined she meets Nasdaq independence requirements and brings relevant expertise in oncology, pharmacy services and healthcare operations.

Her term runs until the next annual meeting of stockholders, when she is expected to be nominated as part of management’s slate. Under the company’s non-employee director compensation program, she will receive $75,000 per year, paid quarterly, and future restricted stock unit awards. The company also issued a press release, furnished as Exhibit 99.1.

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Rhea-AI Summary

Oncology Institute, Inc. reported that investor Jorey Chernett has filed a Schedule 13G disclosing a significant ownership position in the company’s common stock. Chernett beneficially owns 5,114,944 shares of common stock, representing 5.2% of the class. All of these shares are reported with sole voting and sole dispositive power, with no shared voting or dispositive authority.

The filing indicates this is a passive investment. Chernett certifies that the securities were not acquired and are not held for the purpose of changing or influencing the control of Oncology Institute, Inc., and are not held in connection with any transaction intended to have that effect. The date of the ownership event triggering the filing is stated as January 14, 2026.

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Oncology Institute, Inc. director Mark Stolper has filed an initial insider ownership report showing no holdings in the company’s stock. In this Form 3, he is identified as a director of Oncology Institute, Inc. (ticker TOI) and indicates that he does not beneficially own any non-derivative or derivative securities of the company as of the event date of 01/02/2026. The report is filed as a single-reporting-person filing and is signed by attorney-in-fact Mark Hueppelsheuser under a power of attorney.

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Oncology Institute, Inc. director Mark Stolper has filed an initial insider ownership report showing no holdings in the company’s stock. In this Form 3, he is identified as a director of Oncology Institute, Inc. (ticker TOI) and indicates that he does not beneficially own any non-derivative or derivative securities of the company as of the event date of 01/02/2026. The report is filed as a single-reporting-person filing and is signed by attorney-in-fact Mark Hueppelsheuser under a power of attorney.

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The Oncology Institute, Inc. reported that it has issued a press release reaffirming its 2025 financial guidance and providing a preliminary financial outlook for 2026, along with additional longer-term financial guidance. The press release is included as Exhibit 99.1 to this report and is incorporated by reference.

The company states that the information under Item 2.02, including Exhibit 99.1, is being furnished rather than filed under the Exchange Act, which means it is not subject to certain liability provisions and is not automatically incorporated into other securities law filings.

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Rhea-AI Summary

The Oncology Institute, Inc. reported that it has issued a press release reaffirming its 2025 financial guidance and providing a preliminary financial outlook for 2026, along with additional longer-term financial guidance. The press release is included as Exhibit 99.1 to this report and is incorporated by reference.

The company states that the information under Item 2.02, including Exhibit 99.1, is being furnished rather than filed under the Exchange Act, which means it is not subject to certain liability provisions and is not automatically incorporated into other securities law filings.

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FAQ

How many DFP Holdings (DFPH) SEC filings are available on StockTitan?

StockTitan tracks 113 SEC filings for DFP Holdings (DFPH), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for DFP Holdings (DFPH)?

The most recent SEC filing for DFP Holdings (DFPH) was filed on March 17, 2026.