Welcome to our dedicated page for The Oncology Institute SEC filings (Ticker: TOI), 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.
This page compiles U.S. Securities and Exchange Commission (SEC) filings for The Oncology Institute, Inc. (NASDAQ: TOI), a company focused on value-based community oncology care. Through these filings, investors can review how TOI reports its financial condition, operating results, governance changes, and certain risk factors as it delivers oncology services through clinics and affiliate locations across multiple states.
Current reports on Form 8-K provide timely disclosures about material events affecting TOI. Recent 8-K filings have covered topics such as reaffirming financial guidance and providing preliminary outlook, reporting quarterly financial results, announcing changes to the Board of Directors, and describing a cybersecurity incident affecting an information technology software provider. These filings also note the company’s Nasdaq listings for common stock under the symbol TOI and redeemable warrants under TOIIW, and they identify TOI as an emerging growth company in certain instances.
Investors looking for annual reports on Form 10-K and quarterly reports on Form 10-Q can use this page to access documents that include audited or reviewed financial statements, management’s discussion and analysis, and detailed risk factor sections. TOI’s public communications reference its Form 10-K for information on risk factors and other disclosures, which are important for understanding the context around its value-based oncology business, participation in CMS models, and use of non-GAAP metrics such as Adjusted EBITDA and Free Cash Flow.
In addition to core financial filings, this page can surface proxy statements and other governance-related documents, which describe director compensation programs, committee roles, and independence determinations, as reflected in filings related to board appointments. Filings related to non-GAAP measures also explain how TOI reconciles metrics like Adjusted EBITDA and Free Cash Flow to the most comparable GAAP measures and outline the types of adjustments used.
Stock Titan’s platform enhances these SEC filings with AI-powered summaries that highlight key points from lengthy documents. Users can quickly identify major changes in outlook, capital structure, or governance without reading every page. Real-time updates from EDGAR ensure that new 8-K, 10-Q, 10-K, and other filings for TOI appear promptly, while AI-generated explanations help clarify complex accounting adjustments, non-GAAP reconciliations, and the implications of items such as cybersecurity disclosures or changes in board composition.
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.
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.
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.
The Oncology Institute, Inc. reported that its Board of Directors, by unanimous written consent, appointed Mark D. Stolper to fill a vacancy on the Board effective January 2, 2026. The Board’s Nominating and Corporate Governance Committee determined that he meets Nasdaq’s independence requirements and has the expertise to contribute effectively. He has been appointed to the Audit Committee, will serve as its Chairman, and has been designated the Audit Committee financial expert.
Mr. Stolper’s term runs until the next annual meeting of stockholders, when he is expected to be nominated as part of management’s slate. He will participate in the company’s non-employee director compensation program, receiving $75,000 per year, paid quarterly, plus restricted stock unit awards for his Board service and role as Audit Committee Chairman, to be granted at a later date. The company also issued a press release on January 5, 2026 announcing his appointment.
Oncology Institute, Inc. reported an updated insider transaction for its Chief Financial Officer, who serves as an officer of the company. On 01/02/2026, the CFO disposed of 244 shares of common stock at a price of $3.67 per share in a transaction coded "J." After this sale, the CFO beneficially owned 235,125 shares of common stock directly.
The company explains that the issuer executed this sale to cover tax liabilities arising from the vesting of a restricted stock unit (RSU) award on January 1, 2026. The filing is marked as an amendment to correct the transaction code, the number of shares sold, and the sale price from an earlier report filed on January 5, 2026.
The Oncology Institute, Inc. chief financial officer reports a small stock sale linked to taxes. On January 2, 2026, the reporting officer sold 247 shares of Oncology Institute common stock at a price of $3.56 per share. After this transaction, the officer beneficially owned 235,122 shares directly.
The filing notes that the proceeds from this sale were used to cover tax liabilities arising from the vesting of a restricted stock unit (RSU) award on January 1, 2026. This indicates the transaction was tied to compensation-related tax obligations rather than a discretionary reduction in holdings.
TOI has a shareholder planning to sell 13,333 shares of common stock under Rule 144.
The shares were acquired as restricted stock from the issuer on 11/21/2025 and are planned to be sold around 12/15/2025 through Morgan Stanley Smith Barney LLC on NASDAQ, with an aggregate market value of $50,290.74. The issuer had 98,381,340 shares of common stock outstanding.
The Oncology Institute, Inc. reported that board member Gabriel Ling resigned from its Board of Directors on November 26, 2025, with the resignation effective December 1, 2025. The company stated that Mr. Ling’s decision was not the result of any disagreement regarding its operations, policies, or practices, indicating a non-controversial departure. On December 1, 2025, the company issued a press release announcing his resignation and furnished it as an exhibit to this report.
Oncology Institute, Inc. (TOI) shareholder M33 Growth I LP filed Amendment No. 5 to its Schedule 13D to update its ownership in the company’s common stock.
The reporting persons now beneficially own 6,802,656 shares of TOI common stock, including 5,444,207 shares held by M33 Growth I LP and 1,358,449 shares issuable upon exercise of warrants with a $1.1980 per share exercise price. This represents 5.46% of TOI’s common stock, based on 98,381,340 shares outstanding as of November 6, 2025 plus the warrant shares.
On November 18, 2025, M33 Growth I LP distributed 2,488,182 shares of common stock in-kind to its limited partners, and TOI M, LLC distributed 590,892 shares in-kind to its members. Following these distributions, TOI M, LLC no longer beneficially owns any TOI common stock, while M33 Growth I LP and its general partner M33 Growth I GP LLC continue to report shared voting and dispositive power over 6,802,656 shares.
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