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.
The Oncology Institute filings document a public oncology services company with common stock and redeemable warrants listed on Nasdaq. Current reports furnish financial results, guidance updates, investor presentations, and Regulation FD materials tied to the company’s value-based community oncology model and specialty pharmacy operations.
Proxy and governance filings cover annual meeting matters, director elections, board composition, executive compensation, and stockholder voting procedures. The filing record also includes 8-K disclosures for director appointments and resignations, officer-related matters, and the registered security classes that define TOI’s public capital structure.
Chernett Jorey, a ten percent owner of Oncology Institute, Inc., reported an open-market purchase of 12,000 shares of Common Stock on June 4, 2026 at $4.75 per share. Following this transaction, Jorey directly holds 10,579,858 shares of Oncology Institute common stock.
Oncology Institute, Inc. Chief Medical Officer Yale Podnos reported an administrative share transaction involving 1,805 shares of common stock at $4.47 per share. According to a footnote, the issuer executed this sale to cover tax liabilities from the vesting of a restricted stock unit award granted on May 21, 2024. Following this transaction, Podnos directly holds 282,978 shares of common stock, indicating that the event represents a small, routine adjustment related to equity compensation rather than a discretionary market trade.
Oncology Institute, Inc. Chief Executive Officer Daniel Virnich reported an administrative equity transaction involving 23,058 shares of common stock. According to the footnote, the issuer executed a sale of these shares to cover tax liabilities arising from the vesting of a restricted stock unit (RSU) award made on May 21, 2024.
Following this tax-related transaction, Virnich directly holds 2,337,166 shares of common stock. The filing does not show any open-market buying or selling by him, but rather a routine step connected to equity compensation and associated taxes.
Oncology Institute, Inc.’s Chief Financial Officer Robert Ross reported a small administrative share transaction. The issuer sold 1,604 shares of common stock at $4.47 per share to cover tax liabilities from the vesting of an RSU award granted on May 21, 2024. After this tax-related sale, Ross directly holds 414,801 shares of common stock, indicating his overall ownership position remains largely unchanged.
The Oncology Institute, Inc. reported a material cybersecurity incident linked to a software service provider it uses. On May 20, 2026, a third-party administrator informed the company that the vendor had detected unauthorized access to certain company information systems, including systems affecting patient data.
The vendor has established a patient portal to share information and handle inquiries. The company states its technology security and continuity plan allowed operations to continue in all material respects after detection. It plans to work with the vendor to offer credit monitoring and protection to impacted patients and is reserving rights regarding potential claims against third parties.
The company’s investigation is ongoing, but as of this filing it believes the incident has not had a material impact on its operations, financial systems, financial condition, or quality of care, while it continues to evaluate any other material effects.
Oncology Institute, Inc. major shareholder Jorey Chernett reported open‑market purchases of the company’s Common Stock. He bought 5,000 shares on May 19, 2026 at $4.05 per share and 33,500 shares on May 20, 2026 at a weighted average price of $4.07 per share.
Following these transactions, Chernett directly owns 10,567,858 shares of Oncology Institute Common Stock, reflecting additional accumulation by a ten percent owner.
Oncology Institute, Inc. insider Jorey Chernett, identified as a ten percent owner, reported an open-market purchase of common stock. Chernett bought 30,000 shares on May 19, 2026 at a price of $4.09 per share. After this transaction, Chernett directly owns 10,529,358 common shares, indicating the purchase modestly increased an already large existing position.
M33 Growth I LP and related funds reduced their stake in The Oncology Institute, Inc. through open market sales and now report ownership below 5% of the company’s common stock. Between May 8 and May 14, 2026, M33 LP sold a total of 1,800,000 shares on Nasdaq at prices around $4 per share.
After these transactions, the reporting persons collectively report beneficial ownership of 5,002,656 shares of common stock, including 1,358,449 shares issuable upon exercise of warrants with a $1.1980 per share exercise price, representing 4.94% of the class based on 99,982,933 shares outstanding as of April 30, 2026. TOI M, LLC now reports no beneficial ownership following an earlier distribution of shares.
The Oncology Institute, Inc. reported strong first-quarter 2026 results with total operating revenue of $147.4 million, a 41% increase from the prior-year quarter, driven by capitated revenue growth and record performance in its pharmacy business.
Net loss narrowed sharply to $2.5 million from $19.6 million, and Adjusted EBITDA improved to negative $2.4 million from negative $5.1 million. Free Cash Flow was negative $2.4 million, better than negative $4.0 million a year earlier. Cash and cash equivalents were $30.3 million as of March 31, 2026.
For full-year 2026, the company reaffirmed guidance for revenue of $630–$650 million, gross profit of $97–$107 million, and Adjusted EBITDA of $0–$9 million, while raising Free Cash Flow guidance to $5–$15 million. It expects about $150 million in capitated revenue in 2026 and Q2 2026 Adjusted EBITDA between negative $1 million and positive $1 million.
The Oncology Institute, Inc. reported total revenue of $147.4 million for the three months ended March 31, 2026, up from $104.4 million a year earlier, driven mainly by growth in specialty pharmacy and patient services.
The company posted a net loss of $2.5 million, a significant improvement from a $19.6 million loss in the prior-year quarter, with net loss per share narrowing to $0.02 from $0.21. Operating cash outflow was $2.2 million, and cash and cash equivalents were $30.3 million as of March 31, 2026. Long-term debt, primarily a senior secured convertible note, stood at $78.6 million net, while stockholders’ deficit was $16.3 million.
Management evaluated liquidity and, despite the accumulated deficit of $273.9 million, concluded the company has sufficient resources to fund operations for at least one year from issuance of these financial statements.