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.
Podnos Yale reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. reported that its Chief Medical Officer, Yale Podnos, received a grant of 66,446 shares of common stock on March 27, 2026 at no cost as part of a restricted stock unit (RSU) award. According to the terms, one quarter of the RSUs vest on the first anniversary of the vesting commencement date, with the remaining portions vesting in three equal annual installments so that all units vest by the fourth anniversary, subject to continued service. The issuer also executed a sale of 16,173 shares at $3.07 per share to cover tax liabilities arising from the vesting of an RSU award on March 31, 2026, a mechanistic tax-related transaction rather than an open-market trade.
Carter Robert Ross reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. reported that Chief Financial Officer Robert Ross received a grant of 202,914 shares of common stock in the form of restricted stock unit (RSU) awards. The RSUs vest over four years, with one quarter vesting on the first anniversary of the vesting start date and the remainder in three equal annual installments, subject to continued service. The company also executed a sale of 20,320 shares at $3.07 per share to cover tax liabilities arising from an RSU vesting on March 31, 2026. Following these transactions, Ross directly holds 416,405 common shares.
Virnich Daniel reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. CEO Daniel Virnich reported equity compensation activity. He received a grant of 670,608 shares of common stock as RSU awards at $0.00 per share, which vest over four years subject to continued service. Separately, the issuer executed a sale of 98,534 shares at $3.07 per share to cover tax liabilities arising from RSU vesting on March 31, 2026. After these transactions, Virnich directly holds 2,360,224 common shares.
Oncology Institute, Inc. ten percent owner Jorey Chernett reported an open-market purchase of 27,429 shares of Common Stock at a price of $2.96 per share. Following this transaction, he directly owns 10,479,358 common shares, indicating a modest increase to an already large position.
Oncology Institute, Inc. ten percent owner Jorey Chernett bought 25,000 shares of Common Stock in an open‑market transaction. The weighted average purchase price was about $3.35 per share, with individual trades between $3.33 and $3.35.
After this purchase, Chernett directly owns 10,276,929 Oncology Institute shares.
Oncology Institute, Inc. director Kimberly Jo Tzoumakas filed an initial Form 3, which is a required statement of beneficial ownership when someone becomes an insider. This filing does not report any transactions or derivative positions and serves only to establish her reporting status with the company.
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.
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.
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.
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.