Welcome to our dedicated page for The Oncology Institute SEC filings (Ticker: TOIIW), 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, Inc. filings document a public oncology-care company with Nasdaq-listed common stock under TOI and redeemable warrants under TOIIW. The warrant security is disclosed as exercisable, in whole-warrant form, for one share of common stock at an exercise price of $11.50 per share.
Recent Form 8-K reports furnish results of operations and financial-condition updates and record board-related governance events. Definitive proxy materials cover annual meeting procedures, shareholder voting matters and board governance for the company.
TOI reports a Form 144 notice for the potential sale of 23,452 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on NASDAQ, with an aggregate market value of $146,575.00. The shares are shown as acquired on 07/14/2026 via an Exercise of Stock Options from the issuer for cash.
The filing also lists recent Rule 10b5-1 sales by Yale D. Podnos: on 06/08/2026, 23,451 common shares for $126,093.70, and on 05/21/2026, 1,805 common shares for $8,068.35.
Oncology Institute, Inc. major shareholder Jorey Chernett, a more than ten percent owner, reported an open-market purchase of 15,000 shares of common stock on July 10, 2026, at a weighted average price of $5.85 per share. The purchase was executed in multiple transactions at prices ranging from $5.82 to $5.90 per share, based on the footnote disclosure. Following this transaction, Chernett directly holds 10,630,858 shares of Oncology Institute common stock.
TZOUMAKAS KIMBERLY JO reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. director Kimberly Jo Tzoumakas received a fully vested restricted stock unit (RSU) award of 17,185 shares of common stock on July 7, 2026. The grant is recorded at a price of $0.00 per share as equity compensation rather than an open-market purchase, and her directly held stake after this award is 17,185 shares.
STOLPER MARK reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. director Mark Stolper reported an equity compensation grant of 25,833 shares of Common Stock on July 7, 2026. The Form 4 classifies this as a grant or award (code A) at a stated price of $0.00 per share, reflecting a non-cash award. A footnote explains that the grant represents an RSU award that was fully vested upon grant. Following this transaction, Stolper directly owns 25,833 shares of Oncology Institute common stock.
The Oncology Institute, Inc. entered a new $75 million term loan with OrbiMed Opportunities and drew it in full, maturing in 2031. The loan bears interest at the higher of a one‑month SOFR-based rate or 3.00%, plus 5.75%.
The company used the $75 million, together with about $11 million of cash, to repay in full its $86 million 4% senior secured convertible notes due 2027 held by Deerfield. As part of the repayment, it issued Warrants for 10,025,535 shares at an initial exercise price of $8.567 per share, expiring August 9, 2027. The credit agreement includes covenants such as a minimum trailing twelve‑month net revenue of at least $700 million starting with the month ending December 31, 2027.
Oncology Institute, Inc. ten percent owner Jorey Chernett bought 18,000 shares of Common Stock in an open-market purchase. The shares were acquired on June 23, 2026 at a weighted average price of $5.02 per share, in trades ranging from $5.02 to $5.04. After this transaction, Chernett directly owns 10,615,858 shares of Oncology Institute common stock.
The Oncology Institute, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 17, 2026. Stockholders representing 75,242,437 shares of common stock, or 75.26% of the 99,982,933 shares outstanding as of the April 24, 2026 record date, were present or represented by proxy.
All eight director nominees were elected under a plurality vote standard, each receiving over 23 million votes in favor. Stockholders also ratified the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending December 31, 2026.
On a non-binding advisory basis, stockholders approved the compensation of the company’s named executive officers and indicated a preference for holding future advisory votes on executive pay every year. The company decided it will continue to hold say-on-pay votes annually until the next required frequency vote.
Morgan Stanley Smith Barney LLC submitted a Form 144 reporting the proposed sale of 23,451 shares of Common Stock on 06/08/2026 related to an exercise of stock options. The filing lists prior sales by Yale Podnos on 05/21/2026, 03/27/2026, and 03/17/2026 with specified share counts and cash amounts.
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.