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. files a range of documents with the U.S. Securities and Exchange Commission that provide detailed information about its operations, governance, and securities, including its common stock (TOI) and redeemable warrants (TOIIW). On this page, you can review those SEC filings alongside AI-generated summaries designed to clarify key points for readers.
Current reports on Form 8-K offer insight into material events affecting the company. Recent 8-K filings have addressed topics such as quarterly financial results, updates to financial guidance and longer-term outlook, changes in the composition of the Board of Directors, and the appointment of new directors and committee chairs. These filings also document press releases related to leadership changes, investor presentations, and other corporate communications.
Annual reports on Form 10-K and quarterly reports on Form 10-Q, which are referenced in the company’s press releases, contain more comprehensive discussions of risk factors, business operations, and financial statements. For a value-based oncology organization like The Oncology Institute, these periodic reports can include information about revenue sources such as patient services, dispensary activities, and capitation arrangements, as well as non-GAAP metrics like Adjusted EBITDA and Free Cash Flow that the company uses to evaluate performance.
In addition to these core filings, investors may consult proxy statements for details on director compensation and governance practices, and Forms 4 for information on insider transactions involving TOI common stock or related securities. This platform surfaces new filings as they become available from EDGAR and applies AI to highlight important sections, summarize complex disclosures, and help users navigate lengthy documents such as 10-Ks and 10-Qs.
By combining real-time access to SEC filings with AI-driven explanations, this page supports users who want to understand how The Oncology Institute describes its business, financial condition, and corporate developments in its official regulatory submissions.
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.
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.
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.
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.
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.