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. (TOI) insider activity: A Form 4 reports that the company’s Chief Medical Officer acquired common stock via restricted stock units (RSUs) that were fully vested upon grant on 11/12/2025.
The filing lists two RSU-related acquisitions at a price of $0.00 per share: 306 shares and 1,202 shares, reported as net of withholding tax obligations. Following these transactions, the reporting person beneficially owned 235,844 shares.
The Oncology Institute, Inc. (TOI) furnished an investor presentation under Item 7.01 (Regulation FD) via an 8-K. The presentation, dated November 14, 2025, is attached as Exhibit 99.1. TOI states this information is furnished, not filed, so it is not subject to Section 18 liabilities and is not incorporated by reference into Securities Act or Exchange Act filings. TOI’s securities trade on Nasdaq under TOI (common stock) and TOIIW (redeemable warrants).
The Oncology Institute, Inc. (TOI) reported Q3 2025 results with total operating revenue of $136.6 million, up from $99.9 million a year ago, driven mainly by dispensary sales. Dispensary revenue reached $75.9 million versus $48.2 million, while patient services were $60.2 million versus $49.8 million. Capitated revenue was $20.6 million versus $14.8 million.
The company posted a Q3 loss from operations of $8.1 million, improving from a $13.9 million loss, and a net loss of $16.5 million. Year‑to‑date revenue was $360.8 million with a net loss of $53.1 million. Cash and cash equivalents were $27.7 million at quarter‑end, and net cash used in operations was $27.8 million for the nine months.
TOI reduced SG&A and executed financing actions: a $20.0 million partial prepayment of its Senior Secured Convertible Notes and removal of the $40.0 million minimum cash covenant; approximately $16.5 million in gross proceeds from a private placement; and $11.8 million in aggregate gross proceeds under its at‑the‑market program, including 3.4 million shares sold in Q3. Long‑term debt was $76.2 million, and stockholders’ equity was a deficit of $12.3 million. Management concluded it has sufficient liquidity for at least one year.
The Oncology Institute, Inc. filed a current report stating that it issued a press release announcing its financial results for the three months ended September 30, 2025.
The company furnished the press release as Exhibit 99.1, which includes details about its results of operations and financial condition for the quarter, along with other financial information. The company notes that this information is being furnished rather than filed under the Exchange Act, which affects how it is treated for certain legal purposes.
The Oncology Institute (TOI) reported a third‑party cybersecurity incident affecting an external software provider that is expected to cause a brief, immaterial delay in fee‑for‑service collections. The company said there is no indication from the provider that any patient personal information was compromised, and the investigation is ongoing.
TOI is working with the provider to mitigate impacts and restore normal billing operations. The disclosure was furnished under Regulation FD.
Amendment No. 4 to Schedule 13D discloses that M33 Growth I LP, M33 Growth I GP LLC and TOI M, LLC (the Reporting Persons) amended their prior Schedule 13D to report a registered block trade executed on September 4, 2025. In that transaction M33 sold 6,018,168 shares and TOI M sold 681,832 shares of Oncology Institute, Inc. common stock at $3.09 per share. After accounting for holdings and warrants, the Reporting Persons report beneficial ownership of 9,290,838 shares, representing 9.79% of the company’s outstanding common stock based on 93,504,767 shares outstanding as of August 5, 2025. M33 LP entered a 180-day lock-up with B. Riley beginning September 4, 2025, subject to early termination if the closing price exceeds 140% of the sale price for four of five trading days. Other prior disclosures remain unchanged.
M33 Growth I L.P., M33 Growth I GP LLC and TOI M, LLC reported insider sales of common stock of Oncology Institute, Inc. (symbol shown as TOI/TOIIW) on 09/04/2025. The filing shows two sale transactions at $3.09 per share: 6,018,168 shares sold (reported with Code S) and 681,832 shares sold. After these transactions, the reporting persons are shown as beneficially owning 7,932,389 shares directly and 590,892 shares indirectly (the indirect shares are held by TOI M, LLC). The reporting entities are identified as a director and a 10% owner. The Form 4 is signed by Gabriel Ling in his capacity as managing member for the reporting entities.
Brad Hively, a director of Oncology Institute, Inc. (ticker shown as TOI), reported a sale of 20,221 shares of common stock on 08/19/2025 at a price of $4.06 per share. After the reported disposition he beneficially owned 622,980 shares in a direct capacity. The Form 4 was signed by an attorney-in-fact on 08/21/2025.
The Oncology Institute, Inc. has amended its prospectus supplement to add an at-the-market equity program allowing sales of up to $15,000,000 of its common stock through BTIG and B. Riley as sales agents. Sales may occur from time to time on Nasdaq or by block trades under mutually agreed placement notices; the company reported a last sale price of $4.11 per share on Nasdaq.
The Agents will receive up to 4.0% of gross proceeds as commissions, and the company agreed to reimburse agents for documented out-of-pocket expenses up to $75,000, with estimated offering expenses of approximately $300,000 (excluding agent compensation). Sales settle next trading day and there are no minimum sale requirements; the Agents are deemed underwriters and the company has agreed to indemnify them against certain liabilities.