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.
TOI has a shareholder planning to sell 13,333 shares of common stock under Rule 144.
The shares were acquired as restricted stock from the issuer on 11/21/2025 and are planned to be sold around 12/15/2025 through Morgan Stanley Smith Barney LLC on NASDAQ, with an aggregate market value of $50,290.74. The issuer had 98,381,340 shares of common stock outstanding.
Oncology Institute, Inc. director Gabriel Ling filed a Form 4 as a single reporting person in connection with Oncology Institute, Inc. common stock. The filing lists Ling’s role as a director of the company and shows an earliest transaction date of 12/01/2025, but the transaction tables in the excerpt do not display any specific share amounts, prices, or derivative positions.
The Oncology Institute, Inc. reported that board member Gabriel Ling resigned from its Board of Directors on November 26, 2025, with the resignation effective December 1, 2025. The company stated that Mr. Ling’s decision was not the result of any disagreement regarding its operations, policies, or practices, indicating a non-controversial departure. On December 1, 2025, the company issued a press release announcing his resignation and furnished it as an exhibit to this report.
Oncology Institute, Inc. (TOI) shareholder M33 Growth I LP filed Amendment No. 5 to its Schedule 13D to update its ownership in the company’s common stock.
The reporting persons now beneficially own 6,802,656 shares of TOI common stock, including 5,444,207 shares held by M33 Growth I LP and 1,358,449 shares issuable upon exercise of warrants with a $1.1980 per share exercise price. This represents 5.46% of TOI’s common stock, based on 98,381,340 shares outstanding as of November 6, 2025 plus the warrant shares.
On November 18, 2025, M33 Growth I LP distributed 2,488,182 shares of common stock in-kind to its limited partners, and TOI M, LLC distributed 590,892 shares in-kind to its members. Following these distributions, TOI M, LLC no longer beneficially owns any TOI common stock, while M33 Growth I LP and its general partner M33 Growth I GP LLC continue to report shared voting and dispositive power over 6,802,656 shares.
A shareholder filed a Form 144 notice to sell up to 50,000 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of $200,000. The shares relate to restricted stock acquired from the issuer in several grants between November 17, 2022 and June 14, 2024. The planned sale is listed for approximately November 18, 2025 on the NASDAQ, where about 98,381,340 shares of this class are outstanding. By signing the notice, the seller represents they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations and acknowledges that intentional misstatements can constitute a federal criminal violation.
Oncology Institute (TOI) Chief Executive Officer Daniel Virnich reported an insider equity award. The Form 4 shows 6,211 shares of common stock acquired at $0.00 on 11/12/2025, reflecting RSUs that were fully vested upon grant and settled net of withholding taxes. Following this transaction, he beneficially owned 1,793,520 shares, held directly.
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.