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.
M33 Growth I LP and related funds reduced their stake in The Oncology Institute, Inc. through open market sales and now report ownership below 5% of the company’s common stock. Between May 8 and May 14, 2026, M33 LP sold a total of 1,800,000 shares on Nasdaq at prices around $4 per share.
After these transactions, the reporting persons collectively report beneficial ownership of 5,002,656 shares of common stock, including 1,358,449 shares issuable upon exercise of warrants with a $1.1980 per share exercise price, representing 4.94% of the class based on 99,982,933 shares outstanding as of April 30, 2026. TOI M, LLC now reports no beneficial ownership following an earlier distribution of shares.
The Oncology Institute, Inc. reported strong first-quarter 2026 results with total operating revenue of $147.4 million, a 41% increase from the prior-year quarter, driven by capitated revenue growth and record performance in its pharmacy business.
Net loss narrowed sharply to $2.5 million from $19.6 million, and Adjusted EBITDA improved to negative $2.4 million from negative $5.1 million. Free Cash Flow was negative $2.4 million, better than negative $4.0 million a year earlier. Cash and cash equivalents were $30.3 million as of March 31, 2026.
For full-year 2026, the company reaffirmed guidance for revenue of $630–$650 million, gross profit of $97–$107 million, and Adjusted EBITDA of $0–$9 million, while raising Free Cash Flow guidance to $5–$15 million. It expects about $150 million in capitated revenue in 2026 and Q2 2026 Adjusted EBITDA between negative $1 million and positive $1 million.
The Oncology Institute, Inc. reported total revenue of $147.4 million for the three months ended March 31, 2026, up from $104.4 million a year earlier, driven mainly by growth in specialty pharmacy and patient services.
The company posted a net loss of $2.5 million, a significant improvement from a $19.6 million loss in the prior-year quarter, with net loss per share narrowing to $0.02 from $0.21. Operating cash outflow was $2.2 million, and cash and cash equivalents were $30.3 million as of March 31, 2026. Long-term debt, primarily a senior secured convertible note, stood at $78.6 million net, while stockholders’ deficit was $16.3 million.
Management evaluated liquidity and, despite the accumulated deficit of $273.9 million, concluded the company has sufficient resources to fund operations for at least one year from issuance of these financial statements.
The Oncology Institute, Inc. has called a virtual annual stockholder meeting for June 17, 2026 at 11:00 a.m. Pacific Time, accessible via webcast at www.proxydocs.com/TOI. Stockholders of record as of April 24, 2026, representing 99,982,933 common shares, may vote.
Investors are being asked to elect eight directors, ratify BDO USA, P.C. as independent auditor for the year ending December 31, 2026, approve on an advisory basis executive compensation, and select the preferred frequency of future say-on-pay votes, with the Board recommending annual votes. The Board highlights a majority of independent directors, separated Chair and CEO roles, and standard board committees overseeing audit, compensation, governance and healthcare compliance. The proxy also details 2025 executive pay packages combining salary, performance-based cash bonuses tied to revenue, gross profit and Adjusted EBITDA, and time-vested equity awards.
Oncology Institute, Inc. filed a Form 4 for Chief Administrative Officer Kristin England that shows no reportable insider trades during the period covered. The filing lists zero purchases, zero sales, zero derivative exercises, and no gifts, tax withholdings, or restructuring-related transfers.
Oncology Institute, Inc. insider Jeffrey Langsam, the company’s Chief Clinical Officer, filed a Form 4 reporting his status as an officer but no transactions in company securities. The provided data show no purchases, sales, exercises, gifts, or other changes in his reported holdings.
Oncology Institute, Inc. director Mohit Kaushal reported open-market sales of 95,719 shares of Common Stock. He sold 57,286 shares on April 14, 2026 at a volume-weighted average price of $3.5017 per share and 38,433 shares on April 16, 2026 at a volume-weighted average price of $3.5005 per share.
These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 16, 2025. Following the reported sales, Kaushal directly holds 172,583 shares of Oncology Institute common stock.
Oncology Institute, Inc. ten percent owner Jorey Chernett reported an open-market purchase of common stock. On April 9, 2026, Chernett bought 20,000 shares at $3.10 per share. After this purchase, Chernett directly owned 10,499,358 common shares.