Welcome to our dedicated page for The Oncology Institute SEC filings (Ticker: TOI), 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.
This page compiles U.S. Securities and Exchange Commission (SEC) filings for The Oncology Institute, Inc. (NASDAQ: TOI), a company focused on value-based community oncology care. Through these filings, investors can review how TOI reports its financial condition, operating results, governance changes, and certain risk factors as it delivers oncology services through clinics and affiliate locations across multiple states.
Current reports on Form 8-K provide timely disclosures about material events affecting TOI. Recent 8-K filings have covered topics such as reaffirming financial guidance and providing preliminary outlook, reporting quarterly financial results, announcing changes to the Board of Directors, and describing a cybersecurity incident affecting an information technology software provider. These filings also note the company’s Nasdaq listings for common stock under the symbol TOI and redeemable warrants under TOIIW, and they identify TOI as an emerging growth company in certain instances.
Investors looking for annual reports on Form 10-K and quarterly reports on Form 10-Q can use this page to access documents that include audited or reviewed financial statements, management’s discussion and analysis, and detailed risk factor sections. TOI’s public communications reference its Form 10-K for information on risk factors and other disclosures, which are important for understanding the context around its value-based oncology business, participation in CMS models, and use of non-GAAP metrics such as Adjusted EBITDA and Free Cash Flow.
In addition to core financial filings, this page can surface proxy statements and other governance-related documents, which describe director compensation programs, committee roles, and independence determinations, as reflected in filings related to board appointments. Filings related to non-GAAP measures also explain how TOI reconciles metrics like Adjusted EBITDA and Free Cash Flow to the most comparable GAAP measures and outline the types of adjustments used.
Stock Titan’s platform enhances these SEC filings with AI-powered summaries that highlight key points from lengthy documents. Users can quickly identify major changes in outlook, capital structure, or governance without reading every page. Real-time updates from EDGAR ensure that new 8-K, 10-Q, 10-K, and other filings for TOI appear promptly, while AI-generated explanations help clarify complex accounting adjustments, non-GAAP reconciliations, and the implications of items such as cybersecurity disclosures or changes in board composition.
Langsam Jeffrey reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. reported that its Chief Clinical Officer, Jeffrey Langsam, received a grant of 70,270 shares of common stock in the form of restricted stock units. These RSUs were granted at no cash cost per share and increase his direct holdings to 127,650 shares after the award.
The footnote explains that one quarter of the RSUs will vest on the first anniversary of the Vesting Commencement Date, with the remaining units vesting in three equal annual installments on each of the next three anniversaries. All RSUs are subject to continued service with the company through the respective vesting dates.
England Kristin reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. reported that Chief Administrative Officer Kristin England received a grant of 55,743 shares of common stock in the form of restricted stock units (RSUs) at no cash cost. Following this award, she directly holds 153,780 shares of the company’s common stock.
The RSUs vest over four years, with one quarter vesting on the first anniversary of the vesting commencement date and the remaining three quarters vesting in equal annual installments on each of the next three anniversaries, subject to her continued service with the company.
Podnos Yale reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. reported that its Chief Medical Officer, Yale Podnos, received a grant of 66,446 shares of common stock on March 27, 2026 at no cost as part of a restricted stock unit (RSU) award. According to the terms, one quarter of the RSUs vest on the first anniversary of the vesting commencement date, with the remaining portions vesting in three equal annual installments so that all units vest by the fourth anniversary, subject to continued service. The issuer also executed a sale of 16,173 shares at $3.07 per share to cover tax liabilities arising from the vesting of an RSU award on March 31, 2026, a mechanistic tax-related transaction rather than an open-market trade.
Carter Robert Ross reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. reported that Chief Financial Officer Robert Ross received a grant of 202,914 shares of common stock in the form of restricted stock unit (RSU) awards. The RSUs vest over four years, with one quarter vesting on the first anniversary of the vesting start date and the remainder in three equal annual installments, subject to continued service. The company also executed a sale of 20,320 shares at $3.07 per share to cover tax liabilities arising from an RSU vesting on March 31, 2026. Following these transactions, Ross directly holds 416,405 common shares.
Virnich Daniel reported acquisition or exercise transactions in this Form 4 filing.
Oncology Institute, Inc. CEO Daniel Virnich reported equity compensation activity. He received a grant of 670,608 shares of common stock as RSU awards at $0.00 per share, which vest over four years subject to continued service. Separately, the issuer executed a sale of 98,534 shares at $3.07 per share to cover tax liabilities arising from RSU vesting on March 31, 2026. After these transactions, Virnich directly holds 2,360,224 common shares.
Oncology Institute, Inc. ten percent owner Jorey Chernett reported an open-market purchase of 27,429 shares of Common Stock at a price of $2.96 per share. Following this transaction, he directly owns 10,479,358 common shares, indicating a modest increase to an already large position.
Oncology Institute, Inc. disclosed that major shareholder Jorey Chernett, a more than ten percent owner, made an open-market purchase of 50,000 shares of common stock. The shares were bought at a weighted average price of $3.15 per share, with individual trade prices ranging from $3.11 to $3.19. Following this transaction, Chernett directly owns 10,451,929 shares of Oncology Institute common stock, indicating this buy added modestly to an already large position.
Oncology Institute, Inc. major shareholder Jorey Chernett reported an open-market purchase of 125,000 shares of common stock at a weighted average price of $3.11 per share. After this buy, Chernett directly owns 10,401,929 common shares. The purchase was executed in multiple trades between $3.04 and $3.15 per share.
Oncology Institute, Inc. ten percent owner Jorey Chernett bought 25,000 shares of Common Stock in an open‑market transaction. The weighted average purchase price was about $3.35 per share, with individual trades between $3.33 and $3.35.
After this purchase, Chernett directly owns 10,276,929 Oncology Institute shares.
Oncology Institute, Inc. director Kimberly Jo Tzoumakas filed an initial Form 3, which is a required statement of beneficial ownership when someone becomes an insider. This filing does not report any transactions or derivative positions and serves only to establish her reporting status with the company.