Subscribe

The Oncology Institute, Inc. (TOI)

USD5.79 -0.49 (-7.80%)
US NASDAQ Healthcare Medical - Care Facilities
Address 18000 Studebaker Road 90703
Cerritos, CA, US
CEO Daniel Virnich
IPO 2020-06-04
CIK 1799191 ISIN US68236X1000

Explore sections of this company profile

Also trades on NASDAQ Capital Market · TOI (USD) NASDAQ Capital Market · TOIIW (USD) NASDAQ Global Select · DFPHU (USD) New York Stock Exchange · DFPHW (USD)
Description

The Oncology Institute (TOI) is a specialized healthcare provider delivering a full range of medical oncology services throughout the United States. Its comprehensive offerings include direct physician care, integrated on-site infusion and medication dispensing facilities, and advanced clinical trial management. The institute also provides radiation therapy, specialized outpatient programs for stem cell transplants and transfusions, and robust patient support services. Furthermore, TOI is actively involved in operating palliative care initiatives and overseeing clinical trials. These services are specifically designed to meet the needs of adult and senior cancer patients. The company maintains a significant operational footprint with 67 clinic locations. The Oncology Institute was established in 2007 and is headquartered in Cerritos, California.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
DFP Healthcare Acquisitions Corp. DFPHU 2021-07-23 View
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD5.79 -0.49 (-7.80%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
0.39
Float Shares
48.84M
Free Float %
49.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.25% +6.65% +30.19% +68.49% +16.91% +12.64% +57.25% +709.61% -59.78% -58.66% -58.66%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
5.79
Low 5.00 -13.6%
Consensus 5.00 -13.6%
Median 5.00 -13.6%
High 5.00 -13.6%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
5.00
-13.6%
All Time 3
7.00
+20.9%
Quality scores
Altman Z-Score
1.98
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Care Facilities: +10.2%
    +27.8% Q1'26: +41.2% (vs Q1'25)
  • EPS growth Medical - Care Facilities: +19.2%
    +23.9% Q1'26: +90.5% (vs Q1'25)
  • FCF margin FCF growth · Medical - Care Facilities: +32.0%
    -8.4% Q1'26: -2.2% (vs Q1'25)
  • EBIT margin Medical - Care Facilities: +11.3%
    -7.2% Q1'26: -4.4% (vs Q1'25)
  • ROIC Medical - Care Facilities: +6.8%
    -66.3% Q1'26: +128.2% (vs Q1'25)
  • Share dilution Medical - Care Facilities: +0.0%
    +1,131.1% Q1'26: +1,220.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×
    -3.56× Q1'26: -1.34× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.36) × ERP
WACC = 97% × Ke + 3% × Kd (10.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 5.79
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
252.48M
est: 245.76M (+2.7%)
324.24M
est: 361.07M (-10.2%)
393.41M
est: 414.70M (-5.1%)
502.73M
est: 500.58M (+0.4%)
656.10M
645.95M – 666.24M
+31.1% YoY
822.26M
777.05M – 867.47M
+25.3% YoY
EBITDA
-67.60M
est: -41.25M (-63.9%)
-54.28M
est: -60.44M (+10.2%)
-53.83M
est: -69.42M (+22.5%)
-29.14M
est: -83.80M (+65.2%)
-109.83M
-111.53M – -108.13M
-31.1% YoY
-137.65M
-145.22M – -130.08M
-25.3% YoY
EBIT
-72.01M
est: -45.43M (-58.5%)
-60.15M
est: -66.35M (+9.3%)
-60.12M
est: -76.21M (+21.1%)
-36.08M
est: -91.99M (+60.8%)
-120.57M
-122.43M – -118.71M
-31.1% YoY
-151.11M
-159.41M – -142.80M
-25.3% YoY
Net Income
152.0K
est: -21.23M (+100.7%)
-83.07M
-64.66M
est: -333.45M (+80.6%)
-60.61M
est: -542.79M (+88.8%)
-143.29M
-143.60M – -142.98M
+73.6% YoY
-69.47M
-72.66M – -66.28M
+51.5% YoY
SGA
est: 10.98M (-100.0%)
est: 15.16M (-100.0%)
est: 17.42M (-100.0%)
105.57M
est: 21.02M (+402.1%)
27.56M
27.13M – 27.98M
+31.1% YoY
34.54M
32.64M – 36.43M
+25.3% YoY
EPS
0.00
est: -0.28 (+100.3%)
-0.92
-0.71
est: -0.36 (-97.2%)
-0.54
est: -0.59 (+8.1%)
-0.16
-0.16 – -0.15
+73.6% YoY
-0.08
-0.08 – -0.07
+51.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-15.01M
OE per share TTM
-0.02
Owner's Yield
-0.36%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
7.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
23
Total invested
9.77M
Insider transactions (90d)
2
Beneficial owners (>5%)
32
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Havencrest Healthcare Partners GP, LLC 15.66M 21.00% 15.66M 15.66M OO 2022-07-11
2 Havencrest Healthcare Partners, L.P. 15.66M 21.00% 15.66M 15.66M PN 2022-07-11
3 TOI HC I, LLC 15.66M 21.00% 15.66M 15.66M OO 2022-07-11
4 Growth I GP LLC 13.70M 18.70% 13.70M 10.00 OO Delaware 2021-11-22
5 Growth I LP 13.70M 18.70% 13.70M 10.00 PN Delaware 2021-11-22
6 M33 Growth I GP LLC 13.70M 18.60% 13.70M 10.00 OO Delaware 2022-09-26
7 M33 Growth I LP 13.70M 18.60% 13.70M 10.00 PN Delaware 2022-09-26
8 Abigail P. Johnson 12.00M 12.47% 12.00M IN Delaware 2021-12-10
9 FMR LLC 12.00M 12.47% 2.16M 12.00M HC Delaware 2021-12-10
10 Deerfield Management Company, L.P. 10.46M 36.38% 10.46M 10.00 PN Delaware 2020-03-23
11 James E. Flynn 10.46M 36.38% 10.46M 10.00 IN United States of America 2020-03-23
12 Richy Agajanian 8.15M 10.93% 7.64M 506.9K 7.64M IN United States 2021-11-26
13 Deerfield Mgmt IV, L.P. 7.86M 27.34% 7.86M 10.00 PN Delaware 2020-03-23
14 Deerfield Partners, L.P. 7.86M 27.34% 7.86M 10.00 PN Delaware 2020-03-23
15 Deerfield Private Design Fund IV, L.P. 7.86M 27.34% 7.86M 10.00 PN Delaware 2020-03-23
16 Jimmy Holdings, Inc. 7.64M 10.20% 7.64M 7.64M CO United States 2021-11-26
17 DFP Sponsor LLP 5.36M 18.64% 5.36M 10.00 OO Delaware 2020-03-23
18 Daniel Murillo 4.63M 6.20% 4.63M IN Delaware 2021-11-24
19 FOG Ventures Investments, LLC 4.63M 6.20% 4.63M OO Delaware 2021-11-24
20 M, LLC 1.55M 2.10% 1.55M 1.55M 10.00 OO Delaware 2021-11-22
21 TOI M, LLC 1.55M 2.10% 1.55M 1.55M 10.00 OO Delaware 2022-09-26
22 Lawrence M. Feis 1.46M 6.35% 1.46M 1.46M IN Illinois 2021-11-09
23 Anthony A. Yoseloff 1.44M 6.26% 1.44M IN 2021-02-11
24 Davidson Kempner Capital Management LP 1.44M 6.26% 1.44M PN 2021-02-11
25 Davidson Kempner International, Ltd. 605.0K 2.63% 605.0K CO 2021-02-11
26 Davidson Kempner Institutional Partners, L.P. 566.6K 2.46% 566.6K PN 2021-02-11
27 Davidson Kempner Partners 225.0K 1.11% 225.0K PN 2021-02-11
28 Park West Asset Management LLC 62.2K 0.30% 62.2K IA Delaware 2022-02-14
29 Peter S. Park 62.2K 0.30% 62.2K IN Delaware 2022-02-14
30 Park West Investors Master Fund, Limited 56.7K 0.20% 56.7K CO Delaware 2022-02-14
31 M. H. Davidson & Co. 13.5K 0.06% 13.5K PN 2021-02-11
32 2. 10.00 6.30% 1.46M IA, HC, OO Delaware 2021-08-23

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
23
-99 vs prev Q
New positions
4
Closed positions
97
Increased
12
Reduced
5
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 NVERSES CAPITAL, LLC 31.6K +31.6K (+100.0%) 112.48M +112.5M (+100.0%) 0.00% +0.003 pp 0.25% +0.252 pp USD3.56 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 4.75M +203.4K (+4.5%) 16.91M +1.0M (+6.6%) 0.49% -0.001 pp 0.00% +0.000 pp USD3.75 -5.1% 17 qtrs
3 BLACKROCK, INC. 3.91M +470.5K (+13.7%) 13.90M +1.9M (+16.0%) 0.40% +0.032 pp 0.00% +0.000 pp USD2.17 +64.1% 6 qtrs
4 DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 3.36M +— (+0.0%) 11.96M +235.2K (+2.0%) 0.34% -0.016 pp 0.15% -0.026 pp USD9.63 -63.0% 17 qtrs
5 CENTERBOOK PARTNERS LP 3.03M +324.7K (+12.0%) 10.78M +1.3M (+14.3%) 0.31% +0.021 pp 0.53% +0.061 pp USD3.16 +12.7% 3 qtrs
6 KANEN WEALTH MANAGEMENT LLC 2.98M +1.1M (+61.6%) 10.71M +4.3M (+66.8%) 0.31% +0.108 pp 3.25% +1.106 pp USD3.52 +1.1% 2 qtrs
7 BALYASNY ASSET MANAGEMENT L.P. 2.52M +100.0 (+0.0%) 8.97M +176.6K (+2.0%) 0.26% -0.012 pp 0.01% +0.000 pp USD1.69 +110.7% 10 qtrs
8 JOSH ARNOLD INVESTMENT CONSULTANT, LLC 2.46M +2.3M (+1,104.3%) 8.76M +8.0M (+1,128.5%) 0.25% +0.230 pp 6.53% +5.958 pp USD3.37 +5.6% 4 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 1.57M +168.5K (+12.0%) 5.59M +698.8K (+14.3%) 0.16% +0.011 pp 0.00% +0.000 pp USD2.72 +30.9% 17 qtrs
10 WEXFORD CAPITAL LP 1.53M -37.6K (-2.4%) 5.46M -23.9K (-0.4%) 0.16% -0.011 pp 1.05% +0.265 pp USD2.46 +44.7% 3 qtrs
11 STATE STREET CORP 1.35M +221.6K (+19.6%) 4.81M +868.0K (+22.0%) 0.14% +0.017 pp 0.00% +0.000 pp USD2.92 +21.9% 16 qtrs
12 RENAISSANCE TECHNOLOGIES LLC 721.9K -28.6K (-3.8%) 2.57M -49.3K (-1.9%) 0.07% -0.007 pp 0.00% +0.001 pp USD2.21 +61.1% 12 qtrs
13 B. RILEY FINANCIAL, INC. 663.4K -148.2K (-18.3%) 2.36M -470.7K (-16.6%) 0.07% -0.019 pp 1.01% -0.906 pp USD2.50 +42.4% 4 qtrs
14 GOLDMAN SACHS GROUP INC 570.4K -111.2K (-16.3%) 2.03M -348.2K (-14.6%) 0.06% -0.015 pp 0.00% +0.000 pp USD3.01 +18.3% 4 qtrs
15 NORTHERN TRUST CORP 499.2K +34.6K (+7.4%) 1.78M +155.5K (+9.6%) 0.05% +0.001 pp 0.00% +0.000 pp USD2.54 +40.2% 16 qtrs
16 CITADEL ADVISORS LLC 450.3K +369.9K (+460.1%) 1.60M +1.3M (+471.3%) 0.05% +0.038 pp 0.00% +0.000 pp USD3.55 +0.3% 2 qtrs
17 MASSAR CAPITAL MANAGEMENT, LP 400.0K +— (+0.0%) 1.42M +28.0K (+2.0%) 0.04% -0.002 pp 0.15% -0.031 pp USD1.82 +95.6% 4 qtrs
18 JPMORGAN CHASE & CO 386.8K +362.3K (+1,483.3%) 1.38M +1.3M (+1,515.0%) 0.04% +0.037 pp 0.00% +0.000 pp USD3.46 +2.9% 17 qtrs
19 FOURWORLD CAPITAL MANAGEMENT LLC 382.7K +24.7K (+6.9%) 1.36M +113.0K (+9.0%) 0.04% +0.001 pp 1.10% -0.868 pp USD1.83 +94.5% 8 qtrs
20 FREEGULLIVER LLC 355.7K +145.7K (+69.4%) 1.27M +533.3K (+72.8%) 0.04% +0.014 pp 0.47% +0.139 pp USD1.90 +87.4% 9 qtrs
21 JANE STREET GROUP, LLC 326.0K +194.1K (+147.2%) 1.16M +700.2K (+152.1%) 0.03% +0.019 pp 0.00% +0.000 pp USD3.53 +0.8% 2 qtrs
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 295.2K +295.2K (+100.0%) 1.05M +1.1M (+100.0%) 0.03% +0.030 pp 0.00% +0.000 pp USD3.56 +0.0% 7 qtrs
23 UBS GROUP AG 287.7K -768.2K (-72.8%) 1.02M -2.7M (-72.2%) 0.03% -0.084 pp 0.00% 0.000 pp USD2.90 +22.8% 5 qtrs
24 LPL FINANCIAL LLC 270.9K +3.9K (+1.5%) 964.4K +32.6K (+3.5%) 0.03% -0.001 pp 0.00% +0.000 pp USD3.49 +2.0% 2 qtrs
25 TWO SIGMA INVESTMENTS, LP 262.1K -16.9K (-6.1%) 932.9K -40.7K (-4.2%) 0.03% -0.003 pp 0.00% 0.000 pp USD2.05 +73.7% 3 qtrs
26 MAVEN SECURITIES LTD 251.1K +151.1K (+151.1%) 894.0K +545.0K (+156.2%) 0.03% +0.015 pp 0.02% +0.011 pp USD3.53 +0.8% 2 qtrs
27 MOUNT LUCAS MANAGEMENT LP 250.0K +89.5K (+55.8%) 890.0K +329.9K (+58.9%) 0.03% +0.008 pp 0.36% +0.126 pp USD3.07 +16.0% 3 qtrs
28 MORGAN STANLEY 222.1K +131.0K (+144.0%) 790.5K +472.9K (+148.9%) 0.02% +0.013 pp 0.00% +0.000 pp USD2.91 +22.3% 17 qtrs
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 208.3K +20.7K (+11.1%) 741.4K +86.9K (+13.3%) 0.02% +0.001 pp 0.00% +0.000 pp USD2.48 +43.5% 3 qtrs
30 201.1K +201.1K (+100.0%) 715.9K +715.9K (+100.0%) 0.02% +0.021 pp 0.89% +0.889 pp USD3.56 +0.0% 1 qtrs NEW
31 TIFF ADVISORY SERVICES INC 195.6K -661.1K (-77.2%) 696.2K -2.3M (-76.7%) 0.02% -0.072 pp 0.12% -0.503 pp USD0.79 +350.6% 10 qtrs
32 MILLENNIUM MANAGEMENT LLC 193.1K -757.9K (-79.7%) 687.6K -2.6M (-79.3%) 0.02% -0.082 pp 0.00% -0.001 pp USD2.88 +23.6% 3 qtrs
33 EAM INVESTORS, LLC 182.5K +— (+0.0%) 649.7K +12.8K (+2.0%) 0.02% -0.001 pp 0.07% -0.001 pp USD2.05 +73.7% 3 qtrs
34 MARSHALL WACE, LLP 180.3K +155.1K (+616.5%) 641.9K +554.0K (+630.9%) 0.02% +0.016 pp 0.00% +0.001 pp USD3.35 +6.3% 3 qtrs
35 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 155.7K +155.7K (+100.0%) 554.4K +554.4K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD3.56 +0.0% 1 qtrs NEW
36 BANK OF NEW YORK MELLON CORP 138.8K +6.9K (+5.3%) 494.3K +33.9K (+7.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD1.60 +122.5% 9 qtrs
37 EXODUSPOINT CAPITAL MANAGEMENT, LP 117.3K +2.1K (+1.8%) 417.7K +15.5K (+3.8%) 0.01% 0.000 pp 0.00% -0.001 pp USD3.49 +2.0% 2 qtrs
38 SEI INVESTMENTS CO 111.6K +111.6K (+100.0%) 397.1K +397.1K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD3.56 +0.0% 1 qtrs NEW
39 STATE OF WYOMING 106.7K +43.7K (+69.4%) 379.8K +159.9K (+72.8%) 0.01% +0.004 pp 0.04% +0.017 pp USD3.28 +8.5% 3 qtrs
40 BARCLAYS PLC 106.5K +20.6K (+24.0%) 379.0K +79.4K (+26.5%) 0.01% +0.002 pp 0.00% +0.000 pp USD2.34 +52.1% 3 qtrs
41 KINGSWOOD WEALTH ADVISORS, LLC 98.7K +21.1K (+27.2%) 351.4K +80.5K (+29.7%) 0.01% +0.002 pp 0.02% +0.001 pp USD2.57 +38.5% 3 qtrs
42 HIGHTOWER ADVISORS, LLC 85.9K +4.5K (+5.5%) 305.6K +21.7K (+7.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD0.90 +295.6% 8 qtrs
43 BOOTHBAY FUND MANAGEMENT, LLC 85.2K -162.7K (-65.6%) 303.4K -561.7K (-64.9%) 0.01% -0.018 pp 0.00% -0.008 pp USD3.49 +2.0% 2 qtrs
44 WELLS FARGO & COMPANY/MN 83.6K +45.2K (+117.9%) 297.6K +163.7K (+122.3%) 0.01% +0.005 pp 0.00% +0.000 pp USD3.00 +18.7% 3 qtrs
45 LEE FINANCIAL CO 81.4K +— (+0.0%) 289.6K +5.7K (+2.0%) 0.01% 0.000 pp 0.04% +0.004 pp USD0.75 +374.7% 8 qtrs
46 CREATIVE PLANNING 78.6K +78.6K (+100.0%) 279.9K +279.9K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD3.56 +0.0% 1 qtrs NEW
47 NUVEEN, LLC 76.7K +— (+0.0%) 273.0K +5.4K (+2.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD2.05 +73.7% 3 qtrs
48 RHUMBLINE ADVISERS 74.6K -8.8K (-10.5%) 265.5K -25.5K (-8.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD2.05 +73.7% 3 qtrs
49 GSA CAPITAL PARTNERS LLP 70.7K +70.7K (+100.0%) 252.0K +252.0K (+100.0%) 0.01% +0.007 pp 0.02% +0.022 pp USD3.56 +0.0% 1 qtrs NEW
50 FIELDER CAPITAL GROUP LLC 70.2K +— (+0.0%) 249.9K +4.9K (+2.0%) 0.01% 0.000 pp 0.05% -0.003 pp USD2.04 +74.5% 9 qtrs
51 WEALTHSHIELD PARTNERS, LLC 70.2K +— (+0.0%) 249.7K +4.9K (+2.0%) 0.01% 0.000 pp 0.03% 0.000 pp USD1.14 +212.3% 4 qtrs
52 POINT72 ASSET MANAGEMENT, L.P. 69.3K +69.3K (+100.0%) 246.6K +246.6K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD3.56 +0.0% 1 qtrs NEW
53 PRIVATE ADVISOR GROUP, LLC 62.2K -6.7K (-9.7%) 221.5K -19.0K (-7.9%) 0.01% -0.001 pp 0.00% 0.000 pp USD3.49 +2.0% 2 qtrs
54 GROUP ONE TRADING, L.P. 62.1K +62.1K (+100.0%) 221.2K +221.2K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD3.56 +0.0% 1 qtrs NEW
55 SQUAREPOINT OPS LLC 61.8K -80.8K (-56.7%) 219.9K -277.6K (-55.8%) 0.01% -0.009 pp 0.00% 0.000 pp USD3.49 +2.0% 2 qtrs
56 ALLIANCEBERNSTEIN L.P. 61.6K +— (+0.0%) 219.3K +4.3K (+2.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD2.60 +36.9% 3 qtrs
57 CAPTION MANAGEMENT, LLC 50.1K +50.1K (+100.0%) 178.4K +178.4K (+100.0%) 0.01% +0.005 pp 0.00% +0.001 pp USD3.56 +0.0% 1 qtrs NEW
58 AQR CAPITAL MANAGEMENT LLC 48.1K +4.0K (+9.1%) 171.1K +17.4K (+11.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.50 +1.7% 2 qtrs
59 DEUTSCHE BANK AG\ 47.8K -40.6K (-45.9%) 170.3K -138.5K (-44.8%) 0.00% -0.005 pp 0.00% +0.000 pp USD3.46 +2.9% 3 qtrs
60 INVESCO LTD. 47.0K +8.4K (+21.8%) 167.4K +32.7K (+24.3%) 0.00% +0.001 pp 0.00% +0.000 pp USD2.32 +53.4% 3 qtrs
61 XTX TOPCO LTD 46.5K +46.5K (+100.0%) 165.6K +165.6K (+100.0%) 0.00% +0.005 pp 0.00% +0.004 pp USD3.56 +0.0% 10 qtrs
62 BANK OF AMERICA CORP /DE/ 46.4K -5.3K (-10.2%) 165.4K -15.2K (-8.4%) 0.00% -0.001 pp 0.00% +0.000 pp USD2.77 +28.5% 16 qtrs
63 METLIFE INVESTMENT MANAGEMENT, LLC 40.5K +18.8K (+87.0%) 144.0K +68.5K (+90.7%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.75 +29.5% 3 qtrs
64 PRICE T ROWE ASSOCIATES INC /MD/ 38.0K +8.2K (+27.7%) 136.0K +32.0K (+30.8%) 0.00% +0.001 pp 0.00% +0.000 pp USD2.38 +49.6% 3 qtrs
65 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 31.7K +4.5K (+16.6%) 112.7K +18.0K (+19.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.27 +56.8% 3 qtrs
66 LARSON FINANCIAL GROUP LLC 31.5K +5.2K (+19.7%) 112.0K +20.3K (+22.1%) 0.00% +0.000 pp 0.00% +0.001 pp USD3.50 +1.7% 2 qtrs
67 NEWEDGE ADVISORS, LLC 31.2K -11.7K (-27.4%) 111.0K -38.8K (-25.9%) 0.00% -0.001 pp 0.00% 0.000 pp USD3.49 +2.0% 2 qtrs
68 MANGROVE PARTNERS 30.6K +30.6K (+100.0%) 108.9K +108.9K (+100.0%) 0.00% +0.003 pp 0.01% +0.009 pp USD3.56 +0.0% 1 qtrs NEW
69 AQUATIC CAPITAL MANAGEMENT LLC 29.6K +29.6K (+100.0%) 105.3K +105.3K (+100.0%) 0.00% +0.003 pp 0.00% +0.003 pp USD3.56 +0.0% 1 qtrs NEW
70 HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. 29.5K +29.5K (+100.0%) 105.1K +105.1K (+100.0%) 0.00% +0.003 pp 0.01% +0.014 pp USD3.56 +0.0% 1 qtrs NEW
71 JUMP FINANCIAL, LLC 25.3K -58.1K (-69.7%) 90.0K -201.1K (-69.1%) 0.00% -0.006 pp 0.00% -0.002 pp USD3.49 +2.0% 2 qtrs
72 CETERA INVESTMENT ADVISERS 24.3K -21.0K (-46.3%) 86.5K -71.4K (-45.2%) 0.00% -0.002 pp 0.00% 0.000 pp USD2.67 +33.3% 4 qtrs
73 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 22.5K +19.2K (+585.8%) 80.0K +68.5K (+599.5%) 0.00% +0.002 pp 0.02% +0.012 pp USD3.55 +0.3% 2 qtrs
74 MANUFACTURERS LIFE INSURANCE COMPANY, THE 21.8K +1.0K (+5.0%) 77.7K +5.1K (+7.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.12 +67.9% 3 qtrs
75 ENTRYPOINT CAPITAL, LLC 18.5K +18.5K (+100.0%) 65.7K +65.7K (+100.0%) 0.00% +0.002 pp 0.03% +0.026 pp USD3.56 +0.0% 1 qtrs NEW
76 INTECH INVESTMENT MANAGEMENT LLC 17.7K -1.9K (-9.6%) 63.1K -5.3K (-7.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD2.05 +73.7% 3 qtrs
77 NATIONAL BANK OF CANADA /FI/ 17.7K -73.7K (-80.6%) 63.0K -257.1K (-80.3%) 0.00% -0.008 pp 0.00% 0.000 pp USD2.29 +55.5% 3 qtrs
78 SG AMERICAS SECURITIES, LLC 16.1K -12.2K (-43.1%) 57.0K -42.0K (-42.4%) 0.00% -0.001 pp 0.00% 0.000 pp USD3.49 +2.0% 2 qtrs
79 ADVISER INVESTMENTS LLC 15.6K +15.6K (+100.0%) 55.7K +55.7K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD3.56 +0.0% 1 qtrs NEW
80 ENGINEERS GATE MANAGER LP 15.4K +15.4K (+100.0%) 54.9K +54.9K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD3.56 +0.0% 1 qtrs NEW
81 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 15.4K +— (+0.0%) 54.8K +1.1K (+2.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD2.05 +73.7% 3 qtrs
82 BNP PARIBAS ARBITRAGE, SNC 15.0K +2.9K (+23.6%) 53.3K +11.0K (+26.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.02 +17.9% 5 qtrs
83 PRUDENTIAL FINANCIAL INC 14.8K -3.0K (-16.7%) 52.6K -9.3K (-15.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.49 +2.0% 2 qtrs
84 PROSHARE ADVISORS LLC 12.5K +2.2K (+21.5%) 44.4K +8.6K (+24.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.32 +53.4% 3 qtrs
85 VOYA INVESTMENT MANAGEMENT LLC 11.8K +928.0 (+8.5%) 42.2K +4.1K (+10.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.17 +64.1% 3 qtrs
86 INTRUA FINANCIAL, LLC 11.7K -5.7K (-33.0%) 41.6K -19.2K (-31.6%) 0.00% -0.001 pp 0.00% -0.002 pp USD3.49 +2.0% 2 qtrs
87 R SQUARED LTD 11.5K +11.5K (+100.0%) 40.8K +40.8K (+100.0%) 0.00% +0.001 pp 0.02% +0.019 pp USD3.56 +0.0% 1 qtrs NEW
88 AMG NATIONAL TRUST BANK 10.0K +— (+0.0%) 35.6K +700.0 (+2.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD0.44 +709.1% 7 qtrs
89 PEKIN HARDY STRAUSS, INC. 10.0K +10.0K (+100.0%) 35.6K +35.6K (+100.0%) 0.00% +0.001 pp 0.00% +0.003 pp USD3.56 +0.0% 1 qtrs NEW
90 KESTRA ADVISORY SERVICES, LLC 8.7K +8.7K (+100.0%) 30.9K +30.9K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD3.56 +0.0% 1 qtrs NEW
91 LEGAL & GENERAL GROUP PLC 7.7K +1.1K (+17.5%) 27.5K +4.5K (+19.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.27 +56.8% 3 qtrs
92 ADVISOR GROUP HOLDINGS, INC. 7.0K +4.8K (+215.8%) 24.9K +17.3K (+226.8%) 0.00% +0.001 pp 0.00% +0.000 pp USD3.54 +0.6% 2 qtrs
93 AMERITAS INVESTMENT PARTNERS, INC. 6.0K +— (+0.0%) 21.5K +422.0 (+2.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.05 +73.7% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 44 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Inspire Fidelis Multi Factor ETF FDLS 1.09% 2.52M 0.66%
2 Invesco Dorsey Wright SmallCap Momentum ETF DWAS 0.41% 1.95M 0.60%
3 iShares Micro-Cap ETF IWC 0.10% 1.51M 0.60%
4 Vanguard U.S. Momentum Factor ETF VFMO 0.09% 1.50M 0.13%
5 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.07% 740.0K 0.20%
6 iShares Russell 2000 Growth ETF IWO 0.02% 3.25M 0.24%
7 Vanguard Russell 2000 Growth ETF VTWG 0.02% 346.6K 0.06%
8 Fidelity Enhanced Small Cap ETF FESM 0.02% 1.04M 0.28%
9 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.02% 872.2K 0.30%
10 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 8.2K 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.21
Bearish
Buys
1
Sells
2
Shares acquired
20.0K
Shares disposed
95.7K
Cash buys
1.00
Cash sales
2.00
Net activity
-75,719
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-21 Langsam Jeffrey Officer 0 0.00 0
2026-04-21 England Kristin Officer 0 0.00 0
2026-04-16 Kaushal Mohit Director S-Sale D Common Stock 38,433 3.50 134.5K 172,583 D
2026-04-14 Kaushal Mohit Director S-Sale D Common Stock 57,286 3.50 200.6K 211,016 D
2026-04-09 Chernett Jorey 10% Owner P-Purchase A Common Stock 20,000 3.10 62.0K 10,499,358 D
2026-03-27 Virnich Daniel Officer J-Other D Common Stock 98,534 3.07 302.5K 2,360,224 D
2026-03-27 Podnos Yale Officer J-Other D Common Stock 16,173 3.07 49.7K 284,783 D
2026-03-27 Langsam Jeffrey Officer A-Award A Common Stock 70,270 0.00 127,650 D
2026-03-27 England Kristin Officer A-Award A Common Stock 55,743 0.00 153,780 D
2026-03-27 Chernett Jorey 10% Owner P-Purchase A Common Stock 27,429 2.96 81.2K 10,479,358 D
2026-03-27 Carter Robert Ross Officer A-Award D Common Stock 202,914 0.00 436,725 D
2026-03-26 Chernett Jorey 10% Owner P-Purchase A Common Stock 50,000 3.15 157.5K 10,451,929 D
2026-03-24 Chernett Jorey 10% Owner P-Purchase A Common Stock 125,000 3.11 388.8K 10,401,929 D
2026-03-20 Chernett Jorey 10% Owner P-Purchase A Common Stock 25,000 3.35 83.8K 10,276,929 D
2026-03-17 Virnich Daniel Officer J-Other D Common Stock 11,834 3.59 42.5K 1,788,150 D
2026-03-17 Podnos Yale Officer J-Other D Common Stock 3,420 3.59 12.3K 234,510 D
2026-03-17 Chernett Jorey 10% Owner P-Purchase A Common Stock 75,000 3.42 256.5K 10,251,929 D
2026-03-17 Carter Robert Ross Officer J-Other D Common Stock 1,314 3.59 4.7K 233,811 D
2026-03-16 Chernett Jorey 10% Owner P-Purchase A Common Stock 60,985 3.29 200.6K 10,176,929 D
2026-03-13 Chernett Jorey 10% Owner P-Purchase A Common Stock 263,000 2.92 768.0K 10,115,944 D
2026-02-23 TZOUMAKAS KIMBERLY JO Director 0 0.00 0
2026-01-02 STOLPER MARK Director 0 0.00 0
2026-01-02 Carter Robert Ross Officer J-Other D Common Stock 244 3.67 895.48 235,125 D
2025-12-15 Hively Brad Director S-Sale D Common Stock 13,333 3.77 50.3K 683,721 D
2025-12-01 Ling Gabriel Director 0 0.00 0
2025-11-20 Pacala Mark L Director A-Award A Common Stock 46,296 0.00 221,267 D
2025-11-20 McGeorge Anne Director A-Award A Common Stock 67,901 0.00 251,247 D
2025-11-20 Ling Gabriel Director A-Award A Common Stock 46,296 0.00 296,502 D
2025-11-20 Kaushal Mohit Director A-Award A Common Stock 50,926 0.00 228,179 D
2025-11-20 Johnson Karen Marie Director A-Award A Common Stock 47,840 0.00 251,249 D
2025-11-20 Hively Brad Director A-Award A Common Stock 41,667 0.00 664,647 D
2025-11-18 Pacala Mark L Director S-Sale D Common Stock 2,160 4.00 8.6K 222,811 D
2025-11-18 M33 Growth I L.P. Director J-Other A Common Stock 11,818 0.00 7,944,207 D
2025-11-18 Ling Gabriel Director J-Other A Common Stock 141,149 0.00 250,206 D
2025-11-17 Virnich Daniel Officer A-Award A Common Stock 6,464 0.00 1,799,984 D
2025-11-17 Podnos Yale Officer A-Award A Common Stock 2,086 0.00 237,930 D
2025-11-17 Carter Robert Ross Officer A-Award A Common Stock 195 0.00 235,369 D
2025-11-12 Virnich Daniel Officer A-Award A Common Stock 6,211 0.00 1,793,520 D
2025-11-12 Podnos Yale Officer A-Award A Common Stock 1,202 0.00 235,844 D
2025-09-04 M33 Growth I L.P. Director / 10% Owner S-Sale D Common Stock 6,018,168 3.09 18.60M 7,932,389 D
2025-08-19 Hively Brad Director S-Sale D Common stock 20,221 4.06 82.1K 622,980 D
2025-08-12 BARASCH RICHARD A Director 0 0.00 0
2025-07-24 BARASCH RICHARD A Director J-Other D Common Stock 287,756 0.00 2,635,881 I
2025-07-22 England Kristin Officer A-Award A Common Stock 98,037 0.00 98,037 D
2025-07-07 England Kristin Officer 0 0.00 0
2025-06-18 BARASCH RICHARD A Director C-Conversion A Common Stock 620,400 0.00 2,555,541 I
2025-06-17 BARASCH RICHARD A Director C-Conversion A Common Stock 159,500 0.00 1,935,141 D
2025-06-05 M33 Growth I L.P. Director / 10% Owner S-Sale D Common Stock 673,676 3.05 2.05M 13,950,557 D
2025-06-03 Hively Brad Director S-Sale D Common Stock 1,867,605 2.87 5.36M 712,033 D
2025-05-21 Virnich Daniel Officer D-Return D Common stock 20,388 2.68 54.5K 1,787,309 D
2025-05-21 Podnos Yale Officer D-Return D Common stock 1,801 2.68 4.8K 234,336 D
2025-05-21 Langsam Jeffrey Officer A-Award A Common Stock 57,380 0.00 57,380 D
2025-05-21 Castle Jeremy Officer D-Return D Common stock 5,636 2.68 15.1K 247,031 D
2025-05-21 Carter Robert Ross Officer D-Return D Class A Common Stock 1,601 2.68 4.3K 235,174 D
2025-05-20 M33 Growth I L.P. Director / 10% Owner S-Sale D Common Stock 203,532 2.71 552.2K 1,349,048 I
2025-05-13 Langsam Jeffrey Officer 0 0.00 0
2025-03-31 Virnich Daniel Officer A-Award A Common stock 1,083,334 0.00 1,807,697 D
2025-03-31 Podnos Yale Officer A-Award A Common stock 157,088 0.00 236,137 D
2025-03-31 Castle Jeremy Officer A-Award A Common stock 162,281 0.00 252,667 D
2025-03-31 Carter Robert Ross Officer A-Award A Class A Common Stock 197,368 0.00 236,775 D
2025-03-26 Virnich Daniel Officer P-Purchase A Common Warrant 11,320 1.20 13.6K 11,320 D
2025-03-26 Podnos Yale Officer P-Purchase A Common Stock 9,056 1.04 9.4K 79,049 D
2025-03-26 Pacala Mark L Director P-Purchase A Common Warrant 42,281 1.20 50.7K 42,281 I
2025-03-26 M33 Growth I L.P. Director / 10% Owner A-Award A Warrant to Purchase Shares of Common Stock 1,358,449 0.00 1,358,449 D
2025-03-26 Johnson Karen Marie Director P-Purchase A Common Warrant 18,112 1.20 21.7K 18,112 D
2025-03-26 Hively Brad Director P-Purchase A Common Stock 9,056 1.04 9.4K 675,809 D
2025-03-26 Castle Jeremy Officer P-Purchase A Common Stock 9,056 1.04 9.4K 90,386 D
2025-03-26 Carter Robert Ross Officer P-Purchase A Common Warrant 4,528 1.20 5.4K 4,528 D
2025-03-26 BARASCH RICHARD A Director P-Purchase A Common Stock 1,358,448 1.04 1.42M 1,775,641 I
2025-03-19 Virnich Daniel Officer D-Return D Common stock 10,261 0.89 9.1K 701,723 D
2025-03-19 Podnos Yale Officer D-Return D Common stock 2,975 0.89 2.6K 69,993 D
2025-03-19 Carter Robert Ross Officer D-Return D Class A Common Stock 1,150 0.89 1.0K 30,351 D
2025-01-06 Carter Robert Ross Officer D-Return D Class A Common Stock 258 0.34 86.43 31,501 D
2024-12-03 Castle Jeremy Officer D-Return D Common stock 1,130 0.16 180.80 81,330 D
2024-12-02 Hively Brad Director P-Purchase A Common stock 50,000 0.15 7.5K 666,753 D
2024-11-26 Hively Brad Director P-Purchase A Common stock 250,000 0.17 42.5K 616,753 D
2024-11-22 Pacala Mark L Director A-Award A Common stock 50,000 0.00 134,409 D
2024-11-22 McGeorge Anne Director A-Award A Common stock 56,000 0.00 183,346 D
2024-11-22 Ling Gabriel Director A-Award A Common stock 40,000 0.00 109,057 D
2024-11-22 Kaushal Mohit Director A-Award A Common stock 56,000 0.00 177,253 D
2024-11-22 Johnson Karen Marie Director A-Award A Common stock 52,000 0.00 167,185 D
2024-11-22 Hively Brad Director A-Award A Common stock 44,000 0.00 720,203 D
2024-11-22 BARASCH RICHARD A Director A-Award A Common stock 80,000 0.00 417,193 D
2024-11-20 Virnich Daniel Officer D-Return D Common stock 4,977 0.14 676.87 711,984 D
2024-11-20 Podnos Yale Officer D-Return D Common stock 1,026 0.14 139.54 72,968 D
2024-11-20 Carter Robert Ross Officer D-Return D Class A Common Stock 235 0.14 31.96 31,759 D
2024-11-12 Virnich Daniel Officer J-Other D Common stock 78,094 0.00 838,853 D
2024-11-12 Podnos Yale Officer J-Other D Common stock 11,359 0.00 93,009 D
2024-11-12 Pacala Mark L Director J-Other D Common stock 20,248 0.00 114,781 D
2024-11-12 Hively Brad Director J-Other D Common stock 353,450 0.00 366,753 D
2024-09-20 Carter Robert Ross Officer Common Stock 0 0.00 1,161 D
2024-08-16 Havencrest Healthcare Partners, L.P. 10% Owner J-Other D Common stock 8,701,823 0.00 7,884,044
2024-06-17 Hively Brad Director D-Return D Common Stock 18,121 0.46 8.3K 676,203
2024-05-22 Hively Brad Director D-Return D Common Stock 19,526 0.58 11.2K 694,324
2024-05-21 Virnich Daniel Officer D-Return D Common Stock 11,173 0.60 6.7K 718,430
2024-05-21 Shah Mihir Officer A-Award A Non-Qualified Stock Option (right to buy) 378,648 2.00 757.3K 378,648
2024-05-21 Podnos Yale Officer A-Award A Non-Qualified Stock Option (right to buy) 43,825 2.00 87.7K 43,825
2024-05-21 Castle Jeremy Officer A-Award A Common Stock 70,120 0.00 82,460
2024-01-29 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 8,637 2.12 18.3K 0
2024-01-26 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 6,979 2.14 14.9K 8,637
2024-01-25 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 11,882 2.07 24.6K 15,616
2024-01-24 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 24,915 2.30 57.3K 27,498
2024-01-23 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 5,338 2.11 11.3K 52,413
2024-01-22 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 10,263 2.12 21.8K 57,751
2024-01-19 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 11,986 2.13 25.5K 68,014
2023-12-28 Havencrest Healthcare Partners, L.P. 10% Owner J-Other D Common stock 4,561,050 0.00 12,801,821
2023-12-26 Pacala Mark L Director A-Award A Common stock 46,630 0.00 135,029
2023-12-26 O'Meara Maeve Director A-Award A Common stock 50,000 0.00 109,104
2023-12-26 McGeorge Anne Director A-Award A Common stock 56,000 0.00 127,346
2023-12-26 Ling Gabriel Director A-Award A Common stock 40,000 0.00 69,057
2023-12-26 Kaushal Mohit Director A-Award A Common stock 53,326 0.00 121,253
2023-12-26 Johnson Karen Marie Director A-Award A Common stock 52,000 0.00 115,185
2023-12-26 Hively Brad Director A-Award A Common stock 42,652 0.00 713,850
2023-12-26 BARASCH RICHARD A Director A-Award A Common stock 80,000 0.00 337,193
2023-12-14 Shah Mihir Officer P-Purchase A Common stock 565 1.25 706.25 328,122
2023-11-30 Castle Jeremy Officer A-Award A Non-Qualified Stock Option (right to buy) 30,849 1.71 52.8K 30,849
2023-11-21 Virnich Daniel Officer D-Return D Common stock 4,322 2.19 9.5K 729,603
2023-11-21 Podnos Yale Officer D-Return D Common stock 1,530 2.19 3.4K 86,838
2023-11-21 Hively Brad Director D-Return D Common stock 25,867 2.19 56.7K 671,198
2023-11-17 Hively Brad Director S-Sale D Common stock 25,000 2.24 56.0K 697,065
2023-11-14 Virnich Daniel Officer D-Return D Common stock 4,604 2.39 11.0K 733,925
2023-11-14 Podnos Yale Officer D-Return D Common stock 238 2.39 567.87 90,228
2023-11-14 Hively Brad Director D-Return D Common stock 27,117 2.39 64.8K 697,065
2023-11-13 Hively Brad Director M-Exempt D Non-Qualified Stock Option (right to buy) 47,000 0.85 40.0K 1,770,431
2023-09-05 Castle Jeremy Officer 0 0.00 0
2023-05-23 Shah Mihir Officer D-Return D Common Stock 869 0.43 371.93 223,472
2023-03-17 Virnich Daniel Officer A-Award A Common stock 114,944 0.00 738,529
2023-03-17 Shah Mihir Officer A-Award A Common stock 176,191 0.00 226,914
2023-03-17 SARIN RAVI YANG Director A-Award A Common stock 29,528 0.00 75,427
2023-03-17 Podnos Yale Officer A-Award A Non-Qualified Stock Option (right to buy) 83,047 0.48 39.9K 83,047
2023-03-17 Pacala Mark L Director A-Award A Common stock 6,562 0.00 88,399
2023-03-17 O'Meara Maeve Director A-Award A Common stock 16,404 0.00 59,104
2023-03-17 Miller Matthew P Officer A-Award A Non-Qualified Stock Option (right to buy) 169,169 0.48 81.4K 169,169
2023-03-17 McGeorge Anne Director A-Award A Common stock 26,247 0.00 71,346
2023-03-17 Kaushal Mohit Director A-Award A Common stock 19,685 0.00 42,393
2023-03-17 Johnson Karen Marie Director A-Award A Common stock 19,685 0.00 63,185
2023-03-17 Hively Brad Director / Officer A-Award A Common stock 168,512 0.00 724,182
2023-03-17 BARASCH RICHARD A Director P-Purchase A Common stock 200 0.55 109.60 217,445
2022-12-16 Miller Matthew P Officer P-Purchase A Common Stock 73,684 0.95 70.0K 175,325
2022-12-07 Virnich Daniel Officer M-Exempt D Non-Qualified Stock Option (right to buy) 175,000 0.00 829,609
2022-11-17 Virnich Daniel Officer A-Award A Non-Qualified Stock Option (right to buy) 203,543 0.00 203,543
2022-11-17 Simoneit Diona Officer A-Award A Common Stock 10,387 0.00 39,705
2022-11-17 Shah Mihir Officer A-Award A Non-Qualified Stock Option (right to buy) 94,418 0.00 94,418
2022-11-17 SARIN RAVI YANG Director A-Award A Common Stock 22,708 0.00 45,899
2022-11-17 Podnos Yale Officer A-Award A Non-Qualified Stock Option (right to buy) 71,895 0.00 71,895
2022-11-17 Pacala Mark L Director A-Award A Common Stock 29,057 0.00 81,837
2022-11-17 O'Meara Maeve Director A-Award A Common Stock 22,708 0.00 42,700
2022-11-17 Miller Matthew P Officer A-Award A Non-Qualified Stock Option (right to buy) 119,825 0.00 119,825
2022-11-17 McGeorge Anne Director A-Award A Common Stock 22,708 0.00 45,099
2022-11-17 Ling Gabriel Director A-Award A Common Stock 29,057 0.00 29,057
2022-11-17 Kaushal Mohit Director A-Award A Common Stock 22,708 0.00 48,242
2022-11-17 Johnson Karen Marie Director A-Award A Common Stock 22,708 0.00 43,500
2022-11-17 Hively Brad Officer A-Award A Non-Qualified Stock Option (right to buy) 525,188 0.00 525,188
2022-11-17 BARASCH RICHARD A Director A-Award A Common Stock 22,708 0.00 164,727
2022-11-15 Virnich Daniel Officer D-Return D Common Stock 3,767 2.03 7.6K 233,484
2022-11-15 Simoneit Diona Officer D-Return D Common Stock 190 2.03 385.28 29,318
2022-11-15 Podnos Yale Officer D-Return D Common Stock 199 2.03 403.51 43,083
2022-11-15 Miller Matthew P Officer D-Return D Common Stock 577 2.03 1.2K 78,034
2022-11-15 Hively Brad Officer D-Return D Common Stock 9,718 2.03 19.7K 452,201
2022-11-14 Kaushal Mohit Director S-Sale D Common Stock 15,994 2.13 34.1K 25,534
2022-11-11 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 365,321 2.33 851.2K 13,362,873
2022-11-10 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 61,281 2.98 182.6K 13,728,194
2022-11-09 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 80,000 3.09 247.2K 13,789,475
2022-11-08 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 27,000 3.24 87.5K 13,869,475
2022-11-07 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 19,167 3.28 62.9K 13,896,475
2022-11-04 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 50,200 3.39 170.2K 13,915,642
2022-11-03 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 45,500 3.58 162.9K 13,965,842
2022-11-02 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 58,500 3.94 230.5K 14,011,342
2022-11-01 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 50,272 4.26 214.2K 14,069,842
2022-10-31 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 41,855 4.69 196.3K 14,120,114
2022-10-28 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 52,091 4.84 252.1K 14,161,969
2022-10-27 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 35,000 5.09 178.2K 14,214,060
2022-10-26 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 52,500 5.16 270.9K 14,249,060
2022-10-25 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 30,400 5.10 155.0K 14,301,560
2022-10-24 Kaushal Mohit Director S-Sale D Common stock 4,798 4.96 23.8K 41,528
2022-10-24 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 29,400 4.98 146.4K 14,331,960
2022-10-21 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 20,000 4.96 99.2K 14,361,360
2022-10-20 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 12,000 4.83 58.0K 14,381,360
2022-10-19 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 17,500 4.68 81.9K 14,393,360
2022-10-18 Havencrest Healthcare Partners, L.P. Director S-Sale D Common stock 12,200 4.63 56.5K 14,410,860
2022-10-17 TOI HC I, LLC Director S-Sale D Common stock 8,249 4.60 37.9K 14,423,060
2022-10-14 TOI HC I, LLC Director S-Sale D Common stock 9,800 4.54 44.5K 14,431,309
2022-10-13 TOI HC I, LLC Director S-Sale D Common stock 25,200 4.67 117.7K 14,441,109
2022-10-12 TOI HC I, LLC Director S-Sale D Common stock 14,343 4.70 67.4K 14,466,309
2022-10-11 TOI HC I, LLC Director S-Sale D Common stock 25,000 4.66 116.5K 14,480,652
2022-10-10 TOI HC I, LLC Director S-Sale D Common stock 21,500 4.33 93.1K 14,505,652
2022-10-07 TOI HC I, LLC Director S-Sale D Common stock 14,652 4.63 67.8K 14,527,152
2022-10-06 TOI HC I, LLC Director S-Sale D Common stock 33,509 4.45 149.1K 14,541,804
2022-10-05 TOI HC I, LLC Director S-Sale D Common stock 14,060 4.78 67.2K 14,575,313
2022-10-05 BARASCH RICHARD A Director J-Other A Private Placement Warrants 548,503 0.00 548,503
2022-10-04 TOI HC I, LLC Director S-Sale D Common stock 23,447 4.85 113.7K 14,589,373
2022-10-03 TOI HC I, LLC Director S-Sale D Common stock 16,765 4.72 79.1K 14,612,820
2022-09-30 TOI HC I, LLC Director S-Sale D Common stock 11,000 4.68 51.5K 14,629,585
2022-09-29 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 21,000 4.62 97.0K 14,640,585
2022-09-28 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 12,642 4.72 59.7K 14,661,585
2022-09-27 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 14,074 4.69 66.0K 14,674,227
2022-09-26 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 7,153 4.57 32.7K 14,688,301
2022-09-23 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 5,375 4.19 22.5K 14,695,454
2022-09-22 Havencrest Healthcare Partners, L.P. 10% Owner S-Sale D Common stock 13,086 4.25 55.6K 14,700,829
2022-09-21 Pacala Mark L Director D Common stock 0 0.00 30,372

Executive team

Top executives
EBIT / Employee
-43.7K
Shares Outstanding
98.84M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Daniel Virnich 475.0K 212.7K 1.24M 12.2K 1.93M 63.83%
2 2025 Yale Podnos 447.0K 137.6K 179.1K 12.2K 775.9K 23.08%
3 2025 Robert Carter 390.0K 106.9K 225.0K 12.2K 734.1K 30.65%
4 2024 Daniel Virnich 475.0K 217.1K 118.3K 295.8K 12.2K 1.12M 37.03%
5 2024 Yale Podnos 407.0K 154.6K 10.4K 26.1K 12.2K 610.3K 5.99%
6 2024 Robert Carter 288.8K 101.0K 9.3K 23.2K 12.2K 434.4K 7.48%
CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-28 ARS
2026-04-23 4
2026-04-23 4
2026-04-16 4
2026-04-13 4
2026-04-01 4

Executive team

NameTitleCompensationGender
Daniel Virnich FACHE Chief Executive Officer & Executive Director 699.9K
Yale D. Podnos Chief Medical Officer 573.8K
Robert Carter Chief Financial Officer 505.1K male
Mark Hueppelsheuser General Counsel male
Austin Lee Vice President of Accounting & Controller male
Nolan Mariano Chief People Officer male
Rakesh Panda Chief Information Officer male
Stephen Cella Senior Vice President of Finance male
Minh Merchant Chief Legal Officer female
Jordan McInerney Chief Development Officer male
Kristin England Chief Administrative Officer female
ESG Rating
B
MEDICAL - CARE FACILITIES
2026
E (Environmental)
66.3 / 65.7
Company / Sector avg.
S (Social)
66.6 / 69.6
Company / Sector avg.
G (Governance)
66.4 / 68.9
Company / Sector avg.
ESG Total
66.4 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits