Insider Trading April 16, 2026 07:31 PM

Oncology Institute Director Disposes $335K in Shares Amid Recent Stock Strength

Director Mohit Kaushal executed two Rule 10b5-1 sales totaling $335,133 as the company posts mixed financial signals

By Priya Menon TOI
Oncology Institute Director Disposes $335K in Shares Amid Recent Stock Strength
TOI

Mohit Kaushal, a director at The Oncology Institute, Inc. (NASDAQ: TOI), sold 95,719 shares across two transactions on April 14 and April 16, 2026, under a Rule 10b5-1 plan adopted in December 2025. The combined proceeds were $335,133, and Kaushal’s direct holdings decreased to 172,583 shares following the sales. The stock has risen sharply over the past year and week, while the company remains unprofitable despite beating fourth-quarter 2025 revenue and EPS expectations and reporting increased Medicare savings and a leadership hire for its legal function.

Key Points

  • Director Mohit Kaushal sold a total of 95,719 shares in two transactions on April 14 and April 16, 2026, raising $335,133 in proceeds under a Rule 10b5-1 trading plan.
  • The Oncology Institute's stock has appreciated 82% over the past year and nearly 14% in the prior week, even though the company is still unprofitable with a $350 million market capitalization.
  • Fourth-quarter 2025 results beat expectations on both EPS (-$0.06 vs -$0.09) and revenue ($141.96 million vs $139.79 million); Medicare savings increased to $1.8 million from $1.1 million, and Minh Merchant joined as Chief Legal Officer.

Overview

Director Mohit Kaushal of The Oncology Institute, Inc. (NASDAQ: TOI) executed two equity sales under a pre-established Rule 10b5-1 trading plan, generating total proceeds of $335,133. The trades occurred on April 14 and April 16, 2026, and reduced Kaushal's direct holdings to 172,583 shares.

Transaction details

According to a Form 4 filed with the Securities and Exchange Commission, Kaushal sold 57,286 shares on April 14, 2026. The volume-weighted average selling price for that transaction was $3.5017, with individual trade prices reported between $3.5000 and $3.5300, for a reported total value of $200,602. After that sale, Kaushal's direct share count was listed as 211,016.

Two days later, on April 16, 2026, Kaushal sold an additional 38,433 shares at a weighted average price of $3.5005. The per-share prices for that block ranged from $3.5000 to $3.5050, yielding $134,531 in proceeds. The filing shows Kaushal's direct ownership at 172,583 shares following the April 16 sale.

Context on the stock's recent performance

The sales occurred as The Oncology Institute's stock has exhibited strong price appreciation, delivering an 82% return over the past year and nearly a 14% gain in the prior week. At the same time, public data cited in the filing indicates the company remains unprofitable and carries a market capitalization of $350 million.

Company operating and leadership developments

In recently reported fourth-quarter 2025 results, The Oncology Institute posted an earnings per share of -$0.06, outperforming an expected -$0.09. Reported revenue for the quarter was $141.96 million versus an anticipated $139.79 million. The company also disclosed $1.8 million in Medicare savings during Performance Period 3 of the Centers for Medicare & Medicaid Services Enhancing Oncology Model, up from $1.1 million in the prior period.

In leadership news disclosed alongside the results, Minh Merchant joined the company as Chief Legal Officer and will lead legal, regulatory, compliance, and privacy responsibilities. The filing notes Merchant brings more than 20 years of healthcare legal experience.

Execution framework for the sales

The two sales by Kaushal were carried out pursuant to a Rule 10b5-1 trading plan that the director adopted on December 16, 2025. The filing does not provide additional commentary from the director or the company regarding the rationale for the sales beyond the mechanics recorded on Form 4.


Implications and next steps

The Form 4 provides a clear record of the director's tranche sales and the residual shareholdings. Investors and market participants will observe these filings in the context of the company's recent operational results and leadership changes, while noting the continued unprofitable status reported alongside a $350 million market capitalization.

Risks

  • The company remains unprofitable, which presents execution and sustainability risk for investors assessing operational and cash-flow outlooks - affecting healthcare and small-cap equity markets.
  • Insider sales, while executed under a Rule 10b5-1 plan, may be interpreted variably by market participants and could contribute to short-term share-price pressure in the healthcare sector.
  • The filings provide transaction mechanics but no commentary on the director's intent, leaving uncertainty about whether the sales reflect personal liquidity needs or views on valuation.

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