Carter Robert Ross 4

What Happened Carter Robert Ross, Chief Financial Officer of Oncology Institute, Inc. (TOI), was granted 202,914 restricted stock units (RSUs) and 20,320 shares were disposed of (sold) at $3.07 each for proceeds of $62,382. The award is reported as an RSU grant; the sale was executed to cover tax liabilities tied to the vesting event.

Key Details

• Transaction date(s): March 27, 2026.
• Grant: 202,914 RSUs (reported at $0.00) — reporting code A (award/grant).
• Disposition: 20,320 shares sold at $3.07 each, total $62,382 — reporting code J (other acquisition/disposition).
• Shares owned after transaction: not specified in the filing.
• Footnotes:
  • F1: RSUs vest 25% on the first anniversary of the vesting commencement date, then in three equal annual installments, fully vesting on year four, subject to continued service.
  • F2: The issuer executed the sale to cover tax liabilities arising from the RSU vesting.
• Filing timeliness: Form 4 filed April 1, 2026 for a March 27 transaction — filed after the typical 2-business-day deadline for Form 4 (appears late).

Context RSUs are a form of compensation that convert to shares as they vest; the reported sale was a routine issuer-executed "sell to cover" for tax withholding, not an independent open-market trade by the insider. Such tax-withholding sales are common and do not necessarily indicate a change in insider sentiment.