Intapp (NASDAQ: INTA) CFO awarded RSUs, common stock withheld for taxes

Rhea-AI Filing Summary

Intapp, Inc.’s Chief Financial Officer David H. Morton Jr. reported multiple equity compensation transactions. On February 19, 2026, he received a grant of 100,000 restricted share units (RSUs), which vest starting May 20, 2026 in quarterly installments, and an award of 46,428 shares of common stock. On February 20, 2026, previously granted performance share units and RSUs vested, converting into several blocks of common stock, and 25,432 shares of common stock were withheld to cover tax obligations. After these transactions, he directly held 81,025 shares of common stock and 100,000 RSUs.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

MORTON DAVID H JR

(Last) (First) (Middle)

C/O INTAPP, INC

3101 PARK BLVD

(Street)

PALO ALTO CA 94306

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Intapp, Inc. [ INTA ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

3. Date of Earliest Transaction (Month/Day/Year)
02/19/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	02/19/2026		A		46,428	A	$0(1)	90,462(2)	D
Common Stock	02/20/2026		M(3)		4,548	A	$0	95,010	D
Common Stock	02/20/2026		M(3)		2,749	A	$0	97,759	D
Common Stock	02/20/2026		M(3)		8,698	A	$0	106,457	D
Common Stock	02/20/2026		F(4)		25,432	D	$22.16	81,025	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Share Units	(5)	02/19/2026		A(5)		100,000		(6)	(6)	Common Stock	100,000	$0	100,000	D
Restricted Share Units	(7)	02/20/2026		M(3)			4,548	(8)	(8)	Common Stock	4,548	$0	27,311	D
Restricted Share Units	(7)	02/20/2026		M(3)			2,749	(9)	(9)	Common Stock	2,749	$0	27,503	D
Restricted Share Units	(7)	02/20/2026		M(3)			8,698	(10)	(10)	Common Stock	8,698	$0	60,891	D

Explanation of Responses:

1. The shares of Intapp, Inc.'s (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on February 19, 2026, based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that lapsed on February 20, 2026.

2. Includes 269 shares purchased at a price of $36.278 pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of June 1, 2025, through November 30, 2025. In accordance with the ESPP, these shares were purchased in a transaction exempt under Rule 16b-3(c) at a price equal to 85% of the lower of the closing price of Issuer common stock on the offering date or purchase date.

3. The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026.

4. Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units and RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan.

5. The reported transaction involved the reporting person's receipt of a grant of RSUs under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.

6. The RSUs vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and in seven equal quarterly installments thereafter.

7. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.

8. The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter.

9. The RSUs have vested and will vest, subject to continued employment, as to 8.33% of the shares on November 20, 2025, and in 11 equal quarterly installments thereafter.

10. The RSUs have vested and will vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter.

	/s/ Brian Grube, Attorney-in-Fact	02/20/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What equity awards did Intapp (INTA) CFO David H. Morton Jr. receive?

David H. Morton Jr. received a grant of 100,000 RSUs and an award of 46,428 shares of common stock on February 19, 2026. These awards were made under Intapp’s 2021 Omnibus Incentive Plan and are subject to time-based vesting conditions.

How do the new Intapp (INTA) RSUs granted to the CFO vest?

The newly granted 100,000 RSUs vest, subject to continued employment, as to 12.5% of the shares on May 20, 2026, and then in seven equal quarterly installments. This structure spreads vesting over several years, aligning compensation with ongoing service.

What happened with Intapp (INTA) performance share units reported in this Form 4?

Shares of Intapp common stock were earned based on the achievement of performance conditions certified on February 19, 2026. These earned shares, tied to performance share units under the 2021 Omnibus Incentive Plan, became subject to service-based vesting that lapsed on February 20, 2026.

Why were 25,432 Intapp (INTA) shares disposed of in this Form 4?

The 25,432 shares of Intapp common stock were withheld to satisfy tax liabilities upon vesting of performance share units and RSUs. This tax-withholding disposition used shares valued at $22.16 each, rather than an open-market sale initiated by the CFO.

How many Intapp (INTA) shares does the CFO own after these transactions?

Following the reported transactions, David H. Morton Jr. directly held 81,025 shares of Intapp common stock. In addition, he beneficially owned 100,000 RSUs, each representing a contingent right to receive one share of Intapp common stock in the future, subject to vesting.

What other RSU vesting schedules are disclosed for Intapp (INTA) CFO awards?

Other RSU grants to the CFO vest, subject to continued employment, in quarterly installments beginning on November 20, 2024 and November 20, 2025, with specified percentages (such as 8.33% or 25%) vesting initially and the remainder vesting over subsequent quarters.