Intapp (NASDAQ: INTA) CFO awarded RSUs, common stock withheld for taxes
Filing Impact
Filing Sentiment
Form Type
4
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
15,995 shares exercised/converted
Mixed
9 txns
Insider
MORTON DAVID H JR
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Share Units | 4,548 | $0.00 | -- |
| Exercise | Restricted Share Units | 2,749 | $0.00 | -- |
| Exercise | Restricted Share Units | 8,698 | $0.00 | -- |
| Exercise | Common Stock | 4,548 | $0.00 | -- |
| Exercise | Common Stock | 2,749 | $0.00 | -- |
| Exercise | Common Stock | 8,698 | $0.00 | -- |
| Tax Withholding | Common Stock | 25,432 | $22.16 | $564K |
| Grant/Award | Restricted Share Units | 100,000 | $0.00 | -- |
| Grant/Award | Common Stock | 46,428 | $0.00 | -- |
Holdings After Transaction:
Restricted Share Units — 27,311 shares (Direct);
Common Stock — 95,010 shares (Direct)
Footnotes (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. 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. The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026. 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. 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. 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. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. 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. 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. 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.
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 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.