STOCK TITAN

INTA Form 4: Intapp CFO equity awards, tax withholding detailed

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Intapp, Inc. (INTA) reported insider equity activity by its Chief Financial Officer on a Form 4. On November 19, 2025, the CFO earned 18,370 shares of common stock at $0, reflecting performance share units certified by the audit committee under the Intapp, Inc. 2021 Omnibus Incentive Plan. These shares became free of service-based vesting conditions on November 20, 2025.

On November 20, 2025, several restricted share unit (RSU) awards were converted into common stock: 4,548 shares, 2,748 shares, and 8,699 shares, each at an exercise price of $0. To cover taxes on the vesting of performance share units and RSUs, 17,455 shares of common stock were withheld at a price of $40.57 per share. After these transactions, the CFO directly held 53,765 shares of Intapp common stock.

Positive

  • None.

Negative

  • None.
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 2,748 $0.00 --
Exercise Restricted Share Units 8,699 $0.00 --
Exercise Common Stock 4,548 $0.00 --
Exercise Common Stock 2,748 $0.00 --
Exercise Common Stock 8,699 $0.00 --
Tax Withholding Common Stock 17,455 $40.57 $708K
Grant/Award Common Stock 18,370 $0.00 --
Holdings After Transaction: Restricted Share Units — 31,859 shares (Direct); Common Stock — 59,773 shares (Direct)
Footnotes (1)
  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 November 19, 2025, 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 November 20, 2025. The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2025. 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. 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.
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
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
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)
11/19/2025
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 11/19/2025 A 18,370 A $0(1) 55,225 D
Common Stock 11/20/2025 M(2) 4,548 A $0 59,773 D
Common Stock 11/20/2025 M(2) 2,748 A $0 62,521 D
Common Stock 11/20/2025 M(2) 8,699 A $0 71,220 D
Common Stock 11/20/2025 F(3) 17,455 D $40.57 53,765 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 (4) 11/20/2025 M(2) 4,548 (5) (5) Common Stock 4,548 $0 31,859 D
Restricted Share Units (4) 11/20/2025 M(2) 2,748 (6) (6) Common Stock 2,748 $0 30,252 D
Restricted Share Units (4) 11/20/2025 M(2) 8,699 (7) (7) Common Stock 8,699 $0 69,589 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 November 19, 2025, 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 November 20, 2025.
2. The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2025.
3. 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.
4. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
5. 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.
6. 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.
7. 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 11/21/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Intapp (INTA) disclose in this Form 4 filing?

The filing reports equity transactions by Intapp's Chief Financial Officer, including earned performance share units, RSU vesting into common stock, and share withholding to cover taxes.

How many Intapp (INTA) shares did the CFO earn from performance share units?

The CFO earned 18,370 shares of Intapp common stock on November 19, 2025, based on certified performance under the 2021 Omnibus Incentive Plan.

What RSU vesting transactions were reported for Intapp (INTA) on November 20, 2025?

On November 20, 2025, RSUs converted into 4,548, 2,748, and 8,699 shares of Intapp common stock, each with an exercise price of $0 per share.

How many Intapp (INTA) shares were withheld for taxes in this Form 4?

17,455 shares of Intapp common stock were withheld at $40.57 per share to satisfy tax obligations upon the vesting of performance share units and RSUs.

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

Following the reported transactions, the CFO beneficially owned 53,765 shares of Intapp common stock in direct ownership form.

What are the key vesting schedules for the Intapp (INTA) RSUs mentioned?

The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024 or November 20, 2025 (as applicable), with the remaining shares vesting in equal quarterly installments. One RSU grant vests 25% on November 20, 2024 and the rest in 12 equal quarterly installments.

Intapp, Inc.

NASDAQ:INTA

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1.99B
71.93M
Software - Application
Services-prepackaged Software
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United States
PALO ALTO