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Intapp (INTA) CMO awarded 90,000 RSUs, with 1,482 shares withheld for taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Intapp, Inc. Chief Marketing Officer Dustin de Forest received a grant of 90,000 restricted share units (RSUs), each representing one share of common stock, under the 2021 Omnibus Incentive Plan. The RSUs vest 12.5% on May 20, 2026, then in seven equal quarterly installments, subject to continued employment.

Separately, 4,863 RSUs vested on February 20, 2026 and were converted into common stock. Of these, 1,482 shares of common stock were withheld at $22.16 per share to cover tax obligations, leaving 5,156 common shares held directly after the transactions.

Positive

  • None.

Negative

  • None.
Insider Sedgwick Dustin de Forest
Role Chief Marketing Officer
Type Security Shares Price Value
Exercise Restricted Share Units 4,863 $0.00 --
Exercise Common Stock 4,863 $0.00 --
Tax Withholding Common Stock 1,482 $22.16 $33K
Grant/Award Restricted Share Units 90,000 $0.00 --
Holdings After Transaction: Restricted Share Units — 68,075 shares (Direct); Common Stock — 6,638 shares (Direct)
Footnotes (1)
  1. 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 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 6.25% of the shares on November 20, 2025, and in 15 equal quarterly installments thereafter.
Form 4 Insider Transactions: What Each Field Means →
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*
Sedgwick Dustin de Forest
(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 Marketing 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 02/20/2026 M(1) 4,863 A $0 6,638 D
Common Stock 02/20/2026 F(2) 1,482 D $22.16 5,156 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 (3) 02/19/2026 A(3) 90,000 (4) (4) Common Stock 90,000 $0 90,000 D
Restricted Share Units (5) 02/20/2026 M(1) 4,863 (6) (6) Common Stock 4,863 $0 68,075 D
Explanation of Responses:
1. The reported transaction involved a restricted share unit ("RSU") vesting on February 20, 2026.
2. Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of RSUs granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan.
3. 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.
4. 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.
5. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock.
6. The RSUs have vested and will vest, subject to continued employment, as to 6.25% of the shares on November 20, 2025, and in 15 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.
* 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.

Source: View Original Filing on SEC EDGAR

FAQ

What RSU grant did Intapp (INTA) CMO Dustin de Forest receive?

Dustin de Forest received a grant of 90,000 restricted share units (RSUs) under Intapp’s 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp common stock, subject to the vesting schedule and continued employment conditions.

How do the new 90,000 Intapp (INTA) RSUs vest for the CMO?

The 90,000 RSUs vest 12.5% on May 20, 2026, then in seven equal quarterly installments thereafter. All vesting is subject to continued employment, meaning unvested RSUs could be forfeited if employment conditions are not met.

What happened when Intapp (INTA) RSUs vested on February 20, 2026?

On February 20, 2026, 4,863 RSUs vested and were converted into common stock for Dustin de Forest. This vesting came from prior RSU awards granted under Intapp’s 2021 Omnibus Incentive Plan, as described in the Form 4 footnotes.

Why were 1,482 Intapp (INTA) shares disposed of at $22.16?

The 1,482 common shares at $22.16 were disposed of to satisfy tax withholding obligations upon RSU vesting. This transaction is labeled as a tax-withholding disposition, not an open-market sale, and was paid by delivering a portion of the vested shares.

How many Intapp (INTA) common shares does the CMO hold after these transactions?

After the February 20, 2026 transactions, Dustin de Forest holds 5,156 shares of Intapp common stock directly. This reflects RSUs converting into shares and a portion of those shares withheld to cover associated tax liabilities upon vesting.

What does each Intapp (INTA) RSU represent for Dustin de Forest?

Each RSU reported for Dustin de Forest represents a contingent right to receive one share of Intapp common stock. The rights only convert into actual shares as vesting conditions are met under the company’s 2021 Omnibus Incentive Plan.